AES (AES CP INC)
page2
"...I honestly didn't believe that AES would ever make it. But they've pulled themselves together from the trainwreck that they were, and cleaned up their balance sheet.
AES has not only turned around, I think it has become a power house. They are the 'mon-back power company.
When the dollar gets weak, they can make a fortune converting their foreign currency into lots of weak dollars.
Let's take it a step further: AES is a great weak dollar play; it's also a great power plant company - it's very cheap.
Hey! Warren Buffet, listen up! I know that you're addicted to the show.
If Warren Buffet wants to make power plant acquisitions; and he thinks the dollar's going to get weaker; and he's got an eye for value - he's got a craving for saving; I think AES is the ultimate Berkshire-Hathaway takeover stock!
That's also a good enough reason to buy AES. Remember, we only speculate on takeovers where the fundamentals are improving. Lucky for you, AES is the definition of improving fundamentals!
The bottom line!: AES is in a position to sell power to BRIC! They're neck-deep in these growth markets. I think this is a $25 stock masquerading as a $17 stock. That sounds like a buy to Cramer!"
page2
"...I honestly didn't believe that AES would ever make it. But they've pulled themselves together from the trainwreck that they were, and cleaned up their balance sheet.
AES has not only turned around, I think it has become a power house. They are the 'mon-back power company.
When the dollar gets weak, they can make a fortune converting their foreign currency into lots of weak dollars.
Let's take it a step further: AES is a great weak dollar play; it's also a great power plant company - it's very cheap.
Hey! Warren Buffet, listen up! I know that you're addicted to the show.
If Warren Buffet wants to make power plant acquisitions; and he thinks the dollar's going to get weaker; and he's got an eye for value - he's got a craving for saving; I think AES is the ultimate Berkshire-Hathaway takeover stock!
That's also a good enough reason to buy AES. Remember, we only speculate on takeovers where the fundamentals are improving. Lucky for you, AES is the definition of improving fundamentals!
The bottom line!: AES is in a position to sell power to BRIC! They're neck-deep in these growth markets. I think this is a $25 stock masquerading as a $17 stock. That sounds like a buy to Cramer!"
