FEI Company (NASDAQ:FEIC)

CAPS Rating: 3 out of 5

The Company is a supplier of instruments for nanoscale imaging, analysis and prototyping to enable research, development and manufacturing in a range of industrial, academic and research institutional applications.

Caps

How do you think FEIC will perform against the market?

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All Players

258 Outperform
12 Underperform
 

All-Star Players

53 Outperform
4 Underperform
 

Wall Street

12 Outperform
0 Underperform
 

Top FEIC Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

capsterok (< 20)
Submitted April 24, 2008

Testing out a portfolio of smallish-cap 5-star stocks found using the CAPS screener. All picks have at least 50 allstars backing them, which should be enough to minimize star rating fluctuations. It's only been about a week, and I expect a LOT of… More

Top Bear Pitch

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FEIC VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about FEIC.

Recs

0
Member Avatar nevercontent (87.25) Submitted: 5/7/2015 4:28:07 PM : Underperform Start Price: $75.85 FEIC Score: -25.47

Even excluding the impact of foreign exchange, company revenue only grew 4% YoY in Q1 2015. And I calculate that TTM EPS only grew 2.7% YoY.

My impression is that management still pitches FEI as a growth company — aiming to grow the top line at 12% compounded annually — but is perhaps concerned about its future prospects and beginning to manage for slower top-line growth: pursuing larger acquisitions, buying back shares, doubling the dividend (after increasing it 50% the year before), reducing costs (it’s taken “restructuring charges” every year for the past 3 years, including a significant one in 2014), focusing on improving margins, and also focusing on cash flow. Most of these efforts are good for shareholders — I have no complaints about any of them, other than potentially the acquisition risk — but taken as a whole, I can’t help but wonder if they represent an attempt to drive EPS growth as organic revenue growth slows.

2015 looks like it’ll be a decent year if management’s estimates are correct. If the market believes the company will continue to grow earnings into 2016 and beyond (and it certainly might through its various efforts to boost EPS, even if revenue growth doesn’t substantially improve), and awards a similar P/E as today, there could be reasonable upside from today’s prices. But the current forward P/E is 21, and that seems a lot more reasonable to me until the company can demonstrate an ability to reaccelerate and sustain higher growth.

Overall, I’m pretty neutral on this company as an investment. I think its stock will appreciate over time, but I’m not convinced it will be market beating unless revenue growth reaccelerates.

Recs

0
Member Avatar 2win (< 20) Submitted: 9/26/2013 8:06:00 AM : Outperform Start Price: $84.71 FEIC Score: -17.61

samurai

Recs

0
Member Avatar cengle777 (< 20) Submitted: 8/14/2013 12:56:12 AM : Outperform Start Price: $75.77 FEIC Score: -2.56

Sales are have increased annually for the past 5 years
Operating profit margin greater than last year and the industry average
Free cash flow growing over the past 3 years
At least 5 institutional shareholders
EPS growth in current year is positive
ROE is greater than the industry average

Leaderboard

Find the members with the highest scoring picks in FEIC.

Score Leader

blahbldcfddf

blahbldcfddf (99.05) Score: +598.65

The Score Leader is the player with the highest score across all their picks in FEIC.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
blahbldcfddf 99.05 3/10/2009 Outperform 3Y $11.33 +843.84% +245.19% +598.65 0 Comment
sisula < 20 3/2/2009 Outperform 5Y $12.93 +726.85% +248.14% +478.71 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. DMBonedust 64.59 3/25/2009 Outperform 5Y $13.79 +675.06% +202.54% +472.52 0 Comment
jdsgc < 20 3/27/2009 Outperform NS $13.94 +666.53% +199.73% +466.80 0 Comment
Thornado 81.80 3/23/2009 Outperform 5Y $14.20 +652.55% +212.46% +440.08 0 Comment
BalkiB321 80.60 3/5/2008 Outperform 3Y $19.22 +456.04% +90.57% +365.47 0 Comment
1xjoplin < 20 8/24/2006 Outperform NS $19.10 +459.67% +99.91% +359.77 0 Comment
MFFunky < 20 3/6/2008 Outperform 5Y $19.44 +449.74% +91.60% +358.14 0 Comment
lkyirish 38.07 8/24/2006 3/9/2011 Outperform 3Y $19.18 +457.44% +99.54% +357.89 1 Comment
ChasBerg100 87.73 8/24/2006 Outperform 3Y $19.18 +457.44% +99.54% +357.89 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackGoldmanSach 79.56 12/8/2015 Outperform NS $78.86 +35.54% +17.92% +17.62 0 Comment
trackpacificcres 56.85 1/7/2013 Outperform NS $55.75 +91.74% +66.95% +24.79 0 Comment
TrackPoisedTo < 20 4/27/2012 Outperform 5Y $47.66 +124.28% +73.20% +51.08 0 Comment
TrackDoughertyCo 63.91 11/29/2011 Outperform NS $35.85 +198.20% +101.63% +96.57 0 Comment
TrackTiconderoga 88.94 9/23/2011 Outperform NS $28.13 +280.00% +117.19% +162.81 0 Comment
TrackNeedham 91.06 5/4/2011 Outperform NS $34.55 +209.38% +79.47% +129.91 0 Comment
TrackMcAdamsWrig 76.75 2/4/2011 Outperform NS $31.10 +27.78% -4.50% +32.28 11/9/2011 @ $39.74 0 Comment
TrackNeedham 91.06 3/4/2010 Outperform NS $23.51 +42.92% +18.16% +24.76 3/31/2011 @ $33.60 0 Comment
trackmerriman 75.59 6/16/2009 Outperform NS $21.87 +5.30% +22.11% -16.80 1/13/2010 @ $23.03 0 Comment
TrackJanney 87.48 6/3/2009 Outperform NS $21.41 +399.22% +161.63% +237.59 0 Comment
TrackStifel 94.32 5/28/2009 Outperform NS $18.80 +468.53% +171.98% +296.55 0 Comment
TrackCreditSuiss 91.30 3/13/2009 Outperform NS $14.56 +634.19% +226.25% +407.94 0 Comment
TrackBreanMurray 79.47 9/25/2008 Outperform NS $23.98 +345.69% +109.04% +236.65 0 Comment
TrackSoleil 98.80 9/19/2008 Outperform NS $26.46 +303.98% +96.31% +207.66 0 Comment
TrackDADavidson 91.38 6/10/2008 Outperform NS $22.71 +370.74% +85.77% +284.97 0 Comment
TrackBroadpointAmTech < 20 11/1/2007 Outperform NS $28.56 -22.69% -6.47% -16.22 1/8/2008 @ $22.08 0 Comment
TrackWIG 59.37 10/2/2007 Outperform 1Y $32.92 +1.07% -1.07% +2.14 10/17/2007 @ $33.27 0 Comment
TrackBreanMurray 79.47 8/30/2006 Outperform NS $20.77 +5.97% +6.69% -0.72 4/30/2008 @ $22.01 0 Comment

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