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Company name Equinix Inc
Stock ticker EQIX
Live stock price [stckqut]EQIX[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $290.75
Target stock price (averages with growth) $205.48
Target stock price (averages with no growth) $18.78
Target stock price (manual assumptions) $271.16

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

Equinix, Inc. (Equinix) connects businesses with partners and customers worldwide through a global platform of data centers. The Company connects approximately 4000 customers, across the Americas, Europe, Middle East and Africa (EMEA) and Asia-Pacific. Platform Equinix combines international business exchange (IBX) data centers, a global footprint and ecosystems. The Company offers each customer a choice of business partners and solutions based on their colocation, interconnection and managed IT service needs. Equinix offers customers direct interconnection to an aggregation of bandwidth providers, including the Internet Service Providers (ISPs), broadband access networks and international carriers. Its customers include carriers and other bandwidth providers, cloud and information technology services providers, content providers, financial companies and global enterprises. On July 2, 2012, (the ancotel Acquisition Date), the Company acquired a privately-held company in Germany.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Equinix Inc as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns mainly due to price volatility. However, Equinix is a good play for cloud strategy as well as international exposure in the IT space. I will leave the company on my Watch List, even though it is currently ranked as a Fair company.

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 Equinix 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(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: $187.81

Growth: 0.19

Current EPS (TTM): $1.83

P/E: 100

Future EPS Calc: $4.36

Future Stock Price Calc: $436.7

Target stock price: $271.15

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

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Compania de Minas Buenaventura SAA
Stock ticker BVN
Live stock price [stckqut]BVN[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $20.05
Target stock price (averages with growth) $20.26
Target stock price (averages with no growth) $16.26
Target stock price (manual assumptions) $19.78

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

Compania de Minas Buenaventura SAA (Buenaventura) is a Peru-based mining company engaged in the exploration, mining, smelting and commercialization of gold and silver, as well as other metals and minerals. The Company operates directly seven Peruvian mining units located in Uchucchacua, Orcopampa, Poracota, Julcani, Recuperada, Antapite and Ishihuinca; as well as indirectly the mines of Shila-Paula, La Zanja and Colquijirca. Through its subsidiaries, the Company is also involved in the generation and distribution of electric power, as well as in the provision of engineering and chemical processing services. The Company owns such subsidiaries as Compania Minera Condesa SA, Minera La Zanja SRL, Inversiones Colquijirca SA, Consorcio Energetico de Huancavelica SA, Buenaventura Ingenieros SA, CEDIMIN SAC and Minera Julcani Sa de CV, among others.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Compania de Minas Buenaventura SAA 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.

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(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

Growth: 0.2

Current EPS (TTM): $1.28

P/E: 10

Future EPS Calc: $3.18

Future Stock Price Calc: $31.85

Target stock price: $19.77

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

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Ascena Retail Group Inc
Stock ticker ASNA
Live stock price [stckqut]ASNA[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $14.08
Target stock price (averages with growth) $19.53
Target stock price (averages with no growth) $17.12
Target stock price (manual assumptions) $17.86

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

Ascena Retail Group, Inc. (Ascena) is a national specialty retailer of apparel for women and teen girls operating, through its wholly owned subsidiaries, the Justice; Lane Bryant; maurices; dressbarn; and Catherines. As of July 28, 2013, the Company operated over 3,900 stores throughout the United States, Puerto Rico and Canada. Ascena operates under five brands: dressbarn, maurices, Catherines, Lane Bryant and Justice. In October 2013, Ascena Retail Group Inc closed the sale of Fig’s, food gift retailer, to Mason Companies, Inc.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Ascena Retail Group 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 Ascena from my Watch List as I feel that I have plenty of better performing retail companies.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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(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: $16.75

Growth: 0.12

Current EPS (TTM): $0.96

P/E: 17

Future EPS Calc: $1.69

Future Stock Price Calc: $28.76

Target stock price: $17.85

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

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $129.9
Target stock price (averages with growth) $110.61
Target stock price (averages with no growth) $67.51
Target stock price (manual assumptions) $96.37

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

Apache Corporation (Apache) is an independent energy company, which explores for, develops, and produces natural gas, crude oil, and natural gas liquids. As of December 31, 2011, Apache had exploration and production interests in six countries: the United States, Canada, Egypt, Australia, offshore the United Kingdom in the North Sea, and Argentina. During the year ended December 31, 2011, it participated in drilling 1,087 gross wells, with 1,005 completed as producers. As of December 31, 2011, in addition to its completed wells, several wells had not reached completion: 39 in the United States (28.44 net); 50 in Canada (42.69 net); 23 in Egypt (21.75 net); six in the North Sea (4.91 net); one in Australia (0.33 net), and three in Argentina (3.00 net). In March 2014, the Company sold of its Argentina operations and properties to YPF Sociedad Anonima.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Apache Corporation as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. Even though Apache is only a fair company, I am going to keep the company on 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.

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(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: $84.16

Growth: 0.13

Current EPS (TTM): $5.47

P/E: 15.4

Future EPS Calc: $10.07

Future Stock Price Calc: $155.2

Target stock price: $96.36

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

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $51.77
Target stock price (averages with growth) $63.48
Target stock price (averages with no growth) $53.75
Target stock price (manual assumptions) $52.8

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

Analog Devices, Inc. (Analog Devices) is engaged in the design, manufacture and marketing of a range of analog, mixed-signal and digital signal processing integrated circuits (ICs). The Company has focused on solving the engineering challenges associated with signal processing in electronic equipment. The Company’s signal processing products play a fundamental role in converting, conditioning, and processing real-world phenomena, such as temperature, pressure, sound, light, speed and motion into electrical signals to be used in a wide array of electronic devices. As new generations of digital applications evolve, new needs for highanalog signal processing and digital signal processing (DSP) technology are generated. In November 2013, Analog Devices, Inc completed the sale of the assets of its microphone product line to InvenSense, Inc.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Analog Devices, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I just recently added Analog Devices, Inc. to my Watch List and based on their latest financial reports and this analysis, I am going to remove the company. There are simply better companies to invest in at this time.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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(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: $52.84

Growth: 0.1

Current EPS (TTM): $2.2

P/E: 24

Future EPS Calc: $3.54

Future Stock Price Calc: $85.03

Target stock price: $52.8

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