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Company name Tessera Technologies, Inc.
Stock ticker TSRA
Live stock price [stckqut]TSRA[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=tsra

Tessera Technologies, Inc. is a holding company. The Company operates through its subsidiaries in two segments: Intellectual Property and DigitalOptics. Its Intellectual Property segment is managed by Tessera Intellectual Property Corp., including managing the patent and licensing portfolios of its subsidiaries, Tessera, Inc. and Invensas Corporation (Invensas). Its Intellectual Property business, consists of engineering, licensing, account administration and litigation teams, generates revenue from patented innovations through license agreements with semiconductor companies and outsourced semiconductor assembly and test companies. DigitalOptics Corporation and its subsidiaries (DOC) operate its DigitalOptics business. The Company is focused on developing three-dimensional packaging solutions. In June 2012, the Company’s wholly owned subsidiary, DigitalOptics Corporation (DOC), acquired certain assets of Vista Point Technologies from Flextronics International Ltd.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Marriott International, Inc.
Stock ticker MAR
Live stock price [stckqut]MAR[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Good
EBIT growth Poor

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $36.92
Target stock price (averages with growth) $50.9
Target stock price (averages with no growth) $42.03
Target stock price (manual assumptions) $36.11

The following company description is from Google Finance: http://www.google.com/finance?q=mar

Marriott International, Inc. is a diversified hospitality company. It is a lodging company with more than 3,700 properties in 73 countries and territories. It operates and franchises hotels, including Marriott, The Ritz-Carlton, JW Marriott, Bulgari, EDITION, Renaissance, Autograph Collection, AC Hotels by Marriott, Courtyard, Fairfield Inn & Suites, SpringHill Suites, Residence Inn, TownePlace Suites, ExecuStay, and Marriott Executive Apartments brand names. It operates in four segments: North American Full-Service Lodging, which includes the Marriott Hotels & Resorts; North American Limited-Service Lodging, which includes the Courtyard; International Lodging, which includes the Marriott Hotels & Resorts, and Luxury Lodging, which includes The Ritz-Carlton. In September 2012, its JW Marriott hotel brand opened JW Marriott Essex House New York. In October 2012, Gaylord Entertainment Company sold the Gaylord Hotels brand and the rights to manage its four hotels to the Company.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Worthington Industries, Inc.
Stock ticker WOR
Live stock price [stckqut]WOR[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Poor
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $39.38
Target stock price (averages with growth) $35.04
Target stock price (averages with no growth) $24.11
Target stock price (manual assumptions) $24.92

The following company description is from Google Finance: http://www.google.com/finance?q=wor

Worthington Industries, Inc. (Worthington Industries) is a diversified metals processing company, focused on steel value-added steel processing and manufactured metal products. It operates in three segments: Steel Processing, Pressure Cylinders and Metal Framing. Its manufactured metal products include pressure cylinder products, such as propane, oxygen and helium tanks, hand torches, refrigerant and industrial cylinders, camping cylinders, scuba tanks and helium balloon kits; framing systems and stairs for mid-rise buildings; steel pallets and racks, and through joint ventures, suspension grid systems for concealed and lay-in panel ceilings, laser welded blanks; light gauge steel framing for commercial and residential construction and current and past model automotive service stampings. In September 2012, it acquired the Westerman Companies. In October 2012, its Pressure Cylinders segment has completed the sale of its European air brake tank business to Frauenthal Automotive.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Western Digital Corp.
Stock ticker WDC
Live stock price [stckqut]WDC[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $64.89
Target stock price (averages with growth) $83.98
Target stock price (averages with no growth) $66.59
Target stock price (manual assumptions) $47.19

The following company description is from Google Finance: http://www.google.com/finance?q=wdc

Western Digital Corporation (WD) is a provider of solutions for the collection, storage, management, protection and use of digital content, including audio and video. Its principal products are hard drives, which are devices that use one or more rotating magnetic disks (magnetic media) to store and allow access to data. Its hard drives are used in desktop and notebook computers, corporate and cloud computing data centers, home entertainment equipment and stand-alone consumer storage devices. In addition to hard drives, its other products include solid-state drives and home entertainment and networking products. Effective March 8, 2012, it acquired Viviti Technologies Ltd. In May 2012, the Company completed the divestiture of certain 3.5-inch hard drive assets to Toshiba Corporation. As part of its deal with Toshiba, WD also completed its purchase of Toshiba Storage Device (Thailand) Company Limited (TSDT), which manufactured hard drives.

 

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Cirrus Logic, Inc.
Stock ticker CRUS
Live stock price [stckqut]CRUS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $41.94
Target stock price (averages with growth) $45.51
Target stock price (averages with no growth) $25.18
Target stock price (manual assumptions) $35.69

The following company description is from Google Finance: http://www.google.com/finance?q=crus

Cirrus Logic, Inc. is a United States-based company, which supplies high-precision analog and digital signal processing components for audio and energy markets. The Companys products include analog-to-digital converters (ADCs), digital-to-analog converters (DACs), codecs that integrate ADCs and DACs into a single integrated circuit (IC), digital interface ICs, Class D digital amplifier controllers and power stages and audio DSPs. Its products are used in consumer applications, including smartphones, tablet personal computers (PCs), audio/video receivers, portable media players, soundbars, complete home theater systems, set-top boxes, gaming devices, sound cards and digital televisions (TVs). The Company offers applications for products within professional markets include digital mixing consoles, multitrack digital recorders and effects processors. Its applications for products within automotive markets include amplifiers, satellite radio systems and multispeaker car audio systems.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock. It is very rare for a company to have this much green in my analysis. It is a good way to end the 2012 year especially since, at this writing, Cirrus is significantly undervalued in my opinion.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.