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Company name Hudson Technologies, Inc.
Stock ticker HDSN
Live stock price [stckqut]HDSN[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $9.83
Target stock price (averages with growth) $10.84
Target stock price (averages with no growth) $4.88
Target stock price (manual assumptions) $9.95

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

Hudson Technologies, Inc. is a refrigerant services company. The Company provides solutions to recurring problems within the refrigeration industry. Its products and services include refrigerant and industrial gas sales; refrigerant management services, which consist of reclamation of refrigerants, and RefrigerantSide services, which consist of system decontamination. Its refrigerant and industrial gas sales include selling of reclaimed and virgin (new) refrigerants to various customers in a range of segments of the air conditioning and refrigeration industry. It provides refrigerant management services, which also include laboratory testing through its laboratory, and banking services. It provides decontamination and recovery services that are performed at a customer’s site using its Zugibeast system under its RefrigerantSide services. The Company also participates in the generation of carbon offset projects as a component of its products and services.

 

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

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 Hudson Technologies, 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: $6.32
  • Growth: 0.2
  • Current EPS (TTM): $0.23
  • P/E: 28
  • Future EPS Calc: $0.57
  • Future Stock Price Calc: $16.02
  • Target stock price: $9.95

[/s2If]
I hope that this makes you a 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 Fair
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $54.98
Target stock price (averages with growth) $51.22
Target stock price (averages with no growth) $23.3
Target stock price (manual assumptions) $50.47

 

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

Cirrus Logic, Inc. is engaged in providing integrated circuits (ICs) for audio and voice signal processing applications. The Company develops analog and mixed-signal ICs for a range of customers. The Company offers two product lines: Portable Audio, and Non-Portable Audio and Other. The Company’s primary facility housing engineering, sales and marketing, and administration functions is located in Austin, Texas. The Company offers products through both direct and indirect sales channels across the world. The Company’s portable audio products include analog and mixed-signal components designed for mobile devices including smartphones, tablets, digital headsets, wearables, smart accessories and portable media players. Its non-portable audio and other products include analog and mixed-signal components targeting the consumer market, including smart home applications, and the automotive, energy and industrial markets.

 

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

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 Cirrus Logic, 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: $35.61
  • Growth: 0.18
  • Current EPS (TTM): $1.87
  • P/E: 19
  • Future EPS Calc: $4.27
  • Future Stock Price Calc: $81.28
  • Target stock price: $50.47

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

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Few chip companies are more plugged in to the iPhone than Cirrus Logic [stckqut]CRUS[/stckqut]. Whether that is a good thing or not is a matter of timing.

Take the last few weeks for example. The Wall Street Journal reported on June 21 that Apple is planning to remove the standard headphone jack from its next iPhone. That confirmed some previous leaks by gadget blogs from earlier in the year. It also helped Cirrus’s stock top the $40 mark for the first time in nearly four years.

That is because Cirrus is likely the prime beneficiary for such a move, given that its encoding and amplifier chips would be needed for a new class of digital headphones that would plug into the iPhone’s Lightning port. It is a substantial new opportunity as the iPhone now ships more than 200 million units every year.

Source: Cirrus Logic: Plugged In to the iPhone Cycle – WSJ

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Company name China Biologic Products Inc
Stock ticker CBPO
Live stock price [stckqut]CBPO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $173.53
Target stock price (averages with growth) $191.33
Target stock price (averages with no growth) $89.26
Target stock price (manual assumptions) $162.34

The following company description is from Google Finance: http://www.google.com/finance?q=cbpo
China Biologic Products, Inc. (China Biologic) is a biopharmaceutical company. The Company is principally engaged in the research, development, manufacturing and sales of human plasma-based biopharmaceutical products in China. It operates in the manufacture and sales of human plasma products segment. It has a product portfolio with over 20 various dosage forms of plasma products and other biopharmaceutical products across over nine categories. Its principal products are human albumin and immunoglobulin for intravenous injection (IVIG). China Biologic operates its business through approximately two subsidiaries, namely, Shandong Taibang Biological Products Co. Ltd. and Guizhou Taibang Biological Products Co., Ltd. The Company also holds an interest in Xi’an Huitian Blood Products Co., Ltd., a plasma products company. Its products also include Human rabies immunoglobulin, Human tetanus immunoglobulin, Placenta polypeptide, Factor VIII and Human prothrombin complex concentrate.

 

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

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 China Biologic 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: $112.2
  • Growth: 0.19
  • Current EPS (TTM): $3.32
  • P/E: 33
  • Future EPS Calc: $7.92
  • Future Stock Price Calc: $261.44
  • Target stock price: $162.33

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

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Company name Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $40.
Target stock price (averages with growth) $40.79
Target stock price (averages with no growth) $25.1
Target stock price (manual assumptions) $44.12

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

Akamai Technologies, Inc. is engaged in providing cloud services for delivering, optimizing and securing content and business applications over the Internet. The Company’s across the globe distributed platform comprises approximately 200,000 servers in over 1,400 networks in over 120 countries. It is involved in offering content delivery network (CDN) services. Its services include the delivery of content, applications and software over the Internet, as well as mobile and security solutions, and enterprise professional services. Its solutions include Performance and Security Solutions, Media Delivery Solutions, and Service and Support Solutions. Performance and Security Solutions are designed to help Websites and business applications operate while offering protection against security threats. Media Delivery Solutions are designed to enable enterprises to execute their digital media distribution strategies. Service and Support Solutions offer professional services and solutions.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Akamai Technologies, Inc. I am removing Akamai from my Watch List.

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 Akamai Technologies, 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: $53.19
  • Growth: 0.06
  • Current EPS (TTM): $1.77
  • P/E: 30
  • Future EPS Calc: $2.36
  • Future Stock Price Calc: $71.05
  • Target stock price: $44.12

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