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Company name ServiceNow Inc
Stock ticker NOW
Live stock price [stckqut]NOW[/stckqut]
Confident Investor Rating Poor

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

ServiceNow, Inc. is a provider of cloud-based services to automate enterprise information technology (IT) operations. The Company’s service includes a suite of applications built on its platform that automates workflow and integrates related business processes. It focuses on transforming enterprise IT by automating and standardizing business processes and consolidating IT across the global enterprise. Organizations deploy its service to create a single system of record for enterprise IT. It helps transform IT organizations from reactive, manual and task-oriented, to pro-active, automated and service-oriented organizations. Its on-demand service enables organizations to define their IT strategy, design the systems and infrastructure. It provides a set of integrated applications that are configurable and can be implemented and upgraded. In July 2013, ServiceNow Inc announced that it has acquired Mirror42.
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 Aruba Networks, Inc.
Stock ticker ARUN
Live stock price [stckqut]ARUN[/stckqut]
Confident Investor Rating Poor

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

Aruba Networks, Inc., is a provider of next-generation network access solutions for mobile enterprise networks. The Mobile Virtual Enterprise (MOVE) architecture unifies wired and wireless infrastructures into one seamless network access solution for traveling business professionals, remote workers, corporate headquarters employees and guests. Aruba’s MOVE architecture provides context-aware networking for the post-desktop personal computer (PC) era. Mobility network services are delivered centrally from the data center across thin network access devices or on-ramps. It addresses the secured mobility problem using a user-centric architecture that assigns network access policies to users instead of to data ports or other infrastructure. On November 30, 2011, it completed its acquisition of Avenda Systems (Avenda). On May 23, 2012, it acquired a wireless technology company. In May 2013, Aruba Networks Inc announced the acquisition of Meridian Apps, 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.

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 Ritchie Bros. Auctioneers (USA)
Stock ticker RBA
Live stock price [stckqut]RBA[/stckqut]
P/E compared to competitors Fair

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) $13.77
Target stock price (averages with growth) $19.71
Target stock price (averages with no growth) $19.25
Target stock price (manual assumptions) $15.75

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

Ritchie Bros. Auctioneers Incorporated and its subsidiaries sells industrial equipment and other assets for the construction, transportation, material handling, mining, forestry, petroleum, marine, real estate, and agricultural industries at its unreserved auctions worldwide. The Company’s principal business activity is the sale of industrial equipment and other assets at auctions. Its customers are both buyers and sellers of equipment, trucks and other industrial assets. The majority of its buyers are end users of equipment (retail buyers), such as contractors, with the remainder being primarily truck and equipment dealers, rental companies and brokers (wholesale buyers). Consignors to its auctions represent a mix of equipment owners, the majority being end users of equipment, with the balance being finance companies, truck and equipment dealers and equipment rental companies, among others. On May 15, 2012, the Company acquired AssetNation LLC.

 

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 Quality Systems, Inc.
Stock ticker QSII
Live stock price [stckqut]QSII[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $11.78
Target stock price (averages with growth) $15.87
Target stock price (averages with no growth) $16.37
Target stock price (manual assumptions) $14.63

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

Quality Systems, Inc.develops and markets healthcare information systems that automate certain aspects of medical and dental practices, networks of practices, such as physician hospital organizations (PHOs) and management service organizations (MSOs), ambulatory care centers, and dental schools. It operates as four business divisions and an India-based offshore captive: QSI Dental Division, which includes ViaTrack Systems, LLC (ViaTrack); NextGen Division, which consists of NextGen Healthcare Information Systems, LLC (NextGen); Hospital Solutions Division (formerly Inpatient Solutions), which includes Opus Healthcare Solutions, LLC (Opus), and RCM Services Division (formerly Practice Solutions), which consists of NextGen Practice Solutions, LLC (Practice Solutions) and Quality Systems India Healthcare Private Limited (QSIH). On May 1, 2012, it acquired The Poseidon Group. On November 14, 2011, it acquired ViaTrack. On July 26, 2011, the Company acquired CQI Solutions, Inc. (CQI).

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. I am removing Quality Systems from my Watch List since their performance in the last year has not been up to par.

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 Priceline.com Inc
Stock ticker PCLN
Live stock price [stckqut]PCLN[/stckqut]
P/E compared to competitors Good

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) $1260.54
Target stock price (averages with growth) $1726.08
Target stock price (averages with no growth) $1181.28
Target stock price (manual assumptions) $1249.82

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

Priceline Com Incorporated, is an online travel company that offers its customers hotel room reservations at over 295,000 hotels worldwide through the Booking.com, priceline.com and Agoda brands. In the United States, it also offers its customers reservations for car rentals, airline tickets, vacation packages, destination services and cruises through the priceline.com brand. It offers car rental reservations worldwide through rentalcars.com. As of December 31, 2012, its international business (the majority of which is generated by Booking.com) represented approximately 82% of its gross bookings, and approximately 92% of its consolidated operating income. In 2012, the Company launched Express Deals, a merchant semi-opaque price-disclosed hotel reservation service at priceline.com, which allows customers to see the price of the reservation prior to purchase but not the identity of the hotel. On May 2013, the Company acquired Kayak Software Corp.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock. Very few companies are run well enough that they have green in every metric. Priceline is a stock to consider!

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