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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 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 Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $84.49
Target stock price (averages with growth) $102.93
Target stock price (averages with no growth) $77.33
Target stock price (manual assumptions) $67.75

The following company description is from Google Finance: https://www.google.com/finance?q=NYSE%3AA&sq=a&sp=2&ei=bmE5U5rfMYetqgG4Nw

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 time, I think that a Confident Investor can cautiously invest in Agilent Technologies Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. While Agilent Technologies has dropped to a Fair company, I am leaving it on my Watch List for now.

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: $54.69

Growth: 0.15

Current EPS (TTM): $2.17

P/E: 25

Future EPS Calc: $4.36

Future Stock Price Calc: $109.11

Target stock price: $67.75

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

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Company name Bank of Montreal (USA)
Stock ticker BMO
Live stock price [stckqut]BMO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $55.96
Target stock price (averages with growth) $69.63
Target stock price (averages with no growth) $63.7
Target stock price (manual assumptions) $65.17

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

Bank of Montreal (BMO Financial Group) is a diversified financial services provider that provides a range of retail banking, wealth management and investment banking products and services. It conducts business through a variety of corporate structures, including subsidiaries, joint ventures, associates and special purpose entities (SPEs). conducts business through operating groups, including Personal and Commercial Banking (P&C) ; Wealth Management; Corporate Services, and BMO Capital Markets. Personal and Commercial Banking (P&C) consists of Personal and Commercial Banking Canada (P&C Canada) and Personal and Commercial Banking U.S. (P&C U.S).

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Bank of Montreal (USA) 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.

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: $65.14

Growth: 0.1

Current EPS (TTM): $5.57

P/E: 11.7

Future EPS Calc: $8.97

Future Stock Price Calc: $104.95

Target stock price: $65.16

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

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Company name Nordion Inc(USA)
Stock ticker NDZ
Live stock price [stckqut]NDZ[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $15.91
Target stock price (averages with growth) $50.99
Target stock price (averages with no growth) $70.46
Target stock price (manual assumptions) $10.12

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

Nordion Inc. (Nordion) is a global health science company, engaged providing products and services used for the prevention, diagnosis and treatment of disease. The Company’s business segments include Sterilization Technologies and Medical Isotopes as well as certain corporate functions and activities reported as Corporate and Other. On July 13, 2013, BTG Plc announced that it has completed the acquisition of Targeted Therapies division from Nordion Inc.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Nordion Inc(USA) 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.

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: $10.29

Growth: 0.1

Current EPS (TTM): $4.4

P/E: 2.3

Future EPS Calc: $7.08

Future Stock Price Calc: $16.29

Target stock price: $10.12

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

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Company name Lorillard Inc.
Stock ticker LO
Live stock price [stckqut]LO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $50.36
Target stock price (averages with growth) $55.01
Target stock price (averages with no growth) $43.35
Target stock price (manual assumptions) $49.22

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

Lorillard, Inc. (Lorillard) is the manufacturer of cigarettes in the United States. Its Newport is a menthol flavored premium cigarette brand. During the year ended December 31, 2011, the Newport brand accounted for approximately 88.4% of its sales revenue. In addition to the Newport brand, its product line has four additional brand families marketed under the Kent, True, Maverick and Old Gold brand names. These five brands include 43 different product offerings. During 2011, it shipped 40.7 billion cigarettes, all of which were sold in the United States and certain the United States possessions and territories. Lorillard produces cigarettes for both the premium and discount segments of the domestic cigarette market. It sells its products primarily to wholesale distributors, who in turn service retail outlets, chain store organizations, and government agencies, including the United States Armed Forces. In April 2012, it acquired all of the assets of blu ecigs.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Lorillard 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.

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: $52.27

Growth: 0.09

Current EPS (TTM): $3.22

P/E: 16

Future EPS Calc: $4.95

Future Stock Price Calc: $79.26

Target stock price: $49.22

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

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Company name St. Jude Medical, Inc.
Stock ticker STJ
Live stock price [stckqut]STJ[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $65.79
Target stock price (averages with growth) $80.45
Target stock price (averages with no growth) $71.36
Target stock price (manual assumptions) $67.23

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

St. Jude Medical, Inc. (St. Jude) develops, manufactures and distributes cardiovascular medical devices. Its principal products in each therapy area are: Cardiac Rhythm Management – tachycardia implantable cardioverter defibrillator systems (ICDs) and bradycardia pacemaker systems (pacemakers); Cardiovascular – vascular products, which include vascular closure products, pressure measurement guidewires, optical coherence tomography (OCT) imaging products, vascular plugs and other vascular accessories, and structural heart products, which include heart valve replacement and repair products and structural heart defect devices; Atrial Fibrillation – electrophysiology (EP) introducers and catheters, advanced cardiac mapping, navigation and recording systems and ablation systems, and Neuromodulation – neurostimulation products, which include spinal cord and deep brain stimulation devices. In August 2013, St. Jude Medical Inc announced the acquisition of Endosense SA.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in St. Jude Medical, 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.

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: $67.02

Growth: 0.1

Current EPS (TTM): $2.49

P/E: 27

Future EPS Calc: $4.01

Future Stock Price Calc: $108.27

Target stock price: $67.23

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