By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments
Company name American Tower Corporation
Stock ticker AMT
Live stock price [stckqut]AMT[/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) $49.3
Target stock price (averages with growth) $87.59
Target stock price (averages with no growth) $83.74
Target stock price (manual assumptions) $66.97

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

American Tower Corporation is a holding company. The Company conducts its operations through its directly and indirectly owned subsidiaries. It is a wireless and broadcast communications infrastructure company that owns, operates and develops communications sites. Its primary business includes leasing antenna space on multi-tenant communications sites to wireless service providers and radio and television broadcast companies. This business is its rental and management operations. The Company also offers tower-related services domestically, including site acquisition, zoning and permitting services and structural analysis services, which primarily support its site leasing business and the addition of new tenants and equipment on its sites. On August 6, 2010, the Company acquired Essar Telecom Infrastructure Private Limited (ETIPL). On June 29, 2010, it acquired 113 towers from Telefonica Chile S.A. In January 2012, the Company merged with and into American Tower REIT, Inc.

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, in fact the company ranks as a Good company, but there are some concerns with the price of the stock.

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name BKF Capital Group, Inc.
Stock ticker BKFG
Live stock price [stckqut]BKFG[/stckqut]
Confident Investor Rating Poor

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

BKF Capital Group, Inc. (BKF) operates through its wholly owned subsidiary, BKF Management Co., Inc. (BMC) and its subsidiaries. As of December 31, 2009, the Company had no operations. The Company is focused on a merger, acquisition, business combination or other arrangement by and between the Company and a viable operating entity. The Company, through BKF GP Inc., acts as the managing general partner of several private investment partnerships, which are in the process of being liquidated and dissolved. The Company operated in the investment advisory and asset management business entirely through Asset Management, Inc. (BAM), which was an investment adviser with. BAM specialized in managing equity portfolios for institutional investors through its equity and alternative investment strategies.

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.

By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name Peabody Energy Corporation
Stock ticker BTU
Live stock price [stckqut]BTU[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $6.11
Target stock price (averages with growth) $9.18
Target stock price (averages with no growth) $14.84
Target stock price (manual assumptions) $21.55

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

Peabody Energy Corporation is a coal company. The Company owns majority interests in 28 coal mining operations located in the United States and Australia. In addition to mining operations, it markets, brokers and trades coal. It operates in four segments: its three mining segments and Trading and Brokerage segment. The three mining segments are Western U.S. Mining, Midwestern U.S. Mining and Australian Mining. Its fifth segment, Corporate and Other, includes mining and export/transportation joint ventures, energy-related commercial activities, as well as the management of its coal reserve and real estate holdings. The principal business of its U.S. Mining segments is the mining, preparation and sale of thermal (steam) coal, sold primarily to electric utilities. Through the Trading and Brokerage segment, the Company brokers coal sales of other coal producers both as principal and agent, and trade coal, freight and freight-related contracts.

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 (which it currently is not). Most of the fundamentals of this company are good but there are some concerns.

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name Acacia Research Corporation
Stock ticker ACTG
Live stock price [stckqut]ACTG[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $0
Target stock price (averages with growth) $0.13
Target stock price (averages with no growth) $0.51
Target stock price (manual assumptions) $19

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

Acacia Research Corporation, through its operating subsidiaries, acquires, develops, licenses and enforces patented technologies. Its operating subsidiaries assist patent owners with the prosecution and development of their patent portfolios, the protection of their patented inventions from unauthorized use, the generation of licensing revenue from users of their patented technologies. In November 2011, it announced that a subsidiary had acquired rights to semiconductor memory and process patents from a technology company. In November 2011, it announced that a subsidiary has acquired six portfolios relating to cellular technology, mobile handsets, wireless local area networks, video processing, Internet Protocol Television technology, and location based services technology. In December 2011, the Company announced that a subsidiary acquired patents for inhaler drug delivery technology from a major medical company.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. This is the kind of company that I invariably will get emails about that I don’t understand how great this company is. They will be right – there is a lot to not like about this company. I consider this to be a relatively risky investment but for those of you that like a risky investment, I will not stop you. In addition to not liking the fundamentals, I also don’t like the business that this company is in.

By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name Amphenol Corporation
Stock ticker APH
Live stock price [stckqut]APH[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $50.25
Target stock price (averages with growth) $70.32
Target stock price (averages with no growth) $60.04
Target stock price (manual assumptions) $49.65

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

Amphenol Corporation (Amphenol) is a designer, manufacturer and marketer of electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and high-speed specialty cable. It operates in two business segments: Interconnect Products and Assemblies, and Cable Products. It designs and manufactures connectors and interconnect systems, which are used primarily to conduct electrical and optical signals for a range of electronic applications. It has developed a range of connector and interconnect products for information technology and communications equipment applications, including the converging voice, video and data communications markets. It offers a range of interconnect products for factory automation and motion control systems, machine tools, instrumentation and medical systems and mass transportation applications. Amphenol�s brand names include Amphenol, Times Fiber, Tuchel, Socapex, Sine, Spectra-Strip, Pyle-National, Matrix and Kai Jack.

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.