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Company name Owens & Minor, Inc.
Stock ticker OMI
Live stock price [stckqut]OMI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $27.19
Target stock price (averages with growth) $20.93
Target stock price (averages with no growth) $12.87
Target stock price (manual assumptions) $28.4

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

Owens & Minor, Inc. is a provider of third-party logistics (3PL) services to manufacturers and suppliers of healthcare and life-science products. The Company operates in two segments domestic and international. The Company is a Fortune 500 company providing distribution, third-party logistics, and other supply-chain management services to healthcare providers and suppliers of medical and surgical products, and is a national distributor of medical and surgical supplies to the acute-care market in the United States. Its OM HealthCare Logistics (OM HCL) third-party logistics service was launched in 2010 and began offering transportation, warehousing and order-to-cash services to manufacturers. On August 31, 2012, it acquired the Movianto Group (Movianto), an established European third-party-logistics provider.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Owens & Minor, 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 Owens & Minor, 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: $35.48
  • Growth: 0.05
  • Current EPS (TTM): $1.28
  • P/E: 28
  • Future EPS Calc: $1.63
  • Future Stock Price Calc: $45.74
  • Target stock price: $28.4

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

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Company name Norfolk Southern Corp.
Stock ticker NSC
Live stock price [stckqut]NSC[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $97.17
Target stock price (averages with growth) $89.39
Target stock price (averages with no growth) $52.08
Target stock price (manual assumptions) $99.57

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

Norfolk Southern Corporation (Norfolk Southern) is a Virginia based company that controls a railroad, Norfolk Southern Railway Company. Norfolk Southern Railway Company is primarily engaged in the rail transportation of raw materials, intermediate products, and finished goods primarily in the Southeast, East, and Midwest and, via interchange with rail carriers, to and from the rest of the United States. Norfolk Southern also transports overseas freight through several Atlantic and Gulf Coast ports. It provides logistics services and offers intermodal network in the eastern half of the United States.

 

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

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 Norfolk Southern 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: $111.11
  • Growth: 0.08
  • Current EPS (TTM): $6.42
  • P/E: 17
  • Future EPS Calc: $9.43
  • Future Stock Price Calc: $160.36
  • Target stock price: $99.57

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

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Company name Methode Electronics Inc.
Stock ticker MEI
Live stock price [stckqut]MEI[/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) $62.53
Target stock price (averages with growth) $69.32
Target stock price (averages with no growth) $31.71
Target stock price (manual assumptions) $62.57

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

Methode Electronics, Inc. is a manufacturer of component and subsystem devices with manufacturing, designs and testing facilities in China, Egypt, Germany, India, Lebanon, Malta, Mexico, the Philippines, Singapore, Switzerland, the United Kingdom and the United States. The Company operates in four segments: automotive, interconnect, power products, and other. The Company designs, manufactures and markets devices employing electrical, electronic, wireless, sensing and optical technologies. Its components are found in the primary end markets of the automotive, appliance, communications (including information processing and storage, networking equipment, wireless and terrestrial voice/data systems), aerospace, rail and other transportation industries; and the consumer and industrial equipment markets.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Methode Electronics 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 Methode Electronics 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: $40.44
  • Growth: 0.2
  • Current EPS (TTM): $2.7
  • P/E: 15
  • Future EPS Calc: $6.71
  • Future Stock Price Calc: $100.77
  • Target stock price: $62.57

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

 

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Company name Delta Air Lines, Inc.
Stock ticker DAL
Live stock price [stckqut]DAL[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $50.86
Target stock price (averages with growth) $46.19
Target stock price (averages with no growth) $19.22
Target stock price (manual assumptions) $45.41

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

Delta Air Lines, Inc. (Delta) provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company’s route network gives it a presence in every domestic and international market. Delta’s route network is centered around the hub system it operate at airports in Amsterdam, Atlanta, Cincinnati, Detroit, Memphis, Minneapolis-St. Paul, New York-JFK, Paris-Charles de Gaulle, Salt Lake City and Tokyo-Narita. Each of these hub operations includes flights that gather and distribute traffic from markets in the geographic region surrounding the hub to domestic and international cities and to other hubs. The Company’s network is supported by a fleet of aircraft that is varied in terms of size and capabilities. In June 2013, Delta Air Lines Inc acquired a 49% stake in Virgin Atlantic Airways Ltd.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Delta Air Lines, 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 Delta Air Lines, 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: $32.91
  • Growth: 0.14
  • Current EPS (TTM): $12.66
  • P/E: 3
  • Future EPS Calc: $24.37
  • Future Stock Price Calc: $73.12
  • Target stock price: $45.4

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

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Company name Total SA (ADR)
Stock ticker TOT
Live stock price [stckqut]TOT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $44.48
Target stock price (averages with growth) $47.66
Target stock price (averages with no growth) $44.26
Target stock price (manual assumptions) $373.62

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

Total SA is a France-based integrated international oil and gas company. It is an integrated international oil and gas company and a chemicals manufacturer. Total engages in all aspects of the petroleum industry, including Upstream operations (oil exploration and production, together with activities related to natural gas), Refining & Chemicals (refining, petrochemicals, speciality chemicals, crude oil trading and shipping) and Marketing & Services (focused on the supply and sale of petroleum products, together with activities related to renewable energy). In April 12, 2013, it inaugurated the partnership with Veolia Environnement SA the Osilub plant. In July 2013, it sold its TIGF (Transport et Infrastructures Gaz France), gas transport and storage business. In September 2013, it announced the transfer to The National Gas Company of Trinidad &Tobago of all of its E&P assets in Trinidad through the sale of Total E&P Trinidad B.V and Elf Exploration Trinidad B.V.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Total SA (ADR) 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 Total SA (ADR) 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: $64.86
  • Growth: 0.15
  • Current EPS (TTM): $5.54
  • P/E: 54
  • Future EPS Calc: $11.14
  • Future Stock Price Calc: $601.71
  • Target stock price: $373.61

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