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Company name Installed Building Products Inc
Stock ticker IBP
Live stock price [stckqut]IBP[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $58.11
Target stock price (averages with growth) $57.37
Target stock price (averages with no growth) $57.37
Target stock price (manual assumptions) $54.66

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/ibp

Installed Building Products, Inc., incorporated on October 28, 2011, is a holding company. The Company is a residential insulation installer in the United States. As of December 31, 2016, the Company’s national platform included over 100 locations accessing customers in 48 continental states and the District of Columbia. The Company also installs complementary building products, including garage doors, rain gutters, shower doors, closet shelving and mirrors, which provides cross-selling opportunities to supplement the insulation installation business. It also provides roof installation services. The Company manages various aspects of the installation process for the customers, from the direct purchase and receipt of materials from national manufacturers, to supply of materials to job sites and quality installation. The Company’s customers include production and custom homebuilders, multi-family and commercial contractors, and homeowners.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Installed Building Products Inc as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. Most of the fundamentals of this company are good but there are some concerns. I have decided to remove Installed Building Products from my WatchList.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Installed Building Products Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $51.67
  • Growth: 0.12
  • Current EPS (TTM): $1.85
  • P/E: 27
  • Future EPS Calc: $3.26
  • Future Stock Price Calc: $88.02
  • Target stock price: $54.65

[/s2If]
I hope that this makes you a Confident Investor.

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Company name MarineMax Inc
Stock ticker HZO
Live stock price [stckqut]HZO[/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 Good
Target stock price (TWCA growth scenario) $20.37
Target stock price (averages with growth) $24.04
Target stock price (averages with no growth) $24.04
Target stock price (manual assumptions) $21.48

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/hzo

MarineMax, Inc., incorporated on January 20, 2015, is a recreational boat and yacht dealer in the United States. Through 56 retail locations in Alabama, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Rhode Island, and Texas, the Company sold new and used recreational boats, including pleasure and fishing boats, as of September 30, 2016. The Company also sells related marine products, including engines, trailers, parts and accessories. In addition, it provides repair, maintenance, and slip and storage services; arranges related boat financing, insurance, and extended service contracts; offers boat and yacht brokerage sales, and operates a yacht charter business.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in MarineMax Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of MarineMax Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $15.57
  • Growth: 0.18
  • Current EPS (TTM): $1.68
  • P/E: 9
  • Future EPS Calc: $3.84
  • Future Stock Price Calc: $34.59
  • Target stock price: $21.47

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Heska Corp
Stock ticker HSKA
Live stock price [stckqut]HSKA[/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) $108.68
Target stock price (averages with growth) $57.96
Target stock price (averages with no growth) $57.96
Target stock price (manual assumptions) $7.65

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/hska

Heska Corporation, incorporated on March 27, 1997, sells veterinary diagnostic and specialty products. The Company operates through two segments: Core Companion Animal Health (CCA) and Other Vaccines, Pharmaceuticals and Products (OVP). The CCA segment includes, primarily for canine and feline use, blood testing instruments and supplies, digital imaging products, software and services, local and cloud-based data services, allergy testing and immunotherapy, and single use offerings, such as in-clinic diagnostic tests and heartworm preventive products. Its OVP segment includes private label vaccine and pharmaceutical production, primarily for cattle but also for other species, including equine, porcine, avian, feline and canine. All OVP products are sold by third parties under third-party labels. The Company focuses on supporting veterinarians in the canine and feline healthcare space.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Heska Corp as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. Most of the fundamentals of this company are good but there are some concerns. I have decided to remove Heska from my Watch List as there are better companies out there for me to invest in.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Heska Corp calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $70.35
  • Growth: 0.2
  • Current EPS (TTM): $0.55
  • P/E: 9
  • Future EPS Calc: $1.36
  • Future Stock Price Calc: $12.31
  • Target stock price: $7.64

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Gray Television, Inc.
Stock ticker GTN
Live stock price [stckqut]GTN[/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 Good
Target stock price (TWCA growth scenario) $26.64
Target stock price (averages with growth) $24.36
Target stock price (averages with no growth) $24.36
Target stock price (manual assumptions) $25.59

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/gtn

Gray Television, Inc., incorporated on January 25, 1897, is a television broadcast company. The Company owns and operates television stations and digital assets in various markets across the United States. The Company owns stations and digital properties in 91 TV markets including 150 affiliates of NBC Network (NBC), affiliates of the ABC Network (ABC) and affiliates of the FOX Network (FOX). In addition to a primary broadcast channel, each of its stations can also broadcast additional secondary digital channels within a market by utilizing the same bandwidth, but with different programming from the primary channel.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Gray Television, Inc. as long as the indicators that I describe in my book The Confident Investor are favorable.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Gray Television, Inc. calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $17.26
  • Growth: 0.2
  • Current EPS (TTM): $1.84
  • P/E: 9
  • Future EPS Calc: $4.57
  • Future Stock Price Calc: $41.2
  • Target stock price: $25.58

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Alphabet Inc Class A
Stock ticker GOOGL
Live stock price [stckqut]GOOGL[/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) $1710.05
Target stock price (averages with growth) $1664.23
Target stock price (averages with no growth) $1664.23
Target stock price (manual assumptions) $1724.83

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/googl

Alphabet Inc., incorporated on July 23, 2015, is a holding company. The Company’s businesses include Google Inc. (Google) and its Internet products, such as Access, Calico, CapitalG, GV, Nest, Verily, Waymo and X. The Company’s segments include Google and Other Bets. The Google segment includes its Internet products, such as Search, Ads, Commerce, Maps, YouTube, Google Cloud, Android, Chrome and Google Play, as well as its hardware initiatives. The Google segment is engaged in advertising, sales of digital content, applications and cloud offerings, and sales of hardware products. The Other Bets segment is engaged in the sales of Internet and television services through Google Fiber, sales of Nest products and services, and licensing and research and development (R&D) services through Verily.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Alphabet Inc Class A as long as the indicators that I describe in my book The Confident Investor are favorable.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Alphabet Inc Class A calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $1106.81
  • Growth: 0.2
  • Current EPS (TTM): $39.87
  • P/E: 28
  • Future EPS Calc: $99.2
  • Future Stock Price Calc: $2777.86
  • Target stock price: $1724.83

[/s2If]
I hope that this makes you a Confident Investor.