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Company name Compania de Minas Buenaventura SA (ADR)
Stock ticker BVN
Live stock price [stckqut]BVN[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $71.94
Target stock price (averages with growth) $76.27
Target stock price (averages with no growth) $64.26
Target stock price (manual assumptions) $69.65

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

Compania de Minas Buenaventura SAA (Buenaventura) is a Peru-based mining company engaged in the exploration, exploitation, processing and sale of gold and silver, as well as other metals and minerals. It operates seven mining units located in Peru: Julcani, Recuperada, Orcopampa, Poracota, Uchucchacua, Antapite and Ishihuinca. Through Sociedad Minera El Brocal SAA (El Brocal) and Compania de Exploraciones, Desarrollo e Inversiones Mineras SAC (Cedimin), the Company is involved in the operation of the Shila-Paula, Marcapunta and Colquijirca mines. It also owns electric power transmission company, electric power generation company and engineering services consulting company, as well as has interest in other mining companies, including a 43.65% interest in Yanacocha, a Peruvian partnership, which operates South America’s gold mine, and 19.26% stake in Cerro Verde, a Peruvian company that operates a copper mine located in the south of Peru.

Confident Investor comments: Few companies have this much green showing on the metric scorecard. 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 Goldcorp Inc. (USA)
Stock ticker GG
Live stock price [stckqut]GG[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $75.68
Target stock price (averages with growth) $157.71
Target stock price (averages with no growth) $160.07
Target stock price (manual assumptions) $74.78

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

Goldcorp Inc. (Goldcorp) a gold producer engaged in the operation, exploration, development and acquisition of precious metal properties in Canada, the United States, Mexico and Central and South America. As of December 31, 2010, the Company?s producing mining properties were consisted of the Red Lake, Porcupine and Musselwhite gold mines in Canada; the Penasquito gold/silver/lead/zinc mine which was commissioned on September 1, 2010, Los Filos and El Sauzal gold mines in Mexico; the Marlin gold/silver mine in Guatemala; the Alumbrera gold/copper mine (37.5% interest) in Argentina; the Marigold (66.7% interest,; and Wharf gold mines in the United States. . On October 20, 2010, the Company completed the sale of its remaining 58.1% interest in Terrane Metals Corp. On December 29, 2010, the Company completed the acquisition of Andean Resources Limited. On February 8, 2011, the Company disposed of its 10.1% interest in Osisko Mining Corporation (Osisko).

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.  It is quite rare for a company to score as Good in all of the metrics that I monitor so unless you already have a strong exposure to this sector, you should consider investing here.

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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name Volterra Semiconductor Corporation
Stock ticker VLTR
Live stock price [stckqut]VLTR[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $39.55
Target stock price (averages with growth) $83.41
Target stock price (averages with no growth) $86.68
Target stock price (manual assumptions) $37.08

The following company description is from Google Finance: http://www.google.com/finance?q=vltr Volterra Semiconductor Corporation (Volterra) designs, develops and markets analog and mixed-signal power management semiconductors for the computing, storage, networking and consumer markets. Its products are integrated voltage regulator semiconductors and scalable voltage regulator semiconductor chipsets that transform, regulate, deliver and monitor the power consumed by digital semiconductors. Through the Company?s power system architecture and mixed-signal design techniques, it has integrated power, analog and digital circuits onto a single complementary metal oxide silicon (CMOS), semiconductor, thereby eliminating the need for a large number of discrete components required by conventional power management solutions.

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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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name Royal Gold, Inc.
Stock ticker RGLD
Live stock price [stckqut]RGLD[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $92.89
Target stock price (averages with growth) $86.02
Target stock price (averages with no growth) $52.99
Target stock price (manual assumptions) $60.16

The following company description is from Google Finance: http://www.google.com/finance?q=rgld Royal Gold, Inc. (Royal Gold) together with its subsidiaries, is engaged in the business of acquiring and managing precious metals royalties and similar interests derived from production. The Company focuses to acquire existing royalties or to finance projects that are in production or in development stage in exchange for royalty interests. As of June 30, 2010, the Company owns royalties on 33 producing properties, 23 development stage properties and over 130 exploration-stage properties, of which the Company considers 37 to be evaluation stage projects.32 producing properties. On January 25, 2010, Royal Gold acquired an interest in the gold produced from the sulfide portion of the Andacollo project in Chile (Andacollo Royalty). On February 22, 2010, the Company, through RG Exchangeco Inc., wholly owned Canadian subsidiary of Royal Gold acquired all of International Royalty Corporation (IRC).

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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Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name Compania de Minas Buenaventura SA (ADR)
Stock ticker BVN
Live stock price [stckqut]BVN[/stckqut]
P/E compared to competitors Fair
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) $70.96
Target stock price (averages with growth) $67.31
Target stock price (averages with no growth) $50.33
Target stock price (manual assumptions) $55.09

The following company description is from Google Finance: http://www.google.com/finance?q=bvn
Compania de Minas Buenaventura S.A.A. (Buenaventura) is a precious metals company engaged in the exploration, mining and processing of gold, silver and other metals in Peru. The Company operates in the Julcani, Recuperada, Orcopampa, Poracota, Uchucchacua, Antapite and Ishihuinca mines and have interests in other two mining companies, which operate the Colquijirca, Marcapunta and Shila-Paula mines. It also owns electric power transmission company and an engineering services consulting company and have interests in other mining companies, including an ownership interest in Yanacocha, a Peruvian partnership, which operates South America?s gold mine, and Cerro Verde, a Peruvian company that operates a copper mine located in the south of Peru.

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