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Company name Carter’s, Inc.
Stock ticker CRI
Live stock price [stckqut]CRI[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $104.92
Target stock price (averages with growth) $133.88
Target stock price (averages with no growth) $90.36
Target stock price (manual assumptions) $100.28

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

Carter’s, Inc. (Carter’s) is a branded marketer of apparel for babies and young children in the United States. The Company owns two brand names in the children’s apparel industry, Carter’s and OshKosh. Its Carter’s brand provides apparel for children sizes ranging from newborn to seven. OshKosh brand provides its line of apparel for children sizes newborn to 12. Its Carter’s, OshKosh, and related brands are sold to national department stores, chain and specialty stores and discount retailers. As of December 31, 2011, the Company operated 359 Carter’s and 170 OshKosh outlet and brand retail stores in the United States and 65 retail stores in Canada. On June 30, 2011, the Company acquired Bonnie Togs, a Canadian children’s apparel retailer and a former international licensee. In March 2012, the Company opened its Canadian flagship store at Vaughan Mills, which is a 7,300 square foot store, located at one Bass Pro Mills Drive.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.
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(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: $67.89

Growth: 0.19

Current EPS (TTM): $2.82

P/E: 24

Future EPS Calc: $6.72

Future Stock Price Calc: $161.5

Target stock price: $100.28

I hope that this makes you a better investor. [/s2If]

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Company name Allscripts Healthcare Solutions Inc
Stock ticker MDRX
Live stock price [stckqut]MDRX[/stckqut]
Confident Investor Rating Poor

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

Allscripts Healthcare Solutions, Inc. (Allscripts) is a provider of clinical, financial, connectivity and information solutions and related professional services to hospitals, physicians and post-acute organizations. The Company provides a variety of integrated clinical software applications for hospitals, physician practices and post-acute organizations. For hospitals and health systems these applications include its Sunrise Enterprise suite of clinical solutions, consisting of a range of acute care Electronic Health Record (EHR), integrated with financial/administrative solutions, including performance management and revenue cycle/access management. The Company’s acute care solutions include Emergency Department Information System (EDIS), care management and discharge management. On February 24, 2011, Misys plc (Misys) disposed of its remaining interest in Allscripts. Effective March 5, 2013, Allscripts Healthcare Solutions Inc acquired Jardogs LLC. and dbMotion 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 Express Scripts Holding Company
Stock ticker ESRX
Live stock price [stckqut]ESRX[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $78.79
Target stock price (averages with growth) $97.14
Target stock price (averages with no growth) $67.25
Target stock price (manual assumptions) $79.13

 

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 removing this stock from my Watch List.

 

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Company name Express Scripts, Inc.
Stock ticker ESRX
Live stock price [stckqut]ESRX[/stckqut]
P/E compared to competitors Fair
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) $42.15
Target stock price (averages with growth) $61.19
Target stock price (averages with no growth) $54.8
Target stock price (manual assumptions) $45.03

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

Express Scripts, Inc. is a pharmacy benefit management (PBM) operating in North America, offering a range of services to its clients, which include health maintenance organizations (HMOs), health insurers, third-party administrators, employers, union-sponsored benefit plans, workers’ compensation plans and Government health programs. The Company has organized its operations into two business segments based on products and services offered: PBM and Emerging Markets (EM). The Company’s revenues are generated from the delivery of prescription drugs through its contracted network of retail pharmacies, home delivery and specialty pharmacy services and EM services. In October 2010, the Company completed the spinoff of its Rx Outreach business unit. In November 2010, the Company announced the formation of Express Scripts Specialty Benefit Services, a specialty benefits company.

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