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Company name Heska Corp
Stock ticker HSKA
Live stock price [stckqut]HSKA[/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) $83.06
Target stock price (averages with growth) $91.74
Target stock price (averages with no growth) $41.58
Target stock price (manual assumptions) $82.6

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

Heska Corporation develops, manufactures, markets, sells and supports veterinary products. The Company focuses on the canine and feline companion animal health markets. Its segments include Core Companion Animal Health segment, which includes, primarily for canine and feline use, blood testing instruments and supplies, digital imaging products, software and services, and single use products and services, such as heartworm diagnostic tests, heartworm preventive products, allergy immunotherapy products and allergy testing, and Other Vaccines, Pharmaceuticals and Products segment, which includes private label vaccine and pharmaceutical production, primarily for cattle but also for other animals, including small mammals. It offers blood testing instruments and supplies, digital imaging products, software and services, and single use products and services, such as in-clinic heartworm diagnostic tests, heartworm preventive products, allergy immunotherapy products and allergy testing.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Heska Corp as long as the price is correct. 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 Heska Corp 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: $53.94
  • Growth: 0.2
  • Current EPS (TTM): $0.99
  • P/E: 54
  • Future EPS Calc: $2.46
  • Future Stock Price Calc: $133.02
  • Target stock price: $82.59

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

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Company name Cavco Industries, Inc.
Stock ticker CVCO
Live stock price [stckqut]CVCO[/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 Fair
Target stock price (TWCA growth scenario) $151.06
Target stock price (averages with growth) $153.36
Target stock price (averages with no growth) $69.46
Target stock price (manual assumptions) $139.15

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

Cavco Industries, Inc. 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. Its factory-built homes are primarily distributed through a network of independent and the Company-owned retailers, planned community operators and residential developers. It markets its products under the brands, including Cavco Homes, Fleetwood Homes, Palm Harbor Homes, Fairmont Homes and Chariot Eagle. It 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. It also produces a range of Cape Cod-style homes and multi-family units, and builds commercial modular structures, including apartment buildings, schools and housing for the United States military troops.

 

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. 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 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: $97.66
  • Growth: 0.18
  • Current EPS (TTM): $3.16
  • P/E: 31
  • Future EPS Calc: $7.22
  • Future Stock Price Calc: $224.1
  • Target stock price: $139.15

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

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Company name Acuity Brands, Inc.
Stock ticker AYI
Live stock price [stckqut]AYI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $375.44
Target stock price (averages with growth) $412.26
Target stock price (averages with no growth) $193.28
Target stock price (manual assumptions) $94.71

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

Acuity Brands, Inc. (Acuity Brands), is the parent company of Acuity Brands Lighting, Inc. (ABL), and other subsidiaries. Acuity Brands is a provider of lighting solutions for commercial, institutional, industrial, infrastructure, and residential applications throughout North America and select international markets. The Company’s lighting solutions include devices, such as luminaires, lighting controls, power supplies, prismatic skylights, light-emitting diode (LED) lamps, and integrated lighting systems for indoor and outdoor applications utilizing a combination of light sources, including daylight, and other devices controlled by software that monitors and manages light levels while optimizing energy consumption (collectively referred to herein as lighting solutions). On March 13, 2013, the Company acquired eldoLED Europe BV.

 

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

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 Acuity Brands, 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: $260.98
  • Growth: 0.2
  • Current EPS (TTM): $6.13
  • P/E: 10
  • Future EPS Calc: $15.25
  • Future Stock Price Calc: $152.53
  • Target stock price: $94.71

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

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Company name MarineMax Inc
Stock ticker HZO
Live stock price [stckqut]HZO[/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) $32.33
Target stock price (averages with growth) $35.44
Target stock price (averages with no growth) $15.74
Target stock price (manual assumptions) $31.21

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

MarineMax, Inc. is a recreational boat dealer in the United States. The Company engages in the retail sale, brokerage, and service of used boats, motors, trailers, marine parts and accessories and offers slip and storage accommodations in certain locations. It offers related boat financing, insurance and extended service contracts. It also offers the charter of power and sailing yachts in the British Virgin Islands. The Company, through approximately 50 retail locations in approximately 15 states, consisting of Alabama, California, Connecticut, Florida, Georgia, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Rhode Island and Texas sells used recreational boats, including pleasure and fishing boats. It also sells related marine products, including engines, trailers, parts and accessories. Its products include Motor Yachts, Pleasure Boats, Fishing Boats, Ski Boats, and Jet Boats. It also provides repair and maintenance services.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in MarineMax Inc. I am adding this stock to 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 MarineMax 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: $20.95
  • Growth: 0.2
  • Current EPS (TTM): $2.02
  • P/E: 10
  • Future EPS Calc: $5.02
  • Future Stock Price Calc: $50.26
  • Target stock price: $31.21

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