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Company name Chicago Bridge & Iron Company N.V.
Stock ticker CBI
Live stock price [stckqut]CBI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $76.87
Target stock price (averages with growth) $66.02
Target stock price (averages with no growth) $29.62
Target stock price (manual assumptions) $62.19

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

Chicago Bridge & Iron Company N.V. (CB&I) is an energy infrastructure focused company and a provider of government services. The Company operates in four segments: Engineering, Construction and Maintenance; Fabrication Services; Technology, and Government Solutions. The Engineering, Construction and Maintenance segment offers engineering, procurement, and construction for energy infrastructure facilities, as well as integrated maintenance services. The Fabrication Services segment provides fabrication of piping systems, process and nuclear modules, and fabrication and erection of storage tanks and pressure vessels. The Technology segment offers licensed process technologies, catalysts, specialized equipment, and engineered products. The Government Solutions segment undertakes programs and projects, including design-build infrastructure projects for federal, state, and local governments, as well as offers environmental services for government and private sector customers.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Chicago Bridge & Iron Company N.V.

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 Chicago Bridge & Iron Company N.V. 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: $49.72
  • Growth: 0.15
  • Current EPS (TTM): $4.98
  • P/E: 10
  • Future EPS Calc: $10.01
  • Future Stock Price Calc: $100.16
  • Target stock price: $62.19

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $459.86
Target stock price (averages with growth) $551.39
Target stock price (averages with no growth) $275.93
Target stock price (manual assumptions) $457.02

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

BlackRock, Inc. (BlackRock) is an investment management firm. The Company provides a range of investment and risks management services. The Company’s clients include retail, high net worth (HNW) and institutional investors, consists of pension funds, official institutions, endowments, insurance companies, corporations, financial institutions, central banks and sovereign wealth funds. The Company’s product range includes single- and multi-asset class portfolios investing in equities, fixed income, alternatives and/or money market instruments. The Company offers the products directly and through intermediaries in a variety of vehicles, including open-end and closed-end mutual funds, iShares exchange-traded funds (ETFs) and other exchange-traded products, collective investment funds and separate accounts. The Company also offer the BlackRock Solutions (BRS) risk management and advisory services primarily to institutional investors.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in BlackRock, 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 BlackRock, 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: $372.84
  • Growth: 0.15
  • Current EPS (TTM): $19.26
  • P/E: 19
  • Future EPS Calc: $38.73
  • Future Stock Price Calc: $736.03
  • Target stock price: $457.02

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

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Company name Aspen Technology, Inc.
Stock ticker AZPN
Live stock price [stckqut]AZPN[/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) $56.56
Target stock price (averages with growth) $56.34
Target stock price (averages with no growth) $25.68
Target stock price (manual assumptions) $45.96

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

Aspen Technology, Inc. is a global provider of process optimization software solutions, which are designed to manage and optimize plant and process design, operational performance and supply chain planning. The Company’s aspenONE software and related services have been developed specifically for companies in the process industries, including the energy, chemicals, and engineering and construction industries. The Company has developed its applications to design and optimize processes across three principal business areas: engineering, manufacturing and supply chain. The Company has three operating segments: license; software maintenance and support (SMS), training and other, and professional services. The Company provides integrated process optimization software solutions designed and developed specifically for the process industries.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Aspen Technology, 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 Aspen Technology, 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: $36.63
  • Growth: 0.15
  • Current EPS (TTM): $1.15
  • P/E: 32
  • Future EPS Calc: $2.31
  • Future Stock Price Calc: $74.01
  • Target stock price: $45.95

[/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.