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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 Alexion Pharmaceuticals, Inc.
Stock ticker ALXN
Live stock price [stckqut]ALXN[/stckqut]
P/E compared to competitors Fair
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) $145.74
Target stock price (averages with growth) $211.41
Target stock price (averages with no growth) $116.75
Target stock price (manual assumptions) $112.48

The following company description is from Google Finance: http://www.google.com/finance?q=alxn
Alexion Pharmaceuticals, Inc. (Alexion) is a biopharmaceutical company, which is engaged in the discovery, development and commercialization of biologic therapeutic products aimed at treating patients with severe and life-threatening disease states, including hematologic, kidney and neurologic diseases, transplant rejection, cancer and autoimmune disorders. Its marketed product Soliris (eculizumab) is a therapy approved for the treatment of patients with paroxysmal nocturnal hemoglobinuria (PNH). In April 2009 and August 2009, the United States food and drug administration (FDA) and the European Commission (E.C.), respectively, granted Soliris orphan drug designation for the treatment of patients with atypical Hemolytic Uremic Syndrome (aHUS). In December 2009, its Rhode Island manufacturing facility received regulatory approval from the E.C. for the production of Soliris.

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 Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Fair
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $64.03
Target stock price (averages with growth) $81.63
Target stock price (averages with no growth) $56.52
Target stock price (manual assumptions) $52.82

The following company description is from Google Finance: http://www.google.com/finance?q=akam
Akamai Technologies, Inc. (Akamai) provides services for accelerating and improving the delivery of content and applications over the Internet, ranging from live and on-demand streaming video capabilities to conventional content on Websites, to tools that help people transact business and reach out to new and existing customers. The Company?s solutions are designed to help companies, government agencies and other enterprises. It offers application performance services, services and solutions for digital media and software distribution and storage, content and application delivery, online advertising-related services and other specialized Internet-based offerings. During the year ended December 31, 2009, the Company launched the Akamai HD Network, a new high definition (HD), streaming delivery platform that is designed to enable its customers to offer live and on-demand HD video online to viewers. In June 2010, it acquired Velocitude, a mobile services platform.

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 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 Powerwave Technologies, Inc.
Stock ticker PWAV
Live stock price [stckqut]PWAV[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=pwav
Powerwave Technologies, Inc. (Powerwave) is a global supplier of end-to-end wireless solutions for wireless communications networks. The Company’s business consists of the design, manufacture, marketing and sale of products to improve coverage, capacity and data speed in wireless communications networks, including antennas, boosters, combiners, cabinets, shelters, filters, radio frequency power amplifiers, remote radio head transceivers, repeaters, tower-mounted amplifiers and advanced coverage solutions. The products are utilized in wireless networks globally, which support voice and data communications by use of cell phones and other wireless communication devices. Powerwave sell the products to both original equipment manufacturers, which incorporate the products into their base stations.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.