daily stock tracking

a summary of various stock recommendations from various sources.

Thursday, April 16, 2009

Wed April 15th 2009 dailystocktracking

Street - Fast Money Recap, Intel(INTC) was trading down after lowering guidance, stock is just taking a breather after going from $12 to $16, adding the stock looks interesting at $14.50, the company has set "the barometer so low" for a quarter where there's going to be "a dramatic beat." CSX(CSX), up 5% for the day, was impressive, sees the stock moving up to $32.50 to $33. Like the upward trend in copper and aluminum. The next investment opportunity is steel, in particular US Steel(X), which has fallen from $212 to $26. Final trades, Amgen (AMGN), Intel at $15, and Flowserve(FLS). Upgrades, Allegheny Energy(AYE) $40, Wendy's(WEN) $6.50, CSX(CSX) $34, Dr. Pepper(DPS) $23.

Wednesday, April 15, 2009

Tue April 14th 2009 daily stock tracking

Street - Upgrades, AK Steel(AKS) $12, Brocade(BRCD) $6, Salesforce.com(CRM) $44, Apple(AAPL) $152, Chevron(CVX) $84, Google(GOOG) $410/$430, Linear Technology(LLTC) $24, Moody's(MCO) $31, McGraw-Hill(MHP) $36, URS(URS) $43, Albemarie(ALB) $32, Gymboree(GYMB), Lam Research(LRCX) $35, Owens & Minor(OMI) $46, Aflac(AFL) $33, Express Scripts(ESRX) $75. Article, on Owens Corning(OC) for recovery in housing. Article, Motorola(MOT) $99 smartphone, with the help of Google's(GOOG) Android operating system, Motorola is focused on a segment of the market below the heavyweights, stock is up a mere 6% for the year. Mad Money Recap - Cramer said he trusts the high yielders because many of them are industrial companies, like Nucor(NUE) and Caterpillar(CAT), with long histories of paying dividends and little risk of that dividend being cut. Article, Intuitive Surgical(ISRG) rose Tuesday after a Lazard Capital Markets analyst upgraded the stock to "Buy," partly because he thinks Intuitive's robotic surgical devices will be used in more gynecological procedures, estimated the stock will rise more than 50 percent over the next year, In midday trading, the shares gained $4.46, or 3.9 percent, to $119.18. Lavin holds a price target of $180 per share on Intuitive stock, which implies a gain of about 57 percent.
TheStockAdvisors - ASA Ltd.(ASA) is a boutique investment management firm that specializes in precious metals stocks, the the long-tenured management team has delivered sparkling annual gains of 15.2% over the past decade. Double-digit discount, an experienced management team, a superior long-term track record, and an undervalued portfolio of the world's most dominant miners, I am adding ASA. ABB(ABB) a leader in energy-related technologies and utility infrastructure programs, the shares sell at a P/E of 8, with a 3.2% dividend yield, ABB infrastructure projects are not make-work, being vital to economic growth: power generation, efficiency maximization, electricity distribution. Trillions of stimulus dollars in the U.S., China, elsewhere, create opportunities for ABB which has the global reach and relationships to bid on projects everywhere.

Sunday, April 12, 2009

Friday April 3rd 2009 dailystocktracking

Street - Mad Money Recap, Celgene(CELG)is currently trading just three points off its 52-week low, down 47% from its recent highs, the company reported a worse-than-expected quarter and guided earnings estimates lower, the fundamentals haven't changed, the company still dominates the blood cancer market, and prescriptions for its premier products have been increasing and taking market share. Celgene is still a great company with excellent management, a strong balance sheet with $3.1 billion in cash, and estimated earnings growth of 20% for 2009. With shares trading at just 19 times its new estimates, Celgene is a buy. Bullish on Kinder Morgan(KMP), Cummins(CMI), Yahoo!(YHOO), Nordic American Tanker(NAT) and Chicago Bridge & Iron(CBI), Wal-Mart(WMT), Pepsi(PEP) is the winner of the cola wars trading at just 14x earnings, Sears(SHLD), Peabody Energy(BTU), Netflix(NFLX), Eldorado Gold(EGO), Visa(V), Agnico-Eagle Mines. Upgrades, Big Lots(BIG) $28, Dr.Pepper Snapper(DPS) $25, FMC Technologies(FTI) target raised to $45 from $27, IntercontinentalExchange(ICE) target raised to $90 from $60, Autodesk(ADSK) $23, Micron(MU) $5, Ashland(ASH) $17, ON Semiconductor(ONNN) $5, Reynolds(RAI) $48, Raytheon(RTN), VMWare(VMW), $29, Akami(AKAM) $25, Amazon.com(AMZN) $85, Apollo(APOL) $100, DuPont(DD) $29. Article, CEO of Las Vegas Sands(LVS) bought 23 Million worth of shares. Article, copper and semiconductors will lead recovery, iPath DJ-AIG Copper Total Return Sub-Index Exchange Traded Note(JJC), Freeport-McMoRan(FCX) and Jiangxi Copper(JIXAY); Taiwan Semiconductor(TSM), Intel(INTC) and the iShares North American Technology-Semiconductors Index Fund(IGW).
TheStockAdvisors - IBM(IBM) is a buy under $100. Encana(ECA) one of the best natural companies in the world, the number of rigs has been cut and reserves are decreasing, pays 3.8/5 yield, its 57% below its all-time high. Colgate(CG) is a great dividend payer, shares have been sold off, buy at $60.

Sat April 11th 2009 daily stock tracking

Week Summary - I like Microsoft(MSFT) at $19.50 they have a good dividend yield as you wait for the stock to recover. Kinder morgan Energy Partners(KMP) is an energy pipeline, good yield, stable business, will recover with oil prices. Cerner(CERN) is a good electronic medical records company with great earnings estimates. Nokia(NOK) could be a great turnaround story if thier new smart phones can compete with i-phone and blackberry, try for under $4. Wal-Mart(WMT) is the best retail, try to get $49-50. FPL Group(FPL) is a wind and solar energy company with good target estimates. Becton Dickinson(BDX) medical supplies, target $81-82, try for $67. Abbott Labs(ABT) $52-60 targets, try for $44. Celgene(CELG) good earnings estimates, look for $40.

Saturday, April 11, 2009

Monday april 6th 2009 dailystocktracking

Street - Top 5 fast-growth, Pegasystems(PEGA), Quality Systems(QSII), HMS Holdings(HMSY), Green Mountain Coffee Roasters(GMCR), NCI(NCIT). Upgrades, Advent Software(ADVS), Marten Transport(MRTN).
TheStockAdvisors - Celgene(CELG) sold off significantly after lowering guidance range, good opportunity to buy a "great growth story."
Forbes - Walt Disney (DIS), we believe that the current market volatility and economic weakness provide an opportunity to buy into a preeminent global brand at a temporarily depressed price. We recommend buying Disney stock up to 26.
IBD - Cerner(CERN) medical technology. AECOM Technology(ACM) Bilding-Heavy Construction.

Tue April 7th 2009 daily stock tracking

Street - Cramer, recommended a speculative stock, Siliconware Precision(SPIL) was so good it just couldn't wait. On the heels of his recommendations of Taiwan Semiconductor(TSM) and Xilinx(XLNX), Cramer said Siliconware is the new semiconductor stock that's poised to break out. Siliconware provides manufacturing, testing and packaging services for over 100 customers, including giants such as Intel(INTC) and Nvidia(NVDA), 8.5% dividend yield. Bullish on Nucor(NUE), Boston Scientific(BSX), Celgene(CELG), Terra Nitrogen(TNH), Pan American Silver(PAAS), Coach(COH) "I think this stock is too low. I want to be a buyer of Coach right here.", Cisco Systems(CSCO), "I understand the quarter is nothing to write home about, but I think this is the last bad quarter. Buy half a position at $17, half at $16 and you're in.", General Mills(GIS), Dominion Resources(D)they have a better portfolio of Obama-friendly properties.", Pan American Silver(PAAS) "I think that silver's pulled back. Buy it in stages. Upgrades, Brinker International(EAT) $18, Rackspace(RAX) $11.50, affiliated Computer services(ACS), North European Oil Royalty trust(NRT). Top 5 value; Silgan Holgings(SLGN), Family Dollar Stores(FDO), FPL Group(FPL), Church & Dwight(CHD), Elbit Systems(ESLT).
TheStockAdvisors - The safest dividends come from Annaly Mortgage Management(NLY), the real estate investment trust's entire income stream comes from U.S. government-backed securities, current leverage is under 7x, compared to 12 to 14x for most conservative banks, at the current rate, the shares yield 14.8%, but that could be reduced to half that in leaner times, and for short periods, recommend buying up to $16.25. No utility is better positioned in renewable energy than FPL Group(FPL), America’s top producer of both wind and solar power, buy FPL Group up to 55.

Wed April 8th 2009 daily stock tracking

Street - Mad Money Recap, Sprint(S) is a buy especially under $4, Research In Motion(RIMM) is trading at just 16 times earnings, bull on Abbott Labs(ABT) and Yahoo(YHOO). Mad Money Recap, like gold here and sees SPDR Gold Shares(GLD) headed back up to $90, like American Express(AXP) and Bed, Bath&Beyond(BBBY). Top 5 large-cap, Amazon.com(AMZN), FPL Group(FPL), Gilead Sciences(GILD), Wal-Mart(WMT), Apollo Group(APOL). Article, Bank Of America(BAC) will return to all-time highs, buy rating with a $14 interm price target. Article, Commodity related stocks to watch; Rio Tinto(RTP)is one of the world’s largest conglomerate commodity companies, Freeport-McMoRan Copper & Gold(FCX) freeport is one of the world’s largest copper, gold and molybdenum mining companies in terms of proven reserves and production levels, wait for a short-term pull-back under $42, Aloca(AA) is one of the world’s largest aluminum producers, Cliff Natural Resources(CLF) is the largest producer of iron ore in the U.S. Upgrades, Wynn Resorts(WYNN) $33, Cimarex Energy(XEC) $30, Apple(AAPL) $143, Kohl's(KSS) $50, Qualcomm(QCOM) $42, King Pharma(KG) $10, Micron(MU) $5, MetroPCS(PCS) $21.
TheStockAdvisors - Value in oil sector; Exxon Mobil(XOM), Lufkin Industries(LUFK) designs, engineers, manufactures, sells, installs and services oil field equipment and power transmission products for energy firms around the world, Oil States International(OIS) makes products used in deepwater oil production facilities and sub-sea pipelines, World Fuel Services Corp(INT) provides fuel and services to aircraft, petroleum distributors, and ships at more than 2,500 locations around the world. "Dividend Elite" -- stocks that have boosted their payouts for at least 35 years, favorite is Becton Dickinson(BDX) one of the rare companies where analysts have actually been increasing their 2009 earnings estimates over the last 90 days, trades at 13 times the fi scal 2009 estimate and is yielding 2%. Abbott Laboratories (ABT) is a global, broad-based health care company that develops, manufactures and markets pharmaceuticals and medical products, including nutritionals, devices and diagnostics, dividend of 3%. Kinder Morgan Energy Partners(KMP) is a pipeline transmission company with a yield of 9.4%, they are in a position to increase the prices when the world and energy recovers.
Zack's - Emergency Medical Services Corp(EMS) reported their fourth consecutive earnings surprise. Steris Corp(STE) continues to see higher forecasts from analysts.

Friday, April 10, 2009

Thursday April 9th 2009, daily stock tracking

Street - Article, Microsoft(MSFT) too cheap to pass up, down 40% from 52wk high of $32.10, clean balance sheet and $21 Billion in cash, 2.8% dividend yield. Mad Money Recap, bullish on Quanta Services(PWR), Shire Pharmaceuticals Group(SHPGY), J Crew(JCG) at $12 its a buy, Emerson Electric(EMR) at a 6% yield, and NYSE Euronext(NYX). Top 5 mid-caps, Pegasystems(PEGA), Silgan Holdings(SLGN), Quality Systems(QSII), HMS Holdings(HMSY), Sybase(SY). Article, Nokia(NOK) plans to introduce three touch-screen smartphones in the next year, to compete with Apple and Research In Motion. Fast Money, final trades, Wal-Mart(WMT), Millicom International Cellular(MICC), SPDR S&P Retail(XRT), and NetApp(NTAP). Upgrades, Brinker International(EAT), Rackspace(RAX) $11.50, RF Micro Devices(RFMD) $3, Apple(AAPL) $133, Intel(INTC) $17, Johnson Controls(JCI) $18, Myriad Genetics(MYGN) $54. Article, Three Fidelity funds to buy before recovery; Fidelity Select Chemicals Portfolio's(FSCHX), Fidelity Select Materials Portfolio (FSDPX), Fidelity Advisor Technology Fund(FATEX).

Saturday, March 28, 2009

Monday March 16th 2009 daily stock tracking

Street - Upgrades, Apache(APA) $72, Coca-Cola Enterprises(CCE) $13, Compass Minerals(CMP) $61, Edison International(EIX) $32, Goodrich(GR) $42, J.P.Morgan(JPM) $45, King Pharmaceuticals(KG), Newell Rubbermaid(NWL) $9, Union Pacific(UNP) $45, weyerhaeuser(WY) $30, Exxon Mobil(XOM) $77, Pall(PLL) $26. Cramer said he's still a believer in the Chinese recovery, and still likes the iShares China 25 Index (FXI), "trade-down" trend of consumers, likes Family Dollar (FDO), Ralcorp (RAH) and Treehouse Brands (THS). Banks stocks to consider, Cramer included Citigroup (C), Bank Of America (BAC), US Bancorp (USB), Blackstone Group (BX) and Wells Fargo (WFC). Bullish on ISIS Pharmaceuticals (ISIS), Ashland (ASH) and Cypress Semiconductor (CY).
TheStockAdvisors - Staples(SPLS) stock is down 40% from its 52-week high of $26.57, the stock’s current price level is attractive enough to warrant some nibbling in the mid-to-low teens. Netflix(NFLX) has exceptional growth prospects as it ventures into streaming movies and games over the Internet, my upside target would be $62.50.

Sat March 14th 2009 daily stock tracking

Street - Cramer, Joy Global (JOYG), I think the stock is so dirt cheap I'm going to continue to pound the table and tell people to buy it. Freeport-McMoRan (FCX). What's not to like? I still like FCX. It's almost doubled since they cut their dividend. Accenture (ACN). At $30 I think it's a terrific company. Sealed Air (SEE). I'm seeing a lot of pressure for the packaging companies. This is a well-run company, so I'll go with it. I think it's probably oversold. Waste Management (WMI). Let's buy some WMI. Their CEO has been on our show many times and he delivers value to his shareholders. Buy Wal-Mart(WMT).
Week Summary - I like Cerner(CERN) they seem to be a leader in the medical information technology, consider buying at 40. Google(GOOG) look for pullback to 320, has been bouncing off below 300. (BP) and (COP) I'd consider at 35 and 38-39. Nustar(NS) looks good, now at 46, see if it dips back near 42. Pepsi(PEP) try to get on a pullback to 51. Wal-Mart(WMT) try to get on a dip to 25. Windstream(WIN) has a great yeild at 12%, look for a dip back to 7 or 8. Consider (ED) or (D) at 36 and 30. Oil service sector such as Transocean(RIG) which has the best analyst rating with 18 strong buys, and (FMC) with 4 strong buys and a good rating. Watch Gold prices, for (AEM) and (GLD).

Friday March 13th 2009 daily stock tracking

Street - Upgrades, Devon Energy(DVN)$72, Foster Wheeler(FWLT)$23, King Pharmaceuticals(KG)$10, Palm(PALM)$12, Nike(NKE), Oracle(ORCL)$20, Staples(SPLS)$21, Skyworks(SWKS)$10, United Technologies(UTX)$47, China Fire & Security Group(CFSG), RehabCare(RHB). Fast Money - Financial stocks such as Morgan Stanley (MS), Goldman Sachs (GS) and Northern Trust (NTRS). Designated biotech hedge funds will be taking their money out of Genentech and setting their sights on other companies like Celgene(CELG), Amgen (AMGN)and Gilead(GILD). Like the refiners and drillers like Fluor(FLR) and McDermott International(MDR). Final trades Millicom International Cellular(MICC) and Transocean(RIG). Top 5 small-caps - NCI(NCIT), American Physicians Capital(ACAP), NVE(NVEC), Applied Signal Technology(APSG), Emergency Medical Services(EMS). Mad Money - Terra Nitrogen, Agnico-Eagle Mines (AEM) or Eldorado Gold (EGO), Taiwan Semiconductor (TSM) and Hewlett-Packard (HPQ).
TheStockAdvisors - Isis Pharmaceuticals(ISIS), a biotech stock involved in developing drugs for cancer, multiple sclerosis and diabetes. Isis is loaded with cash and the company expects to end 2009 with more than $550 million in cash, equal to 50% of its current market cap. Additionally, the company will aggressively grow its pipeline by adding three to five new drugs per year, and advancing the drugs currently in its pipeline. ISIS is a buy under $15. ArcelorMittal(MT) the world's largest steel maker, is one of the best-positioned to benefit from rising demand from emerging markets. The stock trades at less than five times analysts' lowered estimates for 2009 per-share earnings, management has also said its 2009 dividend would be $0.64, for an expected yield of 3.6%. Gold - Will show strength if it stays above its 65-week moving average now at $875 from 2003 to 2007. Of course, if gold reaches a record high, it would be super strong. Jumping ahead, in a bull market gold always stays higher than its prior low. This means that during weakness gold should stay above $705, last November’s low, in order to stay bullish. In a worst case, the previous low in June 2007 would be the absolute low point for a bull market to stay active, at $645. Silver - It’s now overbought for the time being. Silver had an impressive rise, but it remains below its 65-week moving average and, therefore, it’s vulnerable below $14.60. It could decline to $11.70 but it would still be firm. Once weakness is over, it will be time to buy silver again because the long-term leading indicator shows that a major low is forming. It’s now important to see if gold will form an eight year cyclical low by the summer time. But one thing is certain, be prepared to buy more gold, silver and their shares when upcoming weakness is about over. Otherwise, keep the positions you have, such as our recommended holdings in SPDR Gold Trust (GLD), iShares Comex Gold (IAU) and iShares Silver Trust (SLV).

Thursday March 12th 2009 daily stock tracking

Street - CramerTaiwan Semiconductor (TSM) is the perfect way to play the Chinese economic recovery and stimulus package. Cramer told a viewer that ConocoPhillips (COP) has a great yield and great management and he'd still be a buyer. Bull on Dominion Resources (D) and Edison International (EIX), Agnico-Eagle Mines, Eldorado Gold (EGO), Terra Nitrogen (TNH), Taiwan Semiconductor and Hewlett-Packard. Fast Money, engineering stocks in the oil sector such as Fluor(FLR), Foster Wheeler(FWLT) and McDermott(MDR), also Transocean(RIG). Fast Money’s China Plays include BHP Billiton (BHP) and Rio Tinto (RTP). There are real bargains out there, like Chesapeake Energy (CHK) and Imperial Sugar (IPSU). Fast Money’s Quality Companies include Freeport McMoRan (FCX) Intel (INTC). Exxon Mobil (XOM) plans to spend $29 billion in 2009 to keep up with demand, benefits URS Corp (URS) and McDermott (MDR). Upgrades, Hewlett-Packard(HPQ) $40, JetBlue(JBLU) $6.50, Motorola(MOT) $5, Morgan Stanley(MS) $27, Nucor(NUE) $38, Perrigo(PRGO) $28, Dick's Sporting Goods(DKS) $18, Kroger(KR) $28, Lowe's(LOW) $19, McDonalds(MCD) $64, Oracle(ORCL), Transocean(RIG) $98, United Technologies(UTX) $50, Visa(V) $62, Dish Network(DISH) $18, Steel Dynamics(STLD) $16, Advanced Auto Parts(AAP), Intuit(INTU). Article - Google (GOOG) has thrown off the gloves and will now take on the entire phone industry. Google promises to give users free calling and one-stop control over most voice and text messages.
TheStockAdvisors - Turnaround favorites in oilfield services; The market cap at Schlumberger (SLB) is well over twice the size of its next largest competitor. It sports a strong balance sheet that it can use to enhance its market share via investments in new technology and acquisitions. When the inevitable rebound in energy prices begins, Schlumberger will be a prime beneficiary. Halliburton (HAL) became a pure play oilfield services company about two years ago when it divested itself of its KBR engineering and construction unit. FMC Technologies (FMC) is known for its expertise in services and equipment used in the deepest ocean drilling, including recently setting a new record well depth of 9,365 feet in the Gulf of Mexico, the company has a strong presence in Brazil. Oceaneering International (OII) conducts the lion’s share of its activities under water. It is particularly strong in the market for remotely operated vehicles. There is a compelling risk-to-reward profile at First Trust Consumer Discretionary AlphaDex ETF (FXD). The 130-stock portfolio is filled with familiar names, many of which you might patronize on a regular basis. The list includes Barnes & Noble, Expedia, Best Buy, Amazon, GameStop, Home Depot and Disney. Four water sector plays; "Calgon Carbon (CCC) provides products and services to purify water and air. It manufactures granular activated carbon for removing organic compounds from water, air, and other liquids and gases. Aqua America (WTR) provides water and waste-water systems to nearly 3 million customers and on the move, acquiring over 100 smaller companies in recent years. Pentair Inc. (PNR). A manufacturer and distributor of fluid-handling systems and industrial products like waste-water pumps, Expanding in China, which is suffering through the worst water crisis on the planet, Trading now for less than 10 times earnings, Pentair is a great long-term play. Watts Water Technologies (WTS) is a major leader in the manufacturing of valve and flow-control products, more than 30 percent of its business now comes from Europe and China. Seaspan Corp.(SSW), the shipping stock as a speculative buy up to $11 per share.
Zacks - Bristol Myers Squibb Co(BMY) recently declared a quarterly dividend of 31 cents per share boasting an industry-leading yield of 6%.

Sunday, March 22, 2009

Wed March 11th 2009 daily stock tracking

Street - Upgrades, Dr. Pepper Snapple(DPS) $18, Duke Energy(DUK) $16, Con Edison(ED) $40, Kohl's(KSS) $40, Nucor(NUE) $38, Baidu(BIDU) $185, Hewlwtt-Packard(HPQ) $40, JetBlue(JBLU) $6.50, Motorola(MOT) $5, Morgan Stanley(MS) $27, Perrigo(PRGO) $28, Dick's Sporting Goods(DKS) $18, Kroger(KR) $28, Lowe's(LOW) $19, McDonald's(MCD) $64, Oracle(ORCL), Transocean(RIG) $98, United Technologies(UTX) $50. Possible small-cap multi-baggers of tomm, ATP Oil & Gas (ATPG) the market cap is now $115 million, with a current P/E of 1.3 and a forward P/E of 4. At the height of the oil boom, shares overshot to $50 a share; today they have undershot to $3 a share. Horsehead Holding (ZINC) is cheap by all standards of value. The company has a net cash position of more than $120 million against a market cap of $138 million. Like all things commodity-related, it's priced as if there will never again be demand for its products. But zinc is an essential component of tires, plastics, paints and pharmaceutical products. Cramer - Treehouse Brands(THS), Taiwan Semiconductor(TSM), bullish on Dominion Resources (D) and Edison International (EIX).
TheStockAdvisors - General Electric(GE) has a strong balance sheet, a strong cash position, a very diversified portfolio, and a long history of surviving crisis. GE is a big player in infrastructure, energy, aviation and medical technology - and at current prices, we'd argue that investors get a chunk of all those concentrations for practically nothing. Windstream(WIN) rural communications leader Windstream Corp's hefty yield is squarely backed by a strong business that’s proving its worth under the toughest conditions. The company stands to gain from federal spending under President Obama’s stimulus package. The upshot is one of the safest 12% yields around, along with the potential for strong appreciation as the market’s current risk premium on the share price unwinds. Buy Windstream Corp. -- which I also consider a potential takeover target -- up to 10. For those looking to trade the energy sector, we are recommending positions in Direxion 3X Energy Bull ETF (ERX) and Transocean (RIG).
InvestmentU - The best play for investing in crude oil. Brazil’s state-controlled oil company, Petrobras (NYSE), it’s a wise investment in my opinion.
Zacks - Yum! Brands (YUM) has outpaced the Dow, S&P 500 and Nasdaq over the past year. Analysts see future earnings growth for YUM, which topped the consensus estimate by an average of 5.4% over the past 4 consecutive quarters. MasTec Inc. (MTZ) reported record revenue in 2008 and expects to see gains from the economic stimulus plan. The company has surprised the last 4 quarters by an average of 17.06%.
IBD - HMS Holdings (HMSY), the company provides cost containment, revenue recovery and other services to government health care programs.


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