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Sunday, December 13, 2009

Let's Preview a few of our Top 2010 Stock Picks ( Best Buy - BBY - Marriott - Mar - First Solar - FLSR )







1.BBY 44.34

Best Buy Co., Inc. (Best Buy) is a specialty retailer of consumer electronics, home office products, entertainment software, appliances and related services. The Company operates retail stores and Web sites under the brand names Best Buy (BestBuy.com, BestBuy.ca, BestBuy.com.cn, espanol.BestBuy.com and BestBuyMobile.com), The Carphone Warehouse (Carphone Warehouse.com), Five Star (Five-Star.cn), Future Shop (FutureShop.ca), Geek Squad (GeekSquad.com and GeekSquad.ca), Magnolia Audio Video (MagnoliaAV.com). It operates through two business segments: Domestic and International. The Domestic segment consists of the store, call center and online operations in all states, districts and territories of the United States operating under the brand names Best Buy, Best Buy Mobile, Geek Squad, Magnolia Audio Video and Speakeasy. The International segment is comprised all Canada store, call center and online operations, under the brand names Best Buy, Best Buy Mobile, Future Shop and Geek Squad.No real competition , when things get better in 2010 , American people will start to upgrade there computers,TV's,stoves,cell phones, stereos and more......Cramer Recommendation, to play the tech buying Christmas season buying. He expects them to come out with some great earnings on Dec 15th. good growth, nice P/E.With businesses like Circuit City and Twitter out of the picture, Best Buy will see a massive increase in customers and sales from last year. This year for Black Friday it is estimated that Best Buy will receive a 40% increase in traffic. Everybody might be saying Walmart will drive out the competition, but with the economy turning around there is going to be something more customers are going to be looking for besides low prices, and that's product knowledge. Walmart is just now entering the picture with their electronics department, while Best Buy has been devoted to product knowledge for years, and not to mention amazing customer service. This is a long term play , more to come when i announce all my 2010 stock picks and target price also !.



2. MAR - Marriott 27.08

Marriott International, Inc. is a worldwide operator and franchiser of hotels and related lodging facilities. The Company’s operations are grouped into the five business segments: North American Full-Service Lodging, North American Limited-Service Lodging, International Lodging, Luxury Lodging and Timeshare. It develops, operates and franchises hotels and corporate housing properties under 14 separate brand names, and it develops, operates and markets timeshare, fractional ownership and residential properties under four separate brand names. The Company also provides services to home/condominium owner associations for projects associated with one of its brands. global leader.Increasing relative price strength. have known this company for over 20 years and they are still a "rock solid" performer. If you looking for a long term hold or a "peak and valley" income magnet then pick up this stock at 25.00 now and sell later...

3.First Solar, Inc ( FSLR ) 133.10

First Solar, Inc. designs and manufactures solar modules using a thin film semiconductor technology. The Company’s solar modules employ a thin layer of cadmium telluride semiconductor material to convert sunlight into electricity. Each solar module is approximately 2 feet by 4 feet (60 centimeters by 120 centimeters) and had an average rated power of approximately 73 watts, during the fiscal year ended December 27, 2008. Its solar module is a single-junction polycrystalline thin film structure that uses cadmium telluride as the absorption layer and cadmium sulfide as the window layer. The Company’s solar power systems and project development business provides a variety of integrated services to its customers as part of a system solution delivery. These services include solar power system design, procurement of permits and balance of system components, construction management, monitoring and maintenance.FSLR's margins decreased in the last quarter due to discounts given during the recession, but 120 is about as cheap as this company will be for a while. While new, more cost-effective designs could rock the solar industry at any time, FSLR is the company rocking this industry and their PE is only 17 (I say only compared to other tech stocks). Their thin film cells are cheaper than any other solar panel out there. They win oodles of contracts, including in China where they compete against homegrown like STP and YGE. A Buffett moat separates FSLR from its competition in an industry that will outperform the market as a whole for the next few years. Excellent fundamentals -- Copenhagen conference appears to be catalyzing at this time. Long-term play as well as cheaper dollar gives lowest production cost per watt .Beaten down still great business potential. Lot´s of cash, dominant market position, little debt. strong track record. Looking for a surprise in 2010 results.Great patents on their thin, light weight panels. A leader in this area.


This is only a sample of our new 2010 stock picks more to come & price targets will be announced end of December 2009. We will post 12 new stock picks to buy in 2010 ! Your Thoughts ?
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