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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 Ebix, Inc.
Stock ticker EBIX
Live stock price [stckqut]EBIX[/stckqut]
P/E compared to competitors Good
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) $42.22
Target stock price (averages with growth) $54.26
Target stock price (averages with no growth) $33.71
Target stock price (manual assumptions) $39.7

The following company description is from Google Finance: http://www.google.com/finance?q=ebix
Ebix, Inc. (Ebix) is an international supplier of software and e-commerce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development for all entities involved in the insurance and financial industries. The Company operates in four segments: Exchanges, Carrier Systems, Broker Systems and Business Process Outsourcing. Effective October 1, 2009, Ebix acquired E-Z Data, Inc. (E-Z Data). Effective October 1, 2009, the Company acquired Peak Performance Solutions, Inc. (Peak). Effective May 1, 2009, Ebix acquired Facts, Inc. (Facts). In May 2010, the Company acquired Connective Technologies, Inc. In February 2011, the Company announced the closing of the merger of A.D.A.M., Inc. with a wholly owned subsidiary of Ebix.

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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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 Alexion Pharmaceuticals, Inc.
Stock ticker ALXN
Live stock price [stckqut]ALXN[/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) $145.74
Target stock price (averages with growth) $211.41
Target stock price (averages with no growth) $116.75
Target stock price (manual assumptions) $112.48

The following company description is from Google Finance: http://www.google.com/finance?q=alxn
Alexion Pharmaceuticals, Inc. (Alexion) is a biopharmaceutical company, which is engaged in the discovery, development and commercialization of biologic therapeutic products aimed at treating patients with severe and life-threatening disease states, including hematologic, kidney and neurologic diseases, transplant rejection, cancer and autoimmune disorders. Its marketed product Soliris (eculizumab) is a therapy approved for the treatment of patients with paroxysmal nocturnal hemoglobinuria (PNH). In April 2009 and August 2009, the United States food and drug administration (FDA) and the European Commission (E.C.), respectively, granted Soliris orphan drug designation for the treatment of patients with atypical Hemolytic Uremic Syndrome (aHUS). In December 2009, its Rhode Island manufacturing facility received regulatory approval from the E.C. for the production of Soliris.

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 Sino-Global Shipping America, Ltd.
Stock ticker SINO
Live stock price [stckqut]SINO[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=sino
Sino-Global Shipping America, Ltd. is a shipping agency service provider in People?s Republic of China. The Company has offices in the United States in Flushing, New York, Perth, Australia and Hong Kong. Through these offices, the Company coordinates its clients? shipping needs, including preparing documents, husbanding vessels, working through customs issues, coordinating matters with port authorities, overseeing and settling cargo claims, tracking shipments, recommending trucking, warehousing and complementary services. Its principal geographic market is in the People?s Republic of China. The Company through Trans Pacific Shipping Limited (Trans Pacific) acquired a 90% interest in Trans Pacific Logistics Shanghai, Ltd., which provides freight forwarder services in Shanghai. On November 6, 2009, the Company through Trans Pacific acquired a 40% interest in Sino-Global Shipping Agency Development Co., Ltd. in Beijing.

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 General Dynamics Corporation
Stock ticker GD
Live stock price [stckqut]GD[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Fair
P/E growth Poor
EBIT growth Fair
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $52.07
Target stock price (averages with growth) $65.26
Target stock price (averages with no growth) $65.37
Target stock price (manual assumptions) $54.01

“General Dynamics Corporation (General Dynamics) offers a portfolio of
products and services in business aviation; combat vehicles, weapons systems
and munitions; shipbuilding design and construction, and information
systems, technologies and services. General Dynamics operates through four
business groups: Aerospace, Combat Systems, Marine Systems, and Information
Systems and Technology. The Company?s primary customers are the United
States Department of Defense and the intelligence community. It has also
developed relationships with other United States Government customers,
including the Department of Homeland Security and several first-responder
agencies. On September 2, 2009, General Dynamics Advanced Information
Systems, a business unit of General Dynamics, completed the acquisition of
Axsys Technologies, Inc. In May 2010, the Company acquired EBV Explosives
Environmental Company. ”

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