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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $212.03
Target stock price (averages with growth) $268.09
Target stock price (averages with no growth) $217.34
Target stock price (manual assumptions) $212.

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/tmo

Thermo Fisher Scientific Inc., incorporated on October 11, 1960, 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. The Company operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Services. The Company serves various markets, such as pharmaceutical and biotech; academic and government; industrial and applied; as well as healthcare and diagnostics. The Company serves its customers through its brands, such as Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific and Unity Lab Services.

The Thermo Scientific brand offers customers in research, diagnostics, industrial, and applied markets a range of analytical instruments, as well as laboratory equipment, software, services, consumables, and reagents. Its portfolio of products includes technologies for mass spectrometry, chromatography, elemental analysis, molecular spectroscopy, sample preparation, informatics, chemical research and analysis, cell culture, bioprocess production, cellular, protein and molecular biology research, allergy testing, drugs-of-abuse testing, therapeutic drug monitoring testing, microbiology, anatomical pathology, as well as environmental monitoring and process control. The Applied Biosystems brand offers customers in research, clinical and applied markets integrated instrument systems, reagents, and software for genetic analysis. Its portfolio includes technologies for genetic sequencing and real-time, digital and end point polymerase chain reaction (PCR), that are used to determine meaningful genetic information in applications, such as cancer diagnostics, human identification testing, and animal health, as well as inherited and infectious disease.

 

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. I will be dropping this company from my Watch List as I think there are better investments in the market.

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: $205.57
  • Growth: 0.11
  • Current EPS (TTM): $6.14
  • P/E: 33
  • Future EPS Calc: $10.34
  • Future Stock Price Calc: $341.42
  • Target stock price: $211.99

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

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Company name Gilead Sciences, Inc.
Stock ticker GILD
Live stock price [stckqut]GILD[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $92.08
Target stock price (averages with growth) $75.93
Target stock price (averages with no growth) $54.69
Target stock price (manual assumptions) $68.

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/gild

Gilead Sciences, Inc., incorporated on June 22, 1987, is a research-based biopharmaceutical company that discovers, develops and commercializes medicines in areas of unmet medical need. The Company’s portfolio of products and pipeline of investigational drugs includes treatments for Human Immunodeficiency Virus/Acquired Immune Deficiency Syndrome (HIV/AIDS), liver diseases, cancer, inflammatory and respiratory diseases and cardiovascular conditions. Its products include AmBisome, Atripla, Cayston, Complera/Eviplera, Descovy, Emtriva, Epclusa, Genvoya, Harvoni, Hepsera, Letairis, Odefsey, Ranexa, Sovaldi, Stribild, Truvada, Tybost, Vemlidy, Viread, Vitekta, and Zydelig. The Company’s areas of focus include HIV; liver diseases, such as chronic hepatitis C virus (HCV) infection and chronic hepatitis B virus (HBV) infection; hematology/oncology; cardiovascular, and inflammation/respiratory diseases. The Company had operations in more than 30 countries, as of December 31, 2016. The Company, through its subsidiary Kite Pharma, Inc. (Kite), is engaged in the development of cancer immunotherapies. Kite is focused on chimeric antigen receptor (CAR) and T cell receptor (TCR) engineered cell therapies designed to empower the immune system’s ability to recognize and kill tumors. Kite’s pipeline includes axicabtagene ciloleucel, KTE-C19, Human anti-CD19 (2nd Gen), Humanized anti-CD19 Control CAR (3rd Gen), KITE-585 (anti-BCMA), KITE-796 (anti-CLL-1 Control CAR), MAGE A3/A6, KITE-718 (MAGE A3/A6), MAGE A3, HPV-16 E6 & E7, KITE-439 (HPV-16 E7), KRAS, SSX-2 and Neoantigens.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Gilead Sciences, 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. I am removing Gilead from my Watch List as there are better investments in the market.

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 Gilead Sciences, 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: $68.02
  • Growth: 0.1
  • Current EPS (TTM): $6.8
  • P/E: 10
  • Future EPS Calc: $10.95
  • Future Stock Price Calc: $109.51
  • Target stock price: $68

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

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Company name Edwards Lifesciences Corp
Stock ticker EW
Live stock price [stckqut]EW[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $179.46
Target stock price (averages with growth) $233.99
Target stock price (averages with no growth) $170.37
Target stock price (manual assumptions) $160.56

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/ew

Edwards Lifesciences Corporation, incorporated on September 10, 1999, is a manufacturer of heart valve systems and repair products used to replace or repair a patient’s diseased or defective heart valve. The Company is globally engaged in patient-focused innovations for structural heart disease and critical care monitoring. Its segments include United States, Europe, Japan and Rest of World. Its products are categorized into three areas: Transcatheter Heart Valve Therapy, Surgical Heart Valve Therapy and Critical Care. It also develops hemodynamic monitoring systems that are used to measure a patient’s cardiovascular function in the hospital setting. The Company’s Transcatheter Heart Valve Therapy and Surgical Heart Valve Therapy products are manufactured in the United States, Singapore, and Switzerland. Critical Care products are manufactured in its facilities located in Puerto Rico and the Dominican Republic. Its subsidiaries include Edwards Lifesciences Asset Management Corporation, Edwards Lifesciences CardiAQ LLC., Valtech Cardio Inc. and Red Hill Insurance Corporation.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Edwards Lifesciences Corp 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. I think there are better investments on the market so I am taking Edwards off of 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 Edwards Lifesciences Corp 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: $135.95
  • Growth: 0.14
  • Current EPS (TTM): $3.95
  • P/E: 34
  • Future EPS Calc: $7.6
  • Future Stock Price Calc: $258.58
  • Target stock price: $160.55

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

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Company name Gilead Sciences, Inc.
Stock ticker GILD
Live stock price [stckqut]GILD[/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) $84.36
Target stock price (averages with growth) $57.48
Target stock price (averages with no growth) $44.01
Target stock price (manual assumptions) $325.94

 

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

Gilead Sciences, Inc. is a research-based biopharmaceutical company that discovers, develops and commercializes medicines in areas of unmet medical need. The Company’s portfolio of products and pipeline of investigational drugs includes treatments for Human Immunodeficiency Virus/Acquired Immune Deficiency Syndrome (HIV/AIDS), liver diseases, cancer, inflammatory and respiratory diseases and cardiovascular conditions. Its products for HIV/AIDS patients include Descovy, Odefsey, Genvoya, Stribild, Complera/Eviplera, Truvada, Emtriva, Tybost and Vitekta. Its products for patients with liver diseases include Vemlidy, Epclusa, Harvoni, Sovaldi, Viread and Hepsera. It offers Zydelig to patients with hematology/oncology diseases. Its products for patients with various cardiovascular diseases include Letairis, Ranexa and Lexiscan. Its products for various inflammation/respiratory diseases include Cayston and Tamiflu. It had operations in more than 30 countries, as of December 31, 2016.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Gilead Sciences, Inc. as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding Gilead Sciences to my 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 Gilead Sciences, 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: $71.64
  • Growth: 0.2
  • Current EPS (TTM): $8.79
  • P/E: 24
  • Future EPS Calc: $21.87
  • Future Stock Price Calc: $524.93
  • Target stock price: $325.94

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

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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.