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Company name Kinross Gold Corporation (USA)
Stock ticker KGC
Live stock price [stckqut]KGC[/stckqut]
Confident Investor Rating Poor

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

Kinross Gold Corporation (Kinross) is engaged in gold mining and related activities, including exploration and acquisition of gold-bearing properties, the extraction and processing of gold-containing ore, and reclamation of gold mining properties. Kinross also produces and sells silver. Kinross’ gold production and exploration activities are carried out principally in Canada, the United States, the Russian Federation, Brazil, Ecuador, Chile, Ghana and Mauritania. The Company’s gold is produced in the form of dore, which is shipped to refineries for final processing. Kinross also produces and sells silver. The Company’s segments include Fort Knox, Round Mountain, Kettle River-Buckhorn, Kupol, Paracatu, Crixas, La Coipa, Maricunga, Tasiast and Chirano. As of December 31, 2011, Kinross’ total estimated proven and probable mineral were 62.6 million ounces of gold.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Kinross Gold Corporation (USA). 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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Company name The Kroger Co.
Stock ticker KR
Live stock price [stckqut]KR[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $73.94
Target stock price (averages with growth) $69.42
Target stock price (averages with no growth) $34.01
Target stock price (manual assumptions) $75.47

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

The Kroger Co. is a retailer in the United States. The Company also manufactures and processes some of the food for sale in its supermarkets. As of January 28, 2012, the Company operated, either directly or through its subsidiaries, 2,435 supermarkets and multi-department stores, 1,090 of which had fuel centers. Approximately 45% of these supermarkets were operated in Company-owned facilities, including some Company-owned buildings on leased land. As of January 28, 2012, the Company operated 2,435 supermarket and multi-department stores under banners, including Kroger, City Market, Dillons, Jay C, Food 4 Less, Fred Meyer, Fry’s, King Soopers, QFC, Ralphs and Smith’s. Of these stores, 1,090 have fuel centers. It also operates 791 convenience stores, either directly or through franchisees, and 348 jewelry stores. In August 2014, the Company announced that it has completed the tender offer to purchase the interest of Vitacost.com.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in The Kroger Co. 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 The Kroger Co. 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: $55.06
  • Growth: 0.17
  • Current EPS (TTM): $3.08
  • P/E: 18
  • Future EPS Calc: $6.75
  • Future Stock Price Calc: $121.54
  • Target stock price: $75.47

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

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Company name Genesee & Wyoming Inc
Stock ticker GWR
Live stock price [stckqut]GWR[/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) $144.76
Target stock price (averages with growth) $131.38
Target stock price (averages with no growth) $59.73
Target stock price (manual assumptions) $118.4

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

Genesee & Wyoming Inc., owns and operates short line and regional freight railroads and provides railcar switching and other rail-related services in the United States, Australia, Canada, the Netherlands and Belgium. In addition, the Company operates a longer-haul railroad that runs approximately 1,400 miles between Tarcoola in South Australia and Darwin in the Northern Territory of Australia. As of December 31, 2012, the Company operated in 39 states in the United States, four Australian states, one Australian territory and four Canadian provinces and provides rail service at 35 ports in North America, Australia and Europe. In May 2014, the Company announced that its subsidiary, Rapid City, Pierre & Eastern Railroad, Inc. (RCP&E) has completed the acquisition of the west end of the Dakota, Minnesota & Eastern (DM&E) rail line from Canadian Pacific.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Genesee & Wyoming 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 Genesee & Wyoming 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: $93.75
  • Growth: 0.15
  • Current EPS (TTM): $3.95
  • P/E: 24
  • Future EPS Calc: $7.94
  • Future Stock Price Calc: $190.67
  • Target stock price: $118.39

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