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Company name Owens & Minor, Inc.
Stock ticker OMI
Live stock price [stckqut]OMI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $27.19
Target stock price (averages with growth) $20.93
Target stock price (averages with no growth) $12.87
Target stock price (manual assumptions) $28.4

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

Owens & Minor, Inc. is a provider of third-party logistics (3PL) services to manufacturers and suppliers of healthcare and life-science products. The Company operates in two segments domestic and international. The Company is a Fortune 500 company providing distribution, third-party logistics, and other supply-chain management services to healthcare providers and suppliers of medical and surgical products, and is a national distributor of medical and surgical supplies to the acute-care market in the United States. Its OM HealthCare Logistics (OM HCL) third-party logistics service was launched in 2010 and began offering transportation, warehousing and order-to-cash services to manufacturers. On August 31, 2012, it acquired the Movianto Group (Movianto), an established European third-party-logistics provider.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Owens & Minor, 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 Owens & Minor, 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: $35.48
  • Growth: 0.05
  • Current EPS (TTM): $1.28
  • P/E: 28
  • Future EPS Calc: $1.63
  • Future Stock Price Calc: $45.74
  • Target stock price: $28.4

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

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Company name New York Times Co
Stock ticker NYT
Live stock price [stckqut]NYT[/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) $20.46
Target stock price (averages with growth) $14.85
Target stock price (averages with no growth) $6.83
Target stock price (manual assumptions) $16.66

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

The New York Times Company is a global media organization engaged in creating, collecting and distributing news and information. The Company includes The New York Times, International New York Times, NYTimes.com, INYT.com and related properties. The New York Times is a daily (Monday to Saturday) and Sunday newspaper, and International New York Times is a daily newspaper. The New York Times and the International New York Times reach a broad audience in print, online at NYTimes.com and on other digital platforms, and also deliver content online and across other digital platforms, including mobile and e-reader applications and social networking sites. The NYT and INYT applications are available for a variety of smart phones and tablets.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in New York Times 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 New York Times 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: $13.43
  • Growth: 0.15
  • Current EPS (TTM): $0.23
  • P/E: 58
  • Future EPS Calc: $0.46
  • Future Stock Price Calc: $26.83
  • Target stock price: $16.66

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $25.79
Target stock price (averages with growth) $21.93
Target stock price (averages with no growth) $11
Target stock price (manual assumptions) $21.63

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

NVIDIA Corporation (NVIDIA) is engaged in creating the graphics chips used in personal computers (PCs). The Company operates in three segments: graphics processing unit (GPU) Business, professional solutions business (PSB) and consumer products business (CPB). Its mobile processors are used in cell phones, tablets and auto infotainment systems. Designers use GPUs to create visual effects in movies and create everything from golf clubs to jumbo jets. NVIDIA solutions are based on two technologies: the GPU and the mobile processor. GPUs are the engines of visual computing, the science and art of using computers to understand, create and enhance images. It has three GPU product brands: GeForce, Quadro and Tesla. During the fiscal year ended January 29, 2012 (fiscal 2012), it acquired Icera Inc. In fiscal 2012, it launched Project Maximus. Effective July 29, 2013, NVIDIA Corp acquired Portland Group Inc, a wholesaler of parallel computing software, from STMicroelectronics NV.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in NVIDIA 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 NVIDIA 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: $21.06
  • Growth: 0.1
  • Current EPS (TTM): $1.03
  • P/E: 21
  • Future EPS Calc: $1.65
  • Future Stock Price Calc: $34.83
  • Target stock price: $21.63

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

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Company name Towers Watson & Co
Stock ticker TW
Live stock price [stckqut]TW[/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) $116.2
Target stock price (averages with growth) $97.68
Target stock price (averages with no growth) $53.2
Target stock price (manual assumptions) $107.9

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

Towers Watson & Co. (Towers Watson) is a global professional services company. The Company offers solutions in the areas of benefits, talent management, rewards, and risks and capital management. The Company offers its clients comprehensive services across four business segments: Benefits, Risk and Financial Services, Talent and Rewards, and exchanges Solutions. The Company delivers consulting services and solutions, which help organizations, anticipate, identify and capitalize on emerging opportunities in benefit and human capital management. The Company advises the insurance industry on a range of strategic and risks management issues, and the Company helps its clients in all industries mitigate risk through insurance, reinsurance and capital markets transactions. In November 2013, Towers Watson and Co announced the completion of its sale of the Company’s reinsurance brokerage business to Jardine Lloyd Thompson Group plc. In November 2013, the Company acquired Liazon Corporation.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Towers Watson & 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 Towers Watson & 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: $112.97
  • Growth: 0.12
  • Current EPS (TTM): $4.93
  • P/E: 20
  • Future EPS Calc: $8.68
  • Future Stock Price Calc: $173.76
  • Target stock price: $107.89

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

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Company name Universal Health Services, Inc.
Stock ticker UHS
Live stock price [stckqut]UHS[/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) $100.07
Target stock price (averages with growth) $96.75
Target stock price (averages with no growth) $53.07
Target stock price (manual assumptions) $108.33

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

Universal Health Services, Inc., owns and operates through its subsidiaries, acute care hospitals, behavioral health centers, surgical hospitals, ambulatory surgery centers and radiation oncology centers. As of February 28, 2013, it owned and/or operated 23 acute care hospitals and 197 behavioral health centers located in 37 states, Washington, D.C., Puerto Rico and the United States, Virgin Islands. As part of its ambulatory treatment centers division, it manages and/or own outright or in partnerships with physicians, five surgical hospitals and surgery and radiation oncology centers located in four states. In April 2014, it completed the acquisition of the Psychiatric Institute of Washington (PIW), a 124-bed behavioral health care facility and outpatient treatment center located in the District of Columbia. It has added a total of 17 facilities throughout the United Kingdom including 15 inpatient behavioral health hospitals and two nursing homes with a total of 743 beds.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Universal Health Services, 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 Universal Health Services, 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: $98.79
  • Growth: 0.12
  • Current EPS (TTM): $4.95
  • P/E: 20
  • Future EPS Calc: $8.72
  • Future Stock Price Calc: $174.47
  • Target stock price: $108.33

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