By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name General Electric Company
Stock ticker GE
Live stock price [stckqut]GE[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Fair
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $13.75
Target stock price (averages with growth) $18.32
Target stock price (averages with no growth) $17.5
Target stock price (manual assumptions) $16.7

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

General Electric Company (GE) is a diversified technology and financial services corporation. The products and services of the Company range from aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing and industrial products. Effective January 28, 2011, it held a 49% interest in a media entity that includes the NBC Universal businesses. Its segments include Energy Infrastructure, Technology Infrastructure, NBC Universal, GE Capital and Home & Business Solutions. Effective January 1, 2011, it reorganized Technology Infrastructure segment into three segments: Aviation, Healthcare and Transportation. On February 1, 2011, it acquired Dresser, Inc. On February 3, 2011, it acquired Wellstream PLC. In September 2011, it launched a new entity, Research Circle Technology Inc. (RCT). In October 2011, the Company’s GE Energy Financial Services unit bought a 58% interest in Lightfoot Capital Partners L.P.

Confident Investor comments: Continuing the 4 part series analyzing Jim Cramer’s “Diamonds of the Dow” and once again I am not crazy about his pick. At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good, in fact the company ranks as a Good company, but there are some concerns with the price of the stock.

By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name The Boeing Company
Stock ticker BA
Live stock price [stckqut]BA[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $116.96
Target stock price (averages with growth) $148.52
Target stock price (averages with no growth) $115.89
Target stock price (manual assumptions) $98.79

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

The Boeing Company (Boeing) is an aerospace company. Boeing is engaged in the design, development, manufacture, sale and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight, and launch systems and services. The Company operates in five segments: Commercial Airplanes, Boeing Military Aircraft (BMA), Network & Space Systems (N&SS), Global Services & Support (GS&S), and Boeing Capital Corporation (BCC). Boeing�s Other segment includes the activities of engineering, operations and technology (EO&T), and shared services group (SSG), as well as intercompany guarantees provided to BCC. In July 2010, the Company acquired Narus, which is a provider of network traffic and analytics software. On August 5, 2010, the Company acquired Argon ST, Inc. (Argon). In December 2010, Boeing completed the acquisition of the business and operations conducted by Summit Aeronautics Group in Helena, Montana.

Confident Investor comments: This is the second of my 4 part series on Jim Cramer’s “Diamonds of the Dow” and I am a little more comfortable with this one. Not exactly a diamond but probably a pretty safe investment. At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name AT&T Inc.
Stock ticker T
Live stock price [stckqut]T[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Fair
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $1.75
Target stock price (averages with growth) $2.1
Target stock price (averages with no growth) $2.42
Target stock price (manual assumptions) $23.42

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

AT&T Inc. is a holding company. The Company is a provider of telecommunications services in the United States and worldwide. These include wireless communications, local exchange services, long-distance services, data/broadband and Internet services, video services, managed networking, wholesale services and directory advertising and publishing. It operates in four segments: wireless, which provides both wireless voice and data communications services across the United States and, through roaming agreements, in foreign countries; wireline, which provides landline voice and data communication services, AT&T U-Verse TV, broadband and voice services (U-Verse) and managed networking to business customers; advertising solutions, which publishes Yellow and White Pages directories and sells directory advertising and Internet-based advertising and local search, and other, which provides results from customer information services and all corporate and other operations.

Confident Investor comments: This is the first of a 4 part analysis of Jim Cramer’s “Rough Diamonds of the Dow” and frankly it is not starting well.  I really do not like AT&T. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

By:
On:
In: Commentary
Tagged: , , ,
With: 0 Comments

Jim Cramer of Mad Money and The Street is arguably the most famous stock analyst in today’s media.  The best thing about Jim is that he tries to explain everything in great detail and he also admits when he makes a mistake.  It would be great if more analysts (probably myself included) admitted when they were wrong!

Cramer recently picked his “Diamonds of the Dow” or maybe “Rough Diamonds of the Dow”.  So for the next 4 days we will take each one of these and see how they do in the CIR (Confident Investor Rating) scale.  Should be fun!

The four companies are:

AT&T [stckqut]T[/stckqut]

Boeing [stckqut]BA[/stckqut]

General Electric [stckqut]GE[/stckqut]

Kraft Foods [stckqut]KFT[/stckqut]

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments
Company name American Tower Corporation
Stock ticker AMT
Live stock price [stckqut]AMT[/stckqut]
P/E compared to competitors Fair
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) $49.3
Target stock price (averages with growth) $87.59
Target stock price (averages with no growth) $83.74
Target stock price (manual assumptions) $66.97

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

American Tower Corporation is a holding company. The Company conducts its operations through its directly and indirectly owned subsidiaries. It is a wireless and broadcast communications infrastructure company that owns, operates and develops communications sites. Its primary business includes leasing antenna space on multi-tenant communications sites to wireless service providers and radio and television broadcast companies. This business is its rental and management operations. The Company also offers tower-related services domestically, including site acquisition, zoning and permitting services and structural analysis services, which primarily support its site leasing business and the addition of new tenants and equipment on its sites. On August 6, 2010, the Company acquired Essar Telecom Infrastructure Private Limited (ETIPL). On June 29, 2010, it acquired 113 towers from Telefonica Chile S.A. In January 2012, the Company merged with and into American Tower REIT, Inc.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good, in fact the company ranks as a Good company, but there are some concerns with the price of the stock.