Archive for the ‘Long Term Growth’ Category

As from reports on RTTNews.com

HollyFrontier Corp (NYSE:HFC) – Has released that its Q4 net income to stock holders has surged to $223.38 Million or $1.06 a share from $14.72 Million or $0.13 per share in previous year. The increase in  net income came from the effects of increased operating scale from the recent merger, and historically strong Q4 refining margins. The Overall gross margins were set at $15.32 per barrel produced. This was a staggering 95% increase from last year. Other key things to note is Sales as well as other revenues for Q4 had tremendous gains of $4.97 Billion from $2.21 Billion in the same quarter from a year prior. These revenues of which were mainly from the El Dorado, and Cheyenne refineries, and as well as 19 percent  increase in Q4 year over year product sale prices.

Mike Jennings, President & CEO of the company said, “We are delighted with our fourth quarter results as we conclude our first fiscal year as a combined company. Although overall product crack spreads narrowed during the quarter as the WTI crude differentials compressed, we generated solid profits for the quarter and remained near the top of our peer group in profitability per barrel.”

“Looking forward, the differentials between inland and coastal crudes are fairly robust, which should contribute favorably to our first quarter results,” Jennings added.

To some up the Quarter, HollyFrontier Corp. stated it currently has a $350 Million Share repurchase program in place, and will continue to pay out its regular quarterly dividend of $0.10 a share.

HollyFrontier Corp. (NYSE:HFC) – Currently is trading down $-1.03 (3.26%) at $32.07.

Currently Shares of HFC are rated a HOLD, and a Year Target of $35.00.

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English: Logo for DirecTV

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DirecTV (NASDAQ:DTV) – As from Q4 2011 reports U.S. Net customer additions dropped! However on another note it had rapid growth in Latin America. Currently in Brazil DirecTV remains the top market in both current base, and future. However there was talk that the subscriber growth will be not only slower for 2012, but the revenue made from each user will decline as well.

Now after all that is said what is there to expect out of DirecTV for 2012?

There is talk that growth in Latin America will continue, but not at the Rapid Rate it did in 2011 as other competitors have stepped into the market. DirecTV will surely push HD & DVR Services, but have great opportunities in Brazil. DirecTV has stated that they expect subscribers to grow by only 20% which is down 15% from 2011 growth rate of 35%.

“We expect that Brazil will continue to remain a dominating market. The pay-TV penetration in Brazil stood at little over 21% of the total households in 2011. The satellite companies gained close to 2.5 million subscribers in Brazil in 2011 with DirecTV leading the pack. It is clear that there is still plenty of opportunity to expand as almost 80% of the households do not have pay-TV subscription.” – Trefis.com

At the end of it all there is still a vary tough market out there for DirecTV (NASDAQ:DTV) – Not only do the have to compete with other companies such as  Dish Network (NASDAQ:DISH) and Comcast (NASDAQ:CMCSA) in the U.S. and local pay-TV service providers in Latin America,Brazil. DirecTV also has to worry about the ones who have decided to do away with actual live Cable/TV. Many have now moved and shifted to use streaming Movie,TV series technology like Hulu, Netflix.

At this Time there is no PoulTrend Alert out on shares of DirecTV. Shares are Rated a HOLD, and current August Target Price is $49.00

Over the past 52 weeks DirecTV(NASDAQ:DTV) has traded as low as $39.82-$53.40. Closing today at $45.15 +0.17 (0.38%).

Currently I do not hold any Positions of  DirecTV (NASDAQ:DTV), Dish Network (NASDAQ:DISH) or Comcast (NASDAQ:CMCSA) and have no plans to in the next 3 trading days.

 

 

HollyFrontier Corporation (NYSE: HFC) – Announced today that its Board of Directors declared a special cash dividend in the amount of $0.50 per share, payable on March 13, 2012 to holders of record of common stock on March 5, 2012.

The Board of Directors also approved the regular dividend of $0.10 per share. This dividend will be paid on April 3, 2012 to all holders of record of common stock on March 16, 2012.

After the News was Released

“Our Board has just declared the Company’s third regular and special dividend since the merger formation of HollyFrontier in July 2011. In total, these dividends represent approximately $375 million or $1.79 per share. We believe these dividends represent a valuable component to build shareholder value and increase shareholder returns and we will continue to evaluate additional distributions with our Board of Directors on a quarterly basis.” – CEO + President, Mike Jennings.
HollyFrontier Corp (NYSE:HFC) – Finished the day off closing up 3.52% +1.17.

Currently I hold a Long Position in HFC, and have no plans to re position myself within the next 3 business days.

Apple Inc. (NASDAQ:AAPL) – is a company engaged in designs, manufactures and markets mobile communication and media devices. Also makes personal computers including laptops, and portable digital music players, and also sells a wide range of related software services, and third party digital content + applications. Some of Apples products include iPhone, iPad, Mac, iPod, and the Apple TV. Apple also sells digital content via their iTunes Store, App Store, iBookstore, and the Mac App Store.

Today Shares of Apple popped on News of iPad 3 of which may be coming out next month. Since the New Year Apple Shares have climbed in dramatic fashion. On 12/30/2012 Apple closed close to $403.00 a share. At close today Apple closed at $493.73 up $16.49 (3.46%). Not only have these shares climbed over $90.00 a share since the new year, but are on the way to set new all time highs. Over the past 52 weeks Apple has traded as low as $310.50, and as high as $496.75.  Current P/E is on 14.05 which surprisingly is not as high as many would expect.

Facts are since 2008

EPS have climbed from 6.78 a share, to 27.68 as of 52 weeks ending September, 24th, 2011.

Gross Profit has climbed from $13.197 Million 2008 to $43.818 Mill 2011.

Total Revenue has climbed from $37.491 Million 2008 to $108.249 2011.

Not only has this company made a fortune during a deep recession but, as the expand and grow on a global basis the potential for growth is unimaginable. Not only will iPhone, and iPad be one of there biggest sellers, but iTV, and iCloud will be phenomenal products.

Currently I have Apple Rated a Hold, and a $510.00 Target Price for June 2012.

Currently I do not own any Shares of Apple Inc. (NASDAQ:APPL)  – and have no plans to make a position within the next 3 trading days.

 

 

Over the past year Starbucks Corporation (NASDAQ:SBUX) has made headline news in future plans for the company. Not only did the acquire Evolution Fresh, Inc. to tap into the fruit drinks, healthy shakes market but have most recently reported that they will be making there way into India by the end of August 2012. Starbucks, along with Asia’s largest publicly traded coffee grower, Tata Coffee Ltd, have plans to open close to 50 stores spreading Frappuccino aromas to the two largest cities in India Mumbai and India’s Capital city Delhi. There has been talk of the coffee outlets opening in shopping malls, office parks, universities, train stations, and even airports.

Most recently Starbucks Coffee Company has now made headlines of announcing an agreement to form a joint venture with Ai Ni Group. Ai Ni Group of which is China‘s most established coffee operators, and agricultural companies in the city of Yunnan. This joint venture will be controlled by Starbucks.

Currently Starbucks Corporation (NASDAQ:SBUX) – Has a 52 week moving average of $32.17  – $48.62. Since PoulTrend Alert back on 10/3/2011, Starbucks has climbed over 30%. Not only is Starbucks a dividend payer, it has a P/E of 29 Times Earnings which may suggest that investors feel there is great potential in the future outlook for Starbucks.

In a recent Blog Post by Scaeffer’s Research  BMO boosted its price target to $57 from $51.

Currently I Love this company however think there will be some time before we see Starbucks Corporation (NASDAQ:SBUX) trading up at or around $57.00 a share. Many have concerns on Starbucks and there expansion to other countries like India, and China. Not only is this market hard to please, but they are always looking for a bargain prices. There may be some time before Starbucks can pull in profits from the expansion to these countries, OR there could be the possibility that it just does not work out for them as they are expecting.

Currently I still have Starbucks Corporation (NASDAQ:SBUX) Rated a HOLD. I would recommend trying to wait, and see if you can get this stock at a better value as  over $45.00 a share is a little to pricey in my eyes.

Currently I do not own any Shares of Starbucks Corporation (NASDAQ:SBUX) and have no plans to make a position within the next 3 trading days.

Here are some Upgrades & Downgrades as of January 31st,2012

Upgrades

Downgrades

  • Monster Beverage (MNST) downgraded by CLSA from Buy to Outperform
  • Potash (POT) downgraded by Goldman from Buy to Neutral
  • Barclays (BCS) downgraded by WestLB from Buy to Add
  • Plum Creek Timber (PCL) downgraded by UBS from Neutral to Sell
  • Pep Boys (PBY) downgraded by Benchmark Co. from Buy to Hold

 

Out of all the above talked about stocks out there the ones that catch my eye the most are (NKE), (UA), (MNST), (POT).

Currently I do not own any Shares of the above talked about investments and have no plans to make a position within the next 3 trading days.

 

Shares of Mattel Inc. have not only climbed more than 5 percent during trading today.

Not only did Mattel Inc, announce Q4 earnings, and their 2011 Full Year Earnings, they biggest news was the announcement of a $0.31 Q1 2012 cash Dividend.

Mattel, Inc. – Manufactures, Designs, and Markets a broad variety of toy products on a Worldwide Basis through there sales to customers, and directly to consumers. Operating in two segments Domestic, and International. Portfolio includes Barbie fashion dolls, and accessories, Polly Pocket, Disney Classics, and Hot Wheels, Matchbox, Tyco, and WWE Wrestling products.

Mattel’s Q4 Earnings announced an increase in net sales by 1 percent Worldwide from the previous calender a year ago. Sales jumped 5%.

Top Products

Barbie – 6 Percent Sales Gains

Hot Wheels – 11 Percent Sales boost.

Overall

As we are now finishing up the First Month of the 2012 calender year, there is no questions that overall Mattel Inc, had one heck of a 2011 year with Worldwide sales increasing 7%, and International jumping 12%.

What You May Want to KNOW!

Some people complain and say that when a company is repurchasing shares of there own company it may be bad, and some other to suggest that obviously the company feels there stocks are vary undervalued and would rather reinvest money into themselves rather than another company. It has been reported that back in 2011 Mattel Inc. repurchased 20.4 Million shares for upwards of $536 Million.

Currently I have Mattel Inc – (NASDAQ-MAT) a BUY/HOLD Rating. As the 52 week High has just been broke it is clear Mattel Inc, will touch new highs. I could see Mattel Inc, climbing to 33-35.00 a share over the coming weeks ahead. Not only are they an attractive buy with dividend increase. If you want to add a Value Investment with over a 3% Yield this might be a company to add to your Watch List. 

Currently I do not own any Shares of the above talked about investments and have no plans to make a position within the next 3 trading days.

Transocean LTD.  (NYSE:RIG) – An Offshore drilling contractor. Transocean of who owns or operates mobile offshore drilling units, inland drilling barges, and many other assets utilized in the suppport of offshore drilling activities on a Worldwide Basis. Transocean also Specializes i technically demanding segments of the offshore drilling business, which includes harsh environmental drilling, and deepwater drilling services.

Transocean LTD. jumped over 7% percent in pre-market trading this morning after a court had ruled that it was covered from in there eyes could potentially have been billions in pollution claims related to disastrous Oil Spill in the Gulf of Mexico after Transoceans  rig exploded and sank. At the end of the day Transocean will still face punitive damages and civil penalties, Transoceans contract with BP protects it from a lot of the pollution claims. At the end of the day it is uncertain how much Transocean will pay out but they will pay out something however now it is for sure to be less than what was originally expected.

As I previously said in a post on 1/23/2011

“Since the New Year there has been a turnaround and a bounce back in share price up over 18% close to $7.00 a share trading today up 1% at $45.15.”

Shares of ahead of the bell are trading up 4% at $49.30!

Currently I Rate this Company a HOLD. Not only does Transocean have a big dividend at 0.79 a share but could see a decline in the dividend this coming year. This may mark for many to want to sell off, however if you are a long term investor you may want to wait out the storm, and hold onto this investment as there are many Consensus Analyst Price Target at or above $60.00 a share.

 

Transocean LTD.  (NYSE:RIG) – An Offshore drilling contractor. Transocean of who owns or operates mobile offshore drilling units, inland drilling barges, and many other assets utilized in the suppport of offshore drilling activities on a Worldwide Basis. Transocean also Specializes i technically demanding segments of the offshore drilling business, which includes harsh environmental drilling, and deepwater drilling services.

Since 10/31/2011 Transocean hit a High of $59.24 of which then resulted in a downtrend to a New 52 week Low of $38.21 right before the New Year. However since the New Year there has been a turnaround and a bounce back in share price up over 18% close to $7.00 a share trading today up 1% at $45.15.

Currently I Rate this Company a HOLD. Not only does Transocean have a big dividend at 0.79 a share but could see a decline in the dividend this coming year. This may mark for many to want to sell off, however if you are a long term investor you may want to wait out the storm, and hold onto this investment as there are many Consensus Analyst Price Target at or above $60.00 a share.

Currently I own a Long Term Position in Transocean (RIG).

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Apples stock of which has a 52 week High of $422.86, and its 52 week low $277.77.

 

Currently Apple is Trading around $373.00. Not only do they have great products, and Everyone out there wants an Ipod, Iphone, and Ipad. Being a company with this much demand makes you more viol ital. Not only do I feel that Apple is Overbought, but I think it is close to $100.00-$125.00 overbought. Over the coming months ahead, it is obvious that there products will be the top sellers especially during the holidays. However, The facts are people like, change, and I personally do not think that the iPhone will be as hot of an item as it is right now until they change the looks to it. They not only need to make the screen bigger. For them to get into the Business  market and take full control of that cell phone sector the phone has to change. Personally I love all Apple products they continue to blow my mind with some of the things you can do with them. However there price is unmatched, there products are TO EXPENSIVE for the Average American, and I think this may hurt them long term. If they can lower price and compete with other products that are more than half the price, I think they will continue to miss out on a large market share. I expect Apple to continue a downtrend, and when it hits under $250.00 then maybe will I think about Investing in them. I would rather have my money in At&t, Verizon Wireless as not only do you get a Dividend, and Great Yields, but if Apple falls out someday in the Future, it does not matter because they would obviously have the new Hot Item, and Cell Phones are not going anywhere. Over the coming years ahead I believe these phone companies will increase in price, Dividend, and Yield which over the Long run will benefit me more than a investment in Apple. Currently I have Apple as a SELL, and have no intentions of investing in them until a change is underway.