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Company name HMS Holdings Corp.
Stock ticker HMSY
Live stock price [stckqut]HMSY[/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) $42.97
Target stock price (averages with growth) $56.38
Target stock price (averages with no growth) $36.22
Target stock price (manual assumptions) $42.58

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

HMS Holdings Corp. (HMS) provides cost containment services to Government and private healthcare payers and sponsors. The Company’s services ensure that healthcare claims are paid correctly, through its program integrity services, and by the responsible party, through its coordination of benefits services. Its clients are state Medicaid agencies, the Centers for Medicare & Medicaid Services (CMS), Medicaid and Medicare managed care plans, Government and private employers, Pharmacy Benefit Managers, or PBMs, child support agencies, the Veterans Health Administration (VHA), commercial plans, and other healthcare payers. As of December 31, 2011, HMS served 43 state Medicaid agencies and the District of Columbia, and 137 Medicaid managed care plans under 66 contracts. In December 2011, the Company acquired HDI Holdings, Inc. and its operating subsidiary, HealthDataInsights, Inc. (HDI).

 

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 Herbalife Ltd.
Stock ticker HLF
Live stock price [stckqut]HLF[/stckqut]
P/E compared to competitors Good

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) $81.21
Target stock price (averages with growth) $95.15
Target stock price (averages with no growth) $60.96
Target stock price (manual assumptions) $73.98

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

Herbalife Ltd. is a global network marketing company that sells weight management, nutritional supplements, energy, sports and fitness products and personal care products through a network of approximately 2.7 million independent distributors, except in China, where the Company sells its products through retail stores. The Company is a network marketing company that sells a range of weight management products, nutritional supplements and personal care products. As of December 31, 2011, the Company sold products in 79 countries throughout the world. Herbalife’s products are grouped in four principal categories: weight management, targeted nutrition, energy, sports and fitness and Outer Nutrition, along with literature and promotional items. The Company’s generates revenue from its six regions: North America, Mexico, South and Central America; EMEA, which consists of Europe, the Middle East and Africa, Asia Pacific (excluding China), and China.

 

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 Google Inc
Stock ticker GOOG
Live stock price [stckqut]GOOG[/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) $1150.69
Target stock price (averages with growth) $1631.06
Target stock price (averages with no growth) $1268.25
Target stock price (manual assumptions) $1054.11

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

Google Inc. (Google) is a global technology company focused on improving the ways people connect with information. The Company generates revenue primarily by delivering online advertising. As of December 31, 2011, the Company’s business was focused on areas, such as search, advertising, operating systems and platforms, and enterprise. Businesses use its AdWords program to promote their products and services with targeted advertising. In addition, the third parties that comprise the Google Network use its AdSense program to deliver relevant advertisements that generate revenue. In June 2011, it launched Google+. In September 2011, the Company acquired Zagat. In May 2012, Google acquired Motorola Mobility Holdings, Inc. As of January 2012, over 90 million people had joined Google+. In April 2011, the Company acquired PushLife. On July 31, 2012, it acquired marketing start-up Wildfire. In September 2012, it acquired VirusTotal and Nik 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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Company name Green Mountain Coffee Roasters Inc.
Stock ticker GMCR
Live stock price [stckqut]GMCR[/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) $33.96
Target stock price (averages with growth) $76.6
Target stock price (averages with no growth) $81.9
Target stock price (manual assumptions) $33.53

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

Green Mountain Coffee Roasters, Inc. (GMCR) is engaged in the specialty coffee and coffee maker businesses. The Company roasts Arabica bean coffees, including single-origin, Fair Trade Certified, certified organic, flavored, limited edition and blends offered in K-Cup portion packs, whole bean and ground coffee selections, as well as other specialty beverages, including tea, hot apple cider and hot cocoa also offered in K-Cup portion packs. The Company operates in three segments: the Specialty Coffee business unit (SCBU), the Keurig business unit (KBU) and the Canadian business unit (CBU). On December 17, 2010, the Company acquired LJVH Holdings Inc. (Van Houtte). In October 3, 2011, the Company sold Van Houtte USA Holdings, Inc. to ARAMARK Refreshment Services, LLC.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock. I continue to think that the company is a well-run company but it’s stock price has been hammered lately.  Based on the current stock price, I have significantly reduced expectations since the last time that I looked at the company.

 

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Company name Goldcorp Inc. (USA)
Stock ticker GG
Live stock price [stckqut]GG[/stckqut]
P/E compared to competitors Good

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) $67.35
Target stock price (averages with growth) $114.12
Target stock price (averages with no growth) $109.6
Target stock price (manual assumptions) $60.28

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

Goldcorp Inc. (Goldcorp) is a gold producer engaged in the operation, exploration, development and acquisition of precious metal properties in Canada, the United States, Mexico and Central and South America. As of December 31, 2011, its producing mining properties were consisted of the Red Lake, Porcupine and Musselwhite gold mines in Canada; the Penasquito gold/silver/lead/zinc mine, Los Filos and El Sauzal gold mines in Mexico; the Marlin gold/silver mine in Guatemala; the Alumbrera gold/copper mine (37.5% interest) in Argentina; the Marigold (66.7% interest) and Wharf gold mines in the United States. As of December 31, 2011, its development projects included the Cerro Negro gold project in Argentina; the Eleonore and Cochenour gold projects in Canada; the Pueblo Viejo gold project (40% interest) in the Dominican Republic; the El Morro gold/copper project in Chile; the Noche Buena and Camino Rojo gold/silver projects in Mexico, and the Cerro Blanco gold/silver project in Guatemala.

 

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