Potential Top gainers for 2011:
Overall it appears that the overall market will rise 12% in 2011, However this is a stock picker market and you cannot just pick any stock in a sector and hope they all move together. I Have found the companies which shares I find value in when doing some fundamental analysis.
Bank of America Corporation is a bank holding company, and a financial holding company. The Company is a financial institution, serving individual consumers, small and middle market businesses, large corporations and governments with a range of banking, investing, asset management and other financial and risk management products and services. Through its banking subsidiaries (the Banks) and various nonbanking subsidiaries throughout the United States and in selected international markets, it provides a range of banking and nonbanking financial services and products through six business segments: Deposits, Global Card Services, Home Loans & Insurance, Global Commercial Banking, Global Banking & Markets, Global Wealth & Investment Management, with the remaining operations recorded in All Other.
Current price: $13.32
Mr.Stock Picks price target for year end 2011: $21
Netflix, Inc. is a subscription service streaming movies and television episodes over the Internet and sending digital versatile discs (DVDs) by mail to more than 12 million subscribers. The Company’s subscribers can watch unlimited movies and television episodes streamed to their televisions and computers, and can receive DVDs delivered to their homes. The Company offers a variety of subscription plans, with no due dates, no late fees, no shipping fees and no pay-per-view fees. Subscribers can select from a library of titles that can be watched and a range of titles on DVD. On average, approximately two million discs are shipped daily from the Company’s distribution centers across the United States. In September 2010, the Company launched Canadian service for streaming movies and television episodes over Internet.
Current price: $181.71
Mr. Stock Picks price target for year end 2011: $260 (potential stock split)
Trina Solar Limited (Trina) is an integrated solar-power products manufacturer based in China with a global distribution network covering Europe, North America and Asia. It produces standard monocrystalline photovoltaic (PV) modules ranging from 165 watts (W), to 240 W in power output and multicrystalline PV modules ranging from 215 W to 240 W in power output. Trina sells and markets its products worldwide, including in a number of European countries, such as Germany, Spain and Italy. It sells the products to distributors, wholesalers, power plant developers and operators and PV system integrators, including Bull Solar, Enfinity NV, Gestamp Asetym Solar S.L., Invictus NV and Proysectos Integrales Solares S.L. As of December 31, 2009, Trina had an annual manufacturing capacity of ingots and wafers of approximately 500 MW and cells and modules of approximately 600 MW.
Current price: $22.98
Mr.Stock Picks price target for year end 2011: $ 29
National Bank of Greece S.A. (the Bank) is a Greece-based financial institution. It offers a range of integrated financial services, including corporate and investment banking, retail banking (including mortgage lending), leasing, stock brokerage, asset management and venture capital, insurance, real estate and consulting services. In addition, the Company is involved in various other businesses, including hotel and property management, real estate and information technology (IT) consulting. On June 30, 2009, NBG Luxemburg Holding S.A. and NBG Luxfinance Holding S.A. were merged to NBG Asset Management Luxemburg S.A. On January 18, 2010, the Bank acquired 35% of the share capital of AKTOR FM. On October 16, 2009, United Bulgarian Bank A.D. (UBB) established UBB Factoring E.O.O.D., a wholly owned subsidiary of UBB. On September 15, 2009, the Bank disposed of its investment in Phosphoric Fertilizers Industry S.A.
Current price: $1.69
Mr. Stock Picks price target for year end 2011: $2.75
Banco Santander, S.A. (Santander)is a financial group operating principally in Spain, the United Kingdom, Portugal, other European countries, Brazil and other Latin American countries and the United States, offering a range of financial products. It operates in four segments: Continental Europe, United Kingdom, Latin America and Sovereign. Continental Europe segment covers all retail banking business (including Banco Banif, S.A. (Banif), its specialized private bank), wholesale banking and asset management and insurance conducted in Europe, with the exception of the United Kingdom. United Kingdom segment includes retail and wholesale banking, asset management and insurance conducted by the various units and branches of the Company in the United Kingdom. Latin America segment includes the specialized units in Santander Private Banking, as an independent globally managed unit. Santander’s business in New York is also managed in this area.
Current Price: $10.56
Mr.Stock Picks price target for year end 2011: $16
Vodafone Group Plc (Vodafone) is a mobile communications company operating across the globe providing a range of communications services. It offers a range of products and services, including voice, messaging, data and fixed-line solutions and devices to assist customers in meeting their total communications needs. Vodafone has a significant global presence, with equity interests in over 30 countries and over 40 partner markets worldwide. It operates in three geographic regions: Europe, Africa and Central Europe; Asia Pacific, and the Middle East, and has an investment in Verizon Wireless in the United States. On April 20, 2009, it acquired an additional 15% stake in Vodacom Group Limited (Vodacom). On May 18, 2009, Vodacom became a subsidiary following the termination of the shareholder agreement with Telkom SA Limited, the seller and previous joint venture partner. On June 9, 2009, Vodafone Australia completed its merger with Hutchison 3G Australia to form a 50:50 joint venture.
Current Price: $26.29
Mr.Stock Picks price for year end 2011: $32
Speculative Pick for 2011:
China Recycling Energy Corp. (Public, NASDAQ:CREG)
China Recycling Energy Corporation is engaged in the recycling energy business, providing energy savings and recycling products and services. Its business is primarily conducted through the wholly-owned subsidiary, Sifang Holdings and its wholly-owned subsidiaries, Shanghai TCH and Shanghai TCH’s wholly-subsidiaries, Xi’an TCH Energy Technology Company, Ltd, Xingtai Huaxin Energy Tech Co., Ltd., Xi’an TCH’s 80% owned subsidiary Erdos TCH, and Sifang Holding’s subsidiary, Huahong New Energy Technology Co., Ltd. On April 14, 2009, the Company incorporated a joint venture with Erdos Metallurgy Co., Ltd. to recycle waste heat from Erdos's metal refining plants to generate power and steam.
Careful with a speculative stock it has the potential to rise sharply or drop like a rock. However this is a relatively small company only $115M market cap which is currently profitable and has a great business model. The balance sheet is one of the best I have seen for such a small company.
Current price: $2.99
Mr.Stock Picks target price for year end 2011: either $2 or $8 depending on how the scenario can play out.
Have a good New Year,
Mr.Stock Pick
Mr.Stock Pick
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These are brief explanations if you have any questions or would like additional information please contact me directly through the blog. Leave your email and I will try to respond quickly. These are just opinions of mine and you should not use a specific opinion to make an investment. Investors should be aware of the risk involved in making investments.
I don`t like TSL because I see cuts coming to Solar from government spending in europe. And I don`t like NBG with the GDP going from 10% budget for govt to 7% austerity riots expected stock should get hammered some more i see 1.30-1.40 in 3-6months
ReplyDeleteThe solar space is somewhat speculative at the moment but it seems to be going down the road of being standardized in homes, and TSL has the lowest cost of production for productivity.
ReplyDeleteas for NBG I feel it has already come down so far, book value is at .6 the banks assets are growing more valuable, investors however are pricing in credit risk which has shot down the price huge. If Greece doesnt default and if at most takes a small haircut on only interest and not principle on GGB this can be a multi-bagger.
next buy level for nbg?
ReplyDeleteOn the National Bank of Greece: I agree it is undervalued, but I believe its price will drop further. I would also choose to buy on the Greek stockmarket, not NYSE, as if it goes up, that's where you'll see all the action.
ReplyDeleteBeware of a Greek default though: that would harm its balance sheet and cash flow (I believe it holds a great deal of Greek bonds).
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