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Company name Tessera Technologies, Inc.
Stock ticker TSRA
Live stock price [stckqut]TSRA[/stckqut]
Confident Investor Rating Poor

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

Tessera Technologies, Inc. is a holding company. The Company operates through its subsidiaries in two segments: Intellectual Property and DigitalOptics. Its Intellectual Property segment is managed by Tessera Intellectual Property Corp., including managing the patent and licensing portfolios of its subsidiaries, Tessera, Inc. and Invensas Corporation (Invensas). Its Intellectual Property business, consists of engineering, licensing, account administration and litigation teams, generates revenue from patented innovations through license agreements with semiconductor companies and outsourced semiconductor assembly and test companies. DigitalOptics Corporation and its subsidiaries (DOC) operate its DigitalOptics business. The Company is focused on developing three-dimensional packaging solutions. In June 2012, the Company’s wholly owned subsidiary, DigitalOptics Corporation (DOC), acquired certain assets of Vista Point Technologies from Flextronics International Ltd.
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 Marriott International, Inc.
Stock ticker MAR
Live stock price [stckqut]MAR[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $36.92
Target stock price (averages with growth) $50.9
Target stock price (averages with no growth) $42.03
Target stock price (manual assumptions) $36.11

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

Marriott International, Inc. is a diversified hospitality company. It is a lodging company with more than 3,700 properties in 73 countries and territories. It operates and franchises hotels, including Marriott, The Ritz-Carlton, JW Marriott, Bulgari, EDITION, Renaissance, Autograph Collection, AC Hotels by Marriott, Courtyard, Fairfield Inn & Suites, SpringHill Suites, Residence Inn, TownePlace Suites, ExecuStay, and Marriott Executive Apartments brand names. It operates in four segments: North American Full-Service Lodging, which includes the Marriott Hotels & Resorts; North American Limited-Service Lodging, which includes the Courtyard; International Lodging, which includes the Marriott Hotels & Resorts, and Luxury Lodging, which includes The Ritz-Carlton. In September 2012, its JW Marriott hotel brand opened JW Marriott Essex House New York. In October 2012, Gaylord Entertainment Company sold the Gaylord Hotels brand and the rights to manage its four hotels to the Company.

 

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 Checkpoint Systems, Inc.
Stock ticker CKP
Live stock price [stckqut]CKP[/stckqut]
Confident Investor Rating Poor

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

Checkpoint Systems, Inc. is a global manufacturer and provider of technology-driven end-to-end loss prevention, merchandising and labeling solutions to the retail and apparel industry. The Company engaged in shrink management, merchandise visibility and apparel labeling solutions. The Company’s solutions are built upon diverse shrink management offerings, a portfolio of apparel labeling solutions, radio frequency identification (RFID) applications, high-theft solutions and its Web based Check-Net data management platform. It operates through three segments: Shrink Management Solutions, which includes the operations of the s EAS labels and library business; Apparel Labeling Solutions, which formerly Check-Net, includes tag and label solutions sold to apparel manufacturers and retailers and Retail Merchandising Solutions segment, which includes hand-held label applicators and tags, promotional displays, and queuing systems. In May 16, 2011, it acquired Shore to Shore, 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. It is unfortunate that their tag line is helping retailers grow profitably when they are not able to be profitable.

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Company name Choice Hotels International, Inc.
Stock ticker CHH
Live stock price [stckqut]CHH[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $22.57
Target stock price (averages with growth) $26.15
Target stock price (averages with no growth) $26.55
Target stock price (manual assumptions) $23.84

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

Choice Hotels International, Inc. is a hotel franchisor. As of December 31, 2011, the Company had franchise agreements representing 6,178 open hotels and 490 hotels under construction, awaiting conversion or approved for development in 49 states, the District of Columbia and over 35 countries and territories outside the United States under the brand names: Comfort Inn, Comfort Suites, Quality, Clarion, Sleep Inn, Econo Lodge, Rodeway Inn, MainStay Suites, Suburban Extended Stay Hotel, Cambria Suites and Ascend Collection. The Company’s domestic operations are conducted solely through direct franchising relationships, while its international franchise operations are conducted through a combination of direct franchising and master franchising relationships. The Company operates primarily as a hotel franchisor offering 11 brands.

 

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

 

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Company name Best Buy Co., Inc.
Stock ticker BBY
Live stock price [stckqut]BBY[/stckqut]
Confident Investor Rating Poor

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

Best Buy Co., Inc. is a multinational retailer of consumer electronics, computing and mobile phone products, entertainment products, appliances and related services. The Company operates retail stores and call centers, and conducts online retail operations under a range of brand names, such as Best Buy (BestBuy.com, BestBuy.ca), Best Buy Mobile (BestBuyMobile.com), The Carphone Warehouse (CarphoneWarehouse.com), Five Star, Future Shop (FutureShop.ca), Geek Squad, Magnolia Audio Video, Pacific Sales and The Phone House (PhoneHouse.com). During the fiscal year ended March 3, 2012 (fiscal 2012), it operated in two segments: Domestic and International. During fiscal 2012, it opened 135 new stores and closed five stores in its Domestic segment. During fiscal 2012, it opened 219 new stores, within its Best Buy Europe and Five Star operations, and closed 114 stores in its International segment, within its Best Buy Europe 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.