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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $53.54
Target stock price (averages with growth) $65.29
Target stock price (averages with no growth) $53.72
Target stock price (manual assumptions) $54.12

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

Nordstrom, Inc. is a fashion specialty retailer, with 225 the United States stores located in 30 states as of March 16, 2012. The Company operates in two segments: Retail and Credit. As of March 16, 2012, the Retail segment includes its 116 Nordstrom branded full-line stores and its online store at www.nordstrom.com, its 105 off-price Nordstrom Rack stores and its other retail channels, including its online private sale subsidiary HauteLook, its two Jeffrey boutiques, one philanthropic treasure&bond store and one clearance store that operates under the name Last Chance. The Company’s Credit segment includes its wholly owned federal savings bank, Nordstrom fsb, through which it provides a private label credit card, two Nordstrom VISA credit cards and a debit card.

 

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.

Company name Worthington Industries, Inc.
Stock ticker WOR
Live stock price [stckqut]WOR[/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) $39.38
Target stock price (averages with growth) $35.04
Target stock price (averages with no growth) $24.11
Target stock price (manual assumptions) $24.92

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

Worthington Industries, Inc. (Worthington Industries) is a diversified metals processing company, focused on steel value-added steel processing and manufactured metal products. It operates in three segments: Steel Processing, Pressure Cylinders and Metal Framing. Its manufactured metal products include pressure cylinder products, such as propane, oxygen and helium tanks, hand torches, refrigerant and industrial cylinders, camping cylinders, scuba tanks and helium balloon kits; framing systems and stairs for mid-rise buildings; steel pallets and racks, and through joint ventures, suspension grid systems for concealed and lay-in panel ceilings, laser welded blanks; light gauge steel framing for commercial and residential construction and current and past model automotive service stampings. In September 2012, it acquired the Westerman Companies. In October 2012, its Pressure Cylinders segment has completed the sale of its European air brake tank business to Frauenthal Automotive.

 

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.

Company name Western Digital Corp.
Stock ticker WDC
Live stock price [stckqut]WDC[/stckqut]
P/E compared to competitors Good

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) $64.89
Target stock price (averages with growth) $83.98
Target stock price (averages with no growth) $66.59
Target stock price (manual assumptions) $47.19

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

Western Digital Corporation (WD) is a provider of solutions for the collection, storage, management, protection and use of digital content, including audio and video. Its principal products are hard drives, which are devices that use one or more rotating magnetic disks (magnetic media) to store and allow access to data. Its hard drives are used in desktop and notebook computers, corporate and cloud computing data centers, home entertainment equipment and stand-alone consumer storage devices. In addition to hard drives, its other products include solid-state drives and home entertainment and networking products. Effective March 8, 2012, it acquired Viviti Technologies Ltd. In May 2012, the Company completed the divestiture of certain 3.5-inch hard drive assets to Toshiba Corporation. As part of its deal with Toshiba, WD also completed its purchase of Toshiba Storage Device (Thailand) Company Limited (TSDT), which manufactured hard drives.

 

 

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.

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $329.76
Target stock price (averages with growth) $440.89
Target stock price (averages with no growth) $370.78
Target stock price (manual assumptions) $340.2

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

AutoZone, Inc. (AutoZone) is a retailer and a distributor of automotive replacement parts and accessories in the United States. As of August 25, 2012, AutoZone operated 4,685 stores in the United States, including Puerto Rico, and 321 in Mexico. The Company operates in two segments: Auto Parts Stores and Other. The Auto Parts Stores segment is a retailer and distributor of automotive parts and accessories through the Company’s 5,006 stores in the United States, Puerto Rico, and Mexico. The Other category reflects business activities that are not separately reportable, including ALLDATA which produces, sells and maintains diagnostic and repair information software used in the automotive repair industry, and e-Commerce, which includes direct sales to customers through www.autozone.com. During the fiscal year ended August 25, 2012 (fiscal 2012), the Company opened 193 stores and relocated 10 stores.

 

 

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.

 

Company name Ann Inc
Stock ticker ANN
Live stock price [stckqut]ANN[/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) $38.12
Target stock price (averages with growth) $39.7
Target stock price (averages with no growth) $24.62
Target stock price (manual assumptions) $37.06

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

ANN INC., through its wholly owned subsidiaries, is a specialty retailer of women’s apparel, shoes and accessories sold primarily under the Ann Taylor and LOFT brands. The Company’s Ann Taylor and LOFT brands offers a range of career and casual separates, dresses, tops, weekend wear, shoes and accessories. It offers updated past season sellers from the Ann Taylor and LOFT merchandise collections at its Ann Taylor Factory and LOFT Outlet stores, respectively, and the clients can also shop online at www.anntaylor.com and www.LOFT.com (together, Online Stores), or by phone at 1-800-DIAL-ANN and 1-888-LOFT-444. As of January 28, 2012, it operated 953 retail stores in 46 states, the District of Columbia and Puerto Rico, consisted of 280 Ann Taylor stores, 500 LOFT stores, 99 Ann Taylor Factory stores and 74 LOFT Outlet stores.

 

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.