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Company name Arkansas Best Corporation
Stock ticker ABFS
Live stock price [stckqut]ABFS[/stckqut]
Confident Investor Rating Poor

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

Arkansas Best Corporation is a provider of freight transportation services and solutions. The Company operates in five segments: Freight Transportation, Premium Logistics and Expedited Freight Services, Truck Brokerage and Management, Emergency and Preventative Maintenance and Household Goods Moving Services. The Company’s principal operations are conducted through its Freight Transportation operating segment, which consists of ABF Freight System, Inc. and certain other subsidiaries of the Company (ABF). As of December 31, 2012, ABF operated out of 277 terminal facilities, 10 of which also serve as distribution centers. On June 15, 2012, the Company acquired Panther Expedited Services, Inc. (Panther).

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Arkansas Best Corporation. It is not possible to confidently invest in a company that is not currently profitable.

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 Quality Distribution, Inc.
Stock ticker QLTY
Live stock price [stckqut]QLTY[/stckqut]
Confident Investor Rating Poor

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

Quality Distribution, Inc. operates a chemical bulk tank truck network in North America through its wholly owned subsidiary, Quality Carriers, Inc. (QCI) is a provider of International Organization for Standardization (intermodal ISO) tank container and depot services in North America through its wholly owned subsidiary, Boasso America Corporation (Boasso), which also includes Greensville Transport Company (Greensville). It operates in three segments: Chemical Logistics, Energy Logistics and Intermodal. Chemical Logistics consists of the transportation of bulk chemicals primarily through its network of 29 independent affiliates, and equipment rental income. Intermodal consists of Boasso and Greensville’s intermodal ISO tank container transportation and depot services supporting the international movement of bulk liquids. In August 2012, its wholly owned subsidiaries purchased the operating assets of Dunn’s Tank Service, Inc. and the operating assets and rights of Nassau Disposal, Inc.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Quality Distribution, Inc. It is not possible to confidently invest in a company that is not currently profitable.

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 Seacor Holdings, Inc.
Stock ticker CKH
Live stock price [stckqut]CKH[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $119.19
Target stock price (averages with growth) $96.25
Target stock price (averages with no growth) $60.17
Target stock price (manual assumptions) $100.13

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

SEACOR Holdings Inc is a global provider of equipment and services primarily supporting the offshore oil and gas and marine transportation industries. The Company offers customers a diversified suite of services, including offshore marine, aviation, inland river, marine transportation, crisis and emergency management preparedness and response solutions, commodity trading and logistics and offshore and harbor towing. On March 19, 2012, J.F. Lehman & Company acquired National Response Corporation and its affiliated businesses NRC Environmental Services, SEACOR Response, and SEACOR Environmental Products (collectively NRC) from the Company. In January 2013, the Company sold its energy trading division, SEACOR Energy Inc. to Par Petroleum Corporation. On January 31, 2013, it completed the spin off its Era Group Inc unit (Era).

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Seacor Holdings, Inc.

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

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(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: $90.94

Growth: 0.12

Current EPS (TTM): $1.22

P/E: 75

Future EPS Calc: $2.15

Future Stock Price Calc: $161.25

Target stock price: $100.12

I hope that this makes you a better investor. [/s2If]

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Company name Meritor Inc
Stock ticker MTOR
Live stock price [stckqut]MTOR[/stckqut]
Confident Investor Rating Poor

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

Meritor, Inc. (Meritor) is a global supplier of a range of integrated systems and components to original equipment manufacturers (OEMs) and the aftermarket for the commercial vehicle, transportation and industrial sectors. The company serves commercial truck, trailer, off-highway, military, bus and coach and other industrial OEMs and certain aftermarkets. Its products are axles, undercarriages, drivelines, brakes and braking systems. Meritor serves a range of customers globally, including medium- and heavy-duty truck OEMs, specialty vehicle manufacturers, certain aftermarkets, and trailer producers. Its new business segments are Commercial Truck & Industrial; and Aftermarket & Trailer. On January 2, 2012, it completed the sale of its Commercial Truck manufacturing facility located in St. Priest, France to Renault Trucks SAS, an affiliate of AB Volvo.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Meritor Inc. It is not possible to confidently invest in a company that is not currently profitable.

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 Nordson Corporation
Stock ticker NDSN
Live stock price [stckqut]NDSN[/stckqut]
P/E compared to competitors Good

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) $114.48
Target stock price (averages with growth) $141.84
Target stock price (averages with no growth) $97.79
Target stock price (manual assumptions) $105.6

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

Nordson Corporation is a manufacturer of equipment used for precision material dispensing, testing and inspection, surface preparation and curing. Its technology-based systems can be found in production facilities globally. It serves diverse markets, including the appliance, automotive, bookbinding, container, converting, electronics, food and beverage, furniture, life sciences and medical, light emitting diodes (LED), metal finishing, nonwoven, packaging, semiconductor and solar energy industries. Its products are marketed through a network of direct operations in more than 30 countries. The Company operates in three segments: Adhesive Dispensing Systems, Advanced Technology Systems and Industrial Coating Systems. In September 2013, Nordson Corporation completed the acquisition of Munster, Germany based Kreyenborg Group’s Kreyenborg GmbH and BKG Bruckmann & Kreyenborg Granuliertechnik GmbH companies.

 

Confident Investor comments: Few companies can deliver so well as to put this much green into the scorecard. 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.

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(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: $74.07

Growth: 0.18

Current EPS (TTM): $3.54

P/E: 21

Future EPS Calc: $8.09

Future Stock Price Calc: $170.07

Target stock price: $105.6

I hope that this makes you a better investor. [/s2If]