By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name Morningstar, Inc.
Stock ticker MORN
Live stock price [stckqut]MORN[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $54.02
Target stock price (averages with growth) $62.31
Target stock price (averages with no growth) $53.1
Target stock price (manual assumptions) $55.17

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

Morningstar, Inc. (Morningstar) is a provider of independent investment research to investors around the world. The Company offers a line of data, software, and research products for individual investors, financial advisors, and institutional clients through its Investment Information segment. Its also provides asset management services for advisors, institutions, and retirement plan participants. In addition to its United States-based products and services, the Company offers local versions of its products designed for investors in Asia, Australia, Canada, Europe, Japan, and South Africa. The Company operates its business in two segments: Investment Information, which includes all of its data, software, and research products and services, and Investment Management, which includes all of its asset management operations, which operate as registered investment advisors. It serves approximately 7.4 million individual investors, 245,000 financial advisors, and 4,200 institutional clients.

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

By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name Eaton Corporation
Stock ticker ETN
Live stock price [stckqut]ETN[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Fair
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $76.3
Target stock price (averages with growth) $69.33
Target stock price (averages with no growth) $49.1
Target stock price (manual assumptions) $58.07

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

Eaton Corporation (Eaton) is a diversified power management company. It is engaged in the manufacturing of electrical components and systems for power quality, distribution and control; hydraulics components, systems and services for industrial and mobile equipment; aerospace fuel, hydraulics and pneumatic systems for commercial and military use, and truck and automotive drivetrain and powertrain systems for performance, fuel economy and safety. On January 1, 2011, it closed the acquisition of the Tuthill Coupling Group, which is a division of the Tuthill Corporation. It has five segments: Electrical Americas and Electrical Rest of World; Hydraulics; Aerospace; Truck, and Automotive. On October 12, 2010, it acquired Chloride Phoenixtec Electronics. On October 1, 2010, it acquired CopperLogic, Inc. On August 25, 2010, it acquired Wright Line Holding, Inc. On July 15, 2010, it acquired EMC Engineers, Inc. In May 2011, it acquired Internormen Technology 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.

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments
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 Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $158.64
Target stock price (averages with growth) $138.3
Target stock price (averages with no growth) $92.44
Target stock price (manual assumptions) $117.65

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

Cummins Inc. designs, manufactures, distributes and services diesel and natural gas engines, electric power generation systems and engine-related component products, including filtration, exhaust aftertreatment, fuel systems, controls and air handling systems. The Company sells its products to original equipment manufacturers (OEMs), distributors and other customers worldwide. It has four segments: Engine, Power Generation, Components and Distribution. It serves its customers through a network of more than 600 company owned and independent distributor locations and more than 6,000 dealer locations in more than 190 countries and territories. In November 2010, it purchased a majority interest in a previously independent North American distributorship. On January 4, 2010, it acquired the 70% interest in Cummins Western Canada (CWC). In April 2011, the Company sold its exhaust business to Global Tube.

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

By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name VASCO Data Security International, Inc.
Stock ticker VDSI
Live stock price [stckqut]VDSI[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $16.06
Target stock price (averages with growth) $13.78
Target stock price (averages with no growth) $8.99
Target stock price (manual assumptions) $11.13

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

VASCO Data Security International, Inc., incorporated in 1997, through its operating subsidiaries, designs, develops, markets and supports open standards-based hardware and software security systems that manage and secure access to information assets. The Company designs, develops, markets and supports Strong User Authentication and Public Key Infrastructure (PKI) products and services for employee and consumer security, e-business and e-commerce. The Company?s VACMAN Controller supports multiple authentication technologies, including passwords, dynamic password technology, electronic signatures, digital signatures, certificates and biometrics, on one platform. Its client side strong user authentication is delivered through its hardware and software DIGIPASS security products (collectively DIGIPASSES). The Company?s other product line includes IDENTIKEY, aXs GUARD and DIGIPASS as a Service (DaaS).

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.

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name Silicon Graphics International Corp
Stock ticker SGI
Live stock price [stckqut]SGI[/stckqut]
Confident Investor Rating Poor

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

Silicon Graphics International Corp., formerly Rackable Systems Inc., is a provider of clustered computing and storage, high-performance compute and storage, and data center technologies integrated with a choice of software, customer support services and professional services. It develops, markets and sells a range of low cost, mid-range and high-end computing servers and data storage, as well as differentiating software. It sells data center infrastructure products purpose-built for large-scale data center deployments. The Company groups its products into six categories: Scale Up Servers, Scale Out Servers, Workgroup Servers, Data Storage Systems, Software and Data Center Infrastructure. On May 8, 2009, the Company completed the acquisition of all of the assets of Silicon Graphics, Inc. On February 23, 2010, the Company completed the acquisition of substantially all the assets of Copan Systems, 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.