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 F5 Networks, Inc.
Stock ticker FFIV
Live stock price [stckqut]FFIV[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $168.44
Target stock price (averages with growth) $234.93
Target stock price (averages with no growth) $150.18
Target stock price (manual assumptions) $165.8

The following company description is from Google Finance: http://www.google.com/finance?q=ffiv
F5 Networks, Inc. (F5 Networks) is a provider of technology that optimizes the delivery of network-based applications and the security, performance and availability of servers, data storage devices and other network resources. Its technology is hardware and software for application delivery networking, including application security, secure remote access, policy management, wide area network (WAN) optimization and file virtualization. Its principal products are systems that integrate its software with purpose-built hardware that incorporates commodity components. In addition, it introduced a virtual (software only) version of BIG-IP called BIG-IP LTM (VE) that is designed to run on servers and work in conjunction with its systems to provide management of virtual servers and applications. Its BIG-IP product family, which represents the bulk of its sales, supports a growing number of features and functions available as software modules, standalone appliances, or both.

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.

Company name F5 Networks, Inc.
Stock ticker FFIV
Live stock price [stckqut]FFIV[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $119.66
Target stock price (averages with growth) $158.08
Target stock price (averages with no growth) $107.62
Target stock price (manual assumptions) $130.42

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. This stock used to be a Good Company but its P/E ratio is quite high compared to other technology companies and that is hurting its rating here. I am leaving it on the Watch List since most of its peers are not truly competitors and it is likely that F5 has a value proposition that warrants this P/E.


Company name F5 Networks, Inc.
Stock ticker FFIV
Live stock price [stckqut]FFIV[/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) $88.24
Target stock price (averages with growth) $100.04
Target stock price (averages with no growth) $95.69
Target stock price (manual assumptions) $70.94

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