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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $86.01
Target stock price (averages with growth) $76.33
Target stock price (averages with no growth) $41.77
Target stock price (manual assumptions) $159.07

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

ANSYS, Inc. (ANSYS) develops and markets engineering simulation software and services used by engineers, designers, researchers and students across a spectrum of industries and academia. The Company’s product portfolio consists of ANSYS Workbench, Structures, Fluids, Electronics, Systems and Academic. ANSYS Workbench is the framework upon which the Company’s suite of advanced engineering simulation technologies is built. Its structures product suite offers simulation tools for product design and optimization. The Company’s fluids product suite enables modeling of fluid flow and other related physical phenomena. Its electronics product suite provides field simulation software for designing electronic and electromechanical products. The Company delivers system simulation capability that is used for the design of automated products. The Company’s academic product suite provides portfolio of academic products.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in ANSYS, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am removing ANSYS 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 ANSYS, 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: $85.58
  • Growth: 0.15
  • Current EPS (TTM): $2.71
  • P/E: 47
  • Future EPS Calc: $5.45
  • Future Stock Price Calc: $256.18
  • Target stock price: $159.07

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

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Company name American Tower Corp
Stock ticker AMT
Live stock price [stckqut]AMT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $103.12
Target stock price (averages with growth) $123.36
Target stock price (averages with no growth) $65.1
Target stock price (manual assumptions) $117.4

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

American Tower Corporation is a holding company. The company owns, operates and develops wireless and broadcast communications real estate. Its primary business is leasing antenna space on multi-tenant communications sites to wireless service providers, radio and television broadcast companies, wireless data and data providers, government agencies and municipalities. The Company conducts operations through its subsidiaries and joint ventures. Its principal operating subsidiaries are American Towers LLC and SpectraSite Communications, LLC. The Company offers tower-related services domestically, including site acquisition, zoning and permitting services and structural analysis services, which primarily support site leasing business and the addition of new tenants and equipment on its sites. The Company is a real estate investment trust (REIT). It operates in three segments: domestic rental and management, international rental and management and network development services.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in American Tower Corp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I will be removing American Tower Corp 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 American Tower 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: $94.99
  • Growth: 0.15
  • Current EPS (TTM): $2
  • P/E: 47
  • Future EPS Calc: $4.02
  • Future Stock Price Calc: $189.06
  • Target stock price: $117.39

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $49.31
Target stock price (averages with growth) $47.45
Target stock price (averages with no growth) $26.45
Target stock price (manual assumptions) $49.81

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

AMETEK, Inc. (AMETEK) is a manufacturer of electronic instruments and electromechanical devices with operations in North America, Europe, Asia and South America. The Company markets its products across the world through two groups: the Electronic Instruments Group (EIG) and the Electromechanical Group (EMG). EIG provides monitoring, testing, calibration and display devices for the process, aerospace, power and industrial markets. EMG produces engineered electrical connectors for electronic applications; precision motion control solutions; specialty metals and alloys; and electric motors, blowers and heat exchangers. The Company’s end markets include aerospace and defense, medical devices, factory automation, mass transit, petrochemical and other industrial markets.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in AMETEK, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am removing AMETEK 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 AMETEK, 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: $51.31
  • Growth: 0.09
  • Current EPS (TTM): $2.37
  • P/E: 22
  • Future EPS Calc: $3.64
  • Future Stock Price Calc: $80.22
  • Target stock price: $49.81

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

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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) $277.78
Target stock price (averages with growth) $306.91
Target stock price (averages with no growth) $139.23
Target stock price (manual assumptions) $277.03

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. The Company is also evaluating other indications for Soliris in other diseases in which chronic uncontrolled complement activation is the underlying mechanism, and it is progressing with other biotechnology product candidates in ultra-rare and severe disorders, which are in various stages of development.

 

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

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 Alexion Pharmaceuticals, 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: $179.67
  • Growth: 0.2
  • Current EPS (TTM): $3.26
  • P/E: 55
  • Future EPS Calc: $8.11
  • Future Stock Price Calc: $446.15
  • Target stock price: $277.02

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

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Company name Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $108.57
Target stock price (averages with growth) $103.77
Target stock price (averages with no growth) $47.38
Target stock price (manual assumptions) $97.24

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

Akamai Technologies, Inc., is a technology solutions company. The Company provides cloud services for delivering, optimizing and securing online content and business applications. The Company’s solutions enable delivery of conventional content on websites, tools supporting delivery and operation of cloud-based applications, live and on-demand streaming video capabilities. These services assist the customers to interact with people accessing the Internet from devices and locations across the world. The Company’s Solutions include: Media Delivery Solutions, Performance and Security Solutions, and Service and Support Solutions. Media Delivery Solutions, enables enterprises to execute digital media and software distribution strategies. Performance and Security Solutions, designed for core content and application delivery and security technologies. Service and Support Solutions, offers professional services and solutions to customers.

 

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

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 Akamai Technologies, 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: $70.4
  • Growth: 0.175
  • Current EPS (TTM): $1.84
  • P/E: 38
  • Future EPS Calc: $4.12
  • Future Stock Price Calc: $156.59
  • Target stock price: $97.23

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