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Symbol Stock Price change today
MEOH Methanex Corporation 9.4748%
CVGW Calavo Growers, Inc. 5.4059%
ETFC E*TRADE Financial Corp 3.7904%
MKSI MKS Instruments, Inc. 3.5714%
PATK Patrick Industries, Inc. 3.3155%
JAZZ Jazz Pharmaceuticals PLC 2.6444%
EVR Evercore Inc 2.2981%
TGS Transportadora de Gas del Sur SA (ADR) 2.087%
KNX Knight-Swift Transportation Holdings Inc 1.9212%
LRCX Lam Research Corporation 1.7254%
SIVB SVB Financial Group 1.4546%
THRM Gentherm Inc 1.3586%
NXST Nexstar Media Group Inc 1.2493%
SWKS Skyworks Solutions Inc 1.108%
BKNG Booking Holdings Inc 0.9658%
MTZ MasTec, Inc. 0.9511%
AMAT Applied Materials, Inc. 0.5535%
STZ Constellation Brands, Inc. Class A 0.5205%
SINA SINA Corp 0.3312%
COHR Coherent, Inc. 0.1966%
ILMN Illumina, Inc. 0.0223%
NVDA NVIDIA Corporation 0.0114%
GTN Gray Television, Inc. -0.1295%
AVGO Broadcom Inc -0.2068%
BABA Alibaba Group Holding Ltd -0.2607%
CBPO China Biologic Products Holdings Inc -0.2729%
NSP Insperity Inc -0.608%
AMZN Amazon.com, Inc. -0.7182%
ABMD ABIOMED, Inc. -0.8486%
AAPL Apple Inc. -0.8612%
TMUS T-Mobile Us Inc -1.0276%
SBUX Starbucks Corporation -1.0555%
ADBE Adobe Systems Incorporated -1.0566%
ANET Arista Networks Inc -1.1286%
PYPL Paypal Holdings Inc -1.3905%
TNET TriNet Group Inc -1.6029%
V Visa Inc -1.6407%
FB Facebook, Inc. Common Stock -1.6814%
ULTA Ulta Beauty Inc -1.7122%
GOOGL Alphabet Inc Class A -1.7335%
NFLX Netflix, Inc. -1.8106%
MA Mastercard Inc -1.8563%
DPZ Domino’s Pizza, Inc. -1.8865%
FIVE Five Below Inc -1.9004%
LULU Lululemon Athletica inc. -1.9522%
EPAM EPAM Systems Inc -1.9746%
FTNT Fortinet Inc -2.3165%
UNH UnitedHealth Group Inc -2.3809%
HZO MarineMax Inc -2.4523%
SUI Sun Communities Inc -2.6843%
MTCH Match Group Inc -2.7976%
ALGN Align Technology, Inc. -3.0855%
MKTX MarketAxess Holdings Inc. -4.2352%
LGIH LGI Homes Inc -6.0004%

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Company name Alibaba Group Holding Ltd – ADR
Stock ticker BABA
Live stock price [stckqut]BABA[/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
Price growth Fair
R&D growth Poor
Income growth Good
Assets growth Poor
Return on Assets growth Good
Income / Rev growth Fair
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $337.06
Target stock price (averages with growth) $107.55
Target stock price (averages with no growth) $122.87
Target stock price (manual assumptions) $160.43

The following company description is from Reuters: https://finance.yahoo.com/quote/baba/profile?p=baba

Alibaba Group Holding Limited, through its subsidiaries, provides online and mobile commerce businesses in the People’s Republic of China and internationally. It operates in four segments: Core Commerce, Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company operates Taobao Marketplace, a mobile commerce destination; Tmall, a third-party platform; Alibaba Health pharmaceutical e-commerce and consumer healthcare platforms; Alimama, a monetization platform; 1688.com, an online wholesale marketplace; Alibaba.com, an online wholesale marketplace; AliExpress, a retail marketplace; Lazada, an e-commerce platform; and Tmall Global, an import e-commerce platform. It also operates Lingshoutong, a digital sourcing platform; Cainiao Network logistic services platform; Ele.me, a delivery and local services platform; Koubei, a restaurant and local services guide platform; and Fliggy, an online travel platform. In addition, the company offers pay-for-performance and display marketing services; and Taobao Ad Network and Exchange, a real-time bidding online marketing exchange. Further, it provides elastic computing, database, storage, virtualization network, large scale computing, security, and management and application, big data analytics, machine learning platform, and Internet of Things and other services for enterprises; and payment and escrow services; and movies, television series, variety shows, animations, and other video content. Additionally, the company operates Youku, an online video platform; UC Browser, a mobile browser; Alibaba Pictures and other content platforms that provide online videos, films, live events, news feeds, literature, music, and others; Amap, a mobile digital map, navigation, and real-time traffic information app; DingTalk, a business efficiency app; and Tmall Genie, an AI-powered smart speaker. The company was founded in 1999 and is based in Hangzhou, the People’s Republic of China.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Alibaba Group Holding Ltd – ADR 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. Because of these concerns and the fact that I am already investing in other companies in this space, I will be removing Alibaba 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 Alibaba Group Holding Ltd – ADR 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: $218.04
  • Growth: 0.142866666666667
  • Current EPS (TTM): $5.39355733333333
  • P/E: 24.5694199255779
  • Future EPS Calc: $10.51
  • Future Stock Price Calc: $258.37
  • Target stock price: $160.42

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

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Company name Broadcom Inc
Stock ticker AVGO
Live stock price [stckqut]AVGO[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets growth Good
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $476.91
Target stock price (averages with growth) $1344.92
Target stock price (averages with no growth) $776.67
Target stock price (manual assumptions) $693.09

The following company description is from Reuters: https://finance.yahoo.com/quote/avgo/profile?p=avgo

Broadcom Inc. designs, develops, and supplies a range of semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates through three segments: Semiconductor Solutions, Infrastructure Software, and Intellectual Property licensing. It provides set-top box system-on-chips (SoCs); cable, digital subscriber line, and passive optical networking central office/consumer premise equipment SoCs; Wireless local area network access point SoCs; Ethernet switching and routing application specific standard products; embedded processors and controllers; serializer/deserializer application specific integrated circuits; optical and copper, and physical layers; and fiber optic laser and receiver components. The company also offers RF front end modules, filters, and power amplifiers; Wi-Fi, Bluetooth, and global positioning system/global navigation satellite system SoCs; custom touch controllers; serial attached small computer system interface, and redundant array of independent disks controllers and adapters; peripheral component interconnect express switches; fiber channel host bus adapters; read channel based SoCs; custom flash controllers; preamplifiers; and optocouplers, industrial fiber optics, motion control encoders and subsystems, and light emitting diodes. In addition, it provides mainframe and enterprise software solution and cybersecurity solutions. Its products are used in various applications, including enterprise and data center networking, home connectivity, set-top boxes, broadband access, telecommunication equipment, smartphones and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was incorporated in 2018 and is headquartered in San Jose, California.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Broadcom 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 Broadcom 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: $308.89
  • Growth: 0.1745
  • Current EPS (TTM): $9.74
  • P/E: 51.277626877296
  • Future EPS Calc: $21.76
  • Future Stock Price Calc: $1116.22
  • Target stock price: $693.08

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

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Company name Arista Networks Inc
Stock ticker ANET
Live stock price [stckqut]ANET[/stckqut]
P/E compared to competitors Fair


MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
Price growth Good
R&D growth Fair
Income growth Good
Assets growth Good
Return on Assets growth Poor
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $353.29
Target stock price (averages with growth) $207.18
Target stock price (averages with no growth) $216.48
Target stock price (manual assumptions) $258.66

The following company description is from Reuters: https://finance.yahoo.com/quote/anet/profile?p=anet

Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company’s cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms, including universal leaf, spline, and universal spine products. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising Internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. It markets and sells its products through distributors, value-added resellers, system integrators, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was founded in 2004 and is headquartered in Santa Clara, California.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Arista Networks 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 Arista Networks 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: $228.66
  • Growth: 0.18
  • Current EPS (TTM): $8.52833333333333
  • P/E: 21.3512203277157
  • Future EPS Calc: $19.51
  • Future Stock Price Calc: $416.57
  • Target stock price: $258.66

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

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Company name Autohome Inc
Stock ticker ATHM
Live stock price [stckqut]ATHM[/stckqut]
P/E compared to competitors Fair


MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Poor
P/E growth Poor
EBIT growth Good
Price growth Good
R&D growth Poor
Income growth Fair
Assets growth Good
Return on Assets growth Poor
Income / Rev growth Poor
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $129.93
Target stock price (averages with growth) $90.25
Target stock price (averages with no growth) $80.61
Target stock price (manual assumptions) $90.68

The following company description is from Reuters: https://finance.yahoo.com/quote/athm/profile?p=athm

Autohome Inc. operates as an online destination for automobile consumers in the People’s Republic of China. The company, through its Websites, autohome.com.cn and che168.com, and its mobile applications and mini apps, delivers comprehensive, independent, and interactive content to automobile consumers. It provides media services, including automaker advertising services and regional marketing campaigns; and leads generation services comprising dealer subscription services, advertising services for individual dealers, and used automobile listing and other platform-based services. The company also offers Autohome Mall, an online transaction platform for users to review automotive-related information, purchase coupons offered by automakers for discounts, and make purchases to complete the transaction; data products; and online bidding platform for used automobiles, as well as facilitating transactions of auto-financing and insurance products on its platform. The company was formerly known as Sequel Limited and changed its name to Autohome Inc. in October 2011. Autohome Inc. was founded in 2008 and is headquartered in Beijing, the People’s Republic of China. Autohome Inc. is a subsidiary of Yun Chen Capital Cayman.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Autohome 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. Because Autohome barely made it past the threshold as being a Fair company, I am going to remove the company from my Watch List to make room for a higher-performing company.

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 Autohome 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: $84.14
  • Growth: 0.137433333333333
  • Current EPS (TTM): $3.52333333333333
  • P/E: 21.771984934116
  • Future EPS Calc: $6.7
  • Future Stock Price Calc: $146.04
  • Target stock price: $90.68

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