June 24, 2010

Stillwater Mining Company

I ran across the following in the comments section of this SA article:

"My favorite 10 bagger, is one of the world's only two primary precious metal palladium producer, SWC (the other one is PAL). From the low ($1.70 per share) at the end of 2008 to recent high ($18.48), SWC already delivered a 10 bagger in a bit over a year. I believe there is still a 10 fold to gain from current level, $13.19, to $132.00 per share, in roughly 2 or 3 years, as palladium enters a 10 year cycle of structural global supply deficit."

The best article I could find on the company is this one at Zacks. It does sound like there is some risk to the stock and future earnings (margins) is determined on the price of palladium. But, it does sound like quite an opportunity.

YUM Brands Growing Internationally

Zacks states that YUM Brands is expanding in India. In addition to their expansion in China, YUM Brands could prove to be the most prevalent fast food chain in Asia. As noted in the article, YUM has almost twice as many emerging markets as McDonald's

June 18, 2010

Maxygen

According to this article, the Fool owns shares of Maxygen. It sounds like this company is involved in producing enzymes that will speed up the process of turning plant sugar into ethanol. The only other article I could find on this company was at Seeking Alpha.

June 14, 2010

On Jack Henry and Associates

The Fool discloses in this article that they own shares of Jack Henry and Associates, a company that makes software for the banking industry. With a forward P/E of 17 and a PEG of 1.3 shares aren't exactly cheap from a valuation perspective, but then again high growth stocks rarely have ratios that make sense.

June 10, 2010

Microsoft is Worth $34.50

At least it is according to the Fool. The article is here.

June 7, 2010

The Fool Owns Shares of Nextera Energy

According to this post, the Fool owns shares of Nextera Energy.