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Saturday, July 11, 2009

All - Star Stocks


1. RTN 42.68 a share / target price 55.00

Raytheon Company designs, develops, manufactures, integrates, supports and provides a range of products, services and solutions for principally governmental customers in the United States and worldwide. The Company operates in six business segments: Integrated Defense Systems (IDS), Intelligence and Information Systems (ibis'), Missile Systems (MS), Network Centric Systems (NCS), Space and Airborne Systems (SAS) and Technical Services (TS). In April 2008, the Company acquired SI Government Solutions. In July 2008, Raytheon Company acquired Telemus Solutions, Inc., a provider of information security, intelligence and technical services to defense, intelligence and other federal customers.Raytheon's bread and butter has been advanced weapon systems (specifically advance missile targetting systems). As the US government tries to continue to utilize remote precision strike capability, more and more contracts roll Raytheon's way. Additionally, with a burgeoning cybersecurity unit, Raytheon is very well positioned to capitalize on the strategic shift of the Obama administration.Fear will keep RTN going because it is the leading provider of missile defense technology, and North Korea has been doing a lot of saber rattling lately.With the government working on modernizing the military, the technology that Raytheon constantly develops makes it a go-to company for the government when the government is looking for new and innovative military solutions.
Solid earnings growth. Increases in spending should help this company and also debt is being paid back. This isn't a buy and hold, but a buy and take profits.Even if military/defense spending declines under the new administration, this company is well positioned compared to its competitors in the civil satellite/environmental monitoring areas, and stands to benefit from increasing interest in climate change and natural disaster prediction/tracking. This is a great long term play !


2. DCM 15.13 / target price 24.00 a share

NTT DoCoMo, Inc. is a mobile telecommunication services provider belonging to NTT group, whose parent company is Nippon Telegraph and Telephone Corporation (NTT). The Company focuses on the development of mobile multimedia services, such as i-mode service (Internet access service for mobile terminals). In addition to offering music and video services and mobile credit payment services, the Company offer services and functions to match customers’ lifestyles and needs and providing services that make use of the characteristics of mobile phones, such as services tailored to use scenarios through collaboration with mobile phones and customer lifestyle support tools. The Company also provide handsets adapted for this range of services and contents, offering a handset lineup that has been tailored to customer values and lifestyles.Picking this one up while it's down.Japanese cell phone carrier. Largest carrier in the world in terms of subscribers. Good long term value... Seriously undervalued stock right now, strong customer base and innovative products. Demand for video on cell phones in Japan will fuel above average growth.

Monday, July 6, 2009

July Stock picks , buy a cow ?


(COW)iPath DJ AIG Livestock 28.96 a share as of July 3 , Target price 40.00 by Sept. 2009
Continuing issue of new stock will water down S&P500. Increasing population making less money will make practical items more utilized, more valuable. The quickening slaughter of livestock will eventually come to an abrupt halt, as this Nation cannot wipe out our cows/hogs indefinitely. Supply will dry up not just on livestock, but also byproducts (& milk). Lower middle class population increasing!buying season is here and w/ such a drop in price we can only go back higher when the econmey bounces back so will the demand for beef , people will start to order more high end meats , like filet , ny sirlions and more ! this is a long term play !Selling cattle because you can't afford to feed them corn only causes the price to escalate in the future. Total U.S. meat production for 2009 is forecast lower
this month based on reductions of both red meats and poultry. The January 30 Cattle report
estimated lower cattle inventories, including the lowest beef cow inventory since 1963, lower
retained heifers, and a smaller 2008 calf crop. Although the number of cattle outside feedlots is
slightly higher than last year, the base is lower, reflecting downward revisions in historical
inventories and calf crops. As a result, fewer numbers of cattle are forecast to be placed on feed
leading to lower beef production in 2009.I can't resist it...I have no choice but to be cow (bullish) on this stock. How can you go wrong when your ticker symbol matches your business like that? Besides, with milk and meat prices going through the roof, these guys have to be beneficiaries somewhere along the line.

Sunday, June 14, 2009

Top June Penny Stock Pick


STXX .67 a share as of June 12 - Target Price .86 By Sept. 2009
South Texas Oil Company (South Texas) is an independent oil and natural gas company engaged in the acquisition, production, exploration and development of oil and natural gas. As of December 31, 2008, the Company controlled approximately 46,502 gross (27,532 net) acres and operated approximately 124 producing well bores located throughout 14 counties and/or parishes in Texas, Louisiana, Colorado and the Gulf Coast. The acreage operated and controlled by South Texas includes Atascosa, Bastrop, Brazos, Burleson, Calhoun, Fayette, Frio, Gonzales, Lee and Matagorda Counties in Texas; Assumption, Lafourche and Terrebonne Parishes in Louisiana, and Logan County, Colorado. As of December 31, 2008, its daily net production was approximately 250 barrels of oil equivalent (Boe), of which approximately 70% is oil. Its business activities are primarily conducted through its wholly owned subsidiaries, Southern Texas Oil Company, STO Drilling Company, STO Operating Company and STO Properties LLC.The Company’s properties are located in the United States. Its properties include Giddings Field, which is located in south central Texas, and includes the Bastrop, Brazos, Burleson, Fayette, Gonzales, and Lee Counties, Texas; Big Foot Field, which is located in south central Texas, and includes the Atascosa and Frio Counties, Texas; DJ Basin, which is located in Logan County, Colorado; Gulf Coast, which includes the Company’s Matagorda Bay wells in the shallow state waters of Matagorda and Calhoun Counties, Texas, and Louisiana, which includes projects with Blue Moon Exploration in Assumption, Lafourche and Terrebonne Parishes, Louisiana.
Giddings Field
As of December 31, 2008, South Texas controlled approximately 16,655 gross (14,142 net) acres, which included 47 producing well bores with net production of approximately 212 barrels of oil equivalent per day (Boe/d) in the Giddings Field. Its Giddings Field is 100% operated, and the Company holds an approximate 86% working interest. The majority of its proved reserves are located in the Giddings Field. As of December 31, 2008, the Company had identified 27 horizontal wells to drill from existing wellbores or offset locations that it has leased. It also possesses approximately 70 linear miles of two-dimensional (2D) seismic data.
The Company’s acreage position in the Giddings Field covers the Bastrop, Brazos, Burleson, Fayette and Lee Counties, Texas. Its acreage leasehold primarily covers the updip, shallow side of the Giddings Field, which is an oil-prone area. The primary target formations of the 27 identified horizontal wells are the Austin Chalk, Buda, Georgetown, Eagleford and Wilcox. The primary producing reservoir is the Austin Chalk (upper cretaceous), with secondary production from the Taylor (upper cretaceous) and deeper Buda and Georgetown Formations (lower cretaceous).
Big Foot Field
South Texas’ Big Foot Field is located in Frio and Atascosa Counties, Texas. The primary producing formations are the Olmos B and Olmos D sands, which range in depth from 3,100 feet to 3,600 feet. The Company has 73 wells cumulatively producing approximately 30 barrels of oil net per day (Bopd), with a 100% working interest in 4,050 acres. South Texas Oil has completed two re-fracs in two separate wells, which previously were completed and producing. These wells were marginal producers pumping from 0.25 to 0.5 Bopd each. After fracture stimulation, one of the wells is pumping at a stabilized rate of approximately seven Bopd, up from 0.5 Bopd. In addition to its workover activity, most of the Company’s existing wells in the Big Foot Field were drilled on 20-acre spacing, providing it with at least 40 additional infill drilling locations based on 10-acre well density.
DJ Basin
As of December 31, 2008, South Texas controlled approximately 23,111 gross (8,666 net) predominantly contiguous acres in the DJ Basin in Logan County, Colorado, in which it has approximately a non-operated, 37.5% net working interest. As of December 31, 2008, net production was approximately 18 Boe/d from four producing wells, or 7% of its daily production. The Company has entered into a definitive asset purchase and sale agreement with The Longview Fund L.P (Longview) to divest its Colorado DJ Basin property.
Gulf Coast
The Company controls 2,240 gross (652 net) acres in shallow Texas state waters in Matagorda Bay, in which it has identified four exploratory prospects from a 120-square-mile, three-dimensional (3D) seismic survey. As of June 2008, the Company agreed to contract operate the Matagorda Bay properties on behalf of Sonterra Resources, Inc., and it operates the Matagorda Bay wells and holds a working interest of approximately 20.5% and 37.5% on well #127-1 and well #150-1ST1, respectively. As of December 31, 2008, the Company drilled, cased and cemented two directional wells in Matagorda Bay, which are undergoing completion procedures. These wells were drilled with a barge rig in shallow Texas state waters (10 to 15-feet water depth) in Calhoun County, Texas. Target formations in the Frio sands are the Bolmex, Melbourne and Nodosaria, which range from 8,500 feet to 12,500 feet. Total measured depth (TMD) for well #127-1 reached 12,464 feet in August 2008, and for well #150-1STI reached 10,260 feet in November 2008. Well #127-1 was a new exploratory drill and well #150-1ST1 was a side-track, re-entry development well. Diagnostic well log analysis indicates multiple natural gas and condensate pay zones.
Louisiana
The Company has leasehold acreage and is pursuing leases in Assumption, Lafourche and Terrebone Parishes, Louisiana. As part of its joint venture project agreement with Blue Moon Exploration, the Company is focused on expanding its operations and developing oil and natural gas prospects throughout Louisiana. These prospects primarily target the Miocene formations. As of December 31, 2008, it leased 446 gross (22 net) acres in Lafourche Parish.For a long time, value investors have used the current share price relative to sales per share levels as an important valuation tool. We utilize a historical weighted average methodology that treats recent years more importantly in the calculation. When looking at STXX through this framework, we can see that our weighted average historical high and low Price to Sales per share ratios over the last 5 years are 64.28x and 7.60x respectively.
Utilizing this range we can see that STXX’s current Price to Sales per share ratio of 1.40x is significantly below its average levels historically. In fact, with a current price of $0.67, STXX is a full 97% below its average Price to Sales ratio at comparable sales levels. This is a rare occurrence and, when taken in context of the other areas of our analysis, can be a strong positive for our outlook for STXX.
STXX Cash Earnings
Price to Cash Earnings analysis is inappropriate for this company due to an insufficient positive cash earnings history. Rather than calculating a potentially misleading Price to Cash Earnings analysis, we have chosen to give STXX a neutral Price to Cash Earnings outlook at this time. However, we should point out that this metric is a significant element in Ockham’s methodology to analyzing the outlook for any company. Therefore, for STXX, our assessment is now more dependent on the Price to Sales analysis, and investors should be cautious with a company with very limited, if any, positive cash earnings.
STXX Dividends
A strong dividend payment history is looked upon as a favorable characteristic on a company’s future and potentially can receive a positive Ockham rating. That being said, we don't require dividend payments for company's whose management has elected to forgo them entirely. While we do like to see companies with healthy and growing dividends, it is not appropriate for all companies, especially those focused on growth. In this regard, we regard STXX as neutral because we do not have historical data for this company's dividends. We will being incorporating this into our analysis as soon as that data is available.

Monday, June 1, 2009

Top June 2009 Stock picks




1. ( WAC ) 13.50 a share 6/1 Target price 20.00 by 12/09
Hanover Capital Mortgage Holdings, Inc. is a specialty finance company whose principal business is to generate net interest income on its portfolio of mortgage loans and mortgage securities backed by mortgage loans on a leveraged basis. The Company avoids investments in sub-prime or Alt-A loans or securities collateralized by sub-prime or Alt-A loans. It leverages its purchases of mortgage securities with borrowings obtained primarily through the use of sales with agreements to repurchase the securities. The Company conducts its operations as a real estate investment trust (REIT) and has one primary subsidiary, Hanover Capital Partners 2, Ltd. (HCP-2). In April 2009, Walter Industries, Inc. announced the completion of the separation of its Financing business and the merger of that business with Hanover Capital Mortgage Holdings, Inc. to create Walter Investment Management Corp.Spun off by WLT (Walter's Energy) and merged with Hanover Capital Mortgage, is a REIT that manages a 1.8 billion dollar portfolio of Sub-prime, prime and non-conformingl (ie Moblil Homes) Mortgages ( with a delinquency rate under 6%). Insiders have recently gobbled up shares at a furious clip taking the stock price from 7 to just under 14 in less than 2 weeks. This, in spite of generous stock grants. One director, also Chairman of WLT, took down almost 2 million dollars worth of stock in three separate buys in the open market. The only revenue this company has at present is the yield from the mortgages, but with all the gov't programs, and the mortgage servicing and insurance divisions, there could be substantial earnings power hidden by all the recent machinations required to merge the companies. Not much info available since the merger was completed only a month ago, so you really need to read every SEC filing. Could be a real sleeper. Building a portfolio based on insider buys.Subprime mortgage REIT? It should yield almost 12% around $13, and the $1.8B portfolio could be a hidden value should the economy improve.They are looking to announce the DIV. by june or mid july ! when announce we will see a pop in this stock !

2. ( S ) 5.06 as hare 6/1 target price 9.00 a share by 9/09
Sprint Nextel Corporation (Sprint Nextel) is a holding company that offers a range of wireless and wireline communications products and services for individual consumers, businesses and government customers. The Company conducts its operations through two segments: Wireless and Wireline. Sprint Nextel owns wireless networks and a global long distance, Tier 1 Internet backbone. The Company offers digital wireless service to subscribers in all 50 states, Puerto Rico and the United States Virgin Islands under the Sprint brand name utilizing wireless code division multiple access (CDMA) technology. The Company offers digital wireless services under its Nextel brand name using integrated digital enhanced network (iDEN) technology.4G, Pre, improved customer service, more bang for your buck. (ie I dont get changed for pandora while other providers do, free TV, etc) Network will trump phones, and reliability will drastically increase. Those on the ground floor will profit. Sprint was priced as though it was going into oblivion. However the fundamentals manifested otherwise. Last quarter to everyone’s surprise they beat earnings estimates by 8 cents, paid down their debt by $600 million and added $800 million to their reserves, which now exceeds $4.5 billion. The company also has net cash flow of $3 billion. Their subsidiary Boost Mobile, best known for Prepaid customers had net additions of 800,000 new accounts and continues to grow at the same pace. Sprint's new management, starting in the first quarter of 2008 under the leadership of Dan Hesse, has been impressive in his actions in returning the company to profitability. He spun off the companies Wimax (4G) division into a joint venture with Clearwire, however maintaining 51% majority ownership. Clearwire also has a dream team of investors; Intel, Google, Time Warner, Comcast, Samsung and just recently Cisco. With Hesse at its helm the company has managed to cut costs through organic restructuring during these recessionary times. During his tenure the company has beaten earnings estimates four out of the last five quarters. Customer service has improved dramatically and anyone dealing with the company will ascertain that this is an unequivocal fact. All of this was done without a decent Smart phone contender, like the iPhone or Storm, however in two weeks Sprint will not only have a contender but it will have an exclusive on the best contender to date, the Palm Pre. According to the experts in the wireless world this could quite easily be the iPhone killer. Whether it is or not it will without a doubt be a major contender. It is my understanding that the Pre will also be 4G compatible, which is something ATT/iPhone will not be able to compete against, since ATT will not have a ubiquitous 4G network until 2012. Notwithstanding the aforementioned Sprint is very attractive on a valuation basis as a takeover target. With 49 million customers in the continental US a foreign telecom would do well in a Merger & Acquisition while Sprint is trading at around $15 billion. It is rumored that Telefonica, a $100 billion dollar global telecom company, is looking to do a major acquisition in the US and that Sprint is under its radar. Short of the economy going into a Depression, I expect Sprint to ensconce itself back to $9.5 a share, or $27 billion. $10 by the end of the year.

Friday, May 22, 2009

Is Jim Cramer"s Stock Picks In the red or Green ???


By Matt Phillips

APThe hooting and hollering that accompanies Jim Cramer’s nightly stock picks on CNBC’s “Mad Money,” have drawn disapproval from a broad range of critics, from dour financial types to spoof-news anchor Jon Stewart, who famously dressed down Cramer back in March.

But beyond matters of style, many have wondered whether Cramer’s stock picks actually pan out. A newly published study by two Northeastern University finance professors set out to find an answer by looking at a dollar-weighted portfolio of recommended stocks. The professors — Paul J. Bolster and Emery A. Trahan — spell out the bottom line:

The cumulative return for this portfolio for the entire period is 31.75%, or an annualized return of 12.09%. The progression of returns for the portfolio and the S&P 500 index is shown in Figure 2. The S&P 500 earned 18.72%, or 7.35% annualized over the same period. The Russell 1000 Growth and Value indexes earned 24.54% (9.51% annualized) and 24.77% (9.59% annualized), respectively. The Russell 2000 Growth and Value indexes earned 22.51% (8.76% annualized) and 9.39% (3.78% annualized), respectively. Thus, the Cramer portfolio outperformed all of these benchmarks.
Even so, the academics explain that their analysis “suggests that Cramer’s portfolio returns are driven by beta exposure, smaller stocks, value-oriented stocks, and momentum effects.” Huh?

In a quick chat with MarketBeat one of the paper’s authors, Paul Bolster, was kind enough to translate, explaining that Cramer beats the market in part because of the excess risk in his picks. “If we adjust for his market risk, we come up with an excess return that is essentially zero,” Bolster said, adding that “zero,” in this case, means his returns are roughly in line with the risk he’s taking on. “He’s pulling his own weight with respect to the risks that his picks represent,” Bolster said. In the paper, Bolster and fellow finance professor Trahan conclude that “we find inconsistent evidence of Cramer’s ability to add value through security selection.”

There has been a lot of interest over the last few years in trying to figure out exactly how much stock-picking skill Cramer actually has. For his part he noted in a 2007 article in New York magazine that “my most recent internal performance review found that the stocks I pick for the show beat the S&P 500 63 percent of the time.”

In August of that year, Barron’s published a piece that attempted to get a fix on exactly how the Cramer’s picks fare. (It turns out that there seemed to be some debate over exactly what qualifies as one of his picks, centering on whether to include calls from the “Lightning Round” segment of the show where he fields questions about company shares on the fly.)

Numbers wonk Patrick Burns served as the key stat cruncher for the Barron’s story, and here’s his paper explaining his approach.

Jim Cramer has some bad stock picks , however most of them are good and if u are never wrong u are not human ! Cramer does a great job teaching others and is the best stock picker on TV !!!!!!!! Period.......

Renato Gerena

Sunday, May 3, 2009

May 2009 Stock Picks to buy ! ( Ford & Scotts Miracle - Gro )









1. ( F ) Ford 5.69 a share as May 1, 2009 Target Price 10.00 a Share.
Ford Motor Company (Ford) is a producer of cars and trucks. The Company and its subsidiaries also engage in other businesses, including financing vehicles. Ford operates in two sectors: Automotive and Financial Services. The Automotive sector includes the operations of Ford North America, Ford South America, Ford Europe, Volvo, and Ford Asia Pacific Africa segments. The Financial Services sector includes the operations of Ford Motor Credit Company and Other Financial Services. During the year ended December 31, 2008, the Company sold the ACH glass business to Zeledyne, LLC. The sale included the Nashville, Tulsa, and VidrioCar plants. In 2008, Ford and its subsidiary, Volvo Car Corporation, completed the sale of Thai-Swedish Assembly Group to Volvo Holding Sverige, AB. In March 2008, the Company acquired 72.4% of the shares of S.C. Automobile Craiova SA. In June 2008, the Company completed the sale of its Jaguar and Land Rover operations to Tata Motors Limited.Nice run up in the last month... Look to see some profit takers, then watch out double digits...Ford did not get involved with the big bailout. They have a plan and they have enough capital to help them through the recession. With GM and Chrysler going under, I think Ford will be in a better market position. The Focus will probably be a big seller among the X & Y crowd.Meet the NEW number one U.S car maker. Nowhere to go but up from here once the economy recovers. With the cutbacks this company already made prior, and no debt, profitability is certain. With the economy now turning around, consumer spending and car sales will increase. I would assume if bankruptcy comes for either GM or Chrysler's, then Ford sales definitely will benefit.Customers who want a domestic vehicle will shy away from the other two. Ford has a good handle on reliability and fuel economy. I feel that once the job market opens, people will resume the purchase of new cars and trucks, and banks will follow suit with increased consumer loans. The economy will spiral upward.Has new products and has been aggressive in cost cutting. The right size for a the auto maker to become lean and mean.Ford has spent the past three years paring its capacity, its workforce, and its debt. More importantly, it pared its cars gas consumption and will soon have the best MPG rating in all car classes in which it competes. In contrast, its North American competition has stumbled. Aside from GM and Chrysler's woes, Toyota and Nissan and Honda are all hurting. Much worse, 2008 saw Ford retain its lead in truck sales, hurting Toyota and Nissan who spent the past three years planning on taking share from Ford and GM.

Meanwhile, GM and Chrysler have spent the past six months in desperation and will spend the next six attempting to survive...and then the next few years paying back the Government if they are still around. With these companies stumbling now, Ford will take market share form them for the rest of the year as sales decline and will then be able to increase share against them and the rest of the world when the auto industry does rebound.

Ford won't beat the rest of the world's automakers in the next few years in terms of production and revenue, but it doesn't have to. It will exceed expectations and beat the market from here with capacity in line with sales and vehicles that will sell better than capacity. While GM and Chrysler have been screaming for government bailouts, Ford has been surviving on its own. Recent reports point to the great likelihood that Ford will not have to worry about bankruptcy and the company projects operating profits in 2011.

This is a long term pick, buy and hold.............

2.The Scotts Miracle-Gro Company ( SMG ) As of may 1 32.92 target price 40.00
The Scotts Miracle-Gro Company (Scotts Miracle-Gro) is a marketer of lawn fertilizer, grass seed and growing media products within the United States. During the fiscal year ended September 30, 2008 (fiscal 2008), the Company divided its business Global Consumer; Global Professional; Scotts LawnService and Corporate & Other. Its major customers include home centers, mass merchandisers, warehouse clubs, large hardware chains, independent hardware stores, nurseries, garden centers, food and drug stores, commercial nurseries and greenhouses and specialty crop growers.I see this stock following the rest of the chemical fertilizer sector this summer...higher highs and higher lows. A recession at home isn't going to stop people from beautifying thier lawns...there is no way. And new home owners will need to fix there new bought foreclose home .With people paying so much for groceries, I have to believe that the demand for growing your own at a lower cost will be appealing to consumers. With many Americans spending more time at home, the idea of adding a few plants or flower boxes to brighten up the place makes sense. I think this stock has been sold to the point of being overdone. Probably won't bounce until after the next earnings release, but I think there is more upside potential than downside -- especially at this price. You also have a dividend , so u can grow more shares while u hold on to this stock !I see this stock following the rest of the chemical fertilizer sector this summer...higher highs and higher lows. A recession at home isn't going to stop people from beautifying their lawns...there is no way. Can you name more than 1 competitor?
so buy up some share and watch your stock grow crazy like your crabgrass on your lawn !!!!!!






3. Under Armour ( UA ) Price As Of May 1 , 2009 23.84 target Price 35.00 A Share By 12/09



Under Armour, Inc. (Under Armour), is engaged in the business of developing, marketing and distribution of branded performance apparel, footwear and accessories for men, women and youth. The Company product offerings consist of apparel, footwear and accessories for men, women and youth. During the year ended December 31, 2008, the sales of apparel, footwear and accessories represented approximately 80%, 12%, and 4% of net revenues, respectively.While nothing currently looks good in a retail enviornment, UA has caught my attention for the one simple reason that a lot of Generation X & Y are wearing it.more easy points. This is a damn good company who is taking on Nike. Nike on other hand is old news with not so much new products and not a good quality and over priced.More cash than debt, sales doing well, many product lines, especially tactical that aren't affected by the down turn in the economy because Soldiers and Police need the gear to operate and stay alive so they're buying. They make a quality product that lasts and are slowly establishing themself in an area then moving on to other related but new areas...i.e. shoes. Nike is running scared and was great for the 80s/90s. UA is the new stuff for years to come.Under Armour is still small but has a loyal following for its apparel. That brand and image will translate into success as the company adds more types of serious footwear to its arsenal. Moving into athletic shoes to take on Nike. Great clothes, hugh profit margin, and all I see on the kids in the leagues that my children participate in is UA clothes. None of these kids are wearing Nike or Addidas anymore. You know brand loyalty, hit the young ones and let them buy your stuff for life. I like this company long term. Garage start up in the 1990s for college lacrosse. Now EVERY sport benefits from the specially designed Under Armour to wear under uniforms--professional and collegiate. And didn't they just get the naming rights to one of the college bowls? An incredible buy under $ 25 a share.Underarmour has a market share that many civilians don't normally see: Tactical Operators. Underarmour is the go to name for operators who require top-line thermal apparel. Ask any cop or soldier and i can gurantee they own at least 1 piece of UA clothing. As they keep increasing their market share with new products, it only gives these individuals a broader spectrum of products to pick from.It's becoming a household name.. I thought they would only specialized in football, but they are expanding to every other sport.Why do I think UA will outperform the S&P 500? Well let see, when I go to the gym I see more people wearing underarmour clothes. When I play my basketball game on Sundays, I noticed more players wearing underarmour socks and clothes and some even carrying duffle bags with the UA logo. What really stands out to me is that I noticed underarmour is having more shelf space with the retailers such as Footlocker, Sport Chalet, Dicks Sporting Goods, and even online retailer is loaded with UA apparels. I myself have several UA gears and also some of my friends start buying UA gear. Thats why I believe UA will do well in the long term. A company with little or no debt and generating positive cash flow. And the sports apparel business is huge which have room for NIke, UA, Addidas, etc. And finally, with the share price dropping so low, I strongly believe this company is undervalued compare to its growth prospects.

Monday, April 27, 2009

Need some Fizz for Your Profile?Best May 2009 Penny Stock To Buy ( Sweet Profit )




* Jones Soda ( JSDA ) 1.19 As of 4/27/09 , Target Price Is 2.00 A Share By 9/09
Jones Soda Co. develops, produces, markets and distributes a range of beverages, which includes Jones Pure Cane Soda, a carbonated soft drink; Jones 24C, a water beverage; Jones GABA, a tea juice blend; Jones Organics, a ready-to-drink organic tea; Jones Naturals, a non-carbonated juice and tea, and Whoop Ass Energy Drink, a citrus energy drink. The Company sells and distributes its products primarily throughout the United States and Canada through its network of independent distributors, national retail accounts, as well as through licensing and distribution arrangements.As of August 1st, 2000, Urban Juice and Soda Company Ltd. officially changed its name to Jones Soda Co ("JONES"). The story of the company began in 1987 when company founder and president, Peter van Stolk, recognized the potential of emerging "alternative" products in the beverage industry.

The company's start in the beverage world was not as a manufacturer of its own brand, but as a distributor in western Canada of other successful lines, including Just Pik't Juices, Arizona Iced Tea and Thomas Kemper sodas. By 1994, Jones was firmly established as a full line beverage distributor in western Canada, with a reputation for picking winners.

Jones Soda Flavors

Utilizing its experience and knowledge gained in the distribution industry, JONES decided to create and distribute its own brands. In 1995, JONES created two brands of its own: WAZU Natural Spring water, launched in April 1995 and Jones Soda, launched with six flavors in January 1996. Jones Soda has been recognized and awarded for its unique packaging that features constantly changing labels that are generated and submitted by its consumers. In 2000, Jones Soda Co. launched its own version of an energy drink, named WhoopAss. The following year, in 2001, Jones Soda Co. launched 6 flavors of Jones Juice. See Jones Flavor Evolution for more information

Distribution of Jones Soda began with what we call our "alternative distribution strategy." Jones Soda Co. placed it own coolers, bearing their signature flames, in some truly unique venues, such as skate, surf and snowboarding shops, tattoo and piercing parlors, as well as in individual fashion stores and national retail clothing and music stores. Following the execution of the alternative distribution strategy, Jones began an up and down the street "attack" of the marketplace; this time placing product in convenience and food stores. Finally, the company began to achieve larger chain store listings with companies such as Starbucks, Panera Bread, Barnes & Noble, Safeway, Target, Cost Plus, Meijers, Winn-Dixies stores, Albertson's, and 7-Eleven stores.

Jones Soda has also incorporated unique marketing initiatives in its strategy. Jones Pro Riders and Jones Emerging Riders, including extreme pro athletes BMXer Mat Hoffman, snowboarding extraordinaire Chanelle Sladics, and surf legend Benji Weatherly can be found promoting Jones and sporting the Jones logo at extreme sporting events across the country. The Jones RVs on both the East and West coasts travel through cities in North America handing out soda and talking to the people on the street.

Jones Soda has always been about the people and interacting with the consumer. From the ever changing photos on our labels to the company's websites, www.jonessoda.com and www.myjones.com, and the recent MyJones Independent Music site, www.myjonesmusic.com, Jones Soda has created a cult following and is a passion not only among soda drinkers but with its employees, directors and shareholders.

Jones Soda is a long term Play! Jones , Missed their numbers for the 4th quarter, .Buy on the dip . However Jones is still growing over 95% and have wisey managed to link an exclusive deal w/ the nfl seattle Seahawks. This is a huge step forward and considering Coke & Pepsi has a chokehold on most sports stadiums accross the USA. W/ new partnership walmart & target. This will only help get this product well known and liked across the USA. This will be Generation X & Y , New pepsi Product!!Great tasting product w/ great ponteintal on makeing more money & expanding & tapping into the soft drink world dominated by Coke & Pepsi ! ( Can U Say Buy - Out ??? The new ceo is bringing new products( vitamin Water & organic Drinks) and will better manage the bottom line for the company.Severly oversold stock. Expect positive earnings surprises over the following few quarters.I'm seeing Jones Soda in more and more places. I've got to think that this trend will see them shaving at least a bit off of Coke and Pepsi's market, particularly with health-minded consumers who don't like corn syrup in their soda. Potential earnings surprise and great product lineup (24c, cola, etc.) going into the summer. Also, Gaba drinks have potential to be wildly popular - could be the "cool" thing to drink ala RedBull.With their miniscule market cap, even if they take 1-2% of market share from coke or pepsi, you're looking at a 10 bagger. I dont normally trade in and out of stocks, esp small caps where volatility is its name. Any good news will send the stock soaring again and theres no way to time it..!So drink up & buy some jones , and make a SWEET Profit!!!!!!

Sunday, April 26, 2009

Whopper or Big Mac ?




Cheap is chic. The recession has proven that.

But what really hammers home the point is that fast-food restaurants are doing everything they can to lure consumers in with value meals.

It's hard to avoid commercials touting big bargains from the likes of McDonald's (MCD, Fortune 500), Burger King (BKC), Wendy's (WEN) and Yum Brands' (YUM, Fortune 500) Taco Bell, not to mention privately held Subway.

Taco Bell is offering nachos for as cheap as 79 cents. A buck and change can get you a double cheeseburger at McDonald's or a Whopper Jr. (the plural, according to an old Onion bit poking fun at William Safire, is Whoppers Jr.) at Burger King. And if you're more flush with cash, five dollars allows you to wolf down a foot-long hero at Subway.

Talkback: Are you eating at fast food chains more because of the recession?
However, these great caloric bangs for your buck aren't helping all the fast-food restaurants.

Burger King, the nation's No. 2 hamburger chain stunned Wall Street this week when it announced that "significant traffic declines in the month of March" are going to lead to a hit to profit margins this quarter. Shares of Burger King tumbled nearly 18% on the news.

Now it's tempting to conclude that the development means that fast food isn't recession-proof after all. But that would be wrong.

Instead, Burger King's problems appear to be a classic example of why any investor should think twice before making bold bets on an entire industry. In any market environment, you're going to have winners and losers.

Right now, Burger King's woes appear to be McDonald's gains. In an interview on cable network CNBC Friday morning, McDonald's CEO Jim Skinner (SKINNER!) said that Mickey D's was gaining market share in almost all of its markets and that sales were off to a decent start this year despite the recession.

That's worth noting. McDonald's was one of the few major blue chip stocks to actually finish 2008 higher than where it started, but shares have retreated a bit this year.

Some investors may be taking profits in McDonald's because of hopes that the economy may actually be set for a recovery. If that's really the case, shares of so-called defensive companies like McDonald's would probably lag stocks in more economically sensitive sectors like technology, banking and retail.

But while it's probably true that the economy is starting to finally near a bottom, it's hard to imagine the consumer going on lavish shopping sprees anytime soon.

Investors may be celebrating the first-quarter results of big banks. However, Citigroup (C, Fortune 500) and JPMorgan Chase (JPM, Fortune 500) each reported increases to their reserves for future credit losses. And as long as unemployment remains on the rise, a lot of people are going to be worried about job security.

That means a lot more dining out will be confined to the likes of fast-food joints as opposed to fancy steakhouses. That clearly bodes well for McDonald's -- even though it may not for Burger King.

Whether or not Burger King can turn things around and start to regain market share from McDonald's remains to be seen. The company, which is known for some bizarrely memorable ad campaigns, may have stumbled recently and turned off consumers.

Burger King recently said it would revise an ad it had for its Texican Whopper in Europe that was thought to be offensive to Mexicans. The ad features a tall American cowboy and a short, Mexican wrestler draped in the country's flag.

Closer to home, Burger King has come under fire from many parents for a truly surreal commercial that features the King dancing to a remake of the racy Sir Mix-A-Lot hit from the 1990s "Baby Got Back."

The ad, which is for a kid's value meal featuring Nickelodeon cartoon character SpongeBob SquarePants, shows scantily clad women dancing around and shaking their behinds while the song declares that the King likes square butts.

The cheeky (sorry) ad might be a tad risque for kids, although Burger King and Nickelodeon parent company Viacom (VIAB, Fortune 500) have claimed the ad is meant for more adults. Alrighty then.

But what this all boils down to is that the shifting fortunes of Burger King and McDonald's should prove beyond the shadow of a doubt that it's often a mistake to make bold bets on industries based on economic trends. Keep that in mind whether you're looking to invest in burgers or banks.CNN.com
I like ( BKC ) for the long term !