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

 

Company name Arista Networks Inc
Stock ticker ANET
Live stock price [stckqut]ANET[/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) $391.17
Target stock price (averages with growth) $369.5
Target stock price (averages with no growth) $369.5
Target stock price (manual assumptions) $372.43

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/anet

Arista Networks, Inc., incorporated on December 2, 2011, is a supplier of cloud networking solutions that use software innovations to address the needs of Internet companies, cloud service providers and data centers for enterprise support. The Company develops, markets and sells cloud networking solutions, which consist of its Gigabit Ethernet switches and related software. The Company’s cloud networking solutions consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. The programmability of EOS has allowed the Company to create a set of software applications that address the requirements of cloud networking, including workflow automation, network visibility and analytics, and has also allowed it to integrate with a range of third-party applications for virtualization, management, automation, orchestration and network services. EOS supports cloud and virtualization solutions, including VMware NSX, Microsoft System Center, OpenStack and other cloud management frameworks.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Arista Networks Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Arista Networks Inc calculated?

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(access_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: $253.34
  • Growth: 0.19
  • Current EPS (TTM): $4.57
  • P/E: 55
  • Future EPS Calc: $10.9
  • Future Stock Price Calc: $599.8
  • Target stock price: $372.43

[/s2If]
I hope that this makes you a Confident Investor.

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

 

Company name Amazon.com, Inc.
Stock ticker AMZN
Live stock price [stckqut]AMZN[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $2837.24
Target stock price (averages with growth) $2837.24
Target stock price (averages with no growth) $2837.24
Target stock price (manual assumptions) $2851.69

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/amzn

Amazon.com, Inc., incorporated on May 28, 1996, offers a range of products and services through its Websites. The Company operates through three segments: North America, International and Amazon Web Services (AWS). The Company’s products include merchandise and content that it purchases for resale from vendors and those offered by third-party sellers. It also manufactures and sells electronic devices. The Company, through its subsidiary, Whole Foods Market, Inc., offers healthy and organic food and staples across its stores. The Company also offers a range of products like whole trade bananas, organic avocados, organic large brown eggs, organic responsibly-farmed salmon and tilapia, organic baby kale and baby lettuce, animal-welfare-rated 85% lean ground beef, creamy and crunchy almond butter, organic gala and fuji apples, organic rotisserie chicken.

The Company’s Whole Foods Market healthy and private label products include 365 Everyday Value, Whole Foods Market, Whole Paws and Whole Catch available through Amazon.com, AmazonFresh, Prime Pantry and Prime Now. The Company also offers Amazon Lockers that is available in select Whole Foods Market stores. Customers can have products shipped from www.Amazon.com to their local Whole Foods Market store for pick up or send returns back to Amazon during a trip to the store.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Amazon.com, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Amazon.com, Inc. calculated?

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(access_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: $1836.43
  • Growth: 0.2
  • Current EPS (TTM): $23.97
  • P/E: 77
  • Future EPS Calc: $59.64
  • Future Stock Price Calc: $4592.66
  • Target stock price: $2851.68

[/s2If]
I hope that this makes you a Confident Investor.

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

 

Company name AMN Healthcare Services, Inc.
Stock ticker AMN
Live stock price [stckqut]AMN[/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) $67.84
Target stock price (averages with growth) $53.51
Target stock price (averages with no growth) $53.51
Target stock price (manual assumptions) $67.63

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/amn

AMN Healthcare Services, Inc., incorporated on November 10, 1997, provides healthcare workforce solutions and staffing services at acute and sub-acute care hospitals and other healthcare facilities throughout the United States. The Company’s segments include nurse and allied solutions, locum tenens solutions and other workforce solutions. Through its suite of solutions, the Company provides technology, analytics and services to build and manage all or a portion of its clients’ healthcare workforce needs, from nurses, doctors and allied health professionals to healthcare leaders and executives, both on a temporary and permanent basis. It offers managed services programs (MSP), vendor management systems (VMS), predictive analytics, workforce optimization consulting, recruitment process outsourcing (RPO), interim and executive leadership, and remote medical coding. It offers various services, including travel nurse staffing; rapid response nurse staffing and labor disruption services; local, or per diem, staffing; locum tenens staffing; allied staffing; physician permanent placement services, and health information management.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in AMN Healthcare Services, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of AMN Healthcare Services, Inc. calculated?

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(access_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: $49.62
  • Growth: 0.17
  • Current EPS (TTM): $2.76
  • P/E: 18
  • Future EPS Calc: $6.05
  • Future Stock Price Calc: $108.92
  • Target stock price: $67.63

[/s2If]
I hope that this makes you a Confident Investor.

By:
On:
In: Daily gains
With: 0 Comments
Symbol Stock Price change today
FB Facebook, Inc. Common Stock 1.795%
HSKA Heska Corp 1.7647%
PYPL Paypal Holdings Inc 1.7205%
EA Electronic Arts Inc. 1.2891%
ADBE Adobe Systems Incorporated 1.2665%
MA Mastercard Inc 0.7754%
NXST Nexstar Media Group Inc 0.7478%
AMZN Amazon.com, Inc. 0.7212%
GTN Gray Television, Inc. 0.719%
V Visa Inc 0.6579%
MTZ MasTec, Inc. 0.6515%
THRM Gentherm Inc 0.6162%
LULU Lululemon Athletica inc. 0.4457%
COHR Coherent, Inc. 0.3087%
MEI Methode Electronics Inc. 0.1898%
ILMN Illumina, Inc. 0.176%
NSP Insperity Inc 0.1741%
NFLX Netflix, Inc. 0.11%
GOOGL Alphabet Inc Class A 0.0834%
ULTA Ulta Beauty Inc -0.0716%
BABA Alibaba Group Holding Ltd -0.1226%
TNET TriNet Group Inc -0.1604%
MKSI MKS Instruments, Inc. -0.2421%
SUI Sun Communities Inc -0.3171%
ABMD ABIOMED, Inc. -0.3661%
TGS Transportadora de Gas del Sur SA (ADR) -0.3912%
AAPL Apple Inc. -0.4135%
AVGO Broadcom Inc -0.5704%
SBUX Starbucks Corporation -0.5909%
DPZ Domino’s Pizza, Inc. -0.6652%
AMN AMN Healthcare Services, Inc. -0.76%
ANET Arista Networks Inc -1.0159%
HZO MarineMax Inc -1.0572%
KNX Knight-Swift Transportation Holdings Inc -1.1333%
CBPO China Biologic Products Holdings Inc -1.1758%
CVGW Calavo Growers, Inc. -1.2303%
AMAT Applied Materials, Inc. -1.2405%
NVDA NVIDIA Corporation -1.2539%
BKNG Booking Holdings Inc -1.3275%
WCG WellCare Health Plans, Inc. -1.3828%
REGN Regeneron Pharmaceuticals Inc -1.4813%
LRCX Lam Research Corporation -1.6383%
ALXN Alexion Pharmaceuticals, Inc. -1.6909%
CRTO Criteo SA (ADR) -1.6923%
LGIH LGI Homes Inc -1.7295%
TMUS T-Mobile Us Inc -1.7601%
PATK Patrick Industries, Inc. -1.9117%
ALGN Align Technology, Inc. -2.1382%
SWKS Skyworks Solutions Inc -2.1861%
STZ Constellation Brands, Inc. Class A -2.2347%
UNH UnitedHealth Group Inc -2.2493%
MKTX MarketAxess Holdings Inc. -2.5146%
JAZZ Jazz Pharmaceuticals PLC -2.5665%
MU Micron Technology, Inc. -3.1176%
IBP Installed Building Products Inc -3.3115%
CRUS Cirrus Logic, Inc. -3.4264%

By:
On:
In: Content for book owners, Daily Indicators
With: 0 Comments
Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $178.9700 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $270.3900 Possible Buy or Hold, but some concerns
ADBE Adobe Systems Incorporated $274.7700 Very Concerned, may need to wait
ALGN Align Technology, Inc. $311.4700 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $127.1500 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $39.5000 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $50.0000 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1823.2800 Very Concerned, may need to wait
ANET Arista Networks Inc $255.9400 Some Concerns, may need to wait
AVGO Broadcom Inc $255.9400 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $155.0000 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1708.4800 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $91.0000 Very Concerned, may need to wait
COHR Coherent, Inc. $113.3700 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $19.5000 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $39.4000 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $93.4700 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $282.6100 Very Concerned, may need to wait
EA Electronic Arts Inc. $92.3100 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $181.0600 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1138.6100 Very Concerned, may need to wait
GTN Gray Television, Inc. $18.0800 Very Concerned, may need to wait
HSKA Heska Corp $74.8000 Very Concerned, may need to wait
HZO MarineMax Inc $16.0800 Very Concerned, may need to wait
IBP Installed Building Products Inc $54.9600 Concerned, but watch close as good things may happen soon
ILMN Illumina, Inc. $312.4500 Possible Buy or Hold, but some concerns
JAZZ Jazz Pharmaceuticals PLC $136.7600 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $30.0000 Very Concerned, may need to wait
LGIH LGI Homes Inc $71.1200 Concerned, but watch close as good things may happen soon
LRCX Lam Research Corporation $181.9000 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $172.7800 Very Concerned, may need to wait
MA Mastercard Inc $251.4800 Very Concerned, may need to wait
MEI Methode Electronics Inc. $26.3400 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $74.3600 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $288.3200 Very Concerned, may need to wait
MTZ MasTec, Inc. $46.0500 Very Concerned, may need to wait
MU Micron Technology, Inc. $34.0000 Very Concerned, may need to wait
NFLX Netflix, Inc. $354.3900 Very Concerned, may need to wait
NSP Insperity Inc $114.8700 Some Concerns, may need to wait
NVDA NVIDIA Corporation $145.1500 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $104.3100 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $43.9400 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $109.8500 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $312.5600 Very Concerned, may need to wait
SBUX Starbucks Corporation $76.1500 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $198.6800 Very Concerned, may need to wait
SUI Sun Communities Inc $126.1300 Strong Buy or Hold
SWKS Skyworks Solutions Inc $69.5300 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $12.7800 Strong Buy or Hold
THRM Gentherm Inc $38.9500 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $77.2700 Strong Buy or Hold
TNET TriNet Group Inc $62.3300 Strong Buy or Hold
ULTA Ulta Beauty Inc $335.0900 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $247.6300 Strong Buy or Hold
V Visa Inc $162.6400 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $275.5300 Very Concerned, may need to wait