a summary of various stock recommendations from various sources.

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).

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