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| |
|
October 2007 Stock
Picks |
| Stock Name |
SYM |
Exch. |
Sector |
Industry |
Date Picked |
Pick Price (per share) |
ASG |
|
Deere & Co. |
DE |
NYSE |
Capital Goods
|
Construction & Agricultural Machinery |
10/05/07 |
$147.27 |
52.01 (Very Good) |
|
Goodrich Corp. |
GR |
NYSE |
Capital Goods
|
Aerospace & Defense |
10/12/07 |
$69.90 |
54.32 (Very Good) |
|
Fluor Corp. |
FLR |
NYSE |
Capital Goods
|
Construction Services |
10/19/07 |
$147.27 |
50.49 (Very Good) |
|
Hansen Natural Corp. |
HANS |
NASD |
Consumer/Non-Cyclical
|
Beverages (Non-Alcoholic) |
10/26/07 |
$67.86 |
46.67 (Good) |
Deere & Co.
(NYSE: DE) and its subsidiaries (collectively called John Deere) opera67.86tes
four major business segments. The agricultural equipment segment manufactures
and distributes a full line of farm equipment and related service parts —
including tractors; combine, cotton and sugarcane harvesters; tillage, seeding
and soil preparation machinery; sprayers; hay and forage equipment; integrated
agricultural management systems technology; and precision agricultural
irrigation equipment. The commercial and consumer equipment segment manufactures
and distributes equipment, products and service parts for commercial and
residential uses — including tractors for lawn, garden, commercial and utility
purposes; mowing equipment, including walk-behind mowers; golf course equipment;
utility vehicles; landscape products and irrigation equipment; and other outdoor
power products.
The construction and forestry segment manufactures, distributes to dealers and
sells at retail a broad range of machines and service parts used in
construction, earthmoving, material handling and timber harvesting — including
backhoe loaders; crawler dozers and loaders; four-wheel-drive loaders;
excavators; motor graders; articulated dump trucks; landscape loaders;
skid-steer loaders; and log skidders, feller bunchers, log loaders, log
forwarders, log harvesters and related attachments. The products and
services produced by the segments above are marketed primarily through
independent retail dealer networks and major retail outlets. The credit
segment primarily finances sales and leases by John Deere dealers of new and
used agricultural, commercial and consumer, and construction and forestry
equipment. In addition, it provides wholesale financing to dealers of the
foregoing equipment, provides operating loans, finances retail revolving
charge accounts, offers certain crop risk mitigation products and invests in
wind energy generation.
The
stock's price gained 19.0% over the past 3 months (vs. the Industry's 17.9%);
36.9% over the past 6 months (vs. the Industry's 73.7%); and 72.7% over
the past 12 months (vs. the Industry's 137.3%). The Company
is classified as a
large-cap value company (with a market cap of $32.71B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (Less than
average).
The John Deere enterprise has manufactured
agricultural machinery since 1837. The present Company
was incorporated in 1958.
The
Company's principal
executive offices are located at Moline, Illinois.
The Company has
46,500 employees.
Sector:
Capital Goods; Industry: Construction & Agricultural
Machinery;
Ticker:
DE;
Exch:
NYSE;
10/05/07 Closing Price:
$147.27
STOCK GRADE (ASG): 52.02 (VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 2
(Less than average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
21.45% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
7.27% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
4.52% |
|
. . . |
EPS: |
7.39% |
|
. . . |
Price: |
76.88% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
20.14 |
|
. . . |
Earnings/Share: |
7.32 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 10/05/2007: |
$147.27 |
COMMENT: The stock's pick price (of $147.27) is over the 13-day EMA and 50-day EMA price range; i.e.,
higher than
the 13-day EMA price
(of $145.70
and the 50-day EMA (of $136.47) by 1.04% and 7.91% respectively. This suggests that the pick price is
presently not timely nor advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
10/05/2007: |
$145.70 |
| Price
/ Share (50-day EMA) |
. . . |
10/05/2007: |
$136.47 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
^Top page
Goodrich Corp.
(NYSE: GR) is one of the largest worldwide suppliers of components, systems
and services to the commercial and general aviation airplane markets. The
Company is also a leading supplier of systems and products to the global defense
and space markets. The Company has three business segments: Engine Systems,
Airframe Systems and Electronic Systems. The Engine Systems segment produces
products associated with aircraft engines, including cowlings and their
components, fuel delivery systems, and structural and rotating components. The
Airframe Systems segment provides systems and components pertaining to aircraft
taxi, take-off, flight control, landing and stopping, and airframe maintenance.
The Electronic Systems segment produces a wide array of systems and components
that provide flight performance measurements, flight management and control and
safety data.
The Company's key products include: Nacelles - the structure surrounding an
aircraft engine; actuation systems - equipment that utilizes linear, rotary or
fly-by-wire actuation to control movement; landing gear; aircraft wheels and
brakes; engine control systems; optical and space systems; and sensor systems.
The Company's products and services are principally sold to customers in North
America, Europe and Asia.
The
stock's price gained 13.4% over the past 3 months (vs. the Industry's 18.8%);
34.9% over the past 6 months (vs. the Industry's 54.6%); and 60.4% over
the past 12 months (vs. the Industry's 85.1%). The Company
is classified as a
mid-cap value company (with a market cap of $8.75B) that is rated to
outperform the market over the next six months with a Risk Level of 1 (very low).
The
Goodrich Corp. was incorporated on 1912 as the successor to a business
founded in 1870.
The Company's
principal executive offices are located at Charlotte, North Carolina.
The Company has
23,400 employees.
Sector:
Capital Goods; Industry: Aerospace & Defense;
Ticker:
GR;
Exch:
NYSE;
10/12/07 Closing Price:
$69.90)
STOCK GRADE (ASG): 54.32 (VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 1
(Very low)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
19.88% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
6.86% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
8.93% |
|
. . . |
EPS: |
93.63% |
|
. . . |
Price: |
67.04% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
20.97 |
|
. . . |
Earnings/Share: |
3.33 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 10/12/2007: |
$69.90 |
COMMENT: The stock's pick price (of $69.90) is over the 13-day EMA and 50-day EMA price range; i.e.,
higher than
the 13-day EMA price
(of $68.72
and the 50-day EMA (of $65.46) by 1.72% and 6.79% respectively. This suggests that the pick price is
presently not timely nor advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
10/12/2007: |
$68.72 |
| Price
/ Share (50-day EMA) |
. . . |
10/12/2007: |
$65.46 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
^Top page
Fluor Corp.
(NYSE: FLR) is a holding company that, through its subsidiaries,
provides professional services in the fields of engineering, procurement,
construction and maintenance.
The Company have five principal operating segments. Oil & Gas, Industrial
& Infrastructure, Government, Global Services and Power.
The Company serve a diverse set of industries worldwide including oil and
gas, chemical and petrochemicals, life sciences, manufacturing, mining, power
and transportation infrastructure; and is also a primary service provider to the
United States federal government.
The Company's services can range from basic consulting activities, often
at the early stages of a project, to complete, sole-responsibility, design build
contracts.
In the engineering area, the Company provides traditional engineering
disciplines such as piping, mechanical, electrical, civil, structural and
architectural to emerging engineering specialties including simulation,
enterprise integration, integrated automation processes and interactive 3-D
modeling. In the procurement team, the Company's provides traditional
procurement services as well as new strategic sourcing and supply processes. In
the construction area, the Company mobilize, execute, commission and demobilize
projects on a self-perform or subcontracted basis or through construction
management as the owner’s agent. Under the operations and maintenance contracts,
the Company operates and maintains large, complex facilities for the
client thru the delivery of total maintenance services, facility management,
plant readiness, commissioning, start-up and maintenance technology, small
capital projects and turnaround and outage services.
The
stock's price gained 35.7% over the past 3 months (vs. the Industry's 47.8%);
73.5% over the past 6 months (vs. the Industry's 178.6%); and 102.3% over
the past 12 months (vs. the Industry's 272.1%). The Company
is classified as a
mid-cap value company (with a market cap of $14.12B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (less than
average). The Company
was incorporated on 2000. The Company's
principal executive offices are located at Irving, Texas.
The Company has
37,560 employees.
Sector:
Capital Goods; Industry: Construction Services;
Ticker:
FLR;
Exch:
NYSE;
10/19/07 Closing Price:
$156.01.
STOCK GRADE (ASG): 50.49 (VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 2
(Less than average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
15.70% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
1.94% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
6.97% |
|
. . . |
EPS: |
12.62% |
|
. . . |
Price: |
102.65% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
49.73 |
|
. . . |
Earnings/Share: |
3.21 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 10/19/2007: |
$156.01 |
COMMENT: The stock's pick price (of $156.01) is under the 13-day EMA and
over 50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $156.30
and higher than the 50-day EMA (of $140.88) by -0.18% and 10.74% respectively. This suggests that the pick price is
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
10/19/2007: |
$156.30 |
| Price
/ Share (50-day EMA) |
. . . |
10/19/2007: |
$140.88 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
^Top page
Hansen Natural Corp.
(NASD: HANS) is a holding company that, through its wholly-owned
subsidiaries, develop, market, sell and distribute “alternative” beverage
category natural sodas, fruit juices and juice drinks, energy drinks and energy
sports drinks, fruit juice smoothies and “functional drinks,” non-carbonated
ready-to-drink iced teas, lemonades, juice cocktails, children’s multi-vitamin
juice drinks, Junior Juice® juices and non-carbonated lightly
flavored energy waters under the Hansen’s® brand name. The Company also
develop, market, sell and distribute energy drinks under the following brand
names; Monster Energy®, Lost® Energy™, Joker Mad Energy™, Unbound Energy® and
Ace™ brand names as well as Rumba™ brand energy juice. The Company also
market, sell and distribute Java Monster™ non-carbonated dairy based coffee
drinks.
The Company also market, sell and distribute natural sodas, premium
natural sodas with supplements, organic natural sodas, seltzer waters, sports
drinks and energy drinks under the Blue Sky® brand name. the Company'
fruit juices for toddlers are marketed under the Junior Juice® brand name. The Company
also market, sell and distribute vitamin and mineral drink mixes in powdered
form under the Fizzit™ brand name. The Company has two reportable
segments, namely Direct Store Delivery (“DSD”), whose principal products
comprise energy drinks; and the Warehouse segment (“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.
The
stock's price gained 65.4% over the past 3 months (vs. the Industry's 46.8%);
75.6% over the past 6 months (vs. the Industry's 49.0%); and 109.6% over
the past 12 months (vs. the Industry's 96.2%). The Company
is classified as a
mid-cap growth company (with a market cap of $6.19B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (less than average). The Company
was incorporated on 1990. The Company's principal place of business is at
Corona, California.
The Company has
377 employees.
Sector:
Consumer/Non-Cyclical; Industry: Beverages (Non-Alcoholic);
Ticker:
HANS;
Exch:
NASD;
10/26/07 Closing Price:
$67.86.
STOCK GRADE (ASG): 46.67 (GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 2
(Less than average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
42.97% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
14.47% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
73.63% |
|
. . . |
EPS: |
53.66% |
|
. . . |
Price: |
87.66% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
58.85 |
|
. . . |
Earnings/Share: |
1.09 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 10/26/2007: |
$67.86 |
COMMENT: The stock's pick price (of $67.86) is over the 13-day EMA and
over 50-day EMA price range; i.e.,
higher than
the 13-day EMA price
(of $63.54
and the 50-day EMA (of $56.26) by 6.80% and 20.62% respectively. This suggests that the pick price is
presently not timely nor advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
10/26/2007: |
$63.54 |
| Price
/ Share (50-day EMA) |
. . . |
10/26/2007: |
$56.26 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1. Hansen, being an
ACE'S pick this month, becomes an ACE'S
"re-pick stock" (the stock was first picked on July 2005); 2. Hansen is Number
2 in ACE'S Top 10 Gainer stock
picks (with a 12-month gain of
380.21%). 3. Hansen is the No. 1 stock in the Motley Fool's "greatest
stocks" of the past decade. (SEE: Tim Hanson's
"The Market's 10 Best Stocks" published December 29, 2005 by Motley Fool).
^Top page
|
November 2007 Stock
Picks |
| Stock Name |
SYM |
Exch. |
Sector |
Industry |
Date Picked |
Pick Price (per share) |
ASG |
|
Jacobs Engineering Group
Inc. |
JEC |
NYSE |
Capital Goods
|
Construction Services |
11/02/07 |
$83.80 |
48.20 (Good) |
|
FMC Corp. |
FMC |
NYSE |
Basic Material
|
Chemical Manufacturing |
11/09/07 |
$55.32 |
50.49 (Very Good) |
|
Research In Motion Ltd |
RIMM |
NASD |
Technology
|
Communication Equipment |
11/16/07 |
$107.57 |
48.96 (Good) |
|
Mobile Telesystems Ojsc, ADS |
MBT |
NYSE |
Services
|
Communication Services |
11/23/07 |
$84.70 |
54.32 (Very Good) |
|
Petroleo Brasileiro S.A. Ads |
PBR |
NYSE |
Energy
|
Oil & Gas - Integrated |
11/30/07 |
$96.30 |
52.02 (Very Good) |
Jacobs Engineering Group Inc.
(NYSE: JEC) is one of the largest professional services firms in the United
States. The
Company's
business focuses exclusively on providing a broad range of
technical, professional, and construction services to a large number of
industrial, commercial, and governmental clients around the
world. The
Company provide project services (which include engineering, design,
architectural, and similar services); process, scientific, and systems
consulting services; operations and maintenance services; and construction
services (which include direct-hire construction and construction management
services). The
Company provide its services through offices and subsidiaries
located principally in North America, Europe, Asia, Scandinavia, and Australia.
The scope of services the
Company can provide its clients ranges from consulting
and conceptual design services, which clients often require in the very early
stages of a project, to complete, single-responsibility, design-build-operate
contracts. The
Company concentrate its services on selected industry groups and
markets including oil and gas exploration, production, and refining; programs
for various federal governments; pharmaceuticals and biotechnology; chemicals
and polymers; buildings (which includes projects in the fields of health care
and education as well as civic, governmental, and other buildings);
infrastructure; technology and manufacturing; and pulp and paper, among others.
The
stock's price gained 37.4% over the past 3 months (vs. the Industry's 65.1%);
60.0% over the past 6 months (vs. the Industry's 116.3%); and 120.8% over
the past 12 months (vs. the Industry's 143.3%). The Company
is classified as a
mid-cap value company (with a market cap of $10.0B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (less than average). The Company
was incorporated on 1987. The Company's executive offices are located at
Pasadena, California.
The Company has
43,800 employees.
Sector:
Capital Goods; Industry: Construction Services;
Ticker:
JEC;
Exch:
NYSE;
11/02/07 Closing Price:
$83.80.
STOCK GRADE (ASG): 48.20 (GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 2
(Less than average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
17.43% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
3.21% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
31.70% |
|
. . . |
EPS: |
45.88% |
|
. . . |
Price: |
128.14% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
38.76 |
|
. . . |
Earnings/Share: |
2.15 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 11/02/2007: |
$83.80 |
COMMENT: The stock's pick price (of $83.80) is under the 13-day EMA and
over 50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $84.54
and the 50-day EMA (of $78.03) by -0.81% and 7.39% respectively. This suggests that the pick price
IS
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
11/02/2007: |
$84.54 |
| Price
/ Share (50-day EMA) |
. . . |
11/02/2007: |
$78.03 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1. On October 25, 2007,
Jacobs was
listed among the companies composing the S&P 500 index.. 2. Jacobs
is one of the companies composing
Forbes' Beltway Index (which
is composed of the biggest federal contractors, government-sponsored enterprises
and
certain companies that enjoy unique business advantages thanks to federal law). 3. Press
releases summarizing the
contracts received by Jacobs from 2002 to 2007.
^Top page
FMC Corporation (NYSE: FMC) is a diversified, global chemical
company providing solutions, applications and products to a wide variety of end
markets. The
Company operate
in three business segments: Agricultural Products, Specialty Chemicals and
Industrial Chemicals. The Agricultural Products segment develops, manufactures
and sells a portfolio of crop protection, professional pest control and lawn and
garden products. This segment focuses on insecticides,
which are used in agriculture to enhance crop yield and quality by controlling a
broad spectrum of
pests and in pest control for non-agricultural applications, and on herbicides,
which are used to reduce the need for manual or mechanical weeding.
The Specialty Chemicals
segment focuses on high-performance food ingredients, pharmaceutical excipients, encapsulants
and intermediates, biomedical technologies and lithium specialty products. This
segment consists of the BioPolymer and lithium businesses and focuses on food ingredients
that are used to enhance texture, structure and physical stability,
pharmaceutical additives for binding, encapsulation and disintegrant
applications, ultrapure technologies for medical devices and lithium specialties
for pharmaceutical synthesis, specialty polymers and energy
storage. The Industrial Chemicals segment manufactures a wide range of inorganic
materials, including soda ash, hydrogen peroxide, specialty
peroxygens and phosphorus chemicals.
The Agricultural Products segment represents approximately 33 percent of 2006
consolidated revenues. The Specialty Chemicals segment represents approximately
25 percent of 2006 consolidated revenues. The Industrial Chemicals segment
represents 42 percent of 2006 consolidated revenues.
The
stock's price gained 35.4% over the past 3 months (vs. the Industry's 19.5%);
33.8% over the past 6 months (vs. the Industry's 32.1%); and 62.6% over
the past 12 months (vs. the Industry's 109.4%). The Company
is classified as a
mid-cap value company (with a market cap of $4.2B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (less than average). The Company
was incorporated on 1928 and has
its principal executive offices at
Philadelphia, Pennsylvania.
The Company has
5,000 employees.
Sector:
Basic Materials; Industry: Chemical Manufacturing;
Ticker: FMC;
Exch:
NYSE;
11/09/07 Closing Price:
$55.14.
STOCK GRADE (ASG): 50.49 (VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 1
(Very low)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
1 3.80% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
4.10% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
9.15% |
|
. . . |
EPS: |
29.41% |
|
. . . |
Price: |
64.64% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
41.18 |
|
. . . |
Earnings/Share: |
1.34 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 11/09/2007: |
$55.14 |
COMMENT: The stock's pick price (of $55.14) is under the 13-day EMA and
over 50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $55.98
and the 50-day EMA (of $52.08) by -1.29% and 6.11% respectively. This suggests that the pick price
IS
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
11/09/2007: |
$55.98 |
| Price
/ Share (50-day EMA) |
. . . |
11/09/2007: |
$52.08 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
^Top page
Research In Motion Ltd. (NASD: RIMM) is a designer,
manufacturer and marketer of wireless solutions for the worldwide mobile
communications market. Through the development of integrated hardware, software
and services that support multiple wireless network standards,
the Company
provides platforms and solutions for seamless access to time-sensitive
information including email, phone, SMS messaging, Internet and intranet-based
applications.
The Company's
technology also enables a broad array of third party developers and
manufacturers to enhance their products and services with wireless connectivity
to data.
The Company's
portfolio of products, services and embedded technologies are used by
thousands of organizations around the world and include the BlackBerry wireless
platform, software development tools, and other software and hardware.
The Company's
primary revenue stream is generated by the BlackBerry wireless solution. The
BlackBerry wireless solution is comprised of wireless devices, software and
services. It can provide users with a wireless extension of their work and
personal email accounts, including Microsoft ® Outlook ® , IBM ® Lotus ® Notes ®
, Novell ® GroupWise ® and many ISP email services. When incorporating
BlackBerry Enterprise Server, the BlackBerry solution allows Microsoft Exchange,
IBM Lotus Domino ® and Novell GroupWise users to send and receive corporate
email and instant messages securely. BlackBerry also enables the use of personal
information management (“PIM”), functions such as calendar, address book, task
list and other functions associated with personal organizers. The BlackBerry
Mobile Data System (MDS), allows users to securely access data from enterprise
applications and the Internet.
The
stock's price gained 46.3% over the past 3 months (vs. the Industry's 30.7%);
112.9% over the past 6 months (vs. the Industry's 29.7%); and 140.5% over
the past 12 months (vs. the Industry's 53.7%). The Company
is classified as a
large-cap value company (with a market cap of $59.60B) that is rated to
outperform the market over the next six months with a Risk Level of 3 (average). The Company
was founded in 1984 and has its
principal executive offices at
Waterloo, Ontario (Canada).
The Company has
6,254 employees.
Sector:
Technology; Industry: Communication Equipment;
Ticker: RIMM;
Exch:
NASD;
11/16/07 Closing Price:
$107.57
STOCK GRADE (ASG): 48.96 (GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 3
(Average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
33.85% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
20.70% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
47.02% |
|
. . . |
EPS: |
73.49% |
|
. . . |
Price: |
172.28% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
69.35 |
|
. . . |
Earnings/Share: |
1.53 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 11/16/2007: |
$107.57 |
COMMENT: The stock's pick price (of $107.57) is under the 13-day EMA and
over 50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $114.27
and the 50-day EMA (of $107.63) by -5.86% and -0.06% respectively. This suggests that the pick price
IS
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
11/16/2007: |
$114.27 |
| Price
/ Share (50-day EMA) |
. . . |
11/16/2007: |
$107.63 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
^Top page
Mobile Telesystems OJSC, ADR (NYSE: MBT) is one of the leading
providers of mobile cellular communicat ions services in the Russian Federation,
Ukraine and certain other CIS countries, employing technology based primarily on GSM. In addition to standard voice services, MBT offer its subscribers
value-added services, including voice mail, short message service, or SMS,
general packet radio service, or GPRS, and various SMS- and GPRS-based
information and entertainment services (including multi-media message service,
or MMS). MBT also offer its subscribers the ability to roam automatically
throughout Europe and in much of the rest of the world, and as of December 31,
2006, MBT had bilateral roaming agreements with 420 wireless operators in
200 countries.
Russia is MBT's principal market, both in terms of subscribers and
revenues. As of December 31, 2006, approximately 70% of MBT's subscriber
base was in Russia and approximately 27% was in Ukraine; approximately 73% of
MBT's revenues came from operations in Russia and 23% from operations in
Ukraine. In 2006, MBTgenerated net revenues of $6,384 million and had a
subscriber base of 72.8 million (51.2 million in Russia, 20.0 million in
Ukraine, 1.4 million in Uzbekistan and 0.2 million in Turkmenistan). As of
December 31, 2006, MBT was the largest mobile operator in Russia,
Uzbekistan and Turkmenistan and the second largest in Ukraine in terms of
subscribers. MBT have licenses to operate in 85 regions of Russia
with a population of approximately 145.2 million people, or approximately 98% of
the country’s total population, for the entire territory of Ukraine with a
population of approximately 47.5 million people, for the entire territory of
Uzbekistan with a population of approximately 26.8 million people and for the
entire territory of Turkmenistan with a population of approximately 6.9 million
people. As of December 31, 2006, MBT had commercial operations in 84
regions of Russia.
The
stock's price gained 36.5% over the past 3 months (vs. the Industry's 51.2%);
49.5% over the past 6 months (vs. the Industry's 102.6%); and 87.8% over
the past 12 months (vs. the Industry's 155.7%). MBT
is classified as a
large-cap growth company (with a market cap of $33.63B) that is rated to
outperform the market over the next six months with a Risk Level of 3 (average).
MBT was created on
2000 and has its
principal executive offices at
Moscow, Russia.
MBT
has
24,125 employees.
Sector:
Services; Industry: Communication Services;
Ticker: MBT;
Exch:
NYSE;
11/23/07 Closing Price:
$84.70
STOCK GRADE (ASG): 54.32 (VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 3
(Average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
40.82% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
21.24% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
27.40% |
|
. . . |
EPS: |
-4.52% |
|
. . . |
Price: |
107.98% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
21.80 |
|
. . . |
Earnings/Share: |
3.91 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 11/23/2007: |
$84.70 |
COMMENT: The stock's pick price (of $84.70) is under the 13-day EMA and
over 50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $86.62)
and higher than the 50-day EMA (of $79.28) by -2.22% and 6.84% respectively. This suggests that the pick price
IS
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
11/23/2007: |
$86.62 |
| Price
/ Share (50-day EMA) |
. . . |
11/23/2007: |
$79.28 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1.
Mobile TeleSystems OJSC was created on March 1, 2000, through the merger of MTS
CJSC and RTC CJSC, a wholly-owned subsidiary. Mobile TeleSystems CJSC, or MTS
CJSC, MBT's predecessor, was formed in 1993. The founding shareholders included
MGTS and three other Russian telecommunications companies, which collectively
held 53% of MBT's original share capital, and two German companies, Siemens AG and
T-Mobile Deutschland GmbH, an affiliate of Deutsche Telekom AG, which
collectively held the remaining 47%. JSFC Sistema, or Sistema, currently owns
53.1% of MBT's share capital.
Sistema is an investment vehicle
owned by leaders in the Moscow government.
2. A rival of MBT in Russia is Vimpel-Communications. Vimpel was one of
ACE'S July 2007 picks.
^Top page
Petroleo Brasileiro S.A. Ads (NYSE: PBR) is the largest corporation in
Brazil and one of the largest oil and gas companies in Latin America.
PBR is
engaged in a broad range of oil and gas activities, which cover the following
segments of operations: Exploration and Production – encompasses exploration,
development and production activities in Brazil; Supply – encompasses refining,
logistics, transportation, exportation and the purchase of crude oil, as well as
the purchase and sale of oil products and fuel alcohol. In addition, this
segment includes the petrochemical and fertilizers division, which includes
investments in domestic petrochemical companies and
PBR's two domestic fertilizer
plants; Distribution – represents the oil product and fuel alcohol distribution
activities conducted by a wholly-owned subsidiary, Petrobras Distribuidora S.A.;
Gas and Power – encompasses the purchase, sale, transportation and distribution
of natural gas produced in or imported into Brazil. In addition, this segment
includes participation in domestic electricity production, including investments
in domestic natural gas transportation companies, state owned natural gas
distributors and gas-fired power companies; International – encompasses
exploration and production, supply, distribution and gas and power activities
conducted in the following countries: Argentina, Angola, Bolivia, Colombia,
Ecuador, Equatorial Guinea, Iran, Libya, Mexico, Mozambique, Nigeria, Paraguay,
Peru, the United States, Tanzania, Turkey, Uruguay and Venezuela; Corporate –
includes the financial results and those activities not attributable to other
segments, including corporate financial management.
PBR own and operate 11 refineries in Brazil, with total processing capacity
of 1,986 million barrels per day. With the acquisition of the
Ipiranga Group, one-third of the Ipiranga Refinery became part of the Petrobras
assets. After this acquisition, only one independent refinery in
Brazil remains.
PBR's domestic refining capacity constitutes 98.4% of the Brazilian refining
capacity.
As of December 31, 2006,
PBR's estimated proved developed and undeveloped crude
oil and natural gas reserves of approximately 11.458 billion
barrels of oil equivalent in Brazil and abroad, including proportional reserves
related to unconsolidated companies in Venezuela in the volume of
78.6 million barrels of oil equivalent. In addition,
PBR have a substantial base
of exploration acreage both in Brazil and abroad.
PBR's worldwide proved reserves-to-production ratio was
14.5 years.
The
stock's price gained 55.7% over the past 3 months (vs. the Industry's 81.1%);
73.2% over the past 6 months (vs. the Industry's 110.5%); and 104.6% over
the past 12 months (vs. the Industry's 180.0%). PBR
is classified as a
large-cap growth company (with a market cap of $211.8B) that is rated to
outperform the market over the next six months with a Risk Level of 3 (average).
PBR was
incorporated in 1953 as a wholly-owned governmental enterprise responsible for
implementing the government’s hydrocarbon activities in Brazil, and has its
principal executive offices at
Rio de Janeiro, Brazil.
PBR
has
62,266 employees.
Sector:
Energy; Industry: Oil & Gas - Integrated;
Ticker: PBR;
Exch:
NYSE;
11/30/07 Closing Price:
$96.30
STOCK GRADE (ASG): 52.02 (VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 3
(Average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
26.50% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
22.86% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
28.45% |
|
. . . |
EPS: |
25.89% |
|
. . . |
Price: |
121.06% |
|
. . . |
Dividend: |
22.06% |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
17.45 |
|
. . . |
Earnings/Share: |
5.53 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 11/30/2007: |
$96.30 |
COMMENT: The stock's pick price (of $96.30) is under the 13-day EMA and
over 50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $98.17)
and higher than the 50-day EMA (of $89.66) by -1.90% and 7.41% respectively. This suggests that the pick price
IS
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
11/30/2007: |
$98.17 |
| Price
/ Share (50-day EMA) |
. . . |
11/30/2007: |
$89.66 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1. Large volumes
of oil and gas discovered in the southern part of Brazil. "The field is the
second-largest found in the last 20 years and may hold as much as Norway's 8.5
billion barrels of reserves", according to BP Plc. It could also boost Brazil's
reserves by almost two- thirds, transforming it from a small net exporter into a
major supplier to world markets
(Bloomberg.com). "Oil Discovery Rocks
Brazil" (CNN.com
World; 11/09/07
2.
"Profit
From the Next Economic Superpower"
(Motley Fool; 11/23/07)
3.
"6
Winners with Oil at $100"
(Seeking Alpha; 12/02/07)
^Top page
|
December
2007 Stock Picks |
| Stock Name |
SYM |
Exch. |
Sector |
Industry |
Date Picked |
Pick Price (per share) |
ASG |
|
Idexx Laboratories, Inc. |
IDXX |
NASD |
Healthcare
|
Biotechnology & Drugs |
12/07/07 |
$59.20 |
51.26 (Very Good) |
|
ABB Ltd. |
ABB |
NYSE |
Conglemerates
|
Conglemerates |
12/14/07 |
$27.68 |
52.02 (Very Good) |
|
Flowserve Corp. |
FLS |
NYSE |
Capital Goods
|
Misc. Capital Goods |
12/21/07 |
$98.69 |
50.49 (Very Good) |
|
Bunge Ltd. |
BG |
NYSE |
Consumer/Non-Cyclical
|
Food Processing |
12/28/07 |
$119.03 |
48.20 (Good) |
Idexx
Laboratories, Inc. (NASD: IDXX) develop, manufacture and distribute products
and provide services primarily for the veterinary and the food and water testing
markets.
IDXX also sell a line of portable electrolytes and blood gas analyzers
for the human point-of-care medical diagnostics market.
IDXX primary products
and services are: Point-of-care veterinary diagnostic products, comprising rapid
assays and instruments and consumables; Laboratory and consulting services used
by veterinarians; Veterinary pharmaceutical products; Information products and
services and digital radiography systems for ; Diagnostic and
health-monitoring products for production animals; Products that test water for
certain microbiological contaminants; Products that test milk for antibiotic
residues; and Point-of-care electrolytes and blood gas analyzers for the human
medical diagnostics market.
During 2006,
IDXX operated primarily through three reportable segments:
products and services for the veterinary market, referred to as Companion Animal
Group, water quality products and products for production animal health, which
is referred to as the Production Animal Segment. IDEXX also operates a smaller
segment that comprises products for dairy quality. As of January 2007, a new
operating segment, the OPTI Medical Systems was added in connection with the
acquisition of the Critical Care Division of Osmetech plc. OPTI Medical
develops, manufactures, and sells point-of-care electrolyte and blood gas
analyzers and related consumable products for the human medical diagnostics
market.
The
stock's price gained 3.3% over the past 3 months (vs. the Industry's 11.0%);
36.1% over the past 6 months (vs. the Industry's 22.8%); and 41.1% over
the past 12 months (vs. the Industry's 43.3%). IDXX
is classified as a
mid-cap growth company (with a market cap of $6.75B) that is rated to
outperform the market over the next six months with a Risk Level of 1 (very low).
IDXX was
incorporated in 1983 and has its
principal executive offices at
Westbrook, Maine.
IDXX
has
3,900 employees.
Sector:
Healthcare; Industry: Biotechnology & Drugs;
Ticker: IDXX;
Exch:
NASD;
12/07/07 Closing Price:
$59.20
STOCK GRADE (ASG): 51.26 (VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 1
(Very low)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
15.83% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
10.71% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
15.83% |
|
. . . |
EPS: |
23.71% |
|
. . . |
Price: |
41.10% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
41.61 |
|
. . . |
Earnings/Share: |
1.44 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 12/07/2007: |
$59.20 |
COMMENT: The stock's pick price (of $59.20) is under the 13-day EMA and
over 50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $60.25)
and the 50-day EMA (of $59.40) by -1.74)% and -0.34% respectively. This suggests that the pick price
IS
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
12/07/2007: |
$60.25 |
| Price
/ Share (50-day EMA) |
. . . |
12/07/2007: |
$59.40 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1.
Idexx Laboratories: A Solid Bet on the Pet Economy.
"Idexx makes money", as
a1993 Fortune article aptly stated, "by going, quite literally, to the
dogs".
The pet economy is a $40 billion economy. Note the former write-up's description of Idexx's investment strengths;
and ending comment: "IDEXX
may not be a screaming buy, but it's certainly not a dog to ignore"
(Seeking Alpha; 10/10/07) 2. Idexx Laboratories is among the few
select stocks that have actually gained during the market's low points in August
and November 2007
("For
Long-Term Investors, Don't Sweat the Volatility; Wall Street Journal;
09/12/07)
3. For 2007, it is estimated that
$40.8 billion will be spent on pets in the U.S.. About $20 billion of the latter
figure will be for veterinary care and supplies/ OTC medicine.
(Industry Statistics &
Trends; American Pet Products Manufacturers Asociation)
^Top page
ABB Ltd. (NYSE:
ABB) is a global provider of power and automation technologies that enable
utility and industry customers to improve performance while lowering
environmental impact. ABB serve electric, gas and water utilities, as
well as industrial and commercial customers, with a broad range of products,
systems and services for power transmission, distribution and power plant
automation. ABB also deliver automation systems for measurement, control,
motion, protection and plant optimization across a full range of industries.
ABB's business is international in scope, operating in approximately 100
countries. As of December 31, 2006, ABB's core businesses comprised five
divisions: Power Products, Power Systems, Automation Products, Process
Automation and Robotics. The five divisions operate across two key industries,
the power industry and the automation industry.
The Power Products and PowerSystems Division both serves electric, gas and water
utilities, as well as industrial and commercial customers. The Power Product
Division's key technologies include high- and medium-voltage switchgear and
apparatus, circuit breakers for various current and voltage levels, power and
distribution transformers, and sensors and products to automate and control
electrical and other utility networks. The division generated $7.4 billion of
revenues in 2006. Power System Division's key technologies include substations,
high-voltage power converters, advanced cables for underground and undersea
power transmission, and systems to automate and control power plants, electrical
and other utility networks. The division generated $4.5 billion of revenues in
2006. Automation Products Division provides products, with related services,
that are used as components in machinery, switchboards, distribution panels, and
building and automation systems. These products help customers to improve
productivity, save energy and increase safety. The Process Automation Division
provides products, systems, and services for the automation and optimization of
industrial processes. Key end markets are the oil and gas, pulp and paper,
metals and minerals, chemicals and pharmaceuticals, turbocharging and marine
industries. The division generated revenues of $5.4 billion in 2006. The
Robotics Division offers robot products, systems and service for the automotive
and manufacturing industries. The division generated $1.3 billion of revenues in
2006.
The
stock's price gained 18.0% over the past 3 months (vs. the Industry's 32.9%);
28.3% over the past 6 months (vs. the Industry's 51.1%); and 67.2% over
the past 12 months (vs. the Industry's 140.4%).
ABB
is classified as a
large-cap growth company (with a market cap of $63.08B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (Less than
average).
ABB was
was formed in 1988 through a merger between Asea AB and BBC Brown Boveri AG.
Asea AB was initially founded in 1883; BBC Brown Boveri AG was formed in
Switzerland in 1891.
ABB is
headquartered in Zurich, Switzerland.
ABB
has
110,000 employees.
Sector: Conglomerates; Industry: Conglomerates;
Ticker: ABB;
Exch:
NYSE;
12/14/07 Closing Price:
$27.68
STOCK GRADE (ASG): 52.02 (
VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 2
(Less than average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
34.25% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
8.52% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
10.90% |
|
. . . |
EPS: |
61.31% |
|
. . . |
Price: |
74.14% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
26.11 |
|
. . . |
Earnings/Share: |
1.06 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 12/14/2007: |
$27.68 |
COMMENT: The stock's pick price (of $27.68) is under the 13-day EMA and
50-day EMA price range; i.e.,
lower than
the 13-day EMA price
(of $28.72)
and the 50-day EMA (of $28.10) by -3.62)% and -1.49% respectively. This suggests that the pick price
IS
presently timely and advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
12/14/2007: |
$28.72 |
| Price
/ Share (50-day EMA) |
. . . |
12/14/2007: |
$28.10 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1. Rising
demand for new power infrastructure propels ABB's growth, sales and profit
margins. (SEE: ""ABB
Profit Up 86% as Infrastructure Demand Surges"; MarketWatch; October 25,
2007)
2.
ABB
raises 5-year annual sales and operating profit margin growth projections.
("ABB
hikes target for revenue growth"; MarketWatch, September 5, 2007)
3.
ABB
wins $400M plus order for world's largest offshore wind farm. The project will
feature an innovative and ecologically-friendly transmission technology.
("ABB Wins Power
Order Worth More Than $400 Million for World's Largest Offshore Wind Farm";
ThomasNet, September 5, 2007)
4. Other recent significant business orders won by
ABB:
$86 Million Oil and Gas Order in Italy,
$45 Million Power Order
in Angola, $180 Million
Power Order in Namibia,
$127 Million in India,
$110 Million Power
Converter Order in Germany,
$56-Million Metals
Contract in China,
$20-Million Service Contract in U.S., and $25
Million Power Order in
Kenya.
5.
According to Goulden
Reports' (July 2007) "Global
Electrical Infrastructure: Generation,, Transmission, & Distribution Equipment &
Services: A Mmarke and Competitive Analysis 2007-2017", ABB
is among a select group of companies best positioned to reap the benefits "from
the global demand for electrical generation, transmission and distribution
products and services which will equal $400 billion in 2007 and is increasing 8%
annually in real terms".
^Top page
Flowserve Corp. (NYSE: FLS) is a manufacturer and aftermarket service provider of
flow control systems. FLS develop and manufacture precision-engineered
flow control equipment, such as pumps, valves and seals, for critical service
applications that require high reliability. FLS offer a broad array
of aftermarket equipment services, such as installation, advanced diagnostics,
repair and retrofitting. FLS conduct its operations through three
business segments: Flowserve Pump Division for engineered pumps, industrial
pumps and related services; Flow Control Division for industrial valves, manual
valves, control valves, nuclear valves, valve actuators and controls and related
services; and Flow Solutions Division for precision mechanical seals and related
services.
FLS sell its products and services worldwide to more than 10,000
companies, including engineering and construction firms, original equipment
manufacturers (“OEMs”), distributors and end users. FLS products and
services are used in several distinct industries across a broad geographic
reach.FLS bookings mix by industry in 2006 consisted of: oil and gas - 43
%; chemical - 15% ; general industrial - 23%; power generation - 13%; and water
treatment - 6%. The breakdown of the geographic regions in which FLS
sales were originated in 2006 were as follows: North America - 37%; Europe -
26%; Middle East and Africa - 16%; Asia Pacific - 15%; and Latin America - 6%.
The
stock's price gained 21.0% over the past 3 months (vs. the Industry's -20.6%);
32.7% over the past 6 months (vs. the Industry's -14.6%); and 84.6% over
the past 12 months (vs. the Industry's 57.3%). FLS
is classified as a
mid-cap growth company (with a market cap of $5.39B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (Less than
average). FLS was
formed in 1997 through the merger of Durco International and BW/IP, Inc.
FLS has its
principal executive offices at
Irving, Texas and
has
14,000 employees.
Sector: Capital
Goods; Industry: Misc. Capital Goods;
Ticker: FLS;
Exch:
NYSE;
12/21/07 Closing Price:
$98.69
STOCK GRADE (ASG): 50.49 (
VERY GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 2
(Less than average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
18.27% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
5.47% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
13.57% |
|
. . . |
EPS: |
120.94% |
|
. . . |
Price: |
80.23% |
|
. . . |
Dividend: |
NA |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
29.13 |
|
. . . |
Earnings/Share: |
3.39 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 12/21/2007: |
$98.69 |
COMMENT: The stock's pick price (of $98.69) is over the 13-day EMA and
50-day EMA price range; i.e.,
higher than
the 13-day EMA price
(of $95.73)
and the 50-day EMA (of $89.76) by 3.09)% and 9.95% respectively. This suggests that the pick price
is
presently NOT timely NOR advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
12/21/2007: |
$95.73 |
| Price
/ Share (50-day EMA) |
. . . |
12/21/2007: |
$89.76 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1.
Flowserve reports record 3rd quarter rise in eps, bookings, and sales (SEE:
"Flowserve
Reports 116% Increase in Third Quarter EPS to a Record $1.10 and Also Reports
Record Third Quarter Bookings of $1.1 Billion, up 19% and Record Third Quarter
Sales of $919 Million, up 19%", MSN Money\BusinessWire; November 1, 207)
2. Flowserve is among the industry leaders featured in the Oil & Gas Industry
report "Oil
& Gas Industry Leaders, Investment Opportunities"
(SeekingAlpha, December 11, 2007).
3. Flowserve's recent
significant business orders:
Flowserve wins major pump orders in Qatar; and
Flowserve to supply valves for new Brazilian pulp facility
(SmartBriefs; November 6, 2007 and December 5, 2007).
4.
Flowserve is one of the major industrial-valve manufacturer. Here is a
somewhat bullish outlook on the industrial-valve industry and its leading
players: "Industrial-Valve
Makers May Flow Higher With Prices"
(RealMoney; October 18, 2007).
^Top page
Bunge Ltd. (NYSE:
BG) is a global agribusiness and food company operating in the
farm-to-consumer food chain. In 2006,
Bunge had
total net sales of $26,274 million.
Bunge is a
leading oilseed processing company; a leading producer and supplier of
fertilizer to farmers in South America; and a leading seller of bottled
vegetable oils worldwide.
Bunge
conducts its operations in three divisions: agribusiness, fertilizer and food
products. The agribusiness division is an integrated business involved in the
purchase, storage, transport, processing and sale of grains and oilseeds. The
agribusiness operations and assets are primarily located in North and South
America and Europe, and similar operations in India and China and marketing and
distribution offices throughout the world.
The fertilizer division is involved in every stage of the fertilizer business,
from mining of raw materials to the sale of fertilizer products. The activities
of the fertilizer division are primarily located in Brazil. The food products
division consists of two business segments: edible oil products and milling
products.
Bunge's
edible oil products include bottled, packaged and bulk oils, shortenings,
margarine, mayonnaise and other products derived from the vegetable oil refining
process The milling
products include wheat flours sold primarily in Brazil and corn products sold in
North America. The activities of the food products division are primarily
located in North America, Europe, Brazil and India.
The
stock's price gained 10.8% over the past 3 months (vs. the Industry's 82.3%);
40.9% over the past 6 months (vs. the Industry's 108.3%); and 62.8% over
the past 12 months (vs. the Industry's 146.4%). Bunge
is classified as a
large-cap value company (with a market cap of $13.29B) that is rated to
outperform the market over the next six months with a Risk Level of 2 (Less than
average).
Bunge's history could be traced back to 1818 when it was founded as a
grain trading company in Amsterdam, The Netherlands. Bunge started its
U.S. operations in 1923. Bunge's
principal executive offices and
corporate headquarters are located at White Plains, New York. and its registered
office is located at Hamilton, HM 11, Bermuda.
Bunge
has
22,524 employees.
Sector: Consumer/Non-Cyclical; Industry:
Food Processing;
Ticker: BG;
Exch:
NYSE;
12/28/07 Closing Price:
$119.03
STOCK GRADE (ASG): 48.20 (GOOD)
BUSINESS & FINANCIAL SUMMARY;
KEY STATS
(Yahoo)
EXPANDED BUSINESS DESCRIPTION
(Reuters)
STOCK INFO/RESEARCH
(MSN)
COMPETITORS
(CNN Money)
OWNERSHIP
(MSN)
KEY DEVELOPMENTS
(MSN),
RECENT NEWS
(MSN) &
HEADLINES (Yahoo)
HISTORICAL PRICES (Yahoo)
&
PRICE CHART
(IQChart)
RISK LEVEL: 2
(Less than average)
(MSN)
COMPANY'S WEB SITE
|
Management's Effectiveness (12 Mo.) |
. . . |
Return on Equity: |
13.95% |
| Profitability (12 Mo.) |
. . . |
Profit Margin: |
2.07% |
| Stock's Growth Record (12 Mo.) |
. . . |
Revenue: |
7.78% |
|
. . . |
EPS: |
-3.36% |
|
. . . |
Price: |
69.18% |
|
. . . |
Dividend: |
10.71% |
| PE & EPS (Trailing 12 Mo.) |
. . . |
Price/Earnings: |
19.14 |
|
. . . |
Earnings/Share: |
6.22 |
|
Price / Share (Pick Date, Closing Price) |
. . . |
Pick Date 12/28/2007: |
$119.03 |
COMMENT: The stock's pick price (of $119.03) is over the 13-day EMA and
50-day EMA price range; i.e.,
higher than
the 13-day EMA price
(of $118.11)
and the 50-day EMA (of $112.95) by 0.78% and 5.38% respectively. This suggests that the pick price
is
presently NOT timely NOR advantageous buy
price for the stock. (Note: A stock's EMA price changes with
time).
|
. . . |
|
|
| Price
/ Share (13-day EMA) |
. . . |
12/28/2007: |
$118.11 |
| Price
/ Share (50-day EMA) |
. . . |
12/28/2007: |
$112.95 |
| Price
/ Share (13-day EMA) |
. . . |
|
Current:
|
| Price
/ Share (50-day EMA) |
. . . |
|
Current: |
| Price
/ Share (Current) |
. . . |
Current Price |
Quote |
| Price
/ Share (Historical) |
. . . |
Historical Price |
Quote |
SPECIAL NOTE:
1. Bunge's
3rd quarter net profit more than doubles. (MarketWatch;
October 25, 2007). 2.
Bunge
lifts 2007
profit outlook to $710 million (Yahoo
Finance;
October 25, 2007)
3. Bunge
among stocks in Zack's fast moving ROE Profit Track
(SEE:
Zacks Return On Equity Strategy Highlights; Business Wire; October 22, 2007)
4.
Credit Suisse
reiterates Bunge's outperform rating.
(Briefing.com;; December 11, 2007).
5. "Agribusiness
Outshines Gold" .
(SeekingAlpha;; November 14, 2007).
6.
Bunge
to expand into the ethanol industry.
(MarketWatch; September 22, 2007).
^Top page
|