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Company name QUALCOMM, Inc.
Stock ticker QCOM
Live stock price [stckqut]QCOM[/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) $73.37
Target stock price (averages with growth) $101.12
Target stock price (averages with no growth) $86.12
Target stock price (manual assumptions) $72.15

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

QUALCOMM Incorporated (Qualcomm), incorporated on August 15, 1991, is engaged in design, manufacture, have manufactured on its behalf and market digital communications products and services based on code division multiple access (CDMA), Orthogonal Frequency Division Multiplexing (OFDMA) and other technologies. The Company operates in four segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); Qualcomm Wireless & Internet (QWI), and Qualcomm Strategic Initiatives (QSI). The Company develops and supply integrated circuits and system software based on CDMA, OFDMA and other technologies for uses in voice and data communications, networking, application processing, multimedia and global positioning system products. In November 2012, the Company acquired certain assets of EPOS Development, Ltd. (EPOS), developer of ultrasound technologies for input solutions, including pen, stylus and gesture recognition.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Potash Corp./Saskatchewan (USA)
Stock ticker POT
Live stock price [stckqut]POT[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $62.42
Target stock price (averages with growth) $69.92
Target stock price (averages with no growth) $50.09
Target stock price (manual assumptions) $48.96

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

Potash Corporation of Saskatchewan Inc. (PCS) is an integrated fertilizer and related industrial and feed products company. The Company operates in three segments: potash, phosphate and nitrogen. The Company owns and operates five potash mines in Saskatchewan and one in New Brunswick. Its phosphate operations include the manufacture and sale of solid and liquid phosphate fertilizers, phosphate feed and industrial acid, which is used in food products and industrial processes. The Company also has a phosphate mine and two mineral processing plant complexes in northern Florida and five phosphates feed plants in the United States. It produces phosphoric acid at its Geismar, Louisiana facility. The nitrogen operations involve the production of nitrogen fertilizers and nitrogen feed and industrial products, including ammonia, urea, nitrogen solutions, ammonium nitrate and nitric acid. It has nitrogen facilities in Georgia, Louisiana, Ohio and Trinidad.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Annaly Capital Management, Inc.
Stock ticker NLY
Live stock price [stckqut]NLY[/stckqut]
P/E compared to competitors Fair

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) $20.98
Target stock price (averages with growth) $22.98
Target stock price (averages with no growth) $19.95
Target stock price (manual assumptions) $20.64

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

Annaly Capital Management, Inc. (Annaly) owns, manage, and finance a portfolio of real estate related investments, including mortgage pass-through certificates, collateralized mortgage obligations (CMOs), Agency callable debentures, and other securities representing interests in or obligations backed by pools of mortgage loans. The Company’s wholly owned subsidiaries offer diversified real estate, asset management and other financial services. The Company’s subsidiary, RCap Securities, Inc. (RCap), operates as a broker-dealer. The Company also invests in Agency debentures, which consist of debentures issued by the Federal Home Loan Bank (FHLB), Freddie Mac and Fannie Mae. In August 2012, the Company liquidated FIDAC FSI LLC. In December 2012, the Company sold FIDAC Europe Limited. As of December 31, 2012, all of the mortgage-backed securities, which it has acquired, have been backed by single-family residential mortgage loans.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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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 Fair
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $23.01
Target stock price (averages with growth) $18.42
Target stock price (averages with no growth) $10.71
Target stock price (manual assumptions) $22.85

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

Net Servicos de Comunicacao SA is a Brazil-based company primarily engaged in the pay-television and broadband Internet industries. The Company’s pay television (Pay TV) sector comprises programming and broadcasting of movie, sports, entertainment and news channels. The Company provides Internet access under the brand name Net Virtua. The Company offers voice services, such as local fixed telephony, with Empresa Brasileira de Telecommunicacoes SA under the brand name Net Fone Via Embratel. As of December 31, 2011, the Company’s wholly owned subsidiaries included Net Brasilia Ltda, Net Rio Ltda, Net Sao Paulo Ltda, Reyc Comercio e Participacoes Ltda, Jacarei Cabo SA, 614 TVH Vale Ltda, 614 Servicos de Internet Maceio Ltda and 614 Servicos de Internet Joao Pessoa Ltda.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $95.6
Target stock price (averages with growth) $117.02
Target stock price (averages with no growth) $75.65
Target stock price (manual assumptions) $88.38

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. alternative beverage category combines non-carbonated ready-to-drink iced teas, lemonades, juice cocktails, single-serve juices and fruit beverages, ready-to-drink dairy and coffee drinks, energy drinks, sports drinks, and single-serve still water (flavored, unflavored and enhanced) with new age beverages, including sodas that are considered natural, sparkling juices and flavored sparkling beverages. It has two reportable segments, namely 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 directly to retailers.

 

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

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.