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.

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).

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.