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Company name CARBO Ceramics Inc.
Stock ticker CRR
Live stock price [stckqut]CRR[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $237.33
Target stock price (averages with growth) $305.01
Target stock price (averages with no growth) $189.49
Target stock price (manual assumptions) $236.32

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

CARBO Ceramics Inc. is a supplier of ceramic proppant. The Company is a provider of software, and consulting services, spill prevention, containment and geotechnical monitoring. The Company sells its products and services to operators of oil and natural gas wells and to oilfield service companies. The Company�s products and services are primarily used in the hydraulic fracturing of natural gas and oil wells. The Company primarily manufactures five ceramic proppants. During the year ended December 31, 2010, the Company began production of resin coated ceramic (CARBOBOND LITE) and resin coated sand (CARBOBOND RCS) proppants.

Confident Investor comments: 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 DragonWave, Inc.(USA)
Stock ticker DRWI
Live stock price [stckqut]DRWI[/stckqut]
Confident Investor Rating Poor

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

DragonWave Inc. (DragonWave) is in the business of developing broadband wireless backhaul and pseudowire equipment. The Company is a provider of wireless Ethernet equipment used in Internet protocol (IP) networks. DragonWave designs, develops, markets and sells carrier-grade microwave radio frequency networking equipment (referred to as links), that wirelessly transmit broadband voice, video and other data between two points. Its wireless carrier-Ethernet links, which are based on a native Ethernet platform, function as a wireless extension to an existing fiber and global optic core telecommunications network. The principal application for its products is the backhaul function in a wireless communications network. Additional applications for its products include point-to-point transport applications in private networks, including municipal and enterprise applications. On February 7, 2011, DragonWave announced the introduction of its Horizon Compact+ product.

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.

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Company name Dover Corporation
Stock ticker DOV
Live stock price [stckqut]DOV[/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) $92.42
Target stock price (averages with growth) $117.39
Target stock price (averages with no growth) $89.6
Target stock price (manual assumptions) $88.24

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

Dover Corporation (Dover) owns and operates a global portfolio of manufacturing companies providing components and equipment, specialty systems and support services for a variety of applications in the industrial products, engineered systems, fluid management and electronic technologies markets. The Company operates in four business segments: Industrial Products, Engineered Systems, Fluid Management and Electronic Technologies. The products designed, manufactured, assembled and/or serviced by the Company includes material handling equipment, mobile equipment related products, engineered products, product identification related products, energy market production and distribution products, fluid solution products, and electronic technology equipment and devices/components. In July 2011, it acquired Sound Solutions from NXP Semiconductors N.V.

Confident Investor comments: This company has had a very nice appreciation over the past year. 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 Cabot Oil & Gas Corporation
Stock ticker COG
Live stock price [stckqut]COG[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Poor
EPS growth Poor
P/E growth Poor
EBIT growth Fair
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $64.66
Target stock price (averages with growth) $87.46
Target stock price (averages with no growth) $59.37
Target stock price (manual assumptions) $96.4

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

Cabot Oil & Gas Corporation is an independent oil and gas company engaged in the development, exploitation and exploration of oil and gas properties located in the United States. During the year ended December 31, 2010, it produced 130.6 billions of cubic feet equivalent, or 357.9 millions of cubic feet equivalent per day. During 2010, oil production was 808 thousand barrels. During 2010, it drilled 113 gross wells. During 2010, it sold various properties. In December 2010, the Company sold Pennsylvania gathering infrastructure of approximately 75 miles of pipeline and two compressor stations to Williams Field Services (Williams), a subsidiary of Williams Partners L.P. In November 2010, the Company sold certain oil and gas properties in the Texas panhandle to Kimbrel Oil Corporation and Millbrae Energy VII, LLC. In July 2010, it sold its properties in the Paradox Basin in Colorado. In June 2010, it sold its Woodford shale prospect located in Oklahoma.

Confident Investor comments: This stock price has done very well over the last year. You probably should consider this to be an aggressive or speculative investment and the growth of the stock price will make many people interested in this stock. 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 Caterpillar Inc.
Stock ticker CAT
Live stock price [stckqut]CAT[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $163.3
Target stock price (averages with growth) $208.99
Target stock price (averages with no growth) $149.23
Target stock price (manual assumptions) $134.13

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

Caterpillar Inc. (Caterpillar) is engaged in the manufacturing of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Caterpillar operates in three principal lines of business: Machinery, Engines and Financial products. Machinery line of business includes the design, manufacture, marketing and sales of construction, mining and forestry machinery. Engines line of business includes designs, manufactures, marketing and sales of engines for Caterpillar machinery; electric power generation systems, and marine, petroleum, construction, industrial, agricultural and other applications and related parts. Financial Products principal line of business consists of Caterpillar Financial Services Corporation (Cat Financial), Caterpillar Insurance Holdings, Inc. (Cat Insurance) and their respective subsidiaries. During the year ended August 31, 2010, Caterpillar acquired Electro-Motive Diesel, Inc. (EMD).

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