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.
Saturday, March 28, 2009
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).
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).
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%.
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.
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.
Thursday, March 19, 2009
Tue March 10th, 2009 daily stock tracking
Street- Fast Money Recap, there may be a rotation going on as investors start to move money into energy names such as ConcoPhillips(COP) and Oil Services HOLDRs(OIH). Three media companies that look like worthwhile investments: Viacom(VIA), Time Warner(TWX) and Discovery Communications(DISCA). Thomson Creek Metals(TC), which makes molybdenum, which is used to make high-end steel for airplanes and buildings. He said the stock is now trading at $2.83 after being as high as $27. Top 5 all-around-value, Medco Health Solutions(MHS), Exxon Mobil(XOM), Wal-Mart Stores(WMT), FPL Group(FPL), Chevron(CVX). China - Cramer said that Verizon(VZ) is going higher, and he recommended ag stocks such as Terra Nitrogen(TNH) and Monsanto(MON), he also likes Hershey(HSY) as its a recession proof business who does not have competition from private labels and is just trading off its 52wk low with room to run. Bullish on Wal-Mart (WMT), Verizon (VZ), McDonald's (MCD) and Dominion Resources (D), Shaw Group (SGR), Dominion Resources (D), Duke Energy (DUK), Exelon (EXC) and Edison International (EIX). Upgrades - Inergy(NRGY).
TheStockAdvisors - NuStar Energy(NS) could benefit from the stimulus plan, own refined products pipelines and crude oil terminals. The firm's other operations are in asphalt, which should benefit as billions are pumped into the Federal Highway Administration. The potential boost in asphalt demand and ongoing cuts to supply coupled with NuStar's flawless execution over the past year, makes me a buyer. Yielding nearly 9%, NuStar Energy is a buy under 55. Computer Sciences(CSC) provides complex IT solutions for customers in business and government to save money and reduce manpower needs. The company actually increased its new billings by 17% over the past year. They've got a deep economic moat, ever-increasing margins, and have more than doubled their cash reserves in the past year.
Forbes - Stock of the week, iShares MSCI Brazil Index(EWZ). For 3 reasons; #1 The Brazilian consumer does not appear to be affected as much by the global slowdown. #2 Global demand for Brazil's exports continues. #3 Brazil's financial system is probably one of the safest in the world.
Fool - Likes Brazil as an emerging economy. BP(BP) has improved their operations, and looks good going forward, yeild 8.8%.
TheStockAdvisors - NuStar Energy(NS) could benefit from the stimulus plan, own refined products pipelines and crude oil terminals. The firm's other operations are in asphalt, which should benefit as billions are pumped into the Federal Highway Administration. The potential boost in asphalt demand and ongoing cuts to supply coupled with NuStar's flawless execution over the past year, makes me a buyer. Yielding nearly 9%, NuStar Energy is a buy under 55. Computer Sciences(CSC) provides complex IT solutions for customers in business and government to save money and reduce manpower needs. The company actually increased its new billings by 17% over the past year. They've got a deep economic moat, ever-increasing margins, and have more than doubled their cash reserves in the past year.
Forbes - Stock of the week, iShares MSCI Brazil Index(EWZ). For 3 reasons; #1 The Brazilian consumer does not appear to be affected as much by the global slowdown. #2 Global demand for Brazil's exports continues. #3 Brazil's financial system is probably one of the safest in the world.
Fool - Likes Brazil as an emerging economy. BP(BP) has improved their operations, and looks good going forward, yeild 8.8%.
Wednesday, March 18, 2009
Monday Mar 9th, 2009 daily stock tracking
Barrons - 10 great stocks to stash away for five years or longer. Coca-Cola Femsa S(KOF) remains on solid financial footing with plently of cash; Microsoft(MSFT) stock is trading at 9x this years earnings, and has a dividend yield of 3%; ACE Limited(ACE) stands to benefit from AIG's woes by gaining market share; Wynn(WYNN) is strong in the entertainment sector; EMC(EMC) the stocks fair value is at 18 compared to its price of 10; Cerner Corporation(CERN) health-care information technology is a growing trend, the stock is about 36 with a value around 50; Wellpoint(WLP) is the largest Blue Cross/Blue Shield managed-care company, shares are at about 6x this years earnings; Google(GOOG) is the leader in on-line advertising, has a lot of cash and no debt; EBAY(EBAY) strong name and big holdings of cash; CVS Caremark(CVS) should get increased business with more generics.
Street - Upgrades, Amazon(AMZN) $81, Best Buy(BBY), Genzyme(GENZ) $63, Intrepid Potash(IPI) $20, Coca-Cola(KO) $48, Foster Wheeler(FWLT) $20, Pepsi(PEP) $60. Cramer, stocks like Wal-Mart(WMT), Verizon(VZ), and McDonald's(MCD) are getting too cheap to pass up. Bull on Consolidated Edison(ED), (VZ), (JNJ).
TheStockAdvisors - 2 top Asian techs, Infosys Technologies(INFY) is the second-largest IT services company in India, and among the fastest-growing IT services organization in the world. The company is well equipped to weather bad conditions because of its strong balance sheet and a proactive management team. Taiwan semiconductor(TSM) is a way to gain exposure to a potential tech turnaround. The company is a clear leader in its field with superior technology. The company has a strong balance sheet, with USD5.6 billion in cash. Watsco(WSO) is a Heating and A/C products maker, largest independent distributor in the U.S. The stock price is currently at a steep discount to the intrinsic value of the business. Value investors can buy the stock on pullbacks below $30 a share.
Street - Upgrades, Amazon(AMZN) $81, Best Buy(BBY), Genzyme(GENZ) $63, Intrepid Potash(IPI) $20, Coca-Cola(KO) $48, Foster Wheeler(FWLT) $20, Pepsi(PEP) $60. Cramer, stocks like Wal-Mart(WMT), Verizon(VZ), and McDonald's(MCD) are getting too cheap to pass up. Bull on Consolidated Edison(ED), (VZ), (JNJ).
TheStockAdvisors - 2 top Asian techs, Infosys Technologies(INFY) is the second-largest IT services company in India, and among the fastest-growing IT services organization in the world. The company is well equipped to weather bad conditions because of its strong balance sheet and a proactive management team. Taiwan semiconductor(TSM) is a way to gain exposure to a potential tech turnaround. The company is a clear leader in its field with superior technology. The company has a strong balance sheet, with USD5.6 billion in cash. Watsco(WSO) is a Heating and A/C products maker, largest independent distributor in the U.S. The stock price is currently at a steep discount to the intrinsic value of the business. Value investors can buy the stock on pullbacks below $30 a share.
Sat March 7th 2009 daily stock tracking
Zacks - Omnicare(OCR) provides geriatric pharmaceutical services and trades at 9x projected earnings. Shanda Interactive(SNDA) is a Chinese provider of online games and trades at 10.4x projected earnings.
Fast Money - Go long Alcoa(AA), Chesapeake Energy(CHK), Family Dollar(FDO). Also like, Smithfield Foods(SFD), Imperial Sugar(IPSU) and Suncor Energy(SU), final trades, Financial Bull 3x ETF(FAS), Coca-Cola(KO), OSX Calls, McDonalds(MCD).
Fast Money - Go long Alcoa(AA), Chesapeake Energy(CHK), Family Dollar(FDO). Also like, Smithfield Foods(SFD), Imperial Sugar(IPSU) and Suncor Energy(SU), final trades, Financial Bull 3x ETF(FAS), Coca-Cola(KO), OSX Calls, McDonalds(MCD).
Sunday, March 15, 2009
Friday March 6th 2009 daily stock tracking
Street - Fast Money, look for some quality companies to invest in such as Exxon Mobil(XOM), Intel(INTC), Broadcom(BRCM), Dell (DELL) and Freeport McMoRan(FCX). Final trades, Oracle(ORCL), Oil Services HOLDRs(OIH), Visa (V). Upgrades - Biomarin(BMRN) $17, Celanese(CE) $10, Foster Wheeler(FWLT) $20, Hewlett-Packard(HPQ) $35, McDermott(MDR) $15, NII Holdings(NIHD), Palm(PALM) $10, Mylan(MYL) $14, AT&T(T) $28, Xilinx(XLNX) $21, Macy's(M) $8.25, McDermott(MDR) $15, Advance Auto Parts(AAP) $42, American Eagle(AEO) $11, Marvell Technology(MRCL) $12, Urban Outfitters(URBN) $22.
TheStockAdvisors - Motorola(MOT) is a fallen tech leader and has a chance to double or triple once the market turns around. The stock has fallen nearly 70% from its lofty highs of $26 a share two years ago. Motorola recently signed an agreement with Google to develop a new smartphone, a high-end product that will run on the Google-backed Android operating system. Recently co-Chief Executive Greg Brown bought 525,000 shares of Motorola (worth $2 million) at about $3.83 each. The other co-Chief Executive also bought 200,000 shares at $3.67, an investment of $734,000. Even more importantly, activist shareholder Carl Icahn has been buying and now owns more than 140 million shares.
TheStockAdvisors - Motorola(MOT) is a fallen tech leader and has a chance to double or triple once the market turns around. The stock has fallen nearly 70% from its lofty highs of $26 a share two years ago. Motorola recently signed an agreement with Google to develop a new smartphone, a high-end product that will run on the Google-backed Android operating system. Recently co-Chief Executive Greg Brown bought 525,000 shares of Motorola (worth $2 million) at about $3.83 each. The other co-Chief Executive also bought 200,000 shares at $3.67, an investment of $734,000. Even more importantly, activist shareholder Carl Icahn has been buying and now owns more than 140 million shares.
Thur March 5th 2009 daily stock tracking
Street - Fast Money, China stimulus will mean investment opportunities in industrial metals and certainly in crude oil. American Eagle(AEO) is a retail favorite, it has significant scale, contained operating costs, and has tons of cash to survive the retail slowdown. The expectations are so low that even a slight miss will be a positive for the stock (which is up 7% in 2009). Final trades, Flowserve(FLS), Campanhia Vale(RIO), and Aecom(AEM). Upgrades, Adobe Systems(ADBE) $21, Baidu.com(BIDU) $181, AT&T(T) $31, Verizon(VZ) $34, Costco(COST) $47, Honeywell(HON) $30, Joy Global(JOYG) $26, Lubrizol(LZ) $32, Oracle(ORCL) $19, Tyco(TYC) $24. Bull on Wal-Mart(WMT), Kinder Morgan Energy Partners(KMP), Waste Management(WMI), Qwest Communications(Q), (UPS), BHP Billiton(BHP), Verizon(VZ), Anadarko Petroleum(APC).
Wed March 4th 2009 daily stock tracking
Street - Cramer, (BP), Steel Dynamics(STLD), United States Steel(X), Nucor(NUE), Costco(COST) under $40, Research in Motion(RIMM), Apple(AAPL). Oil has bottomed, buy Exxon(XOM), ConocoPhillips(COP), Terex(TEX) and Occidental(OXY). Freeport-McMoRan(FCX) & Caterpillar(CAT) are signs that the chinease stimulus is working. Dominion Resources(D) is an Obama-resistant stock, Dominion's directors and officers just purchased 75,000 shares of the company's stock because they feel the shares are under valued. The company is already in the bottom third of utilities when it comes to carbon intensity. They are expanding its natural gas, bio mass and nuclear fleets. Cramer welcomed Joy Global (JOYG) president and CEO Mike Sutherlin to the show to discuss the outlook for coal in a new cap-and-trade world, 80% of new coal plants will be built outside of the U.S. in coming years. Bull on Bucyrus International(BUCY), Home Depot(HD), Sears Holding(SHLD), CBRL Group(CBRL), Caterpillar(CAT). Biomarin(BMRN) $17, Celanse(CE) $10, Foster Wheeler(FWLT) $20, Hewlett-Packard(HPQ) $35, McDermott(MDR) $15/$16, NII Holdings(NIHD), Palm(PALM) $10, Mylan(MYL) $14, Nokia(NOK) $12, AT&T(T) $28, Xilinx(XLNX)$21. Top 5 large-caps - (MCD),(GILD), (MHS), (DNA), (APOL).
IBD - Ralcorp Holdings(RAH) makes many foods sold under store brand labels, they have a strong combination of technical and fundamental health.
IBD - Ralcorp Holdings(RAH) makes many foods sold under store brand labels, they have a strong combination of technical and fundamental health.
Saturday, March 14, 2009
Tue March 3rd 2009 daily stock tracking
Street - High-Dividend portfolio, (TNH),(RYN),(BP),(EPE),(VZN),(BCE),(PAYX),(MS),(ERIE),(ETN),(PPG),(WSO),(PM),(SYY). also look at (ATN). Top 5 all-around value stocks, Medco Health Solutions(MHS), (WMT), FPL Group(FPL) owns and operates Florida power and light, Raytheon(RTN), and Nippon Telegraph and Telephone(NTT). Upgrades - Noble(NE) $32, Altera(ALTR), FTI Consulting(FCN), First Solar(FSLR) $155, AmeriGas Partners(APU). Cramer - bull on BP(BP), United States Steel(X), Nucor(NUE), Costco(COST), Research in Motion(RIMM), Apple(AAPL).
TheStockAdvisors - Potash(POT) is trading at a low 7.6 times projected 2009 earnings and is excellent value. Buy Potash Corporation on price pullbacks with a target of $150.
TheStockAdvisors - Potash(POT) is trading at a low 7.6 times projected 2009 earnings and is excellent value. Buy Potash Corporation on price pullbacks with a target of $150.
Monday March 2nd 2009 daily stock tracking
Street - Top 5 fast-growth, (DV), (GILD), Haemonetics(HAE) blood processing technology, (ABT), and HMS Holdings(HMSY) provides services related to government healthcare. Upgrades - Aeropostale(ARO) $25, Becton Dickinson(BDX) $78, Blackstone(BX) $6, Cisco(CSCO) $24, J.P.Morgan(JPM) $30, Steel Dynamics(STLD) $15, Tyco(TYC) $25, SBA Communications(SBAC), Southwestern Energy(SWN) $42, Wellpoint(WLP) $53, Calgon Carbon(CCC). Mad money recap - Buy Pepsi(PEP) Cramer said Pepsi is a growth story, with a 37-year history of consecutive dividend raises and 11% growth in the company's international revenue. He said the company is also a play on the recovery in China, a country where Pepsi continues to expand. Edison International(EIX) is a utility with a 4.9% yield.
Barron's - Five Alternative-Energy Bets: ABB, Waste Management, FPL Group, Jacobs Engineering and Eaton.
TheStockAdvisors - Two long-term growth favorites in health-care; AstraZeneca(AZN) that trades at just seven times estimated 2009 earnings, AstraZeneca shares trade at a 46% discount to the five-year average forward valuation of 13. Johnson & Johnson(JNJ) has a promising drug pipeline having filed five new pharmaceutical compounds with the FDA in 2008 and plans to submit several more over the next two years.
Forbes - Stryker(SYK) has leading market positions in artifical joints and hospital equipment, the stock still appears cheap as shares trade at 14 times the lowest 2009 estimate, well below the five-year average forward price/earnings ratio of 34.
Barron's - Five Alternative-Energy Bets: ABB, Waste Management, FPL Group, Jacobs Engineering and Eaton.
TheStockAdvisors - Two long-term growth favorites in health-care; AstraZeneca(AZN) that trades at just seven times estimated 2009 earnings, AstraZeneca shares trade at a 46% discount to the five-year average forward valuation of 13. Johnson & Johnson(JNJ) has a promising drug pipeline having filed five new pharmaceutical compounds with the FDA in 2008 and plans to submit several more over the next two years.
Forbes - Stryker(SYK) has leading market positions in artifical joints and hospital equipment, the stock still appears cheap as shares trade at 14 times the lowest 2009 estimate, well below the five-year average forward price/earnings ratio of 34.
Sat Feb 28th 2009 daily stock tracking
Street - Fast Money, final trades Toyota(TM), IBM(IBM), Foot Locker(FL), McDonald's(MCD).
Week Summary - Energy, (USO), (XOM), (PBR), (BP), (EPD). Gold, (GLD), (GGN). Fertalizer, (TNH), (DBA). Medical, still like a lot of drug stocks, (RMD). China ETFs, (FXI), (EWH). Dividends, (ED), also like (PEP).
Week Summary - Energy, (USO), (XOM), (PBR), (BP), (EPD). Gold, (GLD), (GGN). Fertalizer, (TNH), (DBA). Medical, still like a lot of drug stocks, (RMD). China ETFs, (FXI), (EWH). Dividends, (ED), also like (PEP).
Thursday, March 12, 2009
Friday Feb 27th 2009 dailystocktracking
Street - Top 5 small-cap, American Physicians Service Group(AMPH) an insurance and financial services firm, NCI(NCIT) provides information technology services to the government, Emergency Medical Services(EMS) provides emergency staffing to hospitials, American Physicians Capital(ACAP) is a medical insurance holding company, Orchids paper products(TIS) manufactures bulk tissue paper. Fast Money recap - final trades, Morgan Stanley(MS), Exxon Mobil(XOM), preferred shares of Wells Fargo(WB). Upgrades - Omnicare(OCR) $34, Thoratec(THOR) $31, Verizon(VZ) $34, Dean Foods(DF) $26, FTI Consulting(FCN) $60, Hansen Natural(HANS) $40, J.P.Morgan(JPM) $46, Nasdaq(NDAQ) $32, Philip morris(PM) $50, Southwestern Energy(SWN) $45. Mad Money - Defensive stocks like Wal-Mart(WMT), McDonald's(MCD), Ralcorp(RAH), Treehouse Brands(THS). For a China play he likes BHP Billton(BHP) with it's juicy 4.5% dividend yield. Shares of BHP have fallen from a high of $95 a share all the way down to just $36 today. Cramer said the company has a strong balance sheet, with more than enough free cash flow to cover its dividend payments. The company is also taking market share, making it the perfect way to play the Chinese recovery. The risk on stocks such as Permian Basin Royalty Trust(PBT), BP(BP), and SPDR Gold Shares(GLD) is low. Bull on Terra Nitrogen(TNH), ConAgra Foods(CAG), Air Products and Chemicals(APD), Walt Disney(DIS), Papa Johns Internationa(PZZA), and Darden Restaurants(DRI).
TheStockAdvisors - Gabelli Global Gold, Natural Resources & Income Trust(GGN), GGN invests primarily in equity securities of gold and natural resources companies and intends to earn income primarily through a strategy of writing (selling) covered call options on equity securities in its portfolio. It has a dividend payout that translates into a whopping 13.35% yield. Enterprise Products Partners (EPD) is one of the largest and oldest MLPs in the US. It owns pipelines, processing facilities and production platforms in the Gulf of Mexico, among other assets. This is one of the steadiest, most cash-flow-positive businesses you'll encounter. The pipeline transportation business offers steady, dependable cash flows that don’t change based on commodity prices. Yielding more than 9%, EPD is a buy under 27. Linn Energy (LINE) isn’t involved in the midstream business but actually produces oil and natural gas. Linn has locked in prices above $8 per MMBtu for gas and $90 a barrel for oil out to 2012. Yielding around 15%, Linn Energy is a buy under 20. Tortoise Energy Infrastructure Fund (TYG) is a buy under 27. Also, Bullish on Coinstar(CSTR) and iShares MSCI Brazil ETF(EWZ).
Zacks - Baxter International(BAX) just declared a quarterly dividend.
Fool - America Movil(AMX) is the dominant cellular provider in Mexico, shown a willingness to repurchase shares and pay a dividend.
TheStockAdvisors - Gabelli Global Gold, Natural Resources & Income Trust(GGN), GGN invests primarily in equity securities of gold and natural resources companies and intends to earn income primarily through a strategy of writing (selling) covered call options on equity securities in its portfolio. It has a dividend payout that translates into a whopping 13.35% yield. Enterprise Products Partners (EPD) is one of the largest and oldest MLPs in the US. It owns pipelines, processing facilities and production platforms in the Gulf of Mexico, among other assets. This is one of the steadiest, most cash-flow-positive businesses you'll encounter. The pipeline transportation business offers steady, dependable cash flows that don’t change based on commodity prices. Yielding more than 9%, EPD is a buy under 27. Linn Energy (LINE) isn’t involved in the midstream business but actually produces oil and natural gas. Linn has locked in prices above $8 per MMBtu for gas and $90 a barrel for oil out to 2012. Yielding around 15%, Linn Energy is a buy under 20. Tortoise Energy Infrastructure Fund (TYG) is a buy under 27. Also, Bullish on Coinstar(CSTR) and iShares MSCI Brazil ETF(EWZ).
Zacks - Baxter International(BAX) just declared a quarterly dividend.
Fool - America Movil(AMX) is the dominant cellular provider in Mexico, shown a willingness to repurchase shares and pay a dividend.
Thursday Feb 26th 2009 dailystocktracking
Street - Fast Money, final trades, sohu.com(SOHU), preferred stock of Wells Fargo(WF), Visa(V). Upgrades - CenterPoint Energy(CNP) $12, Dollar Tree(DLTR) $42, Smithfield Foods(SFD) $12, Cummins(CMI) $33, Eaton Vance(EV) $21, Herbalife(HLF) $24. Cramer - Worried about Obama killing health-care companies, stick with companies that can raise their dividends like Coca-Cola (KO) and Colgate-palmolive(CL), he's a big fan of gold and oil and would buy Permian Basin Royalty Trust(PBT) under $9. Bull on Marathon Oil(MRO), Del Monte Foods(DLM), Dean Foods(DF), Nucor(NUE), McDonald's(MCD), Alcoa(AA), Smith International(SII).
TheStockAdvisors - Powershares Agriculture(DBA) compelling long-term bull market as long as population growth exceeds arable food supply. It’s the purest way to speculate in these important commodities. Staples(SPLS) is a company with investor-focused management, executive compensation is broken down by base salary, performance-based cash bonuses, long-term equity incentives, and retirement benefits. Bonuses are based on performance measured by sales (20%), earnings (30%), return on net assets (30%), and customer service levels (20%). The CEO must own stock valued at 5x his salary, the CFO and COO at least 4x their salaries, and other officers ranging between 2x to 3x their salaries. Defense, invest in military stocks. Defense will rival infrastructure for receiving large federal contracts over the next few years. Lockheed Martin (NYSE: LMT), Northrop Grumman (NYSE: NOC), Raytheon (NYSE: RTN) and Orbital Sciences (NYSE: ORB) are all in line for rising proļ¬ts. You can get a stocks in all of these stocks, plus a few more top suppliers, by purchasing the Fidelity Select Defense & Aerospace Fund (FSDAX).
Investopedia - 4 dividend increasing stocks, Archer Daniels Midland(ADM) is a dominant name in the agriculture and food commodities industries; Avon Products(AVP); Honeywell(HON) now yeilds 4%. The company is expected to be a main beneficiary of President Obama's stimulus package, which calls for improvements to the U.S. power grid, a key line of business for Honeywell, trades at approximately 3.2 times book value and at a forward P/E ratio of 9.2; and 3M(MMM).
TheStockAdvisors - Powershares Agriculture(DBA) compelling long-term bull market as long as population growth exceeds arable food supply. It’s the purest way to speculate in these important commodities. Staples(SPLS) is a company with investor-focused management, executive compensation is broken down by base salary, performance-based cash bonuses, long-term equity incentives, and retirement benefits. Bonuses are based on performance measured by sales (20%), earnings (30%), return on net assets (30%), and customer service levels (20%). The CEO must own stock valued at 5x his salary, the CFO and COO at least 4x their salaries, and other officers ranging between 2x to 3x their salaries. Defense, invest in military stocks. Defense will rival infrastructure for receiving large federal contracts over the next few years. Lockheed Martin (NYSE: LMT), Northrop Grumman (NYSE: NOC), Raytheon (NYSE: RTN) and Orbital Sciences (NYSE: ORB) are all in line for rising proļ¬ts. You can get a stocks in all of these stocks, plus a few more top suppliers, by purchasing the Fidelity Select Defense & Aerospace Fund (FSDAX).
Investopedia - 4 dividend increasing stocks, Archer Daniels Midland(ADM) is a dominant name in the agriculture and food commodities industries; Avon Products(AVP); Honeywell(HON) now yeilds 4%. The company is expected to be a main beneficiary of President Obama's stimulus package, which calls for improvements to the U.S. power grid, a key line of business for Honeywell, trades at approximately 3.2 times book value and at a forward P/E ratio of 9.2; and 3M(MMM).
Wed Feb 25th 2009, dailystocktracking
Street - Top 5 large-caps, (GILD),(MCD),(ABT),Medco Health Solutions(MHS) is a pharmacy benefit manager,(BAX). Fast Money recap, with oil at $40 they like refiners Chevron(CVX), ConocoPhillips(COP) and Exxon Mobile(XOM). Value stocks, Altria(MO), IBM(IBM), Lockheed Martin(LMT), HP(HPQ), XTO Energy(XTO). Final trades, Morgan Stanley(MS), Abbott Labs(ABT), Sasol(SSL), and HP(HPQ). Upgrades - Chubb(CB) $53, Mylan(MYL) $16, AT&T(T) $28, Teva(TEVA) $54, Foster Wheeler(FWLT) $22, Home Depot(HD) $24, Microsoft(MSFT) $21, Wal-Mart(WMT) $58, Amazon.com(AMZN). Cramer bull on, IBM(IBM), PPL Corp(PPL), Exelon(EXC), Consolidated Edison(ED).
IBD - Article on Buffalo Wild Wings(BWLD).
TheStockAdvisors - Inverness Medical(IMA) is a developer of consumer medical diagnostic products. Shares currently trade at 9x 2010 EPS estimates, fair value is 16x forward earnings with a one year price target of $37.
Fool - (BP) involved in biofuels by teaming up with Verenium Corp(VRNM) for a biofuels plant in Florida, this will be aided by government mandates.
IBD - Article on Buffalo Wild Wings(BWLD).
TheStockAdvisors - Inverness Medical(IMA) is a developer of consumer medical diagnostic products. Shares currently trade at 9x 2010 EPS estimates, fair value is 16x forward earnings with a one year price target of $37.
Fool - (BP) involved in biofuels by teaming up with Verenium Corp(VRNM) for a biofuels plant in Florida, this will be aided by government mandates.
Tue February 24th, 2009 dailystocktracking
Street - Top 5 value stocks, Nippon Telegraph and Telephone(NTT) provides telecommunications services in Japan, Wal-Mart Stores(WMT), Raytheon(RTN) specializes in defense, FPL Group(FPL) owns and operated Florida Power & Light Company, Yum Brands(YUM). Fast Money, like Petrobras Energia(PZE), Family Dollar(FDO), Vale(RIO), Amgen(AMGN), Mylan(MYL). Upgrades, Marvell Technology(MRVL) $10, Spectra Energy(SE) $19, Altria(MO) $18, Hot Topic(HOTT). Cramer, Visa(V), MasterCard(MA), Goldman Sachs(GS), Pepsi(PEP) is the better stock to own, but Coca-Cola(KO) is good also. Bull on MAXIMUS(MMS), AT&T(T), Johnson&Johnson(JNJ).
TheStockAdvisors - United Technologies(UTX) is in aerospace, elevators, heating and cooling systems, and fire-protection products. Its "green" activites include development of a fuel cell for automotive use. The stock is now at 10x 2009 earnings, should beat the market in the next year or two, and yields 3%. Immucor(BLUD) makes machines that automate blood analysis, it is state of the art equipment with little competition.
IBD - bullish article on Etna Health(ATHN) which is involved in computerized medical records.
TheStockAdvisors - United Technologies(UTX) is in aerospace, elevators, heating and cooling systems, and fire-protection products. Its "green" activites include development of a fuel cell for automotive use. The stock is now at 10x 2009 earnings, should beat the market in the next year or two, and yields 3%. Immucor(BLUD) makes machines that automate blood analysis, it is state of the art equipment with little competition.
IBD - bullish article on Etna Health(ATHN) which is involved in computerized medical records.
Wednesday, March 11, 2009
Monday Feb 23rd 2009, dailystocktracking
Street - Problems with Obama Housing Plan; The rules will require that banks modify mortgages such that the maximum debt-to-income ratio (the amount of money you spend each month on your mortgage), or DTI, for a homeowner is 31%. Banks will write down mortgages by principle reduction, lowering rates, extending out the length of the loan or dropping payments - or all of the above - to meet the 31% DTI requirement. The government (taxpayers, 90% of whom are still paying their home loan on time) will then split the difference with the bank. The plan won't work. It doesn't address jumbo mortgages, many of which are about to reset this year and through 2011 and don't qualify for Freddie or Fannie mortgages. It doesn't address the moral hazard of so many people I read about and hear from that are literally not paying their mortgage, but instead are waiting for a government handout. It doesn't address those who are frustrated by seeing big banks and the "Big 3" given billions of our taxpayer dollars while they pay their negative amortization mortgage on a home that is $200,000 under water -- homeowners that are now encouraging their spouses to quit their jobs so they can get an even lower payment under the new 31% DTI. People will re-default on their loans if the property value goes down to have their payments lowered again. Perhaps the most toxic component of the plan is what's known as the cramdown -- allowing bankruptcy judges the ability to force lenders to write principle balances down to something affordable and reasonable by the homeowner. This plan is highly flawed. It doesn't address the jumbo markets and the next wave of foreclosures. It certainly does nothing for those who are dutifully paying their mortgage. It encourages lack of competency and accountability. It will allow refinances through Fannie and Freddie that are paid for and subsidized by the taxpayer. It doesn't stop people who lied on their mortgage applications the first time from lying for a modification. It may hurt many honest hardworking people.
Article - Deflating the hype about Deflation; Deflation is caused by a reduction in the supply of money available in an economy, relative to the goods and services available. The most classic example of this is in Japan. Many people believe that the U.S. is headed for a similar fate because of our housing and stock market collapse combined with the credit crisis. First, the U.S. government has moved forward with these anti-deflationary policies, zero interest rates, quantitative easing and massive government spending, in short order. Second, it is in the national interest of the U.S. and the personal interest of most American consumers to create inflation. This will decrease the value of the dollar and make it easier to repay debt. Third, Japan produces too much and consumes too little, relative to the size of its economy and its stage of development. This is exactly the opposite of the U.S. We are far less likely to fall into a long-term deflationary spiral because there are not likely to be too many goods and services produced relative to demand. People should not confuse short-term declines in commodity prices and asset prices caused by a recession with long-term deflation. Gold and other hard assets are a good long-term value to protect your cash against future inflation. On a relative basis, oil is probably the best value of any investment today, because it has collapsed down to unsustainably low levels and almost has to go up substantially over the next six to 12 months. Consider U.S. Oil Fund ETF(USO) or (UCO), also oil stock funds like (XLE) or (OIH). Wait on a pull-back on gold to buy (GLD) or (DGP). Another way to benefit from future inflation is to take advantage of low-interest rates and lock in long-term financing to buy income property. Cramer, dividen stocks, Terra Nitrogen(TNH) yield 9.8%, and FPL Group(FPL), a Florida based electric utility, yield 3.9%. Bull on, (WMT),(RIMM),(CAT),(AGN),(GS),(V),(MA). Top 5 fast-growth, (GILD), (DV), (STRA), ManTech International(MANT) technologies for national security, and Haemonetics(HAE) is a global leader in blood processing equipment. 5 Buy-rated drug stocks; Johnson&Johnson(JNJ), Novartis(NVS), Abbott Labs(ABT), Wyeth(WYE), and Bristol-Myers Squibb(BMY). Each company's shares are attractively priced at less than 14 times analysts' estimates for 2010 earnings, they're forecast to increase profits next year, and their cash flow and balance sheets are healthy, and they have dividend yields of 2.6% to 5.7%. Upgrades, Intuit(INYU) $27, Limited Brands(LTD) $10, Mylan(MYL) $16, Psychiatric Solutions(PSYS) $34, Exxon Mobile(XOM) $80.
TheStockAdvisors - PepsiCo(PEP) has built an impressive lineup of 18 brands, Aquafina, Gatorade, Amp, Lipton and Starbucks partnerships, Frito Lay division which includes Doritos, Tostitos, cheetos, Ruffle's, and Cracker Jack. The stock has pulled back in the last year and now trades at 15x earnings, a discount to the normal 20x. The company is spreading through regions that represent 86% of the worlds population, and 45 of the 50 fasest growing economies. yield is 3.3%. Three China ETFs, iShares FTSE/Xinhua China 25 Index Fund(FXI) is the Chinease version of the Dow and covers 25 companies, iShares MSCI Hong Kong Index Fund(EWH) is much more broadly based covering 85% of Chinease stocks and yields 5.9% at current levels, PowerShares Golden Dragon Halter USX China Portfolio(PGJ) is comprised of U.S. companies that derive a majority of their profits from China.
Zacks - ResMed(RMD) and Steris Corporation(STE) both beat earnings estimates.
Fool - Petroleo Brasileiro(PBR) has several promising big finds offshore. Talks are under-way with China to finance up to $10 billion to recover this oil. This only serves to increase the interest in Petrobras.
Article - Deflating the hype about Deflation; Deflation is caused by a reduction in the supply of money available in an economy, relative to the goods and services available. The most classic example of this is in Japan. Many people believe that the U.S. is headed for a similar fate because of our housing and stock market collapse combined with the credit crisis. First, the U.S. government has moved forward with these anti-deflationary policies, zero interest rates, quantitative easing and massive government spending, in short order. Second, it is in the national interest of the U.S. and the personal interest of most American consumers to create inflation. This will decrease the value of the dollar and make it easier to repay debt. Third, Japan produces too much and consumes too little, relative to the size of its economy and its stage of development. This is exactly the opposite of the U.S. We are far less likely to fall into a long-term deflationary spiral because there are not likely to be too many goods and services produced relative to demand. People should not confuse short-term declines in commodity prices and asset prices caused by a recession with long-term deflation. Gold and other hard assets are a good long-term value to protect your cash against future inflation. On a relative basis, oil is probably the best value of any investment today, because it has collapsed down to unsustainably low levels and almost has to go up substantially over the next six to 12 months. Consider U.S. Oil Fund ETF(USO) or (UCO), also oil stock funds like (XLE) or (OIH). Wait on a pull-back on gold to buy (GLD) or (DGP). Another way to benefit from future inflation is to take advantage of low-interest rates and lock in long-term financing to buy income property. Cramer, dividen stocks, Terra Nitrogen(TNH) yield 9.8%, and FPL Group(FPL), a Florida based electric utility, yield 3.9%. Bull on, (WMT),(RIMM),(CAT),(AGN),(GS),(V),(MA). Top 5 fast-growth, (GILD), (DV), (STRA), ManTech International(MANT) technologies for national security, and Haemonetics(HAE) is a global leader in blood processing equipment. 5 Buy-rated drug stocks; Johnson&Johnson(JNJ), Novartis(NVS), Abbott Labs(ABT), Wyeth(WYE), and Bristol-Myers Squibb(BMY). Each company's shares are attractively priced at less than 14 times analysts' estimates for 2010 earnings, they're forecast to increase profits next year, and their cash flow and balance sheets are healthy, and they have dividend yields of 2.6% to 5.7%. Upgrades, Intuit(INYU) $27, Limited Brands(LTD) $10, Mylan(MYL) $16, Psychiatric Solutions(PSYS) $34, Exxon Mobile(XOM) $80.
TheStockAdvisors - PepsiCo(PEP) has built an impressive lineup of 18 brands, Aquafina, Gatorade, Amp, Lipton and Starbucks partnerships, Frito Lay division which includes Doritos, Tostitos, cheetos, Ruffle's, and Cracker Jack. The stock has pulled back in the last year and now trades at 15x earnings, a discount to the normal 20x. The company is spreading through regions that represent 86% of the worlds population, and 45 of the 50 fasest growing economies. yield is 3.3%. Three China ETFs, iShares FTSE/Xinhua China 25 Index Fund(FXI) is the Chinease version of the Dow and covers 25 companies, iShares MSCI Hong Kong Index Fund(EWH) is much more broadly based covering 85% of Chinease stocks and yields 5.9% at current levels, PowerShares Golden Dragon Halter USX China Portfolio(PGJ) is comprised of U.S. companies that derive a majority of their profits from China.
Zacks - ResMed(RMD) and Steris Corporation(STE) both beat earnings estimates.
Fool - Petroleo Brasileiro(PBR) has several promising big finds offshore. Talks are under-way with China to finance up to $10 billion to recover this oil. This only serves to increase the interest in Petrobras.
Tuesday, March 10, 2009
Sat Feb 21st 2009, dailystocktracking
Week Summary - OK, as you can see from the variation in my posting date and information date, I am well behing on my blog. This is due to several factors, moving, busy at work, an I've been going snowboarding on my days off!
Health Care still seems to be the most recommended sector, I like Gilead(GILD), and Celgene(CELG) in the biotech, Cerner(CERN) in electronic medical records, and Teva Pharmaceuticals(TEVA) for generic medications. China's stimulus should benefit Freeport McMoRan Copper & Gold(FCX), (YUM), (MCD). The Stimulus package has 20B for food stamps for the poor which should benefit Wal-Mart(WMT) and Family Dollar Stores(FDO); construction companies such as URS Corp(URS) for infrastructure, Astec Industries(ASTE) for roads, and MasTec(MTZ) for utilities should benefit. Big, Dividend paying companies with plenty of cash to keep it up are nice, such as (BP) oil, Consolidated edison(ED) utilities, and Southern(SO) utilities. Energy should rebound, look at Petrobras(PBR), (BTU) for coal, and Energy Conversion Devices(ENER) for solar and batteries. I also like Wal-Mart(WMT), (YUM), McDonald's(MCD), (HPQ), and (INTC).
Street - Fast Money recap, like Foot Locker(FL), and Buckle(BKE) as bargin retail stocks, also (GMCR) and Home Depot(HD) for its valuation and balance sheet, final trades (IBM) and Wells Fargo (WF).
Health Care still seems to be the most recommended sector, I like Gilead(GILD), and Celgene(CELG) in the biotech, Cerner(CERN) in electronic medical records, and Teva Pharmaceuticals(TEVA) for generic medications. China's stimulus should benefit Freeport McMoRan Copper & Gold(FCX), (YUM), (MCD). The Stimulus package has 20B for food stamps for the poor which should benefit Wal-Mart(WMT) and Family Dollar Stores(FDO); construction companies such as URS Corp(URS) for infrastructure, Astec Industries(ASTE) for roads, and MasTec(MTZ) for utilities should benefit. Big, Dividend paying companies with plenty of cash to keep it up are nice, such as (BP) oil, Consolidated edison(ED) utilities, and Southern(SO) utilities. Energy should rebound, look at Petrobras(PBR), (BTU) for coal, and Energy Conversion Devices(ENER) for solar and batteries. I also like Wal-Mart(WMT), (YUM), McDonald's(MCD), (HPQ), and (INTC).
Street - Fast Money recap, like Foot Locker(FL), and Buckle(BKE) as bargin retail stocks, also (GMCR) and Home Depot(HD) for its valuation and balance sheet, final trades (IBM) and Wells Fargo (WF).
Friday, March 6, 2009
Friday Feb 20th 2009 dailystocktracking
Street - Upgrades, Aflac(AFL)$36, Dollar Tree(DLTR)$43, FLIR Systems(FLIR)$29, WebMD(WBMD)$25, Apache(APA)$115, First Solar(FSLR)$190, Intuit(INTU)$28, XTO Energy(XTO)$40. 16 ETF's with the lowest P/E ratios, may be undervalued?
ETF Low PE
Fund (Ticker) Rating Total Return 1 Year Avg Price/ Earnings
Market Vectors - Russia ETF (RSX US) E- -76.3% 1.75
Claymore/Delta Global Shipping Index ETF (SEA US) U NA 2.63
SPDR S&P Emerging Europe ETF (GUR US) E- -69.0% 3.6
iShares MSCI Turkey Index Fund (TUR US) U NA 3.61
Market Vectors - Steel Index Fund (SLX US) E- -64.4% 3.94
iShares FTSE China HK Listed Index Fund (FCHI US) U NA 4.03
First Trust Dow Jones STOXX European Select Dividend Index Fund (FDD US) E -62.2% 4.79
iShares Dow Jones EPAC Select Dividend Index Fund (IDV US) D- -57.3% 4.94
iShares MSCI Italy Index Fund (EWI US) C+ -54.2% 5.01
First Trust DJ Global Select Dividend Index Fund (FGD US) E+ -56.3% 5.07
Powershares Dynamic Europe Portfolio (PEH US) E- -56.1% 5.14
iShares MSCI Belgium Investable Market Index Fund (EWK US) C- -62.5% 5.37
PowerShares Dynamic Developed International Opportunities Portfolio (PFA US) D- -56.9% 5.4
Market Vectors - Agribusiness ETF (MOO US) E+ -50.4% 5.51
Claymore/SWM Canadian Energy Income Index ETF (ENY US) E- -59.1% 5.55
iShares MSCI France Index Fund (EWQ US) B- -46.9% 5.67
Source: Bloomberg & TheStreet.com Ratings.
Four companies growing in poor economy, Greem Mountain Coffee Roasters(GMCR), Ralcorp(RAH), The Buckle(BKE), and Marvel Entertainment(MVL). Other good "Street Stocks", Obama health plan, Cerner and CR Bard; Walmart(WMT) best business model; utility dividen plays, (SO)Southern, Consolidated Edison, and Wisconsin Energy; Intel(INTC)nice dividend play and (HPQ) in high-tech; China stimulus plays, (FCX),(RIO),(CAT),(NUE),(THN),(MCD),(YUM),(PEP),(RTP),(X). Mad Money Recap, "I will survive portfolio" Verizon(VZ), AT&T(T), Wal-Mart(WMT), BP(BP) has a 8.3% yield, General Mills(GIS) is cheap by historical standards at 13x earnings, and Agnico-Eagle Mines(AEM). Bull on Vnus Medical Technologies(VNUS), Dominion Resources(D), GMX Resources(GMXR), Merck(MRK), Bristol-Myers Squibb(BMY), and Abbott Laboratories(ABT).
TheStockAdvisors - Celgene(CELG) is a buy under $73. Ensign(ENSG) is a nursing care company, it should be selling in the low $30s 3-5 years from now, and is currently in the mid-teens. Wal-Mart is a value stock, should advance to a minimum sell price of $65.64 in two to three years.
The Motley Fool - 3 dividend dynamos, Waste Management(WM), Procter&Gamble(PG), and StatoilHydro.
ETF Low PE
Fund (Ticker) Rating Total Return 1 Year Avg Price/ Earnings
Market Vectors - Russia ETF (RSX US) E- -76.3% 1.75
Claymore/Delta Global Shipping Index ETF (SEA US) U NA 2.63
SPDR S&P Emerging Europe ETF (GUR US) E- -69.0% 3.6
iShares MSCI Turkey Index Fund (TUR US) U NA 3.61
Market Vectors - Steel Index Fund (SLX US) E- -64.4% 3.94
iShares FTSE China HK Listed Index Fund (FCHI US) U NA 4.03
First Trust Dow Jones STOXX European Select Dividend Index Fund (FDD US) E -62.2% 4.79
iShares Dow Jones EPAC Select Dividend Index Fund (IDV US) D- -57.3% 4.94
iShares MSCI Italy Index Fund (EWI US) C+ -54.2% 5.01
First Trust DJ Global Select Dividend Index Fund (FGD US) E+ -56.3% 5.07
Powershares Dynamic Europe Portfolio (PEH US) E- -56.1% 5.14
iShares MSCI Belgium Investable Market Index Fund (EWK US) C- -62.5% 5.37
PowerShares Dynamic Developed International Opportunities Portfolio (PFA US) D- -56.9% 5.4
Market Vectors - Agribusiness ETF (MOO US) E+ -50.4% 5.51
Claymore/SWM Canadian Energy Income Index ETF (ENY US) E- -59.1% 5.55
iShares MSCI France Index Fund (EWQ US) B- -46.9% 5.67
Source: Bloomberg & TheStreet.com Ratings.
Four companies growing in poor economy, Greem Mountain Coffee Roasters(GMCR), Ralcorp(RAH), The Buckle(BKE), and Marvel Entertainment(MVL). Other good "Street Stocks", Obama health plan, Cerner and CR Bard; Walmart(WMT) best business model; utility dividen plays, (SO)Southern, Consolidated Edison, and Wisconsin Energy; Intel(INTC)nice dividend play and (HPQ) in high-tech; China stimulus plays, (FCX),(RIO),(CAT),(NUE),(THN),(MCD),(YUM),(PEP),(RTP),(X). Mad Money Recap, "I will survive portfolio" Verizon(VZ), AT&T(T), Wal-Mart(WMT), BP(BP) has a 8.3% yield, General Mills(GIS) is cheap by historical standards at 13x earnings, and Agnico-Eagle Mines(AEM). Bull on Vnus Medical Technologies(VNUS), Dominion Resources(D), GMX Resources(GMXR), Merck(MRK), Bristol-Myers Squibb(BMY), and Abbott Laboratories(ABT).
TheStockAdvisors - Celgene(CELG) is a buy under $73. Ensign(ENSG) is a nursing care company, it should be selling in the low $30s 3-5 years from now, and is currently in the mid-teens. Wal-Mart is a value stock, should advance to a minimum sell price of $65.64 in two to three years.
The Motley Fool - 3 dividend dynamos, Waste Management(WM), Procter&Gamble(PG), and StatoilHydro.
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