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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 Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $59.12
Target stock price (averages with growth) $81.04
Target stock price (averages with no growth) $63
Target stock price (manual assumptions) $44.87

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. It 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. It 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. In December 2010, it acquired Critical Path Software. In June 2011, it acquired GSI Commerce, Inc. In August 2011, the Company acquired Zong. In August 2011, the Company acquired Magento, Inc.

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 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) $141.16
Target stock price (averages with growth) $182.1
Target stock price (averages with no growth) $113.84
Target stock price (manual assumptions) $140.6

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

Deckers Outdoor Corporation (Deckers) is a designer, producer, marketer, and brand manager of footwear and accessories. The Company sells its products, including accessories, such as handbags and outerwear, through domestic and international retailers, international distributors, and directly to end-user consumers, both domestically and internationally, through its Websites, call centers, retail concept stores and retail outlet stores. Deckers market its products under two brands: UGG and Teva. UGG is a brand in luxury and comfort footwear and accessories, and Teva is a brand in multi-sport shoes, rugged outdoor footwear, and sport sandals. In addition to the Company’s primary brands, Deckers’ other brands include Simple, a line of sneakers and accessories; TSUBO, a line of casual footwear, and Ahnu, a line of outdoor footwear.

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 Cummins Inc.
Stock ticker CMI
Live stock price [stckqut]CMI[/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) $127.08
Target stock price (averages with growth) $187.12
Target stock price (averages with no growth) $140.69
Target stock price (manual assumptions) $117.89

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

Cummins Inc. designs, manufactures, distributes and services diesel and natural gas engines, electric power generation systems and engine-related component products, including filtration, exhaust aftertreatment, fuel systems, controls and air handling systems. The Company sells its products to original equipment manufacturers (OEMs), distributors and other customers worldwide. It has four segments: Engine, Power Generation, Components and Distribution. It serves its customers through a network of more than 600 company owned and independent distributor locations and more than 6,000 dealer locations in more than 190 countries and territories. In November 2010, it purchased a majority interest in a previously independent North American distributorship. On January 4, 2010, it acquired the 70% interest in Cummins Western Canada (CWC). In April 2011, the Company sold its exhaust business to Global Tube.

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 CARBO Ceramics Inc.
Stock ticker CRR
Live stock price [stckqut]CRR[/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) $102.25
Target stock price (averages with growth) $163.9
Target stock price (averages with no growth) $133.5
Target stock price (manual assumptions) $131.08

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

CARBO Ceramics Inc. is a supplier of ceramic proppant. The Company is a provider of software, and consulting services, spill prevention, containment and geotechnical monitoring. The Company sells its products and services to operators of oil and natural gas wells and to oilfield service companies. The Company’s products and services are primarily used in the hydraulic fracturing of natural gas and oil wells. The Company primarily manufactures five ceramic proppants. During the year ended December 31, 2010, the Company began production of resin coated ceramic (CARBOBOND LITE) and resin coated sand (CARBOBOND RCS) proppants.

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 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) $179.24
Target stock price (averages with growth) $304.84
Target stock price (averages with no growth) $265.88
Target stock price (manual assumptions) $179.23

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. The Company 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. The Company delivers its service through the Web browsers. It markets its service to businesses on a subscription basis, primarily through its direct sales efforts and indirectly through partners. In May 2010, the Company acquired Jigsaw Data Corporation, a cloud provider of crowd-sourced data services in the cloud. In January 2011, it acquired Heroku, Inc. and Dimdim, Inc.

Confident Investor comments: My biggest concern with this stock is its huge P/E even compared to its peer group. The only real way to justify this P/E is that no other company has come up with an effective product to compete with Salesforce.com for its core offering. If that were to happen or if the growth in that core market should slow, this stock would be ripe for a correction. My second biggest concern is that the company operates on very thin margins making far less than 2% net profit on its sales and this is reflected by a troubling ratio of income per employee. At this price and at this time therefore, I think that a Confident Investor can cautiously invest in this stock even though most of the other metrics are quite good.