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Company name POZEN Inc.
Stock ticker POZN
Live stock price [stckqut]POZN[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=pozn
POZEN Inc. (POZEN), is a pharmaceutical company focused on transforming medicine. The Company had developed Treximet in collaboration with GlaxoSmithKline (GSK). Treximet is the brand name for the product combining sumatriptan 85 milligram, formulated with RT Technology and naproxen sodium 500 milligram in a single tablet designed for the acute treatment of migraine. The Company has developed VIMOVO with AstraZeneca AB (AstraZeneca). VIMOVO is the brand name for a fixed dose combination of the proton pump inhibitor (PPI) esomeprazole magnesium with the non-steroidal anti-inflammatory drug (NSAID) naproxen in a single tablet. On November 23, 2011, the Company entered into a Purchase and Sale Agreement with CPPIB Credit Investments Inc (CII,), pursuant to which it sold, and CII purchased, its right to receive future royalty payments arising from United States sales of MT 400, including Treximet.
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.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Skilled Healthcare Group, Inc.
Stock ticker SKH
Live stock price [stckqut]SKH[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Poor
EBIT growth Poor

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $-226718.39
Target stock price (averages with growth) $0.5
Target stock price (averages with no growth) $0.5
Target stock price (manual assumptions) $3.09

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

Skilled Healthcare Group, Inc. (Skilled) is a holding company. The Company owns subsidiaries that operate skilled nursing facilities, assisted living facilities, hospices, home health providers and a rehabilitation therapy business. It operates in three segments: long-term care (LTC), which includes the operation of skilled nursing facilities and assisted living facilities; therapy services, which includes its integrated and third-party rehabilitation therapy services, and hospice and home health services, which includes its hospice and home health businesses. As of December 31, 2011, the Company owned or leased 74 skilled nursing facilities and 23 assisted living facilities, together comprising 10,495 licensed beds. On July 1, 2011, it acquired Altura Homecare & Rehab, which is a home health care agency serving the Albuquerque. On July 11, 2011, it acquired the real property and related operations of Willow Creek Memory Care.

 

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(s2member_level1)]
In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

Stock price at the time of the calculation: $5.04

Growth: 0.01

Current EPS (TTM): $0.43

P/E: 11

Future EPS Calc: $0.45

Future Stock Price Calc: $4.97

Target stock price: $3.08

I hope that this makes you a better investor. [/s2If]

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Company name Saba Software, Inc.
Stock ticker SABA
Live stock price [stckqut]SABA[/stckqut]
Confident Investor Rating Poor

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

Saba Software, Inc. (Saba) is a provider of learning and talent management solutions providing a set of People Cloud Applications that include enterprise learning, talent management, testing and assessment and collaboration solutions delivered through the Saba People Cloud. The Saba People Cloud consists of a range of integrated People Cloud Applications, service-oriented architecture, a multi-tenant people cloud infrastructure, and a people cloud community of human capital experts, partners, practitioners and thought leaders. The Saba People Cloud enables organizations to transform the way they develop, engage and inspire their people network of employees, partners and customers by providing solutions that help clients to mobilize their people network, cultivate a development culture, accelerate innovation and creativity and leverage a unified, flexible, multi-tenant cloud. On March 19, 2012, the Company acquired HumanConcepts, organizational modeling and visualization provider.

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.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name PG&E Corporation
Stock ticker PCG
Live stock price [stckqut]PCG[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Poor
P/E growth Fair
EBIT growth Poor

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $26.16
Target stock price (averages with growth) $26.34
Target stock price (averages with no growth) $23.9
Target stock price (manual assumptions) $31.73

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

PG&E Corporation is a holding company that conducts its business through Pacific Gas and Electric Company (Utility). The Utility’s revenues are generated mainly through the sale and delivery of electricity and natural gas to customers. The Utility served approximately 5.2 million electricity distribution customers and approximately 4.4 million natural gas distribution customers at December 31, 2012. The Utility’s rates for electricity and natural gas utility services are based on its costs of providing service (cost-of-service ratemaking). The Utility is regulated primarily by the California Public Utilities Commission (CPUC) and the Federal Energy Regulatory Commission (FERC). In addition, the Nuclear Regulatory Commission (NRC) oversees the licensing, construction, operation, and decommissioning of the Utility’s nuclear generation facilities. During the year ended December 31, 2012, the Company delivered 76,205 gigawatts per hour of Actual Electricity.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

 

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Company name Sierra Wireless, Inc. (USA)
Stock ticker SWIR
Live stock price [stckqut]SWIR[/stckqut]
Confident Investor Rating Poor

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

Sierra Wireless, Inc. (Sierra Wireless) is engaged in the development of wireless technologies and solutions. The Company provides wireless solutions for the machine-to-machine (M2M) and mobile computing markets. It develops and markets a range of products that include wireless modems for mobile computers, mobile hotspots, wireless embedded modules and software for original equipment manufacturers (OEMs), intelligent wireless gateway solutions for industrial, commercial and public safety applications, and a platform for delivering device management and end-to-end application services. Sierra Wireless also offers professional services to OEM customers during their product development and launch process. Its products, services and solutions connect people, their mobile computers and machines to wireless voice and data networks worldwide. In April 2013, NETGEAR, Inc. acquired select assets and operations of the Sierra Wireless AirCard business.
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.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.