Company name Compania de Minas Buenaventura SAA (ADR)
Stock ticker BVN
Live stock price [stckqut]BVN[/stckqut]
Confident Investor Rating Poor

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

Compania de Minas Buenaventura SAA (Buenaventura) is a Peru-based mining company engaged in the exploration, mining, smelting and commercialization of gold and silver, as well as other metals and minerals. The Company operates directly seven Peruvian mining units located in Uchucchacua, Orcopampa, Poracota, Julcani, Recuperada, Antapite and Ishihuinca; as well as indirectly the mines of Shila-Paula, La Zanja and Colquijirca. Through its subsidiaries, the Company is also involved in the generation and distribution of electric power, as well as in the provision of engineering and chemical processing services. The Company owns such subsidiaries as Compania Minera Condesa SA, Minera La Zanja SRL, Inversiones Colquijirca SA, Consorcio Energetico de Huancavelica SA, Buenaventura Ingenieros SA, CEDIMIN SAC and Minera Julcani Sa de CV, among others.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Compania de Minas Buenaventura SAA (ADR). It is not possible to confidently invest in a company that is not currently profitable. I am removing the stock from my Watch List.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

ID-100237544There are always 15 favorite investments as part of my Watch List that I think are likely to do the best for the next three months.

If you read my book, The Confident Investor, or if you spend much time reading my writing here, you should know that any given company could get “hot” and need our investment experience. Even these 15 favorite investments are not guaranteed to be the best investments in the quarter. However, if you don’t want to watch your investment portfolio three times a week, these favorite investments should combine effectively to beat the market.

The philosophy of this list of favorite investments is that past success is the best indicator of future success. I base My entire Watch List on this philosophy, but even that list is likely too large. This list of favorite investments is the short-term “best of the best” list. However, it is not logical that these favorite investments will be top performers for years, so I simply refresh the analysis every quarter. The logical investment advice is to rebalance your portfolio on this quarterly schedule.

If you are a registered owner of my book, The Confident Investor, I will now explain how I arrive at this least. If you are not a registered owner, you will not see the technical explanation but will simply skip straight to the final list. For non-owners of my book, I am including my favorite investments but you are not going to see how I actually come up with the list or how I prioritize the list. If you want to understand this better, you can purchase my book wherever books are sold such as Amazon, Barnes and Noble, and Books A Million. It is available in e-book formats for Nook, Kindle, and iPad.

[s2If current_user_can(access_s2member_level1)]To compile this favorite investments list, I look at every company in my Watch List. These are companies that I know are extremely well-run. I take the closing value for the first day of this month and then the closing value of that same day one year ago, two years ago, and three years ago. I then calculate the growth each year individually. Finally, I come up with three different metrics:

  • The growth of the stock in the last year.
  • The average of the growths in each year.
  • The weighted average of each year’s growth. The average is calculated by multiplying the past year by 50%, multiplying the second year’s growth by 30%, and the third year back by 20%. These are then added together to do a weighted average that has more influence of the most recent year than the previous years.

I then sort each metric. I find the top 20 performing investments in each metric. Any stock that is in the top 20 performing of each metric receives one vote. Occasionally, I will find 15 or more companies that are in the top 20 of each metric. If that is the case, I rank the list by the weighted-growth metric and select the top 15. If there are fewer than 15 companies in the top 20 of each metric, I choose all of the stocks that exist in each (perhaps 12 of them), and then take the top 3 stocks that are in the top 20 weighted average as well as the top 20 last year’s growth.[/s2If]

My favorite investments for Q2 2015

For Q2 of 2015, my favorite investments are following. These favorite investments are in order of priority with Skyworks being my most confident investment.

  1. SWKS – Skyworks Solutions, Inc. (Skyworks) is engaged in the production of analog semiconductors. The Company supports automotive, broadband, cellular infrastructure, energy management, Global Positioning System (GPS), industrial, medical, military, wireless networking, smartphone and tablet applications. The Company’s portfolio consists of amplifiers, attenuators, battery chargers, circulators, DC/DC (direct current/direct current) converters, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure radio frequency subsystems, isolators, LED (light emitting diodes) drivers, mixers, modulators, optocouplers, optoisolators, phase shifters, PLLs (Phase Locked Loops)/synthesizers/VCOs (voltage controlled oscillator, power dividers/combiners, power management devices, receivers, switches, technical ceramics and voltage regulators.
  2. ABMD – ABIOMED, Inc. is a provider of mechanical circulatory support devices and offers a continuum of care to heart failure patients. The Company develops, manufacture and market products that are designed to enable the heart to rest, heal and recover by improving blood flow and/or performing the pumping function of the heart. The Company’s products are used in the cardiac catheterization lab (cath lab) by interventional cardiologists and in the heart surgery suite by heart surgeons for patients who are in need of hemodynamic support prophylactically or emergently before, during or after angioplasty or heart surgery procedures. The Impella 2.5 is introduced with normal interventional cardiology procedures and can pump up to 2.5 liters of blood per minute. The Company is conducting USpella, the United States multicenter observational registry collecting clinical data and outcomes for general use patients supported with Impella 2.5, CP and 5.0 during procedures.
  3. MEI – Methode Electronics, Inc. is a manufacturer of component and subsystem devices. The Company designs, manufactures and markets devices employing electrical, radio remote control, electronic, wireless and sensing technologies. The Company operates through four segments: Automotive, Interconnect, Power Products and Other. The Automotive segment supplies electronic and electro-mechanical devices and related products to automobile original equipment manufacturers. The Interconnect segment provides copper and fiber-optic interconnect and interface solutions for the aerospace, appliance, commercial, computer, construction, consumer, material handling, medical, military, mining, networking, storage, and telecommunications markets. The Power Products segment manufactures braided flexible cables, current-carrying laminated bus devices, custom power-product assemblies, high-current low voltage flexible power cabling systems and powder coated bus bars.
  4. STZ – Constellation Brands, Inc. is a leading international beverage alcohol company, with operations in United States, Canada and New Zealand. The Company’s wine portfolio is complemented by select premium spirits brands and other select beverage alcohol products. The Company has three business segments: beer; wine and spirits; and, corporate operations and others. In the United States, the Company operates 18 wineries using many varieties of grapes grown principally in the Napa, Sonoma, Monterey and San Joaquin regions of California. It also operates nine wineries in Canada, four wineries in New Zealand and five wineries in Italy. The Company’s Canadian whisky requirements are produced and aged at its Canadian distillery in Lethbridge, Alberta.
  5. THRM – Gentherm Inc (Gentherm), doing business as Gentherm Incorporated, is engaged in the design, development and manufacturing of thermal management technologies for a range of heating and cooling and temperature control applications. Its automotive products include actively heated and cooled seat systems and cup holders, heated and ventilated seat systems, thermal storage bins, heated seat and steering wheel systems, cable systems and other electronic devices. The Company operates through three segments: Automotive, which includes the aggregated operating results from Gentherm’s three geographic operating segments: North America, Europe and Asia; Industrial, which includes the combined operating results of Gentherm Global Power Technologies (GPT) and Gentherm’s advanced research and development division; and reconciling Items, which include corporate selling, general and administrative costs and acquisition transaction costs.
  6. MNST – Monster Beverage Corporation is a holding company. The Company develop, market, sell and distribute alternative beverage category beverages under the brand names of Monster Energy, Monster Rehab, Monster Energy Extra Strength Nitrous Technology, Java Monster, X-Presso Monster, Muscle Monster, Punch Monster, Hansen’s, Hansen’s Natural Cane Soda, Junior Juice, Blue Sky, Hubert’s, Worx Energy and Peace Tea. The company has two segments, Direct Store Delivery (DSD), whose principal products comprise energy drinks, and Warehouse (Warehouse), whose principal products comprise juice-based and soda beverages. The DSD segment develops, markets and sells products primarily through an exclusive distributor network, whereas the Warehouse segment develops, markets and sells products primarily direct to retailers.
  7. UA – Under Armour, Inc. is engaged in the development, marketing and distribution of branded performance apparel, footwear and accessories for men, women and youth. The brand’s moisture-wicking fabrications are engineered in many designs and styles for wear in nearly every climate to provide a performance alternative to traditional products. The Company’s primary business operates in four geographic segments: North America, comprising the United States and Canada; Europe, the Middle East and Africa (EMEA); Asia and Latin America. Each of these geographic segments operates predominantly in one industry: the design, development, marketing and distribution of performance apparel, footwear and accessories. Beginning December 2013, the Company also operates its acquired MapMyFitness business as a separate segment.
  8. REGN – Regeneron Pharmaceuticals, Inc. (Regeneron) is a biopharmaceutical company that discovers, invents, develops, manufactures and commercializes medicines for the treatment of serious medical conditions. Regeneron develops new product candidate using VelociSuite technology platforms. Regeneron’s discovery platforms are designed to identify specific proteins of therapeutic interest for a particular disease or cell type and validate these targets through high-throughput production of genetically modified mice using the Company’s VelociGene technology to understand the role of these proteins in normal physiology, as well as in models of disease. The Company also has human monoclonal antibody technology, VelocImmune and cell line expression technology VelociMab. Regeneron’s antibody product candidates in clinical trials were developed using VelocImmune. The Company has three marketed products: EYLEA, ZALTRAP and ARCALYST.
  9. JAH – Jarden Corporation is a global consumer products company. The Company has diverse portfolio of products, over 120 iconic brands and present across the world. The Company operates in three primary business segments, allowing it to enhance the lives of consumers in countless aspects of everyday life. From Branded Consumables such as First Alert, First Essentials, Lehigh, Loew Cornell, Pine Mountain, and Quickie, to Consumer Solutions such as Bionaire, Crock-Pot, FoodSaver, Health o meter, Holmes, Mr. Coffee, and Oster, its products can be found in homes and businesses across the world. The Company offers globally recognized Outdoor Solutions such as Abu Garcia, Aero, Berkley, Coleman, Fenwick, K2, Marmot, Mitchell, Penn, Rawlings, Yankee Candle, and Zoot, among many others.
  10. MCK – McKesson Corporation delivers pharmaceuticals, medical supplies and healthcare information technology. The Company operates in two segments. The McKesson Distribution Solutions segment distributes ethical and drugs and equipment and health and beauty care products throughout North America and internationally. This segment provides pharmaceutical solutions for biotech and pharmaceutical manufacturers, and practice management, technology, clinical support and business solutions to oncology and other specialty practices operating in the community setting. The McKesson Technology Solutions segment includes McKesson Health Solutions, which includes the Company’s InterQual clinical criteria solution, claims payment solutions and network performance tools. This segment delivers enterprise-wide clinical, patient care, financial, supply chain, strategic management software solutions, as well as connectivity, outsourcing and other services.
  11. EXR – Extra Space Storage Inc., is a fully integrated, self-administered and self-managed real estate investment trust. The Company owns, operates, manages, acquires, develops and redevelops professionally managed self-storage facilities. It operates through three segments, namely rental operations; tenant reinsurance; and property management, acquisition and development. As of December 31, 2013, it held ownership interests in 779 operating properties. Of these operating properties, 506 are wholly-owned, and 273 are owned in joint venture partnerships. An additional 250 operating properties are owned by third parties and operated by the company. These operating properties are located in 35 states, Washington, D.C. and Puerto Rico and contain approximately 75.7 million square feet of net rentable space in approximately 680,000 units and currently serve a customer base of approximately 600,000 tenants. All of the Company’s businesses are conducted through Extra Space Storage LP.
  12. YHOO – Yahoo! Inc. is a technology company and through its technology and insights, delivers digital content and experiences, across devices and globally. The Company provides online properties and services (Yahoo! Properties) to users, as well as a distribution network of third-party entities (Affiliates). These Affiliates integrate its advertising offerings into their Websites or other offerings. Its products include: Search, Communications, Digital Magazines, Video, Flickr, and Tumblr. Search includes Yahoo Search and Yahoo Answers, which enables the users to navigate the Internet, discover information, seek, and share knowledge. Communications includes Yahoo Mail, Yahoo Messenger and Yahoo Groups. Digital Magazines includes Yahoo.com, My Yahoo and Yahoo Weather, among others. Video includes Yahoo Screen and Yahoo Smart TV. Flickr offers Web and mobile photo management and sharing service. Tumblr offers a Web service and mobile application.
  13. ZBRA – Zebra Technologies Corporation (Zebra) offers enterprise asset intelligence products and services. The Company’s products and services allow customers to manage their assets, transactions and people of their organization. The Company designs, manufactures and sells a range of products, including enterprise mobile computers; advanced data capture devices, such as laser, two-dimensional (2D) and radio frequency identification (RFID) scanners and readers; wireless local area network (WLAN) products; printers for barcode labeling and personal identification; real-time location systems; related supplies, such as self-adhesive labels, and utilities, frameworks and application software. The Company operates in two segments: Enterprise, which consists of its mobile computing, data capture and WLAN products, and Legacy Zebra, which consists of barcode and card printing, location, and motion sensing and supplies products.
  14. AAPL – Apple Inc. (Apple) designs, manufactures and markets mobile communication and media devices, personal computers, and portable digital music players, and a variety of related software, services, peripherals, networking solutions, and third-party digital content and applications. The Company’s products and services include iPhone, iPad, Mac, iPod, Apple TV, a portfolio of consumer and professional software applications, the iOS and OS X operating systems, iCloud, and a variety of accessory, service and support offerings. The Company also delivers digital content and applications through the iTunes Store, App StoreSM, iBookstoreSM, and Mac App Store. The Company distributes its products worldwide through its retail stores, online stores, and direct sales force, as well as through third-party cellular network carriers, wholesalers, retailers, and value-added resellers. In February 2012, the Company acquired app-search engine Chomp.
  15. ULTA – Ulta Salon, Cosmetics & Fragrance, Inc. is a beauty retailer, which provides one-stop shopping for prestige, mass and salon products and salon services. The Company offers branded and private label beauty products in cosmetics, fragrance, haircare, skincare, bath and body products and salon styling tools. The Company offers a combination of over approximately 20,000 prestige and mass beauty products organized by category in a bright, open store environment. The beauty products are arranged in self-service displays and full-service boutiques. The Company also offers a full-service salon and a range of salon haircare products. Each salon is a full-service salon offering haircuts, hair coloring and permanent texture, with most salons also providing facials and waxing.

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