By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments

Company name Amazon.com, Inc.
Stock ticker AMZN
Live stock price [stckqut]AMZN[/stckqut]
Confident Investor Rating Poor

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

Amazon.com, Inc. (Amazon.com), incorporated on May 28, 1996, serves consumers through its retail websites and focus on selection, price, and convenience. The Company also manufactures and sell Kindle devices. It offers programs that enable sellers to sell their products on its websites and their own branded websites and to fulfill orders through them , and programs that allow authors, musicians, filmmakers, app developers, and others to publish and sell content..The Company operates in two segments: North America and International. North America segment consists of amounts earned from retail sales of consumer products and subscriptions through North America-focused websites such as www.amazon.com and www.amazon.ca and include amounts earned from AWS. The International segment consists of amounts earned from retail sales of consumer products and subscriptions through internationally-focused websites. In May 2012, the Company acquired Kiva Systems, Inc. (Kiva).
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable. I am removing this stock from my Watch List. I have reviewed Amazon on this site several times and it has bounced between Fair and Good each time. The last time I reviewed it, the stock had dropped to Fair but I left it on my Watch List due to the company’s impact on the retail sector. While the stock is still very popular, I can no longer be confident in its growth potential as it tries to return to profitability.

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Alexion Pharmaceuticals, Inc.
Stock ticker ALXN
Live stock price [stckqut]ALXN[/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) $154.89
Target stock price (averages with growth) $200.16
Target stock price (averages with no growth) $125.48
Target stock price (manual assumptions) $154.26

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

Alexion Pharmaceuticals, Inc. (Alexion) is a biopharmaceutical company focused on serving patients with severe and ultra-rare disorders through the development and commercialization of life-transforming therapeutic products. Its marketed product Soliris (eculizumab) is the first and only therapeutic approved for patients with two ultra-rare and severe disorders resulting from chronic uncontrolled activation of the complement component of the immune system: paroxysmal nocturnal hemoglobinuria (PNH), an ultra-rare and life-threatening blood disorder, and atypical hemolytic uremic syndrome (aHUS), an ultra-rare and life-threatening genetic disease. On February 7, 2012, it acquired Enobia Pharma Corp. (Enobia). On February 8, 2011, it acquired patents and assets from Orphatec Pharmaceuticals GmbH (Orphatec). On January 28, 2011, it acquired Taligen Therapeutics, Inc. (Taligen). It acquired Asfotase alfa in February 2012.

 

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

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/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) $54.63
Target stock price (averages with growth) $70.1
Target stock price (averages with no growth) $51.73
Target stock price (manual assumptions) $48.79

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

Akamai Technologies, Inc. (Akamai) provides content delivery and cloud infrastructure services for the delivery of content and applications over the Internet. The Company’s solutions range from delivery of conventional content on Websites, to tools that support the delivery and operation of cloud-based applications, to live and on-demand streaming video capabilities all designed to help its customers interact with people accessing the Internet from myriad devices and locations around the world. The Company offers five solutions designed to meet the online business needs of its customers: Terra, Aqua, Sola, Kona and Aura. In December 2012, the Company acquired Verivue, Inc. In September 2012, the Company acquired FastSoft, Inc. In March 2012, the Company acquired Cotendo, Inc. In February 2012, the Company acquired Blaze Software, Inc.

 

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

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Apple Inc.
Stock ticker AAPL
Live stock price [stckqut]AAPL[/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) $664.33
Target stock price (averages with growth) $1015.74
Target stock price (averages with no growth) $883.31
Target stock price (manual assumptions) $540.31

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

Apple Inc. (Apple) designs, manufactures and markets mobile communication and media devices, personal computers, and portable digital music players, and a variety of related software, services, peripherals, networking solutions, and third-party digital content and applications. The Company’s products and services include iPhone, iPad, Mac, iPod, Apple TV, a portfolio of consumer and professional software applications, the iOS and OS X operating systems, iCloud, and a variety of accessory, service and support offerings. The Company also delivers digital content and applications through the iTunes Store, App StoreSM, iBookstoreSM, and Mac App Store. The Company distributes its products worldwide through its retail stores, online stores, and direct sales force, as well as through third-party cellular network carriers, wholesalers, retailers, and value-added resellers. In February 2012, the Company acquired app-search engine Chomp.

 

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

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

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Agilent Technologies Inc.
Stock ticker A
Live stock price [stckqut]A[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $69.13
Target stock price (averages with growth) $60.7
Target stock price (averages with no growth) $25.49
Target stock price (manual assumptions) $49.97

The following company description is from Google Finance: https://www.google.com/finance?q=NYSE%3AA&sq=a&sp=2&ei=o11pUYihAoai0AGchwE

Agilent Technologies, Inc. (Agilent) is a measurement company providing bio-analytical and electronic measurement solutions to the communications, electronics, life sciences and chemical analysis industries. During the fiscal year ended October 31, 2011 (fiscal 2011), it had three business segments: electronic measurement business, chemical analysis business and life sciences business. Its electronic measurement business addresses the communications, electronics and other industries. Agilent’s chemical analysis business focuses on the petrochemical, environmental, forensics and food safety industries. Its life sciences business focuses on the pharmaceutical, biotechnology, academic and Government, bio-agriculture and food safety industries. In addition to its three businesses, it conducts research through Agilent Technologies Laboratories (Agilent Labs). In June 2012, the Company acquired cancer diagnostics company, Dako. In August 2012, the Company acquired Aurora SFC Systems, Inc.

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

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