Street - Upgrades, Apache(APA) $72, Coca-Cola Enterprises(CCE) $13, Compass Minerals(CMP) $61, Edison International(EIX) $32, Goodrich(GR) $42, J.P.Morgan(JPM) $45, King Pharmaceuticals(KG), Newell Rubbermaid(NWL) $9, Union Pacific(UNP) $45, weyerhaeuser(WY) $30, Exxon Mobil(XOM) $77, Pall(PLL) $26. Cramer said he's still a believer in the Chinese recovery, and still likes the iShares China 25 Index (FXI), "trade-down" trend of consumers, likes Family Dollar (FDO), Ralcorp (RAH) and Treehouse Brands (THS). Banks stocks to consider, Cramer included Citigroup (C), Bank Of America (BAC), US Bancorp (USB), Blackstone Group (BX) and Wells Fargo (WFC). Bullish on ISIS Pharmaceuticals (ISIS), Ashland (ASH) and Cypress Semiconductor (CY).
TheStockAdvisors - Staples(SPLS) stock is down 40% from its 52-week high of $26.57, the stock’s current price level is attractive enough to warrant some nibbling in the mid-to-low teens. Netflix(NFLX) has exceptional growth prospects as it ventures into streaming movies and games over the Internet, my upside target would be $62.50.
Saturday, March 28, 2009
Sat March 14th 2009 daily stock tracking
Street - Cramer, Joy Global (JOYG), I think the stock is so dirt cheap I'm going to continue to pound the table and tell people to buy it. Freeport-McMoRan (FCX). What's not to like? I still like FCX. It's almost doubled since they cut their dividend. Accenture (ACN). At $30 I think it's a terrific company. Sealed Air (SEE). I'm seeing a lot of pressure for the packaging companies. This is a well-run company, so I'll go with it. I think it's probably oversold. Waste Management (WMI). Let's buy some WMI. Their CEO has been on our show many times and he delivers value to his shareholders. Buy Wal-Mart(WMT).
Week Summary - I like Cerner(CERN) they seem to be a leader in the medical information technology, consider buying at 40. Google(GOOG) look for pullback to 320, has been bouncing off below 300. (BP) and (COP) I'd consider at 35 and 38-39. Nustar(NS) looks good, now at 46, see if it dips back near 42. Pepsi(PEP) try to get on a pullback to 51. Wal-Mart(WMT) try to get on a dip to 25. Windstream(WIN) has a great yeild at 12%, look for a dip back to 7 or 8. Consider (ED) or (D) at 36 and 30. Oil service sector such as Transocean(RIG) which has the best analyst rating with 18 strong buys, and (FMC) with 4 strong buys and a good rating. Watch Gold prices, for (AEM) and (GLD).
Week Summary - I like Cerner(CERN) they seem to be a leader in the medical information technology, consider buying at 40. Google(GOOG) look for pullback to 320, has been bouncing off below 300. (BP) and (COP) I'd consider at 35 and 38-39. Nustar(NS) looks good, now at 46, see if it dips back near 42. Pepsi(PEP) try to get on a pullback to 51. Wal-Mart(WMT) try to get on a dip to 25. Windstream(WIN) has a great yeild at 12%, look for a dip back to 7 or 8. Consider (ED) or (D) at 36 and 30. Oil service sector such as Transocean(RIG) which has the best analyst rating with 18 strong buys, and (FMC) with 4 strong buys and a good rating. Watch Gold prices, for (AEM) and (GLD).
Friday March 13th 2009 daily stock tracking
Street - Upgrades, Devon Energy(DVN)$72, Foster Wheeler(FWLT)$23, King Pharmaceuticals(KG)$10, Palm(PALM)$12, Nike(NKE), Oracle(ORCL)$20, Staples(SPLS)$21, Skyworks(SWKS)$10, United Technologies(UTX)$47, China Fire & Security Group(CFSG), RehabCare(RHB). Fast Money - Financial stocks such as Morgan Stanley (MS), Goldman Sachs (GS) and Northern Trust (NTRS). Designated biotech hedge funds will be taking their money out of Genentech and setting their sights on other companies like Celgene(CELG), Amgen (AMGN)and Gilead(GILD). Like the refiners and drillers like Fluor(FLR) and McDermott International(MDR). Final trades Millicom International Cellular(MICC) and Transocean(RIG). Top 5 small-caps - NCI(NCIT), American Physicians Capital(ACAP), NVE(NVEC), Applied Signal Technology(APSG), Emergency Medical Services(EMS). Mad Money - Terra Nitrogen, Agnico-Eagle Mines (AEM) or Eldorado Gold (EGO), Taiwan Semiconductor (TSM) and Hewlett-Packard (HPQ).
TheStockAdvisors - Isis Pharmaceuticals(ISIS), a biotech stock involved in developing drugs for cancer, multiple sclerosis and diabetes. Isis is loaded with cash and the company expects to end 2009 with more than $550 million in cash, equal to 50% of its current market cap. Additionally, the company will aggressively grow its pipeline by adding three to five new drugs per year, and advancing the drugs currently in its pipeline. ISIS is a buy under $15. ArcelorMittal(MT) the world's largest steel maker, is one of the best-positioned to benefit from rising demand from emerging markets. The stock trades at less than five times analysts' lowered estimates for 2009 per-share earnings, management has also said its 2009 dividend would be $0.64, for an expected yield of 3.6%. Gold - Will show strength if it stays above its 65-week moving average now at $875 from 2003 to 2007. Of course, if gold reaches a record high, it would be super strong. Jumping ahead, in a bull market gold always stays higher than its prior low. This means that during weakness gold should stay above $705, last November’s low, in order to stay bullish. In a worst case, the previous low in June 2007 would be the absolute low point for a bull market to stay active, at $645. Silver - It’s now overbought for the time being. Silver had an impressive rise, but it remains below its 65-week moving average and, therefore, it’s vulnerable below $14.60. It could decline to $11.70 but it would still be firm. Once weakness is over, it will be time to buy silver again because the long-term leading indicator shows that a major low is forming. It’s now important to see if gold will form an eight year cyclical low by the summer time. But one thing is certain, be prepared to buy more gold, silver and their shares when upcoming weakness is about over. Otherwise, keep the positions you have, such as our recommended holdings in SPDR Gold Trust (GLD), iShares Comex Gold (IAU) and iShares Silver Trust (SLV).
TheStockAdvisors - Isis Pharmaceuticals(ISIS), a biotech stock involved in developing drugs for cancer, multiple sclerosis and diabetes. Isis is loaded with cash and the company expects to end 2009 with more than $550 million in cash, equal to 50% of its current market cap. Additionally, the company will aggressively grow its pipeline by adding three to five new drugs per year, and advancing the drugs currently in its pipeline. ISIS is a buy under $15. ArcelorMittal(MT) the world's largest steel maker, is one of the best-positioned to benefit from rising demand from emerging markets. The stock trades at less than five times analysts' lowered estimates for 2009 per-share earnings, management has also said its 2009 dividend would be $0.64, for an expected yield of 3.6%. Gold - Will show strength if it stays above its 65-week moving average now at $875 from 2003 to 2007. Of course, if gold reaches a record high, it would be super strong. Jumping ahead, in a bull market gold always stays higher than its prior low. This means that during weakness gold should stay above $705, last November’s low, in order to stay bullish. In a worst case, the previous low in June 2007 would be the absolute low point for a bull market to stay active, at $645. Silver - It’s now overbought for the time being. Silver had an impressive rise, but it remains below its 65-week moving average and, therefore, it’s vulnerable below $14.60. It could decline to $11.70 but it would still be firm. Once weakness is over, it will be time to buy silver again because the long-term leading indicator shows that a major low is forming. It’s now important to see if gold will form an eight year cyclical low by the summer time. But one thing is certain, be prepared to buy more gold, silver and their shares when upcoming weakness is about over. Otherwise, keep the positions you have, such as our recommended holdings in SPDR Gold Trust (GLD), iShares Comex Gold (IAU) and iShares Silver Trust (SLV).
Thursday March 12th 2009 daily stock tracking
Street - CramerTaiwan Semiconductor (TSM) is the perfect way to play the Chinese economic recovery and stimulus package. Cramer told a viewer that ConocoPhillips (COP) has a great yield and great management and he'd still be a buyer. Bull on Dominion Resources (D) and Edison International (EIX), Agnico-Eagle Mines, Eldorado Gold (EGO), Terra Nitrogen (TNH), Taiwan Semiconductor and Hewlett-Packard. Fast Money, engineering stocks in the oil sector such as Fluor(FLR), Foster Wheeler(FWLT) and McDermott(MDR), also Transocean(RIG). Fast Money’s China Plays include BHP Billiton (BHP) and Rio Tinto (RTP). There are real bargains out there, like Chesapeake Energy (CHK) and Imperial Sugar (IPSU). Fast Money’s Quality Companies include Freeport McMoRan (FCX) Intel (INTC). Exxon Mobil (XOM) plans to spend $29 billion in 2009 to keep up with demand, benefits URS Corp (URS) and McDermott (MDR). Upgrades, Hewlett-Packard(HPQ) $40, JetBlue(JBLU) $6.50, Motorola(MOT) $5, Morgan Stanley(MS) $27, Nucor(NUE) $38, Perrigo(PRGO) $28, Dick's Sporting Goods(DKS) $18, Kroger(KR) $28, Lowe's(LOW) $19, McDonalds(MCD) $64, Oracle(ORCL), Transocean(RIG) $98, United Technologies(UTX) $50, Visa(V) $62, Dish Network(DISH) $18, Steel Dynamics(STLD) $16, Advanced Auto Parts(AAP), Intuit(INTU). Article - Google (GOOG) has thrown off the gloves and will now take on the entire phone industry. Google promises to give users free calling and one-stop control over most voice and text messages.
TheStockAdvisors - Turnaround favorites in oilfield services; The market cap at Schlumberger (SLB) is well over twice the size of its next largest competitor. It sports a strong balance sheet that it can use to enhance its market share via investments in new technology and acquisitions. When the inevitable rebound in energy prices begins, Schlumberger will be a prime beneficiary. Halliburton (HAL) became a pure play oilfield services company about two years ago when it divested itself of its KBR engineering and construction unit. FMC Technologies (FMC) is known for its expertise in services and equipment used in the deepest ocean drilling, including recently setting a new record well depth of 9,365 feet in the Gulf of Mexico, the company has a strong presence in Brazil. Oceaneering International (OII) conducts the lion’s share of its activities under water. It is particularly strong in the market for remotely operated vehicles. There is a compelling risk-to-reward profile at First Trust Consumer Discretionary AlphaDex ETF (FXD). The 130-stock portfolio is filled with familiar names, many of which you might patronize on a regular basis. The list includes Barnes & Noble, Expedia, Best Buy, Amazon, GameStop, Home Depot and Disney. Four water sector plays; "Calgon Carbon (CCC) provides products and services to purify water and air. It manufactures granular activated carbon for removing organic compounds from water, air, and other liquids and gases. Aqua America (WTR) provides water and waste-water systems to nearly 3 million customers and on the move, acquiring over 100 smaller companies in recent years. Pentair Inc. (PNR). A manufacturer and distributor of fluid-handling systems and industrial products like waste-water pumps, Expanding in China, which is suffering through the worst water crisis on the planet, Trading now for less than 10 times earnings, Pentair is a great long-term play. Watts Water Technologies (WTS) is a major leader in the manufacturing of valve and flow-control products, more than 30 percent of its business now comes from Europe and China. Seaspan Corp.(SSW), the shipping stock as a speculative buy up to $11 per share.
Zacks - Bristol Myers Squibb Co(BMY) recently declared a quarterly dividend of 31 cents per share boasting an industry-leading yield of 6%.
TheStockAdvisors - Turnaround favorites in oilfield services; The market cap at Schlumberger (SLB) is well over twice the size of its next largest competitor. It sports a strong balance sheet that it can use to enhance its market share via investments in new technology and acquisitions. When the inevitable rebound in energy prices begins, Schlumberger will be a prime beneficiary. Halliburton (HAL) became a pure play oilfield services company about two years ago when it divested itself of its KBR engineering and construction unit. FMC Technologies (FMC) is known for its expertise in services and equipment used in the deepest ocean drilling, including recently setting a new record well depth of 9,365 feet in the Gulf of Mexico, the company has a strong presence in Brazil. Oceaneering International (OII) conducts the lion’s share of its activities under water. It is particularly strong in the market for remotely operated vehicles. There is a compelling risk-to-reward profile at First Trust Consumer Discretionary AlphaDex ETF (FXD). The 130-stock portfolio is filled with familiar names, many of which you might patronize on a regular basis. The list includes Barnes & Noble, Expedia, Best Buy, Amazon, GameStop, Home Depot and Disney. Four water sector plays; "Calgon Carbon (CCC) provides products and services to purify water and air. It manufactures granular activated carbon for removing organic compounds from water, air, and other liquids and gases. Aqua America (WTR) provides water and waste-water systems to nearly 3 million customers and on the move, acquiring over 100 smaller companies in recent years. Pentair Inc. (PNR). A manufacturer and distributor of fluid-handling systems and industrial products like waste-water pumps, Expanding in China, which is suffering through the worst water crisis on the planet, Trading now for less than 10 times earnings, Pentair is a great long-term play. Watts Water Technologies (WTS) is a major leader in the manufacturing of valve and flow-control products, more than 30 percent of its business now comes from Europe and China. Seaspan Corp.(SSW), the shipping stock as a speculative buy up to $11 per share.
Zacks - Bristol Myers Squibb Co(BMY) recently declared a quarterly dividend of 31 cents per share boasting an industry-leading yield of 6%.
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