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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 Ebix, Inc.
Stock ticker EBIX
Live stock price [stckqut]EBIX[/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) $42.22
Target stock price (averages with growth) $54.26
Target stock price (averages with no growth) $33.71
Target stock price (manual assumptions) $39.7

The following company description is from Google Finance: http://www.google.com/finance?q=ebix
Ebix, Inc. (Ebix) is an international supplier of software and e-commerce solutions to the insurance industry. Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development for all entities involved in the insurance and financial industries. The Company operates in four segments: Exchanges, Carrier Systems, Broker Systems and Business Process Outsourcing. Effective October 1, 2009, Ebix acquired E-Z Data, Inc. (E-Z Data). Effective October 1, 2009, the Company acquired Peak Performance Solutions, Inc. (Peak). Effective May 1, 2009, Ebix acquired Facts, Inc. (Facts). In May 2010, the Company acquired Connective Technologies, Inc. In February 2011, the Company announced the closing of the merger of A.D.A.M., Inc. with a wholly owned subsidiary of Ebix.

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

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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 eBay Inc.
Stock ticker EBAY
Live stock price [stckqut]EBAY[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Fair
EPS growth Good
P/E growth Fair
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $47.15
Target stock price (averages with growth) $62.52
Target stock price (averages with no growth) $53.61
Target stock price (manual assumptions) $37.37

The following company description is from Google Finance: http://www.google.com/finance?q=ebay
eBay Inc. (eBay) bring together buyers and sellers every day on a local, national and international basis through a range of Websites. The Company provides online marketplaces for the sale of goods and services, as well as other online commerce, or ecommerce, platforms and online payment solutions to a diverse community of individuals and businesses. The Company operates in two business segments: marketplaces and payments. eBay generates two types of net revenues: net transaction revenues, marketing services and other revenues. Its net transaction revenues are derived from listing fees and final value fees, which are fees payable on transactions completed on its marketplaces trading platforms, and fees paid by merchants for payment processing services. In June 2010, the Company acquired RedLaser, the barcode scanning application for iPhone and related technology from Occipital. In December 2010, the Company acquired Critical Path Software.

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

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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 Deckers Outdoor Corporation
Stock ticker DECK
Live stock price [stckqut]DECK[/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) $134
Target stock price (averages with growth) $193.44
Target stock price (averages with no growth) $125.55
Target stock price (manual assumptions) $124.53

The following company description is from Google Finance: http://www.google.com/finance?q=deck
Deckers Outdoor Corporation is engaged in designing, producing, marketing and brand managing of footwear and accessories. The Company sells its products, including accessories, such as handbags, headwear, packs and outerwear, through domestic retailers and international distributors and directly to the consumers, both domestically and internationally, through its Websites, call centers, retail concept stores and retail outlet stores. The Company markets its products under three brands: UGG, Teva and Simple. The Company acquired 100% of the ownership interest of Ahnu, Inc. in March 2009.

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

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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 salesforce.com, inc.
Stock ticker CRM
Live stock price [stckqut]CRM[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $197.74
Target stock price (averages with growth) $538.47
Target stock price (averages with no growth) $591.66
Target stock price (manual assumptions) $170.57

The following company description is from Google Finance: http://www.google.com/finance?q=crm
Salesforce.com, Inc. is a provider of enterprise cloud computing applications. It provides a customer and collaboration relationship management (CRM), service to businesses of all sizes and industries worldwide and provides a technology platform for customers and developers to build and run business applications. Cloud computing refers to the use of Internet-based computing, storage and connectivity technology for a variety of different services. The Company designed and developed its offering, which can be deployed, customized and integrated with other software applications. It markets its service to businesses on a subscription basis, primarily through the direct sales efforts and indirectly through partners. In May 2010, the Company acquired Jigsaw. In January 2011, the Company acquired Heroku, the cloud platform for writing Ruby-based applications. In January 2011, the Company acquired Dimdim.

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

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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 Coach, Inc.
Stock ticker COH
Live stock price [stckqut]COH[/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) $70.57
Target stock price (averages with growth) $89.7
Target stock price (averages with no growth) $67.16
Target stock price (manual assumptions) $68.94

The following company description is from Google Finance: http://www.google.com/finance?q=coh
Coach, Inc. (Coach) is a marketer of fine accessories and gifts for women and men. Coach?s product offerings include handbags, women?s and men?s accessories, footwear, business cases, jewelry, wearables, sunwear, travel bags, fragrance and watches. Coach operates in two business segments: Direct-to-Consumer and Indirect. During the fiscal year ended July 3, 2010, the Company introduced Poppy, which offers a variety of silhouettes. It also introduced additional lifestyle collections. The accessories include women?s and men?s small leather goods, novelty accessories and women?s and men?s belts. The Company?s footwear is distributed through select Coach retail stores, coach.com and over 950 United States department stores. The wearables category consists of jackets, sweaters, gloves, hats and scarves, including both cold weather and fashion. During fiscal 2010, Estee Lauder Companies Inc., through its subsidiary, Aramis Inc., became Coach?s fragrance licensee.

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