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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) $1400.03
Target stock price (averages with growth) $480.53
Target stock price (averages with no growth) $67.67
Target stock price (manual assumptions) $125.74

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. China Biologic has a product portfolio with over 20 different dosage forms of plasma products. The Company’s principal products are human albumin and immunoglobulin for intravenous injection (IVIG). China Biologic operates its business through 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 include human albumin, human immunoglobulin, IVIG, thymopolypeptides injection, human hepatitis B immunoglobulin, human rabies immunoglobulin, human tetanus immunoglobulin, placenta polypeptide, Factor VIII and human prothrombin complex concentrate (PCC).

 

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.
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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: $82.62
  • Growth: 0.2
  • Current EPS (TTM): $3.13
  • P/E: 26
  • Future EPS Calc: $7.78
  • Future Stock Price Calc: $202.49
  • Target stock price: $125.73

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

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Company name Zebra Technologies Corp.
Stock ticker ZBRA
Live stock price [stckqut]ZBRA[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=zbra
Zebra Technologies Corporation offers enterprise asset intelligence products and services. The Company’s products and services allow customers to manage their assets, transactions and people of their organization. It designs, manufactures and sells a range of products, including enterprise mobile computers; advanced data capture devices; wireless local area network (WLAN) products; real-time location systems; related supplies, and utilities, frameworks and application software. It operates through two segments: Enterprise, which consists of its mobile computing, data capture and WLAN products, and Legacy Zebra, which consists of barcode and card printing, location, and motion sensing and supplies products. It provides a platform, iFactr, which offers the migration path for Windows Mobile/CE.NET compact framework applications. In addition, it provides solutions in enterprise mobile space, including modernizing rugged deployments, as well as creating cross-platform applications.
 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Zebra Technologies Corp.. 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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Investors certainly have to be happy with Zebra Technologies Corp. [stckqut]ZBRA[/stckqut] and its short term performance. After all, the stock has jumped by 13.5% in the past 4 weeks, and it is also above its 20 Day Simple Moving Average as well. This is certainly a good trend, but investors are probably asking themselves, can this positive trend continue for ZBRA?

While we can never know for sure, it is pretty encouraging that estimates for ZBRA have moved higher in the past few weeks, meaning that analyst sentiment is moving in the right way. Plus, the stock actually has a Zacks Rank #2 (Buy), so the recent move higher for this spotlighted company may definitely continue over the next few weeks.

Source: Can The Uptrend Continue for Zebra Technologies (ZBRA)? – May 19, 2015 – Zacks.com

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Cirrus Logic Inc. [stckqut]CRUS[/stckqut] is a semiconductor company that could be an interesting play for investors. That is because, not only does the stock have decent short-term momentum, but it is seeing solid activity on the earnings estimate revision front as well.

These positive earnings estimate revisions suggest that analysts are becoming more optimistic on CRUS’s earnings for the coming quarter and year. In fact, consensus estimates have moved sharply higher for both of these time frames over the past four weeks, suggesting that Cirrus Logic could be a solid choice for investors.

In the past 60 days, [one] estimate [has] gone higher for Cirrus Logic while none have gone lower in the same time period. The trend has been pretty favorable too, with estimates increasing from 7 cents a share 30 days ago, to 23 today, a significant move.

Source: Why Cirrus Logic (CRUS) Could Be Positioned for a Surge? – May 4, 2015 – Zacks.com

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Unfortunately, I am very skeptical of turnarounds, simply because so many don’t. Cirrus is still on my Watch List (and I still have a position in the company) but not sure if they will regain their status.

Cirrus Logic [stckqut]CRUS[/stckqut] has had a couple of tough years. Earnings and sales declined in fiscal 2014. This week, the maker of a vast array of audio chips reported that earnings dipped again during the fiscal year ended in March.

But during that year, Cirrus also turned a corner. Q4 earnings soared 61% vs. year-ago levels. That was 40% higher than analyst consensus views and up from a 9% gain in Q3 — its first profit increase in five quarters. Sales surged 71%, also stomping expectations in a second-straight quarter of sharp acceleration after four straight declines.

Source: Cirrus Logic Stacks Another Brick In The Turnaround Wall – Investors.com