Company name Liberty Property Trust
Stock ticker LRY
Live stock price [stckqut]LRY[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $53.07
Target stock price (averages with growth) $69.04
Target stock price (averages with no growth) $68.46
Target stock price (manual assumptions) $53.03

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

Liberty Property Trust (the Trust) is a self-administered and self-managed Maryland real estate investment trust (REIT). The Trust’s assets are owned directly or indirectly, and all of its operations are conducted directly or indirectly, by its subsidiary, Liberty Property Limited Partnership (the Operating Partnership). It provides leasing, property management, development, acquisition, and other tenant-related services for a portfolio of industrial and office properties, which are located within the Mid-Atlantic, Southeastern, Midwestern and Southwestern United States and the United Kingdom. During the year ended December 31, 2011, it acquired 21 properties comprising 4.2 million square feet. During 2011, it sold 62 operating properties containing an aggregate of 4.2 million square feet and 61 acres of land. On April 3, 2012, it sold 49 properties totaling 2.5 million square feet of space in Wisconsin, Maryland, Virginia, North Carolina and New Jersey.

 

Confident Investor comments: This is one of my favorite REITs. At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

 

Jim Cramer has probably received more acclaim for helping individual investors than anyone. His show Mad Money is very popular and he gets praise for his Lightning Round segment. On that segment, callers ask him about a stock and gives a very quick answer as to his thoughts. I am not interested in criticizing Mr. Cramer for his quick appraisal as I think that this type of analysis is always a challenge. I am consistently amazed at his ability to give good advice on the fly.

I thought it would be interesting to compare my thoughts to Mr. Cramer’s Lightning Round. I am not going to do the full analysis like my traditional stock review posts but rather just say if I agree or disagree with him. Here are last weeks picks and my thoughts. If this article is well received, I may continue this as a regular feature.

The Lightning Round picks came from the Mad Money page on The Street.

Company

Date

Segment

Jim Cramer’s Call

Confident Investor Call

American Capital Agency (AGNC) 11/08

Not good enough

Align Technology (ALGN) 11/05

Not good enough

Yamana Gold (AUY) 11/05

Worth considering

Bristol-Myers Squibb (BMY) 11/09

Not good enough

Boardwalk Partners (BWP) 11/07

Not good enough

Caterpillar (CAT) 11/09

Already on Watch List

Chevron (CVX) 11/09

Worth considering

Changyou.com (CYOU) 11/08

Not good enough

CYS Investments (CYS) 11/08

Not good enough

Caesars Entertainment (CZR) 11/09

No- not profitable

Facebook (FB) 11/09

Not good enough

Frontier Communications (FTR) 11/07

Worth considering

SPDR Gold Shares (GLD) 11/05

I don’t analyze SPDR

Generac Holdings (GNRC) 11/08

Not good enough

Google (GOOG) 11/09

Already on Watch List

Harley Davidson (HOG) 11/09

Worth considering

Intel (INTC) 11/05

Worth considering

JC Penney (JCP) 11/07

No – not profitable

Nordstrom (JWN) 11/09

Worth considering

McDonald’s (MCD) 11/05

Not good enough

MGM Resorts (MGM) 11/05

No – not profitable

Microsoft (MSFT) 11/09

Not good enough

Matrix Service (MTRX) 11/05

Worth considering

Protein Design Labs (PDLI) 11/05

Worth considering

PPL Corp (PPL) 11/08

Worth considering

Sears Holdings (SHLD) 11/07

Not good enough

Skyworks Solutions (SWKS) 11/08

Not good enough

VIVUS (VVUS) 11/07

No – not profitable

Walgreens (WAG) 11/05

Not good enough

Wynn Resorts (WYNN) 11/09

Worth considering

Yahoo! (YHOO) 11/09

Not good enough

 

As you can easily see, I am a bit more conservative on my choices than Mr. Cramer.  I really want a company to be growing well and be profitable in order for them to be on my list.