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Company name U.S. Physical Therapy, Inc.
Stock ticker USPH
Live stock price [stckqut]USPH[/stckqut]
P/E compared to competitors Fair
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) $16.72
Target stock price (averages with growth) $24.12
Target stock price (averages with no growth) $22.88
Target stock price (manual assumptions) $19.6

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

U.S. Physical Therapy, Inc., through its subsidiaries, operates outpatient physical and occupational therapy clinics that provide pre- and post-operative care and treatment for orthopedic-related disorders, sports-related injuries, preventative care, rehabilitation of injured workers and neurological-related injuries. The Company also operates two clinics, which specialize in the outpatient, non-surgical treatment of osteo arthritis degeneration joint disease and other musculoskeletal conditions. It primarily operates through subsidiary clinic partnerships in which it generally owns a 1% general partnership interest and a 64% limited partnership interest and the managing therapist(s) of the clinics owns the remaining limited partnership interest in the majority of the clinics (referred to as Clinic Partnerships). In March 2010, the Company acquired a 70% interest in a five clinic outpatient physical therapy group. In July 2011, the Company acquired 20 clinic physical therapy 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.

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Company name Gildan Activewear Inc. (USA)
Stock ticker GIL
Live stock price [stckqut]GIL[/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) $41.75
Target stock price (averages with growth) $87.74
Target stock price (averages with no growth) $93.42
Target stock price (manual assumptions) $35.93

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

Gildan Activewear Inc. (Gildan) is a Canada-based company. The Company is a marketer and vertically-integrated global manufacturer of basic, non-fashion apparel products for customers. It sells active wear products to screen print markets in North America, Europe and other international markets. Gildan is a supplier of active wear for the screen print channel in the United States and Canada, and also a supplier for this market in Europe and Mexico. It sells socks and underwear, in addition to its active wear products, to mass market and regional retailers in North America. In the United States mass market retail channel, Gildan is a supplier of socks. The Company operates in one business segment non-fashion apparel. On March 31, 2010, the Company completed the acquisition of Shahriyar Fabric Industries Limited (Shahriyar).In April 2011, the Company acquired Gold Toe Moretz Holdings Corp.

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 Linear Technology Corporation
Stock ticker LLTC
Live stock price [stckqut]LLTC[/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) $29.89
Target stock price (averages with growth) $41.49
Target stock price (averages with no growth) $41.22
Target stock price (manual assumptions) $27.5

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

Linear Technology Corporation (Linear Technology) designs, manufactures and markets a broad line of standard high performance linear integrated circuits. Its products include high performance amplifiers, comparators, voltage references, monolithic filters, linear regulators, direct current to direct current (DC-DC) converters, battery chargers, data converters, communications interface circuits, radio frequency (RF) signal conditioning circuits, uModule products, and many other analog functions. Applications for its circuits include telecommunications, cellular telephones, networking products, such as optical switches; tablet, notebook and desktop computers; computer peripherals, video/multimedia, industrial instrumentation, security monitoring devices, consumer products, such as digital cameras and global positioning systems, complex medical devices, automotive electronics, factory automation, process control, military, space and other environment systems.

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 Keynote Systems, Inc.
Stock ticker KEYN
Live stock price [stckqut]KEYN[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Fair
EPS growth Good
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $37.96
Target stock price (averages with growth) $81.23
Target stock price (averages with no growth) $83.78
Target stock price (manual assumptions) $28.2

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

Keynote Systems, Inc. (Keynote) is a provider of Internet and mobile cloud monitoring solutions. Keynote provides cloud-based testing, monitoring and measurement products and services that help its customer to know how their Web sites, content, and applications perform. The Company delivers its products and services primarily through a cloud-based model on a subscription basis. Keynote offers a portfolio of Internet and mobile products and services to help the end-user customer experience in two categories: Internet Cloud (Internet Cloud) and Mobile Cloud (Mobile Cloud). Keynote combines its Internet and Mobile Cloud products and services with its Real User Experience Testing.

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.  My biggest concern about this company is that it is likely an acquisition candidate but that may allow a nice return for a patient investor.

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Company name Dover Corporation
Stock ticker DOV
Live stock price [stckqut]DOV[/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) $92.42
Target stock price (averages with growth) $117.39
Target stock price (averages with no growth) $89.6
Target stock price (manual assumptions) $88.24

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

Dover Corporation (Dover) owns and operates a global portfolio of manufacturing companies providing components and equipment, specialty systems and support services for a variety of applications in the industrial products, engineered systems, fluid management and electronic technologies markets. The Company operates in four business segments: Industrial Products, Engineered Systems, Fluid Management and Electronic Technologies. The products designed, manufactured, assembled and/or serviced by the Company includes material handling equipment, mobile equipment related products, engineered products, product identification related products, energy market production and distribution products, fluid solution products, and electronic technology equipment and devices/components. In July 2011, it acquired Sound Solutions from NXP Semiconductors N.V.

Confident Investor comments: This company has had a very nice appreciation over the past year. 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.