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.
Thursday, March 12, 2009
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.
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