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Company name Ebix Inc
Stock ticker EBIX
Live stock price [stckqut]EBIX[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $30.43
Target stock price (averages with growth) $43.68
Target stock price (averages with no growth) $31.83
Target stock price (manual assumptions) $26.82

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

Ebix, Inc. (Ebix) is an international supplier of software and e-commerce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development for all entities involved in the insurance and financial industries. As of December 31, 2011, approximately 77% of Ebix revenues came from on-demand insurance Exchanges. On February 7, 2011 Ebix merged with ADAM, Inc. (ADAM) with a wholly owned subsidiary of Ebix. On November 15, 2011, Ebix acquired Health Connect Systems, Inc. (Health Connect). On June 8, 2012, the Company acquired PlanetSoft, Inc. In June 2012, the Company acquired Fintechnix. In August 2012, the Company acquired TriSystems Ltd., a online insurance trading hub that facilitates commercial insurance and reinsurance transactions between London intermediaries and insurance companies.

 

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 eBay Inc
Stock ticker EBAY
Live stock price [stckqut]EBAY[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $86.1
Target stock price (averages with growth) $106.25
Target stock price (averages with no growth) $75
Target stock price (manual assumptions) $82.81

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

eBay Inc. is a global technology company that enables commerce through three reportable segments: Marketplaces, Payments, and GSI. The Company by providing online platforms, tools and services to help individuals and small, medium and merchants around the globe engage in online and mobile commerce and payments, the Company can facilitate transactions. It has created an open source platform that provides software developers and merchants access to its applications programming interfaces, or APIs, to develop software and solutions for commerce. As of December 31, 2012, its Marketplaces segment had more than 112 million active users and more than 350 million listings globally, while its Payments segment had more than 122 million active registered accounts. During the fiscal year ended December 31, 2012, the Company completed three acquisitions, two of which are included in its Marketplaces segment and one in its Payments segment. In May 2012, the Company completed the sale of Rent.com.

 

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 Darling International Inc.
Stock ticker DAR
Live stock price [stckqut]DAR[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $29.59
Target stock price (averages with growth) $26.63
Target stock price (averages with no growth) $18.62
Target stock price (manual assumptions) $25.46

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

Darling International Inc. (Darling) is a provider of rendering, cooking oil and bakery waste recycling and recovery solutions. It collects and recycles animal by-products, bakery residual and used cooking oil from poultry and meat processors, commercial bakeries, grocery stores, butcher shops, and food service establishments and provides grease trap cleaning services to many of the same establishments. It sells these products domestically and internationally, primarily to producers of animal feed, pet food, fertilizer, bio-fuels and other consumer and industrial ingredients, including oleo-chemicals, soaps and leather goods for use as ingredients in their products or for further processing. On June 8, 2012, it completed its acquisition of substantially all of the assets of RVO BioPur, LLC (BioPur). In September 2012, it purchased of a river terminal and storage facility located on the Mississippi River in Muscatine, Iowa from CK Processing Company and River Terminal Corporation.

 

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $30.72
Target stock price (averages with growth) $42.68
Target stock price (averages with no growth) $33.86
Target stock price (manual assumptions) $24.85

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

Cirrus Logic, Inc. is a United States-based company, which supplies high-precision analog and digital signal processing components for audio and energy markets. The Companys products include analog-to-digital converters (ADCs), digital-to-analog converters (DACs), codecs that integrate ADCs and DACs into a single integrated circuit (IC), digital interface ICs, Class D digital amplifier controllers and power stages and audio DSPs. Its products are used in consumer applications, including smartphones, tablet personal computers (PCs), audio/video receivers, portable media players, soundbars, complete home theater systems, set-top boxes, gaming devices, sound cards and digital televisions (TVs). The Company offers applications for products within professional markets include digital mixing consoles, multitrack digital recorders and effects processors. Its applications for products within automotive markets include amplifiers, satellite radio systems and multispeaker car audio systems.

 

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $90.37
Target stock price (averages with growth) $161.2
Target stock price (averages with no growth) $173.4
Target stock price (manual assumptions) $64.13

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. Capital One Financial Corporation and its subsidiaries offer an array of financial products and services to consumers, small businesses and commercial clients through branches, the Internet and other distribution channels. As of December 31, 2012, the Company’s principal subsidiaries included Capital One Bank (USA), National Association (COBN), 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. On February 17, 2012, the Company acquired ING Direct business in the United States (ING Direct) from ING Groep N.V., ING Bank N.V., ING Direct N.V. and ING Direct Bancorp.

 

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.