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Company name Landstar System, Inc.
Stock ticker LSTR
Live stock price [stckqut]LSTR[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $68.25
Target stock price (averages with growth) $94.31
Target stock price (averages with no growth) $72.47
Target stock price (manual assumptions) $74.49

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

Landstar System, Inc. (Landstar) is a non-asset based provider of freight transportation services and supply chain solutions. The Company offers services to its customers across multiple transportation modes. Landstar provides services throughout the United States and Canada and between the United States and Canada, Mexico and other countries globally. The Company�s services are delivered through a network of independent commission sales agents and third party capacity providers linked together by a series of information technology systems, which are provided and coordinated by the Company. Landstar utilizes third party capacity providers to transport and store customers’ freight. The Company operates in two segments: the transportation logistics segment and the insurance segment.

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.

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Company name Harris Corporation
Stock ticker HRS
Live stock price [stckqut]HRS[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Fair
EPS growth Fair
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $45.06
Target stock price (averages with growth) $55.13
Target stock price (averages with no growth) $50.94
Target stock price (manual assumptions) $41.27

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

Harris Corporation (Harris), together with its subsidiaries, is an international communications and information technology company serving government and commercial markets in more than 150 countries. The Company operates in three segments: RF Communications segment, Government Communications Systems segment and Broadcast Communications segment. Its RF Communications segment consists of its tactical radio communications and public safety and professional communications businesses. Its Government Communications Systems segment consists of its defense programs, national intelligence programs, civil programs and information technology (it) services businesses. Its Broadcast Communications segment consists of its workflow, infrastructure and networking solutions, media and transmission systems businesses. On May 28, 2010, the Company acquired privately held SignaCert, Inc. In April 2011, the Company completed the acquisition of Global Connectivity Services business.

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.

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Company name Stewart Enterprises, Inc.
Stock ticker STEI
Live stock price [stckqut]STEI[/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) $9.36
Target stock price (averages with growth) $11.85
Target stock price (averages with no growth) $9.55
Target stock price (manual assumptions) $9.08

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

Stewart Enterprises, Inc. is a provider of funeral and cemetery products and services in the death care industry in the United States. Through its subsidiaries, it provide a range of funeral and cremation merchandise and services, along with cemetery property, merchandise and services, both at the time of need and on a preneed basis. The Company operates in two segments: Funeral and Cemetery. As of October 31, 2010, its operations included 217 funeral homes and 140 cemeteries in 24 states within the United States and in Puerto Rico. It operates one or more of the death care facilities in each of its markets, which are in larger metropolitan areas in the Southern, Western, Mid-Atlantic and Mid-Western states. It operates its funeral homes and cemeteries in clusters. Clusters are groups of funeral homes and cemeteries located close enough to one another that their operations can be integrated.

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.

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Company name TW Telecom Inc
Stock ticker TWTC
Live stock price [stckqut]TWTC[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $33.48
Target stock price (averages with growth) $38.78
Target stock price (averages with no growth) $20.1
Target stock price (manual assumptions) $33.47

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

tw telecom inc. is a national provider of managed network services, specializing in business Ethernet, data networking, Converged, Internet protocol-based virtual private network (IP VPN), Internet access, voice, including voice over Internet Protocol (VoIP), and network security services to enterprise organizations, including public sector entities, and carriers throughout the United States, including their global locations. Its revenue is derived from business communication services, including data, high-speed Internet access, network and voice services. Through its subsidiaries, the Company serves 75 United States metropolitan markets. As of December 31, 2011, its fiber network spanned approximately 27,000 route miles (including approximately 21,000 metropolitan route miles), connecting to 15,438 buildings served directly by its local fiber facilities. The Company serves both business enterprise and carrier customers.

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.

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Company name Informatica Corporation
Stock ticker INFA
Live stock price [stckqut]INFA[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $32.5
Target stock price (averages with growth) $45.2
Target stock price (averages with no growth) $40.55
Target stock price (manual assumptions) $49.35

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

Informatica Corporation (Informatica) is the provider of enterprise data integration and data quality software and services. The Informatica Platform is a set of technologies to enable a variety of complex enterprise-wide data integration initiatives, including Enterprise Data Integration, Data Quality, Master Data Management, B2B Data Exchange, Application Information Lifecycle Management, Complex Event Processing, Ultra Messaging, and Cloud Data Integration. The Company’s products include Informatica PowerCenter, Informatica PowerExchange, Informatica Data Services, Informatica Data Quality, Informatica Master Data Management (MDM), Informatica B2B Data Exchange, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing (CEP), Informatica Ultra Messaging and Informatica Cloud. As of December 31, 2010, the Company had approximately 4,200 customers worldwide. In March 2010, the Company acquired 29West Inc. (29West).

Confident Investor comments: This is one of those companies that is probably a bit better than its rating. The company was doing much worse several years ago and that is affecting its rating dramatically. It quite likely should be a Fair company if it was not for its poor years that seem to pass. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.