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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 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) $36.26
Target stock price (averages with growth) $38.74
Target stock price (averages with no growth) $16
Target stock price (manual assumptions) $36.31

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

ABIOMED, Inc. develops temporary and permanent cardiac support systems. The Company develops, manufactures and markets medical technologies designed to assist or replace the pumping function of the failing heart. It focuses on the development of two temporary support systems, the bi-ventricular support system (BVS) and the intra-arterial cardiac support system (ICs). The Company sells its products through direct sales representatives and clinical support personnel in the United States, Germany, France, the United Kingdom, and Ireland; and internationally.

 

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

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: $23.08

Growth: 0.2

Current EPS (TTM): $0.25

P/E: 94

Future EPS Calc: $0.62

Future Stock Price Calc: $58.47

Target stock price: $36.3

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

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Company name Thermo Fisher Scientific Inc.
Stock ticker TMO
Live stock price [stckqut]TMO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $105.16
Target stock price (averages with growth) $125.48
Target stock price (averages with no growth) $101.97
Target stock price (manual assumptions) $102.67

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

Thermo Fisher Scientific Inc. (Thermo Fisher) is engaged in serving science. It operates in three segments: Analytical Technologies, Specialty Diagnostics and Laboratory Products and Services. It serves its customers through three brands: Thermo Scientific, Fisher Scientific and Unity Lab Services. Thermo Scientific is its technology brand. Fisher Scientific is its channels brand. Its Unity Lab Services offers portfolio of enterprise services for instruments and laboratory equipment. Unity Lab Services offers a network of service and support personnel. In April 2012, it opened a new demonstration laboratory and training center in Seoul, South Korea. In May 2012, it acquired Doe & Ingalls Management, LLC. In September 2012, it acquired One Lambda, Inc. In September 2012, Thermo Fisher opened its Molecular Biology Center of Excellence in Vilnius, Lithuania. In October 2012, OpenGate Capital, LLC acquired the Laboratory (Lab) Workstations business from Thermo Fisher.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.
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: $91.56

Growth: 0.13

Current EPS (TTM): $3.59

P/E: 25

Future EPS Calc: $6.61

Future Stock Price Calc: $165.35

Target stock price: $102.67

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

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Company name Trimble Navigation Limited
Stock ticker TRMB
Live stock price [stckqut]TRMB[/stckqut]
P/E compared to competitors Fair

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) $32.78
Target stock price (averages with growth) $43.21
Target stock price (averages with no growth) $31.73
Target stock price (manual assumptions) $32.35

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

Trimble Navigation Limited (Trimble) provides technology solutions. The Company’s solutions are used across a range of industries, including agriculture, architecture, civil engineering, construction, environmental management, government, natural resources, transportation and utilities. As of December 28, 2012 (fiscal 2012), the Company acquired Vico Software, Inc.; the assets of Refraction Technology, Inc. (REF TEK); TMW Systems Holding LLC, including its operating subsidiary, TMW Systems, Inc. (TMW); Logicway of Oldenzaal; WinEstimator, Inc.; Gatewing of Gent, a provider of lightweight unmanned aerial vehicles for photogrammetry and rapid terrain mapping applications; Plancal of Horgen, and StruCad and StruEngineer business from AceCad Software. In January 2013, the Company acquired LK Technologies Inc of Princeton NJ. In June 2013, the Company acquired Trade Service Co LLC. In June 2013, it announced that it has acquired privately held Actronic Holdings Limited of Auckland.

 

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

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: $25.92

Growth: 0.15

Current EPS (TTM): $0.74

P/E: 35

Future EPS Calc: $1.48

Future Stock Price Calc: $52.09

Target stock price: $32.34

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

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Company name Gulfport Energy Corporation
Stock ticker GPOR
Live stock price [stckqut]GPOR[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $82.74
Target stock price (averages with growth) $60.95
Target stock price (averages with no growth) $29.78
Target stock price (manual assumptions) $75.57

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

Gulfport Energy Corporation (Gulfport) is an independent oil and natural gas exploration and production company with its principal producing properties located along the Louisiana Gulf Coast in the West Cote Blanche Bay, or WCBB, and Hackberry fields, and in West Texas in the Permian Basin. During the year ended December, 31, 2011, it acquired its initial acreage position in the Utica Shale in Eastern Ohio. The Company also holds an acreage position in the Alberta oil sands in Canada through its interest in Grizzly Oil Sands ULC, and has interests in entities that operate in Southeast Asia, including the Phu Horm gas field in Thailand. In February 2013, it raised its stake to 93.8%, by acquiring a 16.2% stake in the Utica Shale assets, located in Ohio, from Windsor Ohio LLC.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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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 Fair
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $91.8
Target stock price (averages with growth) $164.35
Target stock price (averages with no growth) $155.91
Target stock price (manual assumptions) $71.9

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

Chicago Bridge & Iron Company N.V. (CB&I) is one of the integrated engineering, procurement and construction (EPC) services providers and process technology licensors, delivering solutions to customers primarily in the energy, petrochemical and natural resource industries. CB&I consist of three business sectors: Steel Plate Structures, Project Engineering and Construction, and Lummus Technology. Through these business sectors, the Company offers services both independently and on an integrated basis. As of December 31, 2012, the Company had more than 900 projects in process in more than 70 countries. On February 13, 2013, it acquired The Shaw Group Inc. (Shaw).

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.