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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

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 Fair
EPS growth Good
P/E growth Fair
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $80.28
Target stock price (averages with growth) $117.87
Target stock price (averages with no growth) $112.93
Target stock price (manual assumptions) $78.59

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 widely used by engineers, designers, researchers and students across a spectrum 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 strategic, global locations. On August 1, 2012, the Company completed its acquisition of Esterel Technologies, S.A. (Esterel). In April 2013, it acquired EVEN – Evolutionary Engineering AG. In January 2014, the Company acquired Reaction Design.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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(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: $76.41

Growth: 0.11

Current EPS (TTM): $2.59

P/E: 29

Future EPS Calc: $4.36

Future Stock Price Calc: $126.56

Target stock price: $78.58

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $126.75
Target stock price (averages with growth) $236.57
Target stock price (averages with no growth) $222.7
Target stock price (manual assumptions) $125.8

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, which accounted for approximately 98% of its total revenues during the year ended December 31, 2011. In January 2012, the Company merged with and into American Tower REIT, Inc. In October 2013, the Company acquired MIP Tower Holdings LLC. In November2013, NII Holdings, Inc sold 1,483 communications sites in Mexico to American Tower Corporation.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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(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: $81.94

Growth: 0.2

Current EPS (TTM): $1.38

P/E: 59

Future EPS Calc: $3.43

Future Stock Price Calc: $202.59

Target stock price: $125.79

I hope that this makes you a better investor. [/s2If]