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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $28.59
Target stock price (averages with growth) $25.99
Target stock price (averages with no growth) $18.42
Target stock price (manual assumptions) $22.98

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. The Company collects and recycles animal by-products, bakery waste 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. The Company operates in two segments: Rendering and Bakery. The Company operates over 120 processing and transfer facilities located throughout the United States to process raw materials into finished products. In June 2012, the Company acquired RVO BioPur, LLC. 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.

 

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Company name CARBO Ceramics Inc.
Stock ticker CRR
Live stock price [stckqut]CRR[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $59.7
Target stock price (averages with growth) $69.68
Target stock price (averages with no growth) $72.62
Target stock price (manual assumptions) $62.92

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

CARBO Ceramics Inc., is a supplier of ceramic proppant. The Company is a provider of software, and consulting services, spill prevention, containment and geotechnical monitoring. The Company sells its products and services to operators of oil and natural gas wells and to oilfield service companies. The Company’s products and services are primarily used in the hydraulic fracturing of natural gas and oil wells. The Company primarily manufactures five ceramic proppants. CARBOHSP and CARBOPROP are proppants designed primarily for use in deep oil and gas wells. CARBOHSP ceramic proppants manufactured by the Company is used primarily in the fracturing of deep oil and gas wells. CARBOLITE, CARBOECONOPROP and CARBOHYDROPROP are lightweight ceramic proppants. CARBOLITE is used in medium depth oil and gas wells. During the year ended December 31, 2011, the Company generated approximately 79% of its revenues in the United States and 21% in international markets.

 

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

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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 Fair
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $88.55
Target stock price (averages with growth) $171.68
Target stock price (averages with no growth) $191.15
Target stock price (manual assumptions) $74.56

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. The Company and its subsidiaries offer a range of financial products and services to consumers, small businesses and commercial clients through branches, the Internet and other distribution channels. It has three segments: Credit Card, which consists of its domestic consumer and small business card lending, national small business lending, national closed end installment lending and the international card lending businesses; Consumer Banking, which consists of branch-based lending and deposit gathering activities for consumers and small businesses, national deposit gathering, national auto lending and consumer home loan lending and servicing activities, and Commercial Banking, which consists of its lending, deposit gathering and treasury management services to commercial real estate and middle market customers. On January 7, 2011, it acquired the credit card loan portfolio of Hudson’s Bay Company.

 

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

 

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Company name Cummins Inc.
Stock ticker CMI
Live stock price [stckqut]CMI[/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) $148.59
Target stock price (averages with growth) $204.86
Target stock price (averages with no growth) $162.26
Target stock price (manual assumptions) $125.64

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

Cummins Inc. is a diesel engine manufacturer. The Company designs, manufactures, distributes and services diesel and natural gas engines, electric power generation systems and engine-related component products, including filtration, exhaust aftertreatment, fuel systems, fuel systems, controls systems, air handling systems and electric power. The Company sells its products to original equipment manufacturers (OEMs), distributors and other customers worldwide. It serves its customers through a network of more than 600 company owned and independent distributor locations and more than 6,500 dealer locations in more than 190 countries and territories. It has four segments: Engine, Power Generation, Components and Distribution. In April 2011, the Company sold its exhaust business to Global Tube. In July 2012, the Company acquired the emission control assets of Hilite International in Marktheidenfeld. The Hilite assets are part of Cummins Emission Solution (CES).

 

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

 

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Company name Chipotle Mexican Grill, Inc.
Stock ticker CMG
Live stock price [stckqut]CMG[/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) $519.82
Target stock price (averages with growth) $701.06
Target stock price (averages with no growth) $469.44
Target stock price (manual assumptions) $521.35

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

Chipotle Mexican Grill, Inc. and its subsidiaries (Chipotle) operate restaurants throughout the United States, as well as two restaurants in Toronto, Canada and two in London, England. As of December 31, 2011, Chipotle operated 1,230 restaurants, which includes one ShopHouse Southeast Asian Kitchen. The Company’s restaurants serve a menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads. The Company manages its operations and restaurants based on six regions that all report into a single segment. As of December 31, 2011, the Company delivered ingredients and other supplies to its restaurants from 22 independently owned and operated regional distribution centers. Chipotle categorizes its restaurants as either end-caps (at the end of a line of retail outlets), in-lines (in a line of retail outlets), free-standing or other.

 

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