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Saturday, January 31, 2009

February Super Bowl Stock Picks for 2009 !

1. ( TTEK ) 2/1 23.23 a share / Target Price 30.00
Tetra Tech, Inc. is a provider of consulting, engineering, program management, construction and technical services focusing on resource management and infrastructure. The Company serves its clients by providing solutions to fundamental needs for water, environmental and alternative energy services. Its solutions span the entire life cycle of the project and include applied science, research and technology, engineering, design, construction management, construction, operations and maintenance, and information technology. During the fiscal year ended September 28, 2008 (fiscal 2008), the Company managed its business in three segments: resource management, infrastructure and communications. On October 1, 2007, the Company acquired the outstanding shares of ARD, Inc. (ARD), which provides applied research, planning, design and implementation services focused on a range of water, energy, environmental and institutional challenges. In January 2009, it acquired Haselwood Enterprises, Inc.Consulting services like Tetra Teck can allow a company to find cost cuttings far in excess of the cost of the service. Since TTEK does very well getting govenment contracts, workflow should be consistant. It's key areas of waste management, energy, construction, infrastructure, etc, all fit in very will with key priorities of the govenrment. While P/E of 21 seems like a premium, TTEK's acquisition of Haselwood Enterprises gives TTECK access to government contracts that should pay a premium. Although I would like to see better margins on a company with this high of a P/E, growth has been very consistant the last two years, and above the S&P even this year. Debt is LESS than 1X of income, cash flow is decent. As water becomes tougher to come by, this is the company to handle those issues. With timely acquisitions and the need for alternative energy looming, this company is positioned to thrive in the long term.Will benefit from wind and water projects. With the new bail out bill coming TTEK wil benifit ! so buy up share now ! Tetra Tech is perfectly positioned to exceed expectations (Like those alliterations) with the coming infrastructure boom and the water supply doom. The next US President will have to decide what amount to spend on crumbling infrastructure over the next few years!

2. ( DIS ) 2/1 20.68 a share / target price 25.00
The Walt Disney Company, together with its subsidiaries, is a global entertainment company. The business segments of the Company are Media Networks, Parks and Resorts, Studio Entertainment, and Consumer Products. The Media Networks segment consists of domestic broadcast television network, television production and distribution operations, domestic television stations, cable networks, domestic broadcast radio networks and stations, and Internet and mobile operations. The Studio Entertainment segment produces and acquires live-action and animated motion pictures, direct-to-video programming, musical recordings and live stage plays. The Consumer Products segment engages with licensees, manufacturers, publishers and retailers globally to design, develop, publish, promote and sell a range of products based on Disney characters.Long term a great stock to have. I would pick it up closer to <20>
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