Category Archives: INTU

Nasdaq 100 Watch List: June 21, 2013

Below are the Nasdaq 100 companies that are within 10% of their respective 52-week lows. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.

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Nasdaq 100 Watch List: May 24, 2013

Below are the Nasdaq 100 companies that are within 11% of their respective 52-week lows. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.

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Nasdaq 100 Watch List

Below are the Nasdaq 100 companies that are within 10% of the 52-week low. This list is strictly for the purpose of researching whether or not the companies have viable business models. These companies are deemed highly speculative unless otherwise noted.

Sym. Name Price P/E EPS Yield P/B % to Low
GILD Gilead Sciences $31.94 10.24 $3.12 0.00% 4.29 0.35%
NVDA NVIDIA $10.05 20.85 $0.48 0.00% 2.14 1.52%
XRAY DENTSPLY $29.25 15.99 $1.83 0.70% 2.46 1.77%
FISV Fiserv, Inc. $45.60 14.29 $3.19 0.00% 2.31 1.79%
SPLS Staples, Inc. $19.31 17.86 $1.08 1.80% 2.18 2.60%
PAYX Paychex, Inc. $25.67 19.46 $1.32 4.70% 6.83 3.13%
AMGN Amgen Inc. $52.17 11.07 $4.71 0.00% 2.29 3.68%
VRTX Vertex Pharma. $32.47 0 -$3.50 0.00% 6.89 3.90%
ERTS Electronic Arts Inc. $14.79 0 -$2.08 0.00% 1.87 5.19%
ADBE Adobe Systems $27.39 38.47 $0.71 0.00% 2.86 5.31%
FWLT Foster Wheeler $21.52 7.85 $2.74 0.00% 3.28 5.85%
AMAT Applied Materials $12.19 38.09 $0.32 2.20% 2.29 6.18%
HOLX Hologic, Inc. $14.12 25.67 $0.55 0.00% 1.35 6.49%
CA CA Inc. $19.00 12.9 $1.47 0.80% 1.99 6.74%
SHLD Sears Holding $63.23 32.69 $1.93 0.00% 0.87 6.79%
SYMC Symantec $14.59 16.73 $0.87 0.00% 2.62 7.44%
YHOO Yahoo! Inc. $14.90 26.75 $0.56 0.00% 1.67 8.36%
GOOG Google Inc. $459.61 20.92 $21.97 0.00% 4.11 8.53%
LOGI Logitech Intl $14.33 0 $0.00 0.00% 0 8.81%
MSFT Microsoft $24.89 12.9 $1.93 2.00% 4.89 9.50%
KLAC KLA-Tencor $29.23 68.45 $0.43 2.00% 2.34 9.52%
EBAY eBay Inc. $20.09 10.87 $1.85 0.00% 1.95 9.72%
APOL Apollo Group $45.57 11.68 $3.90 0.00% 4.77 9.94%

Watch List Notes

Two stocks of particular interest on this week's list are Dentsply International (XRAY) and Paychex (PAYX).  Both companies are former Dividend Achievers with Dentsply raising their dividend 14 out of the last 15 years and Paychex raising their dividend 20 out the last 21 years.  Both companies have above average compounded annual growth rates of their dividends.  Of the two companies, Paychex (PAYX) appears to be the best value. 
Currently, Paychex is selling slightly below the year 2000 price while Dentsply (XRAY) is selling around the 2005 price.  This means that the value component of PAYX is 5 years ahead of XRAY.  If the shares of PAYX don't rise soon then they are a likely candidate for buyout.  Maybe because the shares of Intuit (INTU) and PAYX have been on divergent paths since October 2008, Intuit (INTU) might be a great acquirer of PAYX.  In either case, XRAY and PAYX would be quality acquisitions for short-term or long term portfolios after considerable research.  These stocks will be profiled in upcoming Investment Observations.
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