a summary of various stock recommendations from various sources.

Thursday, April 16, 2009

Wed April 15th 2009 dailystocktracking

Street - Fast Money Recap, Intel(INTC) was trading down after lowering guidance, stock is just taking a breather after going from $12 to $16, adding the stock looks interesting at $14.50, the company has set "the barometer so low" for a quarter where there's going to be "a dramatic beat." CSX(CSX), up 5% for the day, was impressive, sees the stock moving up to $32.50 to $33. Like the upward trend in copper and aluminum. The next investment opportunity is steel, in particular US Steel(X), which has fallen from $212 to $26. Final trades, Amgen (AMGN), Intel at $15, and Flowserve(FLS). Upgrades, Allegheny Energy(AYE) $40, Wendy's(WEN) $6.50, CSX(CSX) $34, Dr. Pepper(DPS) $23.

Wednesday, April 15, 2009

Tue April 14th 2009 daily stock tracking

Street - Upgrades, AK Steel(AKS) $12, Brocade(BRCD) $6, Salesforce.com(CRM) $44, Apple(AAPL) $152, Chevron(CVX) $84, Google(GOOG) $410/$430, Linear Technology(LLTC) $24, Moody's(MCO) $31, McGraw-Hill(MHP) $36, URS(URS) $43, Albemarie(ALB) $32, Gymboree(GYMB), Lam Research(LRCX) $35, Owens & Minor(OMI) $46, Aflac(AFL) $33, Express Scripts(ESRX) $75. Article, on Owens Corning(OC) for recovery in housing. Article, Motorola(MOT) $99 smartphone, with the help of Google's(GOOG) Android operating system, Motorola is focused on a segment of the market below the heavyweights, stock is up a mere 6% for the year. Mad Money Recap - Cramer said he trusts the high yielders because many of them are industrial companies, like Nucor(NUE) and Caterpillar(CAT), with long histories of paying dividends and little risk of that dividend being cut. Article, Intuitive Surgical(ISRG) rose Tuesday after a Lazard Capital Markets analyst upgraded the stock to "Buy," partly because he thinks Intuitive's robotic surgical devices will be used in more gynecological procedures, estimated the stock will rise more than 50 percent over the next year, In midday trading, the shares gained $4.46, or 3.9 percent, to $119.18. Lavin holds a price target of $180 per share on Intuitive stock, which implies a gain of about 57 percent.
TheStockAdvisors - ASA Ltd.(ASA) is a boutique investment management firm that specializes in precious metals stocks, the the long-tenured management team has delivered sparkling annual gains of 15.2% over the past decade. Double-digit discount, an experienced management team, a superior long-term track record, and an undervalued portfolio of the world's most dominant miners, I am adding ASA. ABB(ABB) a leader in energy-related technologies and utility infrastructure programs, the shares sell at a P/E of 8, with a 3.2% dividend yield, ABB infrastructure projects are not make-work, being vital to economic growth: power generation, efficiency maximization, electricity distribution. Trillions of stimulus dollars in the U.S., China, elsewhere, create opportunities for ABB which has the global reach and relationships to bid on projects everywhere.

Sunday, April 12, 2009

Friday April 3rd 2009 dailystocktracking

Street - Mad Money Recap, Celgene(CELG)is currently trading just three points off its 52-week low, down 47% from its recent highs, the company reported a worse-than-expected quarter and guided earnings estimates lower, the fundamentals haven't changed, the company still dominates the blood cancer market, and prescriptions for its premier products have been increasing and taking market share. Celgene is still a great company with excellent management, a strong balance sheet with $3.1 billion in cash, and estimated earnings growth of 20% for 2009. With shares trading at just 19 times its new estimates, Celgene is a buy. Bullish on Kinder Morgan(KMP), Cummins(CMI), Yahoo!(YHOO), Nordic American Tanker(NAT) and Chicago Bridge & Iron(CBI), Wal-Mart(WMT), Pepsi(PEP) is the winner of the cola wars trading at just 14x earnings, Sears(SHLD), Peabody Energy(BTU), Netflix(NFLX), Eldorado Gold(EGO), Visa(V), Agnico-Eagle Mines. Upgrades, Big Lots(BIG) $28, Dr.Pepper Snapper(DPS) $25, FMC Technologies(FTI) target raised to $45 from $27, IntercontinentalExchange(ICE) target raised to $90 from $60, Autodesk(ADSK) $23, Micron(MU) $5, Ashland(ASH) $17, ON Semiconductor(ONNN) $5, Reynolds(RAI) $48, Raytheon(RTN), VMWare(VMW), $29, Akami(AKAM) $25, Amazon.com(AMZN) $85, Apollo(APOL) $100, DuPont(DD) $29. Article, CEO of Las Vegas Sands(LVS) bought 23 Million worth of shares. Article, copper and semiconductors will lead recovery, iPath DJ-AIG Copper Total Return Sub-Index Exchange Traded Note(JJC), Freeport-McMoRan(FCX) and Jiangxi Copper(JIXAY); Taiwan Semiconductor(TSM), Intel(INTC) and the iShares North American Technology-Semiconductors Index Fund(IGW).
TheStockAdvisors - IBM(IBM) is a buy under $100. Encana(ECA) one of the best natural companies in the world, the number of rigs has been cut and reserves are decreasing, pays 3.8/5 yield, its 57% below its all-time high. Colgate(CG) is a great dividend payer, shares have been sold off, buy at $60.

Sat April 11th 2009 daily stock tracking

Week Summary - I like Microsoft(MSFT) at $19.50 they have a good dividend yield as you wait for the stock to recover. Kinder morgan Energy Partners(KMP) is an energy pipeline, good yield, stable business, will recover with oil prices. Cerner(CERN) is a good electronic medical records company with great earnings estimates. Nokia(NOK) could be a great turnaround story if thier new smart phones can compete with i-phone and blackberry, try for under $4. Wal-Mart(WMT) is the best retail, try to get $49-50. FPL Group(FPL) is a wind and solar energy company with good target estimates. Becton Dickinson(BDX) medical supplies, target $81-82, try for $67. Abbott Labs(ABT) $52-60 targets, try for $44. Celgene(CELG) good earnings estimates, look for $40.

Saturday, April 11, 2009

Monday april 6th 2009 dailystocktracking

Street - Top 5 fast-growth, Pegasystems(PEGA), Quality Systems(QSII), HMS Holdings(HMSY), Green Mountain Coffee Roasters(GMCR), NCI(NCIT). Upgrades, Advent Software(ADVS), Marten Transport(MRTN).
TheStockAdvisors - Celgene(CELG) sold off significantly after lowering guidance range, good opportunity to buy a "great growth story."
Forbes - Walt Disney (DIS), we believe that the current market volatility and economic weakness provide an opportunity to buy into a preeminent global brand at a temporarily depressed price. We recommend buying Disney stock up to 26.
IBD - Cerner(CERN) medical technology. AECOM Technology(ACM) Bilding-Heavy Construction.

Tue April 7th 2009 daily stock tracking

Street - Cramer, recommended a speculative stock, Siliconware Precision(SPIL) was so good it just couldn't wait. On the heels of his recommendations of Taiwan Semiconductor(TSM) and Xilinx(XLNX), Cramer said Siliconware is the new semiconductor stock that's poised to break out. Siliconware provides manufacturing, testing and packaging services for over 100 customers, including giants such as Intel(INTC) and Nvidia(NVDA), 8.5% dividend yield. Bullish on Nucor(NUE), Boston Scientific(BSX), Celgene(CELG), Terra Nitrogen(TNH), Pan American Silver(PAAS), Coach(COH) "I think this stock is too low. I want to be a buyer of Coach right here.", Cisco Systems(CSCO), "I understand the quarter is nothing to write home about, but I think this is the last bad quarter. Buy half a position at $17, half at $16 and you're in.", General Mills(GIS), Dominion Resources(D)they have a better portfolio of Obama-friendly properties.", Pan American Silver(PAAS) "I think that silver's pulled back. Buy it in stages. Upgrades, Brinker International(EAT) $18, Rackspace(RAX) $11.50, affiliated Computer services(ACS), North European Oil Royalty trust(NRT). Top 5 value; Silgan Holgings(SLGN), Family Dollar Stores(FDO), FPL Group(FPL), Church & Dwight(CHD), Elbit Systems(ESLT).
TheStockAdvisors - The safest dividends come from Annaly Mortgage Management(NLY), the real estate investment trust's entire income stream comes from U.S. government-backed securities, current leverage is under 7x, compared to 12 to 14x for most conservative banks, at the current rate, the shares yield 14.8%, but that could be reduced to half that in leaner times, and for short periods, recommend buying up to $16.25. No utility is better positioned in renewable energy than FPL Group(FPL), America’s top producer of both wind and solar power, buy FPL Group up to 55.

Wed April 8th 2009 daily stock tracking

Street - Mad Money Recap, Sprint(S) is a buy especially under $4, Research In Motion(RIMM) is trading at just 16 times earnings, bull on Abbott Labs(ABT) and Yahoo(YHOO). Mad Money Recap, like gold here and sees SPDR Gold Shares(GLD) headed back up to $90, like American Express(AXP) and Bed, Bath&Beyond(BBBY). Top 5 large-cap, Amazon.com(AMZN), FPL Group(FPL), Gilead Sciences(GILD), Wal-Mart(WMT), Apollo Group(APOL). Article, Bank Of America(BAC) will return to all-time highs, buy rating with a $14 interm price target. Article, Commodity related stocks to watch; Rio Tinto(RTP)is one of the world’s largest conglomerate commodity companies, Freeport-McMoRan Copper & Gold(FCX) freeport is one of the world’s largest copper, gold and molybdenum mining companies in terms of proven reserves and production levels, wait for a short-term pull-back under $42, Aloca(AA) is one of the world’s largest aluminum producers, Cliff Natural Resources(CLF) is the largest producer of iron ore in the U.S. Upgrades, Wynn Resorts(WYNN) $33, Cimarex Energy(XEC) $30, Apple(AAPL) $143, Kohl's(KSS) $50, Qualcomm(QCOM) $42, King Pharma(KG) $10, Micron(MU) $5, MetroPCS(PCS) $21.
TheStockAdvisors - Value in oil sector; Exxon Mobil(XOM), Lufkin Industries(LUFK) designs, engineers, manufactures, sells, installs and services oil field equipment and power transmission products for energy firms around the world, Oil States International(OIS) makes products used in deepwater oil production facilities and sub-sea pipelines, World Fuel Services Corp(INT) provides fuel and services to aircraft, petroleum distributors, and ships at more than 2,500 locations around the world. "Dividend Elite" -- stocks that have boosted their payouts for at least 35 years, favorite is Becton Dickinson(BDX) one of the rare companies where analysts have actually been increasing their 2009 earnings estimates over the last 90 days, trades at 13 times the fi scal 2009 estimate and is yielding 2%. Abbott Laboratories (ABT) is a global, broad-based health care company that develops, manufactures and markets pharmaceuticals and medical products, including nutritionals, devices and diagnostics, dividend of 3%. Kinder Morgan Energy Partners(KMP) is a pipeline transmission company with a yield of 9.4%, they are in a position to increase the prices when the world and energy recovers.
Zack's - Emergency Medical Services Corp(EMS) reported their fourth consecutive earnings surprise. Steris Corp(STE) continues to see higher forecasts from analysts.

Friday, April 10, 2009

Thursday April 9th 2009, daily stock tracking

Street - Article, Microsoft(MSFT) too cheap to pass up, down 40% from 52wk high of $32.10, clean balance sheet and $21 Billion in cash, 2.8% dividend yield. Mad Money Recap, bullish on Quanta Services(PWR), Shire Pharmaceuticals Group(SHPGY), J Crew(JCG) at $12 its a buy, Emerson Electric(EMR) at a 6% yield, and NYSE Euronext(NYX). Top 5 mid-caps, Pegasystems(PEGA), Silgan Holdings(SLGN), Quality Systems(QSII), HMS Holdings(HMSY), Sybase(SY). Article, Nokia(NOK) plans to introduce three touch-screen smartphones in the next year, to compete with Apple and Research In Motion. Fast Money, final trades, Wal-Mart(WMT), Millicom International Cellular(MICC), SPDR S&P Retail(XRT), and NetApp(NTAP). Upgrades, Brinker International(EAT), Rackspace(RAX) $11.50, RF Micro Devices(RFMD) $3, Apple(AAPL) $133, Intel(INTC) $17, Johnson Controls(JCI) $18, Myriad Genetics(MYGN) $54. Article, Three Fidelity funds to buy before recovery; Fidelity Select Chemicals Portfolio's(FSCHX), Fidelity Select Materials Portfolio (FSDPX), Fidelity Advisor Technology Fund(FATEX).

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39 year old male with live in girlfriend, two kids