a summary of various stock recommendations from various sources.

Wednesday, December 31, 2008

Wed Dec 31 daily stock tracking

Street - Top 5 value stocks NTT DoCoMo(DCM), ExxonMobile(XOM), Chevron(CVX), DIRECTTV Group(DTV), Burlington Northern Santa Fe(BNI). Bloggingstocks 9 Value Stocks for 2009 - American Eagle Outfitters(AEO), Anadarko Petroleum, Anglo American(AAUK), Annaly Capital Management, Diageo(DEO), EZCorp, General Electric(GE), Intuitive Surgical, Wells Fargo(WF). InvestorPlace - top 10 for 2009 Jacobs Engineering(JEC)hit a 52wk high of $100 now under $30 will benefit big from infrastructure build-up. General Electric(GE)very good price to buy this blue-chipper that was hurt by exposure to the credit markets. Chesapeake Energy(CHK)natural gas. Pulte Homes(PHM)bottom in homebuilding? Tesoro Petroleum(TSO)shares have droped over 85%. Chicago Bridge and Iron(CBI)slightly more than $5 a share. Mosaic(MOS)down 85%. Archer Daniels Midland(ADM). Transocean(RIG)wise buy for the rebound in oil. Fluor corporation(FLR)favorite of the 10 on this list. MSN Jubak's 2009 picks Deere(DE)Enbridge(ENB)ExxonMobile(XOM)Flowserve(FLS)Rayonier(RYN), second half Goldcorp(GG)Google(GOOG)HSBC(HBC)Petrobras(PBR)Thompson Creek Metals(TC). Fortune best for 2009 - Altria(MO)Annaly(NLY)Dell(DELL)Devon Energy(DVN)Diamond Offshore(DO)Fluor(FLR)(JNJ)Medco Health Solutions(MHS)Pfizer(PFE)Potash Corp(POT). CNN ten best for 2009 - (MO), Annaly(NLY)sells at $13 with forward P/E of 5 and dividend yield of 16%, (DELL),Devon Energy(DVN), Diamond Offshore(DO)at $66, barclays capital has a target of $134, trade for 6x 2009 profits that are locked in by long-term contracts, dividend 12%, Fluor(FLR), (JNJ), Medco Health Solutions(MHS), Pfizer(PFE), Potash(POT).

Tue Dec 30th daily stock tracking

Street - Cramer likes Nucor(NUC) and Caterpillar(CAT)because they are both industrials with consistent high yields. TSC upgrades - Tower Group(TWGP)insurance and services to small to mid-size businesses. Fast Money recap - Buyer of Microsoft(MSFT) and Intel(INTC)at these low prices, Exxon Mobile(XOM)should recover strong, final trades, Toyota Motor(TM),Target, play oil through Schlumberger(SLB), Siemens(SI). Under $10 stock recommendations WSP Holdings(WH)oil service company that just raised guidance, Imax(IMAX)movie theateres, Manitowoc(MTW), Ashland(ASH), Focus Media(FMCN), Dry Ships(DRYS). Zacks - Diamond Foods(DMND), Yum Brands(YUM), Green Mountain Coffee Roasters(GMCR), Noven Pharmaceuticals(NOVN). IBD - McDonalds(MCD)with 64.09 buy point. MSN 10 stocks for a Jan bounce - steel companies U.S.Steel and AK Steel, auto sector plays Exide Technologies and Goodyear Tire & Rubber, chemical companies Flotek Industries and Solutia, construction plays Shaw Group, Ingersoll-Rand, Freeport-McMoRan

Monday, December 29, 2008

Monday Dec 29th daily stock tracking

Street - Cramer sees good year for biotech Celgene(CELG) and Gilead(GILD), buying position in Unilever(UN),favorite biotech for 2009 Gildead(GILD), BioMarin Pharmaceuticals(BRMN), Amag Pharmaceuticals(AMAG). Top 5 Fast-Growth - DeVry(DV), Cubist Pharmaceuticals(CBST), Aceto(ACET), NCI Inc(NCIT), ManTech(MANT).

Week of Dec 22nd-28th daily stock tracking

Week Summary - I agree that stocks related to the rebuilding of infrastructure will do well. I think Google(GOOG) is in a good position to dominate search and will recover strongest with the economy. Lowes(LOW)will start to see more business as the housing crisis ends in mid 2009 to 2010. Energy stocks should recover along with the recovery of China, the safer names are (XOM)and(CVX),but some of the smaller coal(BTU),(ACI) and nat gas names should do better, Burlington Northern Railway(BNI)is in the best position to transport coal when Chinas demand returns. The best retail is still (WMT) and (COST).

Friday, December 26, 2008

Dec 24th daily stock tracking

Street - cramer, Wells Fargo(WFC)JPMorgan(JPM)U>S>Bancorps(USB)good financials, Wal-Mart(WMT)CVS(CVS)retailers with clean balance sheets. (WMT)big winner for next year, like (COST), (VZ and(T) will be winners, Lowe's(LOW)will pull away from (HD), cacual dining winners, Paneras(PNRA) Yum Brands(YUM) and(MCD), insurance Chubb(CB) and Travelers(TRV), also Oracle(ORCL), obvious ones Google(GOOG), (RIMM), (AAPL), Amazon(AMZN). Like General Mills(GIS) and Kroger(KR). Top 5 large-caps (MCD), Southern(SO), (GIS), Amgen(AMGN), (XOM). Fast Money - likes American Eagle(AEO), Cablevision(CVC)number 1 name for 2009. Zacks - EZCORP(EZPW)DeVry(DV)Sl Corp.(SONE)Encore Wire(WIRE). TheStockAdvisors - Top 10 undervalued stocks with divident, earnings quality rating of at least A-, long-term dividend growth, P/E ratio of 15 or less, payout ratio of 50% or less, debt of 50% or less: Philip Morris International(PMI)Colgate palmolive(CL)Altria Group(MO)Johnson&Johnson(JNJ)Procter&Gamble(PG)Nike(NKE)Coca-Cola(KO)Automatic Data Processing(ADP)Emerson Electric(EMR)Air Products&Chemicals(APD).

Dec 26th daily stock tracking

Street - Tech investors guide, Hewlett-Packard(HPQ)will emerge well from the economic crisis, security software such as (MFE) and (SYMC) may feel pressure from (MSFT) who is planning on free software in 2009. Apple(AAPL)should do well with gaining more of the cell phone market. Top 5 small-caps Aceto(ACET), American Physicians Service Group(AMPH), NCI(NCIT), PetMed Express(PETS), Emergency Medical Services(EMS). Upgrade - Thoratec(THOR) circulatory support products, Netflix(NFLX), Corinthian Colleges(COCO), FMC Corporation(FMC), Aurizon Mines(AXK). Cramer - favorite retails Bebe Stores(BEBE)trades at 16x earnings, plently of cash, and a share buyback program, Jones Apparel(JNY), American Eagle Outfitters(AEO), bull on Nucor(NUE)Consolidated Edison(ED)Walt Disney(DIS)Allscripts Healthcare(MDRX)Anadarko Petroleum(APC). Tim Melvin likes Darling International(DAR) as his favorite stock for 2009, the company processes animal by-products, trades at a single digit P/E ratio and EBITDA ratio of less than 3, also likes convertible bonds at these levels focus on Nicholas Applegate Convertible Fund(NCV) trades at a discount to (CHY) and (GCV), for infrastructure rebuild like LB Foster(FSTR), Mueller Water(MWA) also (FWLT) and (FLR). Zacks - Immucor(BLUD)Shenandoha Telecommunications(SHEN)Bio-reference Labs(BRLI)GEO Group(GEO). Fool - favorite retail stock is The Buckle(BKE)recent market decling has put it at just 9x next years expected earnings, my target price is $38

Wednesday, December 24, 2008

Dec 23rd daily stock tracking

Street - Top 5 value stocks, NTT DoCoMo(DCM)wireless telecommunation services in Japan, Exxon Mobil(XOM), Kroger(KR), Chevron(CVX), Burlington Northern Santa Fe(BNI). Stocks with high recovery potential, Tecumseh Products(TECUA)makes compressors for refigeration and air conditioning, shares are cheap at 1/3 of tangible book value, Integrated Device Technology(IDTI)semiconductors, strong balance sheet, Boston Scientific(BSX)cardiac stent market share leader, cardiac rythm products. bull - (GSK)(PEP)(PFE)(VZ)(PMI)(FLO)(CAT). Zacks - Warner Chilcott(WCRX)Techne(TECH)Fuel Systems Solutions(FSYS)NorthWestern(NWE). TheStockAdvisors.com - Intel(INTC)best of breed, down 50% from high, six-year low, 4% yield, good buy. Cemex(CMX)play on infrastructure $8.16 a share was over$30. IBD - Abbott Laboratories(ABT)

Dec 22nd daily stock tracking

Street - Plains All American Pipeline(PAA)is a big player in the transportation and storage of oil and gas, currently yeilds 10%. Top 5 fast growth - DeVry(DV), Cubist Pharmaceuticals(CBST), Aceto(ACET), NCI(NCIT), EZCorp(EZPW). Upgrades, Fidelity National(FNF)$21, Nucor(NUE)$53.Cramer - those who like a wear dollar theory, Heinz(HNZ), Schering-Plough(SGP), General Mills(GIS), McDonald's(MCD), Caterpillar(CAT), those who belive the slowdown will be long go dividend plays Pfizer(PFE), AT&T(T), Bristol-Myers(BMY), belive the stimulus will work, Black&Decker, ITT(ITT), Hewlwtt-Packard(HPQ), Ingersoll Rand(IR), Freeport-McMoRan(FCX), if you want faster growth, Apple(AAPL), Intel(INTC), Research In Motion(RIMM), Google(GOOG), for hypergrowth, Celgene(CELG), Gilead(GILD), Amgen(AMGN), Genzyme(GENZ), think housing is going to run up, JPMorgan(JPM), Band of America(BAC), Wells Fargo(WFC). At the time of this article Cramer was long JPMorgan(JPM), GoldmanSachs(GS), Black&Decker, Gilead, Celgene, (FCX), (HPQ), (MCD), General Mills, and Eaton. Cramer Mad Money Recap - Eli Lily(LLY)5.2% yield and goog pipeline to 2012, weekly injection for diabetes, strong cash position, bull on (BP), (GILD), (CPB), (YHOO), (COP), bear on (DNA), (HOG), (FTI), Applied Materials, cramer long on (BP), (GILD), (COP). Barron's Roundup - Retaliers that may survive, Sears(SHLD), Macy's(M), Amazon.com(AMZN), bullish on Microsoft(MSFT) and Nomura Holdings(NMR), latest hedge fund buys, AIG(AIG), VMware(VMW), Burlington Northern(BNI). TheStockAdvisors.com - Barrick Gold(ABX)when inflation takes off after the global recovery near the end of 2009 Gold will go up also, Barrick has the gold industry's only A-rated balance sheet. Cash is king Technology investment picks, Qualcomm(QCOM)& Adobe(ADBE)both long-term buys. Zacks - Chemed(CHE), Strayer Education(STRA), AeroVironment(AVAV), Fresh Del Monte Produce(FDP). Fool.com - likes Peabody Energy(BTU) as the best positioned coal company for Chinas economic recovery. IBD - likes Panera Bread(PNRA). Forbes Stock of the Week - Treehouse Foods(THS)private label business at $24.50 trades at 156 times this years earnings, expect 20% growth next 5 years.

Saturday, December 20, 2008

Week of Nov. 24th-30th daily stock tracking

Barron's Health-Care Stock Picks - Bard, Teva, Baxter, Express Scripts, Like Home Depot(HD)$27.50 target, cheap now, Intel(INTC)strong cash position. Zacks - Green Mountain Coffee Roasters(GMCR). TheStockAdvisors - General Electric(GE)selling at 8x earnings and yield 8%. IBD - Stericycle(SRCL)

Dec 20th daily stock tracking

The Motley Fool - Best stock for 2009 ExxonMobile(XOM), best balance sheet of all big oils. BusinessWeek - PepsiCo(PEP).
Week Summary - I like ExxonMobile(XOM)oil/gas prices will recover with supply cuts and economic recovery. Pepsi(PEP)is a strong company that has products people will continue to buy. Altria(MO)people will not stop buying cigs, best of breed. I agree that the hard hit agriculture stocks are very attracitve at these levels, will have to do more research to decide on the best one (POT), (MOS)? I like Hewlett-Packard(HPQ)as best of breed, strong company. Now may be the time to look at Home Depot(HD). Good luck!

Friday, December 19, 2008

Week of Dec 1st-7th daily stock tracking

TheStockAdvisors - Steris(STE)sterilization and decontamination equipment, recession proof industry, use 25% sell stop, Burlington Northern(BNI)favorite rail stock, target $100, PepsiCo(PEP)lowest valuation since 1990 at 13x earnings making it a buy now, 3% yield, Heinz(HNZ)P/E of just 14x next year predicted earnings historically low valuation, 4% yield, Diamond Foods(DMND)solidly growing, recession proof, 22x 2009 earnings, Terex(TRX)infrastructure play with aggressive inside buyers down 86% year to date, 52wk high was $76.25 Cramer - like Hewlett-Packard(HPQ)good numbers on last report but no real jump, Lowe's(LOW), Home Depot(HD), Sears(SHLF)interesting if you think housing is going to bottom, Macy's(M)good retail, AT&T(T), Verizon(VZ) IBD - SXC Health Solutions(SXCI)computer software-medical industry group, Steris(STE) Street - Leap Wireless(LEAP)target$43, Goldman(GS)target $137, Merk(MRK)target$31, Dyncorp(DCP) $21, Global Payments(GPN) $37, Red Hat(RHT)$16, Applied Materials(AMAT)but, Genzyme(GENZ)$75, CVS(CVS)$36, GE(GE)$20, Google(GOOG)$500, Research In Motion(RIMM)$62, good time to buy (FCX)with low copper prices and recent dividend cut, Intuit(INTU)$26, Williams-Sonoma(WSM)$10, Apollo Group(APOL)$88, Alcon(ACL) 13x forward earnings, 3.2% yield, target $105-110, Prudential(PRU)$30 Zacks - Abbott Labs(ABT)yeild of 2.75%, YUM Brands(YUM) Forbes - Stock of the week is Hologic(HOLX)it bottomed out at $10.54.

Week of Dec 8th-14th daily stock tracking

TheStockAdvisors - Intuitive Surgical(ISRG)trading at lowest valuation since 2001, trades at 23x projected 2009 earnings, no debt and cash, American Movil(AMX)down 44% last year, trades at 7.5x 2009 estimates, company generates 25-35% ROE selling a less than 50% of its growth rate, Jos A Bank(JOSB)matches the value criteria used by our Benjamin Graham stock screening model, Veolia(VE)worlds largest water utility, down to $25 a share from $100, shares trading at 2x cash flow, buy under $40, Tesoro(TSO)refinery turnaround,down to $8 from $60 a shape price of half the book value, and trading at 6x earnings, URS Corp(URS)engineering construction and technical services, Colgate(CL) Street - Oil has bottomed, buy now, Intel(INTC)upgrade $17, Google(GOOG)$400 target, Urban Outfitters(URBN)$18 target, Viacom(VIA)conviction buy list $20, Bristol-Myers Squibb(BMY)upgrade $25, Kimberly-Clark(KMB)$65, Telemig Celular(TMB)upgrade$52, Alpha Natural(ANR)$32, Hartford Financial(HIG)$21. Zacks - Monsanto(MON)recently started dividend. IBD - Green Mountain Coffee Roasters(GMCR)

Week of Dec 15th-21st daily stock tracking

IBD - Walmart(WMT) 12-16, ITT Educational Services(ESI) 12-15, Cramer - Buy Schering-Plough(SGP), Street - Best Buy(BBY)upgrade $33, Cephalon(CEPH)upgrade $82, Altria(MO)upgrade $20, Zacks - McDonalds(MCD) continues to be a strong growth and income stock

Dec 19th daily stock tracking

STREET - Top 5 Small-Caps, Aceto(ACET)support marketing and distribution for chemical companies, impressive EPS growth and solid financial position, PetMed Express(PETS)solid stock price performance, growth in income and revenue, solid financial position, American Physicians Service Group(AMPH)an insurance and financial services firm, solid financial position, ROE, EPS, and expanding profit margins, NCI(NCIT)information technology services to US government angencies, growth in revenue and net income, EPS, ROE, and solid stock price performance, Emergency Medical Services(EMS)revenue and income growth, EPS, solid financial position. Cramer's top industrial stock picks, (DE),(ITT),(PG),(IR),(ETN),FCX),(PH), top 2009 stock pick is Altria(MO)!, also more infrastructure names to look at Chicago Bridge & Iron(CBI), Jacobs Engineering(JEC), Foster Wheeler(FWLT), Shaw(SGR), Caterpillar(CAT)good yield, bottom is in for these stocks, Corning(GLW) Upgrades-Cantel Medical(CMN), Life Partners Holdings(LPHI)financial services company, BMC Software(BMC)$32, Coca-Coal Enterprises(CCE)$17, Darden Restaurants(DRI)$31. Fast Money Recap-Good opportunity to by financials like(GE), Prudential Financial(PRU), and Hartford Financial Services(HIG) on weakness, there is opportunity in the corporate bond market, attractive risk-reward, look at a high-yield fund from Vanguard, Charles Schwab, or Fidelity, like Siemens AG(SI) 97% exposed to infrastructure, Celgene(CELG), good plays on weak dollar, Priceline.com(PCLN), Joy Global(JOYG), Bucyrus International(BUCY), Cisco(CSCO) will be involved in the global infrastructure buildout, United Health(UNH) will have a good 2009.
TheStockAdvisors - Taiwan Semiconductor(TSM)best of breed stock at current price has a yeild of 6% with plently of cash to sustain, some risk in this market, Southern Peru(PCU)down 70% this year selling at just 6x earnings, yeilds 10% with plently of cash, contrarian play with commodity prices unpredictable, Bristol-Myers(BMY)favorate pharma , pays 5.8% dividend only big pharma to do so.
Zacks - Emergency Medical Services(EMS), L-3 Communications(LLL), Micro Muffler Brake(MNRO), Republic Airways(RJET).

Thursday, December 18, 2008

Dec 18th daily stock tracking

STREET - Top 5 mid caps, DeVry(DV)good EPS growth, cash flow, revenue growth, and solid financial position. New Jersey Resources(NJR)energy services company, revenue growth, stock price performance, net income growth, EPS, recently approved dividend increase to 31 cents per share. California Water Service Group(CWT)revenue and net income growth, EPS, expanding profit margins, good cash flow. Tompkins Financial(TMP)corporate parent of 3 community banks, ROE, profit margins, net income and revenue, stock price performance, stock is trading at a premium valuation. Cubist Pharmaceuticals(CBST)revenue growth, stock price performance, profit margins, net income and EPS. Fast Money Recap - like Morgan Stanley(MS), Novartis(NVS), Exxon Mobil(XOM), EOG Resources(EOG), pop in solar due to Obama infrastructure play First Solar(FSLR), Evergreen Solar(ESLR), mixed opinion on (SBUX). OPEC makes deepest production cut ever. Upgrades Blackroch(BLK), Steel Dynamics(STLD)target $18, NIKE(NKE) target $70, Penn National Gaming(PENN) target $23. Cramer - like (BUCY) and (JOYG) because I see China starting to turn around and they are the main consumers of coal, bull-PPG(PPG)chemical company, (COST), Walmart(WMT), Travelers Companies. bear-Otter Tail(OTTR),Gannett(GCI),Prudential(PRU),Apple(AAPL).
Zacks - NCI(NCIT), Bristol-Myers Squibb(BMY), Luminex(LMNX), Titan Machinery(TITN).
TheStockAdvisors - Now is time to buy gold Eldorado Gold(EGO), and Goldcorp(GG), Fred's(FRED)is a discount retailer.
Investopedia - Now is the time to start looking at Agricultural stocks for 09, Monsanto(MON)is down 43% from high, (POT) is down 70%, Mosaic(MOS) is down 80%, Lindsay(LNN) is down 70% and could be an acquisition target.
IBD - Featured stock is AeroVironment(AVAV)as the top military electronic company.

Wednesday, December 17, 2008

Dec 17th daily stock tracking

STREET - top 5 large cap-McDonald's(MCD)expanding profit margins, net income and revenue, EPS. General Mills(GIS)increased its earnings guidance for 2009. Southern(SO)good revenue and net income growth, does trade at a higher valuation than its peers. Amgen(AMGN)solid stock price performance, EPS growth, revenue growth, ROE. Procter&Gamble(PG)revenue growth, increased net income, ROE, good cash flow, EPSgrowth. Mad Money Recap - housing bottom July 2009 and is now time to buy a home or refinance, time to invest in banks again Wells Fargo(WF) and Goldman Sachs(GS), likes Treehouse Brands(THS) a private label food company at $24, bull on Gilead Sciences(GILD), Nike(NKE), Nordic American Tanker(NAT), Frontline(FRO), (JNJ), Peabody Energy(BTU), Bucyrus(BUCY), Joy Global(JOYG), (JPM), Anadarko Petroleum, (CP), (WMT), bear on Skechers(SKX), Principal Financial, Genco Shipping(GNK), (UPS), James River Coal, Tyson Foods(TSN), (CHK), Whirlpool(WHR), (WWE). Obama Factor for infrastructure helps Jacobs Engineering(JEC), AECOM(ACM), Nucor(NUE), US Steel(X), (FCX), (JOYG), (CAT), (DE), (POT), Monsanto(MOS), warming up to homebuilders (KBH),(TOL), Lennar(LEN), also (GS), (MS), (FSLR), Trinity Industries(TRN), (SGP), (JNJ). Fast Money Recap-Federal reserve's record slashing rate cut helps markets, like commodities going up Agrium(AGU), Terra Industries(TRA), Silver Wheaton(SW), Goldcorp(GG). Upgrades Centene(CNC)$22, Ralcorp(RAH)$72, Best Buy(BBY)$28.
ZACKS - Monsanto(MOM), Casey's General Stores(CASY), Almost Family(AFAM), Powell Industries(POWL).
TheStockAdvisors - ABB(ABB)power supply infrastructure giant, Fluor(FLR)global engineering firm, KBR (KBR) engineering and construction, Vasco Data(VDSI)password and data protection, (POT)is extremely undervalued target $95 next 3-5 years place a sell stop 25% below your entry price and adjust weekly at the Friday close, Aeroviroment(AVAV)develops remote control military products, Green Mountain(GMCR)Vermont based coffee roaster, Colgate-Palmolive(CL), Chevron(CVX), like gold.

Followers

Blog Archive

About Me

39 year old male with live in girlfriend, two kids