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Company name RightNow Technologies
Stock ticker RNOW
Live stock price [stckqut]RNOW[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $47.08
Target stock price (averages with growth) $52.04
Target stock price (averages with no growth) $23.64
Target stock price (manual assumptions) $47.6

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

RightNow Technologies, Inc. (RightNow) provides RightNow CX, an on-demand (cloud-based) suite of software and services. RightNow?s technology enables an organization’s service, marketing and sales personnel to leverage a common application platform to deliver service, to market and to sell via the phone, e-mail, Web, chat and social interactions. The Company?s Professional Services group combines project management (RightNow Project Methodology) with technical and business-focused consulting services to its clients. On September 15, 2009, the Company acquired HiveLive, Inc. (HiveLive). HiveLive is an enterprise-class social platform provider with a platform for customer support, engagement and loyalty, and ideation communities.

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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Orient-Express Hotels Ltd. – $OEH – Confident Investor Rating: Poor

Company name Orient-Express Hotels Ltd.
Stock ticker OEH
Live stock price [stckqut]OEH[/stckqut]
Confident Investor Rating Poor

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

Orient-Express Hotels Ltd. (OEH), is a hotel and leisure company, operating in 24 countries, across five continents. The Company owns or part-owns 50 properties (all of which it manages), consisting of 41 individual deluxe hotels, including two hotels in Sicily purchased in January 2010, one stand-alone restaurant, six tourist trains and two river/canal cruise businesses. The Company also has several real estate developments adjoining some of its hotels. OEH’s worldwide portfolio of hotels consists of 3570 individual guest rooms and suites.

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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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 JPMorgan Chase & Co.
Stock ticker JPM
Live stock price [stckqut]JPM[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Fair
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $71.52
Target stock price (averages with growth) $92.88
Target stock price (averages with no growth) $81.01
Target stock price (manual assumptions) $47.64

The following company description is from Google Finance: http://www.google.com/finance?q=jpm
JPMorgan Chase & Co. (JPMorgan Chase) is a financial holding company. JPMorgan Chase?s principal bank subsidiaries are JPMorgan Chase Bank, National Association (JPMorgan Chase Bank, N.A.), a national bank with United States branches in 23 states, and Chase Bank USA, National Association (Chase Bank USA, N.A.), a national bank that is the Firm?s credit card-issuing bank. JPMorgan Chase?s principal nonbank subsidiary is J.P. Morgan Securities LLC (JPMorgan Securities), the Firm’s United States investment banking firm. The bank and nonbank subsidiaries of JPMorgan Chase operate nationally, as well as through overseas branches and subsidiaries, representative offices and subsidiary foreign banks. The Company’s activities are organized into six business segments: Investment Bank, Retail Financial Services (RFS), Card Services (CS), Commercial Banking (CB), Treasury & Securities Services (TSS) and Asset Management (AM).

 

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 ANSYS, Inc.
Stock ticker ANSS
Live stock price [stckqut]ANSS[/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) $86.15
Target stock price (averages with growth) $114.59
Target stock price (averages with no growth) $83.22
Target stock price (manual assumptions) $81.54

The following company description is from Google Finance: http://www.google.com/finance?q=anss
ANSYS, Inc. (ANSYS) develops and markets engineering simulation software and technologies widely used by engineers and designers across a spectrum of industries, including aerospace, automotive, manufacturing, electronics, biomedical, energy and defense. The Company focuses on the development of open and flexible solutions that enable users to analyze designs directly on the desktop, providing a common platform for product development, from design concept to final-stage testing and validation. The Company distributes its ANSYS suite of simulation technologies through a global network of resellers and distributors (collectively, channel partners) and direct sales offices in global locations. The Company?s product portfolio consists of ANSYS Workbench, Multiphysics, Structural Mechanics, Fluid Dynamics, Explicit Dynamics, Electromagnetics, System and Circuit Simulation, Simulation Process & Data Management, Academic, High-Performance Computing and Geometry Interfaces.

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 Ellomay Capital Ltd.
Stock ticker EMYCF
Live stock price [stckqut]EMYCF[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=emycf
Ellomay Capital Ltd. (Ellomay) is focused on identifying and evaluating business opportunities and alternatives, including through the acquisition of all or part of an existing business, pursuing business combinations or otherwise. The Company focuses on making investments is the photovoltaic market. The Company was a supplier of wide format and super-wide format digital printing systems worldwide.

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.