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Company name Acuity Brands, Inc.
Stock ticker AYI
Live stock price [stckqut]AYI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $375.44
Target stock price (averages with growth) $412.26
Target stock price (averages with no growth) $193.28
Target stock price (manual assumptions) $94.71

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

Acuity Brands, Inc. (Acuity Brands), is the parent company of Acuity Brands Lighting, Inc. (ABL), and other subsidiaries. Acuity Brands is a provider of lighting solutions for commercial, institutional, industrial, infrastructure, and residential applications throughout North America and select international markets. The Company’s lighting solutions include devices, such as luminaires, lighting controls, power supplies, prismatic skylights, light-emitting diode (LED) lamps, and integrated lighting systems for indoor and outdoor applications utilizing a combination of light sources, including daylight, and other devices controlled by software that monitors and manages light levels while optimizing energy consumption (collectively referred to herein as lighting solutions). On March 13, 2013, the Company acquired eldoLED Europe BV.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Acuity Brands, 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 Acuity Brands, 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: $260.98
  • Growth: 0.2
  • Current EPS (TTM): $6.13
  • P/E: 10
  • Future EPS Calc: $15.25
  • Future Stock Price Calc: $152.53
  • Target stock price: $94.71

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

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Company name MarineMax Inc
Stock ticker HZO
Live stock price [stckqut]HZO[/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) $32.33
Target stock price (averages with growth) $35.44
Target stock price (averages with no growth) $15.74
Target stock price (manual assumptions) $31.21

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

MarineMax, Inc. is a recreational boat dealer in the United States. The Company engages in the retail sale, brokerage, and service of used boats, motors, trailers, marine parts and accessories and offers slip and storage accommodations in certain locations. It offers related boat financing, insurance and extended service contracts. It also offers the charter of power and sailing yachts in the British Virgin Islands. The Company, through approximately 50 retail locations in approximately 15 states, consisting of Alabama, California, Connecticut, Florida, Georgia, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Rhode Island and Texas sells used recreational boats, including pleasure and fishing boats. It also sells related marine products, including engines, trailers, parts and accessories. Its products include Motor Yachts, Pleasure Boats, Fishing Boats, Ski Boats, and Jet Boats. It also provides repair and maintenance services.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in MarineMax Inc. I am adding this stock to my Watch List.

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 MarineMax 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: $20.95
  • Growth: 0.2
  • Current EPS (TTM): $2.02
  • P/E: 10
  • Future EPS Calc: $5.02
  • Future Stock Price Calc: $50.26
  • Target stock price: $31.21

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

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Company name Edwards Lifesciences Corp
Stock ticker EW
Live stock price [stckqut]EW[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $186.95
Target stock price (averages with growth) $196.54
Target stock price (averages with no growth) $89.49
Target stock price (manual assumptions) $132.78

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

Edwards Lifesciences Corporation is focused on technologies that treat structural heart disease and critically ill patients. The Company manufactures heart valve systems and repair products used to replace or repair a patient’s diseased or defective heart valve. It develops hemodynamic monitoring systems used to measure a patient’s cardiovascular function in the hospital setting. The Company conducts operations around the world and is managed in various geographical regions, including the United States, Europe, Japan, and Rest of World. All regions sell products that are used to treat advanced cardiovascular disease. The Company’s products and technologies it offers to treat advanced cardiovascular disease are categorized into three areas: Transcatheter Heart Valve Therapy, Surgical Heart Valve Therapy and Critical Care.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Edwards Lifesciences Corp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am adding this company to my Watch List.

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 Edwards Lifesciences 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: $120.87
  • Growth: 0.166
  • Current EPS (TTM): $2.42
  • P/E: 41
  • Future EPS Calc: $5.21
  • Future Stock Price Calc: $213.84
  • Target stock price: $132.77

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