By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name DG FastChannel Inc.
Stock ticker DGIT
Live stock price [stckqut]DGIT[/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) $45.83
Target stock price (averages with growth) $81.4
Target stock price (averages with no growth) $73.69
Target stock price (manual assumptions) $45.05

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

DG FastChannel, Inc. (DGF) is a provider of digital technology services, which enables the electronic delivery of advertisements, syndicated programs, and video news releases to broadcasters, online publishers and other media outlets. DGF operates three nationwide digital networks out of the network operation centers (NOCs), located in Irving, Texas (Irving NOC), Atlanta, Georgia (Atlanta NOC) and Jersey City, New Jersey (New Jersey NOC), which link more than 5,000 advertisers, advertising agencies and content owners with more than 23,000 radio, television, cable, network and print publishing destinations and over 5,000 online publishers electronically throughout the United States, Canada, and Europe. Through the NOCs, DGF delivers video, audio, image and data content that comprise transactions among advertisers, content owners, and various media outlets, including those in the broadcast industries.

Confident Investor comments: This stock price may be significantly undervalued. It has not recovered fully from its major decline in August and September of 2010. 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: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name Cubist Pharmaceuticals, Inc.
Stock ticker CBST
Live stock price [stckqut]CBST[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Poor
P/E growth Fair
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $47.11
Target stock price (averages with growth) $48.02
Target stock price (averages with no growth) $20.36
Target stock price (manual assumptions) $47.35

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

Cubist Pharmaceuticals, Inc. (Cubist) is a biopharmaceutical company focused on the research, development and commercialization of pharmaceutical products that address unmet medical needs in the acute care environment. The Company?s products are used primarily in hospitals, but also may be used in acute care settings, including home infusion and hospital outpatient clinics. As of December 31, 2010, Cubist?s derived all of its revenues from CUBICIN (daptomycin for injection), which is a once-daily, bactericidal, intravenous (I.V.) antibiotic with activity against certain Gram-positive organisms, including methicillin-resistant Staphylococcus aureus (S. aureus), (MRSA). As of December 31, 2010, CUBICIN had been used in the treatment of more than an estimated 1.1 million patients in the United States.

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: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name RightNow Technologies
Stock ticker RNOW
Live stock price [stckqut]RNOW[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $47.08
Target stock price (averages with growth) $52.04
Target stock price (averages with no growth) $23.64
Target stock price (manual assumptions) $47.6

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

RightNow Technologies, Inc. (RightNow) provides RightNow CX, an on-demand (cloud-based) suite of software and services. RightNow?s technology enables an organization’s service, marketing and sales personnel to leverage a common application platform to deliver service, to market and to sell via the phone, e-mail, Web, chat and social interactions. The Company?s Professional Services group combines project management (RightNow Project Methodology) with technical and business-focused consulting services to its clients. On September 15, 2009, the Company acquired HiveLive, Inc. (HiveLive). HiveLive is an enterprise-class social platform provider with a platform for customer support, engagement and loyalty, and ideation communities.

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: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name ARM Holdings plc (ADR)
Stock ticker ARMH
Live stock price [stckqut]ARMH[/stckqut]
P/E compared to competitors Fair
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) $43.85
Target stock price (averages with growth) $94.24
Target stock price (averages with no growth) $100.9
Target stock price (manual assumptions) $41.8

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

ARM Holdings plc (ARM) designs microprocessors, physical Internet protocol (IP) and related technology and software, and sells development tools. As of December 31, 2010, the Company operated in three business segments: the Processor Division (PD), the Physical IP Division (PIPD) and the System Design Division (SDD). ARM licenses and sells its technology and products to international electronics companies, which in turn manufactures, markets and sells microprocessors, application-specific integrated circuits (ASICs) and application-specific standard processors (ASSPs)-based on ARM’s technology to systems companies for incorporation into a range of end products. During the year ended December 31, 2010, the Company disposed of its investment in CoWare Inc. In June 2011, the Company acquired Obsidian Software.

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. The stock has grown quite nicely over the past months and even though it doesn’t rate that highly, an investor that held on to an existing investment may be wise.

By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name Amedisys, Inc.
Stock ticker AMED
Live stock price [stckqut]AMED[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Poor
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $28.48
Target stock price (averages with growth) $23.88
Target stock price (averages with no growth) $23.18
Target stock price (manual assumptions) $23.86

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

Amedisys, Inc. (Amedisys) is a healthcare company. Amedisys provides home health services to the chronic, co-morbid, aging American population. The Company operates in two segments: home health and hospice. Its home health segment delivers a range of services in the homes of individuals who may be recovering from surgery, have a chronic disability or terminal illness or need assistance with the essential activities of daily living. Its hospice segment provides palliative care and comfort to terminally ill patients and their families. As of December 31, 2010, Amedisys owned and operated 486 Medicare-certified home health agencies and 67 Medicare-certified hospice agencies in 45 states within the United States, the District of Columbia and Puerto Rico. During the year ended December 31, 2010, its home health and hospice services accounted approximately 86% of its revenue and was derived from Medicare. On June 7, 2011, the Company acquired Beacon Hospice, 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. The stock has not been performing well lately and there may be better opportunities for your investment dollar.