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Company name Google Inc
Stock ticker GOOG
Live stock price [stckqut]GOOG[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $633.17
Target stock price (averages with growth) $839.56
Target stock price (averages with no growth) $628.82
Target stock price (manual assumptions) $607.82

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

Google Inc. (Google), is a global technology company. The Company’s business is primarily focused around key areas, such as search, advertising, operating systems and platforms, enterprise and hardware products. The Company generates revenue primarily by delivering online advertising. The Company also generates revenues from Motorola by selling hardware products. The Company provides its products and services in more than 100 languages and in more than 50 countries, regions, and territories. Effective February 7, 2014, Google Inc acquired the remaining 88% interest in Nest Labs Inc. Effective February 21, 2014, Google Inc acquired Spider.io, a provider of online fraud detection services. Effective March 12, 2014, Google Inc acquired Green Throttle Games. In April 2014, Google Inc acquired Titan Aerospace. Effective May 5, 2014, the Company acquired Rangespan. Effective May 6, 2014, the Company acquired Adometry Inc. Effective May 7, 2014, the Company acquired Appetas Inc.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Google 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 Google 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(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: $511

Growth: 0.14

Current EPS (TTM): $18.83

P/E: 27

Future EPS Calc: $36.25

Future Stock Price Calc: $978.9

Target stock price: $607.81

I hope that this makes you a better investor. [/s2If]

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Company name Fossil Group Inc
Stock ticker FOSL
Live stock price [stckqut]FOSL[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $120.81
Target stock price (averages with growth) $167.32
Target stock price (averages with no growth) $141.23
Target stock price (manual assumptions) $116.08

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

Fossil Group, Inc., formerly Fossil, Inc., a global designer, marketer and distributer company that specializes in consumer fashion accessories. The Company’s offerings include a line of men’s and women’s fashion watches and jewelry, handbags, small leather goods, belts, sunglasses, soft accessories and clothing. Its products are distributed globally through various distribution channels, including wholesale in countries where it has a physical presence, direct to the consumer through its retail stores and commercial websites and through third-party distributors in countries where the Company do not maintain a physical presence. It operates in four different segments: the North America Wholesale segment, the Europe Wholesale segment, Asia Pacific Wholesale segment and the Direct to Consumer segment. On December 31, 2012, the Company purchased substantially all of the assets of Bentrani Watches, LLC (Bentrani).

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Fossil Group 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 Fossil 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(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: $110.72

Growth: 0.12

Current EPS (TTM): $6.63

P/E: 16

Future EPS Calc: $11.68

Future Stock Price Calc: $186.94

Target stock price: $116.08

I hope that this makes you a better investor. [/s2If]

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Company name First Financial Bancorp
Stock ticker FFBC
Live stock price [stckqut]FFBC[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $24.5
Target stock price (averages with growth) $25.79
Target stock price (averages with no growth) $19.09
Target stock price (manual assumptions) $15.48

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

First Financial Bancorp. (First Financial) is a bank holding company. First Financial is engaged in the business of commercial banking and other banking and banking-related activities through its wholly owned subsidiary, First Financial Bank, National Association (the Bank). The Bank provides banking and financial services products through its three lines of business: commercial, retail and wealth management. The commercial and retail units provide banking services to individuals and businesses, which includes commercial lending, real estate lending and consumer financing. As of September 30, 2012, the Bank had $3.9 billion in loans and $4.9 billion in deposits. On December 10, 2012, the Bank opened a new banking center at Hessville. On December 17, 2012, the Bank opened a new banking center at Anderson. As of December 31, 2012, the Banks operated 122 banking centers.

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

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 First Financial Bancorp 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(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: $15.78

Growth: 0.1

Current EPS (TTM): $0.86

P/E: 18

Future EPS Calc: $1.38

Future Stock Price Calc: $24.93

Target stock price: $15.48

I hope that this makes you a better investor. [/s2If]

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Company name Extra Space Storage, Inc.
Stock ticker EXR
Live stock price [stckqut]EXR[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $77.34
Target stock price (averages with growth) $62.88
Target stock price (averages with no growth) $30.04
Target stock price (manual assumptions) $63.47

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

Extra Space Storage Inc. is a self-administered and self-managed real estate investment trust (REIT). The Company owns, operates, manages, acquires, develops and redevelops professionally managed self-storage facilities. As of December 31, 2011, Extra Space Storage Inc. held ownership interests in 697 operating properties. Of these operating properties, 356 are wholly owned, and 341 are owned in joint venture partnerships. An additional 185 operating properties that are owned by franchisees or third-parties in exchange for a management fee, bringing the total number of operating properties, which it owns and/or manages to 882. The Company operates in three segments: property management, acquisition and development; rental operations, and tenant reinsurance. In January 2014, Extra Space Storage Inc acquired a self storage portfolio of 17 assets located in Virginia.

”

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Extra Space Storage, 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 Extra Space Storage, 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(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: $51.66

Growth: 0.15

Current EPS (TTM): $1.54

P/E: 33

Future EPS Calc: $3.09

Future Stock Price Calc: $102.21

Target stock price: $63.46

I hope that this makes you a better investor. [/s2If]

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Company name Deckers Outdoor Corp
Stock ticker DECK
Live stock price [stckqut]DECK[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $102.98
Target stock price (averages with growth) $128.23
Target stock price (averages with no growth) $97.29
Target stock price (manual assumptions) $96.34

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

Deckers Outdoor Corporation designs footwear developed for both high performance outdoor activities and everyday casual lifestyle use. The Company markets its products under three brands: UGG, Teva, and Sanuk. The Company sells its products, including accessories, such as handbags and outerwear, through quality domestic and international retailers, international distributors, and directly to end-user consumers both domestically and internationally, through its Websites, call centers, retail concept stores and retail outlet stores. In addition to the Company’s primary brands, its other brands include TSUBO, a line of casual footwear; Ahnu, a line of outdoor performance and lifestyle footwear; MOZO, a line of footwear that combines running shoe technology with work shoe toughness for individuals that spend long hours working on their feet, and Hoka, a line of footwear for all capacities of runner designed to alleviate fatigue, impact and muscle strain.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

How was this analysis of Deckers Outdoor 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(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: $78.95

Growth: 0.15

Current EPS (TTM): $4.06

P/E: 19

Future EPS Calc: $8.16

Future Stock Price Calc: $155.15

Target stock price: $96.33

I hope that this makes you a better investor. [/s2If]