Company name Polycom Inc
Stock ticker PLCM
Live stock price [stckqut]PLCM[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $20.61
Target stock price (averages with growth) $30.17
Target stock price (averages with no growth) $25.62
Target stock price (manual assumptions) $18.58

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

Polycom, Inc. is a provider of unified communications (UC) solutions and a provider of telepresence, video, voice and infrastructure solutions based on open standards. With Polycom RealPresence video and voice solutions, from infrastructure to endpoints, people all over the world can collaborate face-to-face without being in the same physical location. The Company has three operating segments: Americas, which consist of North, Central and Latin Americas; Europe, Middle East and Africa, and Asia Pacific. The products and solutions include Network Infrastructure, UC Group Systems and UC Personal Devices, which includes desktop video devices and wireless local area network products. On March 21, 2011, the Company acquired Accordent Technologies, Inc. On July 27, 2011, it acquired Hewlett-Packard Company’s (HP) Visual Collaboration (HPVC) business, including the Halo Products and Managed Services business. On October 14, 2011, it acquired ViVu, Inc.

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.

Company name ArcelorMittal (ADR)
Stock ticker MT
Live stock price [stckqut]MT[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $26.64
Target stock price (averages with growth) $52.74
Target stock price (averages with no growth) $51.76
Target stock price (manual assumptions) $26.88

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

ArcelorMittal SA is a Luxembourg-based company involved in the mining and steel industry. In 2011, the Company had crude steel production of 91.9 million tones. In 2011 the Company has 29 mining operations. It operates in divisions: Flat Carbon Americas; Flat Carbon Europe, Long Carbon Americas and Europe; Asia, Africa and Commonwealth of Independent States (CIS) (AACIS), and Distribution Solutions. The Company’s portfolio of products includes finished, semi-finished, long and flat products, such as slabs, hot-rolled coil, cold-rolled coil, coated steel products, tinplate and heavy plate, as well as billets, blooms, rebars, wire rod, sections, rails, sheet piles and drawn wire. Its products are sold to the steel-consuming industries including automotive, heavy machinery, pipes and tubes, construction, packaging and appliances. It operates through numerous subsidiaries in the United States, Canada, Brazil, France, Germany, Kazakhstan, Ukraine, South Africa, among others.

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.

Company name Rexam PLC (ADR)
Stock ticker REXMY
Live stock price [stckqut]REXMY[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $52.39
Target stock price (averages with growth) $287.07
Target stock price (averages with no growth) $413.68
Target stock price (manual assumptions) $39.17

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

Rexam PLC is a global consumer packaging company. The Company’s two operations are Beverage Cans and Plastic Packaging. Beverage Cans is a global beverage can maker consisting of three regional businesses: Europe & Asia, North America and South America. Plastic Packaging is a global player in rigid plastic packaging. As of December 31, 20101, Plastic Packaging had two divisions: Healthcare and Personal Care.

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.  There is quite a bit to like about this company but because of some fundamentals, you may be able to find better investment options.

 

Company name Park National Corporation
Stock ticker PRK
Live stock price [stckqut]PRK[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $102.02
Target stock price (averages with growth) $109.17
Target stock price (averages with no growth) $92.78
Target stock price (manual assumptions) $70.42

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

Park National Corporation (Park) is a bank holding company. Park operates in two segments: The Park National Bank (Park National Bank) and SE Property Holdings, LLC (SE LLC). During the year ended December 31, 2011, the Company formed SE LLC to purchase other real estate owned (OREO) from the Company’s wholly owned subsidiary, Vision Bank and continue to market such properties for sale. During 2011, and until February 16, 2012, Park’s banking operations were conducted through two subsidiary banks: Park National Bank and Vision Bank. On February 16, 2012, the Company and Vision Bank, a state-chartered bank, completed their sale of substantially all of the performing loans, operating assets and liabilities associated with Vision Bank to Centennial Bank, a state-chartered bank which is a wholly owned subsidiary of Home BancShares, Inc. Following the closing of the transactions, Vision Bank merged with and into SE LLC, with SE LLC being the surviving entity.

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.

Company name Wells Fargo & Company
Stock ticker WFC
Live stock price [stckqut]WFC[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $52.07
Target stock price (averages with growth) $63.29
Target stock price (averages with no growth) $48.65
Target stock price (manual assumptions) $33.84

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

Wells Fargo & Company is a bank holding company. The Company is a diversified financial services company. It has three operating segments: Community Banking Wholesale Banking and Wealth, Brokerage and Retirement. The Company provides retail, commercial and corporate banking services through banking stores and offices, the Internet and other distribution channels to individuals, businesses and institutions in 50 states, the District of Columbia and in other countries. The Company provides other financial services through subsidiaries engaged in various businesses, principally wholesale banking, mortgage banking, insurance agency and brokerage services, mortgage-backed securities servicing and venture capital investment. In September 2011, the Company acquired ISU Stetson-Beemer Insurance. On February 1, 2012, the Company acquired Burdale Financial Holdings Limited and the portfolio of Burdale Capital Finance Inc. from Bank of Ireland.

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.