Stock (Symbol) | Stock Price | |
Franklin Resources (BEN) |
$53 |
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Data is as of | Expected to Report | Sector |
February 17, 2014 |
Apr 28 |
Financial |
Sharek’s Take | ||
Franklin Resources (BEN) is a conservative stock that has provided its investors with double-digit returns plus a dividend for more than a generation. Thirty years ago BEN was just above 50 cents a share and now it sits just above $50. That’s a rate of return of 17% per year — plus dividends. BEN is a mutual fund manager under a number of names, Franklin Funds and Templeton Funds are the two most recognizable brand names investors are familiar with. BEN isn’t a timely stock to buy at this time, I consider it a conservative stock with the ability to provide investors a mid-teens overall rate of return. | ||
One-Year Chart | ||
BEN’s one-year chart is rather boring. The P/E is 14 is a little under where it should be (considering this has been a solid investment for decades). The Est. Long Term Growth Rate just increased from 14% a year to 16%. Estimates show below-average profit growth the next two quarters. | ||
Earnings Table | ||
Profits grew 19% last quarter on a 11% jump in sales. Sales grew 9% 2QtrsAgo.BEN beat the street by 5 cents last quarter, but has been hit-or-miss in this category the last year. Annual Profit Estimates didn’t move much. Estimated quarterly profit growth is a mixed bag. Franklin Resources should be able to grow in the low double-digits this year. |
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Fair Value | ||
I see this stock can provide a return of 15% this year. BEN’s P/E of 14 is low compared to its historical average. This stock is in my portfolios for safety and stability. | ||
Ten-Year Chart | ||
This stock looks good in the ten-year chart. I wish we would have bought in during the 2008-2009 stock market crash. Next time I’ll know. | ||
Power Ranking | Bottom Line | |
Growth Portfolio
24 of 26 |
Franklin Resources is a good stock for conservative accounts. I have it in my portfolios to give them stability and provide my investors with a stock that grows in the teens without taking on much risk. BEN ranks 24th of 26 stocks in the Growth Portfolio Power Rankings. It isn’t a good fit for the Aggressive Growth Portfolio. |
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Aggressive Growth Portfolio
N/A |