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Company name BHP Billiton Limited (ADR)
Stock ticker BHP
Live stock price [stckqut]BHP[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Fair
EPS growth Poor
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $83.07
Target stock price (averages with growth) $102.36
Target stock price (averages with no growth) $71.85
Target stock price (manual assumptions) $55.01

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

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Does the news of Simon Property Group (NYSE:SPG)[stckqut]SPG[/stckqut] mean that we are really out of the economic downturn? There is no question that this is a good sign. When companies try to use their bankroll to take advantage of companies that are less fortunate, it means that they are setting themselves up for future growth and expansion.

I haven’t commented on Simon on this site but I wouldn’t buy the stock before this event. My rule on avoiding major M&A activity (more than 10%) now comes into play here, I would avoid Simon for at least a year.

Simon Property Group Inc, the largest U.S. real estate investment trust, made on Tuesday what it called a $10 billion offer for the bankrupt General Growth Properties Inc that would pay creditors back in full and end one of the largest U.S. bankruptcies on record.

Simon said it would offer $6 per General Growth share, or roughly $1.9 billion, plus a stake in property assets it valued at about $3 per share.

The offer would provide a 100 percent cash recovery of par value plus accrued interest and dividends to all General Growth creditors, an amount which totals about $7 billion.

Simon’s shares were roughly flat in premarket trading at $72.07 per share. They closed on Friday at $72 per share.

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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) $257.34
Target stock price (averages with growth) $283.06
Target stock price (averages with no growth) $197.11
Target stock price (manual assumptions) $144.88

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 PepsiCo, Inc.
Stock ticker PEP
Live stock price [stckqut]PEP[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Fair
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $46.08
Target stock price (averages with growth) $55.95
Target stock price (averages with no growth) $52.67
Target stock price (manual assumptions) $53.12

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

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Company name Packaging Corporation of America
Stock ticker PKG
Live stock price [stckqut]PKG[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $3.41
Target stock price (averages with growth) $3.44
Target stock price (averages with no growth) $7.09
Target stock price (manual assumptions) $13.57

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