Company name Fastenal Company
Stock ticker FAST
Live stock price [stckqut]FAST[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $47.18
Target stock price (averages with growth) $64.29
Target stock price (averages with no growth) $50.51
Target stock price (manual assumptions) $46.92

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

Fastenal Company is engaged in selling industrial and construction supplies in a wholesale and retail fashion. The industrial and construction supplies are grouped into eleven product lines. The Company distributes the supplies through a network of approximately 2,600 company owned stores. Most of its customers are in the manufacturing and non-residential construction markets. The manufacturing market includes both original equipment manufacturers (OEM) and maintenance and repair operations (MRO). The non-residential construction market includes general, electrical, plumbing, sheet metal, and road contractors. Other users of its product include farmers, truckers, railroads, mining companies, federal, state, and local governmental entities, schools, and certain retail trades. Geographically, its stores and customers are primarily located in North America. As of December 31, 2011, the Company had 2,585 store locations.

 

Confident Investor comments: 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.

 

Company name National Research Corporation
Stock ticker NRCI
Live stock price [stckqut]NRCI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $63.23
Target stock price (averages with growth) $71.96
Target stock price (averages with no growth) $51.31
Target stock price (manual assumptions) $57.73

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

National Research Corporation (NRC) is a provider of performance measurement and improvement services, healthcare analytics and governance education to the healthcare industry in the United States and Canada. The Company’s portfolio of services addresses the needs of healthcare organizations to measure and improve satisfaction, outcomes relative to the services that they provide. The Company’s services include data collection, healthcare analytics, practice identification and delivery of value-added business intelligence that enables its clients to improve performance across key business metrics. NRC also provides healthcare information services to organizations across a range of service delivery segments. The Company has seven operating segments aggregated into one. These include NRC Picker U.S., NRC Picker Canada, Ticker, Payer Solutions, the Governance Institute (TGI), My InnerView (MIV) and Illuminate.

 

Confident Investor comments: 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.

 

Company name Seneca Foods Corp
Stock ticker SENEB
Live stock price [stckqut]SENEB[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $31.61
Target stock price (averages with growth) $26.85
Target stock price (averages with no growth) $19.16
Target stock price (manual assumptions) $31.21

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

Seneca Foods Corporation is a producer and distributor of processed fruits and vegetables. The Company’s product offerings include canned, frozen and bottled produce and snack chips and its products are sold under private label, as well as national and regional brands that the Company owns or licenses, including Seneca, Libby’s, Aunt Nellie’s Farm Kitchen, Stokely’s, Read and Diamond A. It packs Green Giant, Le Sueur and other brands of canned vegetables, as well as select Green Giant frozen vegetables for General Mills Operations, LLC. As of March 31, 2011, its facilities consisted of 21 processing plants located throughout the United States, two can manufacturing plants, two seed processing operations, a small farming operation and a limited logistical support network. In August 2010, it acquired 100% of the partnership interest in Lebanon Valley Cold Storage, LP and the assets of Unilink, LLC (collectively Lebanon) from Pennsylvania Food Group, LLC and related entities.

 

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 Ascena Retail Group Inc
Stock ticker ASNA
Live stock price [stckqut]ASNA[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $26.34
Target stock price (averages with growth) $33.24
Target stock price (averages with no growth) $24.07
Target stock price (manual assumptions) $22.29

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

Ascena Retail Group, Inc. (Ascena) is a national specialty retailer of apparel for women and tween girls operating, through its wholly owned subsidiaries, the dressbarn, maurices, and Justice brands. As of December 31, 2011, the Company operated over 2,500 stores throughout the United States, Puerto Rico and Canada. Ascena operates in three segments: dressbarn, maurices and Justice. In January 2011, the Company completed an internal corporate reorganization and established a holding company, Ascena Retail Group, Inc. In June 2012, the Company acquired Charming Shoppes, Inc., an apparel retailer specializing in women’s plus-size apparel.

 

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

 

Company name Online Resources Corporation
Stock ticker ORCC
Live stock price [stckqut]ORCC[/stckqut]
Confident Investor Rating Poor

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

Online Resources Corporation provides outsourced, Web and phone-based financial technology services to financial institution, biller, card issuer and creditor clients. The Company’s products and services enable its clients to provide their consumer end-users with the ability to perform various self-service functions, including electronic bill payments and funds transfers, which utilize its debit architecture, ACH and other payment methods, as well as gain online access to their accounts, transaction histories and other information. The Company operates in two markets: Banking Services and e-Commerce Services. For banks, credit unions and other depository financial institutions, it provides electronic bill payment and online banking services. For billers, card issuers and credit providers, it provides Web- and phone-based payment, account presentation and Web-collections services, along with supporting professional services.
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.