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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 Image Sensing Systems, Inc.
Stock ticker ISNS
Live stock price [stckqut]ISNS[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $21
Target stock price (averages with growth) $27.37
Target stock price (averages with no growth) $18.53
Target stock price (manual assumptions) $19.69

The following company description is from Google Finance: http://www.google.com/finance?q=isns
Image Sensing Systems, Inc. develops and markets video and radar image processing products for use in traffic applications, such as intersection control, highway, bridge and tunnel traffic management and traffic data collection. The Company provides software-based, computer-enabled detection (CED) products and solutions for the intelligent transportation systems (ITS) industry. Its family of products is marketed as Autoscope and RTMS. The Company?s technology analyzes signals from sensors and transmits the information to management systems and controllers or directly to users. In June 2010, the Company acquired CitySync Limited.

 

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 HealthStream, Inc.
Stock ticker HSTM
Live stock price [stckqut]HSTM[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Poor
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $11.61
Target stock price (averages with growth) $14.11
Target stock price (averages with no growth) $7.94
Target stock price (manual assumptions) $11.4

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 time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. Since the company is no longer ranked as Good, I will remove it from my Watch List.  If you have already built up a position in this stock, you may want to hold this stock and not aggressively add to your position.

 

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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 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) $122.22
Target stock price (averages with growth) $182.71
Target stock price (averages with no growth) $113.78
Target stock price (manual assumptions) $108.93

The following company description is from Google Finance: http://www.google.com/finance?q=hmsy
HMS Holdings Corp. (HMS) provides a variety of cost containment, coordination of benefits and program integrity services for government-sponsored health and human services programs. The Company?s clients are state Medicaid agencies, government-sponsored managed care plans, Pharmacy Benefit Managers (PBMs), child support agencies, the Veterans Health Administration (VHA), the Centers for Medicare & Medicaid Services (CMS), commercial plans, self-funded employer plans and other healthcare payors. In September 2009, it acquired IntegriGuard LLC an International Organization for Standardization (ISO) certified and Utilization Review Accreditation Commission (URAC) accredited organization, which provides services related to the prevention and detection of fraud, waste, and abuse in the healthcare system. In December 2009, HMS acquired the assets of Verify Solutions, LLC. In September 2010, the Company acquired Chapman Kelly.

 

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 Hansen Natural Corporation
Stock ticker HANS
Live stock price [stckqut]HANS[/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) $82.56
Target stock price (averages with growth) $71.03
Target stock price (averages with no growth) $46.99
Target stock price (manual assumptions) $68.34

The following company description is from Google Finance: http://www.google.com/finance?q=hans
Hansen Natural Corporation (Hansen) is a holding company. The Company, through its subsidiaries develops, markets, sells and distributes alternative beverage category natural sodas, fruit juices, juice blends, juice drinks, energy drinks and energy sports drinks, fruit juice smoothies and functional drinks, non-carbonated ready-to-drink iced teas, children?s multi-vitamin juice drinks, Junior Juice juices, Junior Juice Water and flavored sparkling beverages under the Hansen?s brand name. Hansen operates in two segments: Direct Store Delivery (DSD), whose principal products comprise primarily energy drinks, and Warehouse (Warehouse), whose principal products comprise primarily juice based and soda beverages. It develops, markets, sells and distributes energy drinks under the brand names, Monster Energy; Monster Hitman Energy Shooter and Lost Energy brand names, as well as Rumba, Samba and Tango brand energy juices.

 

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 Garmin Ltd.
Stock ticker GRMN
Live stock price [stckqut]GRMN[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Poor
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $25.13
Target stock price (averages with growth) $31.41
Target stock price (averages with no growth) $30.89
Target stock price (manual assumptions) $29.4

The following company description is from Google Finance: http://www.google.com/finance?q=grmn
Garmin Ltd. (Garmin) is a provider of navigation, communication and information devices and applications, which are enabled by global positioning system (GPS) technology. The Company designs, develops, manufactures and markets a range of hand-held, portable and fixed-mount GPS-enabled products and other navigation, communications and information products for the automotive/mobile, outdoor/fitness, marine and general aviation markets. The Company operates in four segments: Marine, Automotive/Mobile, Outdoor/Fitness and Aviation. In September 2010, the Company acquired MetriGear, Inc. In October 2010, the Company acquired Belanor AS.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.