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.
Wednesday, January 28, 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.
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