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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.


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Company name HealthStream, Inc.
Stock ticker HSTM
Live stock price [stckqut]HSTM[/stckqut]
P/E compared to competitors Good
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) $11.32
Target stock price (averages with growth) $18.07
Target stock price (averages with no growth) $14.85
Target stock price (manual assumptions) $12.05

The following company description is from Google Finance: http://www.google.com/finance?q=hstm
HealthStream, Inc. (HealthStream) provides Internet-based learning and research solutions to meet the training, information, and education needs of the healthcare industry. The Company?s learning products are used by healthcare organizations to meet a range of their training and assessment needs, while its research products provide its customers information about patients? experiences, workforce challenges, physician relations, and community perceptions of their services. HealthStream?s customers include healthcare organizations, pharmaceutical and medical device companies, and other participants in the healthcare industry. Its customer base across both learning and research business units includes over 2,500 healthcare organizations (predominately acute-care facilities) throughout the United States. It delivers educational and training courseware to its customers through the HLC platform.

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 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.

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Company name Varian Medical Systems, Inc.
Stock ticker VAR
Live stock price [stckqut]VAR[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Fair
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $64.98
Target stock price (averages with growth) $86.97
Target stock price (averages with no growth) $73.19
Target stock price (manual assumptions) $68.31

The following company description is from Google Finance: http://www.google.com/finance?q=var
Varian Medical Systems, Inc. is engaged in he design, manufacture, sale and service of equipment and software products for treating cancer with radiotherapy, stereotactic radiosurgery and brachytherapy. It also design, manufacture, sell and service x-ray tubes for original equipment manufacturers; replacement x-ray tubes, and flat panel digital image detectors for filmless x-ray imaging in medical, dental, veterinary, scientific and industrial applications. It designs, manufactures, sells and services linear accelerators, digital image detectors, image processing software and image detection products for security and inspection purposes. It also develops, designs, manufactures, sells and services proton therapy products and systems for cancer treatment. The Company?s products include Oncology Systems and X-ray Products. The Company has two other businesses and its Ginzton Technology Center (GTC) that it reports together under the Other category.


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.

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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.