salesforce.com, inc. ($CRM) Possible Buy to $206 Confident Investor Rating: Good
2011-09-23
| Company name | salesforce.com, inc. |
| Stock ticker | CRM |
| Live stock price | [stckqut]CRM[/stckqut] |
| P/E compared to competitors | Fair |
| Employee productivity | Poor |
| Sales growth | Good |
| EPS growth | Good |
| P/E growth | Good |
| EBIT growth | Good |
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $179.24 |
| Target stock price (averages with growth) | $304.84 |
| Target stock price (averages with no growth) | $265.88 |
| Target stock price (manual assumptions) | $179.23 |
The following company description is from Google Finance: http://www.google.com/finance?q=crm
Salesforce.com, Inc. is a provider of enterprise cloud computing applications. The Company provides a customer and collaboration relationship management (CRM), service to businesses of all sizes and industries worldwide and provides a technology platform for customers and developers to build and run business applications. Cloud computing refers to the use of Internet-based computing, storage and connectivity technology for a variety of different services. The Company designed and developed its offering, which can be deployed, customized and integrated with other software applications. The Company delivers its service through the Web browsers. It markets its service to businesses on a subscription basis, primarily through its direct sales efforts and indirectly through partners. In May 2010, the Company acquired Jigsaw Data Corporation, a cloud provider of crowd-sourced data services in the cloud. In January 2011, it acquired Heroku, Inc. and Dimdim, Inc.
Confident Investor comments: My biggest concern with this stock is its huge P/E even compared to its peer group. The only real way to justify this P/E is that no other company has come up with an effective product to compete with Salesforce.com for its core offering. If that were to happen or if the growth in that core market should slow, this stock would be ripe for a correction. My second biggest concern is that the company operates on very thin margins making far less than 2% net profit on its sales and this is reflected by a troubling ratio of income per employee. At this price and at this time therefore, I think that a Confident Investor can cautiously invest in this stock even though most of the other metrics are quite good.
Coach, Inc. ($COH) Possible Buy to $64 Confident Investor Rating: Good
2011-09-22
| Company name | Coach, Inc. |
| Stock ticker | COH |
| Live stock price | [stckqut]COH[/stckqut] |
| P/E compared to competitors | Good |
| Employee productivity | Good |
| Sales growth | Good |
| EPS growth | Good |
| P/E growth | Poor |
| EBIT growth | Good |
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $62.74 |
| Target stock price (averages with growth) | $81.87 |
| Target stock price (averages with no growth) | $64.5 |
| Target stock price (manual assumptions) | $60.13 |
The following company description is from Google Finance: http://www.google.com/finance?q=coh
Coach, Inc. (Coach) is a marketer of fine accessories and gifts for women and men. Coach’s product offerings include women’s and men’s bag, accessories, business cases, footwear, wearables, jewelry, sunwear, travel bags, watches and fragrance. The Company operates in two segments: Direct-to-Consumer and Indirect. Accessories include women’s and men’s small leather goods, novelty accessories and women’s and men’s belts. Women’s small leather goods, which coordinate with its handbags, include money pieces, wristlets, and cosmetic cases. Men’s small leather goods consist primarily of wallets and card cases. Novelty accessories include time management and electronic accessories. Key rings and charms are also included in this category. Business Cases assortment is primarily men’s and includes computer bags, messenger-style bags and totes. Footwear is distributed through select Coach retail stores, coach.com and about 1,000 United States department stores.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.
Capital One Financial Corp. ($COF) Possible Buy to $55 Confident Investor Rating: Good
2011-09-21
| Company name | Capital One Financial Corp. |
| Stock ticker | COF |
| Live stock price | [stckqut]COF[/stckqut] |
| P/E compared to competitors | Good |
| Employee productivity | Fair |
| Sales growth | Good |
| EPS growth | Good |
| P/E growth | Good |
| EBIT growth | Good |
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $63.02 |
| Target stock price (averages with growth) | $280.61 |
| Target stock price (averages with no growth) | $395.59 |
| Target stock price (manual assumptions) | $51.8 |
The following company description is from Google Finance: http://www.google.com/finance?q=cof
Capital One Financial Corporation is a diversified financial services holding company. The Company and its subsidiaries offer a range of financial products and services to consumers, small businesses and commercial clients through branches, the Internet and other distribution channels. It operates in three business segments: Credit Card, which consists of domestic consumer and small business card lending, national small business lending, national closed end installment lending and the international card lending businesses in Canada and the United Kingdom; Consumer Banking, which consists of branch-based lending and deposit gathering activities for consumer and small businesses, national deposit gathering, national automobile lending and consumer home loan lending and servicing activities, and Commercial Banking, which consists of lending, deposit gathering and treasury management services to commercial real estate and middle market customers.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.
Caterpillar Inc. ($CAT) Possible Buy to $95 Confident Investor Rating: Good
2011-09-20
| Company name | Caterpillar Inc. |
| Stock ticker | CAT |
| Live stock price | [stckqut]CAT[/stckqut] |
| P/E compared to competitors | Good |
| Employee productivity | Fair |
| Sales growth | Good |
| EPS growth | Good |
| P/E growth | Poor |
| EBIT growth | Good |
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $129.84 |
| Target stock price (averages with growth) | $175.52 |
| Target stock price (averages with no growth) | $134.07 |
| Target stock price (manual assumptions) | $94.03 |
The following company description is from Google Finance: http://www.google.com/finance?q=cat
Caterpillar Inc. (Caterpillar) is a manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. The Company also is a service provider through Caterpillar Financial Services, Caterpillar Remanufacturing Services, Caterpillar Logistics Services and Progress Rail Services. Caterpillar owns a portfolio of brands, which includes Anchor Coupling, AsiaTrak, Balderson, Barber-Greene, Cat, Cat Financial, Cat Logistics, Cat Reman, Cat Rental Store, E-Ject, Eurenov, FG Wilson, Hindustan, Mak, Olympian, Perkins, Prentice, Progress Rail, Shandong Engineering Machinery Co. (SEM), Solar Turbines, Turbomach, Turner Powertrain System,Verachtert and Xpart. It has remanufactured diesel engines and components for its own machines and power systems. On July 2011, the Company acquired Bucyrus International, Inc.
Confident Investor comments: Caterpillar is susceptible to a sustained world-wide recession but at this price and at this time, I think that a Confident Investor can confidently invest in this stock.