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Company name MB Financial, Inc.
Stock ticker MBFI
Live stock price [stckqut]MBFI[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $31.14
Target stock price (averages with growth) $44.18
Target stock price (averages with no growth) $41.37
Target stock price (manual assumptions) $20.4

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

MB Financial, Inc. (MB Financial), is a financial holding company. The Company’s primary market is the Chicago metropolitan area, in which MB Financial operates approximately 87 banking offices through its bank subsidiary, MB Financial Bank, N.A. (MB Financial Bank). Through MB Financial Bank, the Company offers a range of financial services primarily to small and middle market businesses and individuals in the markets that it serves. Its primary lines of business include commercial banking, retail banking and wealth management. As of December 31, 2011, the Company had total assets of $9.8 billion, deposits of $7.6 billion, stockholders’ equity of $1.4 billion, and $3.6 billion of client assets under administration in its Wealth Management Group.

 

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 Ingram Micro Inc.
Stock ticker IM
Live stock price [stckqut]IM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $7.86
Target stock price (averages with growth) $15.78
Target stock price (averages with no growth) $21.55
Target stock price (manual assumptions) $11.62

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

Ingram Micro Inc. (Ingram Micro) is a global information technology (IT) wholesale distributor, providing sales, marketing and logistics services for the IT industry worldwide. Ingram Micro distributes and markets technology products worldwide from the industry’s computer hardware suppliers, networking equipment suppliers, software publishers, and other suppliers of computer peripherals, consumer electronics (CE), physical security, automatic identification and data capture (AIDC)/point-of-sale (POS) and mobility hardware worldwide. It offers a variety of systems, such as rack, tower and blade servers, desktops, portable personal computers, and personal digital assistants (PDAs). During the year ended December 31, 2011, the Company acquired assets and liabilities of Arete Sistemas S.A. (Arete).

 

Confident Investor comments: I may be a little generous on the $17 target but at this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

 

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Company name Fifth Third Bancorp
Stock ticker FITB
Live stock price [stckqut]FITB[/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) $9.87
Target stock price (averages with growth) $13.31
Target stock price (averages with no growth) $14.2
Target stock price (manual assumptions) $10.54

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

Fifth Third Bancorp (the Bancorp) is a diversified financial services company. As of December 31, 2011, the Bancorp had $117 billion in assets, operated 15 affiliates with 1,316 full-service Banking Centers, including 104 Bank Mart locations open seven days a week inside select grocery stores, and 2,425 automated teller machines (ATMs) in 12 states throughout the Midwestern and Southeastern regions of the United States. The Bancorp operates in four business segments: Commercial Banking, Branch Banking, Consumer Lending and Investment Advisors. The Bancorp also has a 49% interest in Vantiv Holding, LLC.

 

Confident Investor comments: Banking is tough to do well in the US in today’s economy. Other banks are better run. 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 Extra Space Storage, Inc.
Stock ticker EXR
Live stock price [stckqut]EXR[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $49.69
Target stock price (averages with growth) $63.82
Target stock price (averages with no growth) $39.6
Target stock price (manual assumptions) $50.21

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

Extra Space Storage Inc. is a self-administered and self-managed real estate investment trust (REIT). The Company owns, operates, manages, acquires, develops and redevelops professionally managed self-storage facilities. As of December 31, 2011, Extra Space Storage Inc. held ownership interests in 697 operating properties. Of these operating properties, 356 are wholly owned, and 341 are owned in joint venture partnerships. An additional 185 operating properties that are owned by franchisees or third-parties in exchange for a management fee, bringing the total number of operating properties, which it owns and/or manages to 882. The Company operates in three segments: property management, acquisition and development; rental operations, and tenant reinsurance.

 

Confident Investor comments: This is a very solid REIT. If you need real estate exposure in your portfolio, it probably doesn’t get much better than Extra Space [stckqut]exr[/stckqut]. At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

 

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Company name EDGAR Online, Inc.
Stock ticker EDGR
Live stock price [stckqut]EDGR[/stckqut]
Confident Investor Rating Poor

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

EDGAR Online, Inc. (EDGAR Online) is a provider of eXtensible Business Reporting Language (XBRL) filing services, data sets and analysis tools. The Company also creates and distributes financial data and public filings for equities, mutual funds and a variety of other publicly-traded assets. Its data products provide fundamental financial information along with the source documents and are created through the use of a software that automates much of the data extraction and calculation processes. Its XBRL filing service uses parts of this data extraction and processing software along with personnel skilled in accounting, quality processes and additional tools to assist public companies in the creation of XBRL filings for submission to the Securities and Exchange Commission (SEC). The Company’s XBRL analysis tool is a software tool that assists users in analyzing both its own XBRL data sets and industry standard XBRL data files.
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.