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Company name Thoratec Corporation
Stock ticker THOR
Live stock price [stckqut]THOR[/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) $58.3
Target stock price (averages with growth) $125.68
Target stock price (averages with no growth) $143.09
Target stock price (manual assumptions) $45.19

The following company description is from Google Finance: https://www.google.com/finance?q=NASDAQ%3ATHOR&sq=thor&sp=2&ei=hskQU7DvKYWxqgHHlQE 

Thoratec Corporation is engaged in mechanical circulatory support with a product portfolio to treat the range of clinical needs for advanced heart failure (HF) patients. The Company develops, manufactures and markets medical devices used for circulatory support. For advanced HF, its primary product lines are its ventricular assist devices (VADs), which include the Thoratec Paracorporeal Ventricular Assist Device (PVAD), the Thoratec Implantable Ventricular Assist Device (IVAD), the HeartMate Left Ventricular Assist System (HeartMate XVE), and the HeartMate II Left Ventricular Assist System (HeartMate II). For acute HF, its product lines are the CentriMag Acute Circulatory System (CentriMag) and for pediatric patients the PediMag/PediVAS Acute Circulatory System (PediMag/PediVAS). On August 3, 2011, the Company acquired Levitronix LLC (Levitronix). During the year ended December 31, 2011, the Company discontinued the sale of the HeartMate XVE.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Thoratec 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.

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: $37.76

Growth: 0.14

Current EPS (TTM): $1.26

P/E: 30

Future EPS Calc: $2.42

Future Stock Price Calc: $72.78

Target stock price: $45.19

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

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Company name Ecolab Inc.
Stock ticker ECL
Live stock price [stckqut]ECL[/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) $130.04
Target stock price (averages with growth) $158.95
Target stock price (averages with no growth) $116.75
Target stock price (manual assumptions) $126.96

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

Ecolab Inc. (Ecolab) develops and markets products and services for the hospitality, foodservice, healthcare and industrial markets. The Company provides cleaning and sanitizing products and programs, as well as pest elimination, equipment maintenance and repair services primarily to customers in the foodservice, food and beverage processing, hospitality, healthcare, government and education, retail, textile care, commercial facilities management and vehicle wash sectors. The Company business segments include United States Cleaning & Sanitizing segment, United States Other Services segment, International segment, Water Services segment, Paper Services segment and Energy Services segment. In April 2013, it acquired Champion Technologies and its related company Corsicana Technologies. In August 2013, Ecolab Inc. sold all the capital equipment design and build business of its Mobotec air emissions control business to The Power Industrial Group.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Ecolab 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.

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: $102.19

Growth: 0.15

Current EPS (TTM): $2.99

P/E: 34

Future EPS Calc: $6.01

Future Stock Price Calc: $204.47

Target stock price: $126.96

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

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Company name The Geo Group, Inc.
Stock ticker GEO
Live stock price [stckqut]GEO[/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) $28.92
Target stock price (averages with growth) $40.72
Target stock price (averages with no growth) $44.24
Target stock price (manual assumptions) $33.7

The following company description is from Google Finance: https://www.google.com/finance?q=NYSE%3AGEO&sq=geo&sp=2&ei=izL6UvCfBYOBqwH14gE

The GEO Group, Inc. is engaged in ownership, leasing and management of correctional, detention, and re-entry facilities and the provision of community-based services in the United States, Australia, South Africa, the United Kingdom and Canada. It operates in four segments: United States Corrections and Detention segment, which primarily encompasses United States-based privatized corrections and detention business; GEO Community Services segment, which consists of its community based services business, youth services business and electronic monitoring; International Services segment, which primarily consists of its privatized corrections and detention operations in South Africa, Australia and United Kingdom, and Facility Construction and Design segment primarily contracts with various states, local and federal agencies for the design and construction of facilities. In June 2013, it announced the acquisition of the 1,287-bed Joe Corley Detention Center in Montgomery County, Texas.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in The Geo Group, 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.

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: $30.94

Growth: 0.12

Current EPS (TTM): $2.8

P/E: 11

Future EPS Calc: $4.93

Future Stock Price Calc: $54.28

Target stock price: $33.7

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

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Company name Chevron Corporation
Stock ticker CVX
Live stock price [stckqut]CVX[/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) $94.25
Target stock price (averages with growth) $99.09
Target stock price (averages with no growth) $86.44
Target stock price (manual assumptions) $121.88

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

Chevron Corporation (Chevron) manages its investments in subsidiaries and affiliates and provides administrative, financial, management and technology support to the United States and international subsidiaries that engage in fully integrated petroleum operations, chemicals operations, mining activities, power generation and energy services. Upstream operations consist primarily of exploring for, developing and producing crude oil and natural gas; processing, transportation and regasification associated with liquefied natural gas; transporting crude oil by international oil export pipelines; transporting, storage and marketing of natural gas, and a gas-to-liquids project. Downstream operations consist primarily of refining crude oil into petroleum products; transporting crude oil and refined products by pipeline, marine vessel, motor equipment and rail car, and manufacturing and marketing of commodity petrochemicals, plastics for industrial uses and fuel and lubricant additives.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Chevron 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.

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: $111.69

Growth: 0.1

Current EPS (TTM): $11.08

P/E: 11

Future EPS Calc: $17.84

Future Stock Price Calc: $196.28

Target stock price: $121.88

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $148.33
Target stock price (averages with growth) $143.47
Target stock price (averages with no growth) $109.76
Target stock price (manual assumptions) $124.1

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

Analogic Corporation (Analogic) is a technology company. Analogic operate primarily three segments: Medical Imaging, Ultrasound, and Security Technology. Medical Imaging, which primarily includes systems and subsystems for computed tomography (CT) and magnetic resonance imaging (MRI) medical imaging equipment, Selenium-based detectors for screening and diagnostic applications in mammography. Ultrasound, which designs, manufactures, and distributes ultrasound systems and transducers primarily in the urology, surgery, robotic assisted surgery, anesthesia, and general imaging markets. Security Technology, which includes advanced threat detecting CT systems. In March 2013, it completed the acquisition of Ultrasonix Medical Corporation. In September 2013, the Company announced that it has acquired the remaining ownership stake in PocketSonics, Inc.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Analogic 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.

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: $95.74

Growth: 0.16

Current EPS (TTM): $1.83

P/E: 52

Future EPS Calc: $3.84

Future Stock Price Calc: $199.86

Target stock price: $124.1

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