By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Installed Building Products Inc
Stock ticker IBP
Live stock price [stckqut]IBP[/stckqut]
P/E compared to competitors Fair

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) $117.39
Target stock price (averages with growth) $172.82
Target stock price (averages with no growth) $117.39
Target stock price (manual assumptions) $48.58

 

The following company description is from Google Finance: https://finance.google.com/finance?q=ibp

Installed Building Products, Inc. is a holding company. The Company is a residential insulation installer in the United States. As of December 31, 2016, the Company’s national platform included over 100 locations accessing customers in 48 continental states and the District of Columbia. The Company also installs complementary building products, including garage doors, rain gutters, shower doors, closet shelving and mirrors, which provides cross-selling opportunities to supplement the insulation installation business. The Company manages various aspects of the installation process for the customers, from the direct purchase and receipt of materials from national manufacturers, to supply of materials to job sites and quality installation. The Company’s customers include production and custom homebuilders, multi-family and commercial contractors, and homeowners.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Installed Building Products Inc as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding Installed Building Products 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 Installed Building Products 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: $75.95
  • Growth: 0.2
  • Current EPS (TTM): $1.31
  • P/E: 24
  • Future EPS Calc: $3.25
  • Future Stock Price Calc: $78.23
  • Target stock price: $48.57

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Gilead Sciences, Inc.
Stock ticker GILD
Live stock price [stckqut]GILD[/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) $84.36
Target stock price (averages with growth) $57.48
Target stock price (averages with no growth) $44.01
Target stock price (manual assumptions) $325.94

 

The following company description is from Google Finance: https://finance.google.com/finance?q=gild

Gilead Sciences, Inc. is a research-based biopharmaceutical company that discovers, develops and commercializes medicines in areas of unmet medical need. The Company’s portfolio of products and pipeline of investigational drugs includes treatments for Human Immunodeficiency Virus/Acquired Immune Deficiency Syndrome (HIV/AIDS), liver diseases, cancer, inflammatory and respiratory diseases and cardiovascular conditions. Its products for HIV/AIDS patients include Descovy, Odefsey, Genvoya, Stribild, Complera/Eviplera, Truvada, Emtriva, Tybost and Vitekta. Its products for patients with liver diseases include Vemlidy, Epclusa, Harvoni, Sovaldi, Viread and Hepsera. It offers Zydelig to patients with hematology/oncology diseases. Its products for patients with various cardiovascular diseases include Letairis, Ranexa and Lexiscan. Its products for various inflammation/respiratory diseases include Cayston and Tamiflu. It had operations in more than 30 countries, as of December 31, 2016.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Gilead Sciences, Inc. as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding Gilead Sciences to my 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 Gilead Sciences, 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: $71.64
  • Growth: 0.2
  • Current EPS (TTM): $8.79
  • P/E: 24
  • Future EPS Calc: $21.87
  • Future Stock Price Calc: $524.93
  • Target stock price: $325.94

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name TriNet Group Inc
Stock ticker TNET
Live stock price [stckqut]TNET[/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) $68.62
Target stock price (averages with growth) $101.03
Target stock price (averages with no growth) $68.62
Target stock price (manual assumptions) $70.08

 

The following company description is from Google Finance: https://finance.google.com/finance?q=tnet

TriNet Group, Inc. is a provider of human resources (HR) solutions for small to medium-sized businesses (SMBs). The Company’s HR solutions include services, such as multi-state payroll processing and tax administration, employee benefits programs, including health insurance and retirement plans, workers’ compensation insurance and claims management, employment and benefit law compliance, and other services. The Company provides an HR technology platform with online and mobile tools that allow its clients and their worksite employees (WSEs) to store, view and manage their HR-related information and conduct a range of HR-related transactions anytime and anywhere. The Company’s HR products and solutions include capabilities, such as technology platform, HR expertise, benefits and compliance. The Company’s clients are distributed across a range of industries, including technology, life sciences, financial services, property management, retail, manufacturing and hospitality.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in TriNet Group Inc as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding TriNet Group 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 TriNet Group 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: $44.34
  • Growth: 0.2
  • Current EPS (TTM): $1.89
  • P/E: 24
  • Future EPS Calc: $4.7
  • Future Stock Price Calc: $112.87
  • Target stock price: $70.08

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name T-Mobile US Inc
Stock ticker TMUS
Live stock price [stckqut]TMUS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $98.14
Target stock price (averages with growth) $144.48
Target stock price (averages with no growth) $98.14
Target stock price (manual assumptions) $94.56

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/TMUS.OQ

T-Mobile US, Inc., incorporated on March 10, 2004, is a wireless company. As of December 31, 2016, the Company provided wireless communications services, including voice, messaging and data, to over 71 million customers in the postpaid, prepaid and wholesale markets. It provides services, devices and accessories across its brands, T-Mobile and MetroPCS. It provides wireless communication services through a range of service plan options. The Company offers a device trade-in program, Just Upgrade My Phone (JUMP!), which provides customers a specified-price trade-in right to upgrade their device. It offers a range of wireless devices, including handsets, tablets and other mobile communication devices, and accessories for sale, as well as financing through equipment installment plans (EIPs) and leasing through JUMP On Demand. In addition, it sells devices to dealers and other third-party distributors for resale through third-party retail outlets and a range of third-party Websites. It also provides reinsurance for handset insurance policies and extended warranty contracts offered to its mobile communications customers.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in T-Mobile US Inc as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding T-Mobile 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 T-Mobile US 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: $63.51
  • Growth: 0.2
  • Current EPS (TTM): $2.55
  • P/E: 24
  • Future EPS Calc: $6.34
  • Future Stock Price Calc: $152.28
  • Target stock price: $94.55

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Criteo SA (ADR)
Stock ticker CRTO
Live stock price [stckqut]CRTO[/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) $40.31
Target stock price (averages with growth) $47.52
Target stock price (averages with no growth) $32.28
Target stock price (manual assumptions) $31.87

The following company description is from Google Finance: https://finance.google.com/finance?q=crto
Criteo SA is a France-based company specializing in digital performance marketing. Its solution consists of the Criteo Engine, the Company’s data assets, access to inventory, and its advertiser and publisher platforms. The Criteo Engine consists of various machine learning algorithms, such as prediction, recommendation, bidding and creative algorithms and the global hardware and software infrastructure. The Criteo Engine delivers advertisements through multiple marketing channels and formats, including display advertising banners, native advertising banners and marketing messages delivered to opt-in e-mail addresses. Advertisements are delivered on all devices and screens, including Web browsers on desktops and laptops, mobile Web browsers on smart phones and tablets, as well as mobile applications. It operates in approximately 90 countries through a network of over 30 international offices located in Europe, the Americas and the Asia-Pacific region.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Criteo SA (ADR) as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding Criteo 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 Criteo SA (ADR) 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: $26.03
  • Growth: 0.15
  • Current EPS (TTM): $1.16
  • P/E: 22
  • Future EPS Calc: $2.33
  • Future Stock Price Calc: $51.32
  • Target stock price: $31.87

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