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.

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.

Company name Union Drilling, Inc.
Stock ticker UDRL
Live stock price [stckqut]UDRL[/stckqut]
Confident Investor Rating Poor

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

Union Drilling, Inc. (Union Drilling) provides contract land drilling services and equipment, primarily to natural gas producers. In addition to the Company’s drilling rigs, it provides the drilling crews and most of the ancillary equipment needed to operate its drilling rigs. As of December 31, 2010, the Company operated a fleet of 71 marketed land drilling rigs. The Company focuses on operations in selected natural gas production regions in the United States, primarily the Fort Worth Basin in North Texas, the Arkoma Basin in Oklahoma and Arkansas and throughout the Appalachian Basin. It does not invest in oil and natural gas properties. The Company markets its rigs to a range of customers, who are principally independent natural gas producers.

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.

Company name Travelzoo Inc.
Stock ticker TZOO
Live stock price [stckqut]TZOO[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Poor
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $234.16
Target stock price (averages with growth) $116.18
Target stock price (averages with no growth) $32.27
Target stock price (manual assumptions) $32.59

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

Travelzoo Inc. (Travelzoo) is a global Internet media company. The Company informs over 22 million subscribers worldwide, as well as millions of Website users, about the best travel, entertainment and local deals available from thousands of companies. It publishes these offers by sourcing, researching, test-booking, and selecting offers professionally. It provides travel companies, entertainment companies, and local businesses a way to reach millions of consumers. Its revenues are generated from advertising fees. The Company has two operating segments based on geographic regions: North America and Europe. North America consists of its operations in Canada and the United States. Europe consists of its operations in France, Germany, Spain, and the United Kingdom. Its revenues are advertising revenues, consisting primarily of listing fees paid by travel companies, entertainment companies and local businesses to advertise their offers on Travelzoo�s media properties.

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

Company name WMS Industries Inc.
Stock ticker WMS
Live stock price [stckqut]WMS[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Poor
EPS growth Poor
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $9.12
Target stock price (averages with growth) $8.52
Target stock price (averages with no growth) $5.64
Target stock price (manual assumptions) $23.25

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

WMS Industries Inc. (WMS) serves the gaming industry by designing, manufacturing and distributing games, video and mechanical reel-spinning gaming machines and video lottery terminals (VLTs) to authorized customers in legal gaming venues worldwide. The Company’s products include video gaming machines, mechanical reel gaming machines and VLTs. WMS’s gaming products feature graphics, digital sound and engaging games, and most games incorporate secondary bonus rounds. Certain games are based on licensed brands, such as MONOPOLY, BATTLESHIP, THE WIZARD OF OZ and THE LORD OF THE RINGS, and all of its gaming machines utilize technologies licensed from third parties. In September 2010, WMS closed its Orion Gaming manufacturing facility, and in June 2011, it sold this facility and winded down the support of its Orion Gaming product lines. In July 2011, the Company sold Systems in Progress GmbH subsidiary (SiP).

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