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Company name Cirrus Logic, Inc.
Stock ticker CRUS
Live stock price [stckqut]CRUS[/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 Good
Target stock price (TWCA growth scenario) $60.06
Target stock price (averages with growth) $88.43
Target stock price (averages with no growth) $60.06
Target stock price (manual assumptions) $57.11

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/crus

Cirrus Logic, Inc., incorporated on August 26, 1998, is engaged in providing integrated circuits (ICs) for audio and voice signal processing applications. The Company develops analog and mixed-signal ICs for a range of customers. The Company offers two product lines: Portable Audio, and Non-Portable Audio and Other. The Company’s products span the entire audio signal chain, from capture to playback, providing products for a range of smartphones, tablets, digital headsets, wearables and smart home applications. The Company’s primary facility housing engineering, sales and marketing, and administration functions is located in Austin, Texas. The Company offers products through both direct and indirect sales channels across the world.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cirrus Logic, Inc. as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Cirrus Logic, 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: $38.88
  • Growth: 0.2
  • Current EPS (TTM): $3.36
  • P/E: 11
  • Future EPS Calc: $8.36
  • Future Stock Price Calc: $91.96
  • Target stock price: $57.1

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Criteo SA (ADR)
Stock ticker CRTO
Live stock price [stckqut]CRTO[/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 Good
Target stock price (TWCA growth scenario) $39.11
Target stock price (averages with growth) $36.55
Target stock price (averages with no growth) $24.83
Target stock price (manual assumptions) $31.21

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/crto

Criteo S.A., incorporated on October 19, 2005, is a global technology company specializing in digital performance marketing. The Company’s solution consists of the Criteo Engine, the Company’s data assets, access to inventory, and its advertiser and publisher platforms. The Criteo Engine consists of various machine learning algorithms, such as prediction, recommendation, bidding and creative algorithms and the global hardware and software infrastructure. The Company operates in approximately 90 countries through a network of over 30 international offices located in Europe, the Americas, and the Asia-Pacific region. The Criteo Engine delivers advertisements through multiple marketing channels and formats, including display advertising banners, native advertising banners and marketing messages delivered to opt-in e-mail addresses. Advertisements are delivered on all devices and screens, including Web browsers on desktops and laptops, mobile Web browsers on smartphones and tablets, as well as mobile applications.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Criteo SA (ADR) as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Criteo SA (ADR) 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: $25.3
  • Growth: 0.15
  • Current EPS (TTM): $1.47
  • P/E: 17
  • Future EPS Calc: $2.95
  • Future Stock Price Calc: $50.26
  • Target stock price: $31.2

[/s2If]
I hope that this makes you a Confident Investor.

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Company name China Biologic Products Holdings, Inc.
Stock ticker CBPO
Live stock price [stckqut]CBPO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $130.58
Target stock price (averages with growth) $135.88
Target stock price (averages with no growth) $92.3
Target stock price (manual assumptions) $121.87

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/cbpo

China Biologic Products Holdings, Inc. is a biopharmaceutical company. The Company is principally engaged in the research, development, manufacturing, and sales of human plasma-based biopharmaceutical products in China. It operates through the manufacture and sales of human plasma products segment. China Biologic has a product portfolio with over 20 various dosage forms of plasma products and other biopharmaceutical products across nine categories.

The Company’s products include human albumin, human immunoglobulin, immunoglobulin for intravenous injection (IVIG), human hepatitis B immunoglobulin, human rabies immunoglobulin, human tetanus immunoglobulin, placenta polypeptide, Factor VIII and human prothrombin complex concentrate (PCC). The Company offers human albumin for the treatment of shock caused by blood loss trauma or burn, raised intracranial pressure caused by hydrocephalus or trauma, edema or ascites caused by hepatocirrhosis and nephropathy, prevention and treatment of low-density-lipoproteinemia, and neonatal hyperbilirubinemia. It offers human immunoglobulin and IVIG for the treatment of original immunoglobulin deficiency, such as X chain low immunoglobulin, familiar variable immune deficiency, immunoglobulin G secondary deficiency, secondary immunoglobulin deficiency, such as infection and newborn sepsis, and auto-immune deficiency diseases, such as original thrombocytopenia purpura or kawasaki disease. It offers human hepatitis B immunoglobulin for the prevention of measles and contagious hepatitis. It offers human rabies immunoglobulin for passive immunity from bites or claws by rabies or other infected animals. It offers human tetanus immunoglobulin for the prevention and therapy of tetanus. It offers placenta polypeptide for the treatment for cell immunity deficiency diseases, viral infection and leucopenia caused by various reasons, and also in postoperative healing. It offers Factor VIII for the treatment for coagulopathies, such as hemophilia A and increased concentration of coagulation factor VIII. It offers PCC for the treatment of congenital and acquired clotting factor II, VII, IX, X deficiency, such as Hemophilia B, excessive anticoagulant, and vitamin K deficiency.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in China Biologic Products Holdings, Inc. as long as the indicators that I describe in my book The Confident Investor are favorable.

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 China Biologic Products Holdings, 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: $84.52
  • Growth: 0.15
  • Current EPS (TTM): $2.38
  • P/E: 41
  • Future EPS Calc: $4.78
  • Future Stock Price Calc: $196.26
  • Target stock price: $121.86

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Booking Holdings Inc.
Stock ticker BKNG
Live stock price [stckqut]BKNG[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $2579.85
Target stock price (averages with growth) $3501.01
Target stock price (averages with no growth) $2616.67
Target stock price (manual assumptions) $2564.84

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/bkng

Booking Holdings Inc., formerly The Priceline Group Inc., incorporated on July 30, 1998, is a provider of travel and restaurant online reservation and related services. The Company, through its online travel companies (OTCs), connects consumers wishing to make travel reservations with providers of travel services across the world. It offers consumers an array of accommodation reservations (including hotels, bed and breakfasts, hostels, apartments, vacation rentals and other properties) through its Booking.com, priceline.com, and agoda.com brands. Its other brands include KAYAK, Rentalcars.com and OpenTable, Inc. (OpenTable).

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Booking Holdings Inc. as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Booking Holdings 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: $2071.99
  • Growth: 0.15
  • Current EPS (TTM): $50.09
  • P/E: 41
  • Future EPS Calc: $100.74
  • Future Stock Price Calc: $4130.7
  • Target stock price: $2564.84

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Arista Networks Inc
Stock ticker ANET
Live stock price [stckqut]ANET[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $401.44
Target stock price (averages with growth) $591.
Target stock price (averages with no growth) $401.44
Target stock price (manual assumptions) $403.72

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/anet

Arista Networks, Inc., incorporated on December 2, 2011, is a supplier of cloud networking solutions that use software innovations to address the needs of Internet companies, cloud service providers and data centers for enterprise support. The Company develops, markets and sells cloud networking solutions, which consist of its Gigabit Ethernet switches and related software. The Company’s cloud networking solutions consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. The programmability of EOS has allowed the Company to create a set of software applications that address the requirements of cloud networking, including workflow automation, network visibility, and analytics, and has also allowed it to integrate with a range of third-party applications for virtualization, management, automation, orchestration and network services. EOS supports cloud and virtualization solutions, including VMware NSX, Microsoft System Center, OpenStack and other cloud management frameworks.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Arista Networks Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Arista Networks 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: $259.91
  • Growth: 0.2
  • Current EPS (TTM): $6.7
  • P/E: 39
  • Future EPS Calc: $16.67
  • Future Stock Price Calc: $650.19
  • Target stock price: $403.72

[/s2If]
I hope that this makes you a Confident Investor.