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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 Broadcom Corporation
Stock ticker BRCM
Live stock price [stckqut]BRCM[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $47.45
Target stock price (averages with growth) $59.93
Target stock price (averages with no growth) $45.8
Target stock price (manual assumptions) $39.99

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

Broadcom Corporation (Broadcom), is a global semiconductor solution for wired and wireless communications. Broadcom products seamlessly deliver voice, video, data and multimedia connectivity in the home, office and mobile environment. The Company provides system-on-a-chip (SoC), and software solutions. The Company’s segment includes Broadband Communications, Mobile and Wireless and Infrastructure and Networking. During the fiscal year ended December 31, 2012, operates its business to serve three markets: Broadband Communications, Mobile and Wireless and Infrastructure and Networking. In February 2012, the Company acquired NetLogic Microsystems, Inc. In April 2012, it acquired BroadLight, Inc. In March 2014, completed the acquisition of the 10/40/100Gb Ethernet controller-related assets from Broadcom.

 

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

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: $30.63

Growth: 0.16

Current EPS (TTM): $0.73

P/E: 42

Future EPS Calc: $1.53

Future Stock Price Calc: $64.39

Target stock price: $39.98

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

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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 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 Good
P/E growth Fair
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $398.6
Target stock price (averages with growth) $562
Target stock price (averages with no growth) $499.42
Target stock price (manual assumptions) $396.25

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 platform enables the Company to offer active (alpha) investments with index (beta) products and risk management to develop tailored solutions for clients. Its product range includes single- and multi-asset class portfolios investing in equities, fixed income, alternatives and/or money market instruments. In October 2013, BlackRock Inc acquired Macquarie Global Property Advisors Ltd. In January 2014, Forge Group Limited announced that BlackRock Inc. and subsidiaries had ceased to be the substantial holder of Forge Group Limited.

 

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.

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: $303.89

Growth: 0.16

Current EPS (TTM): $16.88

P/E: 18

Future EPS Calc: $35.45

Future Stock Price Calc: $638.16

Target stock price: $396.25

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

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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 Balchem Corporation
Stock ticker BCPC
Live stock price [stckqut]BCPC[/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) $83.55
Target stock price (averages with growth) $97.67
Target stock price (averages with no growth) $63.3
Target stock price (manual assumptions) $78.96

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

Balchem Corporation is engaged in the development, manufacture and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries. The Company operates in three segments: Specialty Products, Food, Pharma & Nutrition and Animal Nutrition & Health. The Food, Pharma & Nutrition (FPN) segment provides microencapsulation solutions to a variety of applications in food, pharmaceutical and nutritional ingredients. The Company’s Specialty Products segment operates in industry as ARC Specialty Products. Ethylene oxide, at the 100% level, is sold as a sterilant gas, primarily for use in the health care industry. The Company’s Animal Nutrition & Health segment provides the animal nutrition and health markets with products derived from the Company’s microencapsulation, chelation, and basic choline chloride technologies.

 

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

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: $59.2

Growth: 0.17

Current EPS (TTM): $1.45

P/E: 40

Future EPS Calc: $3.17

Future Stock Price Calc: $127.16

Target stock price: $78.95

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

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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 ANSYS, Inc.
Stock ticker ANSS
Live stock price [stckqut]ANSS[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $80.28
Target stock price (averages with growth) $117.87
Target stock price (averages with no growth) $112.93
Target stock price (manual assumptions) $78.59

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

ANSYS, Inc. (ANSYS) develops and globally markets engineering simulation software and services widely used by engineers, designers, researchers and students across a spectrum of industries and academia, including aerospace, automotive, manufacturing, electronics, biomedical, energy and defense. . The Company distributes its ANSYS suite of simulation technologies through a global network of independent resellers and distributors (collectively, channel partners) and direct sales offices in strategic, global locations. On August 1, 2012, the Company completed its acquisition of Esterel Technologies, S.A. (Esterel). In April 2013, it acquired EVEN – Evolutionary Engineering AG. In January 2014, the Company acquired Reaction Design.

 

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

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: $76.41

Growth: 0.11

Current EPS (TTM): $2.59

P/E: 29

Future EPS Calc: $4.36

Future Stock Price Calc: $126.56

Target stock price: $78.58

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

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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 American Tower Corp
Stock ticker AMT
Live stock price [stckqut]AMT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $126.75
Target stock price (averages with growth) $236.57
Target stock price (averages with no growth) $222.7
Target stock price (manual assumptions) $125.8

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

American Tower Corporation is a holding company. The Company conducts its operations through its directly and indirectly owned subsidiaries and joint ventures. It is a wireless and broadcast communications infrastructure company that owns, operates and develops communications sites. Its primary business includes leasing antenna space on multi-tenant communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. This business is its rental and management operations, which accounted for approximately 98% of its total revenues during the year ended December 31, 2011. In January 2012, the Company merged with and into American Tower REIT, Inc. In October 2013, the Company acquired MIP Tower Holdings LLC. In November2013, NII Holdings, Inc sold 1,483 communications sites in Mexico to American Tower Corporation.

 

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

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: $81.94

Growth: 0.2

Current EPS (TTM): $1.38

P/E: 59

Future EPS Calc: $3.43

Future Stock Price Calc: $202.59

Target stock price: $125.79

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