John Clifton "Jack" Bogle is the founder and retired CEO of The Vanguard Group. He is known for his 1999 book “Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor
In this video, Jack criticizes the investing philosophy of Mark Cuban – a video I displayed on this site a few weeks ago.
| Company name | Compania de Minas Buenaventura SA (ADR) |
| Stock ticker | BVN |
| Live stock price | [stckqut]BVN[/stckqut] |
| P/E compared to competitors | Good |
| Employee productivity | Good |
| Sales growth | Good |
| EPS growth | Good |
| P/E growth | Good |
| EBIT growth | Good |
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $71.94 |
| Target stock price (averages with growth) | $76.27 |
| Target stock price (averages with no growth) | $64.26 |
| Target stock price (manual assumptions) | $69.65 |
The following company description is from Google Finance: http://www.google.com/finance?q=bvn
Compania de Minas Buenaventura SAA (Buenaventura) is a Peru-based mining company engaged in the exploration, exploitation, processing and sale of gold and silver, as well as other metals and minerals. It operates seven mining units located in Peru: Julcani, Recuperada, Orcopampa, Poracota, Uchucchacua, Antapite and Ishihuinca. Through Sociedad Minera El Brocal SAA (El Brocal) and Compania de Exploraciones, Desarrollo e Inversiones Mineras SAC (Cedimin), the Company is involved in the operation of the Shila-Paula, Marcapunta and Colquijirca mines. It also owns electric power transmission company, electric power generation company and engineering services consulting company, as well as has interest in other mining companies, including a 43.65% interest in Yanacocha, a Peruvian partnership, which operates South America’s gold mine, and 19.26% stake in Cerro Verde, a Peruvian company that operates a copper mine located in the south of Peru.
Confident Investor comments: Few companies have this much green showing on the metric scorecard. At this price and at this time, I think that a Confident Investor can confidently invest in this stock.
| Company name | Broadcom Corporation |
| Stock ticker | BRCM |
| Live stock price | [stckqut]BRCM[/stckqut] |
| P/E compared to competitors | Fair |
| 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) | $51.68 |
| Target stock price (averages with growth) | $105.19 |
| Target stock price (averages with no growth) | $112.77 |
| Target stock price (manual assumptions) | $40.43 |
The following company description is from Google Finance: http://www.google.com/finance?q=brcm
Broadcom Corporation (Broadcom) is a provider of semiconductor for wired and wireless communications. Broadcom products enable the delivery of voice, video, data and multimedia to and throughout the home, the office and the mobile environment. The Company provides a range of system-on-a-chip (SoC), and software solutions to manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices. Its product portfolio includes broadband communications, mobile and wireless, and infrastructure and networking. In November 2010, the Company completed the acquisition of Percello Ltd. (Percello). In November 2010, the Company completed the acquisition of Beceem Communications, Inc. (Beceem). In December 2010, the Company completed the acquisition of Gigle Networks Inc. (Gigle), a company that develops SoC solutions for home networking over power lines. In April 2011, the Company acquired Provigent Inc.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.
| Company name | Balchem Corporation |
| Stock ticker | BCPC |
| Live stock price | [stckqut]BCPC[/stckqut] |
| P/E compared to competitors | Fair |
| 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) | $50.7 |
| Target stock price (averages with growth) | $56.6 |
| Target stock price (averages with no growth) | $38.58 |
| Target stock price (manual assumptions) | $46.29 |
The following company description is from Google Finance: http://www.google.com/finance?q=bcpc
Balchem Corporation (Balchem), incorporated in 1967, is engaged in the development, manufacture and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries. The Company has three reportable segments: Specialty Products, Food, Pharma & Nutrition, and Animal Nutrition & Health. The Company sells its products through its own sales force, independent distributors and sales agents. The Company operates five wholly owned domestic subsidiaries, such as BCP Ingredients, Inc. (BCP), Balchem Minerals Corporation (BMC), BCP Saint Gabriel, Inc. (BCP St. Gabriel), Chelated Minerals Corporation (CMC) and Aberco, Inc. (Aberco). In June 2010, the Company acquired Aberco, Inc.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.
| Company name | Atwood Oceanics, Inc. |
| Stock ticker | ATW |
| Live stock price | [stckqut]ATW[/stckqut] |
| P/E compared to competitors | Good |
| Employee productivity | Good |
| Sales growth | Fair |
| EPS growth | Good |
| P/E growth | Poor |
| EBIT growth | Good |
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $60.15 |
| Target stock price (averages with growth) | $80.97 |
| Target stock price (averages with no growth) | $62.01 |
| Target stock price (manual assumptions) | $56.04 |
The following company description is from Google Finance: http://www.google.com/finance?q=atw
Atwood Oceanics, Inc., along with its subsidiaries, is engaged in the international offshore drilling and completion of exploratory and developmental oil and gas wells. Its operations include nine offshore mobile drilling units located in five regions: offshore Southeast Asia, offshore Africa, offshore Australia, offshore South America and the Mediterranean Sea. During the fiscal year ended September 30, 2010 (fiscal 2010), the Company had a utilization rate of 88%. Its offshore drilling equipments include semisubmersible rigs, jack-up drilling rigs, semisubmersible tender assist rigs and submersible drilling rigs. The Company obtains the contracts, under which it operates its units either through individual negotiation with the customer or by submitting proposals in competition with other contractors. In October 2010, the Company entered into turnkey construction agreements with PPL Shipyard PTE LTD to construct two Pacific Class 400 jack-up drilling units.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.