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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 Apple Inc.
Stock ticker AAPL
Live stock price [stckqut]AAPL[/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) $541.54
Target stock price (averages with growth) $698.59
Target stock price (averages with no growth) $494.31
Target stock price (manual assumptions) $420.43

The following company description is from Google Finance: http://www.google.com/finance?q=aapl
Apple Inc. (Apple) designs, manufactures and markets a range of personal computers, mobile communication and media devices, and portable digital music players, and sells a range of related software, services, peripherals, networking solutions, and third-party digital content and applications. It?s products and services include Macintosh (Mac) computers, iPhone, iPad, iPod, Apple TV, Xserve, a portfolio of consumer and professional software applications, the Mac OS X and iOS operating systems, third-party digital content and applications through the iTunes Store, and a range of accessory, service and support offerings. The Company sells its products globally through its retail stores, online stores, and direct sales force and third-party cellular network carriers, wholesalers, retailers, and value-added resellers. As of September 25, 2010, the Company had opened a total of 317 retail stores, including 233 stores in the United States and 84 stores internationally.

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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Company name SINA Corporation (USA)
Stock ticker SINA
Live stock price [stckqut]SINA[/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) $143.92
Target stock price (averages with growth) $253.14
Target stock price (averages with no growth) $231.23
Target stock price (manual assumptions) $134.07

The following company description is from Google Finance: http://www.google.com/finance?q=sina
SINA Corporation (SINA) is an online media company and MVAS provider in the People’s Republic of China (PRC) and the global Chinese communities. The Company provides services through five business lines, including SINA.com (online news and content), SINA Mobile (MVAS), SINA Community (Web 2.0 and social networking-based services and games), SINA.net (search and enterprise services), and SINA E-Commerce (online shopping). These business lines provide an array of services, including region-focused online portals, MVAS, social networking service (SNS), such as micro-blog and album, blog, audio and video streaming, album, online games, e-mail, search, classified listings, fee-based services, e-commerce and enterprise e-solutions.

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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Company name Life Partners Holdings, Inc.
Stock ticker LPHI
Live stock price [stckqut]LPHI[/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) $15.28
Target stock price (averages with growth) $14.43
Target stock price (averages with no growth) $10.73
Target stock price (manual assumptions) $13.46

The following company description is from Google Finance: http://www.google.com/finance?q=lphi
Life Partners Holdings, Inc. (Life Partners) is a financial services company and the parent company of Life Partners, Inc. (LPI). LPI is engaged in the secondary market for life insurance known generally as life settlements. LPI facilitates the sale of life settlements between sellers and purchasers, but does not take possession or control of the policies. The purchasers acquire the life insurance policies at a discount to their face value for investment purposes. Life settlement transactions involve the sale of an existing life insurance policy to another party. By selling the policy, the policyholder receives an immediate cash payment to use as he or she wishes. The purchaser takes an ownership interest in the policy at a discount to its face value and receives the death benefit under the policy when the insured dies.

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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Company name Aeropostale, Inc.
Stock ticker ARO
Live stock price [stckqut]ARO[/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) $38.85
Target stock price (averages with growth) $51.32
Target stock price (averages with no growth) $40.46
Target stock price (manual assumptions) $29.17

The following company description is from Google Finance: http://www.google.com/finance?q=aro
Aeropostale, Inc. is a mall-based specialty retailer of casual apparel and accessories. The Company designs, markets and sells its own brand of merchandise principally targeting 14 to 17 year-old young women and young men. The Company also sells Aropostale merchandise through its e-commerce Website, www.aeropostale.com. During the fiscal year ended January 30, 2010 (fiscal 2009), the Company launched P.S. from Aeropostale, which offers casual clothing and accessories focused on elementary school children between the ages of 7 and 12. During fiscal 2009, the Company completed the closure of its 14 store Jimmy?Z concept. Jimmy?Z Surf Co., Inc., a wholly owned subsidiary of Aeropostale, Inc., was a contemporary lifestyle brand targeting young women and men aged 18 to 25.

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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Company name HealthStream, Inc.
Stock ticker HSTM
Live stock price [stckqut]HSTM[/stckqut]
P/E compared to competitors Good
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) $11.32
Target stock price (averages with growth) $18.07
Target stock price (averages with no growth) $14.85
Target stock price (manual assumptions) $12.05

The following company description is from Google Finance: http://www.google.com/finance?q=hstm
HealthStream, Inc. (HealthStream) provides Internet-based learning and research solutions to meet the training, information, and education needs of the healthcare industry. The Company?s learning products are used by healthcare organizations to meet a range of their training and assessment needs, while its research products provide its customers information about patients? experiences, workforce challenges, physician relations, and community perceptions of their services. HealthStream?s customers include healthcare organizations, pharmaceutical and medical device companies, and other participants in the healthcare industry. Its customer base across both learning and research business units includes over 2,500 healthcare organizations (predominately acute-care facilities) throughout the United States. It delivers educational and training courseware to its customers through the HLC platform.

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