Joy Global Inc. passes the initial requirements of both the Defensive Investor and the Enterprising Investor. Specifically, the Defensive Investor is only concerned with the insufficient earnings growth over the last ten years
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Estee Lauder Companies Analysis – August 2015 Update $EL
Estee Lauder Companies is suitable for the Enterprising Investor but not the more conservative Defensive Investor. The Defensive Investor is concerned by the high PEmg and PB ratios.
American Express Company Analysis – August 2015 Update $AXP
American Express passes the initial requirements of the Enterprising Investor but not the Defensive Investor. In fact, the company passes every requirement of the Enterprising Investor types, but the Defensive Investor is concerned by the high PB ratio.
Whole Foods Market Inc. Analysis – August 2015 Update $WFM
Whole Foods Inc. is not suitable for Defensive Investors but it does pass the initial requirements of the Enterprising Investor. The Defensive Investor is concerned with the low current ratio, the inconsistent dividend history, and the high PEmg and PB ratios.
Allstate Corporation Analysis – July 2015 Update $ALL
Allstate passes the initial requirements of the Enterprising Investor but not the Defensive Investor. In fact, the company passes every requirement of the Enterprising Investor types, but the Defensive Investor is concerned by the lack of earnings stability and insufficient earnings growth over the last ten years.
Nordstrom Inc. Analysis – July 2015 Update $JWN
Nordstrom Inc. is suitable for the Enterprising Investor but not the more conservative Defensive Investor. The Defensive Investor is concerned by the low current ratio, and the high PEmg and PB ratios
Express Scripts Inc. Analysis – 2015 Update $ESRX
Express Scripts does not qualify for either the Enterprising Investor or the more conservative Defensive Investor. The Defensive Investor is concerned by the low current ratio, lack of dividends, and the high PEmg and PB ratios.
BlackRock Inc. Analysis – July 2015 Update $BLK
BlackRock Inc. passes the initial requirements of both the Defensive Investor and the Enterprising Investor. The Defensive Investor has no initial concerns, while the Enterprising Investor is only concerned by the level of debt relative to the net current assets.
BorgWarner Inc. Analysis – July 2015 Update $BWA
BorgWarner is not suitable for Defensive Investors but it does pass the initial requirements of the Enterprising Investor. The Defensive Investor is concerned with the insufficient earnings stability over the last ten years, the inconsistent dividend history, and the high PEmg and PB ratios.
Motorola Solutions Inc. Analysis – July 2015 Update $MSI
Motorola Solutions is not suitable for Defensive Investors but it does pass the initial requirements of the Enterprising Investor. The Defensive Investor is concerned with the insufficient earnings stability or growth over the last ten years, the inconsistent dividend history, and the high PB ratio.