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

Company name Ultratech, Inc.
Stock ticker UTEK
Live stock price [stckqut]UTEK[/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) $45
Target stock price (averages with growth) $75.42
Target stock price (averages with no growth) $73.64
Target stock price (manual assumptions) $42.36

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

Ultratech, Inc., develops, manufactures and markets photolithography, laser thermal processing, and inspection equipment. The Company manufactures for manufacturers of semiconductor devices, including advanced packaging processes and various nanotechnology components, such as thin film head magnetic recording devices (thin film heads or (TFHs)), laser diodes, high-brightness light emitting diodes (HBLEDs) and atomic layer deposition (ALD) for customers located throughout North America, Europe, Singapore, Japan, Taiwan, Korea and the rest of Asia. The Company supplies step-and-repeat photolithography systems based on one-to-one (1X) imaging technology to customers located throughout North America, Europe and Asia. In December 2012, it purchased certain assets of Cambridge NanoTech, Inc. (Cambridge).

 

Confident Investor comments: Ultratech is a relatively small company so you should be cautious how many small companies that you have in your portfolio. If you are looking for a small company to add though, 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.
 

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

Company name Ulta Salon, Cosmetics & Fragrance, Inc.
Stock ticker ULTA
Live stock price [stckqut]ULTA[/stckqut]
P/E compared to competitors Fair

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) $150.42
Target stock price (averages with growth) $205.87
Target stock price (averages with no growth) $140.8
Target stock price (manual assumptions) $140.05

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

Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta) is a beauty retailer, which provides one-stop shopping for prestige, mass and salon products and salon services in the United States. During the year ended January 28, 2012 (fiscal 2011), the Company opened 61 new stores. It operates full-service salons in all of its stores. Its Ulta store format includes an open and modern salon area with approximately eight to 10 stations. The entire salon area is approximately 950 square feet with a concierge desk, skin treatment room, semi-private shampoo and hair color processing areas. Each salon is a full-service salon offering hair cuts, hair coloring and permanent texture, with salons also providing facials and waxing.

 

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.

 

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

Company name Panera Bread Co
Stock ticker PNRA
Live stock price [stckqut]PNRA[/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) $281.81
Target stock price (averages with growth) $396.96
Target stock price (averages with no growth) $291.81
Target stock price (manual assumptions) $281.57

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

Panera Bread Company (Panera) s a national bakery-cafe concept with 1,541 Company-owned and franchise-operated bakery-cafe locations in42 states, the District of Columbia, and Ontario, Canada. Panera operates under the Panera Bread, Saint Louis Bread Co. and Paradise Bakery & Cafe trademark names. Its bakery-cafes are located in urban, suburban, strip mall, and regional mall locations. The Company operates in three business segments: Company bakery-cafe operations, franchise operations, and fresh dough and other product operations. As of December 27, 2011, its Company bakery-cafe operations segment consisted of 740 Company-owned bakery-cafes, located throughout the United States and in Ontario, Canada. On July 26, 2011, the Company purchased five Paradise Bakery & Cafe (Paradise) bakery-cafes and the related area development rights from an Indiana franchisee. On April 19, 2011, the Company purchased 25 bakery-cafes and the related area development rights from a Milwaukee franchisee.

 

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.

 

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

Company name Questcor Pharmaceuticals Inc
Stock ticker QCOR
Live stock price [stckqut]QCOR[/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) $72.41
Target stock price (averages with growth) $81.5
Target stock price (averages with no growth) $38.76
Target stock price (manual assumptions) $67

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

Questcor Pharmaceuticals, Inc. (Questcor) is a biopharmaceutical company. The Company is focused on the treatment of patients with serious, difficult-to-treat autoimmune and inflammatory disorders. Its primary product is H.P. Acthar Gel (repository corticotropin injection), or Acthar, an injectable drug that is approved by the United States food and drug administration (FDA), for the treatment of 19 indications. Its research and development program is focused on: the evaluation of the use of Acthar for certain on-label indications; the investigation of other potential uses of Acthar for indications not FDA approved; and the expansion of its understanding of how Acthar works in the human body (pharmacology), and ultimately, its mechanisms of action in the disease states for which it is used, or may be used in the future. The Company sells Doral to pharmaceutical wholesalers, which resell Doral primarily to retail pharmacies and hospitals.

 

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.

 

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

 

Company name Washington Banking Co
Stock ticker WBCO
Live stock price [stckqut]WBCO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $17.72
Target stock price (averages with growth) $16.91
Target stock price (averages with no growth) $13.44
Target stock price (manual assumptions) $18.31

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

Washington Banking Company is a bank holding company. The Company’s primary business is conducted by its wholly owned subsidiary, Whidbey Island Bank (the Bank). The business of the Bank, which is focused in the northern area of Western Washington, consists primarily of attracting deposits from the general public and originating loans. Whidbey Island Bank conducts a full-service, community, commercial banking business. The Bank also offers nondeposit managed investment products and services, which are not Federal Deposit Insurance Corporation (FDIC) insured. These programs are provided through the investment advisory companies Elliott Cove Capital Management LLC and DFC Services & DFC Insurance Services. Another nondeposit product offered through the Bank, which is not FDIC insured, is a sweep investment option available through a brokerage account.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

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