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Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $186.4400 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $380.3500 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $236.6000 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $207.8600 Possible Buy or Hold, but some concerns
ALGN Align Technology, Inc. $283.7700 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $121.5500 Strong Buy or Hold
AMAT Applied Materials, Inc. $54.0900 Concerned, but watch close as good things may happen soon
AMZN Amazon.com, Inc. $1576.1200 Very Concerned, may need to wait
ANET Arista Networks Inc $249.5500 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $196.6100 Strong Buy or Hold
BKNG Booking Holdings $2067.7500 Very Concerned, may need to wait
CBPO China Biologic Products Holdings, Inc. $80.0600 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $25.3000 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $38.8800 Concerned, but watch close as good things may happen soon
DPZ Domino’s Pizza, Inc. $247.1000 Very Concerned, may need to wait
EW Edwards Lifesciences Corp $136.4300 Concerned, but watch close as good things may happen soon
EXR Extra Space Storage, Inc. $92.5200 Very Concerned, may need to wait
FB Facebook Inc $184.3200 Strong Buy or Hold
GILD Gilead Sciences, Inc. $66.9900 Some Concerns, may need to wait
GOOGL Alphabet Inc $1084.8700 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $11.7500 Possible Buy or Hold, but some concerns
GWR Genesee & Wyoming Inc $77.1200 Strong Buy or Hold
HDSN Hudson Technologies, Inc. $2.5200 Very Concerned, may need to wait
HSKA Heska Corp $93.4300 Strong Buy or Hold, but there are some concerns
HZO MarineMax Inc $23.8000 Strong Buy or Hold
IBP Installed Building Products Inc $57.5000 Very Concerned, may need to wait
ILMN Illumina, Inc. $263.7500 Strong Buy or Hold
LGIH LGI Homes Inc $58.1900 Very Concerned, may need to wait
LRCX Lam Research Corporation $202.1900 Strong Buy or Hold
LULU Lululemon Athletica inc. $98.9500 Concerned, but watch close as good things may happen soon
MCK McKesson Corporation $149.5900 Strong Buy or Hold
MEI Methode Electronics Inc. $41.5500 Concerned, but watch close as good things may happen soon
MIDD Middleby Corp $104.8500 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $201.3200 Very Concerned, may need to wait
MRK Merck & Co., Inc. $59.2000 Strong Buy or Hold
MU Micron Technology, Inc. $54.0100 Strong Buy or Hold
NFLX Netflix, Inc. $326.1300 Concerned, but watch close as good things may happen soon
NVDA NVIDIA Corporation $245.5600 Concerned, but watch close as good things may happen soon
REGN Regeneron Pharmaceuticals Inc $300.4500 Possible Buy or Hold, but some concerns
SBUX Starbucks Corporation $56.6400 Very Concerned, may need to wait
SCHW Charles Schwab Corp $58.8200 Strong Buy or Hold
STZ Constellation Brands, Inc. $221.7700 Very Concerned, may need to wait
SUI Sun Communities Inc $92.4700 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $97.8900 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $17.0700 Very Concerned, may need to wait
THRM Gentherm Inc $34.9500 Strong Buy or Hold
TMO Thermo Fisher Scientific Inc. $209.0800 Concerned, but watch close as good things may happen soon
TMUS T-Mobile US Inc $56.3700 Very Concerned, may need to wait
TNET TriNet Group Inc $52.8500 Concerned, but watch close as good things may happen soon
UNH United HealthGroup Inc $239.5000 Strong Buy or Hold
ULTA Ulta Beauty Inc $250.3900 Concerned, but watch close as good things may happen soon

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Company name Cavco Industries, Inc.
Stock ticker CVCO
Live stock price [stckqut]CVCO[/stckqut]
P/E compared to competitors Fair

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) $245.35
Target stock price (averages with growth) $328.46
Target stock price (averages with no growth) $229.28
Target stock price (manual assumptions) $223.25

 

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

Cavco Industries, Inc., incorporated on January 14, 2003, designs and produces factory-built homes. The Company operates through two segments: factory-built housing, which includes wholesale and retail systems-built housing operations, and financial services, which includes manufactured housing consumer finance and insurance. The Company’s factory-built homes are primarily distributed through a network of independent and the Company-owned retailers, planned community operators, and residential developers. The Company markets its products under the brands, including Cavco Homes, Fleetwood Homes, Palm Harbor Homes, Fairmont Homes and Chariot Eagle. The Company is also a builder of park model recreational vehicle (RVs), vacation cabins and systems-built commercial structures, as well as modular homes built primarily under the Nationwide Homes brand.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Cavco Industries, 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. I think there are other companies that are better investments, so I am removing Cavco from my Watch List.

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 Cavco Industries, 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: $168.75
  • Growth: 0.17
  • Current EPS (TTM): $5.29
  • P/E: 31
  • Future EPS Calc: $11.59
  • Future Stock Price Calc: $359.53
  • Target stock price: $223.24

[/s2If]
I hope that this makes you a 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 Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $60.06
Target stock price (averages with growth) $88.43
Target stock price (averages with no growth) $60.06
Target stock price (manual assumptions) $57.11

 

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

Cirrus Logic, Inc., incorporated on August 26, 1998, is engaged in providing integrated circuits (ICs) for audio and voice signal processing applications. The Company develops analog and mixed-signal ICs for a range of customers. The Company offers two product lines: Portable Audio, and Non-Portable Audio and Other. The Company’s products span the entire audio signal chain, from capture to playback, providing products for a range of smartphones, tablets, digital headsets, wearables and smart home applications. The Company’s primary facility housing engineering, sales and marketing, and administration functions is located in Austin, Texas. The Company offers products through both direct and indirect sales channels across the world.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cirrus Logic, 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 Cirrus Logic, 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: $38.88
  • Growth: 0.2
  • Current EPS (TTM): $3.36
  • P/E: 11
  • Future EPS Calc: $8.36
  • Future Stock Price Calc: $91.96
  • Target stock price: $57.1

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

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Company name Criteo SA (ADR)
Stock ticker CRTO
Live stock price [stckqut]CRTO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $39.11
Target stock price (averages with growth) $36.55
Target stock price (averages with no growth) $24.83
Target stock price (manual assumptions) $31.21

 

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

Criteo S.A., incorporated on October 19, 2005, is a global technology company specializing in digital performance marketing. The Company’s solution consists of the Criteo Engine, the Company’s data assets, access to inventory, and its advertiser and publisher platforms. The Criteo Engine consists of various machine learning algorithms, such as prediction, recommendation, bidding and creative algorithms and the global hardware and software infrastructure. The Company operates in approximately 90 countries through a network of over 30 international offices located in Europe, the Americas, and the Asia-Pacific region. The Criteo Engine delivers advertisements through multiple marketing channels and formats, including display advertising banners, native advertising banners and marketing messages delivered to opt-in e-mail addresses. Advertisements are delivered on all devices and screens, including Web browsers on desktops and laptops, mobile Web browsers on smartphones and tablets, as well as mobile applications.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Criteo SA (ADR) 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 Criteo SA (ADR) 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: $25.3
  • Growth: 0.15
  • Current EPS (TTM): $1.47
  • P/E: 17
  • Future EPS Calc: $2.95
  • Future Stock Price Calc: $50.26
  • Target stock price: $31.2

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

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Symbol Stock Price change today
MU Micron Technology, Inc. 1.9057%
CEVA CEVA, Inc. 1.8987%
COF Capital One Financial Corp. 1.5667%
ULTA Ulta Beauty Inc 1.3561%
ABMD ABIOMED, Inc. 1.2458%
MKTX MarketAxess Holdings Inc. 0.8466%
TNET TriNet Group Inc 0.418%
DPZ Domino’s Pizza, Inc. 0.39%
THRM Gentherm Inc 0.2869%
LULU Lululemon Athletica inc. 0.233%
HZO MarineMax Inc 0.2105%
TGS Transportadora de Gas del Sur SA (ADR) 0.1173%
GWR Genesee & Wyoming Inc 0.0779%
GTN Gray Television, Inc. 0%
STZ Constellation Brands, Inc. -0.0225%
GILD Gilead Sciences, Inc. -0.0895%
TMUS T-Mobile US Inc -0.1594%
SCHW Charles Schwab Corp -0.1867%
BKNG Booking Holdings -0.2061%
MEI Methode Electronics Inc. -0.479%
NFLX Netflix, Inc. -0.7305%
ADBE Adobe Systems Incorporated -0.7425%
ADS Alliance Data Systems Corporation -0.7591%
MRK Merck & Co., Inc. -0.8043%
SUI Sun Communities Inc -0.8258%
SBUX Starbucks Corporation -0.8577%
LRCX Lam Research Corporation -0.9018%
AAPL Apple Inc. -0.9088%
ALGN Align Technology, Inc. -0.9252%
MCK McKesson Corporation -0.9469%
BABA Alibaba Group Holding Ltd -1.0219%
MIDD Middleby Corp -1.0476%
ALXN Alexion Pharmaceuticals, Inc. -1.0582%
HSKA Heska Corp -1.059%
SWKS Skyworks Solutions Inc -1.1412%
CRUS Cirrus Logic, Inc. -1.1442%
EW Edwards Lifesciences Corp -1.1806%
FB Facebook Inc -1.243%
UNH United HealthGroup Inc -1.3998%
ANET Arista Networks Inc -1.566%
AMZN Amazon.com, Inc. -1.5872%
EXR Extra Space Storage, Inc. -1.9292%
GOOGL Alphabet Inc -1.9637%
ILMN Illumina, Inc. -2.1118%
AMAT Applied Materials, Inc. -2.1173%
CRTO Criteo SA (ADR) -2.6549%
REGN Regeneron Pharmaceuticals Inc -2.9366%
HDSN Hudson Technologies, Inc. -3.4483%
CVCO Cavco Industries, Inc. -3.7913%
TMO Thermo Fisher Scientific Inc. -3.8315%
NVDA NVIDIA Corporation -3.8377%
CBPO China Biologic Products Holdings, Inc. -3.9703%
IBP Installed Building Products Inc -4.7225%
LGIH LGI Homes Inc -5.8871%