| Stock (Symbol) | Stock Price | |
Alexion Pharmaceuticals (ALXN) |
$159 |
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| Data is as of | Expected to Report | Sector |
August 1, 2014 |
Oct 22 – Oct 27 |
Healthcare |
| Sharek’s Take | ||
 Alexion Pharmaceuticals keeps putting out great results, but the stock hasn’t gone anywhere since it broke out January 30th. I’m not concered but I am restless. My Chinese Internet stocks are moving higher, and sitting with this stock is causing me opportunity loss. ALXN has a bllockbuster drug in Soliris and another, asfotase.alfa, is expected to be approved later this year. The company also has three more drugs in the popeline. All-in-all, ALXN is expected to grow 31% a year long-term and sells for 32 times earnings. Although I think its 2014 Fair Value is $190 (20% upside) I will sell the stock from the Aggressive Growth Portfolio because it’s just not moving. |
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| One-Year Chart | ||
 Last qtr this stock had a P/F of 41, now the P/E is only 32. But that’s due mostly to annual earnings increasing, the stock’s within a dollar from when I researched it last quarter. Notice Annual Profits along the right, profits have flown higher each year since the company turned the corner in 2008. |
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| Earnings Table | ||
 Sales increased 32% last quarter, and profits jumped 53%. ALXN beat the street by 6 cents last qtr. Results 2QtrsAgo were helped by a one-time payment from France. Annual Profit Estimates increased. Quarterly profit growth looks solid the next two quarters, then 3QtrsOut estimates are tough because of the big France quarter in the year-ago period. |
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| Fair Value | ||
 ALXN does have good upside potential — for both 2014 & 2016. This is a solid selection for growth investors. |
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| Ten-Year Chart | ||
 Last quarter I was thankful ALXN had corrected, now I have ants-in-my-pants because the stock’s not moving. |
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| Power Ranking | Bottom Line | |
Growth Portfolio
11 of 25 |
Alexion Pharmaceuticals is doing very well right now, but the stock is just basing. This is a solid seletion for growht investors with a long-term view. ALXN is raked 11th of 25 stocks in the Growth Portfolio Power Rankings. I will sell in the Aggressive Growth Portfolio to have more cash for CHinese Internet stocks. |
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Aggressive Growth Portfolio
N/A |
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