Company name First Financial Bancorp
Stock ticker FFBC
Live stock price [stckqut]FFBC[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $19
Target stock price (averages with growth) $14.07
Target stock price (averages with no growth) $7.31
Target stock price (manual assumptions) $16.8

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

First Financial Bancorp is a regional bank holding company. The Company, through its wholly owned subsidiary, First Financial Bank, National Association (the Bank), is engaged in the business of commercial banking, and other banking and banking-related activities. The range of banking services provided by First Financial to individuals and businesses includes commercial lending, real estate lending, and consumer financing. The Company also offers deposit products that include interest-bearing and non-interest-bearing accounts, time deposits and cash management services for commercial customers. Its Wealth Management division offers a range of trust and asset management services. The Company offers a variety of loans, including commercial lines of credit, commercial term loans, real estate, construction, home equity, consumer and other loans. First Financial also offers lease and equipment financing through a wholly owned subsidiary of the Bank, First Financial Equipment Finance LLC.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in First Financial Bancorp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am taking this company off of my Watch List as its performance doesn’t match the other investments that are possible.

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 First Financial Bancorp 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: $16.78
  • Growth: 0.1
  • Current EPS (TTM): $1.12
  • P/E: 15
  • Future EPS Calc: $1.8
  • Future Stock Price Calc: $27.05
  • Target stock price: $16.8

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

Cirrus Logic Inc. [stckqut]CRUS[/stckqut] is a semiconductor company that could be an interesting play for investors. That is because, not only does the stock have decent short-term momentum, but it is seeing solid activity on the earnings estimate revision front as well.

These positive earnings estimate revisions suggest that analysts are becoming more optimistic on CRUS’s earnings for the coming quarter and year. In fact, consensus estimates have moved sharply higher for both of these time frames over the past four weeks, suggesting that Cirrus Logic could be a solid choice for investors.

In the past 60 days, [one] estimate [has] gone higher for Cirrus Logic while none have gone lower in the same time period. The trend has been pretty favorable too, with estimates increasing from 7 cents a share 30 days ago, to 23 today, a significant move.

Source: Why Cirrus Logic (CRUS) Could Be Positioned for a Surge? – May 4, 2015 – Zacks.com

Company name Extra Space Storage, Inc.
Stock ticker EXR
Live stock price [stckqut]EXR[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $120.73
Target stock price (averages with growth) $95.63
Target stock price (averages with no growth) $40.57
Target stock price (manual assumptions) $80.48

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

Extra Space Storage Inc., is a fully integrated, self-administered and self-managed real estate investment trust. The Company owns, operates, manages, acquires, develops and redevelops professionally managed self-storage facilities. It operates through three segments, namely rental operations; tenant reinsurance; and property management, acquisition and development. As of December 31, 2013, it held ownership interests in 779 operating properties. Of these operating properties, 506 are wholly-owned, and 273 are owned in joint venture partnerships. An additional 250 operating properties are owned by third parties and operated by the company. These operating properties are located in 35 states, Washington, D.C. and Puerto Rico and contain approximately 75.7 million square feet of net rentable space in approximately 680,000 units and currently serve a customer base of approximately 600,000 tenants. All of the Company’s businesses are conducted through Extra Space Storage LP.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Extra Space Storage, 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 Extra Space Storage, 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: $67.28
  • Growth: 0.14
  • Current EPS (TTM): $1.53
  • P/E: 44
  • Future EPS Calc: $2.94
  • Future Stock Price Calc: $129.61
  • Target stock price: $80.48

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