Category Archives: xlnx

Xilinx Inc. 10-Year Targets

Below are the valuation targets for Xilinx Inc. (XLNX) for the next 10 years. Continue reading

Nasdaq 100 Watch List: August 28, 2015

Performance Review

Below is the performance of the companies that appeared on our August 26, 2014 watch list.

symbol Name 2014 2015 % chg
MAT Mattel, Inc. 34.66 23.2 -33.06%
CA CA Technologies, Inc. 28.31 27.26 -3.71%
SPLS Staples, Inc. 11.06 13.75 24.32%
WFM Whole Foods Market, Inc. 38.495 32.85 -14.66%
XLNX Xilinx Inc. 41.78 42.27 1.17%
FOSL Fossil Group, Inc. 102.5 61.6 -39.90%
FAST Fastenal Company 45.73 38.69 -15.39%
DLTR Dollar Tree, Inc. 53.51 76.73 43.39%
EXPD Expeditors Intl of Wash 41.64 49.66 19.26%
SRCL Stericycle, Inc. 119.06 142 19.27%

The list of stocks achieved an average gain of +0.07% compared to the Nasdaq 100 gain of +6.28%.

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This watch list achieved exceptional performance based on the analyst estimates as six of the ten stocks exceeded analyst expectations (MAT, WFM, DLTR, EXPD, SPLS, SRCL).

Nasdaq 100 Watch List

Below are the Nasdaq 100 stocks worth your consideration along with the analyst estimates of price change for the coming year.

Nasdaq 100 Watch List

Below are the Nasdaq 100 companies that are within 20% of the 52-week low.

Symbol Name Price P/E EPS Yield P/B % from Low
QCOM QUALCOMM 40.05 32.14 1.25 1.70% 3.17
12.94%
FSLR First Solar, Inc. 113.3 15.05 7.53 N/A 3.65
14.78%
GILD Gilead Sciences, Inc. 47.87 16.96 2.82 N/A 6.7
15.88%
ERTS Electronic Arts Inc. 18.42 N/A -2.31 N/A 2.33
17.32%
ATVI Activision Blizzard, Inc 11.82 139.06 0.09 1.30% 1.39
20.00%
This list is strictly for the purpose of researching whether or not the companies have viable business models or are about to go out of business. These companies are deemed highly speculative unless otherwise noted.

Nasdaq 100 Watch List Summary

This week, the top performing stock from last week's watch list was Genzyme Corp. (GENZ) which was up 4.36%.  The worst performing Nasdaq 100 stock from last week was First Solar (FSLR) which fell -1.93%.

Below is the list of the highest yielding stocks that are components of the Nasdaq 100.  This isn't an endorsement of the companies on the list.  However, it is noted that the majority of the companies that pay a dividend are related to the chip sector.  Clustering of companies in a specific industry may indicate that the entire sector is undervalued.  If the companies have high dividend yields on a relative basis (compared to their historical high yields), then these companies may be worth considering despite the fact that they are not within 20% of the new low.    Linear Technology (LLTC), ADP (ADP), and Paychex (PAYX) are Dividend Achievers as well as members of the Nasdaq 100 index. 

Before pursuing any of these companies, be sure to verify the dividend history as well as the earnings capacity to pay the dividend (more commonly known as payout ratio).

  

Symbol Company Price P/E EPS Yield P/B % from low
MCHP Microchip Technology 28.25 31.6 0.89 4.80% 3.53 43.69%
MXIM Maxim Integrated Prod. 19.14 71.69 0.27 4.20% 2.31 48.49%
PAYX Paychex, Inc. 32.17 23.52 1.37 3.90% 8.43 39.87%
LLTC Linear Technology 28.36 24.22 1.17 3.20% N/A 39.98%
ADP ADP 44.6 16.57 2.69 3.00% 3.91 34.10%
INTC Intel Corporation 21.99 28.41 0.77 2.90% 2.94 53.26%
PPDI Pharma Prod. Dev. 22.71 16.94 1.34 2.60% 1.98 26.38%
XLNX Xilinx, Inc. 26.6 24.43 1.09 2.40% 3.68 46.48%
AMAT Applied Materials, Inc. 12.49 N/A -0.07 2.20% 2.37 23.91%
CMCSA Comcast Corp. 17.53 13.9 1.26 2.20% 1.17 40.35%
KLAC KLA-Tencor Corp. 28.79 N/A -0.39 2.10% 2.25 49.25%
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