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Company name REX American Resources Corp
Stock ticker REX
Live stock price [stckqut]REX[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $77.16
Target stock price (averages with growth) $62.48
Target stock price (averages with no growth) $28.27
Target stock price (manual assumptions) $57.33

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

Rex Energy Corporation is an independent oil, natural gas liquid (NGL) and natural gas company. The Company has operations in the Appalachian Basin and Illinois Basin. In the Appalachian Basin, the Company is focused on its Marcellus Shale, Utica Shale and Upper Devonian (Burkett) Shale drilling and exploration activities. In the Illinois Basin, the Company is focused on its developmental oil drilling and the implementation of enhanced oil recovery (EOR) on its properties. In addition to its drilling and exploration activities, the Company is also engaged in oil and gas field services, where the Company provides water sourcing, water disposal and water transfer solutions for completion operations. The Company operates in two business segments: exploration and production and field services. Its core leasehold consists of interests in developed and undeveloped crude oil, NGL and natural gas resources located in the Appalachian and Illinois basins.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in REX American Resources Corp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. Since this company is in a market that I do not want too much exposure to, I am removing REX from 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 REX American Resources 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: $49.93
  • Growth: 0.13
  • Current EPS (TTM): $8.64
  • P/E: 5.8
  • Future EPS Calc: $15.91
  • Future Stock Price Calc: $92.32
  • Target stock price: $57.32

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $48.22
Target stock price (averages with growth) $41.46
Target stock price (averages with no growth) $25.31
Target stock price (manual assumptions) $53.89

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

QUALCOMM Incorporated (Qualcomm) designs, manufactures and market digital communications products and services based on Code Division Multiple Access (CDMA), Orthogonal Frequency Division Multiple Access (OFDMA) and other technologies. The Company’s products consist of integrated circuits and system software used in mobile devices and in wireless networks. The Company operates in three segments, including Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives (QSI). QCT develops and supplies integrated circuits and system software based on CDMA, OFDMA and other technologies. QTL segment provides rights to use portions of its property portfolio. QSI segment is focused on opening new opportunities for its technologies.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in QUALCOMM, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns and I currently think the stock is overpriced at this level. I will be removing the stock from 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 QUALCOMM, 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: $62.92
  • Growth: 0.07
  • Current EPS (TTM): $3.64
  • P/E: 17
  • Future EPS Calc: $5.1
  • Future Stock Price Calc: $86.78
  • Target stock price: $53.88

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

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Company name Potash Corp./Saskatchewan (USA)
Stock ticker POT
Live stock price [stckqut]POT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $17.19
Target stock price (averages with growth) $15.22
Target stock price (averages with no growth) $10.13
Target stock price (manual assumptions) $23.64

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

Potash Corporation of Saskatchewan Inc. (PCS) is a fertilizer company. The Company operates in three business segments: potash, nitrogen and phosphate. The Company owns and operates five potash operations in Saskatchewan and one in New Brunswick. Its nitrogen operations involve the production of nitrogen fertilizers and nitrogen feed and industrial products, including ammonia, urea, nitrogen solutions, ammonium nitrate and nitric acid. It has nitrogen facilities in Georgia, Louisiana, Ohio and Trinidad. The Company’s phosphate operations include the manufacture and sale of solid and liquid phosphate fertilizers, phosphate feed and industrial acid, which is used in food products and industrial processes. It has phosphate mines and mineral processing plant complexes in Florida and North Carolina. The Company also has four phosphate feed plants in the United States and produce phosphoric acid at its Geismar, Louisiana facility.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Potash Corp./Saskatchewan (USA) as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I have been disappointed in the growth of Potash, I am removing it from 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 Potash Corp./Saskatchewan (USA) 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: $26.93
  • Growth: 0.07
  • Current EPS (TTM): $1.81
  • P/E: 15
  • Future EPS Calc: $2.53
  • Future Stock Price Calc: $38.07
  • Target stock price: $23.64

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

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Company name Nordson Corporation
Stock ticker NDSN
Live stock price [stckqut]NDSN[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $74.06
Target stock price (averages with growth) $76.5
Target stock price (averages with no growth) $41.9
Target stock price (manual assumptions) $76.34

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

Nordson Corporation (Nordson) is a manufacturer of equipment used for precision material dispensing, testing and inspection, surface preparation and curing. Nordson’s solutions portfolio also includes test and inspection equipment, and curing and surface preparation systems. It serves a wide variety of consumer non-durable, consumer durable and technology end markets including packaging, nonwovens, electronics, medical, appliances, energy, transportation, building and construction, and general product assembly and finishing. The Company operates through three segments: Adhesive Dispensing Systems, Advanced Technology Systems and Industrial Coating Systems. The Adhesive Dispensing Systems segment provides precision dispensing and processing technology. The Advanced Technology Systems segment integrates Nordson’s proprietary product technologies to check quality. The Industrial Coating Systems segment offers standard and customized equipment for the consumer durables market.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Nordson Corporation as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. Also the market is currently pretty accurately pricing this stock. For this reason, I am going to remove it from 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 Nordson Corporation 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: $74.08
  • Growth: 0.11
  • Current EPS (TTM): $3.84
  • P/E: 19
  • Future EPS Calc: $6.47
  • Future Stock Price Calc: $122.94
  • Target stock price: $76.33

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

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Company name Methode Electronics Inc.
Stock ticker MEI
Live stock price [stckqut]MEI[/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) $65.83
Target stock price (averages with growth) $65.33
Target stock price (averages with no growth) $29.46
Target stock price (manual assumptions) $55.57

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

Methode Electronics, Inc. is a manufacturer of component and subsystem devices. The Company designs, manufactures and markets devices employing electrical, radio remote control, electronic, wireless and sensing technologies. The Company operates through four segments: Automotive, Interconnect, Power Products and Other. The Automotive segment supplies electronic and electro-mechanical devices and related products to automobile original equipment manufacturers. The Interconnect segment provides copper and fiber-optic interconnect and interface solutions for the aerospace, appliance, commercial, computer, construction, consumer, material handling, medical, military, mining, networking, storage, and telecommunications markets. The Power Products segment manufactures braided flexible cables, current-carrying laminated bus devices, custom power-product assemblies, high-current low voltage flexible power cabling systems and powder coated bus bars.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Methode Electronics Inc. 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 Methode Electronics 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: $42.65
  • Growth: 0.17
  • Current EPS (TTM): $3.14
  • P/E: 13
  • Future EPS Calc: $6.88
  • Future Stock Price Calc: $89.49
  • Target stock price: $55.56

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