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

 

Company name Polycom Inc
Stock ticker PLCM
Live stock price [stckqut]PLCM[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $20.61
Target stock price (averages with growth) $30.17
Target stock price (averages with no growth) $25.62
Target stock price (manual assumptions) $18.58

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

Polycom, Inc. is a provider of unified communications (UC) solutions and a provider of telepresence, video, voice and infrastructure solutions based on open standards. With Polycom RealPresence video and voice solutions, from infrastructure to endpoints, people all over the world can collaborate face-to-face without being in the same physical location. The Company has three operating segments: Americas, which consist of North, Central and Latin Americas; Europe, Middle East and Africa, and Asia Pacific. The products and solutions include Network Infrastructure, UC Group Systems and UC Personal Devices, which includes desktop video devices and wireless local area network products. On March 21, 2011, the Company acquired Accordent Technologies, Inc. On July 27, 2011, it acquired Hewlett-Packard Company’s (HP) Visual Collaboration (HPVC) business, including the Halo Products and Managed Services business. On October 14, 2011, it acquired ViVu, Inc.

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.

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

Company name Oriental Financial Group Inc.
Stock ticker OFG
Live stock price [stckqut]OFG[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $5.42
Target stock price (averages with growth) $5.57
Target stock price (averages with no growth) $4.76
Target stock price (manual assumptions) $10.42

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

Oriental Financial Group Inc. is a financial holding company that provides a range of banking and wealth management services through its subsidiaries. The Company operates through three business segments: banking, wealth management and treasury. As of December 31, 2010, Oriental Financial Group Inc. had 30 financial centers in Puerto Rico. The Company has four direct subsidiaries, Oriental Bank and Trust (the Bank), Oriental Financial Services Corp. (Oriental Financial Services), Oriental Insurance, Inc. (Oriental Insurance) and Caribbean Pension Consultants, Inc. (CPC). It also has a special purpose entity, Oriental Financial (PR) Statutory Trust II (the Statutory Trust II). Through these subsidiaries and its divisions, the Company provides a range of banking and wealth management services, such as mortgage, commercial and consumer lending, leasing, financial planning, insurance sales, investment banking and brokerage services, as well as corporate and individual trust services.

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

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

Company name ArcelorMittal (ADR)
Stock ticker MT
Live stock price [stckqut]MT[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $26.64
Target stock price (averages with growth) $52.74
Target stock price (averages with no growth) $51.76
Target stock price (manual assumptions) $26.88

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

ArcelorMittal SA is a Luxembourg-based company involved in the mining and steel industry. In 2011, the Company had crude steel production of 91.9 million tones. In 2011 the Company has 29 mining operations. It operates in divisions: Flat Carbon Americas; Flat Carbon Europe, Long Carbon Americas and Europe; Asia, Africa and Commonwealth of Independent States (CIS) (AACIS), and Distribution Solutions. The Company’s portfolio of products includes finished, semi-finished, long and flat products, such as slabs, hot-rolled coil, cold-rolled coil, coated steel products, tinplate and heavy plate, as well as billets, blooms, rebars, wire rod, sections, rails, sheet piles and drawn wire. Its products are sold to the steel-consuming industries including automotive, heavy machinery, pipes and tubes, construction, packaging and appliances. It operates through numerous subsidiaries in the United States, Canada, Brazil, France, Germany, Kazakhstan, Ukraine, South Africa, among others.

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.

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

 

Company name Helmerich & Payne, Inc.
Stock ticker HP
Live stock price [stckqut]HP[/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) $79.33
Target stock price (averages with growth) $91.54
Target stock price (averages with no growth) $83.12
Target stock price (manual assumptions) $63.61

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

Helmerich & Payne, Inc. is engaged in contract drilling of oil and gas wells for others. The Company’s contract drilling business consists of three business segments: U.S. land drilling, offshore drilling and international land drilling. Its United States land drilling is conducted primarily in Oklahoma, California, Texas, Wyoming, Colorado, Louisiana, Mississippi, Pennsylvania, Utah, Arkansas, New Mexico, Alabama, Montana, North Dakota and West Virginia. Offshore drilling operations are conducted in the Gulf of Mexico, and offshore of California, Trinidad and Equatorial Guinea. It specializes in shallow to deep drilling in oil and gas producing basins of the United States and in drilling for oil and gas in international locations. During the fiscal year ended September 30, 2010 (fiscal 2010), its international land segment operated in seven international locations: Ecuador, Colombia, Argentina, Mexico, Tunisia, Bahrain and Venezuela.

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 Storm Resources Ltd.
Stock ticker SRX
Live stock price [stckqut]SRX[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=srx #N/A

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.