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Company name Express Scripts, Inc.
Stock ticker ESRX
Live stock price [stckqut]ESRX[/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) $58.78
Target stock price (averages with growth) $79.58
Target stock price (averages with no growth) $63.99
Target stock price (manual assumptions) $55.88

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

Express Scripts, Inc. is a pharmacy benefit management (PBM) operating in North America, offering a range of services to its clients, which include health maintenance organizations (HMOs), health insurers, third-party administrators, employers, union-sponsored benefit plans, workers’ compensation plans and Government health programs. The Company has organized its operations into two business segments based on products and services offered: PBM and Emerging Markets (EM). The Company,s revenues are generated from the delivery of prescription drugs through its contracted network of retail pharmacies, home delivery and specialty pharmacy services and EM services. In October 2010, the Company completed the spinoff of its Rx Outreach business unit. In November 2010, the Company announced the formation of Express Scripts Specialty Benefit Services, a specialty benefits 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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I have decided that I should not do company analysis postings until the market settles down a bit.  The last several days of trading have seen some pretty aggressive moves. Frankly, the best advice that I can give to anyone is stay out of the market for now.  CASH IS KING!

The good news if you listened to my advice last week was that you may have already moved your investments to cash.  I did. I won’t be buying back into the market until it settles down a bit and then I will be able to ride the inevitable rise back up! Market downturns are a great way to make money if you don’t buy into that old bad advice of “Buy and Hold” that many preach.  I look at a 10% market correction as a way to easily make 10% as the market regains its losses.

Even my advice last week was a bit too optimistic – I was hoping that if the government made a deal that the market would react positively. I didn’t expect that Standard & Poors would still punish our credit rating. I did caution that we needed a deal over the weekend and not just a deal on Monday. As it was, the deal wasn’t completely baked until Monday and it was not very compelling either.

So for the next few days at least (and maybe the entire week) there won’t be any stock analysis reports until we weather all of these market gyrations caused by the S&P rating drop of the US government. Then when I do my analysis, I can make it based on a more stable price that isn’t adversely affected by events out of the company’s control.

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Company name MAKO Surgical Corp.
Stock ticker MAKO
Live stock price [stckqut]MAKO[/stckqut]
Confident Investor Rating Poor

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

MAKO Surgical Corp. (MAKO) is a medical device company that markets its advanced robotic arm solution and orthopedic implants for minimally invasive orthopedic knee procedures. The Company offers MAKOplasty, a restorative surgical solution that enables orthopedic surgeons to treat patient-specific, early to mid-stage osteoarthritic knee disease. MAKOplasty is performed using the Company’s RIO Robotic Arm Interactive Orthopedic system (RIO), and its RESTORIS unicompartmental and RESTORIS MCK multi-compartmental knee implant systems. The RIO utilizes tactile guided robotic arm technology and patient-specific visualization to prepare the knee joint for the insertion and alignment of the Company’s resurfacing implants through a small incision in a minimally invasive, bone preserving and tissue sparing procedure. The Company’s RESTORIS family of knee implants is designed to enable minimally invasive restoration of one or two of the diseased compartments of the knee joint.

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.

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Company name Littlefield Corporation
Stock ticker LTFD
Live stock price [stckqut]LTFD[/stckqut]
Confident Investor Rating Poor

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

Littlefield Corporation is a holding company. The Company’s business develops, owns and operates charitable bingo halls with the United States operations in Texas, Alabama, Florida and South Carolina. As of December 31, 2009, the Company operated 36 charitable bingo halls. In January 2010 and February 2009, the Company completed the acquisition of bingo halls in South Carolina and realigned certain regional operations. In April 2009, the Company sold its Premiere Tents and Events business unit located in Austin, Texas.

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.

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Company name Linear Technology Corporation
Stock ticker LLTC
Live stock price [stckqut]LLTC[/stckqut]
P/E compared to competitors Good
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) $29.89
Target stock price (averages with growth) $41.49
Target stock price (averages with no growth) $41.22
Target stock price (manual assumptions) $27.5

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

Linear Technology Corporation (Linear Technology) designs, manufactures and markets a broad line of standard high performance linear integrated circuits. Its products include high performance amplifiers, comparators, voltage references, monolithic filters, linear regulators, direct current to direct current (DC-DC) converters, battery chargers, data converters, communications interface circuits, radio frequency (RF) signal conditioning circuits, uModule products, and many other analog functions. Applications for its circuits include telecommunications, cellular telephones, networking products, such as optical switches; tablet, notebook and desktop computers; computer peripherals, video/multimedia, industrial instrumentation, security monitoring devices, consumer products, such as digital cameras and global positioning systems, complex medical devices, automotive electronics, factory automation, process control, military, space and other environment systems.

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.