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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

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) $234.27
Target stock price (averages with growth) $267.02
Target stock price (averages with no growth) $130.91
Target stock price (manual assumptions) $235.47

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 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.

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(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: $151.4

Growth: 0.2

Current EPS (TTM): $1.27

P/E: 120

Future EPS Calc: $3.16

Future Stock Price Calc: $379.21

Target stock price: $235.46

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $58.58
Target stock price (averages with growth) $75.11
Target stock price (averages with no growth) $57.11
Target stock price (manual assumptions) $57.66

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

AMETEK, Inc. (AMETEK) is a global manufacturer of electronic instruments and electromechanical devices with operations in North America, Europe, Asia and South America. The Company markets its products worldwide through two groups: the Electronic Instruments Group (EIG) and the Electromechanical Group (EMG). EIG builds monitoring, testing, calibration and display devices for the process, aerospace, industrial, power and medical markets. EMG produces engineered electromechanical connectors for hermetic (moisture-proof) applications, specialty metals for niche markets and brushless air-moving motors, blowers and heat exchangers. End markets include aerospace, defense, mass transit, medical, office products and other industrial markets. In January 2014, the Company acquired Teseq Group. In February 2014, the Company acquired VTI Instruments.

 

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

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

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(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: $51.71

Growth: 0.13

Current EPS (TTM): $2.1

P/E: 24

Future EPS Calc: $3.86

Future Stock Price Calc: $92.85

Target stock price: $57.65

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/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) $90.46
Target stock price (averages with growth) $131.31
Target stock price (averages with no growth) $110.11
Target stock price (manual assumptions) $76.06

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 February 2014, Akamai Technologies Inc completed the acquisition of Prolexic Technologies Inc.

 

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.

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(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: $58.39

Growth: 0.16

Current EPS (TTM): $1.62

P/E: 36

Future EPS Calc: $3.4

Future Stock Price Calc: $122.49

Target stock price: $76.05

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Alliance Data Systems Corporation
Stock ticker ADS
Live stock price [stckqut]ADS[/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) $423.49
Target stock price (averages with growth) $494.14
Target stock price (averages with no growth) $324.08
Target stock price (manual assumptions) $373.74

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

Alliance Data Systems Corporation is a provider of transaction-based, data-driven marketing and loyalty solutions serving consumer-based businesses in a variety of industries. The Company offers a portfolio of integrated outsourced marketing solutions, including customer loyalty programs, database marketing services, marketing strategy consulting, analytics and creative services, direct marketing services and private label and co-brand retail credit card programs. It focuses on facilitating and managing interactions between its clients and their customers through all consumer marketing channels, including in-store, on-line, catalog, mail, telephone and email, and emerging channels, such as mobile and social media. Its products and services operate under three segments: LoyaltyOne, Epsilon and Private Label Services and Credit.

 

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

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

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(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: $274.23

Growth: 0.17

Current EPS (TTM): $7.42

P/E: 37

Future EPS Calc: $16.26

Future Stock Price Calc: $601.91

Target stock price: $373.74

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name ABIOMED, Inc.
Stock ticker ABMD
Live stock price [stckqut]ABMD[/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) $39.71
Target stock price (averages with growth) $42.95
Target stock price (averages with no growth) $18.38
Target stock price (manual assumptions) $39.77

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

ABIOMED, Inc. is a provider of mechanical circulatory support devices and offers a continuum of care to heart failure patients. The Company develops, manufactures and markets products that is designed to enable the heart to rest, heal and recover by improving blood flow and/or performing the pumping function of the heart. The Company’s products are used in the cardiac catheterization lab (cath lab) by interventional cardiologists and in the heart surgery suite by heart surgeons for patients who are in need of hemodynamic support prophylactically or emergently before, during or after angioplasty or heart surgery procedures. In September 2012, the Company announced that its Impella CP product received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for partial circulatory support for up to six hours.

 

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

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

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(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: $25.7

Growth: 0.2

Current EPS (TTM): $0.18

P/E: 143

Future EPS Calc: $0.44

Future Stock Price Calc: $64.04

Target stock price: $39.76

I hope that this makes you a better investor. [/s2If]