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Company name Crown Castle International Corp.
Stock ticker CCI
Live stock price [stckqut]CCI[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=cci
Crown Castle International Corp. (CCIC) owns, operates and leases towers and other communication structures (collectively, towers), for wireless communications. The Company’s core business is renting space on its towers via long-term contracts in various forms, including license, sublease and lease agreements. Its towers can accommodate multiple customers (co-location) for antennas and other equipment necessary for the transmission of wireless signals for mobile telephones and other devices. Revenues derived from this site rental business represented 92% of CCIC’s consolidated revenues during the year ended December 31, 2009. It conducts its operations principally through subsidiaries of Crown Castle Operating Company (CCOC), including certain subsidiaries that operate its tower portfolios in the United States, Puerto Rico and Canada (collectively referred to as CCUSA), and a 77.6% owned subsidiary that operates its Australia tower portfolio (referred to as CCAL).

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 Barrick Gold Corporation (USA)
Stock ticker ABX
Live stock price [stckqut]ABX[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $0.58
Target stock price (averages with growth) $5.55
Target stock price (averages with no growth) $15.4
Target stock price (manual assumptions) $41.8

The following company description is from Google Finance: http://www.google.com/finance?q=abx
Barrick Gold Corporation (Barrick) is engaged the production and sale of gold, as well as related activities, such as exploration and mine development. Barrick also produces copper, and hold interests in oil and gas properties located in Canada. Its producing mines are concentrated in four regional business units: North America, South America, Africa and Australia Pacific. In addition, it has a Capital Projects segment, distinct from its regional business units, to focus on managing projects. On September 17, 2009, the Company completed the acquisition of 50% interest in the Valhalla oil and gas field. On April 22, 2009, it completed the acquisition of the remaining 50% interest in the Williams and David Bell gold mines (Hemlo) in Canada from Teck Resources Ltd., thereby increasing its interest to 100%.


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. Jim Cramer interviewed the CEO of this company yesterday and Mr. Cramer seems rather bullish. While this company isn’t a terrible play in gold, this analysis shows that they aren’t incredibly well run and you may want to just stick with the gold ETF [stckqut]GLD[/stckqut] for your precious metal play. I cannot echo Mr. Cramer’s enthusiasm for this company.

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Company name Cummins Inc.
Stock ticker CMI
Live stock price [stckqut]CMI[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $172.28
Target stock price (averages with growth) $184.67
Target stock price (averages with no growth) $112.45
Target stock price (manual assumptions) $114.77

The following company description is from Google Finance: http://www.google.com/finance?q=cmi
Cummins Inc. is engaged in the designing, manufacturing, distributing and servicing diesel and natural gas engines, electric power generation systems and engine-related component products, including filtration and exhaust after treatment, fuel systems, controls and air handling systems. The Company sells its products to the original equipment manufacturers (OEMs), distributors and customers globally. The Company serves its customers through a network of more than 500 Company-owned and independent distributor locations and approximately 5,200 dealer locations in more than 190 countries and territories. The Company operates in four business segments: engine segment, power generation segment, components segment and the distribution segment. In January 2010 the Company purchased an additional 50% ownership interest in Cummins Western Canada.


Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. I know that some people invest in this company as a “green” play but I cannot sanction that strategy. Also, even though the company’s target stock price is higher than it is currently trading, I cannot recommend this stock as a confident investment.


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Company name HealthStream, Inc.
Stock ticker HSTM
Live stock price [stckqut]HSTM[/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) $11.32
Target stock price (averages with growth) $18.07
Target stock price (averages with no growth) $14.85
Target stock price (manual assumptions) $12.05

The following company description is from Google Finance: http://www.google.com/finance?q=hstm
HealthStream, Inc. (HealthStream) provides Internet-based learning and research solutions to meet the training, information, and education needs of the healthcare industry. The Company?s learning products are used by healthcare organizations to meet a range of their training and assessment needs, while its research products provide its customers information about patients? experiences, workforce challenges, physician relations, and community perceptions of their services. HealthStream?s customers include healthcare organizations, pharmaceutical and medical device companies, and other participants in the healthcare industry. Its customer base across both learning and research business units includes over 2,500 healthcare organizations (predominately acute-care facilities) throughout the United States. It delivers educational and training courseware to its customers through the HLC platform.

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