a summary of various stock recommendations from various sources.

Friday, January 2, 2009

Fri Jan 2nd daily stock tracking

Street - Big bank acquisitions, Bank of America(BAC)completed its purchase of Merrill Lynch, and Wells Fargo(WFC)completed the purchase of Wachovia. Top 5 small-caps - Aceto(ACET), American Physicians Service Group(AMPH), NCI(NCIT), PetMed Express(PETS), Emergency Medical Services(EMS). Top 5 mid-caps - DeVry(DV), California Water Service Group(CWT), Thompkins Financial(TMP), New Jersey Resources(NJR), Cubist Pharmaceuticals(CBST). Upgrades - Buy recommendation on Apple(AAPL)$145 target. For 2009 begin to look for early economic cycle sectors and stocks to begin to invest in, such as financials, paper, chemical, transportation, and multiple/lower growth technology stocks. There will be a re-direction of government spending to infrastructure, healthcare and power generation. Infrastructure - Aecom Technology(ACM), Fluor(FLR), McDermott(MDR), Foster Wheeler(FWLT), Manitowoc(MTW), Shaw Group(SGR), Jacobs Engineering(JEC), KBR(KBR), Chicago Bridge&Iron(CBI). Health - Universal Health Systems(UHS), Amedisys(AMED), Amgen(AMGN), Gilead(GILD), Celgene(CELG), Genzyme(GENZ). TheStockAdvisors - Freeport McMoRan(FCX), Farming favorites Monsanto(MON) and Corn Products Int'l(CPO). New Oriental(EDU)English education for Chinese, recommend as the number one China stock to buy! Teradyne(TER)leader in semiconductor testing, buy up to $6. EZChip(EZCH)could double in 2009. Myriad(MYGN)cancer predisposition testing. (MCD). SPDR Gold Trust(GLD)as a hedge against inflation.MSN Money Stock Picks - The Prudent Speculator-VF(VFC)pays 5% dividend, enough cash to survive apparel downturn, Manitowoc(MTW)crane business that should do well with infrastructure rebuild, GameStop(GME). The Oberweis Report-small-cap growth stocks Green Mountain Coffee Roasters(GMCR), VisionChina(VISN)advertising, Illumina(ILMN)tools used in DNA analysis. Turnaround Letter-Teradyne(TER)semiconductor equipment, Qwest Communications(Q)phone company. The Value Line Investment Survey-(JNJ), McDonalds(MCD), W.W.Grainger(GWW)mainterance and safety products used in industry. Investment Quality Trends-Barrick Gold(ABX), Archer-Daniels Midland(ADM)seeds and agricultural commodities, Sigma-Aldrich(SIAL)chemicals for pharmaceuticals. Zacks Elite-Bristol-Myers Squibb(BMY), Apollo Group(APOL)education. Almanac Investor-likes undervalued exchange-traded funds like United Stated Oil(USO), Direxion Energy Bull 3X Shares(ERX), Ultra Technology ProShares(ROM), Ultra Semiconductor ProShares(USD), Ultra Financials ProShares(UYG), Ultra Real Estate ProShares(URE). Global Investing-Banco Santander(STD), Computershare(CMSQF), SPDR Gold Shares(GLD), iShares COMEX Gold Trust(IAU).

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39 year old male with live in girlfriend, two kids