Mon Feb 2nd, 2009 dailystocktracking

Street - Cramer, the two best banks are J.P.Morgan(JPM) and Wells Fargo(WF) because they are able to generate new business. Likes Honeywell(HON), IBM(IBM), Google(GOOG), Terra Nitrogen(TNH), Molson Coors(TAP), and Black & Decker(BDK). Procter & Gamble(PG) made some mistakes last quarter and had high costs, but it is a good long-term, buy if it drops to $53, managment will fix mistakes. Qualcomm(QCOM) had a worse than expected quarter and lowered guidance, but now would be a good time to buy as they plan to have 4G later this year that will drive the stock, and a strong balance sheet. Bought some Conoco(COP) today its a high yielding major oil. 4 industrials that are being considered are Caterpillar(CAT) in the low $30s has a 5% yield, Eaton(ETN) buy in the low 40s, yield 4.5%, ITT(ITT) is more of a growth and water supply play, buy in low 40s, 3M(MMM) like in low 50s, 3.5% yield at these levels. Fuel Systems Solutions(FSYS) makes parts for natural gas powered vehicles, 77% of sales abroad and now trades at around $23 which is just 11.3x earnings. Top 5 fast growth, DeVry(DV), Aceto, Gilead(GILD), ManTech, and NCI. Fast Money recap, Online retaliers like Amazon.com(AMZN) and Overstock.com(OSTK) are doing well because they are more efficient. Gold is doing well consider Gold Fields(GFI), like biotech Celgene(CELG) they have a good balance sheet with plenty of cash and no debt, a simple trade is to buy Exxon Mobil(XOM) in the $70's and sell in the $80's. Upgrades - Clorox(CLX) $62, ITT Educational(ESI) $165, Express Scripts(ESRX) $61, Pfizer(PFE), Scientific Games(SGMS) $17, Chevron(CVX) $91, Exxon Mobil(XOM) $84. Bull article on Union Pacific(UNP) with good quarter, stock in the low $40s has a P?E of 9.7x next years earnings, and a dividend yield of 2.5%. Verizon(VZ) is a good company and would be a must-buy if it falls low enough to yield 7%. Medco Health Solutions(MHS) is a mail order perscriptions managment company. Bull on McDonald's(MCD) and Varian Medical Systems(VAR).
Forbes - stock of the week is Aeroviroment(AVAV), their major contracts are from the government for unmanned planes, but the exciting future growth prospects are its electrical recharging system that could be used for electric vehicles.
Investment U - EnerSys(ENS) is the best positioned battery maker to profit from electric cars and re-charging stations.
TheStockAdvisors - Insituform(INSU) is a water infrastructure company that has been getting some big contracts of late, it trades at 1.5x book value and one times annual sales, despite a projected profit growth rate of 17.5%.