Company name Manitowoc Company, Inc.
Stock ticker MTW
Live stock price [stckqut]MTW[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=mtw The Manitowoc Company, Inc. (MTW) is a multi-industry, capital goods manufacturer. It operates in two markets: Cranes and Related Products (Crane) and Foodservice Equipment (Foodservice). Crane is the provider of engineered lifting equipment for the global construction industry, including lattice-boom cranes, tower cranes, mobile telescopic cranes, and boom trucks. Foodservice is a manufacturer of commercial foodservice equipment serving the ice, beverage, refrigeration, food-preparation, and cooking needs of restaurants, convenience stores, hotels, healthcare, and institutional applications. Crane products are principally marketed under the Manitowoc, Grove, Potain, National, Shuttlelift, Dongyue, and Crane Care brand names and are used in a variety of applications, including energy and utilities, petrochemical and industrial projects, infrastructure development such as road, bridge and airport construction, and commercial and high-rise residential construction.

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 Time Warner Inc.
Stock ticker TWX
Live stock price [stckqut]TWX[/stckqut]
P/E compared to competitors Good
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) $3.21
Target stock price (averages with growth) $6.48
Target stock price (averages with no growth) $10.56
Target stock price (manual assumptions) $29.91

The following company description is from Google Finance: http://www.google.com/finance?q=twx Time Warner Inc. (Time Warner) is a media and entertainment company. The Company has three reporting segments: Networks, consisting principally of cable television networks that provide programming; Filmed Entertainment, consisting principally of feature film, television and home video production and distribution, and Publishing, consisting principally of magazine publishing. On October 13, 2010, Warner Bros. acquired an approximate 55% interest in Shed Media plc (Shed Media), a television producer in the United Kingdom. On October 6, 2010, Turner Broadcasting System, Inc. (Turner) acquired Chilevision, a television broadcaster in Chile. On January 27, 2010, Home Box Office, Inc. (Home Box Office) purchased the remainder of its partners? interests in HBO Central Europe (HBO CE).

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 Eastman Kodak Company
Stock ticker EK
Live stock price [stckqut]EK[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=ek Eastman Kodak Company (Kodak) is engaged in the sale of imaging products, technology, solutions and services to consumers, businesses and professionals. Kodak operates in three segments: Consumer Digital Imaging Group (CDG), Graphic Communications Group (GCG) and Film, Photofinishing and Entertainment Group (FPEG). The Company?s products span digital still and video cameras and related accessories; consumer inkjet printers and media; digital picture frames; retail printing kiosks, APEX drylab systems and related media and services, and KODAK Gallery online imaging services. Kodak?s products also include prepress equipment and consumables; imaging sensors; workflow software and services; electro-photographic printing equipment, consumables and service; commercial inkjet printing equipment, consumables and service, and document scanners. In March 2011, the Company acquired Tokyo Ohka Kogyo Co., 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.

Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name Millicom International Cellular SA (USA)
Stock ticker MICC
Live stock price [stckqut]MICC[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Fair
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $151.28
Target stock price (averages with growth) $162.43
Target stock price (averages with no growth) $138.49
Target stock price (manual assumptions) $113.22

The following company description is from Google Finance: http://www.google.com/finance?q=micc
Millicom International Cellular S.A. (Millicom) is a global mobile telecommunications operator. The Company also operates fixed telephony, cable and broadband businesses in five countries in Central America. As of December 31, 2009, the Company had 14 mobile operations in 14 countries focusing on emerging markets in Central America, South America, Africa and Asia. Millicom operates its mobile businesses in El Salvador, Guatemala and Honduras in Central America; in Bolivia, Colombia and Paraguay in South America; in Chad, the Democratic Republic of Congo, Ghana, Mauritius, Rwanda, Senegal and Tanzania in Africa; and in Laos in Asia. In November 2009, the Company announced that it has completed the sale of its Cambodian operations to The Royal Group. In October 2009, the Company announced the sale of Tigo (Private) Limited, its Sri Lanka operation, to Etisalat. In March 2011, the Company sold its 74.1% share of its operations in Laos to Vimpelcom Ltd.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name Garmin Ltd.
Stock ticker GRMN
Live stock price [stckqut]GRMN[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Poor
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $25.13
Target stock price (averages with growth) $31.41
Target stock price (averages with no growth) $30.89
Target stock price (manual assumptions) $29.4

The following company description is from Google Finance: http://www.google.com/finance?q=grmn
Garmin Ltd. (Garmin) is a provider of navigation, communication and information devices and applications, which are enabled by global positioning system (GPS) technology. The Company designs, develops, manufactures and markets a range of hand-held, portable and fixed-mount GPS-enabled products and other navigation, communications and information products for the automotive/mobile, outdoor/fitness, marine and general aviation markets. The Company operates in four segments: Marine, Automotive/Mobile, Outdoor/Fitness and Aviation. In September 2010, the Company acquired MetriGear, Inc. In October 2010, the Company acquired Belanor AS.

 

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