Stocks to Watch

Here are some stocks that I like to keep an eye on. All of these are very strong companies and all are former members of the Buy List. The only thing I have against them is that they’re not cheaper.

I’ve listed each stock’s name, symbol, price as of earlier today, earnings estimate for 2011 and 2012, the 5-year projected earnings growth rate and the P/E Ratio based on 2012’s earnings. For VAR, DCI and FDS, I extrapolated what earnings would be for the calendar year to make the numbers consistent.

Company Symbol Price 2011 Est 2012 Est Growth Rate Forward P/E
SEI Investments SEIC $23.47 $1.30 $1.49 15.87 15.75
FactSet Research Systems FDS $103.35 $3.77 $4.51 14.85 22.92
Danaher Corporation DHR $49.75 $2.69 $3.02 16.09 16.47
Donaldson Company DCI $59.79 $2.87 $3.29 13.15 18.17
Expeditors Intl of Washington EXPD $51.28 $1.84 $2.13 14.37 24.08
Amphenol Corporation APH $57.18 $3.08 $3.39 11.65 16.87
Cognizant Technology Solutions CTSH $74.67 $2.71 $3.29 20.09 22.70
Varian Medical Systems VAR $68.47 $3.59 $4.02 15.62 17.03

Posted by on February 9th, 2011 at 2:38 pm


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.