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

Company name Boston Beer Co Inc
Stock ticker SAM
Live stock price [stckqut]SAM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $178.24
Target stock price (averages with growth) $160.71
Target stock price (averages with no growth) $112.63
Target stock price (manual assumptions) $145.47

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

The Boston Beer Company, Inc. (Boston Beer) is a craft brewer in the United States. During the year ended December 31, 2011, Boston Beer sold approximately 2.5 million barrels of its products (core brands) and brewed or packaged approximately 13,000 barrels under contract (non-core brands) for third parties. During 2011, the Company sold over fifty beers under the Samuel Adams or the Sam Adams brand names, seven flavored malt beverages under the Twisted Tea brand name, three hard cider beverages under the Angry Orchard brand name and one hard cider under the HardCore brand name. Boston Beer produces malt beverages and hard cider at Company-owned breweries and under contract arrangements at other brewery locations. The Company-owned breweries are located in Boston, Massachusetts (the Boston Brewery), Cincinnati, Ohio (the Cincinnati Brewery) and Breinigsville, Pennsylvania (the Pennsylvania Brewery). During 2011, the Company launched the Angry Orchard brand family.

 

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: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Royal Gold, Inc USA)
Stock ticker RGLD
Live stock price [stckqut]RGLD[/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) $128.05
Target stock price (averages with growth) $147.3
Target stock price (averages with no growth) $106.17
Target stock price (manual assumptions) $103.18

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

Royal Gold, Inc. (Royal Gold) together with its subsidiaries, is engaged in the business of acquiring and managing precious metals royalties and similar interests. The Company focuses to acquire existing royalties or to finance projects that are in production or in development stage in exchange. As of June 30, 2012, the Company owned royalties on 39 producing properties, 26 development stage properties and 128 exploration stage properties, of which the Company considers 40 to be evaluation stage projects. The Company owns a royalty on all gold produced from the sulfide portion of the Andacollo copper and gold deposit. The Company owns a 1.0% to 1.5% sliding-scale net smelter return (NSR) royalty on the Canadian Malartic open-pit gold mine and milling operation located in Quebec, Canada.

 

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: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Potash Corp./Saskatchewan (USA)
Stock ticker POT
Live stock price [stckqut]POT[/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) $58.99
Target stock price (averages with growth) $72.59
Target stock price (averages with no growth) $56.85
Target stock price (manual assumptions) $50.89

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. It is a producer of potash, phosphates and nitrogen producer. PCS owns and operates five potash mines in Saskatchewan and one in New Brunswick. It also holds mineral rights at the Esterhazy mine in Saskatchewan where potash is produced under a mining and processing agreement with a third party. Its phosphate operations include the manufacture and sale of solid and liquid phosphate fertilizers, animal feed supplements and industrial acid, which is used in food products and industrial processes. Its nitrogen operations include 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. As of December 31, 2011, it held 22% ownership interest in Sinofert Holdings Limited (Sinofert).

 

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: Good company, Stock analysis
Tagged:
With: 0 Comments

Company name Priceline.com Inc
Stock ticker PCLN
Live stock price [stckqut]PCLN[/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) $970.82
Target stock price (averages with growth) $1342.04
Target stock price (averages with no growth) $930.67
Target stock price (manual assumptions) $982.28

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

priceline.com Incorporated is an online travel company that offers its customers hotel room reservations at over 210,000 hotels worldwide through the Booking.com, priceline.com and Agoda brands. In the United States, the Company also offers its customers reservations for car rentals, airline tickets, vacation packages, destination services and cruises through the priceline.com brand. It offers car rental reservations worldwide through rentalcars.com. In the United States, the Company also offers customers the ability to purchase other travel services, including airline tickets, rental car days, vacations packages, destination services and cruises through both a traditional, price-disclosed retail manner, and through its demand-collection system known as Name Your Own Price. During the year ended December 31, 2011, it re-branded TravelJigsaw as rentalcars.com through rentalcars.com, it offers retail price-disclosed rental car reservations worldwide.

 

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: Good company, Stock analysis
Tagged:
With: 0 Comments

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.