| Stock (Symbol) | Stock Price | |
Franklin Resources (BEN) |
$52 |
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| Data is as of | Expected to Report | Sector |
November 6, 2013 |
N/A |
Financial |
| Sharek’s Take | ||
 Franklin Resources (BEN) is a nice conservative stock that grows around 15% per year. In 2014 I see an additional 15% of upside in these shares — in addition to a dividend. The only issue I have with this mutual fund manager is the stock’s not high-octane enough to compound at 20% per year. Franklin Resources manages the Franklin Funds and Templeton Funds, I feel their expertise is in bond and International investments. |
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| One-Year Chart | ||
 BEN is chipping away at the high-end of its one-year chart, even though profit growth was only 4% last quarter. The P/E of 14 mirrors the expected long-term profit growth rate of 14% per year, and I feel BEN should trade at a slightly higher premium. |
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| Earnings Table | ||
 BEN had profit growth of 4% last quarter on a 9% increase in sales. Assets under management grew 4%.
The company missed estimates for the second straight quarter. This stock doesn’t have much momentum in regards to the figures in this Earnings Table. |
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| Fair Value | ||
 I’m disappointed BEN hasn’t scheduled a big special dividend this year. Right now the company is on pace to pay out $0.40 a share. Notice that in highly profitable years the company rewards shareholders with an extra dollar or so. Upside for next year is around 15%. |
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| Ten-Year Chart | ||
 BEN just closed its 2013 fiscal year, now it’s working on 2014. This is clearly a mid-teens grower, both stock wise and profit wise. |
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| Power Ranking | Bottom Line | |
Growth Portfolio
22 of 24 |
Franklin Resources is a gret stock for retirees who need a good return on their investment in addition to a dividend. The only negative is this isn’t a 20% grower and growth oriented investors might get bored here.
BEN ranks 22nd of 25 stocks in the Growth Portfolio Power Rankings. It was recently sold from the Aggressive Growth Portfolio. |
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Aggressive Growth Portfolio
N/A |
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