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Company name Cummins Inc.
Stock ticker CMI
Live stock price [stckqut]CMI[/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) $148.59
Target stock price (averages with growth) $204.86
Target stock price (averages with no growth) $162.26
Target stock price (manual assumptions) $125.64

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

Cummins Inc. is a diesel engine manufacturer. The Company designs, manufactures, distributes and services diesel and natural gas engines, electric power generation systems and engine-related component products, including filtration, exhaust aftertreatment, fuel systems, fuel systems, controls systems, air handling systems and electric power. The Company sells its products to original equipment manufacturers (OEMs), distributors and other customers worldwide. It serves its customers through a network of more than 600 company owned and independent distributor locations and more than 6,500 dealer locations in more than 190 countries and territories. It has four segments: Engine, Power Generation, Components and Distribution. In April 2011, the Company sold its exhaust business to Global Tube. In July 2012, the Company acquired the emission control assets of Hilite International in Marktheidenfeld. The Hilite assets are part of Cummins Emission Solution (CES).

 

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

 

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Company name Chipotle Mexican Grill, Inc.
Stock ticker CMG
Live stock price [stckqut]CMG[/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) $519.82
Target stock price (averages with growth) $701.06
Target stock price (averages with no growth) $469.44
Target stock price (manual assumptions) $521.35

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

Chipotle Mexican Grill, Inc. and its subsidiaries (Chipotle) operate restaurants throughout the United States, as well as two restaurants in Toronto, Canada and two in London, England. As of December 31, 2011, Chipotle operated 1,230 restaurants, which includes one ShopHouse Southeast Asian Kitchen. The Company’s restaurants serve a menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads. The Company manages its operations and restaurants based on six regions that all report into a single segment. As of December 31, 2011, the Company delivered ingredients and other supplies to its restaurants from 22 independently owned and operated regional distribution centers. Chipotle categorizes its restaurants as either end-caps (at the end of a line of retail outlets), in-lines (in a line of retail outlets), free-standing or other.

 

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

 

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Company name Caterpillar Inc.
Stock ticker CAT
Live stock price [stckqut]CAT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $143.93
Target stock price (averages with growth) $222.53
Target stock price (averages with no growth) $185.37
Target stock price (manual assumptions) $133.87

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

Caterpillar Inc. (Caterpillar) is a manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. It operates in two segments: Machinery and Power Systems, and Financial Products. Machinery and Power Systems represents a total of Construction Industries, Resource Industries, Power Systems and All Other segments and related corporate items and eliminations. Financial Products includes the Company’s Financial Products Segment. This category includes Cat Financial, Caterpillar Insurance Holdings Inc. and their respective subsidiaries. In October 2011, the Company acquired MWM Holding GmbH (MWM). Effective March 1, 2012, the Company announced that Caterpillar Japan Ltd. (Caterpillar Japan) acquired Caterpillar Tohoku Ltd. (Cat Tohoku). In August 2012, Platinum Equity, LLC. acquired a majority interest in Caterpillar Logistics Services. Caterpillar will retain a 35% equity stake in the business.

 

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

 

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I realize that Pinterest and Twitter are not public enterprises so you cannot truly take advantage of this Infographic in your investing strategy. Many investment advisers suggest that the investor should choose companies that have a “moat” around their business. While I don’t fully subscribe to that theory, there is no question that businesses that have a very strong advantage in the marketplace tend to be more profitable. Great examples of large moat companies are Ansys [stckqut]anss[/stckqut] and Balchem [stckqut]bcpc[/stckqut] which appear on my Watch List and have for quite some time.

The below infographic appears to show that Facebook [stckqut]FB[/stckqut] is currently the leader in generating shopping activity at its partners’ sites but its moat is not very wide. Pinterest is a relatively new company and it is already showing signs of impacting shopping behavior.

The following infographic was found on Blog Herald but appears to originally come from richrelevance. I did not do this study nor does the following image belong to me.

Shopping-Traffic-From-Social-Networks-Infographic

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Buffalo-Wild-Wings-logo

Company name Buffalo Wild Wings
Stock ticker BWLD
Live stock price [stckqut]BWLD[/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) $117.05
Target stock price (averages with growth) $160.96
Target stock price (averages with no growth) $113.36
Target stock price (manual assumptions) $112.07

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

Buffalo Wild Wings, Inc. is an owner, operator and franchisor of restaurants featuring a variety of menu items, including its Buffalo, New York-style chicken wings spun in any of its 14 signature sauces or four signature seasonings. Its restaurants create an atmosphere that includes a multi-media system, a full bar and an open layout, which appeals to sports fans and families alike. Its guests have the option of watching sporting events or other programs on its projection screens and approximately 50 additional televisions, competing in Buzztime Trivia, or playing video games. The open layout of its restaurants offers dining and bar areas that provide seating choices for sports fans and families. Its menu features traditional chicken wings, boneless wings, and other items, including chicken tenders, Wild Flatbreads, popcorn shrimp, specialty hamburgers and sandwiches, wraps, Buffalito soft tacos, appetizers and salads.

 

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