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Sunday, 6 April 2008
"Looking Back One Year" A review of stock picks from the week of September 18, 2006

 

 

Hello Friends!  Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice!  As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.

It is now Sunday evening, and I really want to get this review out before the weekend is over.  I have missed a few weeekends along the way and the result is that the 'year ago' period is more like a year-and-a-half....and it might even close on two years out!

Anyhow, these reviews are based on a presumed buy and hold strategy.  In practice I advocate and employ a disciplined investment strategy.  The difference between these two approaches would certainly affect performance and should be taken into consideration.

On September 18, 2006, I posted Precision Castparts (PCP) on Stock Picks Bob's Advice when the stock was trading at $59.89.  I purchased some shares later for my own account and later sold it on a decline.  I do not own any shares of PCP at this time. Let's take another look at this stock and I shall explain why

PRECISION CASTPARTS (PCP) IS RATED A BUY 

PCP closed at $111.08 on April 4, 2008, for a gain of $51.19 or 85.5% since posting. 

On January 22, 2008, Precision Castparts (PCP) announced 3rd quarter 2008 results.  Sales increased 22.7% to $1.70 billion from $1.38 billion the prior year same period.  Net income came in at $246.5 million, up from $158.7 million the prior year.  This was $1.78/share this year vs. $1.17/share last year.

The company came in a little light on revenue,  but beat expectations on earnings according to analysts polled by Thomson Financial who on average had been expecting earnings of $1.72 on sales of $1.74 billion.

The Morningstar.com "5-Yr Restated" financials on PCP are intact with solid revenue growth, earnings growth, stable outstanding shares, free cash flow growth, and a solid balance sheet. 

If we review the recent StockCharts.com 'point & figure' chart on Precision Castparts, we can see how the stock has recently been under pressure (as have most all stocks), but that how the stock price hasn't fundamentally broken down long-term.

On September 22, 2006, I posted HEICO (HEI) on Stock Picks Bob's Advice when the stock was trading at $34.53.  I do not own any shares nor any options on this stock.  However, I would like to share with you why I believe

HEICO (HEI) IS RATED A BUY 

HEICO closed at $49.96 on April 4, 2008, for a gain of $15.43 or 44.7% since posting.

On February 28, 2008, HEICO reported 1st quarter 2008 results.  Net sales increased 18% to $134.3 million from $113.7 million the prior year same period.  Net income grew 27% to $10.1 million or $.37/diluted share from $7.9 milion or $.30/diluted share last year. 

The Morningstar.com "5-Yr Restated" financials page is intact with continuing steady revenue growth, earnings growth, dividend growth, stable outstanding shares, free cash flow growth, and a solid balance sheet.

Reviewing the StockCharts.com 'point & figure' chart on HEICO (HEI), we can see that the stock price, which did come under pressure this year, has been acting stronger, breaking through recent price resistance and overall has held up quite well from my perspective. 

Actually I did quite well with these two stock picks.  These selections had an average appreciation of 65.1% since being selected for this website. 

Thanks again for visiting! If you have any comments or questions, please feel free to leave them on the blog or email me at bobsadviceforstocks@lycos.com.  If you get a chance, be sure and visit my Covestor Page where my actual trading portfolio is monitored, my SocialPicks Page where my many stock picks are being tracked, and my Podcast Page where you can download some 'radio shows' I have done explaining some of the stocks and ideas I share with all of you on this website.

Have a great week ahead everyone!

Yours in investing,

 

Bob 


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