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Company name Carter’s, Inc.
Stock ticker CRI
Live stock price [stckqut]CRI[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $142.68
Target stock price (averages with growth) $134.73
Target stock price (averages with no growth) $61.05
Target stock price (manual assumptions) $123.88

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

Carter’s, Inc. (Carter’s) is a marketer of apparel for babies and young children in the United States. The Company owns two brand names in the children’s apparel industry, Carter’s and OshKosh. The Company operates through five business segments: Carter’s wholesale, Carter’s retail, OshKosh retail, OshKosh wholesale and international. Under its Carter’s brand, Carter’s designs, sources and markets an array of products, primarily for sizes newborn to seven. Carter’s brand is sold in department stores, national chains, specialty stores, off-price sales channels, through its Carter’s retail stores, and online atwww.carters.com. Under its OshKosh brand, the Company designs, sources, and markets an array of young children’s apparel, primarily for children in sizes newborn to 12. Its OshKosh brand is sold in its OshKosh retail stores, department stores, national chains, specialty stores, through off-price sales channels, and online at www.oshkoshbgosh.com andwww.oshkosh.com.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Carter’s, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am removing Carter’s 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 Carter’s, 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: $92.3
  • Growth: 0.17
  • Current EPS (TTM): $3.64
  • P/E: 25
  • Future EPS Calc: $7.98
  • Future Stock Price Calc: $199.51
  • Target stock price: $123.88

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

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Company name Buffalo Wild Wings
Stock ticker BWLD
Live stock price [stckqut]BWLD[/stckqut]
P/E compared to competitors Fair

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) $275.71
Target stock price (averages with growth) $302.01
Target stock price (averages with no growth) $136.91
Target stock price (manual assumptions) $275.33

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

Buffalo Wild Wings, Inc. is an owner, operator, and franchisor of restaurants. The Company provides a variety of flavored, menu items including New York-style chicken wings. The Company’s restaurants include multi-media system, full bar and open layout for sports fans and families. The open layout of its restaurants offers dining and bar areas that provide distinct seating choices. The Company owns and operates 434 company-owned and franchises 558 Buffalo Wild Wings restaurants in North America (United States and Canada). The Company’s restaurants range in size from 3,900 to 9,800 square feet, with a typical size of approximately 6,200 square feet.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Buffalo Wild Wings 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 Buffalo Wild Wings 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: $178.54
  • Growth: 0.2
  • Current EPS (TTM): $4.95
  • P/E: 36
  • Future EPS Calc: $12.31
  • Future Stock Price Calc: $443.41
  • Target stock price: $275.32

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $65.69
Target stock price (averages with growth) $59.08
Target stock price (averages with no growth) $26.84
Target stock price (manual assumptions) $44.07

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

Broadcom Corporation (Broadcom) is a global semiconductor solution for wired and wireless communications. Broadcom products seamlessly deliver voice, video, data and multimedia connectivity in the home, office and mobile environment. The Company provides system-on-a-chip (SoC), and software solutions. The Company’s segment includes Broadband Communications, Mobile and Wireless and Infrastructure and Networking. Broadcom’s broadband communications segment offers a range of solutions for set-top boxes and broadband access. Broadcom’s mobile and wireless segment offers products that enable wireless and cellular connectivity at home, at work and on-the-go. Through its infrastructure and networking reportable segment, the Company designs and develops silicon and software infrastructure solutions for service provider, data center, and enterprise and small-to-medium business networks.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Broadcom Corporation as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am removing Broadcom 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 Broadcom 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: $42.47
  • Growth: 0.11
  • Current EPS (TTM): $1.08
  • P/E: 39
  • Future EPS Calc: $1.81
  • Future Stock Price Calc: $70.97
  • Target stock price: $44.06

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

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

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) $74.17
Target stock price (averages with growth) $56.89
Target stock price (averages with no growth) $27.67
Target stock price (manual assumptions) $66.67

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

Balchem Corporation is engaged in the development, manufacture, distribution and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries. The Company operates in three segments. The Company’s Specialty Products segment operates in industry as ARC Specialty Products. The SensoryEffects segment supplies ingredients in the food and beverage industry; providing customized solutions in powder and liquid flavor delivery systems, spray dried emulsified powder systems and cereal systems. The Animal Nutrition & Health segment provides the animal nutrition market with nutritional products derived from its microencapsulation and chelation technologies in addition to basic choline chloride. The Company operates two domestic subsidiaries which are wholly-owned, BCP Ingredients, Inc. (BCP) and Aberco, Inc. (Aberco). It also operates two wholly owned subsidiaries in Europe: Balchem BV and Balchem Italia Srl.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Balchem Corporation 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 Balchem 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: $56.38
  • Growth: 0.14
  • Current EPS (TTM): $1.69
  • P/E: 33
  • Future EPS Calc: $3.25
  • Future Stock Price Calc: $107.38
  • Target stock price: $66.67

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $86.01
Target stock price (averages with growth) $76.33
Target stock price (averages with no growth) $41.77
Target stock price (manual assumptions) $159.07

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

ANSYS, Inc. (ANSYS) develops and markets engineering simulation software and services used by engineers, designers, researchers and students across a spectrum of industries and academia. The Company’s product portfolio consists of ANSYS Workbench, Structures, Fluids, Electronics, Systems and Academic. ANSYS Workbench is the framework upon which the Company’s suite of advanced engineering simulation technologies is built. Its structures product suite offers simulation tools for product design and optimization. The Company’s fluids product suite enables modeling of fluid flow and other related physical phenomena. Its electronics product suite provides field simulation software for designing electronic and electromechanical products. The Company delivers system simulation capability that is used for the design of automated products. The Company’s academic product suite provides portfolio of academic products.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in ANSYS, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am removing ANSYS 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 ANSYS, 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: $85.58
  • Growth: 0.15
  • Current EPS (TTM): $2.71
  • P/E: 47
  • Future EPS Calc: $5.45
  • Future Stock Price Calc: $256.18
  • Target stock price: $159.07

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