Jinkosolar (ticker JKS)

Jinkosolar (ticker JKS)

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Company: JinkoSolar
Ticker Symbol: JKS
Action: Buy up to $34

11/25/13 Analysis…
I still love China for growth opportunities. JinkoSolar Holding Co., Ltd (JKS) was on my watch list and it is down almost 7% today. Looks like a good entry point. JinkoSolar, together with its subsidiaries, engages in designing, developing, producing, and marketing photovoltaic products in the People’s Republic of China and internationally.
I am adding a 10%position to JKS. Here is my five point screen on it:

5-Point Stock Inspection: JKS
Financial Strength: Neutral
Valuation: Positive – Buy up to $34
Momentum: Positive
Risk: Negative (very high beta 3.9)
Earnings Trend: Positive
Price target: +20% $37-$40

This trade is not for the faint of heart. It is a high r/high reward trade.

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This Highly Innovative Recreation Company Should be Popular for Christmas!

This Highly Innovative Recreation Company Should be Popular for Christmas!

Innovation Meets Recreation

polaris-rzr-4-xl

 

This innovative recreation company has thrived while many of its peers have seen slumping sales.  Its brand reputation and popularity have allowed management to boost profit margins and thrive in tough times!

I love highly innovative companies. These are the type of fast growing companies that can quickly boost your portfolio’s returns.   Innovation changes the game!  Product innovation is all about the creation and subsequent introduction of a good or service that is either new, or improved on previous goods or services.

I recently came across a fun, interesting, and exciting company heading into one of its prime selling seasons – Christmas!

Here are 3 reasons I love this company:

1.  It has a strong reputation for innovation, and newer product lines along with acquisitions have supported its strong performance in a difficult environment. It has been around since 1954!
2. Retail sales trends have been impressive with annual revenue growth above 20% for each of the past three years.  It has easily outperformed many other discretionary industries. Remember this has been a challenging economy and this company has thrived!
3. It has established a reputation as a phenomenal executor, expanding its gross margin over the past few years even when volume was weaker than anticipated due to the challenging economy.  Higher margins have improved the bottom line!   A top-tier management team has remained focused on lean production and operating as a best-in-class manufacturer.

 

This is a company, we can be “proud to own”!  The company I am referring to is Polaris Industries Inc. (NYSE: PII).  It designs, engineers and manufactures snowmobiles, all terrain vehicles, motorcycles and personal watercraft and markets them, together with related replacement parts, garments and accessories through dealers and distributors. The company’s line of all terrain vehicles consist of fourteen models includes general purpose, sport and four-wheel drive utility models. The company produces a full line of snowmobiles, consisting of thirty-three models, ranging from utility and economy models to performance and competition models.

 

polaris logo

Take a look at its chart the past few years:

 

 

pii chart

 

 

Here is our 5 Point Stock Inspection on PII

5-Point Stock Inspection:  PII 

Financial Strength: Positive

Valuation:  Positive – Buy up to $140

Momentum: Positive

Risk:  Neutral (high beta 1.7)

Earnings Trend: Positive

12-18 month price target:  $220

 

So it scores 4 of out 5.  It also pays a 1.3% dividend, which is quite attractive.

Bottom Line:  Polaris (NYSE: PII) is a great buy up to $140/share with my 12-18 month price target set at $220/share.  It still has a lot of room to grow! It is a highly innovative company and a perfect fit for our Contrarian Strategies Portfolio.  Want more innovative stock picks, go to WallStRenegade.com and check out our Contrarian Strategies Portfolio

Ubiquiti Networks (ticker UBNT)

Ubiquiti Networks (ticker UBNT)

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Company: Ubiquiti Networks
Ticker Symbol: UBNT
Action: Buy up to $45

11/17/13 Update… I am adding 10% to Ubiquiti Networks (UBNT) with a buy up to $45. The option activity remains positively bullish and the stock continues to roll on, gaining about 6% last week and closed near a new 52-week high just above $44. My target is $60 a share, giving it 33% upside. Ubiquiti Networks, Inc. is engaged in the business of designing, manufacturing and selling broadband wireless solutions worldwide. Its products and solutions include radios, antennas and management tools and other applications in the unlicensed radio frequency spectrum. Ubiquiti Networks, Inc. is headquartered in San Jose, California. I will place a 20% stop on UBNT.

5-Point Stock Inspection on UBNT:
Financial Strength: Positive
Valuation: Positive – Buy up to $45
Momentum: Positive
Risk: Neutral
Earnings Trend: Positive
Price Target: $60 (33%+ gain)

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Alliance Fiber (ticker AFOP)

Alliance Fiber (ticker AFOP)

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Company: Alliance Fiber
Ticker Symbol: AFOP
Action: Buy up $16.50

11/17/13 Update… I am adding 10% to Alliance Fiber (AFOP) with a buy up to $16.50. This lost about 6% of value this week. This stock is a day traders dream stock. Just when investors are ready to throw in the towel, day traders will bid the stock back up. It looks like now is a great entry point based on option activity and our financial tracking system. Alliance Fiber Optic Products, Inc. designs, manufactures and markets a broad range of high performance fiber optic components and integrated modules. AFOP’s products are used by leading and emerging communications equipment manufacturers to deliver optical networking systems to the long-haul, enterprise, metropolitan and last mile access segments of the communications network. I will place a 20% stop on this.

5-Point Stock Inspection on AFOP:
Financial Strength: Positive
Valuation: Positive – Buy up to $16.50
Momentum: Positive
Risk: Neutral
Earnings Trend: Positive
Price Target: $20 (30%+ gain)

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Did You Miss This 100%+ Gain?

Did You Miss This 100%+ Gain?

Did You Miss this Triple Digit Winner?

top gainerWhenever investing for the long-term, it makes sense to view your investments as companies rather than just stocks.  To maximize gains, you should look to “invest” in great businesses rather than just put together a few winning trades.  Don’t get me wrong, for a portion of my investments I do trade.  I find lots of short-term windows of opportunity and buy and sell based on those opportunities; but for the bulk of my serious money I look for great companies that I can hold for a long time!

As you may recall, my “proud to own” process involves three areas of focus:

  • I look to avoid companies that violate my faith and values. Some of the types of companies I avoid include those involved in the abortion industry, those producing explicit entertainment and pornography, those conducting embryonic stem cell and fetal tissue research, companies funding and lobbying for homosexuality, those involved in vices like alcohol, tobacco and gambling and companies that are abusing the environment.
  • I seek out companies that complement my faith and values. This involves finding companies: Helping the poor and defenseless; Protecting the sanctity of human life; Producing morally sound entertainment; Finding cures for life threatening diseases; and Improving the society we live in…
  • I seek companies with strong profit potential. This involves finding companies in solid financial condition that have strong profit potential and/or provide strong cash flows via dividends. My goal is to find quality companies that stay true to my values AND are profitable!  This is not an either /or scenario but rather a winning combination.

For my Tomorrow’s Treasures Strategy, I focus solely on what I call home run picks!  I look for stocks with a strong chance of doubling in price over the next five years, ideally I want 3 years or less!

If a stock cannot realistically double within the next 3-5e years, it’s not really a growth stock. So that is why I focus so heavily on a 20%+ annual growth rate, which would enable the stock to double within the next five years.

In early July this year, our financial analysis pointed us to Ubiquiti Networks, Inc. (NASDAQ: UBNT) when it was trading at just $18.50.  To day it is over $43 a share!

Take a look at its chart:

ubnt 

 Delivering a 140% Gain in JUST 4 Short Months!  Simply Amazing!

ubnt logoUbiquiti is engaged in the business of designing, manufacturing and selling broadband wireless solutions worldwide. Its products and solutions include radios, antennas and management tools and other applications in the unlicensed radio frequency spectrum. Ubiquiti Networks, Inc. is headquartered in San Jose, California.

How did I find UBNT?

I use a 5-Point Stock Inspection:  Here is how UBNT scored in July:

Financial Strength:  Positive

Valuation:  Positive – Buy up to $20

Momentum:  Positive

Risk:  Negative

Earnings Trend:  Positive

12-month price target:      $40

So as you can see, I look at a lot of key metrics and though it scored low for risk, It was positive in every other category.  I look for 4 and 5 star stocks using this system and it has paid off.   Ubiquiti has returned 140% since we first recommended it to subscribers just 4 months ago!

Now not every pick doubles that fast, but my Tomorrow’s Treasures Strategy has found 8 stocks that have doubled in value in a short period of time.  For just $49/year, this newsletter is a steal!

Prices WILL be going up in January!  Now is the time to subscribe!

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  • 24/7 Real-Time Access to the Tomorrow’s Treasures Investment Portfolio
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