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Company name ePlus Inc.
Stock ticker PLUS
Live stock price [stckqut]PLUS[/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) $83.48
Target stock price (averages with growth) $7.18
Target stock price (averages with no growth) $5.4
Target stock price (manual assumptions) $67.38

The following company description is from Google Finance: https://www.google.com/finance?q=NASDAQ%3APLUS&sq=plus&sp=5&ei=iAicUrjSFtO60AGuJw

ePlus inc. (ePlus), along with its subsidiaries, is engaged in the business of selling, leasing, financing and managing information technology and other assets and provides software. The Company operates in two segments: technology sales business segment and financing business segment. The technology sales business segment includes sales of information technology hardware, third party software, professional engineering services, and third party maintenance contracts and the Company’s software. The Company’s financing business segment consists of the financing of equipment. On November 14, 2013, the Company’s subsidiary, ePlus Technology, Inc. acquired AdviStor, Inc.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in ePlus Inc. as long as the price is correct. Most of the fundamentals of ePlus Inc. are good, in fact the company ranks as a Good company, but there are some concerns with the price of the stock. I am not adding this company to my Watch List even though the stock is a Good Company.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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: $54.02

Growth: 0.15

Current EPS (TTM): $4.15

P/E: 13

Future EPS Calc: $8.34

Future Stock Price Calc: $108.51

Target stock price: $67.37

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

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Titan Machinery

Company name Titan Machinery Inc.
Stock ticker TITN
Live stock price [stckqut]TITN[/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) $27.57
Target stock price (averages with growth) $44.52
Target stock price (averages with no growth) $37.88
Target stock price (manual assumptions) $26.51

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

Titan Machinery Inc. owns and operates a network of agricultural and construction equipment stores in the United States and Europe. It is a retail dealer of Case IH Agriculture equipment and a retail dealer of New Holland Agriculture, Case Construction and New Holland Construction equipment in the United States. It operates in two segments: Agriculture and Construction. The agricultural equipment, which it sells and services includes machinery and attachments for uses ranging from large-scale farming to home and garden use. The construction equipment it sells and services includes heavy construction and light industrial machinery for commercial and residential construction, road and highway construction and mining. In February 2013, it acquired Tucson Tractor Company. In March 2013, it acquired Adobe CE, LLC, consisting of one Case Construction equipment dealership located in Albuquerque, New Mexico.

 

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

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

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: $17.81

Growth: 0.2

Current EPS (TTM): $1.56

P/E: 11

Future EPS Calc: $3.88

Future Stock Price Calc: $42.69

Target stock price: $26.51

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

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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 Fair
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $78.15
Target stock price (averages with growth) $102.44
Target stock price (averages with no growth) $71
Target stock price (manual assumptions) $80

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

Cerner Corporation is a supplier of healthcare information technology solutions, services, devices and hardware. Cerner solutions optimize processes for healthcare organizations. These solutions are licensed by 9,300 facilities globally, including more than 2,650 hospitals; 3,750 physician practices 40,000 physicians; 500 ambulatory facilities, such as laboratories, ambulatory centers, cardiac facilities, radiology clinics and surgery centers; 800 home health facilities; 40 employer sites and 1,600 retail pharmacies. It operates in two segments: domestic, which includes revenue contributions and expenditures associated with business activity in the United States, and global, which includes revenue contributions and expenditures linked to business activity in Argentina, Aruba, Canada, Cayman Islands, Chile, Puerto Rico, Saudi Arabia, Singapore, Spain and the United Arab Emirates. Effective March 18, 2013, it acquired Labotix Automation Inc.

 

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.

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: $55.9

Growth: 0.18

Current EPS (TTM): $1.28

P/E: 44

Future EPS Calc: $2.92

Future Stock Price Calc: $128.84

Target stock price: $80

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

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Company name Analog Devices, Inc.
Stock ticker ADI
Live stock price [stckqut]ADI[/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) $50
Target stock price (averages with growth) $67.26
Target stock price (averages with no growth) $61.09
Target stock price (manual assumptions) $50.3

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

Analog Devices, Inc. (Analog Devices) is engaged in the design, manufacture and marketing of a range of analog, mixed-signal and digital signal processing integrated circuits (ICs). The Company produces a range of products, including data converters, amplifiers and linear products, radio frequency (RF) ICs, power management products, sensors based on micro-electro mechanical systems (MEMS) technology and other sensors, and processing products, including DSP and other processors, which are designed to meet the needs of a base of customers. The Company’s products are embedded inside many different types of electronic equipment, including industrial process control systems; instrumentation and measurement systems; wireless infrastructure equipment, and aerospace and defense electronics. The Company designs , manufactures and markets a range of ICs, which incorporate analog, mixed-signal and digital signal processing technologies. On March 30, 2012, the Company acquired Multigig, Inc.

 

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

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

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: $46.75

Growth: 0.11

Current EPS (TTM): $2.09

P/E: 23

Future EPS Calc: $3.52

Future Stock Price Calc: $81

Target stock price: $50.29

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

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Company name Nordson Corporation
Stock ticker NDSN
Live stock price [stckqut]NDSN[/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) $114.48
Target stock price (averages with growth) $141.84
Target stock price (averages with no growth) $97.79
Target stock price (manual assumptions) $105.6

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

Nordson Corporation is a manufacturer of equipment used for precision material dispensing, testing and inspection, surface preparation and curing. Its technology-based systems can be found in production facilities globally. It serves diverse markets, including the appliance, automotive, bookbinding, container, converting, electronics, food and beverage, furniture, life sciences and medical, light emitting diodes (LED), metal finishing, nonwoven, packaging, semiconductor and solar energy industries. Its products are marketed through a network of direct operations in more than 30 countries. The Company operates in three segments: Adhesive Dispensing Systems, Advanced Technology Systems and Industrial Coating Systems. In September 2013, Nordson Corporation completed the acquisition of Munster, Germany based Kreyenborg Group’s Kreyenborg GmbH and BKG Bruckmann & Kreyenborg Granuliertechnik GmbH companies.

 

Confident Investor comments: Few companies can deliver so well as to put this much green into the scorecard. At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

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

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: $74.07

Growth: 0.18

Current EPS (TTM): $3.54

P/E: 21

Future EPS Calc: $8.09

Future Stock Price Calc: $170.07

Target stock price: $105.6

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