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Symbol Stock Price change today
MU Micron Technology, Inc. 3.8902%
HZO MarineMax Inc 3.4301%
NVDA NVIDIA Corporation 2.2541%
TNET TriNet Group Inc 2.0379%
REGN Regeneron Pharmaceuticals Inc 1.7827%
NFLX Netflix, Inc. 1.7244%
HSKA Heska Corp 1.6283%
FB Facebook Inc 1.5644%
ANET Arista Networks Inc 1.503%
MKTX MarketAxess Holdings Inc. 1.3949%
ADS Alliance Data Systems Corporation 1.3937%
GOOGL Alphabet Inc 1.1442%
AAPL Apple Inc. 1.1183%
MCK McKesson Corporation 1.1094%
BKNG Booking Holdings 1.0286%
UNH United HealthGroup Inc 0.8723%
ABMD ABIOMED, Inc. 0.8459%
AMZN Amazon.com, Inc. 0.8207%
ALXN Alexion Pharmaceuticals, Inc. 0.6847%
THRM Gentherm Inc 0.6361%
LULU Lululemon Athletica inc. 0.4966%
MEI Methode Electronics Inc. 0.4963%
BABA Alibaba Group Holding Ltd 0.4474%
SBUX Starbucks Corporation 0.4299%
SWKS Skyworks Solutions Inc 0.4242%
SCHW Charles Schwab Corp 0.3914%
LGIH LGI Homes Inc 0.3118%
TMUS T-Mobile US Inc 0.2678%
CRUS Cirrus Logic, Inc. 0.2087%
LRCX Lam Research Corporation 0.1157%
ILMN Illumina, Inc. -0.0895%
SUI Sun Communities Inc -0.1124%
ADBE Adobe Systems Incorporated -0.2215%
CRTO Criteo SA (ADR) -0.3044%
ULTA Ulta Beauty Inc -0.3941%
MRK Merck & Co., Inc. -0.3954%
DPZ Domino’s Pizza, Inc. -0.4146%
ALGN Align Technology, Inc. -0.5027%
TMO Thermo Fisher Scientific Inc. -0.7579%
AMAT Applied Materials, Inc. -1.1041%
MIDD Middleby Corp -1.1588%
GTN Gray Television, Inc. -1.2658%
STZ Constellation Brands, Inc. -1.3524%
IBP Installed Building Products Inc -1.4147%
TGS Transportadora de Gas del Sur SA (ADR) -1.4827%
CBPO China Biologic Products Holdings, Inc. -2.7887%

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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 Gentherm Inc
Stock ticker THRM
Live stock price [stckqut]THRM[/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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $61.28
Target stock price (averages with growth) $90.22
Target stock price (averages with no growth) $61.28
Target stock price (manual assumptions) $61.46

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

Gentherm Incorporated (Gentherm), incorporated on March 23, 2005, is a global technology company engaged in the design, development, and manufacturing of thermal management technologies. The Company has two segments: Automotive and Industrial. Its products provide solutions for automotive passenger comfort and convenience, battery thermal management, remote power generation, patient temperature management, environmental product testing and other consumer and industrial temperature control needs. Its automotive products can be found on the vehicles of nearly all major automotive manufacturers operating in North America, Europe, and Asia. It operates in locations aligned with its customers’ product strategies in order to provide locally enhanced design, integration, and production capabilities and to identify future thermal technology product opportunities in both automotive and other markets. Its expertise in thermal management is focused on two general areas: managing the thermal conditions of people and objects and managing the thermal energy conversion to electrical energy.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Gentherm 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 Gentherm 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: $39.55
  • Growth: 0.2
  • Current EPS (TTM): $1.17
  • P/E: 34
  • Future EPS Calc: $2.91
  • Future Stock Price Calc: $98.98
  • Target stock price: $61.46

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

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Company name Transportadora de Gas del Sur SA (ADR)
Stock ticker TGS
Live stock price [stckqut]TGS[/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) $18.44
Target stock price (averages with growth) $27.15
Target stock price (averages with no growth) $18.44
Target stock price (manual assumptions) $18.17

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

Transportadora de Gas del Sur S.A., incorporated on December 1, 1992, is engaged in the transportation of natural gas and production and commercialization of natural gas liquids (Liquids). The Company operates through four segments: Natural Gas Transportation Services, Liquids Production and Commercialization, Other Services and Telecommunications. The Company’s pipeline system connects gas fields in southern and western Argentina with gas distributors and industries in those areas and in the greater Buenos Aires area. It also provides midstream services, which consist of gas treatment, removal of impurities from the natural gas stream, gas compression, wellhead gas gathering and pipeline construction, operation and maintenance services. The Company transports gas through approximately 5,675 miles of pipeline, of which it owns 4,745 miles. It operates the remaining 930 miles, which are owned by the Gas Trusts. The Company operates the General Cerri natural gas processing complex and the associated Galvan loading and storage facility in Bahia Blanca in the Buenos Aires Province where Liquids are separated from natural gas transported through its pipeline system and stored for delivery.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Transportadora de Gas del Sur SA (ADR) 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 Transportadora de Gas del Sur SA (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: $11.96
  • Growth: 0.2
  • Current EPS (TTM): $0.84
  • P/E: 14
  • Future EPS Calc: $2.09
  • Future Stock Price Calc: $29.26
  • Target stock price: $18.16

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

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Company name Skyworks Solutions Inc
Stock ticker SWKS
Live stock price [stckqut]SWKS[/stckqut]
P/E compared to competitors Good

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) $114.89
Target stock price (averages with growth) $153.87
Target stock price (averages with no growth) $117.57
Target stock price (manual assumptions) $122.09

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

Skyworks Solutions Inc., incorporated on June 10, 2002, designs, develops, manufactures and markets semiconductor products, including intellectual property. The Company’s analog semiconductors connect people, places, and things, spanning various unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. The Company’s geographical segments include the United States, Other Americas, China, Taiwan, South Korea, Other Asia-Pacific, Europe, Middle East and Africa. The Company operates throughout the world with engineering, manufacturing, sales and service facilities throughout Asia, Europe, and North America. The Company is engaged with key original equipment manufacturers (OEM), smartphone providers and baseband reference design partners. The Company’s plants are located in Mexico, Singapore, the United States, Japan, and Rest of world. The Company offers its technology from the smartphones to the factory floor to hospitals and medical providers to the automated home, connected car, and wearables. Skyworks is enabling opportunities with solutions supporting a set of wireless protocols, including cellular long-term evolution (LTE), wireless fidelity (Wi-Fi), Bluetooth, Zigbee and emerging fifth generation (5G) standards.

The Company’s product portfolio consists of various solutions, including amplifiers, attenuators, circulators/isolators, direct current (DC/DC) converters, demodulators, detectors, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrid, light emitting diode (LED) drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, technical ceramics, voltage regulators and voltage controlled oscillators/synthesizers. Its Attenuators portfolio includes circuits that allow a known source of power to be reduced by a predetermined factor (usually expressed as decibels). Its Circulators/Isolators portfolio includes ferrite-based components found on the output of high-power amplifiers used to protect receivers in wireless transmission systems. Its DC/DC Converters portfolio includes an electronic circuit, which converts a source of direct current from one voltage level to another.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Skyworks Solutions 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 Skyworks Solutions 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: $97.06
  • Growth: 0.15
  • Current EPS (TTM): $6.11
  • P/E: 16
  • Future EPS Calc: $12.28
  • Future Stock Price Calc: $196.63
  • Target stock price: $122.09

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