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Symbol Stock Price change today
BABA Alibaba Group Holding Ltd 6.507%
NFLX Netflix, Inc. 4.7458%
AMAT Applied Materials, Inc. 3.7754%
ALXN Alexion Pharmaceuticals, Inc. 3.7294%
SWKS Skyworks Solutions Inc 3.6651%
CBPO China Biologic Products Inc 3.1865%
NVDA NVIDIA Corporation 3.0233%
FB Facebook Inc 2.8108%
ABMD ABIOMED, Inc. 2.7106%
PCLN Priceline Group Inc 2.7052%
ULTA Ulta Beauty Inc 2.6692%
HZO MarineMax Inc 2.6455%
CRUS Cirrus Logic, Inc. 2.6417%
HDSN Hudson Technologies, Inc. 2.4712%
AYI Acuity Brands, Inc. 2.1648%
GWR Genesee & Wyoming Inc 2.1085%
MCK McKesson Corporation 1.9558%
GOOGL Alphabet Inc 1.8806%
AAPL Apple Inc. 1.7905%
REGN Regeneron Pharmaceuticals Inc 1.7661%
AMZN Amazon 1.6708%
TMO Thermo Fisher Scientific Inc. 1.6326%
LULU Lululemon Athletica inc. 1.3997%
ALGN Align Technology, Inc. 1.0937%
MEI Methode Electronics Inc. 0.9975%
THRM Gentherm Inc 0.9449%
ADS Alliance Data Systems Corporation 0.7298%
SBUX Starbucks Corporation 0.3483%
MIDD Middleby Corp 0.2445%
COF Capital One Financial Corp. 0.0301%
MRK Merck & Co., Inc. -0.0889%
GTN Gray Television, Inc. -0.2985%
HSKA Heska Corp -0.5735%
STZ Constellation Brands, Inc. -0.8794%
EW Edwards Lifesciences Corp -1.0026%
DPZ Domino’s Pizza, Inc. -1.069%
SUI Sun Communities Inc -1.164%
CVCO Cavco Industries, Inc. -1.54%
EXR Extra Space Storage, Inc. -2.024%

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Company name Thermo Fisher Scientific Inc.
Stock ticker TMO
Live stock price [stckqut]TMO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $195.14
Target stock price (averages with growth) $249.09
Target stock price (averages with no growth) $202.31
Target stock price (manual assumptions) $197.2

 

The following company description is from Google Finance: https://finance.google.com/finance?q=tmo

Thermo Fisher Scientific Inc. develops, manufactures and sells a range of products. The Company provides analytical instruments, equipment, reagents and consumables, software and services for research, manufacturing, analysis, discovery and diagnostics. It operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Services. The Life Sciences Solutions segment provides a portfolio of reagents, instruments and consumables. The Analytical Instruments segment provides a range of instruments, consumables, software and services. The Specialty Diagnostics segment offers a range of diagnostic test kits, reagents, culture media, instruments and associated products. The Laboratory Products and Services segment offers controlled temperature technologies products, growth protection and separation products, and water and laboratory products.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Thermo Fisher Scientific Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. Most of the fundamentals of this company are good but there are some concerns. Due to these concerns, I am removing Thermo Fisher from my Watch List.

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 Thermo Fisher Scientific Inc. 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.
[s2If current_user_can(access_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: $189.88
  • Growth: 0.11
  • Current EPS (TTM): $5.89
  • P/E: 32
  • Future EPS Calc: $9.92
  • Future Stock Price Calc: $317.59
  • Target stock price: $197.2

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Gentherm Inc
Stock ticker THRM
Live stock price [stckqut]THRM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $49.08
Target stock price (averages with growth) $72.25
Target stock price (averages with no growth) $49.08
Target stock price (manual assumptions) $50.34

 

The following company description is from Google Finance: https://finance.google.com/finance?q=thrm

Gentherm Incorporated (Gentherm) is a global technology company engaged in the design, development, and manufacturing of thermal management technologies. The Company has two segments: Automotive and Industrial. Its products provide solutions for automotive passenger comfort and convenience, battery thermal management, remote power generation, patient temperature management, environmental product testing and other consumer and industrial temperature control needs. Its automotive products can be found on the vehicles of all major automotive manufacturers operating in North America, Europe and Asia. The Automotive segment comprises the results from its global automotive businesses and individual convenience products. The Industrial segment represents the combined results from its remote power generation systems business, patient temperature management systems business, environmental testing equipment and services business, and advanced research and product development division.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Gentherm Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Gentherm Inc 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.
[s2If current_user_can(access_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: $31.75
  • Growth: 0.2
  • Current EPS (TTM): $1.81
  • P/E: 18
  • Future EPS Calc: $4.5
  • Future Stock Price Calc: $81.06
  • Target stock price: $50.33

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Skyworks Solutions Inc
Stock ticker SWKS
Live stock price [stckqut]SWKS[/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) $112.44
Target stock price (averages with growth) $152.65
Target stock price (averages with no growth) $116.58
Target stock price (manual assumptions) $111.4

 

The following company description is from Google Finance: https://finance.google.com/finance?q=swks

Skyworks Solutions Inc. designs, develops, manufactures and markets semiconductor products, including intellectual property. The Company’s analog semiconductors are connecting people, places, and things, spanning a number of new and unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. Its geographical segments include the United States, Other Americas, China, Taiwan, South Korea, Other Asia-Pacific, Europe, Middle East and Africa. It operates throughout the world with engineering, manufacturing, sales and service facilities throughout Asia, Europe and North America. It is engaged with key original equipment manufacturers (OEM), smartphone providers and baseband reference design partners. Its product portfolio consists of various solutions, including amplifiers, attenuators, detectors, diodes, filters, front-end modules, hybrid, mixers, switches, and modulators.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Skyworks Solutions Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Skyworks Solutions Inc 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.
[s2If current_user_can(access_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: $94.95
  • Growth: 0.13
  • Current EPS (TTM): $5.41
  • P/E: 18
  • Future EPS Calc: $9.96
  • Future Stock Price Calc: $179.41
  • Target stock price: $111.4

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Sun Communities Inc
Stock ticker SUI
Live stock price [stckqut]SUI[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $143.93
Target stock price (averages with growth) $158.29
Target stock price (averages with no growth) $107.52
Target stock price (manual assumptions) $105.82

 

The following company description is from Google Finance: https://finance.google.com/finance?q=sui

Sun Communities, Inc. is a self-administered and self-managed real estate investment trust (REIT). The Company is a fully integrated real estate company, which, together with its affiliates and predecessors, has been in the business of acquiring, operating, developing, and expanding manufactured housing (MH) and recreational vehicle (RV). As of December 31, 2016, it owned and operated or had an interest in a portfolio of properties located throughout the United States and Ontario, Canada, including 226 MH communities, 87 RV communities, and 28 properties containing both MH and RV sites. The Company operates through two segments: Real Property Operations and Home Sales and Rentals. The Real Property Operations segment owns, operates, or has an interest in a portfolio, and develops MH communities and RV communities throughout the United States and is in the business of acquiring, operating, and expanding MH and RV communities.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Sun Communities Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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 Sun Communities Inc 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.
[s2If current_user_can(access_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: $92.78
  • Growth: 0.13
  • Current EPS (TTM): $0.74
  • P/E: 125
  • Future EPS Calc: $1.36
  • Future Stock Price Calc: $170.42
  • Target stock price: $105.82

[/s2If]
I hope that this makes you a Confident Investor.