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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 First Financial Bancorp
Stock ticker FFBC
Live stock price [stckqut]FFBC[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $24.57
Target stock price (averages with growth) $25
Target stock price (averages with no growth) $17.73
Target stock price (manual assumptions) $15.84

The following company description is from Google Finance: http://www.google.com/finance?q=ffbc
First Financial Bancorp (First Financial) is a bank holding company. First Financial engages in the business of commercial banking and other banking and banking-related activities through its wholly owned subsidiary, First Financial Bank, National Association (Bank). Financial Capital Advisors LLC (FFCA) is First Financial?s registered investment advisor and assists the Bank with the investment management of trust assets. The range of banking services provided by First Financial to individuals and businesses includes commercial lending, real estate lending and consumer financing. During the year ended December 31, 2009, First Financial acquired the banking operations of Peoples Community Bank (Peoples), Irwin Union Bank and Trust Company (Irwin Union Bank) and Irwin Union Bank, F.S.B. (Irwin FSB) (collectively, Irwin). The company also acquired three Indiana banking centers, including related deposits and loans, from Irwin in a separate and unrelated transaction.

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 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 eBay Inc.
Stock ticker EBAY
Live stock price [stckqut]EBAY[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Fair
EPS growth Good
P/E growth Fair
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $47.15
Target stock price (averages with growth) $62.52
Target stock price (averages with no growth) $53.61
Target stock price (manual assumptions) $37.37

The following company description is from Google Finance: http://www.google.com/finance?q=ebay
eBay Inc. (eBay) bring together buyers and sellers every day on a local, national and international basis through a range of Websites. The Company provides online marketplaces for the sale of goods and services, as well as other online commerce, or ecommerce, platforms and online payment solutions to a diverse community of individuals and businesses. The Company operates in two business segments: marketplaces and payments. eBay generates two types of net revenues: net transaction revenues, marketing services and other revenues. Its net transaction revenues are derived from listing fees and final value fees, which are fees payable on transactions completed on its marketplaces trading platforms, and fees paid by merchants for payment processing services. In June 2010, the Company acquired RedLaser, the barcode scanning application for iPhone and related technology from Occipital. In December 2010, the Company acquired Critical Path Software.

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 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.

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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 Deckers Outdoor Corporation
Stock ticker DECK
Live stock price [stckqut]DECK[/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) $134
Target stock price (averages with growth) $193.44
Target stock price (averages with no growth) $125.55
Target stock price (manual assumptions) $124.53

The following company description is from Google Finance: http://www.google.com/finance?q=deck
Deckers Outdoor Corporation is engaged in designing, producing, marketing and brand managing of footwear and accessories. The Company sells its products, including accessories, such as handbags, headwear, packs and outerwear, through domestic retailers and international distributors and directly to the consumers, both domestically and internationally, through its Websites, call centers, retail concept stores and retail outlet stores. The Company markets its products under three brands: UGG, Teva and Simple. The Company acquired 100% of the ownership interest of Ahnu, Inc. in March 2009.

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