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Company name Atlas Pipeline Partners, L.P.
Stock ticker APL
Live stock price [stckqut]APL[/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) $53.95
Target stock price (averages with growth) $36.85
Target stock price (averages with no growth) $14.66
Target stock price (manual assumptions) $43.74

The following company description is from Google Finance: http://www.google.com/finance?q=apl

Atlas Pipeline Partners, L.P. is a provider of natural gas gathering and processing services in the Anadarko and Permian Basins located in the southwestern and mid-continent regions of the United States; a provider of natural gas gathering services in the Appalachian Basin in the northeastern region of the United States and a provider of natural gas liquid (NGL) transportation services in the southwestern region of the United States. Its general partner, Atlas Pipeline Partners GP, LLC (Atlas Pipeline GP), manages its operations and activities through its ownership of its general partner interest. Atlas Pipeline GP is a wholly owned subsidiary of Atlas Energy, L.P, which owned a 10.7% limited partner interest in the Company at December 31, 2011, as well as the 2% general partner interest. The Company conducts its business in the midstream segment of the natural gas industry through two segments: Gathering and Processing and Pipeline Transportation.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

 

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Company name ANSYS, Inc.
Stock ticker ANSS
Live stock price [stckqut]ANSS[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $104.94
Target stock price (averages with growth) $128.31
Target stock price (averages with no growth) $88.14
Target stock price (manual assumptions) $96.11

The following company description is from Google Finance: http://www.google.com/finance?q=anss

ANSYS, Inc. (ANSYS) develops and globally markets engineering simulation software and services used by engineers, designers, researchers and students across a range of industries and academia, including aerospace, automotive, manufacturing, electronics, biomedical, energy and defense. The Company distributes its ANSYS suite of simulation technologies through a global network of independent resellers and distributors (collectively, channel partners) and direct sales offices in global locations. The Company’s product portfolio consists of ANSYS Workbench, multiphysics product, structural mechanics, fluid dynamics, explicit dynamics, electromagnetic, system simulation, simulation process and data management, academic, high-performance computing (HPC) and geometry interfaces. On August 1, 2011, the Company acquired Apache Design, Inc.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

 

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Company name American Tower Corp
Stock ticker AMT
Live stock price [stckqut]AMT[/stckqut]
P/E compared to competitors Fair

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) $88.26
Target stock price (averages with growth) $140.43
Target stock price (averages with no growth) $113.99
Target stock price (manual assumptions) $94.67

The following company description is from Google Finance: http://www.google.com/finance?q=amt

American Tower Corporation is a holding company. The Company conducts its operations through its directly and indirectly owned subsidiaries and joint ventures. It is a wireless and broadcast communications infrastructure company that owns, operates and develops communications sites. Its primary business includes leasing antenna space on multi-tenant communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. This business is its rental and management operations. It also offer tower-related services domestically, including site acquisition, zoning and permitting services and structural analysis services, which primarily support its site leasing business and the addition of new tenants and equipment on its sites. In January 2012, the Company merged with and into American Tower REIT, Inc.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

 

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I don’t think that you should invest based on the Democratic or Republican conventions being televised. The truth of the matter is that the affect of a President’s party or the convention to select him is too infrequent to have any statistical significance. There is no way that a Confident Investor could surmise that a specific stock will rise or fall based solely on the political party of the President of the United States of America.

Even though I don’t think it is a wise investment strategy, it is interesting to engage in trivia discussions over wine, coffee, or the water cooler with fellow investors. So in that spirit, I reference a recent article on MarketWatch.  I am only putting two of the paragraphs here but it is probably worth your effort to click over and read the entire article.

In the 16 presidential election years since 1948, the S&P 500-stock index has risen during 11 Republican conventions, as measured from the start to the end of the convention, according to a report by S&P Capital IQ. In contrast, stocks notched gains during only seven Democratic conventions.

When markets reacted favorably during one convention, they tended to drop during the opposing party’s convention. That suggests that if markets rise this week while Republicans are meeting, the odds are, stocks might drop when Democrats hold their convention in Charlotte, N.C., Sept. 3 to 6, says Sam Stovall, chief equity strategist for S&P Capital IQ.

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Company name Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $57.73
Target stock price (averages with growth) $72.64
Target stock price (averages with no growth) $52.15
Target stock price (manual assumptions) $44.76

The following company description is from Google Finance: http://www.google.com/finance?q=akam

Akamai Technologies, Inc. (Akamai) provides content delivery and cloud infrastructure services for the delivery of content and applications over the Internet; ranging from live and on-demand streaming video capabilities to conventional content on Websites, to tools that help people transact business and reach out to new and existing customers. The Company provides private content delivery networks, Internet-based delivery of applications, such as store/dealer locators and user registration, software distribution capabilities, real-time ad targeting solutions, content targeting technology and enhanced security features. It offers application and cloud performance services, solutions for digital media and software distribution and storage, Website optimization services, network operator solutions, online advertising-related services and other specialized Internet-based offerings. In February 2012, the Company acquired Blaze Software Inc. In March 2012, the Company acquired Cotendo, Inc.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.