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Company name Cavco Industries, Inc.
Stock ticker CVCO
Live stock price [stckqut]CVCO[/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) $227.95
Target stock price (averages with growth) $226.65
Target stock price (averages with no growth) $102.76
Target stock price (manual assumptions) $206.69

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

Cavco Industries, Inc. designs and produces factory-built homes. The Company operates through two segments: factory-built housing, which includes wholesale and retail systems-built housing operations, and financial services, which includes manufactured housing consumer finance and insurance. Its factory-built homes are primarily distributed through a network of independent and the Company-owned retailers, planned community operators and residential developers. It markets its products under the brands, including Cavco Homes, Fleetwood Homes, Palm Harbor Homes, Fairmont Homes and Chariot Eagle. It is also a builder of park model recreational vehicle (RVs), vacation cabins and systems-built commercial structures, as well as modular homes built primarily under the Nationwide Homes brand. It also produces a range of Cape Cod-style homes and multi-family units, and builds commercial modular structures, including apartment buildings, schools and housing for the United States military troops.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cavco Industries, Inc.

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 Cavco Industries, 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: $147.55
  • Growth: 0.18
  • Current EPS (TTM): $4.85
  • P/E: 30
  • Future EPS Calc: $11.09
  • Future Stock Price Calc: $332.86
  • Target stock price: $206.68

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

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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 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) $82.4
Target stock price (averages with growth) $91.5
Target stock price (averages with no growth) $42.07
Target stock price (manual assumptions) $79.35

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

Cirrus Logic, Inc. 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 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. The Company’s portable audio products include analog and mixed-signal components designed for mobile devices including smartphones, tablets, digital headsets, wearables, smart accessories and portable media players. Its non-portable audio and other products include analog and mixed-signal components targeting the consumer market, including smart home applications, and the automotive, energy and industrial markets.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cirrus Logic, Inc.

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: $53.32
  • Growth: 0.2
  • Current EPS (TTM): $4.28
  • P/E: 12
  • Future EPS Calc: $10.65
  • Future Stock Price Calc: $127.8
  • Target stock price: $79.35

[/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 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) $446.11
Target stock price (averages with growth) $274.
Target stock price (averages with no growth) $74.45
Target stock price (manual assumptions) $142.39

 

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.

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: $92.27
  • Growth: 0.2
  • Current EPS (TTM): $3.84
  • P/E: 24
  • Future EPS Calc: $9.55
  • Future Stock Price Calc: $229.32
  • Target stock price: $142.39

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

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Company name Alibaba Group Holding Ltd
Stock ticker BABA
Live stock price [stckqut]BABA[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $266.86
Target stock price (averages with growth) $295.14
Target stock price (averages with no growth) $134.25
Target stock price (manual assumptions) $265.25

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

Alibaba Group Holding Limited is a holding company. Through its subsidiaries, the Company is engaged in online and mobile commerce through offering of products, services and technology that enable merchants, brands and other businesses to transform the way they market, sell and operate in the People’s Republic of China (China) and internationally. Its businesses consist of core commerce, cloud computing, mobile media and entertainment, and other innovation initiatives. Through investee affiliates, it also participates in the logistics and local services sectors. Retail commerce in China operated by the Company includes the China online commerce destination (Taobao Marketplace); the China third-party platform for brands and retailers (Tmall), and the sales and marketing platform for flash sales (Juhuasuan). Wholesale commerce in China operated by the Company includes the China domestic wholesale marketplace (1688.com) and the wholesale marketplace for global trade (Alibaba.com).

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Alibaba Group Holding Ltd.

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 Alibaba Group Holding Ltd 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: $172.71
  • Growth: 0.2
  • Current EPS (TTM): $2.96
  • P/E: 58
  • Future EPS Calc: $7.36
  • Future Stock Price Calc: $427.19
  • Target stock price: $265.25

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

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Company name Applied Materials, Inc.
Stock ticker AMAT
Live stock price [stckqut]AMAT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $67.79
Target stock price (averages with growth) $75.67
Target stock price (averages with no growth) $35.26
Target stock price (manual assumptions) $67.3

 

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

Applied Materials, Inc. provides manufacturing equipment, services and software to the global semiconductor, display and related industries. The Company’s segments are Semiconductor Systems, which includes semiconductor capital equipment for etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation; Applied Global Services, which provides integrated solutions to optimize equipment and fab performance and productivity; Display and Adjacent Markets, which includes products for manufacturing liquid crystal displays, organic light-emitting diodes, upgrades and roll-to-roll Web coating systems and other display technologies for televisions, personal computers, smart phones and other consumer-oriented devices, and Corporate and Other segment, which includes revenues from products, as well as costs of products sold for fabricating solar photovoltaic cells and modules, and certain operating expenses.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Applied Materials, Inc.

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 Applied Materials, 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: $43.96
  • Growth: 0.2
  • Current EPS (TTM): $2.42
  • P/E: 18
  • Future EPS Calc: $6.02
  • Future Stock Price Calc: $108.39
  • Target stock price: $67.3

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