Street - Upgrades Boston Scientific(BSX) $11 target, KLA-Tencor(KLAC) $24 target, Teradyne(TER) $6 target, Terra Industries(TRA).
Week Summary - Allright.... 1)Oil is going to re-bound, right? Transocean(RIG) is the biggest off shore driller with years worth of locked in contracts. ConocoPhillips(COP) is a major oil company now at a low price. Diamond Offshore(DO) and Petrobras(PBR) I also like. 2)Coal will rebound also, Peabody Energy(BTU) is the largest producer, 10%, of power coal for the U.S. Alpha Natural Resources(ANR) is the nations largest supplier of metallergic coal, and the largest exporter, used for making steel. 3)Medical stuff is good, Abbot Labs(ABT) is a big pharma and medical equipment company, Resmed(RMD) makes sleep disorder equipment, Amedisys(AMED) is a home health care company, and Biogen(BIIB) is a biotech. 4)Gold is good, Gold Shares(GLD)SPDR invests directly in the gold, (GDX) is a gold mineing ETF. 5) I like Coca-Cola(KO) at $42 a share, its yield is 3.6%, with a price target range of $49-$55. Waste Management(WMI) is by far the biggest name in the trash and recycling business, (SRCL), (CLH), and (ECOL) are more specialized.
Saturday, January 31, 2009
Friday, January 30, 2009
Friday, Jan 30th 2009 dailystocktracking
Street - Cramer is getting more optimistic because, there is buying in the technology sector, crude oil prices are rising, consolidation in the pharmaceutical sector, and bullish price action in (GS) and (MS). Fast Money noticed bullish options activity in Netflix(NFLX) and Market Vectors Gold Miners ETF(GDX). Upgrades - Biogen Idec(BIIB), Check Point Software Technologies(CHKP), Sempre Energy(SRE).
TheStockAdvisors - Waste Management(WMI) large competitive advantage with 45% and pricing power, plan to increase dividend in 2009, stock repurchase plan, and make acquisitions.
TheStockAdvisors - Waste Management(WMI) large competitive advantage with 45% and pricing power, plan to increase dividend in 2009, stock repurchase plan, and make acquisitions.
Thurs Jan 29th 2009 dailystocktracking
Street - Fast Money, starting to see a bottom in copper and crude oil, also the baltic dry index has moved up sharply. Like Hess(HES), Petrobras(PBR), Juniper(JNPR), Cisco(CSCO), Palm(PALM), Research in Motion(RIMM), Google(GOOG), and Netflix(NFLX), also like Verizon(VZ), AT&T(T), HP(HPQ), and gold like SPDR Gold Shares(GLD), Barrick Gold(ABX), Agnico Eagle Mines(AEM), and Randgold Resources(GOLD), final trades are Gilead(GILD) and MercadoLibre(MELI). Top 5 mid-caps - DeVry(DV), Landauer(LDR) which offers personnel radiation monitoring, ManTech International(MANT) provides technologies for national security problems, gentiva Health Services(GTIV) provides home health services, New Jersey Resources(NJR). Upgrades - Chubb(CB)$55, MSC Industrial(MSM)$44, HealthSpring(HS), ITT(ITT), Pyramid Oil(PDO). Cramer - Buy CononoPhillips(COP) under $50 a share, 7.8% dividend yield, Bull on (WMT), (UPS), (JPM), (WF), and recession proof names like (KFT), (K), (KO), (PEP), (CL), (KMB), (MO), (BMY).
Zacks - Thorates(THOR) and Archer Daniels Midland(ADM).
Investment U - article on TEPPCO Partners(TPP) is an energy pipeline and transport company, not tied to the price of oil, conservative management, insider buying, plenty of cash, current 11% yield.
Investopedia - Abbott Labs(ABT) a new health-care leader, great pipeline, strong sales.
TheStockAdvisors - Barnes & Noble(BKS) is selling at just 9x earnings, plus its yielding 5.6% at these levels, recommend buying at market and placing a protective stop at $14.50, the CEO bought $50 million worth of his companys shares last year at $27-$29.50, now its discounted.
Zacks - Thorates(THOR) and Archer Daniels Midland(ADM).
Investment U - article on TEPPCO Partners(TPP) is an energy pipeline and transport company, not tied to the price of oil, conservative management, insider buying, plenty of cash, current 11% yield.
Investopedia - Abbott Labs(ABT) a new health-care leader, great pipeline, strong sales.
TheStockAdvisors - Barnes & Noble(BKS) is selling at just 9x earnings, plus its yielding 5.6% at these levels, recommend buying at market and placing a protective stop at $14.50, the CEO bought $50 million worth of his companys shares last year at $27-$29.50, now its discounted.
Thursday, January 29, 2009
Wed Jan 28th, 2009 dailystocktracking
Street - Top 5 large-caps, McDonald's(MCD), Gilead Sciences(GILD), Southern(SO), Abbot Laboratories(ABT), and Apollo Group(APOL). Upgrades - Aflac(AFL) $48, Best Buy(BBY) $35, Dish Network(DISH) $15, Diamond Offshore(DO) $72, Microchip Technology(MCHP) $22, Weatherford International(WFT) $15. Mad Money Recap - There are only two banks worth owning JPMorgan Chase(JPM) and Wells Fargo(WF). Interview with CEO of McCormick(MKC) the spice maker, its 10 points off its high, at 13.7 times earnings. Interview with CEO of Nucor(NUE), don't chase after its big run up this week, but this is the one steel stock to own. Bull on Goldman Sachs(GS), Research in motion(RIMM), Apple(AAPL), and Caterpillar(CAT).
TheStockAdvisors - Transocean(RIG) is the world's biggest offshore driller, the shares plunged 67% in 2008, but they have high rig lease rates under long-term contracts, now trading at only 3.5x estimated 2009 earnings. Transocean estimates that most clients can drill profitability at $60 a barrel oil price.
TheStockAdvisors - Transocean(RIG) is the world's biggest offshore driller, the shares plunged 67% in 2008, but they have high rig lease rates under long-term contracts, now trading at only 3.5x estimated 2009 earnings. Transocean estimates that most clients can drill profitability at $60 a barrel oil price.
Wednesday, January 28, 2009
Tue Jan 27th 2009 dailystocktracking
Street - Top 5 all-around-value, NTT DoCoMo(DCM) Japan wireless telecommunications services, Exxon Mobil(XOM), The DirecTV Group(DTV), Chevron(CVX), and Procter & Gamble(PG). Fast Money likes Home Depot(HD), Google(GOOG), SPDR S&P Biotech ETC(XBI), Companhia Vale Do Rio Doce(RIO), Freeport McMoRan(FCX), Bristol-Myer(BMI), Northfolk Southern(NSC), Juniper Networks(JNPR) and Cisco(CSCO) will benefit from the 3G network buildout, Claymore Global Water ETF(CGW), Apple(AAPL), Netflix(NFLX), its a great place to buy oil, and Gold. Upgrades - Biogen Idec(BII) target $61, McDonald's(MCD) target $68, AGL Resources(ATG), IHS(IHS), Pinnacle West Capital(PNW), ResMed(RMD). Cramer - Good earnings reports from US Steel(X), Nucor(NUE), Peabody Energy(BTU), and Freeport McMoran(FCX). He says to cash out profits on Gold as there is no signs of inflation yet, but he would consider Agnico-Eagle Mines(AEM)under $44
Obama solar stocks -
First Solar (FSLR): market cap of $11.55 billion, closed on Monday at $139.05.
SunPower (SPWRA): market cap of $2.66 billion, closed at $28.80.
Energy Conversion Devices (ENER): market cap of $1.15 billion, closed of $24.79
GT Solar (SOLR): market cap of $528.59 million, closed at $3.86
JA Solar Holdings (JASO): market cap of $449.96 million, current share price of $2.46
Monolithic Power Systems (MPWR): market cap of $419.71 million, closed at $12.47.
Evergreen Solar (ESLR): market cap of $375.90 million, closed at $2.12
Solarfun Power Holdings (SOLF): market cap of $260.03 million, closed at $4.91.
Canadian Solar (CSIQ): market cap of $193.50 million, closed at $5.21.
Trina Solar (TSL): market cap of $198.79 million, closed at $7.47.
Ascent Solar Technologies (ASTI): market cap of $71.82 million, closed at $3.36.
Gilead(GILD) roasted Fourth-quarter targets, finally a good earnings report for a stock in my beated down portfolio!!!. Bullish article on Coca-Cola(KO) at a $42 dollar entry point.
Investment U - invest in the booming real estate market, CMG Realty(CGMRX), Third Avenue Real Estate Value(TAREX), Fidelity International Real Estate(FIREX), others to consider long term are Avalon Bay Communities(AVB), Essex Property Trust(ESS), and Camden Property Trust(CPT). these funds are buying up distressed real estate and renting out for a profit.
TheStockAdvisors - URS Corp(URS) is one of the best engineering and construction firms.
Zacks - Yum! Brands(YUM), and Amedisys(AMED) have good out-looks for 2009.
Obama solar stocks -
First Solar (FSLR): market cap of $11.55 billion, closed on Monday at $139.05.
SunPower (SPWRA): market cap of $2.66 billion, closed at $28.80.
Energy Conversion Devices (ENER): market cap of $1.15 billion, closed of $24.79
GT Solar (SOLR): market cap of $528.59 million, closed at $3.86
JA Solar Holdings (JASO): market cap of $449.96 million, current share price of $2.46
Monolithic Power Systems (MPWR): market cap of $419.71 million, closed at $12.47.
Evergreen Solar (ESLR): market cap of $375.90 million, closed at $2.12
Solarfun Power Holdings (SOLF): market cap of $260.03 million, closed at $4.91.
Canadian Solar (CSIQ): market cap of $193.50 million, closed at $5.21.
Trina Solar (TSL): market cap of $198.79 million, closed at $7.47.
Ascent Solar Technologies (ASTI): market cap of $71.82 million, closed at $3.36.
Gilead(GILD) roasted Fourth-quarter targets, finally a good earnings report for a stock in my beated down portfolio!!!. Bullish article on Coca-Cola(KO) at a $42 dollar entry point.
Investment U - invest in the booming real estate market, CMG Realty(CGMRX), Third Avenue Real Estate Value(TAREX), Fidelity International Real Estate(FIREX), others to consider long term are Avalon Bay Communities(AVB), Essex Property Trust(ESS), and Camden Property Trust(CPT). these funds are buying up distressed real estate and renting out for a profit.
TheStockAdvisors - URS Corp(URS) is one of the best engineering and construction firms.
Zacks - Yum! Brands(YUM), and Amedisys(AMED) have good out-looks for 2009.
Monday Jan 26th, 2009 daily stock tracking
Street - Upgrades - Buckeye Partners(BPL) engages in the transportation and storage of refined petroleum products, CenterPoint Energy(CNP) public utility, NetScout Systems(NTCT) network performance management systems, Plains All American Pipeline(PAA) transportation of petroleum products, Coventry Health(CVH) target $21, Lennar(LEN), Petsmart(PETM) target $22, St. Jude Medical(STJ) target $36. Bullish talk about Caterpillar(CAT), Home Depot(HD), and U.S. Oil(USO) inspite of recent trouble. Energy and commodity names that look compelling, Alpha Natural Resources(ANR), Hess Corporation(HES), Gold Fields(GFI), Pan American Silver(PAAS). Bull on Hasbro(HAS), Mattel(MAT), and Terra Nitrogen(TNH).
TheStockAdvisors - AeroVironment(AVAV) is a green company involved in electric vehicles, wind turbines, and unmanned air vehicles used by the military. Medifast(MED) weight and disease management products.
Forbes - stock of the week is a small biotech company Akorn Inc(AKRX), it trades at under $2 a share, they make generic eye care products and vaccines.
TheStockAdvisors - AeroVironment(AVAV) is a green company involved in electric vehicles, wind turbines, and unmanned air vehicles used by the military. Medifast(MED) weight and disease management products.
Forbes - stock of the week is a small biotech company Akorn Inc(AKRX), it trades at under $2 a share, they make generic eye care products and vaccines.
Sat Jan 24th, 2009 daily stock tracking
TheStockAdvisors - Four top infrastructure stocks, Jacobs Engineering(JEC) serves the chemical, pharmaceutical, building/infrastructure, and oil and gas industries, has little debt and lare cash flows. Fluor(FLR) no company is better positioned to take on large, expensive, and complex projects. Layne Christensen(LAYN) is a smaller company that has a leading position in water infrastructure, and has abundant cash flow. KBR(KBR) is involved in defense contracting and liquefied natural gas.
Week Summary - Education stocks are doing well with all the layoffs people are going back to school. I like Apollo(APOL), DeVry(DV), and Corinthian College(COCO). Health care is the most attractive sector, Gilead Sciences(GILD) is a good biotech. Two good infrastructure ETF's are PowerShares Emerging Markets Infrastructure(PXR), and (FXI) is a good China specific, I have also recommended several others that target U.S. stocks. Electronic medical records should be strong going forward, Quality Systems(QSII), Cerner(CERN), and Express Scripts are worth looking at. Obama alternative energy plays include First Solar(FSLR), Ormat Technologies(ORA), and Vesta Wind Systems(VWSFY) among others. Gold and Oil should continue to increase especially when inflation eventually takes hold.
Week Summary - Education stocks are doing well with all the layoffs people are going back to school. I like Apollo(APOL), DeVry(DV), and Corinthian College(COCO). Health care is the most attractive sector, Gilead Sciences(GILD) is a good biotech. Two good infrastructure ETF's are PowerShares Emerging Markets Infrastructure(PXR), and (FXI) is a good China specific, I have also recommended several others that target U.S. stocks. Electronic medical records should be strong going forward, Quality Systems(QSII), Cerner(CERN), and Express Scripts are worth looking at. Obama alternative energy plays include First Solar(FSLR), Ormat Technologies(ORA), and Vesta Wind Systems(VWSFY) among others. Gold and Oil should continue to increase especially when inflation eventually takes hold.
Tuesday, January 27, 2009
Fri Jan 23rd, 2009 daily stock tracking
Street - (FXI) is a good way to play China via an ETF, top 25 companies in China. Top 5 small-caps - American Physicians Service Group(AMPH), Aceto(ACET), NCI(NCIT), Emergency Medical Services(EMS), AAON(AAON). Upgrades - Illumina(ILMN) $42, Merck(MRK) $30, Exco Resources(XCO) $12, ITT Educational(ESI) $145, Google(GOOG) $460. Cramer - likes Google(GOOG), Apple(AAPL), and Verizon(VZ). Bull on Research In Motion(RIMM), ConAgra Foods(CAG), Walt Disney(DIS).
TheStockAdvisors - Beckton Dickinson(BDX)P/E is at 15, ROE is 24%, very little debt, the recent decline has provided a value entry point for a growth stock.
Zacks - Apollo Group(APOL) agressive growth, DeVry(DV) bullish earnings forecasts, American Capital Agency(AGNC), Inverness Medical Innovations(IMA) is cheap with a PEG of only .44.
Fool - Urban Outfitters(URBN) has been beated down with the rest of the retail sector, but has good business fundamentals. At $15 a share, off its $38 high, it has a P/E ratio of only 12, and analysts expect a 20% growth over the next 5 years. Other beaten down stocks that are good are Apple(AAPL) and Netflix(NFLX).
IBD - AECOM Technologies(ACM) provides management and design services for construction projects.
TheStockAdvisors - Beckton Dickinson(BDX)P/E is at 15, ROE is 24%, very little debt, the recent decline has provided a value entry point for a growth stock.
Zacks - Apollo Group(APOL) agressive growth, DeVry(DV) bullish earnings forecasts, American Capital Agency(AGNC), Inverness Medical Innovations(IMA) is cheap with a PEG of only .44.
Fool - Urban Outfitters(URBN) has been beated down with the rest of the retail sector, but has good business fundamentals. At $15 a share, off its $38 high, it has a P/E ratio of only 12, and analysts expect a 20% growth over the next 5 years. Other beaten down stocks that are good are Apple(AAPL) and Netflix(NFLX).
IBD - AECOM Technologies(ACM) provides management and design services for construction projects.
Friday, January 23, 2009
Thur Jan 22nd 2009 daily stock tracking
Street - Upgrades, Advance Auto Parts(AAP)$39, Hershey(HSY), Northern Trust(NTRS)$62, Automatic Data Processing(ADP), L.S. Starrett(SCX).
Top Insider Buys
Company Name (Ticker) Filer Name Title(s) Shares
Bought Dollar Value
J P Morgan Chase & (JPM) Dimon James CB,CEO,DIR 500,000 $11,464,600
Regen Biologics (RGBO) Mcneil Robert G DIR,BO 1,142,857 $4,000,000
Southern Copper (PCU) Grupo Mexico Sab De Cv BO 200,000 $3,060,000
Bank Of America (BAC) Lewis Kenneth D Lewis Kenneth D CB,CEO,
PR,DIR 200,000 $1,198,966
Bank Of America (BAC) Tillman Robert L DIR 200,000 $1,154,500
Regen Biologics (RGBO) Ivy Healthcare Capital II L P BO 285,715 $1,000,003
Bank Of America (BAC) Sloan Jr O Temple DIR 61,500 $367,505
National Coal (NCOC) Geologic Resource Partners LLC BO 187,290 $196,655
Bank Of America (BAC) Collins John T DIR 31,600 $184,784
Bank Of America Corp De (BAC) Barnet William III DIR 30,000 $172,500
Other insider buys are, DirecTV Group(DTV) $33 price target, KBR(KBR) target $30, and Financial Federal(FIF).
TheStockAdvisors - Obama energy and infrastructure big winners will be, Owens Corning(OC), General Electric(GE), Johnson Controls(JCI), First Solar(FSLR), Ormat Technologies(ORA), Vesta Wind Systems(VWSFY), and ABB Ltd(ABB). We believe Intel(INTC) is oversold, they are the leader in computer chips, 80% of their business is overseas, they have plently of cash so 4% yield is safe, buy aggressively in the $12-13 range.
24/7 Investor - Believes oil will continue in an upward trend, and gold will go up once inflation starts.
Fool - 10 top dividend paying stocks.
Company
Dividend Yield
5-Year Trailing Dividend Growth Rate
Levered Free Cash Flow Payout Ratio
Procter & Gamble (NYSE: PG)
2.8%
11%
51%
Microsoft (Nasdaq: MSFT)
2.8%
21%
31%
Johnson & Johnson (NYSE: JNJ)
3.2%
14%
57%
Lockheed Martin (NYSE: LMT)
2.9%
23%
24%
Chevron (NYSE: CVX)
3.8%
12%
32%
Company
Pfizer (NYSE: PFE)
7.4%
81%
Paychex
5%
86%
Altria (NYSE: MO)
7.5%
49%
Avery Dennison
5.8%
40%
MeadWestvaco
8.5%
29%
Source: Capital IQ, a division of Standard and Poor's.
Seven dividend winners -
Seven that Money Magazine looked at include 3M (NYSE: MMM), Johnson & Johnson (NYSE: JNJ), PepsiCo (NYSE: PEP), Emerson Electric (NYSE: EMR), Nucor (NYSE: NUE), Dover (NYSE: DOV) and Clorox (NYSE: CLX).
Top Insider Buys
Company Name (Ticker) Filer Name Title(s) Shares
Bought Dollar Value
J P Morgan Chase & (JPM) Dimon James CB,CEO,DIR 500,000 $11,464,600
Regen Biologics (RGBO) Mcneil Robert G DIR,BO 1,142,857 $4,000,000
Southern Copper (PCU) Grupo Mexico Sab De Cv BO 200,000 $3,060,000
Bank Of America (BAC) Lewis Kenneth D Lewis Kenneth D CB,CEO,
PR,DIR 200,000 $1,198,966
Bank Of America (BAC) Tillman Robert L DIR 200,000 $1,154,500
Regen Biologics (RGBO) Ivy Healthcare Capital II L P BO 285,715 $1,000,003
Bank Of America (BAC) Sloan Jr O Temple DIR 61,500 $367,505
National Coal (NCOC) Geologic Resource Partners LLC BO 187,290 $196,655
Bank Of America (BAC) Collins John T DIR 31,600 $184,784
Bank Of America Corp De (BAC) Barnet William III DIR 30,000 $172,500
Other insider buys are, DirecTV Group(DTV) $33 price target, KBR(KBR) target $30, and Financial Federal(FIF).
TheStockAdvisors - Obama energy and infrastructure big winners will be, Owens Corning(OC), General Electric(GE), Johnson Controls(JCI), First Solar(FSLR), Ormat Technologies(ORA), Vesta Wind Systems(VWSFY), and ABB Ltd(ABB). We believe Intel(INTC) is oversold, they are the leader in computer chips, 80% of their business is overseas, they have plently of cash so 4% yield is safe, buy aggressively in the $12-13 range.
24/7 Investor - Believes oil will continue in an upward trend, and gold will go up once inflation starts.
Fool - 10 top dividend paying stocks.
Company
Dividend Yield
5-Year Trailing Dividend Growth Rate
Levered Free Cash Flow Payout Ratio
Procter & Gamble (NYSE: PG)
2.8%
11%
51%
Microsoft (Nasdaq: MSFT)
2.8%
21%
31%
Johnson & Johnson (NYSE: JNJ)
3.2%
14%
57%
Lockheed Martin (NYSE: LMT)
2.9%
23%
24%
Chevron (NYSE: CVX)
3.8%
12%
32%
Company
Pfizer (NYSE: PFE)
7.4%
81%
Paychex
5%
86%
Altria (NYSE: MO)
7.5%
49%
Avery Dennison
5.8%
40%
MeadWestvaco
8.5%
29%
Source: Capital IQ, a division of Standard and Poor's.
Seven dividend winners -
Seven that Money Magazine looked at include 3M (NYSE: MMM), Johnson & Johnson (NYSE: JNJ), PepsiCo (NYSE: PEP), Emerson Electric (NYSE: EMR), Nucor (NYSE: NUE), Dover (NYSE: DOV) and Clorox (NYSE: CLX).
Thursday, January 22, 2009
Wed Jan 21st 2009 daily stock tracking
Street - Top 5 large-cap, McDonald's(MCD), Gilead Sciences(GILD), Southern(SO), Apollo Group(APOL), Medco Health Solutions(MHS). Upgrades - First Solar(FSLR) $190-210, IBM(IBM) $97, Johnson&Johnson(JNJ) $64, AmerisourceBergen(ABC), CNX Gas(CXG). Cramer reiterated his Dow picks, Verizon(VZ), Caterpillar(CAT), Home Depot(HD), Hewlett-Packard(HPQ), and (JNJ). Top 5 mid-caps, DeVry(DV), Landauer(LDR), California Water Service Group(CWT), Gentiva Health Services(GTIV), New Jersey Resources(NJR).
TheStockAdvisors - medical records, Quality Systems(QSII) and Cerner(CERN) are strong buys. Electronic Arts(EA) has taken a hit in the recession buy is a buy under $20 and a strong buy under $16. Stryker(SYK) is a bargain at 15.1x next year EPS, and we have set a "minimum sell price" of $95.46 within two or three years.
IBD - Bull article on for-profit schools like DeVry(DV), also Green Mountain Coffee Roasters(GMCR)
TheStockAdvisors - medical records, Quality Systems(QSII) and Cerner(CERN) are strong buys. Electronic Arts(EA) has taken a hit in the recession buy is a buy under $20 and a strong buy under $16. Stryker(SYK) is a bargain at 15.1x next year EPS, and we have set a "minimum sell price" of $95.46 within two or three years.
IBD - Bull article on for-profit schools like DeVry(DV), also Green Mountain Coffee Roasters(GMCR)
Tue Jan 20th 2009 daily stock tracking
Street - Education stocks are doing well due to increasing unemployment and Obama's stimulus plan to help with loans for education. Apollo Group(APOL), Career Education(CECO), Corinthian Colleges(COCO), Strayer Education(STRA), Grand Canyon Education(LOPE), DeVry(DV), Capella Education(CPLA). These stocks may start to go down once the economy starts to recover. Dividend increasers, CVS Caremark(CVS) yield of 1.1%, P/E of 13, PEG ratio .85, and Family Dollar Stores(FDO) yield is now 1.9%, the P/E and PEG are a little higher than competitors' average. Others mentioned include Corning(GLW) yield of 2.1%, Halliburton(HAL) yield of 2%. Health care stocks are the most attractive sector in the market, especially biotechnology, health care equipment and life science tools and services. Recommends Alkermes(ALKS), EnteroMedics(ETRM), Volcano(VOLC), Emergent Biosolutions(EBS), Gilead Sciences(GILD). Cramer - Likes Wells Fargo(WFC) even though bank stocks have been getting killed, bull on Paychex(PAYX) and National Grid. Upgrades - Motorola(MOT) $7, Research in Motion(RIMM) $75, Wendy's/Arby's(WEN) $7.
Fool - Alternative energy nuclear power, General Electric(GE), ABB(ABB), Entergy(ETR), Exelon(EXC).
Forbes - Stock of the week, Sequenom Inc.(SQNM) is a biotech company that specializes in genetics and molecular diagnostics.
TheStockAdvisors - Benefit from Obama's rebuilding plan, US Steel Corp(X) and Alcoa(AA), PowerShares Emerging Markets Infrastructure(PXR) is a good ETF pick for world growth.
Fool - Alternative energy nuclear power, General Electric(GE), ABB(ABB), Entergy(ETR), Exelon(EXC).
Forbes - Stock of the week, Sequenom Inc.(SQNM) is a biotech company that specializes in genetics and molecular diagnostics.
TheStockAdvisors - Benefit from Obama's rebuilding plan, US Steel Corp(X) and Alcoa(AA), PowerShares Emerging Markets Infrastructure(PXR) is a good ETF pick for world growth.
Monday Feb 19th 2009 daily stock tracking
Holiday Today!!!
Zacks - HealthSouth(HLS), Comfort Systems USA(FIX), Treehouse Foods(THS), World Fuel Services(INT).
Zacks - HealthSouth(HLS), Comfort Systems USA(FIX), Treehouse Foods(THS), World Fuel Services(INT).
Saturday, January 17, 2009
Sat Jan 17th, 2009 daily stock tracking
Blogging Stocks - Fifteen ETF Picks for 2009 from various newsletter advisors - S&P China SPDR(GXC), iShares MSCI Emerging Markets(EEM), Wisdom Tree Emerging Market Small Cap(DGS), Wisdom Tree International Small Cap Dividend(DLS), Consumer Staples ETF(XLP), PowerShares Value Line Industry Rotation ETF(PYH), PowerSharesDB Crude(DXO), ProShares Ultra Oil & Gas(DIG), SPDR Gold Trust(GLD) this is the most popular choice in this year's survey, PowerShares DB Gold Double Long(DGP), Market Vectors Gold Miners(GDX), ProShares Ultra Gold(UGL), ProShares Trust Short Financials(SEF), ProShares UltraShort Financials(SKF).
Street - Fast Money likes United States Oil(USO), Freeport McMoRan(FCE), Intel(INTC), Microsoft(MSFT), Johnson & Johnson(JNJ), Google(GOOG), ConocoPhillips(COP).
Week Summary - This week was all about the anticipation of Obama's stimulus plan. There are dozens of stocks that could benefit from the infrastructure build-up, an ETF like (FLM) or (IGF) is probably the easiest way to go without doing extensive research on each company. Health care stands to benefit also, with (GILD) and (CELG) being the most popular choices for biotech. I also like the generic drug stocks like (TEVA), and electronic medical records like (MDRX). As far as alternative energy goes an ETF is also easier here. There is continued pessimism about retail and banks, I would just stay away for now, even shorting the sector is risky because the government could pump in more money to the banks at any time elevating the stocks. China sounds good to me, there are several good ETF's to pick from, (FXI), (GXC). Other individual stocks to look at, (MCD), (AAPL), (DV), (XOM), (CVX), and Gold (GLD) and (GDX).
Street - Fast Money likes United States Oil(USO), Freeport McMoRan(FCE), Intel(INTC), Microsoft(MSFT), Johnson & Johnson(JNJ), Google(GOOG), ConocoPhillips(COP).
Week Summary - This week was all about the anticipation of Obama's stimulus plan. There are dozens of stocks that could benefit from the infrastructure build-up, an ETF like (FLM) or (IGF) is probably the easiest way to go without doing extensive research on each company. Health care stands to benefit also, with (GILD) and (CELG) being the most popular choices for biotech. I also like the generic drug stocks like (TEVA), and electronic medical records like (MDRX). As far as alternative energy goes an ETF is also easier here. There is continued pessimism about retail and banks, I would just stay away for now, even shorting the sector is risky because the government could pump in more money to the banks at any time elevating the stocks. China sounds good to me, there are several good ETF's to pick from, (FXI), (GXC). Other individual stocks to look at, (MCD), (AAPL), (DV), (XOM), (CVX), and Gold (GLD) and (GDX).
Friday, January 16, 2009
Friday, Jan 16th 2009 daily stock tracking
Street - Stocks with double digit gain potential, Seagate Technology(STX) the leading manufacturer of hard drives, predicting 9% annual growth thru 2012, P/E of 2.42. SPX Corporation(SPW) is a manufacturing company for energy infrastructure, automotive diagnostics, and sanitation markets, it has strong margins, a cheap valuation and modest dividend. Top 5 small-caps - American Physicians Service Group(AMPH), Tompkins Financial(TMP) corporate parent of 3 community banks, Aceto(ACET), PetMed Express(PETS), NCI(NCIT). Upgrades - Kellogg(K) $50, Sonus Networks(SONS) $2. Exxon, Chevron, Southwest Energy, and Nat. Gas are good
Assets with a strong correlation to oil
XOM 0.90
CVX 0.92
Natural Gas 0.83
SWN 0.94
SOURCE: TheStreet.com Ratings
TheStockAdvisors - Johnson & Johnson(JNJ) has good earnings consistency, has only dropped 10% compared to 40% for the market as a whole, good ROE and good debt to equity ratio. Tetra Tech(TTEK) is an environmental consulting company that is involved in designing alternative energy plants, wind power, they also have a core business revolving around safe drinking water. Growth is impressive at 28% a year since 2004.
Zacks - Allscripts-Misys Healthcare Solutions(MDRX) is well positioned to capitalize on Obama's desire to advance information technology in healthcare.
Assets with a strong correlation to oil
XOM 0.90
CVX 0.92
Natural Gas 0.83
SWN 0.94
SOURCE: TheStreet.com Ratings
TheStockAdvisors - Johnson & Johnson(JNJ) has good earnings consistency, has only dropped 10% compared to 40% for the market as a whole, good ROE and good debt to equity ratio. Tetra Tech(TTEK) is an environmental consulting company that is involved in designing alternative energy plants, wind power, they also have a core business revolving around safe drinking water. Growth is impressive at 28% a year since 2004.
Zacks - Allscripts-Misys Healthcare Solutions(MDRX) is well positioned to capitalize on Obama's desire to advance information technology in healthcare.
Thursday, January 15, 2009
Thur Jan 15th 2009 daily stock analysis
Street - Big drop in Asian stock markets today on U.S. consumer spending fears, and some bad earnings reports. New jobless claims numbers are more than expected. Fast Money final trades, buy Apple(AAPL) on the bad news of Steve Jobs health, plently of cash on hand, valuation getting cheap. Like Testoro(TSO) and ABB Limited(ABB). Upgrades - Dollar Tree(DLTR) $38, Ecolab(ECL) $46, WellPoint(WLP) $58, Google(GOOG) $420, growth will recover by 4th quarter of 2009. Bull on Celgene(CELG), Altria(MO), Public Service Enterprise(PEG).
TheStockAdvisors - Seaspan(SSW) container ships company with a huge yield of 24%, should not drop below 15% when all is said and done. Energy conversion(ENER)3% convertible bond due 6/15/2013, approximate cost is $490 per bond, mature at $1000 in 2013.
Yahoo - $825 billion stimulus bill. Article bits - $500 tax cut would reach 95 percent of workers and $1,000 for working couples. "It is about job creation," House Speaker Nancy Pelosi, D-Calif., said. "It is about clean, efficient energy in America to transform our economy through investments in science and technology. ... It is about modernizing our roads, bridges; education for the 21st century. $90 billion for traditional infrastructure projects such as road and bridge repair and construction, modernizing federal building, clean water and flood control projects, and rail and mass transit construction. Pelosi seems proudest of the measure's investments in renewable energy and science, including $32 billion to upgrade the nation's electrical distribution system, more than $20 billion in tax cuts to promote the development of alternatives to oil, and billions more to make public housing, federal buildings and modest-income homes more energy efficient. Obama issued a statement praising the bill, saying it would invest in priorities like health care, education, and energy. Other items in the measure include funds for state and local law enforcement, extending broadband service to rural and other underserved areas and $20 billion to computerize health records, a key priority of the incoming president.
IBD - ManTech International(MANT) provides military intelligence services.
TheStockAdvisors - Seaspan(SSW) container ships company with a huge yield of 24%, should not drop below 15% when all is said and done. Energy conversion(ENER)3% convertible bond due 6/15/2013, approximate cost is $490 per bond, mature at $1000 in 2013.
Yahoo - $825 billion stimulus bill. Article bits - $500 tax cut would reach 95 percent of workers and $1,000 for working couples. "It is about job creation," House Speaker Nancy Pelosi, D-Calif., said. "It is about clean, efficient energy in America to transform our economy through investments in science and technology. ... It is about modernizing our roads, bridges; education for the 21st century. $90 billion for traditional infrastructure projects such as road and bridge repair and construction, modernizing federal building, clean water and flood control projects, and rail and mass transit construction. Pelosi seems proudest of the measure's investments in renewable energy and science, including $32 billion to upgrade the nation's electrical distribution system, more than $20 billion in tax cuts to promote the development of alternatives to oil, and billions more to make public housing, federal buildings and modest-income homes more energy efficient. Obama issued a statement praising the bill, saying it would invest in priorities like health care, education, and energy. Other items in the measure include funds for state and local law enforcement, extending broadband service to rural and other underserved areas and $20 billion to computerize health records, a key priority of the incoming president.
IBD - ManTech International(MANT) provides military intelligence services.
Wed Jan 14th daily stock tracking
Street - Upgrades, Core Laboratories(CLB) $83, LaBranche(LAB) $6, Sohu.com(SOHU) $61. Article on Apple(AAPL) as a compelling valuation if shares drop below $80, but may be 2010 before numbers start to increase, Apple has enough cash to withstand. Top 5 large-caps - McDonald's(MCD), Gilead Sciences(GILD), Southern(SO), Apollo Group(APOL), Exxon Mobile(XOM). Obama will be good for generic-drug and biotech stocks, Teva(TEVA), Mylan(MYL), Genetech(DNA), Celgene(CELG), Amgen(AMGN), Gilead Sciences(GILD). Cramer likes recession resistan stock with plently of cash like Pfizer(PFE), Cocal Cola(KO), Colgate(CL), Clorox(CLX), and Kimberly-Clark(KMB). Bull on Joy Global(JOYG) and Bebe Stores(BEBE).
TheStockAdvisors - Emerging Markets(EEM), Apollo(APOL), France Telcom(FTE).
Investment U - Time to buy China, could do ETF like iShares FTSE/Xinhua China 25 Index ETF, or stocks like E-House Holdings(EJ), China Security and Surveillance(CSR), or Power Energy Generation Systems(APWR), China Mobile Ltd.(CML).
IBD - Thoratec(THOR) makes cardiovascular equipment, it only has a ROE of 5%, you usually want to see a minimum of 17%, but things are looking up, (THOR) is ranked 2nd amoung 117 stocks in this industry only behind Immucor(BLUD).
TheStockAdvisors - Emerging Markets(EEM), Apollo(APOL), France Telcom(FTE).
Investment U - Time to buy China, could do ETF like iShares FTSE/Xinhua China 25 Index ETF, or stocks like E-House Holdings(EJ), China Security and Surveillance(CSR), or Power Energy Generation Systems(APWR), China Mobile Ltd.(CML).
IBD - Thoratec(THOR) makes cardiovascular equipment, it only has a ROE of 5%, you usually want to see a minimum of 17%, but things are looking up, (THOR) is ranked 2nd amoung 117 stocks in this industry only behind Immucor(BLUD).
Tue Jan 13th daily stock tracking
Street - Cramer likes China to lead the world economic recovery. iShares FTSE/Xinhua China(FXI), China Security & Surveillance(CSR) looks attractive at 2x earnings, A-Power Energy Generation Systems(APWR), Gushan Enviromental Energy(GU), WSB Holdings(WSB), LVMH Moet Hennessy Louis Vuitton(LVMUY), and Tiffany(TIF) are some examples for China. He also thinks Caterpillar(CAT) is a steal under $40, NYSE Euronext(NYX) yeilds 4.9%, Home Depot(HD) yeilds 4%, ConocoPhillips(COP) had a huge sell-off to $45 but now trades at 7.1x earnings, Research In Motion trades at 12x earnings with a growth rate of 25%. Bull on Ashland(ASH), Bristol-Myers Squibb(BMY), Kroger(KR), Dryships(DRYS), and Frontline(FRO). Top 5 all-around-value stocks - NTT DoCoMo(DCM) provides wireless communication in Japan, Exxon Mobil(XOM), Chevron(CVX), FPL Group(FPL) owns and operates Florida Power & Light, Verizon Communications(VZ). Upgrades - Alberto-Culver(ACV) $29, Icon(ICLR) $25, Kimberly-Clark(KMB) $60, Apple(AAPL) $132, Celgene(CELG) $72. Retail stocks as a whole should be avoided, but there are some compelling valuations on companies who have a lot of cash with little debt such as, Wet Seal(WTSLA), BeBe(BEBE), Hot Topic(HOTT), and VF Corp(VFC).
TheStockAdvisors - Biogen(BIIB) makes Tysabri, the MS drug that has caused a deadly brain infection in 1 of 6,000 patients, sells at 12x earnings, target $60. Activision(ATVI) is very attractivley valued.
Zacks - Gilead Sciences(GILD) share price continues to go up based on increased earnings estimates for its HIV drug.
TheStockAdvisors - Biogen(BIIB) makes Tysabri, the MS drug that has caused a deadly brain infection in 1 of 6,000 patients, sells at 12x earnings, target $60. Activision(ATVI) is very attractivley valued.
Zacks - Gilead Sciences(GILD) share price continues to go up based on increased earnings estimates for its HIV drug.
Wednesday, January 14, 2009
Mon Jan 12th daily stock tracking
Street - Top 5 fast growth stocks, DeVry(DV) completed acquisition of Apollo College and Western Career College, a lot of laid-off workers are going back to school. Aceto(ACET) provides support for various chemical companies. Cubist Pharmaceuticals(CBST) for anti-infective market. Gilead Sciences(GILD). ManTech International(MANT) provides national security services. Oil dropped to below $39 a barrel today but futures contracts for March and April are at $46 and $49 a barell respectivley suggesting that most investors expect oil to recover. Upgrades - Hologic(HOLX) $14, Activision(ATVI) $15, Qualcomm(QCOM) $42. Cramer likes Terra Nitrogen(THN) better than Potash(POT) because of the dividend. Bull on - Consolidated Edison(ED), Salesforce.com(CRM), BP(BP), Philip Morris International(PM), Wells Fargo(WF), and JPMorgan Chase(JPM).
TheStockAdvisors - Zimmer Holdings(ZMH) a top 2009 pick, makes orthopedic implants, currently trading at 1.6 times book value, 2.3 times sales, and 9.5 times earnings, the stock is a bargain as shares are now 54% below their peak last Oct, target of $60. Granite construction(GVA) as an infrastructure play.
Zacks - ManTech International, Archer-Daniels-Midland(ADM).
Fool - Top 2009 stock picks.
Company
Market Cap (in billions)
Price-to-earnings (forward ‘09)
CAPS rating
Industry
Altria (NYSE: MO)
$31.89
8.8
*****
Cigarettes
Philip Morris International (NYSE: PM)
$85.61
12.1
*****
Cigarettes
PepsiCo (NYSE: PEP)
$81.65
13.4
*****
Processed and packaged goods
Colgate-Palmolive
(NYSE: CL)
$32.76
15.3
*****
Personal products
Endo Pharmaceuticals (Nasdaq: ENDP)
$2.50
8.2
****
Drug manufacturers
Gilead Sciences (Nasdaq: GILD)
$43.50
19.9
****
Biotechnology
Freeport-McMoRan Copper & Gold (NYSE: FCX)
$11.04
38.3
*****
Copper
TheStockAdvisors - Zimmer Holdings(ZMH) a top 2009 pick, makes orthopedic implants, currently trading at 1.6 times book value, 2.3 times sales, and 9.5 times earnings, the stock is a bargain as shares are now 54% below their peak last Oct, target of $60. Granite construction(GVA) as an infrastructure play.
Zacks - ManTech International, Archer-Daniels-Midland(ADM).
Fool - Top 2009 stock picks.
Company
Market Cap (in billions)
Price-to-earnings (forward ‘09)
CAPS rating
Industry
Altria (NYSE: MO)
$31.89
8.8
*****
Cigarettes
Philip Morris International (NYSE: PM)
$85.61
12.1
*****
Cigarettes
PepsiCo (NYSE: PEP)
$81.65
13.4
*****
Processed and packaged goods
Colgate-Palmolive
(NYSE: CL)
$32.76
15.3
*****
Personal products
Endo Pharmaceuticals (Nasdaq: ENDP)
$2.50
8.2
****
Drug manufacturers
Gilead Sciences (Nasdaq: GILD)
$43.50
19.9
****
Biotechnology
Freeport-McMoRan Copper & Gold (NYSE: FCX)
$11.04
38.3
*****
Copper
Tuesday, January 13, 2009
Week summary of Jan 5th-11th, 2009 daily stock tracking
Street - Money Managers' top ETF picks for 2009 - Vanguard Utilities ETF(VPU) this ETF has 84 holdings and a yield of 3.7%. PowerShares DB Agriculture Fund(DBA) now trades at 39% below its 52wk high. Market Vectors Agribusiness ETF(MOO) is another ag-fund with good value. iShares MSCI Emerging Markets Index(EEM) is very diversified, but is volatile. Market Vectors Gold Miners ETF(GDX) is a good fund to play gold. iShares S&P Global Infrastructure Index(IGF) is good for the potential 2009 build-up, with 26% in U.S. stocks.
Week Summary - There have been several good ETF suggestions this week, I especially like the agriculture (PAGG), infrastructure (IGF) and (FLM), and China SPDR(GXC) ETF's.
Procter & Gamble(PG), Johnson & Johnson(JNJ) and Hewlett-Packard(HPQ) are my favorite DOW stocks, stable with a good dividend. Stocks that I think are a good value and will grow are Potash (POT) and Terra Nitrogen (THN) for agriculture, Transocean (RIG) for oil recovery, Fluor (FLR) and Catapillar (CAT) for infrastructure, McDonald's (MCD) will continue to dominate with cheap food and expansion into China, Pepsi (PEP) as a strong consumer brand, Google (GOOG) as the strongest high-tech with a ton of cash, and PetMed Express(PETS) should continue to do well as spending money on pets is a priority for most people. Also, Wall-Mart (WMT) is the best retailer and its share price may dip down because of poor retail spending numbers, scoop it up on dips.
Week Summary - There have been several good ETF suggestions this week, I especially like the agriculture (PAGG), infrastructure (IGF) and (FLM), and China SPDR(GXC) ETF's.
Procter & Gamble(PG), Johnson & Johnson(JNJ) and Hewlett-Packard(HPQ) are my favorite DOW stocks, stable with a good dividend. Stocks that I think are a good value and will grow are Potash (POT) and Terra Nitrogen (THN) for agriculture, Transocean (RIG) for oil recovery, Fluor (FLR) and Catapillar (CAT) for infrastructure, McDonald's (MCD) will continue to dominate with cheap food and expansion into China, Pepsi (PEP) as a strong consumer brand, Google (GOOG) as the strongest high-tech with a ton of cash, and PetMed Express(PETS) should continue to do well as spending money on pets is a priority for most people. Also, Wall-Mart (WMT) is the best retailer and its share price may dip down because of poor retail spending numbers, scoop it up on dips.
Monday, January 12, 2009
Friday, Jan 9th daily stock tracking
Street - Cramer's Dow Outlook for 2009
Company Target 2008 Close % Change Dow Point Change
PFE $20.00 $17.71 11.45% 18.2
PG $72.00 $61.82 14.14% 81.1
VZ $37.00 $33.90 8.38% 24.7
WMT $63.00 $56.06 11.02% 55.2
UTX $58.00 $53.60 7.59% 35.0
XOM $85.00 $79.83 6.08% 41.2
Source: TheStreet.com
Proctor & Gamble(PG) is one of the absolute favorites, target to upper $60s, great management team, best dividend-paying stock. verizon(VZ) and AT&T(T) should do well. (GE) will be good when the economy recovers. Wall-Mart(WMT) will trade to $63 as it demolishes the competition in 2009. (JNJ) is also a good pick. Fast Money final trades are Potash(POT) and CSX(CSX). Upgrades - Becton Dickinson(BDX) target $81, Consolidated Edison(ED) target $42, Raytheon(RTN) target $57, Shaw Group(SGR) target $28, Apollo(APOL) target $95, Celgene(CELG) target $73. Bull - Home Depot(HD) and Low's(LOW), Molson Coors(TAP), Shaw Group(SGR), Kraft(KFT), Quanta Services(PWR), Anadarko Petroleum(APC), and (MCD).
thestockadvisors - Fluor(FLR) is a top pick for 2009. American Water Works(AWK) is a top utility sector pick, buy up to $23. Intuit(INTU)top value pick, but at $21 and below. Transocean(RIG) is a favorite for 2009 and is selling for just 3.8x consensus 2009 earnings.
Zacks - Growth & Income stock recommendation is McDonalds(MCD), its ROE of 29% nearly triples the industry average of 10%, its net profit margin of 19% is way above the industry average of 2%.
Investment U - Coal will dominate the energy needs of the world. The best recommendations are Market Vectors Coal ETF(KOL) as the safest direct coal play, Arch Coal(ACI), Peabody Energy(BTU), Bucyrus International(BUCY), Joy Global(JOYG), and Yanzhou Coal Mining Company(YZC).
Company Target 2008 Close % Change Dow Point Change
PFE $20.00 $17.71 11.45% 18.2
PG $72.00 $61.82 14.14% 81.1
VZ $37.00 $33.90 8.38% 24.7
WMT $63.00 $56.06 11.02% 55.2
UTX $58.00 $53.60 7.59% 35.0
XOM $85.00 $79.83 6.08% 41.2
Source: TheStreet.com
Proctor & Gamble(PG) is one of the absolute favorites, target to upper $60s, great management team, best dividend-paying stock. verizon(VZ) and AT&T(T) should do well. (GE) will be good when the economy recovers. Wall-Mart(WMT) will trade to $63 as it demolishes the competition in 2009. (JNJ) is also a good pick. Fast Money final trades are Potash(POT) and CSX(CSX). Upgrades - Becton Dickinson(BDX) target $81, Consolidated Edison(ED) target $42, Raytheon(RTN) target $57, Shaw Group(SGR) target $28, Apollo(APOL) target $95, Celgene(CELG) target $73. Bull - Home Depot(HD) and Low's(LOW), Molson Coors(TAP), Shaw Group(SGR), Kraft(KFT), Quanta Services(PWR), Anadarko Petroleum(APC), and (MCD).
thestockadvisors - Fluor(FLR) is a top pick for 2009. American Water Works(AWK) is a top utility sector pick, buy up to $23. Intuit(INTU)top value pick, but at $21 and below. Transocean(RIG) is a favorite for 2009 and is selling for just 3.8x consensus 2009 earnings.
Zacks - Growth & Income stock recommendation is McDonalds(MCD), its ROE of 29% nearly triples the industry average of 10%, its net profit margin of 19% is way above the industry average of 2%.
Investment U - Coal will dominate the energy needs of the world. The best recommendations are Market Vectors Coal ETF(KOL) as the safest direct coal play, Arch Coal(ACI), Peabody Energy(BTU), Bucyrus International(BUCY), Joy Global(JOYG), and Yanzhou Coal Mining Company(YZC).
Thursday, January 8, 2009
Thursday Jan 8th daily stock tracking
Investopedia - 5 Low P/E Stock Picks. Abercrombie & Fitch(ANF) P/E 7.02, American Express(AXP) P/E 9.23, Corn Products(CPO) P/E 8.65, Deere & Co(DE) P/E 8.38, OfficeMax(OMX) P/E 9.43.
The Motley Fool - Large-cap value stocks could be the best this year. Google(GOOG) is trading at about 19x earnings, it has a huge moat from competition, $14 billion in cash, and an estimated 21% annual growth rate going forward. If the economy gets worse in 2009 this stock will survive, if the economy recovers big reward.
Street - Cramer had a nice article about Sears(SHLD) not being as all the negative press its been getting, they have plently of cash to buy back shares, and are looking to close less profitable stores. With the eventual retail recovery they will be well positioned. He also recommended Trinity(TRN), Quanta Services(PWR), Owens Corning(OC), and Caterpillar(CAT), but (CAT) has run up too high, wait for a pull-back to $40 before buying. Bull on - dryships(DRYS), HJ Heinz(HNZ), and Mas Tec(MTZ). Upgrades - Lennar(LEN), Urban Outfitters(URBN), Mylan(MYL) target $13. Walmart lowered guidance and Costco's profits are down 4%, even the "best" retailers are getting hurt. Health care update - Intuitive Surgical(ISRG) announced weaker than expected earnings due to hospital spending cuts, shares fell to $99.75, the lowest point in two years. Hologic(HOLX)fell to $11.43, but still maintained a "buy" rating, and Varian(VAR) fell to $30.04 its lowest in five years and target was lowered to $39. Another positive mention of Fluor(FLR) this seems to be a favorite infrastructure play
TheStockAdvisors - Fast food favorites, (MCD) is the strongest with a good dividend and expansion plans into China, (YUM) and (BKC) are also worth looking at.
Investment U - recommends First Trust/FIDAC Mortgage Income Fund(FMY), this fund holds "good" mortgage-backed securities, and pays an 8% dividend while you wait for the housing market to recover which will send the shares higher.
The Motley Fool - Large-cap value stocks could be the best this year. Google(GOOG) is trading at about 19x earnings, it has a huge moat from competition, $14 billion in cash, and an estimated 21% annual growth rate going forward. If the economy gets worse in 2009 this stock will survive, if the economy recovers big reward.
Street - Cramer had a nice article about Sears(SHLD) not being as all the negative press its been getting, they have plently of cash to buy back shares, and are looking to close less profitable stores. With the eventual retail recovery they will be well positioned. He also recommended Trinity(TRN), Quanta Services(PWR), Owens Corning(OC), and Caterpillar(CAT), but (CAT) has run up too high, wait for a pull-back to $40 before buying. Bull on - dryships(DRYS), HJ Heinz(HNZ), and Mas Tec(MTZ). Upgrades - Lennar(LEN), Urban Outfitters(URBN), Mylan(MYL) target $13. Walmart lowered guidance and Costco's profits are down 4%, even the "best" retailers are getting hurt. Health care update - Intuitive Surgical(ISRG) announced weaker than expected earnings due to hospital spending cuts, shares fell to $99.75, the lowest point in two years. Hologic(HOLX)fell to $11.43, but still maintained a "buy" rating, and Varian(VAR) fell to $30.04 its lowest in five years and target was lowered to $39. Another positive mention of Fluor(FLR) this seems to be a favorite infrastructure play
TheStockAdvisors - Fast food favorites, (MCD) is the strongest with a good dividend and expansion plans into China, (YUM) and (BKC) are also worth looking at.
Investment U - recommends First Trust/FIDAC Mortgage Income Fund(FMY), this fund holds "good" mortgage-backed securities, and pays an 8% dividend while you wait for the housing market to recover which will send the shares higher.
Wednesday, January 7, 2009
Wed Jan 7th daily stock tracking
Street - Cramer bullish on Dow Cramer's Dow Outlook for 2009
Company Target 2008 Close % Change Dow Point Change
GM $2.00 $3.20 -60.00% -9.6
HPQ $44.00 $36.29 17.52% 61.4
HD $26.00 $23.02 11.46% 23.7
INTC $15.00 $14.66 2.27% 2.7
IBM $92.00 $84.16 8.52% 62.4
JNJ $71.00 $59.83 15.73% 89.0
Source: TheStreet.com
Hewlett-Packard(HPQ)$44, Home Depot(HD), but Lowe's(LOW)is better, Intel(INTC)skip in favor of (HPQ), (JNJ)$71, buy aggressively in mid $50s. Upgrades - AK Steel(AKS)$15, Northern Trust(NTRS)$64, Lowe's(LOW)$25.
Company Target 2008 Close % Change Dow Point Change
GM $2.00 $3.20 -60.00% -9.6
HPQ $44.00 $36.29 17.52% 61.4
HD $26.00 $23.02 11.46% 23.7
INTC $15.00 $14.66 2.27% 2.7
IBM $92.00 $84.16 8.52% 62.4
JNJ $71.00 $59.83 15.73% 89.0
Source: TheStreet.com
Hewlett-Packard(HPQ)$44, Home Depot(HD), but Lowe's(LOW)is better, Intel(INTC)skip in favor of (HPQ), (JNJ)$71, buy aggressively in mid $50s. Upgrades - AK Steel(AKS)$15, Northern Trust(NTRS)$64, Lowe's(LOW)$25.
Tue Jan 6th daily stock tracking
Street - Cramer is bullish on the Dow and buying a China ETF iShares FTSE/Xinua in a market that was down 60% last year. American Express(AXP)could go back to $22 and their dividend is not in jeopardy. AT&T(T)may even raise dividen and could go back to $35. Boeing(BA)may be a buy later in the year up to a price of $42. Citigroup(C)could go to $9. Freeport-McMoRan(FCX)go to $15. Bank of America(BAC)has to much exposure to the consumer, prefer JPMorgan Chase(JPM)as a way to play any stabilization in banks. Caterpillar(CAT)will go back to $55 on big orders from the U.S. Government and China. Chevron(CVX)should rally to $82, buy aggressively on any decline. ExxonMobile(XOM)is also good. Coca-Cola(KO)could trade to $49, but the better buy is Pepsi(PEP)with a target $75 because of their frito Lay business.
Cramer's Dow Outlook for 2009 Predicted % gains.
AA $15.00 $11.26 24.93% 29.8
AXP $22.00 $18.55 15.68% 27.5
T $35.00 $28.50 18.57% 51.8
BAC $18.00 $14.08 21.78% 31.2
BA $42.00 $42.67 -1.60% -5.3
C $9.00 $6.71 25.44% 18.2
CAT $55.00 $44.67 18.78% 82.3
CVX $82.00 $73.97 9.79% 64.0
KO $49.00 $45.27 7.61% 29.7
DIS $26.00 $22.69 12.73% 26.4
DD $32.00 $25.30 20.94% 53.4
GE $20.00 $16.20 19.00% 30.3
Source: TheStreet.com
Upgrades - Apple(AAPL)$135, Ciena(CIEN)$10. TheStockAdvisors - Bristol-Myers(BMY)dividend of 6%, trades at 11x 2009 earnings estimates, plently of cash. Eni(E)highest dividend of major oils at 8.5%, buy under $60. Potash(POT)top pick for 2009, target price mid $90s, now at $50. Teck Cominco(TCK)most promising stock for 2009, selling for less than book value because of a recently suspended dividend to buy distressed assets, its a Canadian mining co. Bird(BIRDF)Canadian infrastructure play, top pick 2009, now yeilds around 10%, buy up to $20. China SPDR(GXC)top 2009 pick, much lower expense ratio and broader portfolio than its main competitor Ishares FTSE/Xinhua China 25 Index(ASE:FXI). URS Corp(URS)construction mangement firm as top 2009 pick. IBD - Gilead Sciences(GILD). Yahoo Nine Stocks for 2009 - Green Mountain Coffee Roasters(GMCR). Greatbatch(GB), Quality Systems(QSII), and Almost Family(AFAM)with attention to healthcare and electronic records all 3 stand to benefit. Fuel Systems Solutions(FSYS) and Energy Conversion Devices(ENER) are favorite alternative energy plays. Life Partners Holdings(LPHI)buys life insurance policies. ETFs I like, Proshares Ultra Financials(UYG), Ishares Xinhua China(FXI).
Cramer's Dow Outlook for 2009 Predicted % gains.
AA $15.00 $11.26 24.93% 29.8
AXP $22.00 $18.55 15.68% 27.5
T $35.00 $28.50 18.57% 51.8
BAC $18.00 $14.08 21.78% 31.2
BA $42.00 $42.67 -1.60% -5.3
C $9.00 $6.71 25.44% 18.2
CAT $55.00 $44.67 18.78% 82.3
CVX $82.00 $73.97 9.79% 64.0
KO $49.00 $45.27 7.61% 29.7
DIS $26.00 $22.69 12.73% 26.4
DD $32.00 $25.30 20.94% 53.4
GE $20.00 $16.20 19.00% 30.3
Source: TheStreet.com
Upgrades - Apple(AAPL)$135, Ciena(CIEN)$10. TheStockAdvisors - Bristol-Myers(BMY)dividend of 6%, trades at 11x 2009 earnings estimates, plently of cash. Eni(E)highest dividend of major oils at 8.5%, buy under $60. Potash(POT)top pick for 2009, target price mid $90s, now at $50. Teck Cominco(TCK)most promising stock for 2009, selling for less than book value because of a recently suspended dividend to buy distressed assets, its a Canadian mining co. Bird(BIRDF)Canadian infrastructure play, top pick 2009, now yeilds around 10%, buy up to $20. China SPDR(GXC)top 2009 pick, much lower expense ratio and broader portfolio than its main competitor Ishares FTSE/Xinhua China 25 Index(ASE:FXI). URS Corp(URS)construction mangement firm as top 2009 pick. IBD - Gilead Sciences(GILD). Yahoo Nine Stocks for 2009 - Green Mountain Coffee Roasters(GMCR). Greatbatch(GB), Quality Systems(QSII), and Almost Family(AFAM)with attention to healthcare and electronic records all 3 stand to benefit. Fuel Systems Solutions(FSYS) and Energy Conversion Devices(ENER) are favorite alternative energy plays. Life Partners Holdings(LPHI)buys life insurance policies. ETFs I like, Proshares Ultra Financials(UYG), Ishares Xinhua China(FXI).
Tuesday, January 6, 2009
Mon Jan 5th daily stock tracking
Street - Top 5 fast growth, DeVry(DV), Cubist Pharmaceuticals(CBST), Aceto(ACET), NCI(NCI), ManTech International(MANT). Upgrades - Amazon.com(AMZN)$65, Teradyne(TER)$6, Union Pacific(UNP)$57. Cramer likes Goldman Sachs(GS), Nordic American Tanker(NAT)buy below $35, Terra Nitrogen(THN)yeilds more than 11%, fertilizer stocks are hot. Favorite Dow stock is Hewlett-Packard(HPQ)it currently has a very low P/E, favorite tech play. Bull on BB&T(BBT)(WFC)(BAC)(BBY)(GOOG)Ultra Petroleum(UPL)(GS)Itron(ITRI)Dicks Sporting Goods(DKS). Standard&Poor's - Caterpillar(CAT)there is strong demand in China target of $55. Accenture(ACN)target $35. TheStockAdvisors - AeroViroment(AVAV), Apple(AAPL)as best of breed. Zacks - URS Corp(URS), DeVry(DV), NCI(NCIT), Medifast(MED). Forbes stock of the week - PetMed Express(PETS)consumers are still willing to spend money on pets, trades at a discount to its growth rate. IBD - Almost Family(AFAM)provides in-home nursing care.
The Street - NINE EXCHANGE TRADED FUNDS FOR '09
NAME, TICKER & TheStreet.com RATINGS GRADE INCEPTION DATE YIELD (%) TOTAL EXPENSE RATIO(%) 3-MO. TOTAL RET'N (%) 12-MO. TOTAL RET'N (%)
INCOME & SAFETY
Consumer Staples Select Sector SPDR (XLP) A 12/14/1998 3.14 0.23 -13.88 -15.74
iShares Lehman TIPS Bond (TIP) A+ 12/4/2003 9.44 0.20 -11.01 -6.55
iShares S&P Global Healthcare (IXJ) B+ 11/13/2001 3.30 0.48 -23.08 -30.17
iShares S&P Global Telecom (IXP) A 11/12/2001 5.87 0.48 -19.42 -35.87
Vanguard Utilities ETF (VPU) B+ 1/26/2004 3.97 0.20 -19.26 -26.84
GLOBAL ECONOMIC STIMULUS
iShares S&P Glb Infrastructure Idx (IGF) U 12/10/2007 1.49 0.48 -32.58 N/A
iShares S&P Global Clean Energy Ind (ICLN) U 6/24/2008 0.00 0.48 -61.77 N/A
SPDR SP Intl Materials Sec ETF (IRV) U 7/16/2008 1.44 0.50 -49.27 N/A
BROAD EQUITY DIVERSIFICATION
Vanguard Total World Stock ETF (VT) U 6/24/2008 0.00 0.25 -33.13 N/A
Source: TheStreet.com Ratings (Data as of 11/30/2008)
The Street - NINE EXCHANGE TRADED FUNDS FOR '09
NAME, TICKER & TheStreet.com RATINGS GRADE INCEPTION DATE YIELD (%) TOTAL EXPENSE RATIO(%) 3-MO. TOTAL RET'N (%) 12-MO. TOTAL RET'N (%)
INCOME & SAFETY
Consumer Staples Select Sector SPDR (XLP) A 12/14/1998 3.14 0.23 -13.88 -15.74
iShares Lehman TIPS Bond (TIP) A+ 12/4/2003 9.44 0.20 -11.01 -6.55
iShares S&P Global Healthcare (IXJ) B+ 11/13/2001 3.30 0.48 -23.08 -30.17
iShares S&P Global Telecom (IXP) A 11/12/2001 5.87 0.48 -19.42 -35.87
Vanguard Utilities ETF (VPU) B+ 1/26/2004 3.97 0.20 -19.26 -26.84
GLOBAL ECONOMIC STIMULUS
iShares S&P Glb Infrastructure Idx (IGF) U 12/10/2007 1.49 0.48 -32.58 N/A
iShares S&P Global Clean Energy Ind (ICLN) U 6/24/2008 0.00 0.48 -61.77 N/A
SPDR SP Intl Materials Sec ETF (IRV) U 7/16/2008 1.44 0.50 -49.27 N/A
BROAD EQUITY DIVERSIFICATION
Vanguard Total World Stock ETF (VT) U 6/24/2008 0.00 0.25 -33.13 N/A
Source: TheStreet.com Ratings (Data as of 11/30/2008)
Sunday, January 4, 2009
Week of Dec 29th-Jan 4th, 2009 daily stock tracking
Week Summary - The continued themes for the week are Obama's infrastructure build-up along with several countries around the world using the same idea to stimulate their economy through job creation, also spending on health-care research and development and big-pharm as a safe place to invest, and finally the eventual re-bound in first energy and second home-building. The easiest way to play infrastructure is through an etf like (FLM)first trust global engineering and construction or (PKB)power shares building and construction. I like (FLM) better because its global, has more major construction infrastructure type companies, and a much cheaper expense ratio. (PKB) has more US companies but has big holdings in (HD) and (LOW)that are primarly home repair, it is also more expensive. For the re-bound in oil I like (XOM)and(CVX), for more variety try (DIG)its an etf whose top holdings are XOM-35%, CVX-13%, COP-6%, SLB-5%, etc, it has more oil service and drilling companies that may take a while longer to recover, but should do so. For retail stick with (WMT), food I like and own(MCD), health/pharm I like and own(GILD)they have a speciality for HIV drugs, (CELG)is advanced in cancer research. Other likes, (PAGG)an agriculture etf with companies like (POT)(MOS)(AGU)etc, should do well with commodities rebound and continued world-wide demand for food.
Friday, January 2, 2009
Fri Jan 2nd daily stock tracking
Street - Big bank acquisitions, Bank of America(BAC)completed its purchase of Merrill Lynch, and Wells Fargo(WFC)completed the purchase of Wachovia. Top 5 small-caps - Aceto(ACET), American Physicians Service Group(AMPH), NCI(NCIT), PetMed Express(PETS), Emergency Medical Services(EMS). Top 5 mid-caps - DeVry(DV), California Water Service Group(CWT), Thompkins Financial(TMP), New Jersey Resources(NJR), Cubist Pharmaceuticals(CBST). Upgrades - Buy recommendation on Apple(AAPL)$145 target. For 2009 begin to look for early economic cycle sectors and stocks to begin to invest in, such as financials, paper, chemical, transportation, and multiple/lower growth technology stocks. There will be a re-direction of government spending to infrastructure, healthcare and power generation. Infrastructure - Aecom Technology(ACM), Fluor(FLR), McDermott(MDR), Foster Wheeler(FWLT), Manitowoc(MTW), Shaw Group(SGR), Jacobs Engineering(JEC), KBR(KBR), Chicago Bridge&Iron(CBI). Health - Universal Health Systems(UHS), Amedisys(AMED), Amgen(AMGN), Gilead(GILD), Celgene(CELG), Genzyme(GENZ). TheStockAdvisors - Freeport McMoRan(FCX), Farming favorites Monsanto(MON) and Corn Products Int'l(CPO). New Oriental(EDU)English education for Chinese, recommend as the number one China stock to buy! Teradyne(TER)leader in semiconductor testing, buy up to $6. EZChip(EZCH)could double in 2009. Myriad(MYGN)cancer predisposition testing. (MCD). SPDR Gold Trust(GLD)as a hedge against inflation.MSN Money Stock Picks - The Prudent Speculator-VF(VFC)pays 5% dividend, enough cash to survive apparel downturn, Manitowoc(MTW)crane business that should do well with infrastructure rebuild, GameStop(GME). The Oberweis Report-small-cap growth stocks Green Mountain Coffee Roasters(GMCR), VisionChina(VISN)advertising, Illumina(ILMN)tools used in DNA analysis. Turnaround Letter-Teradyne(TER)semiconductor equipment, Qwest Communications(Q)phone company. The Value Line Investment Survey-(JNJ), McDonalds(MCD), W.W.Grainger(GWW)mainterance and safety products used in industry. Investment Quality Trends-Barrick Gold(ABX), Archer-Daniels Midland(ADM)seeds and agricultural commodities, Sigma-Aldrich(SIAL)chemicals for pharmaceuticals. Zacks Elite-Bristol-Myers Squibb(BMY), Apollo Group(APOL)education. Almanac Investor-likes undervalued exchange-traded funds like United Stated Oil(USO), Direxion Energy Bull 3X Shares(ERX), Ultra Technology ProShares(ROM), Ultra Semiconductor ProShares(USD), Ultra Financials ProShares(UYG), Ultra Real Estate ProShares(URE). Global Investing-Banco Santander(STD), Computershare(CMSQF), SPDR Gold Shares(GLD), iShares COMEX Gold Trust(IAU).
Thursday, January 1, 2009
Thursday Jan 1st daily stock tracking
CNBC - Stocks with promising returns Cisco Systems(CSCO), NYSE Euronext(NYX), Fluor(FLR). Street - Cramer is buying Black&Decker(BDK) and Eaton(ETN), and likes and owns Gilead(GILD), (JNJ), and Procter&Gamble(PG). Fast Money Recap - Like United States Oil(USO), stick with solid infrastructure stocks that pay dividends like Deere(DE) and United States Steel(X).
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