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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 Poor
EPS growth Poor
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $300.71
Target stock price (averages with growth) $284.15
Target stock price (averages with no growth) $164.3
Target stock price (manual assumptions) $309.88

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

BlackRock, Inc. is an investment management company. The Company provides a range of investment and risk management services to institutional and retail clients across the world. Its offerings include single and multi-asset class portfolios investing in equities, fixed income, alternatives and money market instruments. Its products are offered directly and through intermediaries in a range of vehicles, including open-end and closed-end mutual funds, iShares exchange-traded funds (ETFs), separate accounts, collective investment funds and other pooled investment vehicles. The Company offers its BlackRock Solutions (BRS) investment and risk management technology platform, Aladdin; risk analytics, and advisory services and solutions to institutional investors. BRS also offers risk reporting capabilities via the Green Package and risk management advisory services; interactive fixed income analytics through its Web-based calculator, AnSer; outsourcing services, and investment accounting.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in BlackRock, Inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I will be removing BlackRock from my Watch List as it’s performance no longer fits my goals.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of BlackRock, Inc. calculated?

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(access_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: $341.88
  • Growth: 0.08
  • Current EPS (TTM): $18.87
  • P/E: 18
  • Future EPS Calc: $27.72
  • Future Stock Price Calc: $499.07
  • Target stock price: $309.88

[/s2If]
I hope that this makes you a Confident Investor.

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One of the biggest challenges in investing in the stock market is picking the best stocks. In my book, “The Confident Investor” I teach my readers how to pick Good Companies. This page is designed to show the raw performance of these companies. It is not designed to show my personal portfolio, which may or may not exceed the performance stated here.

I have created three tables below. The first table is the general market – NASDAQ and S&P500. Every investor should try to beat the average of these to indexes. In this report, my larger Watch List beats this metric easily. In fact, it beats the growth of these markets by 229.49%. My Short Term Watch List beat the market by 2053.06%.

I must caution you, I do not actually propose that you “buy and hold” any given stock, but rather you should “buy to hold” the stock. My investing technique teaches you to efficiently move your money to the stocks that are currently increasing in value the most. I use my Watch List for this work, these are Good Companies that I wait for great buying opportunities. This strategy is well described in my book, “The Confident Investor” and tends to be a very safe strategy in bear markets while typically still providing above market returns in a bull or flat market.

My Short Term Watch List are 15 companies that are hot right now. I select this list every quarter. I evenly divide a portion of my portfolio among these 15 companies. The next quarter, I add or delete companies as necessary and then re-balance the portfolio. This tends to be a more risky strategy because I don’t bail out on bad stock movement (at least until the end of the quarter). In a bull market or a flat market, these very well-run and high-performing companies tend to beat the general market by a significant margin.

BL-TCI-cover

You can purchase my book wherever books are sold such as Amazon, Barnes and Noble, and Books A Million. It is available in paperback as well as e-book formats for Nook, Kindle, and iPad.

Stock Indexes Performance

 

1 week ago 1 month ago 1 quarter ago 1 year ago
Index Close Profit % Close Profit % Close Profit % Close Profit
^GSPC $1,970.89 0.91% $2,108.63 -5.68% $2,107.39 -5.62% $2,003.37 -0.72%
^IXIC $4,706.04 2.60% $5,128.79 -5.86% $5,070.03 -4.77% $4,580.27 5.42%
  • Week average for Indexes: 1.76%
  • Month average for Indexes: -5.77%
  • Quarter average for Indexes: -5.20%
  • Year average for Indexes: 2.35%

Watch List Performance

 

1 week ago 1 month ago 1 quarter ago 1 year ago
Stock Close Profit % Close Profit % Close Profit % Close Profit
AAPL $105.76 7.12% $121.82 -7.00% $129.69 -12.65% $100.78 12.42%
ABMD $97.08 1.18% $77.26 27.14% $59.72 64.48% $26.05 277.08%
ADS $259.22 1.17% $272.51 -3.77% $298.03 -12.01% $264.64 -0.90%
AKAM $68.04 5.67% $74.96 -4.08% $76.27 -5.73% $60.42 19.00%
ALXN $173.81 2.91% $199.29 -10.25% $163.84 9.17% $169.29 5.65%
AZPN $38.40 -1.30% $44.88 -15.55% $42.80 -11.45% $41.09 -7.76%
BCPC $57.76 0.81% $55.15 5.58% $56.46 3.13% $51.21 13.70%
BLK $307.27 1.29% $338.75 -8.12% $363.55 -14.39% $324.84 -4.19%
BWLD $189.53 2.39% $195.19 -0.58% $152.67 27.11% $147.75 31.34%
CBI $42.91 1.96% $53.15 -17.69% $54.19 -19.26% $63.05 -30.61%
CERN $61.72 2.28% $71.96 -12.27% $67.29 -6.18% $57.66 9.49%
CFX $37.22 4.49% $38.51 0.99% $50.39 -22.82% $63.61 -38.86%
CMI $119.75 2.10% $128.81 -5.08% $134.52 -9.10% $141.64 -13.67%
COF $76.62 0.91% $81.10 -4.66% $83.15 -7.01% $80.64 -4.12%
CRUS $27.46 10.01% $33.41 -9.58% $37.75 -19.97% $24.18 24.94%
DDD $12.21 10.40% $13.85 -2.67% $21.87 -38.36% $53.51 -74.81%
DECK $64.46 -0.48% $71.55 -10.34% $68.15 -5.87% $92.24 -30.45%
EOG $74.86 3.27% $78.54 -1.57% $88.52 -12.66% $109.03 -29.10%
EXR $76.53 -3.14% $72.83 1.78% $69.41 6.80% $50.98 45.40%
FOSL $60.44 1.92% $68.98 -10.70% $71.01 -13.25% $101.29 -39.18%
GOOG $612.48 2.92% $632.59 -0.35% $532.11 18.47% $571.60 10.28%
GPOR $33.82 3.61% $32.86 6.63% $43.16 -18.81% $58.50 -40.10%
GWR $69.67 0.14% $70.98 -1.70% $82.34 -15.27% $98.33 -29.05%
HOG $56.29 0.62% $58.59 -3.33% $53.49 5.89% $62.38 -9.21%
HP $54.75 5.30% $58.08 -0.73% $72.18 -20.13% $101.06 -42.95%
JAH $51.29 2.05% $55.37 -5.47% $53.06 -1.36% $39.86 31.31%
JPM $63.60 0.83% $69.04 -7.11% $65.35 -1.87% $57.91 10.74%
LULU $61.95 1.97% $63.07 0.16% $59.79 5.65% $39.93 58.20%
LVS $47.99 -1.31% $56.01 -15.44% $50.21 -5.67% $63.82 -25.79%
MCK $202.24 -0.71% $217.05 -7.49% $236.66 -15.15% $194.13 3.43%
MEI $25.20 6.15% $27.10 -1.29% $46.77 -42.81% $33.37 -19.84%
MET $49.55 1.55% $56.45 -10.86% $51.91 -3.06% $53.25 -5.50%
MNST $138.91 1.09% $152.18 -7.72% $127.28 10.33% $88.41 58.84%
MRK $55.77 -0.72% $58.52 -5.38% $60.43 -8.37% $58.31 -5.04%
NFLX $103.96 13.15% $111.56 5.44% $89.15 31.94% $68.23 72.39%
PCLN $1,216.92 3.49% $1,222.06 3.05% $1,172.04 7.45% $1,244.31 1.21%
REGN $527.18 1.81% $547.10 -1.90% $512.56 4.71% $350.46 53.14%
RGLD $54.96 -10.95% $49.79 -1.71% $64.54 -24.17% $76.69 -36.18%
SAM $213.28 -2.28% $223.47 -6.73% $263.78 -20.99% $220.98 -5.68%
STZ $123.11 3.92% $118.70 7.78% $117.60 8.80% $86.64 47.67%
SWKS $79.07 12.08% $96.49 -8.16% $109.05 -18.74% $56.22 57.64%
THRM $44.01 5.52% $50.55 -8.13% $51.26 -9.40% $48.85 -4.93%
TMO $127.96 -1.13% $139.12 -9.06% $129.48 -2.29% $119.64 5.75%
TRMB $18.78 0.21% $23.31 -19.26% $23.44 -19.71% $33.26 -43.42%
TRN $25.12 6.49% $29.67 -9.84% $29.86 -10.42% $47.72 -43.95%
TSCO $85.59 -0.23% $91.79 -6.97% $86.95 -1.80% $66.38 28.64%
TTWO $28.88 3.12% $31.81 -6.38% $27.37 8.81% $23.51 26.67%
UA $90.03 7.09% $99.28 -2.89% $78.41 22.96% $68.36 41.03%
ULTA $162.57 -2.20% $166.82 -4.69% $152.62 4.18% $97.31 63.40%
YHOO $32.93 0.64% $37.42 -11.44% $42.94 -22.82% $38.51 -13.94%
WFM $31.64 3.82% $36.08 -8.95% $41.11 -20.08% $38.69 -15.10%
ZBRA $81.25 2.67% $105.97 -21.28% $109.64 -23.91% $78.03 6.91%
  • Week average for Watch List stocks: 2.42% and profit percentage increase over same period for average indexes is: 37.71%
  • Month average for Watch List stocks: -4.99% and profit percentage increase over same period for average indexes is: -13.46%
  • Quarter average for Watch List stocks: -5.34% and profit percentage increase over same period for average indexes is: 2.77%
  • Year average for Watch List stocks: 7.73% and profit percentage increase over same period for average indexes is: 229.49%

Short Term Watch List

 

1 week ago 1 month ago 1 quarter ago 1 year ago
Stock Close Profit % Close Profit % Close Profit % Close Profit
AAPL $105.76 7.12% $121.82 -7.00% $129.69 -12.65% $100.78 12.42%
ABMD $97.08 1.18% $77.26 27.14% $59.72 64.48% $26.05 277.08%
EXR $76.53 -3.14% $72.83 1.78% $69.41 6.80% $50.98 45.40%
JAH $51.29 2.05% $55.37 -5.47% $53.06 -1.36% $39.86 31.31%
MCK $202.24 -0.71% $217.05 -7.49% $236.66 -15.15% $194.13 3.43%
MNST $138.91 1.09% $152.18 -7.72% $127.28 10.33% $88.41 58.84%
NFLX $103.96 13.15% $111.56 5.44% $89.15 31.94% $68.23 72.39%
REGN $527.18 1.81% $547.10 -1.90% $512.56 4.71% $350.46 53.14%
STZ $123.11 3.92% $118.70 7.78% $117.60 8.80% $86.64 47.67%
SWKS $79.07 12.08% $96.49 -8.16% $109.05 -18.74% $56.22 57.64%
THRM $44.01 5.52% $50.55 -8.13% $51.26 -9.40% $48.85 -4.93%
TSCO $85.59 -0.23% $91.79 -6.97% $86.95 -1.80% $66.38 28.64%
TTWO $28.88 3.12% $31.81 -6.38% $27.37 8.81% $23.51 26.67%
UA $90.03 7.09% $99.28 -2.89% $78.41 22.96% $68.36 41.03%
ZBRA $81.25 2.67% $105.97 -21.28% $109.64 -23.91% $78.03 6.91%
  • Week average for Short Term Watch List stocks: 3.78% and profit percentage increase over same period for average indexes is: 115.40%
  • Month average for Short Term Watch List stocks: -2.75% and profit percentage increase over same period for average indexes is: -52.34%
  • Quarter average for Short Term Watch List stocks: 5.05% and profit percentage increase over same period for average indexes is: -197.29%
  • Year average for Short Term Watch List stocks: 50.51% and profit percentage increase over same period for average indexes is: 2053.06%

Total Execution Time: 59.430272102356 Sec

This information was calculated on Aug 30, 2015 and is based on the closing value of the most recent trading day which may not be today.
This information is based on the Yahoo Historical Pricing and is only as good or as current as that data.

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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 Fair
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $459.86
Target stock price (averages with growth) $551.39
Target stock price (averages with no growth) $275.93
Target stock price (manual assumptions) $457.02

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 product range includes single- and multi-asset class portfolios investing in equities, fixed income, alternatives and/or money market instruments. The Company offers the products directly and through intermediaries in a variety of vehicles, including open-end and closed-end mutual funds, iShares exchange-traded funds (ETFs) and other exchange-traded products, collective investment funds and separate accounts. The Company also offer the BlackRock Solutions (BRS) risk management and advisory services primarily to institutional investors.

 

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. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of BlackRock, Inc. calculated?

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(access_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: $372.84
  • Growth: 0.15
  • Current EPS (TTM): $19.26
  • P/E: 19
  • Future EPS Calc: $38.73
  • Future Stock Price Calc: $736.03
  • Target stock price: $457.02

[/s2If]
I hope that this makes you a Confident Investor.

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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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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 Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $373.27
Target stock price (averages with growth) $453.98
Target stock price (averages with no growth) $341.53
Target stock price (manual assumptions) $280.29

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

BlackRock, Inc. (BlackRock) is an independent investment management firm. The Company provides a range of investment and risk management services. The Company serves its clients as a fiduciary, and derives all of its revenues from client business. It invests in capital markets globally. Its clients include taxable, tax-exempt and official institutions (including pension funds, endowments, insurance companies, corporations, financial institutions, central banks and sovereign wealth funds) as well as retail investors and high net worth individuals. Its product range includes single- and multi-asset class portfolios investing in equities, fixed income, alternatives and/or money market instruments. In March 2012, it acquired Claymore Investments, Inc. from Guggenheim Partners, LLC. On February 14, 2013, BlackRock Inc sold its entire interest in Avocet Mining plc.

 

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.