a summary of various stock recommendations from various sources.

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%.

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