Company name Parkway Properties, Inc.
Stock ticker PKY
Live stock price [stckqut]PKY[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=pky

Parkway Properties, Inc. (Parkway) is a self-administered real estate investment trust (REIT) specializing in the operation, leasing, acquisition and ownership of office properties. The Company performs these services for its own account and for other institutional investors through co-ownership structures, such as discretionary funds and/or partnerships. Parkwat focuses on the Southeastern and Southwestern United States and Chicago. As of January 1, 2010, Parkway owned or had an interest in 65 office properties located in 11 states with an aggregate of approximately 13.4 million square feet of leasable space. Included in the portfolio are one discretionary fund and several partnership arrangements, which encompass 21 properties totaling 3.9 million square feet, representing 29% of the portfolio. With the discretionary fund and/or partnerships, the Company receives fees for asset management, property management, leasing and construction management services.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.

Company name NV Energy, Inc.
Stock ticker NVE
Live stock price [stckqut]NVE[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Poor
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $5.45
Target stock price (averages with growth) $8.57
Target stock price (averages with no growth) $10.28
Target stock price (manual assumptions) $14.55

The following company description is from Google Finance: http://www.google.com/finance?q=nve

NV Energy, Inc. (NVE) is an investor-owned holding company. It has six primary, wholly owned subsidiaries: Nevada Power Company (NPC) (doing business as NV Energy), Sierra Pacific Power Company (SPPC) (doing business as NV Energy), Sierra Pacific Energy Company, NVE Insurance Company, Inc. and Lands of Sierra. NPC and SPPC are referred to collectively as the Utilities. The Utilities operate three business segments: NPC electric; SPPC electric, and SPPC natural gas. Electric service is provided by NPC to Las Vegas and surrounding Clark County, and by SPPC to northern Nevada. Natural gas service is provided by SPPC in the Reno-Sparks area of Nevada. SPPC has three primary, wholly owned subsidiaries: Global Project & Structured Finance Corporation (GPSF-B), Pinon Pine Corporation (PPC) and Pinon Pine Investment Company (PPIC). GPSF-B, PPC and PPIC, collectively, own Pinon Pine Company, LLC. NPC and SPPC are public utilities that generate, transmit and distribute electric energy in Nevada.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

Company name Melco Crown Entertainment Ltd (ADR)
Stock ticker MPEL
Live stock price [stckqut]MPEL[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $25.33
Target stock price (averages with growth) $15.76
Target stock price (averages with no growth) $-7.46
Target stock price (manual assumptions) $23.71

The following company description is from Google Finance: http://www.google.com/finance?q=mpel

Melco Crown Entertainment Limited (MPEL) is a developer, owner and, through its subsidiary Melco Crown Gaming, operator of casino gaming and entertainment resort facilities focused on the Macau market. Melco Crown Gaming is one of the six companies licensed, through concessions or sub-concessions, to operate casinos in Macau. The Company owns and operates City of Dreams, Altira Macau, Mocha Clubs and Taipa Square Casino. Its other projects include City of Dreams Phase II, Macau Studio City Project and Macau Peninsula Site.

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

Company name Basic Energy Services, Inc
Stock ticker BAS
Live stock price [stckqut]BAS[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=bas

Basic Energy Services, Inc. provides a range of well site services to oil and natural gas drilling and producing companies, including well servicing, fluid services and well site construction services, completion and remedial services and contract drilling. Its operations are managed regionally and are concentrated in United States onshore oil and natural gas producing regions located in Texas, New Mexico, Oklahoma, Arkansas, Kansas, Louisiana, Wyoming, North Dakota, Colorado, Utah and Montana. The Company provides its services to a diverse group of over 2,000 oil and natural gas companies. It has four segments: Well Servicing, Fluid Services, Completion and Remedial Services, and Contract Drilling. In December 2010, the Company acquired Platinum Pressure Services, Inc.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable. This is unfortunate since the stock price for this company has appreciated quite nicely for the past 12 months but an unprofitable company is not very predictable in its actions.

Company name ARM Holdings plc (ADR)
Stock ticker ARMH
Live stock price [stckqut]ARMH[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $43.85
Target stock price (averages with growth) $94.24
Target stock price (averages with no growth) $100.9
Target stock price (manual assumptions) $41.8

The following company description is from Google Finance: http://www.google.com/finance?q=armh

ARM Holdings plc (ARM) designs microprocessors, physical Internet protocol (IP) and related technology and software, and sells development tools. As of December 31, 2010, the Company operated in three business segments: the Processor Division (PD), the Physical IP Division (PIPD) and the System Design Division (SDD). ARM licenses and sells its technology and products to international electronics companies, which in turn manufactures, markets and sells microprocessors, application-specific integrated circuits (ASICs) and application-specific standard processors (ASSPs)-based on ARM’s technology to systems companies for incorporation into a range of end products. During the year ended December 31, 2010, the Company disposed of its investment in CoWare Inc. In June 2011, the Company acquired Obsidian Software.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. The stock has grown quite nicely over the past months and even though it doesn’t rate that highly, an investor that held on to an existing investment may be wise.