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

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) $53.16
Target stock price (averages with growth) $48.21
Target stock price (averages with no growth) $22.08
Target stock price (manual assumptions) $53.3

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

Cirrus Logic, Inc. (Cirrus Logic) develops high-precision, analog and mixed-signal integrated circuits (ICs) for a range of audio and energy markets. Cirrus Logic delivers products for consumer and professional audio, automotive entertainment, and targeted industrial applications including energy control, energy measurement, light emitting diode (LED) lighting and energy exploration. The Company also serves customers from sales offices in the United States, Europe and Asia, including the People’s Republic of China, Hong Kong, South Korea, Japan, Singapore, Taiwan and the United Kingdom. The Audio Products segment offers analog and mixed-signal audio converter and audio DSP products. The Energy Products provides high-precision analog and mixed-signal ICs for targeted energy control, energy measurement, LED lighting and energy exploration applications.

 

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: $34.58
  • Growth: 0.2
  • Current EPS (TTM): $0.69
  • P/E: 50
  • Future EPS Calc: $1.71
  • Future Stock Price Calc: $85.84
  • Target stock price: $53.3

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

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Company name Capital One Financial Corp.
Stock ticker COF
Live stock price [stckqut]COF[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $124.14
Target stock price (averages with growth) $104.08
Target stock price (averages with no growth) $49.31
Target stock price (manual assumptions) $87.24

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

Capital One Financial Corporation is a diversified financial services holding company with banking and non-banking subsidiaries. The Company and its subsidiaries offer a range of financial products and services to consumers, small businesses and commercial clients through branches, the internet and other distribution channels. As of September 30, 2014, its principal subsidiaries included: Capital One Bank (USA), National Association (COBNA), which offers credit and debit card products, other lending products and deposit products; and Capital One, National Association (CONA), which offers a spectrum of banking products and financial services to consumers, small businesses and commercial clients. The Company’s principal operations are organized for management reporting purposes into three primary business segments, which are defined primarily based on the products and services provided or the type of customer served: Credit Card, Consumer Banking and Commercial Banking.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Capital One Financial Corp.

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 Capital One Financial 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: $80.32
  • Growth: 0.11
  • Current EPS (TTM): $7.58
  • P/E: 11
  • Future EPS Calc: $12.77
  • Future Stock Price Calc: $140.5
  • Target stock price: $87.23

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

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Company name Cummins Inc.
Stock ticker CMI
Live stock price [stckqut]CMI[/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) $146.01
Target stock price (averages with growth) $136.82
Target stock price (averages with no growth) $73.37
Target stock price (manual assumptions) $141.56

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

Cummins Inc is a diesel engine manufacturer. The Company designs, manufactures, distributes and services diesel and natural gas engines and engine-related component products, including filtration, after-treatment, turbochargers, fuel systems, controls systems, air handling systems and electric power generation systems. The Company has four operating segments: Engine, Components, Power Generation and Distribution. The Engine segment manufactures and markets a broad range of diesel and natural gas powered engines. The Components segment supplies products which complement Engine segment such as after-treatment systems, turbochargers, filtration products and fuel systems for commercial diesel applications. The Power Generation segment designs and manufactures components that make up power generation systems, including controls, alternators, transfer switches and switchgear. The Distribution segment distributes the products and services to end-users.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cummins 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 Cummins 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: $137.88
  • Growth: 0.11
  • Current EPS (TTM): $9.02
  • P/E: 15
  • Future EPS Calc: $15.19
  • Future Stock Price Calc: $227.98
  • Target stock price: $141.56

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

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Company name Colfax Corp
Stock ticker CFX
Live stock price [stckqut]CFX[/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) $75.94
Target stock price (averages with growth) $64.94
Target stock price (averages with no growth) $29.44
Target stock price (manual assumptions) $63.06

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

Colfax Corporation (Colfax) is a global industrial manufacturing and engineering company. The Company is engaged in provides gas- and fluid-handling and fabrication technology products and services to commercial and governmental customers around the world under the Howden, ESAB and Colfax Fluid Handling brand names. The Company’s reportable segments are gas- and fluid handling and fabrication technology segments. The gas- and fluid handling segment is engaged design, manufacture, install and maintain gas- and fluid-handling products for use in a range of markets, including power generation, oil, gas and petrochemical, mining, marine and general industrial. Its fabrication technology formulates, develops, manufactures and supplies consumable products and equipment for use in the cutting and joining of steels, aluminum and other metals and metal alloys.

 

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

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 Colfax 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: $49.16
  • Growth: 0.15
  • Current EPS (TTM): $2.97
  • P/E: 17
  • Future EPS Calc: $5.97
  • Future Stock Price Calc: $101.55
  • Target stock price: $63.05

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

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Company name Cerner Corporation
Stock ticker CERN
Live stock price [stckqut]CERN[/stckqut]
P/E compared to competitors Fair

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) $110.36
Target stock price (averages with growth) $123.74
Target stock price (averages with no growth) $56.77
Target stock price (manual assumptions) $91.79

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

Cerner Corporation (Cerner) is a healthcare information technology company. The Company offers a range of software, professional services, medical device integration, remote hosting and employer health and wellness services. It designs, develops, markets, installs, hosts and supports healthcare information technology, health care devices, hardware and content solutions for healthcare organizations and consumers. The Company also provides range of value-added services, including implementation and training, remote hosting, operational management services, revenue cycle services, support and maintenance, healthcare data analysis, clinical process optimization, transaction processing, employer health centers, employee wellness programs and third-party administrator services for employer-based health plans. Cerner’s systems are used by individual consumers, single-doctor practices, hospitals, employers and entire countries.

 

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

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 Cerner Corporation 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: $73.4
  • Growth: 0.15
  • Current EPS (TTM): $1.5
  • P/E: 49
  • Future EPS Calc: $3.01
  • Future Stock Price Calc: $147.83
  • Target stock price: $91.79

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