Stock Picks ~ 2007 

 
 

Home
Up
About Us
Performance
Free Views
Select-&-Login
Stock Picks
Order-or-Login
Disclaimer
Glossary
Investor Resources
Home

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  
  • September 2007 (3)
  • October 2007 (4)
  • Nov. 2007 (5)  
  • Dec. 2007 (4)
  • May 2007 (4)
  • June 2007 (5)
  • July 2007 (4)  
  • August 2007 (5)
  • January 2007 (2)
  • February 2007 (2)
  • March 2007 (4)  
  • April 2007 (5)



  •  

    June 2007 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
     LAN Airlines S.A., ADR    LFL     NYSE     Transportation     Airlines   06/01/07 $81.27   49.45 (Good)  
      Terex Corp.     TEX     NYSE     Capital Goods     Misc. Capital Goods   06/08/07 $82.17   52.60 (Very Good)  
      Potash Corp. Saskachewan     POT     NYSE     Basic Materials     Non-metallic Mining   06/15/07 $77.62   53.63 (Very Good)  
      Deckers Outdoor Corp.     DECK     NASD     Consumer Cylical     Footwear   06/22/07 $93.91   50.38 (Very Good)  
    CAE Inc.    CGT     NYSE     Technology   Electronic Instruments & Controls   06/29/07 $13.34   45.90 (Good)  

       LAN Airlines S.A., ADR  (NYSE: LFL) is the leading passenger airlines in Latin America and the main cargo operator in the region. The Company currently provide domestic and international passenger services in Chile and Peru, domestic passenger services in Argentina, and international passenger services in Ecuador. As of May 31, 2006, LAN service 15 destinations in Chile, 11 destinations in Peru, nine destinations in Argentina, two destinations in Ecuador, ten destinations in other Latin American countries and the Caribbean, three destinations in the United States, two destinations in Europe and four destinations in the South Pacific. In addition, as of May 31, 2006, through various code-share agreements, the Company offer service to 54 additional international destinations.

    The
    Company's operations are carried out principally by Lan Airlines and also by a number of different subsidiaries. As of May 31, 2006, in the passenger business, LAN operated through five main airlines: Lan Airlines, Transporte Aéreo S.A. (which does business under the name “Lan Express”), Lan Peru S.A. (“LanPeru”), Aerolane Líneas Aéreas Nacionales del Ecuador S.A. (“LanEcuador”), and Lan Argentina S.A. (“LanArgentina”, previously Aero 2000 S.A.). The Company's cargo operations are carried out by a number of companies, including Lan Airlines and LAN Cargo and are complemented by the operations of certain subsidiaries, such as Aero Transportes Mas de Carga S.A. de C.V., or MasAir, in Mexico and Aerolinhas Brasileiras S.A., or Absa, in Brazil.

    The stock's price gained 17.6% over the past 3 months (vs. the Industry's 1.3%); 64.0% over the past 6 months (vs. the  Industry's 12.3%); and 128.5% over the past 12 months (vs. the Industry's 42.6%). LAN is classified as a medium-cap value company (with a market cap of $5.15B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Chilean government founded Lan Airlines (formerly Lan Chile S.A.) in 1929.  Lan Airlines was a government-owned company from 1929 until its incorporation in 1983. The Company's principal executive offices are located at Santiago, Chile. The Company has 14,624 employees (as of 12/12/2006).


    Sector: Transportation; Industry: Airlines; Ticker: LFL;  Exch: NYSE;  06/01/07 Closing Price: $81.27) 

    STOCK GRADE (ASG):  49.45  (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:        38.27%
    Profitability (12 Mo.) . . . Profit Margin:          7.81%
    Stock's Growth Record (12 Mo.) . . . Revenue:        21.05%
    . . . EPS:        34.17%
    . . . Price:      130.23%
    . . . Dividend:        95.03%
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:        20.71
    . . . Earnings/Share:        37.70
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/01/2007:      $81.27

    COMMENT: The stock's pick price (of $81.27) is over the 13- and 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $79.91) and the 50-day EMA (of $75.99) by 1.70% and 6.95% 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) . . . 06/01/2007:      $79.91
    Price / Share (50-day EMA) . . . 06/01/2007:      $75.99
    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: This is the second instance that LAN is an ACE'S pick. The stock was an ACE'S pick in December 1, 2004, when its share price then was $26.01 (SEE: Yahoo's historical prices for LFL). Based on its 06/01/07 closing price, the stock has gained 212.46% since 12/01/04 (or  an average annual gain of  about 85%).

    ^Top page



         Terex Corp.  (NYSE: TEX) is  a diversified global manufacturer of capital equipment for the construction, infrastructure, quarry, mining, shipping, transportation, refining and utility industries. The Company operates in five business segments: Terex Construction; Terex Cranes; Terex Aerial Work Platforms; Terex Materials Processing & Mining and Terex Roadbuilding; Utility Products and Other. The Company's products are manufactured at plants in North America, Europe, Australia, Asia and South America, and are sold primarily through dealers and distributors worldwide.

    The Terex Construction segment manufactures heavy construction equipment, compact construction equipment, and mobile crushing and screening equipment. The Terex Cranes segment manufactures a variety of cranes, and telescopic container stackers. The Terex Aerial Work Platforms segment manufactures aerial work platform equipment, telehandlers, light construction equipment and construction trailers. The Terex Materials Processing & Mining segment manufactures crushing and screening equipment, mining excavators and trucks, and drilling equipment. The Terex Roadbuilding, Utility Products and Other segment manufactures asphalt and concrete equipment, landfill compactors, and on/off road heavy-duty vehicles.

    The stock's price gained 22.2% over the past 3 months (vs. the Industry's 17.5%); 40.3% over the past 6 months (vs. the  Industry's 29.6%); and 93.9% over the past 12 months (vs. the Industry's 44.1%).
    Terex is classified as a medium-cap value company (with a market cap of $8.46B) 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 in 1986. Terex's principal executive offices are located at Westport, Connecticut. The Company has 18,200 employees.

    Sector: Capital Goods; Industry: Misc. Capital Goods; Ticker: TEX;  Exch: NYSE;  06/08/07 Closing Price: $82.17) 

    STOCK GRADE (ASG):  52.60  (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:        27.73%
    Profitability (12 Mo.) . . . Profit Margin:         5.44%
    Stock's Growth Record (12 Mo.) . . . Revenue:       24.22%
    . . . EPS:     109.71%
    . . . Price:       83.44%
    . . . Dividend:          NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:       19.65
    . . . Earnings/Share:       82.83
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/08/2007:     $82.17

    COMMENT: The stock's pick price (of $82.17) is within the 13- and 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $82.94) and over the 50-day EMA (of $78.54) by -0.93% and 4.62% 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) . . . 06/08/2007:      $82.94
    Price / Share (50-day EMA) . . . 06/08/2007:      $78.54
    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


          Potash Corp. Saskatchewan  (NYSE: POT) is  an integrated fertilizer and related industrial and feed products company. The Company's potash operations include the mining and production of potash, which is predominantly used as fertilizer.  The Company's phosphate operations include the manufacture and sale of solid and liquid phosphate fertilizers, animal feed supplements and industrial acid, which is used in food products and industrial processes. The operation includes an integrated phosphate mine and processing plant in North Carolina; a phosphate mine and two chemical plant complexes in northern Florida; six phosphate feed plants in the United States and one feed plant in Brazil. Potash Corp.'s nitrogen operations involve the production of nitrogen fertilizers and nitrogen feed and industrial products, including ammonia, urea, nitrogen solutions, ammonium nitrate and nitric acid. The Company have nitrogen facilities in Georgia, Louisiana, Ohio, Tennessee and Trinidad. Through Florida Favorite Fertilizer in Florida and Farmer’s Favorite Fertilizer in Georgia, Potash Corp. manufacture, process and distribute fertilizer and other agricultural supplies from plants located in Florida and Georgia.

    Potash Corp.,  worldwide  and by capacity, is the largest producer of potash; the third largest producer of phosphates; and the fourth largest producer of nitrogen products. In 2005, the Company's potash operations represented an estimated 17% of global production, 22% of global potash capacity and 75% of global potash excess capacity; its phosphate operations represented an estimated 6% of world phosphoric acid production; and its nitrogen operations represented an estimated 2% of world ammonia production.

    The stock's price gained 51.7% over the past 3 months (vs. the Industry's 36.3%);68.9% over the past 6 months (vs. the  Industry's 53.6%); and 174.7% over the past 12 months (vs. the Industry's 136.4%). Potash Corp. is classified as a large-cap growth company (with a market cap of $24.48B) that is rated to outperform the market over the next six months with a Risk Level of 2 (less than average). The Company is the successor to a corporation that was first established by the Province of Saskatchewan in 1975.  The Company has its corporate offices at Saskatoon, Saskatchewan, Canada. The Company has 4,871 employees.

    Sector: Basic Materials; Industry: Non-metallic Mining; Ticker: POT;  Exch: NYSE;  06/15/07 Closing Price: $77.62) 

    STOCK GRADE (ASG):  53.63  (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:        22.21%
    Profitability (12 Mo.) . . . Profit Margin:        19.33%
    Stock's Growth Record (12 Mo.) . . . Revenue:         -2.09%
    . . . EPS:        22.85%
    . . . Price:      167.23%
    . . . Dividend:          NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:        35.23
    . . . Earnings/Share:          2.20
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/15/2007:     $77.62

    COMMENT: The stock's pick price (of $77.62) is over the 13- and 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $73.49) and over the 50-day EMA (of $66.47) by 5.62% and 16.77% 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) . . . 06/15/2007:      $73.49
    Price / Share (50-day EMA) . . . 06/15/2007:      $66.47
    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


     

         Deckers Outdoor Corp.  (NASD: DECK) designs and markets niche, innovative, functional and fashion-oriented footwear for both high performance outdoor activities and everyday casual lifestyle use. The Company markets its products under three proprietary brands: Teva, UGG and Simple. Teva is the outdoor lifestyle brand and the category creator for the sport sandal segment. The Teva sport sandal line have been expanded to include casual open-toe footwear, as well as hiking boots, trail running shoes, amphibious footwear and other rugged outdoor footwear styles. UGG is the luxury comfort brand and the category creator for luxury sheepskin footwear. The UGG product line is distributed within high-end specialty and department store retailers to maintain UGG’s position as a mid- to upper-price luxury brand.

    Simple is the moderately priced “anti-brand,” serving the needs of a youthful, irreverent consumer base seeking the comfort of athletic footwear but the styling of more traditional, understated, “back-to-basics” footwear. This youth brand has a diverse product offering ranging from its successful legacy categories of sneakers, clogs and sandals to its recently introduced “9 to 5” collection of casual footwear and its ecologically friendly Green Toe collection.
    Deckers sells its products through domestic retailers and international distributors and directly to end-user consumers through its websites, catalogs and retail outlet stores.

    The stock's price gained 28.8% over the past 3 months (vs. the Industry's 5.3%); 60.5% over the past 6 months (vs. the  Industry's 13.5%); and 152.5% over the past 12 months (vs. the Industry's 51.2%). Deckers is classified as a small-cap growth company (with a market cap of $1.20B) that is rated to outperform the market over the next six months with a Risk Level of 2 (less than average). The Company was founded in 1973 as a domestic manufacturer of sandals.  Deckers s has its corporate offices in Goleta, California. The Company has 276 employees.

    Sector: Consumer Cyclical; Industry: Footwear; Ticker: DECK;  Exch: NASD;  06/22/07 Closing Price: $93.91) 

    STOCK GRADE (ASG):  50.38  (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:        17.36%
    Profitability (12 Mo.) . . . Profit Margin:        11.08%
    Stock's Growth Record (12 Mo.) . . . Revenue:        14.98%
    . . . EPS:        -1.14%
    . . . Price:     146.20%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:        33.99
    . . . Earnings/Share:          2.75
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/22/2007:     $93.91

    COMMENT: The stock's pick price (of $93.91) is over the 13- and 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $93.000) and over the 50-day EMA (of $84.55) by 0.98% and 11.07% 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) . . . 06/22/2007:      $93.00
    Price / Share (50-day EMA) . . . 06/22/2007:      $84.55
    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


        CAE Inc.  (NYSE: CGT) is a provider of simulation and modeling technologies and integrated training services for civil aviation, and defense customers worldwide. CAE has three core businesses: Simulation Products; Civil Training and Services; and Military Training and Services. Simulation Products: The Company is a leading supplier of civil full-flight simulators, with more than 500 simulators and flight training devices sold to more than 100 airlines, aircraft manufacturers and training center. CAE also designs military training systems for air, land and sea applications, having supplied the defense forces of more than 50 nations with military training systems and services.

    Civil Training and Services: CAE is a leader in aviation, maintenance and crew training services with over 110 full-flight simulators in more than 20 aviation training centers serving approximately 3,500 airlines, aircraft operators and manufacturers across the globe.
    The Company offers tailored training services ranging from fully integrated training programs to deployable ground school capabilities and e-learning solutions. Military Training and Service: CAE provides its customers with turnkey training services and a full range of training support services from over 60 locations around the globe. Services range from training of pilots, maintenance technicians and crew members to technical services, support training in engineering and maintenance, modeling and simulation consulting, and training centre design and operation. The Company has manufacturing operations and training facilities in 19 countries on five continents. Ninety per cent of CAE's more than Canadian $1 billion annual revenues are derived from worldwide exports.

    The stock's price gained 31.0% over the past 3 months (vs. the Industry's 20.8%); 48.3% over the past 6 months (vs. the  Industry's 32.0%); and 98.3% over the past 12 months (vs. the Industry's 34.8%). CAE is classified as a mid-cap growth company (with a market cap of $3.36B) that is rated to outperform the market over the next six months with a Risk Level of 1 (very low). The Company was founded in 1947.  CAE has its corporate offices in Saint-Laurent QC, Canada. The Company has 5,000 employees.

    Sector: Technology; Industry: Electronic Instruments & Controls; Ticker: CGT;  Exch: NYSE;  06/29/07 Closing Price: $13.34) 

    STOCK GRADE (ASG):  45.90  (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)