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Company name Skyworks Solutions Inc
Stock ticker SWKS
Live stock price [stckqut]SWKS[/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) $117.51
Target stock price (averages with growth) $121.65
Target stock price (averages with no growth) $54.93
Target stock price (manual assumptions) $116.81

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

Skyworks Solutions Inc. is engaged in the production of analog semiconductors. The Company supports automotive, broadband, wireless infrastructure, energy management, Global Positioning System (GPS), industrial, medical, military, wireless networking, smartphone and tablet applications. The Company’s portfolio includes amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure radio frequency (RF) subsystems, isolators, lighting and display solutions, mixers, modulators, optocouplers, optoisolators, phase shifters, phase locked loops (PLLs), synthesizers, voltage controlled oscillator power dividers (VCOs), power dividers/combiners, power management devices, receivers, switches, and technical ceramics. The Company’s products include Front-end Modules and Amplifiers, Wireless Infrastructure, Power Management, Precision Analog Components, WiFi Connectivity, and Smart Energy.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Skyworks Solutions 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 Skyworks Solutions 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: $76.07
  • Growth: 0.2
  • Current EPS (TTM): $5.04
  • P/E: 15
  • Future EPS Calc: $12.54
  • Future Stock Price Calc: $188.11
  • Target stock price: $116.8

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $254.3
Target stock price (averages with growth) $260.82
Target stock price (averages with no growth) $118.88
Target stock price (manual assumptions) $253.91

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

Constellation Brands, Inc. is an international beverage alcohol company. The Company is a producer and marketer of beer and wine the United States and Canada. Its segments include Beer, Wine and Spirits, and Corporate Operations and Other. It is a multi-category supplier (beer, wine and spirits) of beverage alcohol in the United States. It sells a number of brands in the import and craft beer categories, including Corona Extra, Corona Light, Modelo Especial, Ballast Point and others. It is a producer and marketer of wine, and sells a number of wine brands across various categories, including table wine, sparkling wine and dessert wine, and across all price points, such as popular, premium and luxury categories. Some of its wine and spirits brands sold in the United States include Black Velvet Canadian Whisky, SVEDKA Vodka, Meiomi, Robert Mondavi, Wild Horse, among others.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Constellation 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 Constellation 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: $164.61
  • Growth: 0.2
  • Current EPS (TTM): $4.98
  • P/E: 33
  • Future EPS Calc: $12.39
  • Future Stock Price Calc: $408.93
  • Target stock price: $253.91

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

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Company name Starbucks Corporation
Stock ticker SBUX
Live stock price [stckqut]SBUX[/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) $83.14
Target stock price (averages with growth) $126.05
Target stock price (averages with no growth) $100.66
Target stock price (manual assumptions) $82.97

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

Starbucks Corporation is the roaster, marketer and retailer of specialty coffee. The Company purchases and roasts coffees that it sells, along with coffee, tea and other beverages, and a range of fresh food items, through Company-operated stores. It also sells a range of coffee and tea products and licenses its trademarks through other channels, such as licensed stores, grocery and national foodservice accounts. It operates through four segment: Americas, which includes the United States, Canada, and Latin America; Europe, Middle East, and Africa (EMEA); China/Asia Pacific (CAP), and Channel Development. In addition to its Starbucks Coffee brand, it also sells goods and services under the brands, including Teavana, Tazo, Seattle’s Best Coffee, Evolution Fresh, La Boulange and Ethos. Its Americas, EMEA, and CAP segments include both Company-operated and licensed stores. The Americas and EMEA segments include certain foodservice accounts, primarily in Canada and the United Kingdom.

 

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

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 Starbucks Corporation 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: $53.74
  • Growth: 0.2
  • Current EPS (TTM): $1.79
  • P/E: 30
  • Future EPS Calc: $4.45
  • Future Stock Price Calc: $133.62
  • Target stock price: $82.96

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

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Company name Boston Beer Co Inc
Stock ticker SAM
Live stock price [stckqut]SAM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $121.26
Target stock price (averages with growth) $128.94
Target stock price (averages with no growth) $79.57
Target stock price (manual assumptions) $166.25

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

The Boston Beer Company, Inc. (Boston Beer) is a craft brewer in the United States. The Company is engaged in the business of producing and selling alcohol beverages primarily in the domestic market and in international markets. The Company operates through two segments: Boston Beer Company segment and A&S Brewing Collaborative segment. The Boston Beer Company operating segment comprises of the Company’s Samuel Adams, Twisted Tea and Angry Orchard brands. The A&S Brewing Collaborative operating segment comprises of The Traveler Beer Company, Coney Island Brewing Company, Angel City Brewing Company and Concrete Beach Brewing Company. It sells over 60 beers under the Samuel Adams and the Sam Adams brand names, over 10 flavored malt beverages under the Twisted Tea brand name, over 10 hard cider beverages under the Angry Orchard brand name and approximately 40 beers under over four of the brand names of its subsidiary, A&S Brewing Collaborative LLC, under its trade name Alchemy & Science.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Boston Beer Co 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 Boston Beer Co 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: $162.15
  • Growth: 0.1
  • Current EPS (TTM): $6.65
  • P/E: 25
  • Future EPS Calc: $10.7
  • Future Stock Price Calc: $267.74
  • Target stock price: $166.25

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