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Company name Brown Shoe Company, Inc.
Stock ticker BWS
Live stock price [stckqut]BWS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $34.52
Target stock price (averages with growth) $31.14
Target stock price (averages with no growth) $21.84
Target stock price (manual assumptions) $31.31

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

Brown Shoe Company, Inc. is a global footwear retailer and wholesaler. The Company’s activities include the operation of retail shoe stores and e-commerce Websites, as well as the sourcing and marketing of footwear for women and men. During the fiscal year ended January 28, 2012 (fiscal 2011), categories of its consolidated net sales were approximately 63% women’s footwear, 24% men’s footwear, 9% children’s footwear and 4% accessories. Approximately 66% of fiscal 2011, footwear sales represented retail sales, including sales through its e-commerce Websites. Brown Shoe’s retail operations at January 28, 2012, included 1,323 retail shoe stores. In June 2010, Brown Shoe acquired the remaining 50% interest in Edelman Shoe, Inc., a designer and marketer of fashion footwear. In October 2011, the Company sold AND 1 to Galaxy International. In May 2013, the Company sold Avia and Nevados.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock 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.

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(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: $22.3

Growth: 0.18

Current EPS (TTM): $1.16

P/E: 19

Future EPS Calc: $2.65

Future Stock Price Calc: $50.42

Target stock price: $31.3

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

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Company name AVX Corporation
Stock ticker AVX
Live stock price [stckqut]AVX[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $1.22
Target stock price (averages with growth) $1.74
Target stock price (averages with no growth) $2.87
Target stock price (manual assumptions) $8.47

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

AVX Corporation (AVX) is a manufacturer and supplier of a line of passive electronic components and related products. All types of electronic devices use AVX’s passive component products to store, filter or regulate electric energy. The Company’s passive electronic component products include ceramic and tantalum capacitors, film capacitors, varistors, filters and other components manufactured in its facilities throughout the world and passive components manufactured by Kyocera Corporation of Japan (Kyocera). It also manufactures and sells electronic connectors and inter-connect systems and distribute and sell certain electronic connectors manufactured by Kyocera. It is organized by product line with five main product groups. AVX operates in three segments: Passive Components, Kyocera Electronic Devices (KED Resale) and Interconnect. On February 6, 2013, it acquired tantalum solid electrolytic capacitor related businesses from NICHICON CORP.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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(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: $13.4

Growth: 0.01

Current EPS (TTM): $0.59

P/E: 22

Future EPS Calc: $0.62

Future Stock Price Calc: $13.64

Target stock price: $8.47

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

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Consumer Queen is a great site for getting practical advice on life. I really enjoyed one of their articles on saving money and thought I would share it with you. Here are the highlights they list:

  1. Make a pledge with your spouse
  2. Say no to charging
  3. Plan for the future
  4. Couponing
  5. Clean out the Clutter
  6. Pay Attention to you Bank Account
  7. Cut It Out
  8. Give Yourself an Allowance
  9. Don’t Impulse Buy
  10. Make Wise Decisions

Jump over to Consumer Queen and read their advice on each step. I think it will be worth your time.

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Company name ABIOMED, Inc.
Stock ticker ABMD
Live stock price [stckqut]ABMD[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $36.26
Target stock price (averages with growth) $38.74
Target stock price (averages with no growth) $16
Target stock price (manual assumptions) $36.31

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

ABIOMED, Inc. develops temporary and permanent cardiac support systems. The Company develops, manufactures and markets medical technologies designed to assist or replace the pumping function of the failing heart. It focuses on the development of two temporary support systems, the bi-ventricular support system (BVS) and the intra-arterial cardiac support system (ICs). The Company sells its products through direct sales representatives and clinical support personnel in the United States, Germany, France, the United Kingdom, and Ireland; and internationally.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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(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: $23.08

Growth: 0.2

Current EPS (TTM): $0.25

P/E: 94

Future EPS Calc: $0.62

Future Stock Price Calc: $58.47

Target stock price: $36.3

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

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Company name Allscripts Healthcare Solutions Inc
Stock ticker MDRX
Live stock price [stckqut]MDRX[/stckqut]
Confident Investor Rating Poor

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

Allscripts Healthcare Solutions, Inc. (Allscripts) is a provider of clinical, financial, connectivity and information solutions and related professional services to hospitals, physicians and post-acute organizations. The Company provides a variety of integrated clinical software applications for hospitals, physician practices and post-acute organizations. For hospitals and health systems these applications include its Sunrise Enterprise suite of clinical solutions, consisting of a range of acute care Electronic Health Record (EHR), integrated with financial/administrative solutions, including performance management and revenue cycle/access management. The Company’s acute care solutions include Emergency Department Information System (EDIS), care management and discharge management. On February 24, 2011, Misys plc (Misys) disposed of its remaining interest in Allscripts. Effective March 5, 2013, Allscripts Healthcare Solutions Inc acquired Jardogs LLC. and dbMotion Ltd.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. 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.