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Company name LSB Industries, Inc.
Stock ticker LXU
Live stock price [stckqut]LXU[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $57.04
Target stock price (averages with growth) $98.07
Target stock price (averages with no growth) $112.92
Target stock price (manual assumptions) $46.28

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

LSB Industries, Inc. is a diversified holding company involved in manufacturing and marketing operations through its subsidiaries. The Company together with its wholly owned subsidiaries owns Chemical Business and Climate Control Business. Chemical Business manufactures and sells nitrogen-based chemical products produced from four facilities located in El Dorado, Arkansas; Cherokee, Alabama; Pryor, Oklahoma, and Baytown, Texas for the agricultural, industrial, and mining markets. Climate Control Business manufactures and sells a range of heating, ventilation and air conditioning (HVAC) products in the niche markets the Company serves consisting of geothermal and water source heat pumps, hydronic fan coils, large custom air handlers, modular geothermal and other chillers and other related products used to control the environment in commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in LSB Industries, 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: $36.86

Growth: 0.15

Current EPS (TTM): $1.09

P/E: 34

Future EPS Calc: $2.19

Future Stock Price Calc: $74.54

Target stock price: $46.28

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

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Company name Healthcare Services Group, Inc.
Stock ticker HCSG
Live stock price [stckqut]HCSG[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $30.41
Target stock price (averages with growth) $37.56
Target stock price (averages with no growth) $28.59
Target stock price (manual assumptions) $31.71

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

Healthcare Services Group, Inc. provides management, administrative and operating services to the housekeeping, laundry, linen, facility maintenance and dietary service departments of the health care industry, including nursing homes, retirement complexes, rehabilitation centers and hospitals located throughout the United States. The Company operates in two segments: housekeeping, laundry, linen and other services (Housekeeping), and dietary department services (Dietary).As of December 31, 2011, the Company provided its Housekeeping services to approximately 2,900 facilities and provided Dietary services to approximately 600 facilities. As of December 31, 2011, the Company operated two wholly owned subsidiaries, Huntingdon Holdings, Inc. (Huntingdon) and Healthcare Staff Leasing Solutions, LLC (Staff Leasing).

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Healthcare Services 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: $27.09

Growth: 0.14

Current EPS (TTM): $0.78

P/E: 34

Future EPS Calc: $1.5

Future Stock Price Calc: $51.06

Target stock price: $31.7

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

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Company name Molina Healthcare, Inc.
Stock ticker MOH
Live stock price [stckqut]MOH[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $43.13
Target stock price (averages with growth) $65.19
Target stock price (averages with no growth) $52.44
Target stock price (manual assumptions) $42.49

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

Molina Healthcare, Inc. provides medicaid-related solutions. The Company operates in two segments: Health Plans and Molina Medicaid Solutions. Its Health Plans segment consists of health plans in California, Florida, Michigan, New Mexico, Ohio, Texas, Utah, Washington, and Wisconsin, and includes the Company’s direct delivery business. Its Molina Medicaid Solutions segment provides design, development, implementation, and business process outsourcing solutions to state governments for their Medicaid Management Information Systems (MMIS).As of December 31, 2012, Health Plans segment served approximately 1.8 million members eligible for Medicaid, Medicare, and other government-sponsored health care programs for low-income families and individuals. In June 2013, Molina Healthcare Inc announced that, through its wholly owned subsidiary, Molina Center LLC, it has successfully completed a sale and lease back transaction with the dedicated net lease group of Angelo, Gordon & Co (AG).

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Molina Healthcare, 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: $34.71

Growth: 0.15

Current EPS (TTM): $1.62

P/E: 21

Future EPS Calc: $3.25

Future Stock Price Calc: $68.42

Target stock price: $42.48

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

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Company name Chico’s FAS, Inc.
Stock ticker CHS
Live stock price [stckqut]CHS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $24.25
Target stock price (averages with growth) $36.37
Target stock price (averages with no growth) $31.28
Target stock price (manual assumptions) $22.22

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

Chico’s FAS, Inc. is a specialty retailer of private branded, casual-to-dressy clothing, intimates, complementary accessories, and other non-clothing gift items under the Chico’s, White House / Black Market (WH/BM) and Soma Intimates (Soma) brand names. The Chico’s brand primarily sells designed, private branded clothing focusing on women 30 and over. The WHBM brand offers feminine and alternative to designer fashion selling fashionable and clothing and accessory items, primarily in black and white and related shades with seasonal color splashes. The Soma brand sells designed private branded lingerie, loungewear and beauty products women who are 35 years old and over. It also produces catalogs and operates e-commerce Websites and a call center that sell its merchandise nationally and internationally. The Boston Proper brand s an online and catalog based retailer of women’s high end apparel and accessories. On September 19, 2011, it acquired Boston Proper, Inc. (Boston Proper).

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock 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: $16.38

Growth: 0.17

Current EPS (TTM): $1.02

P/E: 16

Future EPS Calc: $2.23

Future Stock Price Calc: $35.78

Target stock price: $22.21

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $34.52
Target stock price (averages with growth) $31.14
Target stock price (averages with no growth) $21.84
Target stock price (manual assumptions) $31.31

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

Brown Shoe Company, Inc. is a global footwear retailer and wholesaler. The Company’s activities include the operation of retail shoe stores and e-commerce Websites, as well as the sourcing and marketing of footwear for women and men. During the fiscal year ended January 28, 2012 (fiscal 2011), categories of its consolidated net sales were approximately 63% women’s footwear, 24% men’s footwear, 9% children’s footwear and 4% accessories. Approximately 66% of fiscal 2011, footwear sales represented retail sales, including sales through its e-commerce Websites. Brown Shoe’s retail operations at January 28, 2012, included 1,323 retail shoe stores. In June 2010, Brown Shoe acquired the remaining 50% interest in Edelman Shoe, Inc., a designer and marketer of fashion footwear. In October 2011, the Company sold AND 1 to Galaxy International. In May 2013, the Company sold Avia and Nevados.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock 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: $22.3

Growth: 0.18

Current EPS (TTM): $1.16

P/E: 19

Future EPS Calc: $2.65

Future Stock Price Calc: $50.42

Target stock price: $31.3

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