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Company name Intrexon Corp
Stock ticker XON
Live stock price [stckqut]XON[/stckqut]
Confident Investor Rating Poor

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

Intrexon Corporation is engaged in the business of synthetic biology. Using the Company’s suite of complementary technologies, it design, build and regulate gene programs, or sequences of deoxyribonucleic acid (DNA) that control cellular function, and cellular systems, or activities that take place within a cell and the interaction of those systems in the greater cellular environment, to enable the development of new and improved products and manufacturing processes across a variety of end markets, including healthcare, food, energy and environmental sciences. Its technologies include the UltraVector gene design and fabrication platform; Cell Systems Informatics; LEAP-cell identification and selection, and mAbLogix-antibody discovery. In March 2014, the Company acquired Medistem, Inc. In March 2014, Intrexon Corp acquired laboratory operations in Budapest, Hungary from Codexis, Inc. In August 2014, it acquired Trans Ova Genetics, L.C.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Intrexon Corp. It is not possible to confidently invest in a company that is not currently profitable.

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

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Company name Towers Watson & Co
Stock ticker TW
Live stock price [stckqut]TW[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $116.2
Target stock price (averages with growth) $97.68
Target stock price (averages with no growth) $53.2
Target stock price (manual assumptions) $107.9

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

Towers Watson & Co. (Towers Watson) is a global professional services company. The Company offers solutions in the areas of benefits, talent management, rewards, and risks and capital management. The Company offers its clients comprehensive services across four business segments: Benefits, Risk and Financial Services, Talent and Rewards, and exchanges Solutions. The Company delivers consulting services and solutions, which help organizations, anticipate, identify and capitalize on emerging opportunities in benefit and human capital management. The Company advises the insurance industry on a range of strategic and risks management issues, and the Company helps its clients in all industries mitigate risk through insurance, reinsurance and capital markets transactions. In November 2013, Towers Watson and Co announced the completion of its sale of the Company’s reinsurance brokerage business to Jardine Lloyd Thompson Group plc. In November 2013, the Company acquired Liazon Corporation.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Towers Watson & Co as long as the price is correct. 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 Towers Watson & Co 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.
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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: $112.97
  • Growth: 0.12
  • Current EPS (TTM): $4.93
  • P/E: 20
  • Future EPS Calc: $8.68
  • Future Stock Price Calc: $173.76
  • Target stock price: $107.89

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