By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Balchem Corporation
Stock ticker BCPC
Live stock price [stckqut]BCPC[/stckqut]
P/E compared to competitors Fair

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) $47.17
Target stock price (averages with growth) $54.66
Target stock price (averages with no growth) $39.44
Target stock price (manual assumptions) $45.46

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

Balchem Corporation (Balchem) is engaged in the development, manufacture and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries. The Company has three reportable segments: Specialty Products, Food, Pharma & Nutrition, and Animal Nutrition & Health. The Company sells its products through its own sales force, independent distributors and sales agents. The Company operates five wholly owned domestic subsidiaries, such as BCP Ingredients, Inc., Aberco, Inc., Balchem BV, Balchem Trading BV and Balchem Italia Srl. The Food, Pharma & Nutrition (FPN) segment provides microencapsulation solutions to a variety of applications in food, pharmaceutical and nutritional ingredients to enhance performance of nutritional fortification, processing, mixing, and packaging applications and shelf-life. Balchem’s Specialty Products segment operates in industry as ARC Specialty Products.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments

Company name Atwood Oceanics, Inc.
Stock ticker ATW
Live stock price [stckqut]ATW[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $62.84
Target stock price (averages with growth) $79.24
Target stock price (averages with no growth) $57.95
Target stock price (manual assumptions) $62.08

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

Atwood Oceanics, Inc., along with its subsidiaries, is engaged in the international offshore drilling contractor engaged in the drilling and completion of exploratory and developmental oil and gas wells. As of September 30, 2011, the Company owned a fleet of 10 mobile offshore drilling units located in the United States Gulf of Mexico, South America, the Mediterranean Sea, West Africa, Southeast Asia and Australia. During the fiscal year ended September 30, 2011 (fiscal 2011), it had a utilization rate of 95%. Its offshore drilling equipments include semisubmersible rigs, jack-up drilling rigs, semisubmersible tender assist rigs and submersible drilling rigs. It obtains the contracts, under which it operates its units either through individual negotiation with the customer or by submitting proposals in competition with other contractors. In October 2010, it entered into turnkey construction agreements with PPL Shipyard PTE LTD to construct two Pacific Class 400 jack-up drilling units.

 

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. I am taking the stock off of my Watch List although I may continue to hold a position in the stock as long as the price holds.

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Ascena Retail Group Inc
Stock ticker ASNA
Live stock price [stckqut]ASNA[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $29.76
Target stock price (averages with growth) $36.96
Target stock price (averages with no growth) $25.78
Target stock price (manual assumptions) $25.92

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

Ascena Retail Group, Inc. (Ascena) is a national specialty retailer of apparel for women and tween girls operating, through its wholly owned subsidiaries, the dressbarn, maurices, and Justice brands. As of December 31, 2011, the Company operated over 2,500 stores throughout the United States, Puerto Rico and Canada. Ascena operates in three segments: dressbarn, maurices and Justice. In January 2011, the Company completed an internal corporate reorganization and established a holding company, Ascena Retail Group, Inc. In June 2012, the Company acquired Charming Shoppes, Inc., an apparel retailer specializing in women’s plus-size apparel.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

 

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $6.79
Target stock price (averages with growth) $8.83
Target stock price (averages with no growth) $9.05
Target stock price (manual assumptions) $14.12

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

Aeropostale, Inc., (Aeropostale) is a mall-based, specialty retailer of casual apparel and accessories, principally targeting 14 to 17 year-old young women and men through its Aeropostale stores and 4 to 12 year-old kids through its P.S. from Aeropostale stores. P.S. from Aeropostale products can be purchased in P.S. from Aeropostale stores, in certain Aeropostale stores, and online at www.ps4u.com. As of January 28, 2012, it operated 986 Aeropostale stores, consisting of 918 stores in 50 states and Puerto Rico, 68 stores in Canada, as well as 71 P.S. from Aeropostale stores in 20 states. In addition, pursuant to a licensing agreement, it operated 14 Aeropostale and P.S. from Aeropostale stores in Middle East and South East Asia. During March 2011, it announced that it had signed a second licensing agreement. The licensee to this agreement is focused to open approximately 30 stores in stores in Turkey over the next five years.

 

Confident Investor comments: Aeropostale has not been able to perform well compared to their previous years. I am removing this stock from my Watch List. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock until the company can fix its performance.

 

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Atlas Pipeline Partners, L.P.
Stock ticker APL
Live stock price [stckqut]APL[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $53.95
Target stock price (averages with growth) $36.85
Target stock price (averages with no growth) $14.66
Target stock price (manual assumptions) $43.74

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

Atlas Pipeline Partners, L.P. is a provider of natural gas gathering and processing services in the Anadarko and Permian Basins located in the southwestern and mid-continent regions of the United States; a provider of natural gas gathering services in the Appalachian Basin in the northeastern region of the United States and a provider of natural gas liquid (NGL) transportation services in the southwestern region of the United States. Its general partner, Atlas Pipeline Partners GP, LLC (Atlas Pipeline GP), manages its operations and activities through its ownership of its general partner interest. Atlas Pipeline GP is a wholly owned subsidiary of Atlas Energy, L.P, which owned a 10.7% limited partner interest in the Company at December 31, 2011, as well as the 2% general partner interest. The Company conducts its business in the midstream segment of the natural gas industry through two segments: Gathering and Processing and Pipeline Transportation.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.