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Company name Analog Devices, Inc.
Stock ticker ADI
Live stock price [stckqut]ADI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $50
Target stock price (averages with growth) $67.26
Target stock price (averages with no growth) $61.09
Target stock price (manual assumptions) $50.3

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

Analog Devices, Inc. (Analog Devices) is engaged in the design, manufacture and marketing of a range of analog, mixed-signal and digital signal processing integrated circuits (ICs). The Company produces a range of products, including data converters, amplifiers and linear products, radio frequency (RF) ICs, power management products, sensors based on micro-electro mechanical systems (MEMS) technology and other sensors, and processing products, including DSP and other processors, which are designed to meet the needs of a base of customers. The Company’s products are embedded inside many different types of electronic equipment, including industrial process control systems; instrumentation and measurement systems; wireless infrastructure equipment, and aerospace and defense electronics. The Company designs , manufactures and markets a range of ICs, which incorporate analog, mixed-signal and digital signal processing technologies. On March 30, 2012, the Company acquired Multigig, Inc.

 

Confident Investor comments: 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: $46.75

Growth: 0.11

Current EPS (TTM): $2.09

P/E: 23

Future EPS Calc: $3.52

Future Stock Price Calc: $81

Target stock price: $50.29

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

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Company name Kid Brands Inc
Stock ticker KID
Live stock price [stckqut]KID[/stckqut]
Confident Investor Rating Poor

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

Kid Brands, Inc., is a designer, importer, marketer and distributor of branded infant and juvenile consumer products. The Company through its wholly owned operating subsidiaries: Kids Line, LLC (Kids Line); LaJobi, Inc. (LaJobi); Sassy, Inc. (Sassy), and CoCaLo, Inc. (CoCaLo) designs and markets branded infant and juvenile products in a number of categories, including, among others: infant bedding and related nursery accessories and decor, nursery appliances, bath/spa products and diaper bags (Kids Line and CoCaLo); nursery furniture and related products (LaJobi), and developmental toys and feeding, bath and baby care items with features that address the various stages of an infant’s early years, including Kokopax line of baby gear (Sassy). In addition to its branded products, it also markets certain categories of products under various licenses, including Carter’s, Disney, Graco and Serta.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. 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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This is not an Apple [stckqut]AAPL[/stckqut] fanatics site but the importance of the iPhone to the technology world and the market in general is rare. There are few products, that if turned into standalone companies, would be as significant as the iPhone.

As an example, if the iPhone was a standalone company it would have revenue of $88.4B. This means that it would rank 28th on the Fortune 500 and would be between Archer Daniels Midland [stckqut]ADM[/stckqut] and Procter & Gamble [stckqut]PG[/stckqut]. In fact, if Apple spun off the iPhone, Apple would drop to 30 or 31 on the list from its current 6th place and iPhone Inc. would be larger.

BusinessWeek points out that the new company, iPhone Inc., would be the 9th largest company on the Dow Jones Industrial Average.

iphone_vs_dow

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Company name Esterline Technologies Corporation
Stock ticker ESL
Live stock price [stckqut]ESL[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $71.52
Target stock price (averages with growth) $89.95
Target stock price (averages with no growth) $80.59
Target stock price (manual assumptions) $77.42

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

Esterline Technologies Corporation (Esterline) is a manufacturing company serving aerospace and defense customers. The Company designs, manufactures and markets engineered products and systems. It operates in three segments: Avionics & Controls, Sensors & Systems, and Advanced Materials, including thermally engineered components and specialized elastomers and other complex materials, for aerospace and defense markets. Its products are mission-critical equipment, which have been designed into particular military and commercial platforms. It has divested non-core businesses operating as Pressure Systems, Inc., Muirhead Aerospace and Traxsys Input Products Limited. In July 2011, the Company acquired Souriau Group.

 

Confident Investor comments: At this price and at this time, I do not 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: $79.43

Growth: 0.095

Current EPS (TTM): $5.11

P/E: 15.5

Future EPS Calc: $8.04

Future Stock Price Calc: $124.68

Target stock price: $77.42

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

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Company name Nidec Corporation (ADR)
Stock ticker NJ
Live stock price [stckqut]NJ[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $30.32
Target stock price (averages with growth) $34.64
Target stock price (averages with no growth) $18.56
Target stock price (manual assumptions) $28.44

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

Nidec Corporation (Nidec) focuses on the development and manufacturing of motors. The Company provides its products to a range of different industries ranging from information technology (IT), optical, automotive, appliances and industrials. The Company’s product include spindle motors and pivot assemblies for HDDs, small brushless direct current (DC) motors, small brushless DC motor (Standard type), mid-size brushless DC motors and fan motors. The Company’s small precision brushless DC motors are used in various storage devices ranging from compact disc (CD)- read only memory (ROM), digital versatile disc (DVD), DVD+ readable while (RW), DVD-RW, DVD Multi, GAME, Blu-Ray, floppy disc drives to laser printers.

 

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