By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments

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 Broadcom Corporation
Stock ticker BRCM
Live stock price [stckqut]BRCM[/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) $62.99
Target stock price (averages with growth) $120.34
Target stock price (averages with no growth) $125.72
Target stock price (manual assumptions) $51.93

The following company description is from Google Finance: http://www.google.com/finance?q=brcm
Broadcom Corporation (Broadcom) is a provider of semiconductor for wired and wireless communications. Broadcom products enable the delivery of voice, video, data and multimedia to and throughout the home, the office and the mobile environment. The Company provides a range of system-on-a-chip (SoC), and software solutions to manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices. Its product portfolio includes broadband communications, mobile and wireless, and infrastructure and networking. In November 2010, the Company completed the acquisition of Percello Ltd. (Percello). In November 2010, the Company completed the acquisition of Beceem Communications, Inc. (Beceem). In December 2010, the Company completed the acquisition of Gigle Networks Inc. (Gigle), a company that develops SoC solutions for home networking over power lines.

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

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
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.

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name Crown Castle International Corp.
Stock ticker CCI
Live stock price [stckqut]CCI[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=cci
Crown Castle International Corp. (CCIC) owns, operates and leases towers and other communication structures (collectively, towers), for wireless communications. The Company’s core business is renting space on its towers via long-term contracts in various forms, including license, sublease and lease agreements. Its towers can accommodate multiple customers (co-location) for antennas and other equipment necessary for the transmission of wireless signals for mobile telephones and other devices. Revenues derived from this site rental business represented 92% of CCIC’s consolidated revenues during the year ended December 31, 2009. It conducts its operations principally through subsidiaries of Crown Castle Operating Company (CCOC), including certain subsidiaries that operate its tower portfolios in the United States, Puerto Rico and Canada (collectively referred to as CCUSA), and a 77.6% owned subsidiary that operates its Australia tower portfolio (referred to as CCAL).

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: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name SBA Communications Corporation
Stock ticker SBAC
Live stock price [stckqut]SBAC[/stckqut]
Confident Investor Rating Poor

“SBA Communications Corporation (SBA) is an independent owner and operator of
wireless communications towers. Its principal operations are in the
continental United States. In addition, SBA has towers in Canada, Puerto
Rico and the United States Virgin Islands. Its principal business line is
its site leasing business, which contributed 97.4% of its total segment
operating profit for the year ended December 31, 2009. In its site leasing
business, it leases antenna space primarily to wireless service providers on
towers and other structures that it owns, manages or leases from others. As
of December 31, 2009, SBA owned 8,324 tower sites. The Company also manages
or leases approximately 5,100 communications sites, approximately 550, of
which were revenue producing as of December 31, 2009. Its other business
line is its site development business, through which it assists wireless
service providers in developing and maintaining their own wireless service
networks. ”


By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name Rogers Communications Inc. (USA)
Stock ticker RCI
Live stock price [stckqut]RCI[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Fair
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $1.61
Target stock price (averages with growth) $2.41
Target stock price (averages with no growth) $3.5
Target stock price (manual assumptions) $18.52

“Rogers Communications Inc. (Rogers) is a diversified Canadian communications
and media company with its operations in Canada. The Company is engaged in
wireless voice and data communications services through Canada’s Wireless
provider. Through Cable, it is a provider of cable television services, as
well as high-speed Internet access, telephony services and video retailing.
Through Media, it is engaged in radio and television broadcasting, televised
shopping, magazines and trade publications, and sports entertainment. Rogers
operates under three segments: wireless, cable and media. On May 31, 2009,
the Company acquired K-Rock 1057 Inc. ”


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