Company name Crown Castle International Corp.
Stock ticker CCI
Live stock price [stckqut]CCI[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=cci
Crown Castle International Corp. (CCIC) owns, operates and leases towers and other communication structures (collectively, towers), for wireless communications. The Company’s core business is renting space on its towers via long-term contracts in various forms, including license, sublease and lease agreements. Its towers can accommodate multiple customers (co-location) for antennas and other equipment necessary for the transmission of wireless signals for mobile telephones and other devices. Revenues derived from this site rental business represented 92% of CCIC’s consolidated revenues during the year ended December 31, 2009. It conducts its operations principally through subsidiaries of Crown Castle Operating Company (CCOC), including certain subsidiaries that operate its tower portfolios in the United States, Puerto Rico and Canada (collectively referred to as CCUSA), and a 77.6% owned subsidiary that operates its Australia tower portfolio (referred to as CCAL).

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 Cummins Inc.
Stock ticker CMI
Live stock price [stckqut]CMI[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $172.28
Target stock price (averages with growth) $184.67
Target stock price (averages with no growth) $112.45
Target stock price (manual assumptions) $114.77

The following company description is from Google Finance: http://www.google.com/finance?q=cmi
Cummins Inc. is engaged in the designing, manufacturing, distributing and servicing diesel and natural gas engines, electric power generation systems and engine-related component products, including filtration and exhaust after treatment, fuel systems, controls and air handling systems. The Company sells its products to the original equipment manufacturers (OEMs), distributors and customers globally. The Company serves its customers through a network of more than 500 Company-owned and independent distributor locations and approximately 5,200 dealer locations in more than 190 countries and territories. The Company operates in four business segments: engine segment, power generation segment, components segment and the distribution segment. In January 2010 the Company purchased an additional 50% ownership interest in Cummins Western Canada.


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 know that some people invest in this company as a “green” play but I cannot sanction that strategy. Also, even though the company’s target stock price is higher than it is currently trading, I cannot recommend this stock as a confident investment.


Company name Sino-Global Shipping America, Ltd.
Stock ticker SINO
Live stock price [stckqut]SINO[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=sino
Sino-Global Shipping America, Ltd. is a shipping agency service provider in People?s Republic of China. The Company has offices in the United States in Flushing, New York, Perth, Australia and Hong Kong. Through these offices, the Company coordinates its clients? shipping needs, including preparing documents, husbanding vessels, working through customs issues, coordinating matters with port authorities, overseeing and settling cargo claims, tracking shipments, recommending trucking, warehousing and complementary services. Its principal geographic market is in the People?s Republic of China. The Company through Trans Pacific Shipping Limited (Trans Pacific) acquired a 90% interest in Trans Pacific Logistics Shanghai, Ltd., which provides freight forwarder services in Shanghai. On November 6, 2009, the Company through Trans Pacific acquired a 40% interest in Sino-Global Shipping Agency Development Co., Ltd. in Beijing.

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 Northrop Grumman Corporation
Stock ticker NOC
Live stock price [stckqut]NOC[/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) $0
Target stock price (averages with growth) $0.49
Target stock price (averages with no growth) $2.55
Target stock price (manual assumptions) $51.19

The following company description is from Google Finance: http://www.google.com/finance?q=noc
Northrop Grumman Corporation (Northrop Grumman) is an integrated enterprise consisting of businesses that cover the entire security spectrum, from undersea to outer space and into cyberspace. The Company operates in five segments: Aerospace Systems, Electronic Systems, Information Systems, Shipbuilding and Technical Services. In April 2009, the Company acquired Sonoma Photonics, Inc., as well as assets from Swift Engineering?s Killer Bee Unmanned Air Systems product line. In December 2009, it sold its Advisory Services Division (ASD). In January 2009, Northrop Grumman streamlined its organizational structure by reducing the number of reporting segments from seven to five.


Confident Investor comments: There are few companies that can put up this much red on the Confident Investor chart. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.


Company name SBA Communications Corporation
Stock ticker SBAC
Live stock price [stckqut]SBAC[/stckqut]
Confident Investor Rating Poor

“SBA Communications Corporation (SBA) is an independent owner and operator of
wireless communications towers. Its principal operations are in the
continental United States. In addition, SBA has towers in Canada, Puerto
Rico and the United States Virgin Islands. Its principal business line is
its site leasing business, which contributed 97.4% of its total segment
operating profit for the year ended December 31, 2009. In its site leasing
business, it leases antenna space primarily to wireless service providers on
towers and other structures that it owns, manages or leases from others. As
of December 31, 2009, SBA owned 8,324 tower sites. The Company also manages
or leases approximately 5,100 communications sites, approximately 550, of
which were revenue producing as of December 31, 2009. Its other business
line is its site development business, through which it assists wireless
service providers in developing and maintaining their own wireless service
networks. ”