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Company name Net Servicos de Comunicacao SA (ADR)
Stock ticker NETC
Live stock price [stckqut]NETC[/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) $21.04
Target stock price (averages with growth) $23.35
Target stock price (averages with no growth) $20.52
Target stock price (manual assumptions) $16.79

The following company description is from Google Finance: http://www.google.com/finance?q=netc
Net Servicos de Comunicacao S.A. (Net Servicos) is a multiservice company in the pay-television and broadband Internet industries in Brazil. As of December 31, 2009, the Company had 3.7 million pay-television connected subscribers in 93 locations in Brazil, including in Sao Paulo and Rio de Janeiro. It is a provider of high-speed cable modem Internet access in Brazil through its NET V?rtua service, which had 2.9 million subscribers as of December 31, 2009. Net Servicos also provides fixed line telephony through its NET Fone via Embratel service, which had 2.6 million subscribers as of December 31, 2009. As of December 31, 2009, its advanced network of coaxial and fiber-optic cable covered over 61,000 kilometers and passed approximately 10.8 million homes of which approximately 7.8 million belong to high and middle income classes and approximately 79% of such network had two-way communication capability.

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 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. ”


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Company name LaCrosse Footwear, Inc.
Stock ticker BOOT
Live stock price [stckqut]BOOT[/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) $6.7
Target stock price (averages with growth) $9.59
Target stock price (averages with no growth) $10.12
Target stock price (manual assumptions) $12.68

“LaCrosse Footwear, Inc. (LaCrosse) is a developer and marketer of footwear
for work and outdoor users. The Company’s Danner and LaCrosse brands are
distributed domestically through a nationwide network of retailers and
distributors, and internationally through its Danish subsidiary, LaCrosse
Europe ApS, and through distributors and retailers in Asia, Europe and
Canada. Its work customers include people in law enforcement,
transportation, mining, oil and gas, military services and other
occupations. Outdoor customers include people active in hunting, hiking and
other outdoor recreational activities. On May 8, 2009, the Company announced
the formation of Environmentally Neutral Design Outdoor, Inc. (END). ”

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 Bed Bath & Beyond Inc.
Stock ticker BBBY
Live stock price [stckqut]BBBY[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Fair
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $50.63
Target stock price (averages with growth) $67.91
Target stock price (averages with no growth) $58.25
Target stock price (manual assumptions) $50.16

“Bed Bath & Beyond Inc., along with its subsidiaries, is a chain of retail
stores, operating under the names Bed Bath & Beyond (BBB), Christmas Tree
Shops (CTS), Harmon and Harmon Face Values (Harmon) and buybuy BABY. In
addition, the Company is a partner in a joint venture, which operates two
stores in the Mexico City market under the name Home & More. The Company
sells an assortment of domestics merchandise and home furnishings, which
include food, giftware, health and beauty care items, and infant and toddler
merchandise. As of February 27, 2010, Bed Bath & Beyond Inc. operated 1,100
stores located in 49 states, the District of Columbia, Puerto Rico and
Canada, including 965 BBB stores operating in 49 states, the District of
Columbia, Puerto Rico and Canada; 61 CTS stores operating in 15 states; 45
Harmon stores operating in three states, and 29 buybuy BABY stores operating
in 14 states. ”

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 Rogers Communications Inc. (USA)
Stock ticker RCI
Live stock price [stckqut]RCI[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Fair
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $1.61
Target stock price (averages with growth) $2.41
Target stock price (averages with no growth) $3.5
Target stock price (manual assumptions) $18.52

“Rogers Communications Inc. (Rogers) is a diversified Canadian communications
and media company with its operations in Canada. The Company is engaged in
wireless voice and data communications services through Canada’s Wireless
provider. Through Cable, it is a provider of cable television services, as
well as high-speed Internet access, telephony services and video retailing.
Through Media, it is engaged in radio and television broadcasting, televised
shopping, magazines and trade publications, and sports entertainment. Rogers
operates under three segments: wireless, cable and media. On May 31, 2009,
the Company acquired K-Rock 1057 Inc. ”


Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.