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

Company name Sun Communities Inc
Stock ticker SUI
Live stock price [stckqut]SUI[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $150.8
Target stock price (averages with growth) $165.84
Target stock price (averages with no growth) $112.65
Target stock price (manual assumptions) $149.59

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

Sun Communities, Inc., incorporated on July 23, 1993, is a self-administered and self-managed real estate investment trust (REIT). The Company is a fully integrated real estate company, which, together with its affiliates and predecessors, has been in the business of acquiring, operating, developing, and expanding manufactured housing (MH) and recreational vehicle (RV). As of December 31, 2016, it owned and operated or had an interest in a portfolio of properties located throughout the United States and Ontario, Canada, including 226 MH communities, 87 RV communities, and 28 properties containing both MH and RV sites. The Company operates through two segments: Real Property Operations and Home Sales and Rentals. The Real Property Operations segment owns, operates, or has an interest in a portfolio, and develops MH communities and RV communities throughout the United States and is in the business of acquiring, operating, and expanding MH and RV communities. The Home Sales and Rentals segment offers MH and RV park model sales and leasing services to tenants and prospective tenants of its communities.

As of December 31, 2016, the Company owned, operated or had an interest in a portfolio of 341 properties in 29 states and Ontario, Canada, including 226 MH communities, 87 RV communities, and 28 Properties containing both MH and RV sites. As of December 31, 2016, the Properties contained an aggregate of 117,376 developed sites consisted of 80,166 developed MH sites, 20,916 annual RV sites (inclusive of both annual and seasonal usage rights), and 16,294 transient RV sites. There are approximately 10,616 additional MH and RV sites suitable for development.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Sun Communities Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Sun Communities 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: $97.77
  • Growth: 0.2
  • Current EPS (TTM): $0.94
  • P/E: 103
  • Future EPS Calc: $2.33
  • Future Stock Price Calc: $240.91
  • Target stock price: $149.59

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

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

Company name Constellation Brands, Inc. Class A
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 Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $333.56
Target stock price (averages with growth) $420.88
Target stock price (averages with no growth) $285.89
Target stock price (manual assumptions) $307.56

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

Constellation Brands, Inc., incorporated on December 4, 1972, is an international beverage alcohol company. The Company is a producer and marketer of beer, wine, and spirits with operations in the United States, Canada, Mexico, New Zealand and Italy. The Company’s segments include Beer, Wine and Spirits, and Corporate Operations and Other. The Company’s wine portfolio is complemented by select spirits brands and other select beverage alcohol products. It is a multi-category supplier (beer, wine, and spirits) of beverage alcohol in the United States.

The Company owns principal facilities, including the Nava Brewery in Nava, Coahuila, Mexico; the glass production plant in Nava, Coahuila, Mexico; wineries in California, which include the Woodbridge Winery in Acampo and the Mission Bell winery in Madera; the Canandaigua winery in Canandaigua, New York, and the distillery in Lethbridge, Alberta, Canada. It operates over four facilities in the San Diego, California area that produce its Ballast Point brand, including Miramar, which serves as the primary production site for the brand. In the United States, the Company operates over 20 wineries using varieties of grapes grown in the Napa, Sonoma, Monterey and San Joaquin regions of California. It also operates over four wineries in New Zealand and approximately five wineries in Italy. The Company’s Canadian whisky requirements are produced and aged at its Canadian distillery in Lethbridge, Alberta.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Constellation Brands, Inc. Class A as long as the indicators that I describe in my book The Confident Investor are favorable.

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. Class A 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: $215.91
  • Growth: 0.18
  • Current EPS (TTM): $10.31
  • P/E: 21
  • Future EPS Calc: $23.58
  • Future Stock Price Calc: $495.32
  • Target stock price: $307.55

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

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

Company name Charles Schwab Corporation Common Stock
Stock ticker SCHW
Live stock price [stckqut]SCHW[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $45.71
Target stock price (averages with growth) $83.3
Target stock price (averages with no growth) $71.77
Target stock price (manual assumptions) $57.66

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

The Charles Schwab Corporation (CSC), incorporated on November 25, 1986, is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, money management and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services and other corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services as well as retirement business services. The Company’s subsidiaries include Charles Schwab & Co., Inc. (Schwab), which is a securities broker-dealer with over 335 domestic branch offices in 46 states, as well as a branch in each of the Commonwealth of Puerto Rico and London, England, and serves clients in Hong Kong through one of the Company’s subsidiaries, as of December 31, 2016; Charles Schwab Bank (Schwab Bank), which is a federal savings bank located in Nevada, and Charles Schwab Investment Management, Inc. (CSIM), which is the investment advisor for Schwab’s mutual funds referred to as the Schwab Funds, and Schwab’s exchange-traded funds (ETFs), referred to as the Schwab ETFs.

The Company offers a range of products to address individuals’ varying investment and financial needs. Its product offerings include brokerage, mutual funds, ETFs, advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities. Mutual funds offer third-party mutual funds through the Mutual Fund Marketplace, including no-transaction fee mutual funds through the Mutual Fund OneSource service, which also includes proprietary mutual funds, plus mutual fund trading and clearing services to broker-dealers. Exchange-traded funds provide an offering of ETFs, including various third-party ETFs available without a commission through Schwab ETF OneSource. Advice solutions offer managed portfolios of both third-party mutual funds and ETFs, separately managed accounts, customized personal advice for portfolios, and specialized planning and full-time portfolio management. Banking offers checking and savings accounts, certificates of deposit, first lien residential real estate mortgage loans (First Mortgages), home equity loans and lines of credit (HELOCs), and pledged asset lines (PALs). Trust offers trust custody services, personal trust reporting services, and administrative trustee services.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Charles Schwab Corporation Common Stock as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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 Charles Schwab Corporation Common Stock 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: $51.3
  • Growth: 0.13
  • Current EPS (TTM): $1.8
  • P/E: 28
  • Future EPS Calc: $3.31
  • Future Stock Price Calc: $92.85
  • Target stock price: $57.65

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

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

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 Poor
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $75.83
Target stock price (averages with growth) $84.4
Target stock price (averages with no growth) $57.33
Target stock price (manual assumptions) $64.32

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

Starbucks Corporation (Starbucks), incorporated on November 4, 1985, is a roaster, marketer, and retailer of coffee. As of October 2, 2016, the Company operated in 75 countries. The Company operates through four segments: Americas, which is inclusive of the United States, Canada, and Latin America; China/Asia Pacific (CAP); Europe, Middle East, and Africa (EMEA), and Channel Development. The Company purchases and roasts coffees that it sells, along with handcrafted coffee, tea and other beverages and a range of fresh food items, including snack offerings, through Company-operated stores. The Company also sells a range of coffee and tea products and licenses its trademarks through other channels, such as licensed stores, grocery, and foodservice accounts. In addition to its Starbucks Coffee brand, the Company sells goods and services under various brands, including Teavana, Tazo, Seattle’s Best Coffee, Evolution Fresh, La Boulange, and Ethos.

The Company’s Americas, CAP, and EMEA segments include both company-operated and licensed stores. The Americas, CAP and EMEA segments also include certain foodservice accounts, primarily in Canada, Japan, and the United Kingdom. Its Channel Development segment includes roasted whole bean and ground coffees, Tazo teas, Starbucks- and Tazo-branded single-serve products, a range of ready-to-drink beverages, such as Frappuccino, Starbucks Doubleshot and Starbucks Refreshers beverages and other branded products sold across the world through channels, such as grocery stores, warehouse clubs, specialty retailers, convenience stores and the United States foodservice accounts. Starbucks stores offer a choice of coffee and tea beverages, as well as other coffee, tea, and related products, including a range of single-serve and ready-to-drink coffee and tea products, juices and bottled water. Starbucks stores also offer an assortment of fresh food and snack offerings.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Starbucks Corporation as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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 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: $49.06
  • Growth: 0.17
  • Current EPS (TTM): $3.15
  • P/E: 15
  • Future EPS Calc: $6.9
  • Future Stock Price Calc: $103.59
  • Target stock price: $64.32

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

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

Company name Regeneron Pharmaceuticals Inc
Stock ticker REGN
Live stock price [stckqut]REGN[/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) $406.85
Target stock price (averages with growth) $503.28
Target stock price (averages with no growth) $388.11
Target stock price (manual assumptions) $416.03

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

Regeneron Pharmaceuticals, Inc., incorporated on January 11, 1988, is a biopharmaceutical company that discovers, invents, develops, manufactures and commercializes medicines for the treatment of serious medical conditions. The Company commercializes medicines for eye diseases, high low-density lipoprotein (LDL) cholesterol, and an inflammatory condition and have product candidates in development in other areas, including rheumatoid arthritis, asthma, atopic dermatitis, pain, cancer, and infectious diseases. The Company’s marketed products include EYLEA (aflibercept) Injection, Praluent (alirocumab) Injection, ARCALYST (rilonacept) Injection for Subcutaneous Use, Kevzara (sarilumab) Solution for Subcutaneous Injection and ZALTRAP (ziv-aflibercept) Injection for intravenous infusion. As of December 31, 2016, the Company had 16 product candidates in clinical development, which consisted of a Trap-based clinical program and 15 fully human monoclonal antibody product candidates. Its antibodies are generated using its VelocImmune technology.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Regeneron Pharmaceuticals Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Regeneron Pharmaceuticals 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: $351.14
  • Growth: 0.14
  • Current EPS (TTM): $15.13
  • P/E: 23
  • Future EPS Calc: $29.13
  • Future Stock Price Calc: $670.02
  • Target stock price: $416.03

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