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Company name Harley-Davidson, Inc.
Stock ticker HOG
Live stock price [stckqut]HOG[/stckqut]
P/E compared to competitors Fair

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) $85.66
Target stock price (averages with growth) $108.83
Target stock price (averages with no growth) $82.09
Target stock price (manual assumptions) $185.01

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

Harley-Davidson, Inc. produces heavyweight cruiser and touring motorcycles. HDFS provides wholesale and retail financing and insurance programs primarily to Harley-Davidson dealers and customers. The Company operates in two segments: the Motorcycles & Related Products (Motorcycles) segment and the Financial Services (Financial Services) segment. The Motorcycles segment designs, manufactures and sells at wholesale heavyweight (street legal with engine displacement of 651+cc) Harley-Davidson motorcycles as well as a line of motorcycle parts, accessories, general merchandise and related services. The Financial Services segment consists of Harley-Davidson Financial Services (HDFS). HDFS provides wholesale and retail financing and provides insurance and insurance-related programs primarily to Harley-Davidson dealers and their retail customers.

 

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.

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Company name HMS Holdings Corp.
Stock ticker HMSY
Live stock price [stckqut]HMSY[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $35.98
Target stock price (averages with growth) $52.57
Target stock price (averages with no growth) $37.99
Target stock price (manual assumptions) $35.63

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

HMS Holdings Corp. (HMS) provides cost containment services to Government and private healthcare payers and sponsors. Its services ensure that healthcare claims are paid correctly, and its coordination of benefits services ensure that they are paid by the responsible party. Together, these services help clients recover amounts from liable third parties; prevent future improper payments; reduce fraud, waste and abuse; and ensure regulatory compliance. Its clients are the Centers for Medicare & Medicaid Services (CMS); state Medicaid agencies; commercial health plans, including Medicaid managed care, Medicare Advantage, and group health lines of business; government and private employers; Pharmacy Benefit Managers (PBMs); child support agencies; the Veterans Health Administration (VHA); and other healthcare payers and sponsors. In December 2012, the Company acquired the assets and liabilities of MRM, which provides Workers’ Compensation recovery services for commercial health plans.

 

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.

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Company name Google Inc
Stock ticker GOOG
Live stock price [stckqut]GOOG[/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) $1349.35
Target stock price (averages with growth) $1757.36
Target stock price (averages with no growth) $1269.54
Target stock price (manual assumptions) $1138.96

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

Google Inc. (Google) is a global technology company focused on improving the ways people connect with information. The Company generates revenue primarily by delivering online advertising. As of December 31, 2011, the Company’s business was focused on areas, such as search, advertising, operating systems and platforms, and enterprise. Businesses use its AdWords program to promote their products and services with targeted advertising. In addition, the third parties that comprise the Google Network use its AdSense program to deliver relevant advertisements that generate revenue. In May 2012, Google acquired Motorola Mobility Holdings, Inc. As of January 2012, over 90 million people had joined Google+. n April 2013, Google Inc acquired Wavii. In May 2013, Google Inc acquired an undisclosed minority stake in LendingClub Corp. In May 2013, Google Inc acquired Makani Power.

 

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.

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Company name Goldcorp Inc. (USA)
Stock ticker GG
Live stock price [stckqut]GG[/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) $41.18
Target stock price (averages with growth) $64.86
Target stock price (averages with no growth) $62.3
Target stock price (manual assumptions) $34.23

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

Goldcorp Inc. (Goldcorp) is a gold producer engaged in the operation, exploration, development and acquisition of precious metal properties in Canada, the United States, Mexico and Central and South America. As of December 31, 2011, its producing mining properties were consisted of the Red Lake, Porcupine and Musselwhite gold mines in Canada; the Penasquito gold/silver/lead/zinc mine, Los Filos and El Sauzal gold mines in Mexico; the Marlin gold/silver mine in Guatemala; the Alumbrera gold/copper mine (37.5% interest) in Argentina; the Marigold (66.7% interest) and Wharf gold mines in the United States. As of December 31, 2011, its development projects included the Cerro Negro gold project in Argentina; the Eleonore and Cochenour gold projects in Canada; the Pueblo Viejo gold project (40% interest) in the Dominican Republic; the El Morro gold/copper project in Chile; the Noche Buena and Camino Rojo gold/silver projects in Mexico, and the Cerro Blanco gold/silver project in Guatemala.

 

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.

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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) $24.37
Target stock price (averages with growth) $22.51
Target stock price (averages with no growth) $16.28
Target stock price (manual assumptions) $15.97

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 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, in fact the company ranks as a Good company, but there are some concerns with the price of the stock. I am most concern with the lack of growth in revenue.

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