1. Rogers Communications, Inc. (RCI)
Rogers Communications (RCI) has approximately 2.3 million subscribers throughout eastern Canada and is the country's number-one cable television operator. With more than 6 million subscribers, the company's subsidiary, Rogers Wireless, is Canada's largest mobile phone outfit. Rogers Telecom provides nationwide services as a alternative fixed-line phone carrier. The Rogers Media unit is involved in broadcasting and publishing. If you're a Blue Jays fan, you'll be happy to know that a large stake of the Toronto team and their sports complex is held by Rogers. CEO John Rogers owns 91% of the stock's voting power.
As of December 31, 2007, it operated 52 radio stations; a spiritually-themed television station; a specialty sports television service that provides regional sports programming; a nationally televised shopping service; and The Biography Channel Canada. This segment also holds a 50% interest in Dome Productions, a mobile production and distribution joint venture. The company was founded in 1920 and is headquartered in Toronto, Canada.
RCI announced recently that it’s projecting revenue between $11.2 billion and $11.5 billion for 2008, with adjusted operating profit forecasted between $4 billion and $4.2 billion. It also expects to add 550,000 to 625,000 net wireless subscribers this year. RCI remains an excellent buy.
2. Southern Copper Corp. (PCU)
Southern Copper Corporation produces copper, molybdenum, zinc, and silver. It engages in mining, milling, and flotation of copper ore to produce copper concentrates and molybdenum concentrates; the smelting of copper concentrates to produce anode and blister copper; and the refining of blister/anode copper to produce copper cathodes. The company also engages in the mining and processing of gold and lead, as well as produces refined copper using SX/EW technology. It operates the Toquepala and Cuajone mines in the Andes Mountains, which is located approximately 984 kilometers southeast of the city of Lima, Peru; and a smelter and refinery west of the Toquepala and Cuajone mines in the coastal city of Ilo, Peru. Southern Copper Corporation has its mining, smelting and refining operations in Peru and Mexico, as well as exploration operations in Chile. The company, formerly known as Southern Peru Copper Corporation, was founded in 1952 and is based in Phoenix, Arizona. Southern Copper Corporation is a subsidiary of Americas Mining Corporation.
There is a positive outlook on Southern Copper's profit picture based on the favorable global demand for copper and lower interest rates. The company is in a very good position to expand production amidst higher-grade ores at its mines. Further, the company has undertaken various exploration projects, which will enhance the production capacity, once operational. This, in conjunction with high copper prices, provides a favorable backdrop for revenue. Based on these positive fundamental factors, this remains a good buy.
3. Transocean Inc. (RIG)
Transocean Inc. is the world's largest offshore drilling contractor and the leading provider of drilling management services worldwide.
The company specializes in deepwater drilling. It's not afraid of getting its feet wet with operations in the world's major offshore oil-producing regions, including Africa, Asia, Brazil, Canada, India, the Middle East, the Gulf of Mexico and the North Sea. Transocean has a fleet of 82 mobile offshore drilling units, inland barges and support vessels, including semi-submersibles and drill ships, jackup rigs and other rigs. As the premier deep-water driller in the world, the company has a massive order backlog and is still charging very high day rates.
The company recently reported net income for the fourth quarter at $1,056 million, or $4.17 per diluted share. The results compare to net income of $621 million, or $2.92 per diluted share for the same period in 2006.
By merging with GlobalSantaFe, Transocean has transformed and now has a larger global footprint and more extensive technical capabilities.
4. Occidental Petroleum (OXY)
We sold OXY Pete for 231% profits back in October 2006, and as the price of oil shoots to the moon, companies like OXY will continue to benefit. It has proven reserves of 2.9 billion barrels of oil equivalent in the U.S., the Middle East and Latin America. The company also owns 76% of OxyVinyls, which is the top North American producer of polyvinyl chloride (PVC) resin. Occidental Petroleum also has an energy trading and marketing operation, Occidental Energy Marketing. In its fourth quarter, OXY’s earnings rose to $1.74 per share—a 2.95% surprise over analysts’ $1.69 per-share expectations. Revenues rose to $5.52 billion.
On March 10, 2008, the company announced the signing of an agreement with Abu Dhabi's International Petroleum Investment Company (IPIC) for joint participation in hydrocarbon-related investments.
The agreement between Oxy and IPIC, a company wholly owned by the Government of the Emirate of Abu Dhabi, provides for the companies to jointly evaluate and participate in development of upstream and downstream projects both within and outside the Middle East Region.
5. Monsanto (MON)
Monsanto (MON) is by far the world's largest leading producer of bioengineered crops. In fact, the company's market share is so huge that experts estimate that Monsanto has developed 70% of the world's insect- and herbicide-resistant crops.
Do you realize what this means?
That's like having a 70% market share in the one commodity that every human being on Earth needs to survive—FOOD.
When you add the fact that demand for ethanol is putting powerful upward pressure on the price of corn, you can see why the company is about to hit the jackpot again as sales to China and India explode from the falling dollar.
In fact, as I just mentioned, if you had invested $20,000 in this company two years ago, you'd be sitting on $61,000 now. A $100,000 stake would now be worth $305,000.
And it's all because the demand for genetically modified seeds has exploded by 20% over the past two years and the company has a locked-in market share. Monsanto remains a great buy!
Rogers Communications (RCI) has approximately 2.3 million subscribers throughout eastern Canada and is the country's number-one cable television operator. With more than 6 million subscribers, the company's subsidiary, Rogers Wireless, is Canada's largest mobile phone outfit. Rogers Telecom provides nationwide services as a alternative fixed-line phone carrier. The Rogers Media unit is involved in broadcasting and publishing. If you're a Blue Jays fan, you'll be happy to know that a large stake of the Toronto team and their sports complex is held by Rogers. CEO John Rogers owns 91% of the stock's voting power.
As of December 31, 2007, it operated 52 radio stations; a spiritually-themed television station; a specialty sports television service that provides regional sports programming; a nationally televised shopping service; and The Biography Channel Canada. This segment also holds a 50% interest in Dome Productions, a mobile production and distribution joint venture. The company was founded in 1920 and is headquartered in Toronto, Canada.
RCI announced recently that it’s projecting revenue between $11.2 billion and $11.5 billion for 2008, with adjusted operating profit forecasted between $4 billion and $4.2 billion. It also expects to add 550,000 to 625,000 net wireless subscribers this year. RCI remains an excellent buy.
2. Southern Copper Corp. (PCU)
Southern Copper Corporation produces copper, molybdenum, zinc, and silver. It engages in mining, milling, and flotation of copper ore to produce copper concentrates and molybdenum concentrates; the smelting of copper concentrates to produce anode and blister copper; and the refining of blister/anode copper to produce copper cathodes. The company also engages in the mining and processing of gold and lead, as well as produces refined copper using SX/EW technology. It operates the Toquepala and Cuajone mines in the Andes Mountains, which is located approximately 984 kilometers southeast of the city of Lima, Peru; and a smelter and refinery west of the Toquepala and Cuajone mines in the coastal city of Ilo, Peru. Southern Copper Corporation has its mining, smelting and refining operations in Peru and Mexico, as well as exploration operations in Chile. The company, formerly known as Southern Peru Copper Corporation, was founded in 1952 and is based in Phoenix, Arizona. Southern Copper Corporation is a subsidiary of Americas Mining Corporation.
There is a positive outlook on Southern Copper's profit picture based on the favorable global demand for copper and lower interest rates. The company is in a very good position to expand production amidst higher-grade ores at its mines. Further, the company has undertaken various exploration projects, which will enhance the production capacity, once operational. This, in conjunction with high copper prices, provides a favorable backdrop for revenue. Based on these positive fundamental factors, this remains a good buy.
3. Transocean Inc. (RIG)
Transocean Inc. is the world's largest offshore drilling contractor and the leading provider of drilling management services worldwide.
The company specializes in deepwater drilling. It's not afraid of getting its feet wet with operations in the world's major offshore oil-producing regions, including Africa, Asia, Brazil, Canada, India, the Middle East, the Gulf of Mexico and the North Sea. Transocean has a fleet of 82 mobile offshore drilling units, inland barges and support vessels, including semi-submersibles and drill ships, jackup rigs and other rigs. As the premier deep-water driller in the world, the company has a massive order backlog and is still charging very high day rates.
The company recently reported net income for the fourth quarter at $1,056 million, or $4.17 per diluted share. The results compare to net income of $621 million, or $2.92 per diluted share for the same period in 2006.
By merging with GlobalSantaFe, Transocean has transformed and now has a larger global footprint and more extensive technical capabilities.
4. Occidental Petroleum (OXY)
We sold OXY Pete for 231% profits back in October 2006, and as the price of oil shoots to the moon, companies like OXY will continue to benefit. It has proven reserves of 2.9 billion barrels of oil equivalent in the U.S., the Middle East and Latin America. The company also owns 76% of OxyVinyls, which is the top North American producer of polyvinyl chloride (PVC) resin. Occidental Petroleum also has an energy trading and marketing operation, Occidental Energy Marketing. In its fourth quarter, OXY’s earnings rose to $1.74 per share—a 2.95% surprise over analysts’ $1.69 per-share expectations. Revenues rose to $5.52 billion.
On March 10, 2008, the company announced the signing of an agreement with Abu Dhabi's International Petroleum Investment Company (IPIC) for joint participation in hydrocarbon-related investments.
The agreement between Oxy and IPIC, a company wholly owned by the Government of the Emirate of Abu Dhabi, provides for the companies to jointly evaluate and participate in development of upstream and downstream projects both within and outside the Middle East Region.
5. Monsanto (MON)
Monsanto (MON) is by far the world's largest leading producer of bioengineered crops. In fact, the company's market share is so huge that experts estimate that Monsanto has developed 70% of the world's insect- and herbicide-resistant crops.
Do you realize what this means?
That's like having a 70% market share in the one commodity that every human being on Earth needs to survive—FOOD.
When you add the fact that demand for ethanol is putting powerful upward pressure on the price of corn, you can see why the company is about to hit the jackpot again as sales to China and India explode from the falling dollar.
In fact, as I just mentioned, if you had invested $20,000 in this company two years ago, you'd be sitting on $61,000 now. A $100,000 stake would now be worth $305,000.
And it's all because the demand for genetically modified seeds has exploded by 20% over the past two years and the company has a locked-in market share. Monsanto remains a great buy!
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