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Company name Net Servicos de Comunicacao SA (ADR)
Stock ticker NETC
Live stock price [stckqut]NETC[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $20.46
Target stock price (averages with growth) $21.08
Target stock price (averages with no growth) $12.53
Target stock price (manual assumptions) $16.86

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

Net Servicos de Comunicacao SA is a Brazil-based holding company engaged in the pay-television and broadband Internet industries. The Company provides cable television services under the brand name, NET, and Internet access under the brand name, NET VIRTUA. The Company provides voice services with Empresa Brasileira de Telecommunicacoes SA under the brand name, NET FONE VIA EMBRATEL. As of December 31, 2011, the Company held 100% interest in the subsidiaries: Net Brasilia Ltda., Net Rio Ltda., Net Sao Paulo Ltda., Reyc Comercio e Participacoes Ltda., Jacarei Cabo S.A., 614 TVH Vale Ltda., 614 Servicos de Internet Maceio Ltda. and 614 Servicos de Internet Joao Pessoa Ltda.

 

Confident Investor comments: This is a good stock if you want technology and international exposure to your portfolio. At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

 

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Company name Monster Beverage Corp
Stock ticker MNST
Live stock price [stckqut]MNST[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $119.57
Target stock price (averages with growth) $119.52
Target stock price (averages with no growth) $64.05
Target stock price (manual assumptions) $70.3

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

Monster Beverage Corporation, formerly Hansen Natural Corporation, is a holding company. The Company develops, markets, sells and distributes alternative beverage. The Company’s category beverages brand names include Monster Energy, Monster Rehab, Monster Energy Extra Strength Nitrous Technology, Java Monster, X-Presso Monster, Worx Energy, Peace Tea, Hansen’s, Hansen’s Natural Soda, Junior Juice, Blue Sky, Hubert’s and Vidration. The Company operates in two segments: Direct Store Delivery (DSD), whose principal products consists of primarily energy drinks, and Warehouse, whose principal products consists of juice based and soda beverages. In December 2011, the Company acquired PRE Beverage’s assets which include a line of prebiotic and probiotic digestive wellness ready-to-drink beverages and powder drink mixes, containing specially formulated blends by Jarrow Formulas.

 

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

 

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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.

 

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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.

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WHEREAS it has long been our custom to commemorate November 11, the anniversary of the ending of World War I, by paying tribute to the heroes of that tragic struggle and by rededicating ourselves to the cause of peace; and

WHEREAS in the intervening years the United States has been involved in two other great military conflicts, which have added millions of veterans living and dead to the honor rolls of this Nation; and

WHEREAS the Congress passed a concurrent resolution on June 4, 1926 . . . calling for the observance of November 11 with appropriate ceremonies, and later provided in an act approved May 13, 1938 . . . that the eleventh of November should be a legal holiday and should be known as Armistice Day; and

WHEREAS, in order to expand the significance of that commemoration and in order that a grateful Nation might pay appropriate homage to the veterans of all its wars who have contributed so much to the preservation of the Nation, the Congress, by an act approved June 1, 1954 . . . changed the name of the holiday to Veterans Day:

NOW, THEREFORE, I, DWIGHT D. EISENHOWER, President of the United States of America, do hereby call upon all of our citizens to observe Thursday, November 11, 1954, as Veterans Day. On that day let us solemnly remember the sacrifices of all those who fought so valiantly, on the seas, in the air, and on foreign shores, to preserve our heritage of freedom, and let us reconsecrate ourselves to the task of promoting an enduring peace so that their efforts shall not have been in vain. I also direct the appropriate officials of the Government to arrange for the display of the flag of the United States on all public buildings on Veterans Day.

In order to insure proper and widespread observance of this anniversary, all veterans, all veterans’ organizations, and the entire citizenry will wish to join hands in the common purpose.

Words by President Dwight D. Eisenhower