Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name Potash Corp./Saskatchewan (USA)
Stock ticker POT
Live stock price [stckqut]POT[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $85.19
Target stock price (averages with growth) $101.23
Target stock price (averages with no growth) $65.64
Target stock price (manual assumptions) $75.01

The following company description is from Google Finance: http://www.google.com/finance?q=pot
Potash Corporation of Saskatchewan Inc. (PCS) is an integrated fertilizer and related industrial and feed products company. The Company owns and operates five potash mines in Saskatchewan and one in New Brunswick. It also holds mineral rights t the Esterhazy mine where potash is produced under a mining and processing agreement with a third party. Its phosphate operations include the manufacture and sale of solid and liquid phosphate fertilizers; animal feed supplements and industrial acid, which is used in food products and industrial processes. It has a phosphate mine and two mineral processing plant complexes in northern Florida and six phosphates feed plants in the United States. Its nitrogen operations involve the production of nitrogen fertilizers and nitrogen feed and industrial products, including ammonia, urea, nitrogen solutions, ammonium nitrate and nitric acid. It has nitrogen facilities in Georgia, Louisiana, Ohio and Trinidad.

 

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

Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name PNC Financial Services
Stock ticker PNC
Live stock price [stckqut]PNC[/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) $94.28
Target stock price (averages with growth) $107.97
Target stock price (averages with no growth) $84.38
Target stock price (manual assumptions) $52.36

The following company description is from Google Finance: http://www.google.com/finance?q=pnc
The PNC Financial Services Group, Inc. (PNC) is a diversified financial services company in the United States. PNC is engaged in retail banking, corporate and institutional banking, asset management, and residential mortgage banking, providing many of its products and services nationally and others in its primary geographic markets located in Pennsylvania, Ohio, New Jersey, Michigan, Maryland, Illinois, Indiana, Kentucky, Florida, Virginia, Missouri, Delaware, Washington, D.C., and Wisconsin. The Company also provides certain products and services internationally. Retail Banking provides deposit, lending, brokerage, trust, investment management, and cash management services. Corporate and Institutional Banking provides lending, treasury management, and capital markets-related products and services. Asset Management Group includes personal wealth management for high net worth and ultra high net worth clients and institutional asset management. BlackRock is an investment management firm.

 

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

Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name priceline.com Incorporated
Stock ticker PCLN
Live stock price [stckqut]PCLN[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $797.2
Target stock price (averages with growth) $971.96
Target stock price (averages with no growth) $549.83
Target stock price (manual assumptions) $802.65

The following company description is from Google Finance: http://www.google.com/finance?q=pcln
priceline.com Incorporated (priceline.com) is an online travel company, which offers a range of travel services, including hotel rooms, car rentals, airline tickets, vacation packages, cruises and destination services. Internationally, the Company offer customers hotel room reservations in over 90 countries and 32 languages. In the United States, priceline.com offer the customers the ability to purchase travel services in a price-disclosed manner or the opportunity to use the Name Your Own Price service, which allows the customers to make offers for travel services at discounted prices. The subsidiaries of the Company include Lowestfare.com LLC and Travelweb LLC. In May 2010, the Company acquired TravelJigsaw LTD.

 

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

Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name Petroleo Brasileiro SA (ADR)
Stock ticker PBR
Live stock price [stckqut]PBR[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Fair
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $40.9
Target stock price (averages with growth) $53.92
Target stock price (averages with no growth) $55.34
Target stock price (manual assumptions) $34.4

The following company description is from Google Finance: http://www.google.com/finance?q=pbr
Petroleo Brasileiro S.A. (Petrobras) is an integrated oil and gas company. The Company operates in five segments: exploration and production; refining, transportation and marketing; distribution; gas and power, and international. The exploration and production segment includes oil and gas exploration, development and production in Brazil. The refining, transportation and marketing segment includes downstream activities in Brazil, including refining, logistics, transportation, oil products and crude oil exports and imports, petrochemicals and fertilizers. The distribution segment includes distribution of oil products through the BR retail network in Brazil. The gas and power segment includes gas transportation and distribution, electric power generation using natural gas and renewable energy sources. The international segment includes exploration and production, refining, transportation and marketing, distribution and gas and power operations outside of Brazil.

 

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

Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

Company name Netflix, Inc.
Stock ticker NFLX
Live stock price [stckqut]NFLX[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $369.07
Target stock price (averages with growth) $452.85
Target stock price (averages with no growth) $259.28
Target stock price (manual assumptions) $365.87

The following company description is from Google Finance: http://www.google.com/finance?q=nflx
Netflix, Inc. (Netflix) is an Internet subscription service streaming television shows and movies. The Company?s subscribers can watch unlimited television shows and movies streamed over the Internet to their televisions, computers and mobile devices and in the United States, subscribers can also receive digital versatile discs (DVDs) delivered to their homes. The Company is organized into two operating segments: United States and International. The Company obtains content from various studios and other content providers through fixed-fee licenses, revenue sharing agreements and direct purchases. The Company markets its service through various channels, including online advertising, broad-based media, such as television and radio, as well as various partnerships. In September 2010, the Company began international operations by offering an unlimited streaming plan without DVDs in Canada.

 

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