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Company name Mentor Graphics Corp
Stock ticker MENT
Live stock price [stckqut]MENT[/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) $22.76
Target stock price (averages with growth) $29.73
Target stock price (averages with no growth) $21.97
Target stock price (manual assumptions) $19.44

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

Mentor Graphics Corporation is a supplier of electronic design automation (EDA) tools – computer software and emulation hardware systems used to automate the design, analysis, and testing of electro-mechanical systems, electronic hardware, and embedded systems software in electronic systems and components. The Company markets its products and services worldwide, primarily to companies in the military and aerospace, communications, computer, consumer electronics, semiconductor, networking, multimedia, and transportation industries. The Company sells and licenses its products through its direct sales force and a channel of distributors and sales representativesThe electronic components and systems that the Company’s customers create with its products include printed circuit boards (PCBs), integrated circuits (ICs), field programmable gate arrays (FPGAs), embedded software solutions, wire harness systems, and computers. In January 2012, the Company acquired the Flowmaster Group.

 

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 Mercer International Inc.
Stock ticker MERC
Live stock price [stckqut]MERC[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Poor
P/E growth Fair
EBIT growth Poor

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $0.28
Target stock price (averages with growth) $0.44
Target stock price (averages with no growth) $0.79
Target stock price (manual assumptions) $4.36

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

Mercer Inc. (Mercer) operates in the pulp business and is the producer of market northern bleached softwood kraft (NBSK) pulp. The Company’s operations are located in Eastern Germany and Western Canada. The Company produces pulp for resale, which include market pulp in Germany. The Company operates three NBSK pulp mills with a consolidated annual production capacity of approximately 1.5 million air-dried metric tons. The mills include Rosenthal mill, Celgar mill and Stendal mill. The mills constitute to the Company’s individual pulp mills segment. The Company manufactures and sells NBSK pulp produced from wood chips and pulp logs. During the year ended December 31, 2011, the Company’s mills generated 652,113 megawatt hours, 520,005 megawatt hours and 478,674 megawatt hours, respectively, of surplus energy, primarily from a renewable carbon-neutral source. During the year ended December 3, 2011, the Company sold 652,113 megawatt hours and 520,005 megawatt hours of surplus energy.

 

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 GeoResources, Inc.
Stock ticker GEOI
Live stock price [stckqut]GEOI[/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) $57.6
Target stock price (averages with growth) $49.13
Target stock price (averages with no growth) $31.77
Target stock price (manual assumptions) $56.24

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

GeoResources, Inc. is an independent oil and gas company engaged in the acquisition and development of oil and natural gas reserves through a diversified program, which includes purchases of reserves, re-engineering, development and exploration activities primarily focused in Texas, the Gulf Coast and the Williston Basin areas of the United States. The Company is the operator of properties containing approximately 75% of its proved oil and gas reserves. As of December 31, 2011, the Company was focused on three plays, being the Bakken and Three Forks formations in the Williston Basin, the Eagle Ford trend in Texas and the Austin Chalk trend in Texas. Production during the year ended December 31, 2011, totaled 1,924 MBOE or 5,270 barrel of oil equivalent (BOE) per day, of which 64% was oil. On February 29, 2012, it acquired producing wells and acreage in the Austin Chalk trend of east Texas in the Brookeland field area.

 

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 PAR Technology Corporation
Stock ticker PAR
Live stock price [stckqut]PAR[/stckqut]
Confident Investor Rating Poor

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

PAR Technology Corporation (PAR) conducts business in two business segments: Hospitality and Government. The Hospitality segment offers integrated solutions to the hospitality industry. These offerings include hardware and software applications for restaurants, hotels, resorts and spas. This segment also offers customer support, including field service, installation, twenty-four hour telephone support and depot repair. The Government segment performs complex technical studies, analysis, and experiments, develops solutions, and provides on-site engineering in support of advanced defense, security, and aerospace systems. The Company’s subsidiary PAR Springer-Miller Systems, Inc (PSMS), provides guest-centric property management solutions to hotels, resorts, spas, casinos, and other hospitality properties worldwide. On January 12, 2012, PAR completed the asset sale of its subsidiary, PAR Logistics Management Systems (PAR LMS), to ORBCOMM 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. It is not possible to confidently invest in a company that is not currently profitable.

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Company name OmniVision Technologies, Inc.
Stock ticker OVTI
Live stock price [stckqut]OVTI[/stckqut]
P/E compared to competitors Good

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) $23.02
Target stock price (averages with growth) $37.99
Target stock price (averages with no growth) $35.27
Target stock price (manual assumptions) $19.06

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

OmniVision Technologies, Inc. (OmniVision), incorporated in May 1995, designs, develops and markets semiconductor image-sensor devices. The Company’s main products, image-sensing devices, which it refers to as CameraChip image sensors, capture an image electronically and are used in a number of consumer and commercial mass-market applications. OmniVision’s CameraChip image sensors are manufactured using the complementary metal oxide semiconductor (CMOS), fabrication process and are predominantly single-chip solutions that integrate several distinct functions including image capture, image processing, color processing, signal conversion and output of a fully processed image or video stream. It has also integrated its CameraChip image sensors with wafer-level optics, which it refers to as CameraCube imaging devices. In March 2011, the Company acquired certain image sensor-related patents and patent applications from Eastman Kodak Company.

 

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.