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 DeVry Inc.
Stock ticker DV
Live stock price [stckqut]DV[/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) $79.83
Target stock price (averages with growth) $125.43
Target stock price (averages with no growth) $114.7
Target stock price (manual assumptions) $65.79

The following company description is from Google Finance: http://www.google.com/finance?q=dv
DeVry Inc. (DeVry) is a provider of educational services and the parent organization of Advanced Academics, Becker Professional Education, Carrington College and Carrington College California, Chamberlain College of Nursing, DeVry Brasil, DeVry University, and Ross University. These institutions offer a range of programs in business, healthcare and technology and serve students in middle school through postsecondary education, as well as accounting and finance professionals. DeVry University provides bachelor?s and master?s degree programs in technology; science, business and the arts. DeVry University is a private, degree-granting, regionally accredited, higher education systems in North America. Ross University is a provider of medical and veterinary medical education. Chamberlain College of Nursing offers associate, bachelor?s, master?s and degree completion programs in nursing at its seven campuses in the United States and online.

Confident Investor comments: This is the first company in this Watch List refresh series that has stopped being a Good Company. 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. If you already have built up an investment in this company, you may want to consider holding it and not add anymore.

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.