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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $142.33
Target stock price (averages with growth) $108.96
Target stock price (averages with no growth) $108.96
Target stock price (manual assumptions) $115.7

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/cvgw

Calavo Growers, Inc., incorporated on January 5, 2001, operates in the avocado industry. The Company provides value-added fresh food. The Company distributes its products both domestically and internationally. It operates in three business segments: Fresh products, Calavo Foods and Renaissance Food Group, LLC (RFG). The Company is engaged in marketing and distributing avocados, prepared avocados and other perishable foods, which allows it to deliver an array of fresh and prepared food products to food distributors, produce wholesalers, supermarkets, convenience stores, and restaurants on a worldwide basis. The Company procures avocados principally from California and Mexico. Through its various operating facilities, the Company sorts, packs, and/or ripens avocados, tomatoes and/or Hawaiian grown papayas; processes and packages fresh cut fruit and vegetables, salads, wraps, sandwiches, fresh snacking products and a range of behind-the-glass deli items, and produces and packages guacamole and salsa.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Calavo Growers, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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 Calavo Growers, 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: $92.32
  • Growth: 0.15
  • Current EPS (TTM): $1.93
  • P/E: 48
  • Future EPS Calc: $3.88
  • Future Stock Price Calc: $186.33
  • Target stock price: $115.69

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

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Company name Cirrus Logic, Inc.
Stock ticker CRUS
Live stock price [stckqut]CRUS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $41.38
Target stock price (averages with growth) $44.41
Target stock price (averages with no growth) $44.41
Target stock price (manual assumptions) $41.54

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/crus

Cirrus Logic, Inc., incorporated on August 26, 1998, is engaged in providing integrated circuits (ICs) for audio and voice signal processing applications. The Company develops analog and mixed-signal ICs for a range of customers. The Company offers two product lines: Portable Audio, and Non-Portable Audio and Other. The Company’s products span the entire audio signal chain, from capture to playback, providing products for a range of smartphones, tablets, digital headsets, wearables and smart home applications. The Company’s primary facility housing engineering, sales and marketing, and administration functions is located in Austin, Texas. The Company offers products through both direct and indirect sales channels across the world.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Cirrus Logic, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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 Cirrus Logic, 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: $38.05
  • Growth: 0.12
  • Current EPS (TTM): $1.46
  • P/E: 26
  • Future EPS Calc: $2.57
  • Future Stock Price Calc: $66.89
  • Target stock price: $41.53

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

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Company name Criteo SA
Stock ticker CRTO
Live stock price [stckqut]CRTO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $29.65
Target stock price (averages with growth) $17.16
Target stock price (averages with no growth) $17.16
Target stock price (manual assumptions) $20.56

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/crto

Criteo S.A., incorporated on October 19, 2005, is a global technology company specializing in digital performance marketing. The Company’s solution consists of the Criteo Engine, the Company’s data assets, access to inventory, and its advertiser and publisher platforms. The Criteo Engine consists of various machine learning algorithms, such as prediction, recommendation, bidding and creative algorithms and the global hardware and software infrastructure. The Company operates in approximately 90 countries through a network of over 30 international offices located in Europe, the Americas and the Asia-Pacific region. The Criteo Engine delivers advertisements through multiple marketing channels and formats, including display advertising banners, native advertising banners and marketing messages delivered to opt-in e-mail addresses. Advertisements are delivered on all devices and screens, including Web browsers on desktops and laptops, mobile Web browsers on smartphones and tablets, as well as mobile applications.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Criteo SA as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. Most of the fundamentals of this company are good but there are some concerns. I am removing Criteo from my Watch List as there are better companies for me to invest in.

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 Criteo SA 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: $19.17
  • Growth: 0.11
  • Current EPS (TTM): $1.31
  • P/E: 15
  • Future EPS Calc: $2.2
  • Future Stock Price Calc: $33.11
  • Target stock price: $20.55

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $130.92
Target stock price (averages with growth) $116.73
Target stock price (averages with no growth) $116.73
Target stock price (manual assumptions) $117.04

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/cohr

Coherent, Inc., incorporated on January 11, 1989, is a photonics manufacturer. The Company is engaged in designing, manufacturing, servicing and marketing of lasers and related accessories for a range of scientific, commercial and industrial applications. The Company operates through two segments: Specialty Lasers and Systems (SLS) and Commercial Lasers and Components (CLC). The Specialty Lasers and Systems segment develops and manufactures configurable products serving the microelectronics, scientific research and government programs, and original equipment manufacturer (OEM) components and instrumentation markets. The Commercial Lasers and Components segment focuses on higher volume products that are offered in set configurations. The product architectures are designed for exchange at the point of use such that substantially all product service and repairs are based upon advanced replacement and depot (that is factory) repair. CLC’s primary markets include materials processing, OEM components, and instrumentation and microelectronics.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Coherent, Inc. as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Coherent, 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: $113.72
  • Growth: 0.11
  • Current EPS (TTM): $7.99
  • P/E: 14
  • Future EPS Calc: $13.46
  • Future Stock Price Calc: $188.49
  • Target stock price: $117.03

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

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Company name China Biologic Products Holdings 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) $139.17
Target stock price (averages with growth) $95.37
Target stock price (averages with no growth) $95.37
Target stock price (manual assumptions) $107.17

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/cbpo

China Biologic Products Holdings, Inc. is a biopharmaceutical company. The Company is principally engaged in the research, development, manufacturing and sales of human plasma-based biopharmaceutical products in China. It operates through the manufacture and sales of human plasma products segment. China Biologic has a product portfolio with over 20 various dosage forms of plasma products and other biopharmaceutical products across nine categories.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in China Biologic Products Holdings Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Holdings 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: $89.93
  • Growth: 0.14
  • Current EPS (TTM): $3.32
  • P/E: 27
  • Future EPS Calc: $6.39
  • Future Stock Price Calc: $172.59
  • Target stock price: $107.16

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