What will be the best investment for 2010? In today's report will present a new firm operating in one of the most important business globally, with growth prospects that are considered among the most interesting in the coming years. We are talking about collection and recycling of waste.
London, 12/22/2009 (informazione.it - \u200b\u200bpress releases) Crisis or no crisis, recession or growth, every day each person in the world produces an average of 2 kg of waste. In addition to this the world's population is steadily increasing each year. We have reached the penultimate edition of our report of 2009 and is already time to take stock and best wishes. The year is ending, it was certainly one of the best with regard to the performance achieved by our models. In first place we find the results for Trading Advanced Level Three, consisting of only 6 titles that change once a week, with a performance year to date amounted to +106.8%. The other portfolios have achieved significant results, with Top Value & Growth +83.2% and in our flagship Top Analysts, made following the recommendations of a panel of some of the best international Guru, with a profit from the beginning years equal to +51.74%. In our opinion, one of the reasons that led to these important successes in 2009 was definitely the operational discipline that we have set in selecting companies for inclusion in the portfolios, especially in difficult times of late 2008. Our vision has always been oriented companies and approach to investment has always been targeted at the underlying business, with a careful analysis of fundamentals and prospects. In summary have overshadowed the fact that they operate on listed securities that fluctuate every day, but we preferred to focus our attention on industrial projects of each company on which we have invested, with particular attention to their potential for growth in the medium long term . Following this strategy we put in the winning business portfolio, focusing on established brands that have been able to demonstrate ability to develop over the years. We preferred to invest in companies that have maintained over time, a great deal of attention to shareholders, with dividends increasing and projects that create added value on capital invested. In this context, in 2009 alone, our readers have received more than 200 credits in cash coupons, on average one every two days, which provided a decisive contribution to the overall performance of the models. Among the titles of Top Analysts who have shown distinguished performance in 2009 are companies from emerging countries such as Trina Solar, a Chinese company specializing in the production of solar panels, with a record result equal to +454.6% followed by the largest producer Chinese wind power, to +336.05% and a U.S. real estate fund which holds some of the biggest hotels in the country, with +311.9%. All these companies should be held in the portfolio for the first months of 2010, as the analysts' rating is BUY and still, in spite of major increases, the potential for the medium term are still intact. The day yesterday was marked by major news surrounding some of our companies. The first relates to Alcoa is listed on the NYSE under the symbol AA, in our portfolio from 4 August 2005. The company is a leading global manufacturer of aluminum, bauxite mining property in Australia, Brazil, Guinea, Jamaica, and Suriname. Yesterday, Alcoa announced plans to invest 10.8 billion dollars in a joint venture with the mining company Ma'aden Arabia to build a giant complex for the production of aluminum in Saudi Arabia. The title on the stock market reacted with a rise equal to +7.89%. Aluminium is one of the most used metals in the world and global demand goes hand in hand with economic development. The strong demand for aluminum in recent months, and then anticipates a possible global recovery and Alcoa with this big project is well positioned to capture the trend. The title maintains a BUY rating and must be purchased with a view of the tray with a target at +21% from current levels.
The second news is a major European pharmaceutical companies, in our portfolio since March 10, 2006. The company announced yesterday its intention to buy a $ 1.9 billion American pharmaceutical, specializing in products for skin care. The company's securities target company showed a +33.1% leap bag in one sitting. This pharmaceutical company is one of the key titles of our models and is one of the most interesting in the global pharmaceutical industry. The American billionaire Warren Buffet, known for his ability to pick winning companies, is currently one of the shareholders. With an excellent and stable dividend of 3.6% per year and strong growth prospects, the rating assigned by analysts is STRONG BUY with a target at +41% from current levels.
Create Energy from Waste - The great challenge of the future - New company portfolios
In today's report we ask once again attention to one of the most important business globally, with growth prospects that are considered among the most interesting for the next 5-10 years. We are talking about the collection and recycling of waste. In particular, we will present a company highly specialized in this field, which could fully grasp the strong growth in this important market. Crisis or no crisis, recession or growth, every day each person in the world produces an average of 2 kg of waste. In addition to this the world's population is steadily increasing each year.
The latest predictions are for a planet with over 9 billion people by 2050. Calculate how much waste is produced in the world in the coming decades, it becomes even difficult. In a few years, the land could be submerged by a sea of \u200b\u200bwaste and waste of any kind. Until a few years ago, given the exponential growth in volumes, the waste was considered as a serious problem. Today, with new treatment technologies, waste is not regarded as one of the most important resources to be exploited for the welfare of humanity. Treatment and recycling of waste can in fact get a fuel gas and electricity can power entire cities. In this context we present today one of the largest companies worldwide in the collection and recycling of waste, which specializes in its treatment aimed at the production and sale of electricity. This is the largest company in the United States, with a collection of solid waste for about 66 million tonnes annually, with over 20 million customers in the United States, Canada and Puerto Rico.
focus our attention on this company for two reasons:
- Last week the company announced its intention to once again increase the dividend to shareholders, after six consecutive years of increase in the coupon. From 2010, then we will get a 4% return on invested capital, one of the highest levels among all securities contained in our wallets.
- In recent months the company has signed an agreement particularly important for its future. The company has entered into with one of the largest Chinese government an agreement to acquire 40% of the leaders in waste collection in Asia, in major cities like Shanghai, Nanjing, Chengdu, Qingdao, Weihai and Ningbo. Try to imagine what it will mean in terms of turnover for these companies in the entrance with its advanced technologies on one of the most important markets worldwide, with a mass of waste to be collected and treated in cities with populations living in and a steadily increasing industrial development at the highest levels. After the completion of this agreement, the company will boast the important record of waste collection in the two most important markets in the world, with important consequences for its shareholders in the medium to long term.
Currently the company handles the entire process of waste treatment, the collection from individual households and industries, using a fleet of over 22,000 trucks equipped with dump waste in 273 properties, spread throughout North America able to dissipate more than 110 million tons of waste each year. For efficient and rapid transport to the landfill, the company also owns 355 stations intermediate transfer, consolidation and compaction of the material collected, thus allowing more efficient management. The decomposition of waste in landfills produces a gas that is naturally exploited by the company for the production of electricity, through 11 plants specialized properties that produce about 500 MW of clean energy can power over 400,000 homes. In addition to using natural gas, the company derives more energy from the combustion of waste, with a network of 16 energy plants that can treat 21,340 tons of waste each day, generating additional 600 MW of electricity can power 650,000 homes and allowing more a saving of about 7 million barrels of oil. In total, the production of energy from waste already allow this company to produce energy for more than a million homes, resulting in revenues of some constant growth, in addition to those posed by the collection service. In addition to this, the production of energy with these methods produce much less pollution as compared with the traditional sources, leading to incentives and subsidies from governments. The third source of revenue for the company comes from the collection and subsequent recycling of waste. In 2008 alone the company:
- Managed recyclable materials such as to fill the Empire State Building for more than 11 times
- recycled raw materials enough to fill 99,000 Boeing 737
- has recycled more than 40,000 tons of aluminum, saving enough energy to power 1.6 million televisions for 13 hours a day for an entire year.
- recycled more than 3.5 million tons of office paper and newspapers, helping to save more than 41 million trees.
All this without considering the impact of turnover in the coming years will come from new acquisitions in China, which could further positive change in the fortunes of this company. Management's objectives are clear and the company has set four points to be achieved by 2020:
-double the amount of energy produced from waste through 1 million to 2 million homes served by each year, saving 28 million barrels of oil, or 8.2 million tons of coal each year
-triple the amount of material recycled Treaty, from the current 8 million tons to more than 20 million tons-
currently the company has a fleet of 26,000 vehicles. Over the next 10 years, the company will pursue a policy aimed at saving fuel by at least 15% with a goal of reducing emissions by 15% by hybrid engines.
-reducing environmental impact, with the aim of achieving environmental certification for at least 100 of the landfill property, with a total area of \u200b\u200bmore than one and a half times the entire island of Manhattan.
Despite the strong outlook for the coming years, the publicly traded companies with attractive fundamental and we believe that this company is be considered as one of the most interesting ones included in our model Top Analysts in the perspective of the next 3-5years. The farm bill is currently $ 11.7 billion and produces a net profit of 1 billion. The price earnings is equal to 15.5 times earnings expected for 2010, with a dividend for shareholders of approximately 4%. The company also has always been particularly attentive to its members with the purchase of own shares to support prices. With the tremendous need for clean energy in the world and a volume of waste involved increasing, we believe that this company is present excellent opportunities for appreciation over the next few years, while providing special defensive characteristics. Analysts surveyed by us assign the company a STRONG BUY rating with a target short-term equal to +21% from current levels and potential much higher in the medium to long term. What I failed to politicians in the recent summit in Copenhagen is already made in the numbers of this company, with its joint venture in China will enjoy a huge market, expanding significantly its outlook for growth in the coming years. Currently we have invested in this company a market share of around 1.7% of the total portfolio with the objective of increasing exposure in the coming months to 2.5 to 3%. Buy today on the title.
We consider the style "classical value" method as a disciplined, conservative and common sense. Investing "value" is in our opinion the best way to approach the market in the long term. (London Market Research Ltd)
References
Paul Crusader
London Market Research Ltd London
Italy
info@strategyinvestor.com
http://www.strategyinvestor.com
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