By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name TriNet Group Inc
Stock ticker TNET
Live stock price [stckqut]TNET[/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) $68.62
Target stock price (averages with growth) $101.03
Target stock price (averages with no growth) $68.62
Target stock price (manual assumptions) $70.08

 

The following company description is from Google Finance: https://finance.google.com/finance?q=tnet

TriNet Group, Inc. is a provider of human resources (HR) solutions for small to medium-sized businesses (SMBs). The Company’s HR solutions include services, such as multi-state payroll processing and tax administration, employee benefits programs, including health insurance and retirement plans, workers’ compensation insurance and claims management, employment and benefit law compliance, and other services. The Company provides an HR technology platform with online and mobile tools that allow its clients and their worksite employees (WSEs) to store, view and manage their HR-related information and conduct a range of HR-related transactions anytime and anywhere. The Company’s HR products and solutions include capabilities, such as technology platform, HR expertise, benefits and compliance. The Company’s clients are distributed across a range of industries, including technology, life sciences, financial services, property management, retail, manufacturing and hospitality.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in TriNet Group Inc as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding TriNet Group to 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. 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 TriNet Group 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: $44.34
  • Growth: 0.2
  • Current EPS (TTM): $1.89
  • P/E: 24
  • Future EPS Calc: $4.7
  • Future Stock Price Calc: $112.87
  • Target stock price: $70.08

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name T-Mobile US Inc
Stock ticker TMUS
Live stock price [stckqut]TMUS[/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) $98.14
Target stock price (averages with growth) $144.48
Target stock price (averages with no growth) $98.14
Target stock price (manual assumptions) $94.56

 

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

T-Mobile US, Inc., incorporated on March 10, 2004, is a wireless company. As of December 31, 2016, the Company provided wireless communications services, including voice, messaging and data, to over 71 million customers in the postpaid, prepaid and wholesale markets. It provides services, devices and accessories across its brands, T-Mobile and MetroPCS. It provides wireless communication services through a range of service plan options. The Company offers a device trade-in program, Just Upgrade My Phone (JUMP!), which provides customers a specified-price trade-in right to upgrade their device. It offers a range of wireless devices, including handsets, tablets and other mobile communication devices, and accessories for sale, as well as financing through equipment installment plans (EIPs) and leasing through JUMP On Demand. In addition, it sells devices to dealers and other third-party distributors for resale through third-party retail outlets and a range of third-party Websites. It also provides reinsurance for handset insurance policies and extended warranty contracts offered to its mobile communications customers.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in T-Mobile US Inc as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding T-Mobile to 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. 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 T-Mobile US 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: $63.51
  • Growth: 0.2
  • Current EPS (TTM): $2.55
  • P/E: 24
  • Future EPS Calc: $6.34
  • Future Stock Price Calc: $152.28
  • Target stock price: $94.55

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Criteo SA (ADR)
Stock ticker CRTO
Live stock price [stckqut]CRTO[/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) $40.31
Target stock price (averages with growth) $47.52
Target stock price (averages with no growth) $32.28
Target stock price (manual assumptions) $31.87

The following company description is from Google Finance: https://finance.google.com/finance?q=crto
Criteo SA is a France-based company specializing in digital performance marketing. Its 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 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 smart phones and tablets, as well as mobile applications. It operates in approximately 90 countries through a network of over 30 international offices located in Europe, the Americas and the Asia-Pacific region.

 

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. I am adding Criteo to 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. 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: $26.03
  • Growth: 0.15
  • Current EPS (TTM): $1.16
  • P/E: 22
  • Future EPS Calc: $2.33
  • Future Stock Price Calc: $51.32
  • Target stock price: $31.87

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Transportadora de Gas del Sur SA (ADR)
Stock ticker TGS
Live stock price [stckqut]TGS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $34.26
Target stock price (averages with growth) $50.44
Target stock price (averages with no growth) $34.26
Target stock price (manual assumptions) $34.5

 

The following company description is from Google Finance: https://finance.google.com/finance?q=tgs

Transportadora de Gas del Sur S.A. is engaged in the transportation of natural gas and production and commercialization of natural gas liquids (Liquids). The Company operates through four segments: Natural Gas Transportation Services, Liquids Production and Commercialization, Other Services and Telecommunications. The Company’s pipeline system connects gas fields in southern and western Argentina with gas distributors and industries in those areas and in the greater Buenos Aires area. It also provides midstream services, which consist of gas treatment, removal of impurities from the natural gas stream, gas compression, wellhead gas gathering and pipeline construction, operation and maintenance services. The Company transports gas through approximately 5,675 miles of pipeline, of which it owns 4,745 miles. It operates the remaining 930 miles, which are owned by the Gas Trusts.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Transportadora de Gas del Sur SA (ADR) as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding Transportadora de Gas del Sur SA to 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. 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 Transportadora de Gas del Sur 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: $22.23
  • Growth: 0.2
  • Current EPS (TTM): $0.77
  • P/E: 29
  • Future EPS Calc: $1.91
  • Future Stock Price Calc: $55.56
  • Target stock price: $34.5

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

By:
On:
In: Good company, Stock analysis
With: 0 Comments

Company name Charles Schwab Corp
Stock ticker SCHW
Live stock price [stckqut]SCHW[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $76.1
Target stock price (averages with growth) $114.12
Target stock price (averages with no growth) $78.93
Target stock price (manual assumptions) $73.97

 

The following company description is from Google Finance: https://finance.google.com/finance?q=schw

The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, money management and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services and other corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services as well as retirement business services. The Company offers a range of products to address individuals’ varying investment and financial needs. Its product offerings include brokerage, mutual funds, ETFs, advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities. Mutual funds offer third-party mutual funds through the Mutual Fund Marketplace.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Charles Schwab Corp as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding Charles Schwab Corp to 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. 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 Charles Schwab Corp 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: $51.37
  • Growth: 0.19
  • Current EPS (TTM): $1.56
  • P/E: 32
  • Future EPS Calc: $3.72
  • Future Stock Price Calc: $119.12
  • Target stock price: $73.96

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