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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name ANSYS, Inc.
Stock ticker ANSS
Live stock price [stckqut]ANSS[/stckqut]
P/E compared to competitors Fair
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) $86.15
Target stock price (averages with growth) $114.59
Target stock price (averages with no growth) $83.22
Target stock price (manual assumptions) $81.54

The following company description is from Google Finance: http://www.google.com/finance?q=anss
ANSYS, Inc. (ANSYS) develops and markets engineering simulation software and technologies widely used by engineers and designers across a spectrum of industries, including aerospace, automotive, manufacturing, electronics, biomedical, energy and defense. The Company focuses on the development of open and flexible solutions that enable users to analyze designs directly on the desktop, providing a common platform for product development, from design concept to final-stage testing and validation. The Company distributes its ANSYS suite of simulation technologies through a global network of resellers and distributors (collectively, channel partners) and direct sales offices in global locations. The Company?s product portfolio consists of ANSYS Workbench, Multiphysics, Structural Mechanics, Fluid Dynamics, Explicit Dynamics, Electromagnetics, System and Circuit Simulation, Simulation Process & Data Management, Academic, High-Performance Computing and Geometry Interfaces.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name Amazon.com, Inc.
Stock ticker AMZN
Live stock price [stckqut]AMZN[/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) $288.33
Target stock price (averages with growth) $439.64
Target stock price (averages with no growth) $295.83
Target stock price (manual assumptions) $273.63

The following company description is from Google Finance: http://www.google.com/finance?q=amzn
Amazon.com, Inc. (Amazon.com) offers services to consumers, sellers, and developers through its retail Websites. It also manufactures and sells the Kindle e-reader. The Company offers programs that enable sellers to sell their products on its Websites and their own branded Websites. Amazon.com serves developers through Amazon Web Services, which provides access to technology infrastructure that developers can use to enable any type of business. In addition, the Company generates revenue through co-branded credit card agreements and other marketing and promotional services, such as online advertising. Amazon.com has organized its operations into two principal segments: North America and International. In February 2010, the Company acquired Touchco, a touch screen technology company.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name Alexion Pharmaceuticals, Inc.
Stock ticker ALXN
Live stock price [stckqut]ALXN[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $145.74
Target stock price (averages with growth) $211.41
Target stock price (averages with no growth) $116.75
Target stock price (manual assumptions) $112.48

The following company description is from Google Finance: http://www.google.com/finance?q=alxn
Alexion Pharmaceuticals, Inc. (Alexion) is a biopharmaceutical company, which is engaged in the discovery, development and commercialization of biologic therapeutic products aimed at treating patients with severe and life-threatening disease states, including hematologic, kidney and neurologic diseases, transplant rejection, cancer and autoimmune disorders. Its marketed product Soliris (eculizumab) is a therapy approved for the treatment of patients with paroxysmal nocturnal hemoglobinuria (PNH). In April 2009 and August 2009, the United States food and drug administration (FDA) and the European Commission (E.C.), respectively, granted Soliris orphan drug designation for the treatment of patients with atypical Hemolytic Uremic Syndrome (aHUS). In December 2009, its Rhode Island manufacturing facility received regulatory approval from the E.C. for the production of Soliris.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Fair
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $64.03
Target stock price (averages with growth) $81.63
Target stock price (averages with no growth) $56.52
Target stock price (manual assumptions) $52.82

The following company description is from Google Finance: http://www.google.com/finance?q=akam
Akamai Technologies, Inc. (Akamai) provides services for accelerating and improving the delivery of content and applications over the Internet, ranging from live and on-demand streaming video capabilities to conventional content on Websites, to tools that help people transact business and reach out to new and existing customers. The Company?s solutions are designed to help companies, government agencies and other enterprises. It offers application performance services, services and solutions for digital media and software distribution and storage, content and application delivery, online advertising-related services and other specialized Internet-based offerings. During the year ended December 31, 2009, the Company launched the Akamai HD Network, a new high definition (HD), streaming delivery platform that is designed to enable its customers to offer live and on-demand HD video online to viewers. In June 2010, it acquired Velocitude, a mobile services platform.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name Apple Inc.
Stock ticker AAPL
Live stock price [stckqut]AAPL[/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) $541.54
Target stock price (averages with growth) $698.59
Target stock price (averages with no growth) $494.31
Target stock price (manual assumptions) $420.43

The following company description is from Google Finance: http://www.google.com/finance?q=aapl
Apple Inc. (Apple) designs, manufactures and markets a range of personal computers, mobile communication and media devices, and portable digital music players, and sells a range of related software, services, peripherals, networking solutions, and third-party digital content and applications. It?s products and services include Macintosh (Mac) computers, iPhone, iPad, iPod, Apple TV, Xserve, a portfolio of consumer and professional software applications, the Mac OS X and iOS operating systems, third-party digital content and applications through the iTunes Store, and a range of accessory, service and support offerings. The Company sells its products globally through its retail stores, online stores, and direct sales force and third-party cellular network carriers, wholesalers, retailers, and value-added resellers. As of September 25, 2010, the Company had opened a total of 317 retail stores, including 233 stores in the United States and 84 stores internationally.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.