Posts Tagged ‘Brazil’

English: Logo for DirecTV

Image via Wikipedia

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.

 

 

Yamana Gold, Inc. (USA) – (NYSE:AUY) -a gold producer engaged in the acquisition, exploration, development and operation of mineral properties in Brazil, Argentina, Honduras and Nicaragua. 
Yamana Gold Inc. has traded well over the past 52 weeks from a low of $10.88, and a high of $17.47. Today (NYSE:AUY) closed up $1.51 (9.80%) to finish the trading day at $16.92. Since PoulTrend Alert was Announced on 10/19/2011 at $15.01 has climbed over 12%. Currently I have (AUY) Rated a BUY, HOLD and a yearly target price at $20.00

Things to Like!

  • Pays out a solid 0.05/1/18% Dividend/Yield.
  • Own Properties in one of the fastest growing Emerging Markets in Brazil. 

Vista Gold Corp. – (NYSEAMEX-VGZ) -The Company is currently engaged in the evaluation, acquisition, exploration and advancement of gold exploration and potential development projects.
Vista Gold Corp. over the past 52 weeks has traded at a low of $2.40 and a high of $4.59. Today (NYSEAMEX:VGZ) closed up $0.33 (9.51%) to finish the trading day at $3.80. Since PoulTrend Alert was Announced on December 28th,2011 at $3.06 has climbed over 20%. Currently I have (VGZ) Rated a Buy, HOLD and a  target price of $4.75

Things to Like!

  • Has several gold projects in Mexico, Australia,
  • It also owns approximately 25% of the shares of Zamora Gold Corp., which is a company exploring for gold in Ecuador. 

Great Panther Silver Limited.- (NYSEAMEX:GPL) – Also known as (Great Panther) of which is a silver mining and exploration company. Great Panthers main focus is the mining of precious and base metals from its properties in Mexico. Two main primary mining properties are Guanajuato and Topia Mine

Great Panther over the past 52 weeks has traded as low as $1.78, high $5.04. At close today closed up +0.16 (6.45%) to finish the trading day at $2.64. Currently I have (GPL) Rated a Hold with a target price of $3.25.

May Want to Add to Watch List!

Coeur d’Alene Mines Corp (NYSE:CDE) – A Primary silver producer which is engaged, through its subsidiaries, in the operation and ownership, development & exploration of silver and gold mining properties and companies located within the United States, South America, Australia and Africa.

Logo for Procter & Gamble. Source of the logo.

Image via Wikipedia

The Procter & Gamble Company (P&G) main focuses are in providing consumer packaged goods. P & G’s products are sold in more than 180 countries primarily through mass merchandisers, grocery stores, membership club stores, drug stores and high-frequency stores, the neighborhood stores,and developing markets. P&G currently has around 80 on the ground operations. Last reported approximately 16% of revenue comes from Wal-Mart Stores. With Procter & Gamble closing at $63.09, and at Pre-Market this morning floating around $62.66 this may be a solid morning to get some P&G and add them to your portfolio(LONG). With the emerging markets soon to be P&G next big thing there is no question that they still have area for growth and improvement. One of there biggest products of the global market is toothpaste. With an Estimated 70% of the Brazil Market, 80% of the Mexico,and huge Gains in the Asia Market as well, there is no wonder analysis believe possible growth with stay 9% the next 5 years plus. Not to mention with 16% of their revenue coming from Wal-Mart, this could easily grow to 20% plus if  Wal-Mart continues to stay the king of the retail world. Not to mention long term, they pay a solid Dividend at 0.52 a QT or $2.04 a year, and a Yield of 3.33%.

I Recommend P & G at $62.00 and under.

Ratings-Buy,HOLD HOLD HOLD

Disclosure – Currently I do not own any Procter & Gamble nor plan to initiate position within the next 72 hours.