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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $363.76
Target stock price (averages with growth) $361.76
Target stock price (averages with no growth) $164.12
Target stock price (manual assumptions) $328.12

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

Allergan, Inc. is a multi-specialty health care Company focused on developing and commercializing pharmaceuticals, biologics, medical devices and over-the-counter products. The Company discovers, develops and commercializes a range of products for the ophthalmic, neurological, medical aesthetics, medical dermatology, breast aesthetics, urological and other specialty markets. The Company operates through its two business segments: specialty pharmaceuticals and medical devices. The specialty pharmaceuticals segment produces pharmaceutical products, including: ophthalmic products; Botox for certain therapeutic and aesthetic indications; skin care products for acne, psoriasis, eyelash growth and other prescription and over-the-counter skin care products, and urologics products. The medical devices segment produces a range of medical devices, including: breast implants for augmentation, revision and reconstructive surgery and tissue expanders, and facial aesthetics products.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Allergan, 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 Allergan, 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: $235.54
  • Growth: 0.175
  • Current EPS (TTM): $5.02
  • P/E: 47
  • Future EPS Calc: $11.24
  • Future Stock Price Calc: $528.43
  • Target stock price: $328.11

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

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Company name ABIOMED, Inc.
Stock ticker ABMD
Live stock price [stckqut]ABMD[/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) $93.46
Target stock price (averages with growth) $96.97
Target stock price (averages with no growth) $43.98
Target stock price (manual assumptions) $93.01

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, manufacture and market products that are 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. The Impella 2.5 is introduced with normal interventional cardiology procedures and can pump up to 2.5 liters of blood per minute. The Company is conducting USpella, the United States multicenter observational registry collecting clinical data and outcomes for general use patients supported with Impella 2.5, CP and 5.0 during procedures.

 

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. 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 ABIOMED, 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: $60.39
  • Growth: 0.2
  • Current EPS (TTM): $0.43
  • P/E: 140
  • Future EPS Calc: $1.06
  • Future Stock Price Calc: $149.79
  • Target stock price: $93.01

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

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Company name Apple Inc.
Stock ticker AAPL
Live stock price [stckqut]AAPL[/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) $196.27
Target stock price (averages with growth) $183.45
Target stock price (averages with no growth) $83.24
Target stock price (manual assumptions) $194.89

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

Apple Inc. (Apple) designs, manufactures and markets mobile communication and media devices, personal computers, and portable digital music players, and a variety of related software, services, peripherals, networking solutions, and third-party digital content and applications. The Company’s products and services include iPhone, iPad, Mac, iPod, Apple TV, a portfolio of consumer and professional software applications, the iOS and OS X operating systems, iCloud, and a variety of accessory, service and support offerings. The Company also delivers digital content and applications through the iTunes Store, App StoreSM, iBookstoreSM, and Mac App Store. The Company distributes its products worldwide through its retail stores, online stores, and direct sales force, as well as through third-party cellular network carriers, wholesalers, retailers, and value-added resellers. In February 2012, the Company acquired app-search engine Chomp.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Apple 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 Apple 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: $127.08
  • Growth: 0.2
  • Current EPS (TTM): $7.42
  • P/E: 17
  • Future EPS Calc: $18.46
  • Future Stock Price Calc: $313.87
  • Target stock price: $194.89

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

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Company name Metlife Inc
Stock ticker MET
Live stock price [stckqut]MET[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $84.85
Target stock price (averages with growth) $69.44
Target stock price (averages with no growth) $32.04
Target stock price (manual assumptions) $67.18

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

MetLife, Inc. (MetLife) is a provider of life insurance, annuities, employee benefits and asset management. MetLife operates through six segments: Retail; Group, Voluntary & Worksite Benefits; Corporate Benefit Funding; and Latin America (collectively, the Americas); Asia; and Europe, the Middle East and Africa (EMEA). Retail segment is engaged in selling a range of annuities and other insurance products. The Group, Voluntary & Worksite Benefits segment is engaged in insurance protection products and services to individuals and corporations, as well as other institutions and their respective employees. The Corporate Benefit Funding segment provides a range of annuity and investment products for corporates. The Company is involved in providing insurance products to individuals and institutions in the Latin American, Asia and EMEA markets. It also owns the Fairmont Hotel in Washington, D.C., which is located in the West End of the capital next to historic Georgetown.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Metlife 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 Metlife 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: $54.89
  • Growth: 0.15
  • Current EPS (TTM): $4.89
  • P/E: 11
  • Future EPS Calc: $9.83
  • Future Stock Price Calc: $108.19
  • Target stock price: $67.17

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

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Company name McKesson Corporation
Stock ticker MCK
Live stock price [stckqut]MCK[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $310.15
Target stock price (averages with growth) $353.01
Target stock price (averages with no growth) $164.7
Target stock price (manual assumptions) $305.8

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

McKesson Corporation delivers pharmaceuticals, medical supplies and healthcare information technologies. The Company operates in two segments: McKesson Distribution Solutions segment and McKesson Technology Solutions segment. The McKesson Distribution Solutions segment distributes drugs, medical-surgical supplies and equipment and health and beauty care products throughout North America. The McKesson Technology Solutions segment delivers enterprise clinical, patient care, financial, supply chain, strategic management software solutions, pharmacy automation for hospitals, as well as connectivity, outsourcing and other services, including remote hosting and managed services, to healthcare organizations. In February 2013, the Company completed acquisition of Pss World Medical Inc. In February 2014, McKesson Corporation announced that its ownership in Celesio AG exceeds 75% interest.

 

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

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 McKesson 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: $210.99
  • Growth: 0.19
  • Current EPS (TTM): $6.07
  • P/E: 34
  • Future EPS Calc: $14.48
  • Future Stock Price Calc: $492.49
  • Target stock price: $305.8

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