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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 Alliance Data Systems Corporation
Stock ticker ADS
Live stock price [stckqut]ADS[/stckqut]
P/E compared to competitors Fair

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) $443.12
Target stock price (averages with growth) $443.47
Target stock price (averages with no growth) $201.14
Target stock price (manual assumptions) $395.23

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. Its products and services operate under three segments: LoyaltyOne, Epsilon and Private Label Services and Credit. 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. Its client base spans across a range of end-markets, including financial services, specialty retail, grocery and drugstore chains, petroleum retail, automotive, hospitality and travel, telecommunications and pharmaceuticals. Conversant LLC is the Company’s wholly owned subsidiary.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Alliance Data Systems Corporation as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I have decided to leave this stock on my Watch List for a little longer, in the hopes that some of the fundamentals will improve.

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 Alliance Data Systems Corporation 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: $286.61
  • Growth: 0.175
  • Current EPS (TTM): $8.12
  • P/E: 35
  • Future EPS Calc: $18.18
  • Future Stock Price Calc: $636.52
  • Target stock price: $395.23

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

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Company name Autobytel Inc.
Stock ticker ABTL
Live stock price [stckqut]ABTL[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $8.78
Target stock price (averages with growth) $9.8
Target stock price (averages with no growth) $5.25
Target stock price (manual assumptions) $10.96

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

Autobytel Inc. (Autobytel) is an automotive marketing services company, which assists automotive retail dealers (Dealers) and automotive manufacturers (Manufacturers) market and sells new and used vehicles to consumers through its programs for online lead referrals (Leads), Dealer marketing products and services, and online advertising programs and data products. The Company’s consumer-facing automotive Websites (Company Websites), which include the Company’s flagship Website Autobytel.com, provides consumers with information and tools to aid them with their automotive purchase decisions and the ability to submit inquiries requesting Dealers to contact the consumers regarding purchasing or leasing vehicles. For consumers who may not be able to secure loans through conventional lending sources, the Company’s Company Websites provide these consumers the ability to submit inquiries requesting Dealers or other lenders. In January 2014, Autobytel acquired AutoUSA from AutoNation, Inc.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Autobytel 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 the stock 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 Autobytel 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: $9.88
  • Growth: 0.12
  • Current EPS (TTM): $3.34
  • P/E: 3
  • Future EPS Calc: $5.88
  • Future Stock Price Calc: $17.65
  • Target stock price: $10.96

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

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Company name Pitney Bowes Inc.
Stock ticker PBI
Live stock price [stckqut]PBI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $35.67
Target stock price (averages with growth) $21.39
Target stock price (averages with no growth) $10.32
Target stock price (manual assumptions) $27.66

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

Pitney Bowes Inc. is a global provider of software, hardware and services to enable both physical and digital communications and to integrate those physical and digital communications channels. The Company offers a range of equipment, supplies, software, services and solutions for managing and integrating physical and digital communication channels. It conducts its business activities in seven reporting segments within two business groups: Small & Medium Business Solutions (SMB Solutions) and Enterprise Business Solutions (EB Solutions). It maintains field service organizations to provide servicing for customers’ equipment, usually in the form of annual maintenance contracts. It establishes credit approval limits and procedures of the customer and the type of product or service provided to control risk in extending credit to customers. In February 12, 2014, Pitney Bowes Inc acquired the remaining 30% interest in Pitney Bowes Semco Equipamentos e Servicos Ltda.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Pitney Bowes Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

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 Pitney Bowes 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: $24.96
  • Growth: 0.12
  • Current EPS (TTM): $1.58
  • P/E: 16
  • Future EPS Calc: $2.78
  • Future Stock Price Calc: $44.55
  • Target stock price: $27.66

[/s2If]

I hope that this makes you a Confident Investor.