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Company name Nordson Corporation
Stock ticker NDSN
Live stock price [stckqut]NDSN[/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) $74.06
Target stock price (averages with growth) $76.5
Target stock price (averages with no growth) $41.9
Target stock price (manual assumptions) $76.34

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

Nordson Corporation (Nordson) is a manufacturer of equipment used for precision material dispensing, testing and inspection, surface preparation and curing. Nordson’s solutions portfolio also includes test and inspection equipment, and curing and surface preparation systems. It serves a wide variety of consumer non-durable, consumer durable and technology end markets including packaging, nonwovens, electronics, medical, appliances, energy, transportation, building and construction, and general product assembly and finishing. The Company operates through three segments: Adhesive Dispensing Systems, Advanced Technology Systems and Industrial Coating Systems. The Adhesive Dispensing Systems segment provides precision dispensing and processing technology. The Advanced Technology Systems segment integrates Nordson’s proprietary product technologies to check quality. The Industrial Coating Systems segment offers standard and customized equipment for the consumer durables market.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Nordson Corporation as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. Also the market is currently pretty accurately pricing this stock. For this reason, I am going to remove it 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 Nordson Corporation 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: $74.08
  • Growth: 0.11
  • Current EPS (TTM): $3.84
  • P/E: 19
  • Future EPS Calc: $6.47
  • Future Stock Price Calc: $122.94
  • Target stock price: $76.33

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

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Company name Lululemon Athletica inc.
Stock ticker LULU
Live stock price [stckqut]LULU[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $96.53
Target stock price (averages with growth) $99.86
Target stock price (averages with no growth) $46.54
Target stock price (manual assumptions) $90.63

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

lululemon athletica inc. is a designer and retailer of technical athletic apparel. The Company offers a line of apparel and accessories for women, men and female youth. Its apparel assortment includes items, such as pants, shorts, tops and jackets designed for healthy lifestyle activities and athletic pursuits, such as yoga, running, general fitness and dance-inspired apparel for female youth. The Company conducts its business through two channels: corporate-owned stores and direct to consumer. The Company markets its athletic apparel under the lululemon athletica and ivivva athletica brand names. As of February 1, 2015, the Company’s retail footprint included 211 stores in the United States, 57 stores in Canada, 26 stores in Australia, five in New Zealand, two in the United Kingdom and one in Singapore. The Company’s retail stores are located primarily on street locations, in lifestyle centers and in malls.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Lululemon Athletica inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

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 Lululemon Athletica 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: $66.51
  • Growth: 0.17
  • Current EPS (TTM): $1.87
  • P/E: 35.6
  • Future EPS Calc: $4.09
  • Future Stock Price Calc: $145.95
  • Target stock price: $90.62

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

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Company name KLA-Tencor Corp
Stock ticker KLAC
Live stock price [stckqut]KLAC[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $49.78
Target stock price (averages with growth) $45.33
Target stock price (averages with no growth) $26.15
Target stock price (manual assumptions) $56.18

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

KLA-Tencor Corporation (KLA-Tencor) is a supplier of process control and yield management solutions for the semiconductor and related nanoelectronics industries. KLA-Tencor is engaged in the design, manufacture and marketing of process control and yield management solutions for the semiconductor and related nanoelectronics industries, and provides a comprehensive portfolio of defect inspection and metrology products, and related service, software and other offerings. The semiconductor industry is KLA-Tencor’s core focus. The Company’s products are used in a number of high technology industries, including the light emitting diode (LED) and data storage industries, as well as general materials research. Within its primary area of focus, the Company’s portfolio includes defect inspection and metrology products, and related service, software and other offerings, which helps integrated circuit (IC or chip) manufacturers manage yield throughout the entire semiconductor fabrication process.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in KLA-Tencor Corp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am a little concerned that the growth has slowed too much so I am taking the company off of 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 KLA-Tencor 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: $55.74
  • Growth: 0.1
  • Current EPS (TTM): $2.12
  • P/E: 26.5
  • Future EPS Calc: $3.41
  • Future Stock Price Calc: $90.47
  • Target stock price: $56.18

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

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Company name 3D Systems Corporation
Stock ticker DDD
Live stock price [stckqut]DDD[/stckqut]
P/E compared to competitors Fair

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) $38.91
Target stock price (averages with growth) $42.99
Target stock price (averages with no growth) $19.5
Target stock price (manual assumptions) $31.46

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

3D Systems Corporation is a holding company. The Company is a provider of three-dimensional (3D) printing centric solutions. It provides 3D design-to-manufacturing solutions, including 3D printers, print materials and cloud sourced custom parts. Its healthcare solutions include end-to-end simulation, training and planning and printing of surgical instruments and devices for personalized surgery and patient specific medical and dental devices. It also provides software and haptic and perceptual devices for design, including 3D digital design, scan-to-computer-aided design (CAD), scan-to-print, reverse engineering, inspection, sculpting and medical modeling and simulation applications. For its healthcare customers it also offers virtual surgical planning and medical modeling services, digitizing scanners and simulation products. The Company operates in the Americas, Europe, the Middle East and the Asia Pacific regions.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in 3D Systems Corporation.

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 3D Systems Corporation 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: $24.92
  • Growth: 0.15
  • Current EPS (TTM): $0.11
  • P/E: 229
  • Future EPS Calc: $0.22
  • Future Stock Price Calc: $50.66
  • Target stock price: $31.45

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

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Company name RadiSys Corporation
Stock ticker RSYS
Live stock price [stckqut]RSYS[/stckqut]
Confident Investor Rating Poor

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

RadiSys Corporation (RadiSys) is a provider of embedded wireless infrastructure solutions for telecom, aerospace, defense and public safety applications. The Company also provides Advanced Telecommunications Computing Architecture (ATCA), Internet Protocol (IP) Media Server, Computer-on-Module (COM) Express, Rackmount Server platforms and Trillium software coupled with professional services. Its solutions are used in a variety of Third generation (3G) & fourth generation (4G) / Long-Term Evolution (LTE) mobile network applications including: Radio Access Networks (RAN) solutions from femtocells to picocells and macrocells, wireless core network applications, Deep Packet Inspection (DPI) and policy management, conferencing and media services including voice, video and data, as well as customized mobile network applications that support the aerospace, defense and public safety markets. On July 8, 2011, the Company acquired Continuous Computing Corporation.

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