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Company name The Dow Chemical Company
Stock ticker DOW
Live stock price [stckqut]DOW[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Fair
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $54.69
Target stock price (averages with growth) $79.08
Target stock price (averages with no growth) $67.43
Target stock price (manual assumptions) $45.23

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

The Dow Chemical Company (Dow) is a diversified manufacturer and supplier of products used primarily as raw materials in the manufacture of customer products and services worldwide. It operates in six segments. Dow provides services to a range of industries, including appliance, automotive, agricultural, building and construction, chemical processing, electronics, furniture, house wares, oil and gas, packaging, paints, coatings and adhesives, personal care pharmaceutical, processed foods, pulp and paper, textile and carpet utilities, and water treatment. Its portfolio includes specialty chemical, advanced materials, agrosciences and plastics businesses deliver a range of technology-based products and solutions to customers in approximately 160 countries. In March 2012, the Company’s subsidiary Dow AgroSciences LLC, divested its European Dithane fungicide business to Indofil Industries Ltd.

Confident Investor comments: It is fairly unusual for a manufacturing company that is this large to have such strong numbers. At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

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Company name The Spectranetics Corporation
Stock ticker SPNC
Live stock price [stckqut]SPNC[/stckqut]
Confident Investor Rating Poor

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

The Spectranetics Corporation develops, manufactures, markets and distributes single-use medical devices used in minimally invasive procedures within the cardiovascular system. It offers excimer laser system named CVX-300. Its single-use laser catheters contain up to 250 small diameter optical fibers that can access difficult to reach peripheral and coronary anatomy. Its Vascular Intervention business unit includes peripheral and cardiac laser catheters for ablation of occluded arteries above and below the knee (peripheral atherectomy) and within coronary arteries (coronary atherectomy); aspiration and thrombectomy catheters for the removal of thrombus (thrombus management), and support catheters to facilitate crossing of coronary and peripheral arterial blockages (crossing solutions). Its Lead Management business unit includes excimer laser sheaths, non-laser sheaths and cardiac lead management accessories for the removal of problematic pacemaker and defibrillator cardiac leads.

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 Stewart Enterprises, Inc.
Stock ticker STEI
Live stock price [stckqut]STEI[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $9.36
Target stock price (averages with growth) $11.85
Target stock price (averages with no growth) $9.55
Target stock price (manual assumptions) $9.08

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

Stewart Enterprises, Inc. is a provider of funeral and cemetery products and services in the death care industry in the United States. Through its subsidiaries, it provide a range of funeral and cremation merchandise and services, along with cemetery property, merchandise and services, both at the time of need and on a preneed basis. The Company operates in two segments: Funeral and Cemetery. As of October 31, 2010, its operations included 217 funeral homes and 140 cemeteries in 24 states within the United States and in Puerto Rico. It operates one or more of the death care facilities in each of its markets, which are in larger metropolitan areas in the Southern, Western, Mid-Atlantic and Mid-Western states. It operates its funeral homes and cemeteries in clusters. Clusters are groups of funeral homes and cemeteries located close enough to one another that their operations can be integrated.

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.

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Company name TW Telecom Inc
Stock ticker TWTC
Live stock price [stckqut]TWTC[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $33.48
Target stock price (averages with growth) $38.78
Target stock price (averages with no growth) $20.1
Target stock price (manual assumptions) $33.47

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

tw telecom inc. is a national provider of managed network services, specializing in business Ethernet, data networking, Converged, Internet protocol-based virtual private network (IP VPN), Internet access, voice, including voice over Internet Protocol (VoIP), and network security services to enterprise organizations, including public sector entities, and carriers throughout the United States, including their global locations. Its revenue is derived from business communication services, including data, high-speed Internet access, network and voice services. Through its subsidiaries, the Company serves 75 United States metropolitan markets. As of December 31, 2011, its fiber network spanned approximately 27,000 route miles (including approximately 21,000 metropolitan route miles), connecting to 15,438 buildings served directly by its local fiber facilities. The Company serves both business enterprise and carrier customers.

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.

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Company name Informatica Corporation
Stock ticker INFA
Live stock price [stckqut]INFA[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $32.5
Target stock price (averages with growth) $45.2
Target stock price (averages with no growth) $40.55
Target stock price (manual assumptions) $49.35

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

Informatica Corporation (Informatica) is the provider of enterprise data integration and data quality software and services. The Informatica Platform is a set of technologies to enable a variety of complex enterprise-wide data integration initiatives, including Enterprise Data Integration, Data Quality, Master Data Management, B2B Data Exchange, Application Information Lifecycle Management, Complex Event Processing, Ultra Messaging, and Cloud Data Integration. The Company’s products include Informatica PowerCenter, Informatica PowerExchange, Informatica Data Services, Informatica Data Quality, Informatica Master Data Management (MDM), Informatica B2B Data Exchange, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing (CEP), Informatica Ultra Messaging and Informatica Cloud. As of December 31, 2010, the Company had approximately 4,200 customers worldwide. In March 2010, the Company acquired 29West Inc. (29West).

Confident Investor comments: This is one of those companies that is probably a bit better than its rating. The company was doing much worse several years ago and that is affecting its rating dramatically. It quite likely should be a Fair company if it was not for its poor years that seem to pass. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.