TheStockAdvisors - Clean Harbors(CLH) is the nations largest hazardous waste firm. Apollo Group(APOL) is the world's one of the worlds largest private education providers, currently trading in the $70s and should be in the low $100s in the next 3-5 years.
Street - Top 5 large-caps, McDonald's(MCD), Gilead Sciences(GILD), Abbott Laboratories(ABT), Apollo Group(APOL), and Baxter International(BAX). Fast Money recap, buy Cisco(CSCO) under $15 for a long-term hold, likes Morgan Stanley(MS) and Goldman Sachs(GS), L-3 Communications(LLL), and Oil Service HLDRs(OIH), Chipolte Mexican Grill(CMG) plans to buy back $100 million worth of its own stock, National-Oilwell Varco(NOV) quarterly net income soared 50% and trades at just 5x earnings. Cramer Bull on Clorox(CLX), Colgate(CL), Goldman Sachs(GS), Emerson(EMR), Honeywell(HON), Agnico-Eagle Mines(AEM), Athenahealth(ATHN), Wal-Mart(WMT), and Visa(V).
IBD - Cephalon(CEPH) makes neurological, cancer, and pain drugs.
Wednesday, February 4, 2009
Tue Feb 3rd, 2009 dailystocktracking
Street - Top 5 all-around-value stocks, NTT DoCoMo(DCM), Procter & Gamble(PG), FPL Group(FPL), AstraZeneca(AZN), and Archer Daniels Midland(ADM). Upgrades - Black Hills(BKH), Vectren(VVC), BJ's Wholesale(BJ) target $35, Corning(GLW) $13, Illinois Tool Works(ITW) $44, Viacom(VIA) $20, Applied Materials(AMAT) $12, Hologic(HOLX) $19, Humana(HUM) $48, Mastercard(MA) $180, HealthSpring(HS), PartnerRe(PRE). Fast Money - final trades, Petrobras(PBR), SPDR S&P Biotech(XBI), Visa(V). Cramer, Disney(DIS) is a good recovery play. Bull on Celgene(CELG), and Kinder Morgan(KMP).
TheStockAdvisors - Myriad Genetics(MYGN) develops and markets cancer-related predictive medicine products, key institutional buying of the stock, we suggest agressive investors take a full position, target 85 in the next few months with a protective stop at 68. Energy Conversion(ENER) is a solar company that has developed a thin-film solar laminate, we calculate a fair value of $67 a share, stock could triple in the next few years. Monsanto(MON) is the undisputed leader in genetically modified seeds.
TheStockAdvisors - Myriad Genetics(MYGN) develops and markets cancer-related predictive medicine products, key institutional buying of the stock, we suggest agressive investors take a full position, target 85 in the next few months with a protective stop at 68. Energy Conversion(ENER) is a solar company that has developed a thin-film solar laminate, we calculate a fair value of $67 a share, stock could triple in the next few years. Monsanto(MON) is the undisputed leader in genetically modified seeds.
Monday, February 2, 2009
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%.
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%.
Saturday, January 31, 2009
Sat Jan 31st 2009 dailystocktracking
Street - Upgrades Boston Scientific(BSX) $11 target, KLA-Tencor(KLAC) $24 target, Teradyne(TER) $6 target, Terra Industries(TRA).
Week Summary - Allright.... 1)Oil is going to re-bound, right? Transocean(RIG) is the biggest off shore driller with years worth of locked in contracts. ConocoPhillips(COP) is a major oil company now at a low price. Diamond Offshore(DO) and Petrobras(PBR) I also like. 2)Coal will rebound also, Peabody Energy(BTU) is the largest producer, 10%, of power coal for the U.S. Alpha Natural Resources(ANR) is the nations largest supplier of metallergic coal, and the largest exporter, used for making steel. 3)Medical stuff is good, Abbot Labs(ABT) is a big pharma and medical equipment company, Resmed(RMD) makes sleep disorder equipment, Amedisys(AMED) is a home health care company, and Biogen(BIIB) is a biotech. 4)Gold is good, Gold Shares(GLD)SPDR invests directly in the gold, (GDX) is a gold mineing ETF. 5) I like Coca-Cola(KO) at $42 a share, its yield is 3.6%, with a price target range of $49-$55. Waste Management(WMI) is by far the biggest name in the trash and recycling business, (SRCL), (CLH), and (ECOL) are more specialized.
Week Summary - Allright.... 1)Oil is going to re-bound, right? Transocean(RIG) is the biggest off shore driller with years worth of locked in contracts. ConocoPhillips(COP) is a major oil company now at a low price. Diamond Offshore(DO) and Petrobras(PBR) I also like. 2)Coal will rebound also, Peabody Energy(BTU) is the largest producer, 10%, of power coal for the U.S. Alpha Natural Resources(ANR) is the nations largest supplier of metallergic coal, and the largest exporter, used for making steel. 3)Medical stuff is good, Abbot Labs(ABT) is a big pharma and medical equipment company, Resmed(RMD) makes sleep disorder equipment, Amedisys(AMED) is a home health care company, and Biogen(BIIB) is a biotech. 4)Gold is good, Gold Shares(GLD)SPDR invests directly in the gold, (GDX) is a gold mineing ETF. 5) I like Coca-Cola(KO) at $42 a share, its yield is 3.6%, with a price target range of $49-$55. Waste Management(WMI) is by far the biggest name in the trash and recycling business, (SRCL), (CLH), and (ECOL) are more specialized.
Friday, January 30, 2009
Friday, Jan 30th 2009 dailystocktracking
Street - Cramer is getting more optimistic because, there is buying in the technology sector, crude oil prices are rising, consolidation in the pharmaceutical sector, and bullish price action in (GS) and (MS). Fast Money noticed bullish options activity in Netflix(NFLX) and Market Vectors Gold Miners ETF(GDX). Upgrades - Biogen Idec(BIIB), Check Point Software Technologies(CHKP), Sempre Energy(SRE).
TheStockAdvisors - Waste Management(WMI) large competitive advantage with 45% and pricing power, plan to increase dividend in 2009, stock repurchase plan, and make acquisitions.
TheStockAdvisors - Waste Management(WMI) large competitive advantage with 45% and pricing power, plan to increase dividend in 2009, stock repurchase plan, and make acquisitions.
Thurs Jan 29th 2009 dailystocktracking
Street - Fast Money, starting to see a bottom in copper and crude oil, also the baltic dry index has moved up sharply. Like Hess(HES), Petrobras(PBR), Juniper(JNPR), Cisco(CSCO), Palm(PALM), Research in Motion(RIMM), Google(GOOG), and Netflix(NFLX), also like Verizon(VZ), AT&T(T), HP(HPQ), and gold like SPDR Gold Shares(GLD), Barrick Gold(ABX), Agnico Eagle Mines(AEM), and Randgold Resources(GOLD), final trades are Gilead(GILD) and MercadoLibre(MELI). Top 5 mid-caps - DeVry(DV), Landauer(LDR) which offers personnel radiation monitoring, ManTech International(MANT) provides technologies for national security problems, gentiva Health Services(GTIV) provides home health services, New Jersey Resources(NJR). Upgrades - Chubb(CB)$55, MSC Industrial(MSM)$44, HealthSpring(HS), ITT(ITT), Pyramid Oil(PDO). Cramer - Buy CononoPhillips(COP) under $50 a share, 7.8% dividend yield, Bull on (WMT), (UPS), (JPM), (WF), and recession proof names like (KFT), (K), (KO), (PEP), (CL), (KMB), (MO), (BMY).
Zacks - Thorates(THOR) and Archer Daniels Midland(ADM).
Investment U - article on TEPPCO Partners(TPP) is an energy pipeline and transport company, not tied to the price of oil, conservative management, insider buying, plenty of cash, current 11% yield.
Investopedia - Abbott Labs(ABT) a new health-care leader, great pipeline, strong sales.
TheStockAdvisors - Barnes & Noble(BKS) is selling at just 9x earnings, plus its yielding 5.6% at these levels, recommend buying at market and placing a protective stop at $14.50, the CEO bought $50 million worth of his companys shares last year at $27-$29.50, now its discounted.
Zacks - Thorates(THOR) and Archer Daniels Midland(ADM).
Investment U - article on TEPPCO Partners(TPP) is an energy pipeline and transport company, not tied to the price of oil, conservative management, insider buying, plenty of cash, current 11% yield.
Investopedia - Abbott Labs(ABT) a new health-care leader, great pipeline, strong sales.
TheStockAdvisors - Barnes & Noble(BKS) is selling at just 9x earnings, plus its yielding 5.6% at these levels, recommend buying at market and placing a protective stop at $14.50, the CEO bought $50 million worth of his companys shares last year at $27-$29.50, now its discounted.
Thursday, January 29, 2009
Wed Jan 28th, 2009 dailystocktracking
Street - Top 5 large-caps, McDonald's(MCD), Gilead Sciences(GILD), Southern(SO), Abbot Laboratories(ABT), and Apollo Group(APOL). Upgrades - Aflac(AFL) $48, Best Buy(BBY) $35, Dish Network(DISH) $15, Diamond Offshore(DO) $72, Microchip Technology(MCHP) $22, Weatherford International(WFT) $15. Mad Money Recap - There are only two banks worth owning JPMorgan Chase(JPM) and Wells Fargo(WF). Interview with CEO of McCormick(MKC) the spice maker, its 10 points off its high, at 13.7 times earnings. Interview with CEO of Nucor(NUE), don't chase after its big run up this week, but this is the one steel stock to own. Bull on Goldman Sachs(GS), Research in motion(RIMM), Apple(AAPL), and Caterpillar(CAT).
TheStockAdvisors - Transocean(RIG) is the world's biggest offshore driller, the shares plunged 67% in 2008, but they have high rig lease rates under long-term contracts, now trading at only 3.5x estimated 2009 earnings. Transocean estimates that most clients can drill profitability at $60 a barrel oil price.
TheStockAdvisors - Transocean(RIG) is the world's biggest offshore driller, the shares plunged 67% in 2008, but they have high rig lease rates under long-term contracts, now trading at only 3.5x estimated 2009 earnings. Transocean estimates that most clients can drill profitability at $60 a barrel oil price.
Wednesday, January 28, 2009
Tue Jan 27th 2009 dailystocktracking
Street - Top 5 all-around-value, NTT DoCoMo(DCM) Japan wireless telecommunications services, Exxon Mobil(XOM), The DirecTV Group(DTV), Chevron(CVX), and Procter & Gamble(PG). Fast Money likes Home Depot(HD), Google(GOOG), SPDR S&P Biotech ETC(XBI), Companhia Vale Do Rio Doce(RIO), Freeport McMoRan(FCX), Bristol-Myer(BMI), Northfolk Southern(NSC), Juniper Networks(JNPR) and Cisco(CSCO) will benefit from the 3G network buildout, Claymore Global Water ETF(CGW), Apple(AAPL), Netflix(NFLX), its a great place to buy oil, and Gold. Upgrades - Biogen Idec(BII) target $61, McDonald's(MCD) target $68, AGL Resources(ATG), IHS(IHS), Pinnacle West Capital(PNW), ResMed(RMD). Cramer - Good earnings reports from US Steel(X), Nucor(NUE), Peabody Energy(BTU), and Freeport McMoran(FCX). He says to cash out profits on Gold as there is no signs of inflation yet, but he would consider Agnico-Eagle Mines(AEM)under $44
Obama solar stocks -
First Solar (FSLR): market cap of $11.55 billion, closed on Monday at $139.05.
SunPower (SPWRA): market cap of $2.66 billion, closed at $28.80.
Energy Conversion Devices (ENER): market cap of $1.15 billion, closed of $24.79
GT Solar (SOLR): market cap of $528.59 million, closed at $3.86
JA Solar Holdings (JASO): market cap of $449.96 million, current share price of $2.46
Monolithic Power Systems (MPWR): market cap of $419.71 million, closed at $12.47.
Evergreen Solar (ESLR): market cap of $375.90 million, closed at $2.12
Solarfun Power Holdings (SOLF): market cap of $260.03 million, closed at $4.91.
Canadian Solar (CSIQ): market cap of $193.50 million, closed at $5.21.
Trina Solar (TSL): market cap of $198.79 million, closed at $7.47.
Ascent Solar Technologies (ASTI): market cap of $71.82 million, closed at $3.36.
Gilead(GILD) roasted Fourth-quarter targets, finally a good earnings report for a stock in my beated down portfolio!!!. Bullish article on Coca-Cola(KO) at a $42 dollar entry point.
Investment U - invest in the booming real estate market, CMG Realty(CGMRX), Third Avenue Real Estate Value(TAREX), Fidelity International Real Estate(FIREX), others to consider long term are Avalon Bay Communities(AVB), Essex Property Trust(ESS), and Camden Property Trust(CPT). these funds are buying up distressed real estate and renting out for a profit.
TheStockAdvisors - URS Corp(URS) is one of the best engineering and construction firms.
Zacks - Yum! Brands(YUM), and Amedisys(AMED) have good out-looks for 2009.
Obama solar stocks -
First Solar (FSLR): market cap of $11.55 billion, closed on Monday at $139.05.
SunPower (SPWRA): market cap of $2.66 billion, closed at $28.80.
Energy Conversion Devices (ENER): market cap of $1.15 billion, closed of $24.79
GT Solar (SOLR): market cap of $528.59 million, closed at $3.86
JA Solar Holdings (JASO): market cap of $449.96 million, current share price of $2.46
Monolithic Power Systems (MPWR): market cap of $419.71 million, closed at $12.47.
Evergreen Solar (ESLR): market cap of $375.90 million, closed at $2.12
Solarfun Power Holdings (SOLF): market cap of $260.03 million, closed at $4.91.
Canadian Solar (CSIQ): market cap of $193.50 million, closed at $5.21.
Trina Solar (TSL): market cap of $198.79 million, closed at $7.47.
Ascent Solar Technologies (ASTI): market cap of $71.82 million, closed at $3.36.
Gilead(GILD) roasted Fourth-quarter targets, finally a good earnings report for a stock in my beated down portfolio!!!. Bullish article on Coca-Cola(KO) at a $42 dollar entry point.
Investment U - invest in the booming real estate market, CMG Realty(CGMRX), Third Avenue Real Estate Value(TAREX), Fidelity International Real Estate(FIREX), others to consider long term are Avalon Bay Communities(AVB), Essex Property Trust(ESS), and Camden Property Trust(CPT). these funds are buying up distressed real estate and renting out for a profit.
TheStockAdvisors - URS Corp(URS) is one of the best engineering and construction firms.
Zacks - Yum! Brands(YUM), and Amedisys(AMED) have good out-looks for 2009.
Monday Jan 26th, 2009 daily stock tracking
Street - Upgrades - Buckeye Partners(BPL) engages in the transportation and storage of refined petroleum products, CenterPoint Energy(CNP) public utility, NetScout Systems(NTCT) network performance management systems, Plains All American Pipeline(PAA) transportation of petroleum products, Coventry Health(CVH) target $21, Lennar(LEN), Petsmart(PETM) target $22, St. Jude Medical(STJ) target $36. Bullish talk about Caterpillar(CAT), Home Depot(HD), and U.S. Oil(USO) inspite of recent trouble. Energy and commodity names that look compelling, Alpha Natural Resources(ANR), Hess Corporation(HES), Gold Fields(GFI), Pan American Silver(PAAS). Bull on Hasbro(HAS), Mattel(MAT), and Terra Nitrogen(TNH).
TheStockAdvisors - AeroVironment(AVAV) is a green company involved in electric vehicles, wind turbines, and unmanned air vehicles used by the military. Medifast(MED) weight and disease management products.
Forbes - stock of the week is a small biotech company Akorn Inc(AKRX), it trades at under $2 a share, they make generic eye care products and vaccines.
TheStockAdvisors - AeroVironment(AVAV) is a green company involved in electric vehicles, wind turbines, and unmanned air vehicles used by the military. Medifast(MED) weight and disease management products.
Forbes - stock of the week is a small biotech company Akorn Inc(AKRX), it trades at under $2 a share, they make generic eye care products and vaccines.
Sat Jan 24th, 2009 daily stock tracking
TheStockAdvisors - Four top infrastructure stocks, Jacobs Engineering(JEC) serves the chemical, pharmaceutical, building/infrastructure, and oil and gas industries, has little debt and lare cash flows. Fluor(FLR) no company is better positioned to take on large, expensive, and complex projects. Layne Christensen(LAYN) is a smaller company that has a leading position in water infrastructure, and has abundant cash flow. KBR(KBR) is involved in defense contracting and liquefied natural gas.
Week Summary - Education stocks are doing well with all the layoffs people are going back to school. I like Apollo(APOL), DeVry(DV), and Corinthian College(COCO). Health care is the most attractive sector, Gilead Sciences(GILD) is a good biotech. Two good infrastructure ETF's are PowerShares Emerging Markets Infrastructure(PXR), and (FXI) is a good China specific, I have also recommended several others that target U.S. stocks. Electronic medical records should be strong going forward, Quality Systems(QSII), Cerner(CERN), and Express Scripts are worth looking at. Obama alternative energy plays include First Solar(FSLR), Ormat Technologies(ORA), and Vesta Wind Systems(VWSFY) among others. Gold and Oil should continue to increase especially when inflation eventually takes hold.
Week Summary - Education stocks are doing well with all the layoffs people are going back to school. I like Apollo(APOL), DeVry(DV), and Corinthian College(COCO). Health care is the most attractive sector, Gilead Sciences(GILD) is a good biotech. Two good infrastructure ETF's are PowerShares Emerging Markets Infrastructure(PXR), and (FXI) is a good China specific, I have also recommended several others that target U.S. stocks. Electronic medical records should be strong going forward, Quality Systems(QSII), Cerner(CERN), and Express Scripts are worth looking at. Obama alternative energy plays include First Solar(FSLR), Ormat Technologies(ORA), and Vesta Wind Systems(VWSFY) among others. Gold and Oil should continue to increase especially when inflation eventually takes hold.
Tuesday, January 27, 2009
Fri Jan 23rd, 2009 daily stock tracking
Street - (FXI) is a good way to play China via an ETF, top 25 companies in China. Top 5 small-caps - American Physicians Service Group(AMPH), Aceto(ACET), NCI(NCIT), Emergency Medical Services(EMS), AAON(AAON). Upgrades - Illumina(ILMN) $42, Merck(MRK) $30, Exco Resources(XCO) $12, ITT Educational(ESI) $145, Google(GOOG) $460. Cramer - likes Google(GOOG), Apple(AAPL), and Verizon(VZ). Bull on Research In Motion(RIMM), ConAgra Foods(CAG), Walt Disney(DIS).
TheStockAdvisors - Beckton Dickinson(BDX)P/E is at 15, ROE is 24%, very little debt, the recent decline has provided a value entry point for a growth stock.
Zacks - Apollo Group(APOL) agressive growth, DeVry(DV) bullish earnings forecasts, American Capital Agency(AGNC), Inverness Medical Innovations(IMA) is cheap with a PEG of only .44.
Fool - Urban Outfitters(URBN) has been beated down with the rest of the retail sector, but has good business fundamentals. At $15 a share, off its $38 high, it has a P/E ratio of only 12, and analysts expect a 20% growth over the next 5 years. Other beaten down stocks that are good are Apple(AAPL) and Netflix(NFLX).
IBD - AECOM Technologies(ACM) provides management and design services for construction projects.
TheStockAdvisors - Beckton Dickinson(BDX)P/E is at 15, ROE is 24%, very little debt, the recent decline has provided a value entry point for a growth stock.
Zacks - Apollo Group(APOL) agressive growth, DeVry(DV) bullish earnings forecasts, American Capital Agency(AGNC), Inverness Medical Innovations(IMA) is cheap with a PEG of only .44.
Fool - Urban Outfitters(URBN) has been beated down with the rest of the retail sector, but has good business fundamentals. At $15 a share, off its $38 high, it has a P/E ratio of only 12, and analysts expect a 20% growth over the next 5 years. Other beaten down stocks that are good are Apple(AAPL) and Netflix(NFLX).
IBD - AECOM Technologies(ACM) provides management and design services for construction projects.
Friday, January 23, 2009
Thur Jan 22nd 2009 daily stock tracking
Street - Upgrades, Advance Auto Parts(AAP)$39, Hershey(HSY), Northern Trust(NTRS)$62, Automatic Data Processing(ADP), L.S. Starrett(SCX).
Top Insider Buys
Company Name (Ticker) Filer Name Title(s) Shares
Bought Dollar Value
J P Morgan Chase & (JPM) Dimon James CB,CEO,DIR 500,000 $11,464,600
Regen Biologics (RGBO) Mcneil Robert G DIR,BO 1,142,857 $4,000,000
Southern Copper (PCU) Grupo Mexico Sab De Cv BO 200,000 $3,060,000
Bank Of America (BAC) Lewis Kenneth D Lewis Kenneth D CB,CEO,
PR,DIR 200,000 $1,198,966
Bank Of America (BAC) Tillman Robert L DIR 200,000 $1,154,500
Regen Biologics (RGBO) Ivy Healthcare Capital II L P BO 285,715 $1,000,003
Bank Of America (BAC) Sloan Jr O Temple DIR 61,500 $367,505
National Coal (NCOC) Geologic Resource Partners LLC BO 187,290 $196,655
Bank Of America (BAC) Collins John T DIR 31,600 $184,784
Bank Of America Corp De (BAC) Barnet William III DIR 30,000 $172,500
Other insider buys are, DirecTV Group(DTV) $33 price target, KBR(KBR) target $30, and Financial Federal(FIF).
TheStockAdvisors - Obama energy and infrastructure big winners will be, Owens Corning(OC), General Electric(GE), Johnson Controls(JCI), First Solar(FSLR), Ormat Technologies(ORA), Vesta Wind Systems(VWSFY), and ABB Ltd(ABB). We believe Intel(INTC) is oversold, they are the leader in computer chips, 80% of their business is overseas, they have plently of cash so 4% yield is safe, buy aggressively in the $12-13 range.
24/7 Investor - Believes oil will continue in an upward trend, and gold will go up once inflation starts.
Fool - 10 top dividend paying stocks.
Company
Dividend Yield
5-Year Trailing Dividend Growth Rate
Levered Free Cash Flow Payout Ratio
Procter & Gamble (NYSE: PG)
2.8%
11%
51%
Microsoft (Nasdaq: MSFT)
2.8%
21%
31%
Johnson & Johnson (NYSE: JNJ)
3.2%
14%
57%
Lockheed Martin (NYSE: LMT)
2.9%
23%
24%
Chevron (NYSE: CVX)
3.8%
12%
32%
Company
Pfizer (NYSE: PFE)
7.4%
81%
Paychex
5%
86%
Altria (NYSE: MO)
7.5%
49%
Avery Dennison
5.8%
40%
MeadWestvaco
8.5%
29%
Source: Capital IQ, a division of Standard and Poor's.
Seven dividend winners -
Seven that Money Magazine looked at include 3M (NYSE: MMM), Johnson & Johnson (NYSE: JNJ), PepsiCo (NYSE: PEP), Emerson Electric (NYSE: EMR), Nucor (NYSE: NUE), Dover (NYSE: DOV) and Clorox (NYSE: CLX).
Top Insider Buys
Company Name (Ticker) Filer Name Title(s) Shares
Bought Dollar Value
J P Morgan Chase & (JPM) Dimon James CB,CEO,DIR 500,000 $11,464,600
Regen Biologics (RGBO) Mcneil Robert G DIR,BO 1,142,857 $4,000,000
Southern Copper (PCU) Grupo Mexico Sab De Cv BO 200,000 $3,060,000
Bank Of America (BAC) Lewis Kenneth D Lewis Kenneth D CB,CEO,
PR,DIR 200,000 $1,198,966
Bank Of America (BAC) Tillman Robert L DIR 200,000 $1,154,500
Regen Biologics (RGBO) Ivy Healthcare Capital II L P BO 285,715 $1,000,003
Bank Of America (BAC) Sloan Jr O Temple DIR 61,500 $367,505
National Coal (NCOC) Geologic Resource Partners LLC BO 187,290 $196,655
Bank Of America (BAC) Collins John T DIR 31,600 $184,784
Bank Of America Corp De (BAC) Barnet William III DIR 30,000 $172,500
Other insider buys are, DirecTV Group(DTV) $33 price target, KBR(KBR) target $30, and Financial Federal(FIF).
TheStockAdvisors - Obama energy and infrastructure big winners will be, Owens Corning(OC), General Electric(GE), Johnson Controls(JCI), First Solar(FSLR), Ormat Technologies(ORA), Vesta Wind Systems(VWSFY), and ABB Ltd(ABB). We believe Intel(INTC) is oversold, they are the leader in computer chips, 80% of their business is overseas, they have plently of cash so 4% yield is safe, buy aggressively in the $12-13 range.
24/7 Investor - Believes oil will continue in an upward trend, and gold will go up once inflation starts.
Fool - 10 top dividend paying stocks.
Company
Dividend Yield
5-Year Trailing Dividend Growth Rate
Levered Free Cash Flow Payout Ratio
Procter & Gamble (NYSE: PG)
2.8%
11%
51%
Microsoft (Nasdaq: MSFT)
2.8%
21%
31%
Johnson & Johnson (NYSE: JNJ)
3.2%
14%
57%
Lockheed Martin (NYSE: LMT)
2.9%
23%
24%
Chevron (NYSE: CVX)
3.8%
12%
32%
Company
Pfizer (NYSE: PFE)
7.4%
81%
Paychex
5%
86%
Altria (NYSE: MO)
7.5%
49%
Avery Dennison
5.8%
40%
MeadWestvaco
8.5%
29%
Source: Capital IQ, a division of Standard and Poor's.
Seven dividend winners -
Seven that Money Magazine looked at include 3M (NYSE: MMM), Johnson & Johnson (NYSE: JNJ), PepsiCo (NYSE: PEP), Emerson Electric (NYSE: EMR), Nucor (NYSE: NUE), Dover (NYSE: DOV) and Clorox (NYSE: CLX).
Thursday, January 22, 2009
Wed Jan 21st 2009 daily stock tracking
Street - Top 5 large-cap, McDonald's(MCD), Gilead Sciences(GILD), Southern(SO), Apollo Group(APOL), Medco Health Solutions(MHS). Upgrades - First Solar(FSLR) $190-210, IBM(IBM) $97, Johnson&Johnson(JNJ) $64, AmerisourceBergen(ABC), CNX Gas(CXG). Cramer reiterated his Dow picks, Verizon(VZ), Caterpillar(CAT), Home Depot(HD), Hewlett-Packard(HPQ), and (JNJ). Top 5 mid-caps, DeVry(DV), Landauer(LDR), California Water Service Group(CWT), Gentiva Health Services(GTIV), New Jersey Resources(NJR).
TheStockAdvisors - medical records, Quality Systems(QSII) and Cerner(CERN) are strong buys. Electronic Arts(EA) has taken a hit in the recession buy is a buy under $20 and a strong buy under $16. Stryker(SYK) is a bargain at 15.1x next year EPS, and we have set a "minimum sell price" of $95.46 within two or three years.
IBD - Bull article on for-profit schools like DeVry(DV), also Green Mountain Coffee Roasters(GMCR)
TheStockAdvisors - medical records, Quality Systems(QSII) and Cerner(CERN) are strong buys. Electronic Arts(EA) has taken a hit in the recession buy is a buy under $20 and a strong buy under $16. Stryker(SYK) is a bargain at 15.1x next year EPS, and we have set a "minimum sell price" of $95.46 within two or three years.
IBD - Bull article on for-profit schools like DeVry(DV), also Green Mountain Coffee Roasters(GMCR)
Tue Jan 20th 2009 daily stock tracking
Street - Education stocks are doing well due to increasing unemployment and Obama's stimulus plan to help with loans for education. Apollo Group(APOL), Career Education(CECO), Corinthian Colleges(COCO), Strayer Education(STRA), Grand Canyon Education(LOPE), DeVry(DV), Capella Education(CPLA). These stocks may start to go down once the economy starts to recover. Dividend increasers, CVS Caremark(CVS) yield of 1.1%, P/E of 13, PEG ratio .85, and Family Dollar Stores(FDO) yield is now 1.9%, the P/E and PEG are a little higher than competitors' average. Others mentioned include Corning(GLW) yield of 2.1%, Halliburton(HAL) yield of 2%. Health care stocks are the most attractive sector in the market, especially biotechnology, health care equipment and life science tools and services. Recommends Alkermes(ALKS), EnteroMedics(ETRM), Volcano(VOLC), Emergent Biosolutions(EBS), Gilead Sciences(GILD). Cramer - Likes Wells Fargo(WFC) even though bank stocks have been getting killed, bull on Paychex(PAYX) and National Grid. Upgrades - Motorola(MOT) $7, Research in Motion(RIMM) $75, Wendy's/Arby's(WEN) $7.
Fool - Alternative energy nuclear power, General Electric(GE), ABB(ABB), Entergy(ETR), Exelon(EXC).
Forbes - Stock of the week, Sequenom Inc.(SQNM) is a biotech company that specializes in genetics and molecular diagnostics.
TheStockAdvisors - Benefit from Obama's rebuilding plan, US Steel Corp(X) and Alcoa(AA), PowerShares Emerging Markets Infrastructure(PXR) is a good ETF pick for world growth.
Fool - Alternative energy nuclear power, General Electric(GE), ABB(ABB), Entergy(ETR), Exelon(EXC).
Forbes - Stock of the week, Sequenom Inc.(SQNM) is a biotech company that specializes in genetics and molecular diagnostics.
TheStockAdvisors - Benefit from Obama's rebuilding plan, US Steel Corp(X) and Alcoa(AA), PowerShares Emerging Markets Infrastructure(PXR) is a good ETF pick for world growth.
Monday Feb 19th 2009 daily stock tracking
Holiday Today!!!
Zacks - HealthSouth(HLS), Comfort Systems USA(FIX), Treehouse Foods(THS), World Fuel Services(INT).
Zacks - HealthSouth(HLS), Comfort Systems USA(FIX), Treehouse Foods(THS), World Fuel Services(INT).
Saturday, January 17, 2009
Sat Jan 17th, 2009 daily stock tracking
Blogging Stocks - Fifteen ETF Picks for 2009 from various newsletter advisors - S&P China SPDR(GXC), iShares MSCI Emerging Markets(EEM), Wisdom Tree Emerging Market Small Cap(DGS), Wisdom Tree International Small Cap Dividend(DLS), Consumer Staples ETF(XLP), PowerShares Value Line Industry Rotation ETF(PYH), PowerSharesDB Crude(DXO), ProShares Ultra Oil & Gas(DIG), SPDR Gold Trust(GLD) this is the most popular choice in this year's survey, PowerShares DB Gold Double Long(DGP), Market Vectors Gold Miners(GDX), ProShares Ultra Gold(UGL), ProShares Trust Short Financials(SEF), ProShares UltraShort Financials(SKF).
Street - Fast Money likes United States Oil(USO), Freeport McMoRan(FCE), Intel(INTC), Microsoft(MSFT), Johnson & Johnson(JNJ), Google(GOOG), ConocoPhillips(COP).
Week Summary - This week was all about the anticipation of Obama's stimulus plan. There are dozens of stocks that could benefit from the infrastructure build-up, an ETF like (FLM) or (IGF) is probably the easiest way to go without doing extensive research on each company. Health care stands to benefit also, with (GILD) and (CELG) being the most popular choices for biotech. I also like the generic drug stocks like (TEVA), and electronic medical records like (MDRX). As far as alternative energy goes an ETF is also easier here. There is continued pessimism about retail and banks, I would just stay away for now, even shorting the sector is risky because the government could pump in more money to the banks at any time elevating the stocks. China sounds good to me, there are several good ETF's to pick from, (FXI), (GXC). Other individual stocks to look at, (MCD), (AAPL), (DV), (XOM), (CVX), and Gold (GLD) and (GDX).
Street - Fast Money likes United States Oil(USO), Freeport McMoRan(FCE), Intel(INTC), Microsoft(MSFT), Johnson & Johnson(JNJ), Google(GOOG), ConocoPhillips(COP).
Week Summary - This week was all about the anticipation of Obama's stimulus plan. There are dozens of stocks that could benefit from the infrastructure build-up, an ETF like (FLM) or (IGF) is probably the easiest way to go without doing extensive research on each company. Health care stands to benefit also, with (GILD) and (CELG) being the most popular choices for biotech. I also like the generic drug stocks like (TEVA), and electronic medical records like (MDRX). As far as alternative energy goes an ETF is also easier here. There is continued pessimism about retail and banks, I would just stay away for now, even shorting the sector is risky because the government could pump in more money to the banks at any time elevating the stocks. China sounds good to me, there are several good ETF's to pick from, (FXI), (GXC). Other individual stocks to look at, (MCD), (AAPL), (DV), (XOM), (CVX), and Gold (GLD) and (GDX).
Friday, January 16, 2009
Friday, Jan 16th 2009 daily stock tracking
Street - Stocks with double digit gain potential, Seagate Technology(STX) the leading manufacturer of hard drives, predicting 9% annual growth thru 2012, P/E of 2.42. SPX Corporation(SPW) is a manufacturing company for energy infrastructure, automotive diagnostics, and sanitation markets, it has strong margins, a cheap valuation and modest dividend. Top 5 small-caps - American Physicians Service Group(AMPH), Tompkins Financial(TMP) corporate parent of 3 community banks, Aceto(ACET), PetMed Express(PETS), NCI(NCIT). Upgrades - Kellogg(K) $50, Sonus Networks(SONS) $2. Exxon, Chevron, Southwest Energy, and Nat. Gas are good
Assets with a strong correlation to oil
XOM 0.90
CVX 0.92
Natural Gas 0.83
SWN 0.94
SOURCE: TheStreet.com Ratings
TheStockAdvisors - Johnson & Johnson(JNJ) has good earnings consistency, has only dropped 10% compared to 40% for the market as a whole, good ROE and good debt to equity ratio. Tetra Tech(TTEK) is an environmental consulting company that is involved in designing alternative energy plants, wind power, they also have a core business revolving around safe drinking water. Growth is impressive at 28% a year since 2004.
Zacks - Allscripts-Misys Healthcare Solutions(MDRX) is well positioned to capitalize on Obama's desire to advance information technology in healthcare.
Assets with a strong correlation to oil
XOM 0.90
CVX 0.92
Natural Gas 0.83
SWN 0.94
SOURCE: TheStreet.com Ratings
TheStockAdvisors - Johnson & Johnson(JNJ) has good earnings consistency, has only dropped 10% compared to 40% for the market as a whole, good ROE and good debt to equity ratio. Tetra Tech(TTEK) is an environmental consulting company that is involved in designing alternative energy plants, wind power, they also have a core business revolving around safe drinking water. Growth is impressive at 28% a year since 2004.
Zacks - Allscripts-Misys Healthcare Solutions(MDRX) is well positioned to capitalize on Obama's desire to advance information technology in healthcare.
Thursday, January 15, 2009
Thur Jan 15th 2009 daily stock analysis
Street - Big drop in Asian stock markets today on U.S. consumer spending fears, and some bad earnings reports. New jobless claims numbers are more than expected. Fast Money final trades, buy Apple(AAPL) on the bad news of Steve Jobs health, plently of cash on hand, valuation getting cheap. Like Testoro(TSO) and ABB Limited(ABB). Upgrades - Dollar Tree(DLTR) $38, Ecolab(ECL) $46, WellPoint(WLP) $58, Google(GOOG) $420, growth will recover by 4th quarter of 2009. Bull on Celgene(CELG), Altria(MO), Public Service Enterprise(PEG).
TheStockAdvisors - Seaspan(SSW) container ships company with a huge yield of 24%, should not drop below 15% when all is said and done. Energy conversion(ENER)3% convertible bond due 6/15/2013, approximate cost is $490 per bond, mature at $1000 in 2013.
Yahoo - $825 billion stimulus bill. Article bits - $500 tax cut would reach 95 percent of workers and $1,000 for working couples. "It is about job creation," House Speaker Nancy Pelosi, D-Calif., said. "It is about clean, efficient energy in America to transform our economy through investments in science and technology. ... It is about modernizing our roads, bridges; education for the 21st century. $90 billion for traditional infrastructure projects such as road and bridge repair and construction, modernizing federal building, clean water and flood control projects, and rail and mass transit construction. Pelosi seems proudest of the measure's investments in renewable energy and science, including $32 billion to upgrade the nation's electrical distribution system, more than $20 billion in tax cuts to promote the development of alternatives to oil, and billions more to make public housing, federal buildings and modest-income homes more energy efficient. Obama issued a statement praising the bill, saying it would invest in priorities like health care, education, and energy. Other items in the measure include funds for state and local law enforcement, extending broadband service to rural and other underserved areas and $20 billion to computerize health records, a key priority of the incoming president.
IBD - ManTech International(MANT) provides military intelligence services.
TheStockAdvisors - Seaspan(SSW) container ships company with a huge yield of 24%, should not drop below 15% when all is said and done. Energy conversion(ENER)3% convertible bond due 6/15/2013, approximate cost is $490 per bond, mature at $1000 in 2013.
Yahoo - $825 billion stimulus bill. Article bits - $500 tax cut would reach 95 percent of workers and $1,000 for working couples. "It is about job creation," House Speaker Nancy Pelosi, D-Calif., said. "It is about clean, efficient energy in America to transform our economy through investments in science and technology. ... It is about modernizing our roads, bridges; education for the 21st century. $90 billion for traditional infrastructure projects such as road and bridge repair and construction, modernizing federal building, clean water and flood control projects, and rail and mass transit construction. Pelosi seems proudest of the measure's investments in renewable energy and science, including $32 billion to upgrade the nation's electrical distribution system, more than $20 billion in tax cuts to promote the development of alternatives to oil, and billions more to make public housing, federal buildings and modest-income homes more energy efficient. Obama issued a statement praising the bill, saying it would invest in priorities like health care, education, and energy. Other items in the measure include funds for state and local law enforcement, extending broadband service to rural and other underserved areas and $20 billion to computerize health records, a key priority of the incoming president.
IBD - ManTech International(MANT) provides military intelligence services.
Wed Jan 14th daily stock tracking
Street - Upgrades, Core Laboratories(CLB) $83, LaBranche(LAB) $6, Sohu.com(SOHU) $61. Article on Apple(AAPL) as a compelling valuation if shares drop below $80, but may be 2010 before numbers start to increase, Apple has enough cash to withstand. Top 5 large-caps - McDonald's(MCD), Gilead Sciences(GILD), Southern(SO), Apollo Group(APOL), Exxon Mobile(XOM). Obama will be good for generic-drug and biotech stocks, Teva(TEVA), Mylan(MYL), Genetech(DNA), Celgene(CELG), Amgen(AMGN), Gilead Sciences(GILD). Cramer likes recession resistan stock with plently of cash like Pfizer(PFE), Cocal Cola(KO), Colgate(CL), Clorox(CLX), and Kimberly-Clark(KMB). Bull on Joy Global(JOYG) and Bebe Stores(BEBE).
TheStockAdvisors - Emerging Markets(EEM), Apollo(APOL), France Telcom(FTE).
Investment U - Time to buy China, could do ETF like iShares FTSE/Xinhua China 25 Index ETF, or stocks like E-House Holdings(EJ), China Security and Surveillance(CSR), or Power Energy Generation Systems(APWR), China Mobile Ltd.(CML).
IBD - Thoratec(THOR) makes cardiovascular equipment, it only has a ROE of 5%, you usually want to see a minimum of 17%, but things are looking up, (THOR) is ranked 2nd amoung 117 stocks in this industry only behind Immucor(BLUD).
TheStockAdvisors - Emerging Markets(EEM), Apollo(APOL), France Telcom(FTE).
Investment U - Time to buy China, could do ETF like iShares FTSE/Xinhua China 25 Index ETF, or stocks like E-House Holdings(EJ), China Security and Surveillance(CSR), or Power Energy Generation Systems(APWR), China Mobile Ltd.(CML).
IBD - Thoratec(THOR) makes cardiovascular equipment, it only has a ROE of 5%, you usually want to see a minimum of 17%, but things are looking up, (THOR) is ranked 2nd amoung 117 stocks in this industry only behind Immucor(BLUD).
Tue Jan 13th daily stock tracking
Street - Cramer likes China to lead the world economic recovery. iShares FTSE/Xinhua China(FXI), China Security & Surveillance(CSR) looks attractive at 2x earnings, A-Power Energy Generation Systems(APWR), Gushan Enviromental Energy(GU), WSB Holdings(WSB), LVMH Moet Hennessy Louis Vuitton(LVMUY), and Tiffany(TIF) are some examples for China. He also thinks Caterpillar(CAT) is a steal under $40, NYSE Euronext(NYX) yeilds 4.9%, Home Depot(HD) yeilds 4%, ConocoPhillips(COP) had a huge sell-off to $45 but now trades at 7.1x earnings, Research In Motion trades at 12x earnings with a growth rate of 25%. Bull on Ashland(ASH), Bristol-Myers Squibb(BMY), Kroger(KR), Dryships(DRYS), and Frontline(FRO). Top 5 all-around-value stocks - NTT DoCoMo(DCM) provides wireless communication in Japan, Exxon Mobil(XOM), Chevron(CVX), FPL Group(FPL) owns and operates Florida Power & Light, Verizon Communications(VZ). Upgrades - Alberto-Culver(ACV) $29, Icon(ICLR) $25, Kimberly-Clark(KMB) $60, Apple(AAPL) $132, Celgene(CELG) $72. Retail stocks as a whole should be avoided, but there are some compelling valuations on companies who have a lot of cash with little debt such as, Wet Seal(WTSLA), BeBe(BEBE), Hot Topic(HOTT), and VF Corp(VFC).
TheStockAdvisors - Biogen(BIIB) makes Tysabri, the MS drug that has caused a deadly brain infection in 1 of 6,000 patients, sells at 12x earnings, target $60. Activision(ATVI) is very attractivley valued.
Zacks - Gilead Sciences(GILD) share price continues to go up based on increased earnings estimates for its HIV drug.
TheStockAdvisors - Biogen(BIIB) makes Tysabri, the MS drug that has caused a deadly brain infection in 1 of 6,000 patients, sells at 12x earnings, target $60. Activision(ATVI) is very attractivley valued.
Zacks - Gilead Sciences(GILD) share price continues to go up based on increased earnings estimates for its HIV drug.
Subscribe to:
Posts (Atom)