a summary of various stock recommendations from various sources.

Thursday, January 15, 2009

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.

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