Street - Cramer bullish on Dow Cramer's Dow Outlook for 2009
Company Target 2008 Close % Change Dow Point Change
GM $2.00 $3.20 -60.00% -9.6
HPQ $44.00 $36.29 17.52% 61.4
HD $26.00 $23.02 11.46% 23.7
INTC $15.00 $14.66 2.27% 2.7
IBM $92.00 $84.16 8.52% 62.4
JNJ $71.00 $59.83 15.73% 89.0
Source: TheStreet.com
Hewlett-Packard(HPQ)$44, Home Depot(HD), but Lowe's(LOW)is better, Intel(INTC)skip in favor of (HPQ), (JNJ)$71, buy aggressively in mid $50s. Upgrades - AK Steel(AKS)$15, Northern Trust(NTRS)$64, Lowe's(LOW)$25.
a summary of various stock recommendations from various sources.
Wednesday, January 7, 2009
Tue Jan 6th daily stock tracking
Street - Cramer is bullish on the Dow and buying a China ETF iShares FTSE/Xinua in a market that was down 60% last year. American Express(AXP)could go back to $22 and their dividend is not in jeopardy. AT&T(T)may even raise dividen and could go back to $35. Boeing(BA)may be a buy later in the year up to a price of $42. Citigroup(C)could go to $9. Freeport-McMoRan(FCX)go to $15. Bank of America(BAC)has to much exposure to the consumer, prefer JPMorgan Chase(JPM)as a way to play any stabilization in banks. Caterpillar(CAT)will go back to $55 on big orders from the U.S. Government and China. Chevron(CVX)should rally to $82, buy aggressively on any decline. ExxonMobile(XOM)is also good. Coca-Cola(KO)could trade to $49, but the better buy is Pepsi(PEP)with a target $75 because of their frito Lay business.
Cramer's Dow Outlook for 2009 Predicted % gains.
AA $15.00 $11.26 24.93% 29.8
AXP $22.00 $18.55 15.68% 27.5
T $35.00 $28.50 18.57% 51.8
BAC $18.00 $14.08 21.78% 31.2
BA $42.00 $42.67 -1.60% -5.3
C $9.00 $6.71 25.44% 18.2
CAT $55.00 $44.67 18.78% 82.3
CVX $82.00 $73.97 9.79% 64.0
KO $49.00 $45.27 7.61% 29.7
DIS $26.00 $22.69 12.73% 26.4
DD $32.00 $25.30 20.94% 53.4
GE $20.00 $16.20 19.00% 30.3
Source: TheStreet.com
Upgrades - Apple(AAPL)$135, Ciena(CIEN)$10. TheStockAdvisors - Bristol-Myers(BMY)dividend of 6%, trades at 11x 2009 earnings estimates, plently of cash. Eni(E)highest dividend of major oils at 8.5%, buy under $60. Potash(POT)top pick for 2009, target price mid $90s, now at $50. Teck Cominco(TCK)most promising stock for 2009, selling for less than book value because of a recently suspended dividend to buy distressed assets, its a Canadian mining co. Bird(BIRDF)Canadian infrastructure play, top pick 2009, now yeilds around 10%, buy up to $20. China SPDR(GXC)top 2009 pick, much lower expense ratio and broader portfolio than its main competitor Ishares FTSE/Xinhua China 25 Index(ASE:FXI). URS Corp(URS)construction mangement firm as top 2009 pick. IBD - Gilead Sciences(GILD). Yahoo Nine Stocks for 2009 - Green Mountain Coffee Roasters(GMCR). Greatbatch(GB), Quality Systems(QSII), and Almost Family(AFAM)with attention to healthcare and electronic records all 3 stand to benefit. Fuel Systems Solutions(FSYS) and Energy Conversion Devices(ENER) are favorite alternative energy plays. Life Partners Holdings(LPHI)buys life insurance policies. ETFs I like, Proshares Ultra Financials(UYG), Ishares Xinhua China(FXI).
Cramer's Dow Outlook for 2009 Predicted % gains.
AA $15.00 $11.26 24.93% 29.8
AXP $22.00 $18.55 15.68% 27.5
T $35.00 $28.50 18.57% 51.8
BAC $18.00 $14.08 21.78% 31.2
BA $42.00 $42.67 -1.60% -5.3
C $9.00 $6.71 25.44% 18.2
CAT $55.00 $44.67 18.78% 82.3
CVX $82.00 $73.97 9.79% 64.0
KO $49.00 $45.27 7.61% 29.7
DIS $26.00 $22.69 12.73% 26.4
DD $32.00 $25.30 20.94% 53.4
GE $20.00 $16.20 19.00% 30.3
Source: TheStreet.com
Upgrades - Apple(AAPL)$135, Ciena(CIEN)$10. TheStockAdvisors - Bristol-Myers(BMY)dividend of 6%, trades at 11x 2009 earnings estimates, plently of cash. Eni(E)highest dividend of major oils at 8.5%, buy under $60. Potash(POT)top pick for 2009, target price mid $90s, now at $50. Teck Cominco(TCK)most promising stock for 2009, selling for less than book value because of a recently suspended dividend to buy distressed assets, its a Canadian mining co. Bird(BIRDF)Canadian infrastructure play, top pick 2009, now yeilds around 10%, buy up to $20. China SPDR(GXC)top 2009 pick, much lower expense ratio and broader portfolio than its main competitor Ishares FTSE/Xinhua China 25 Index(ASE:FXI). URS Corp(URS)construction mangement firm as top 2009 pick. IBD - Gilead Sciences(GILD). Yahoo Nine Stocks for 2009 - Green Mountain Coffee Roasters(GMCR). Greatbatch(GB), Quality Systems(QSII), and Almost Family(AFAM)with attention to healthcare and electronic records all 3 stand to benefit. Fuel Systems Solutions(FSYS) and Energy Conversion Devices(ENER) are favorite alternative energy plays. Life Partners Holdings(LPHI)buys life insurance policies. ETFs I like, Proshares Ultra Financials(UYG), Ishares Xinhua China(FXI).
Tuesday, January 6, 2009
Mon Jan 5th daily stock tracking
Street - Top 5 fast growth, DeVry(DV), Cubist Pharmaceuticals(CBST), Aceto(ACET), NCI(NCI), ManTech International(MANT). Upgrades - Amazon.com(AMZN)$65, Teradyne(TER)$6, Union Pacific(UNP)$57. Cramer likes Goldman Sachs(GS), Nordic American Tanker(NAT)buy below $35, Terra Nitrogen(THN)yeilds more than 11%, fertilizer stocks are hot. Favorite Dow stock is Hewlett-Packard(HPQ)it currently has a very low P/E, favorite tech play. Bull on BB&T(BBT)(WFC)(BAC)(BBY)(GOOG)Ultra Petroleum(UPL)(GS)Itron(ITRI)Dicks Sporting Goods(DKS). Standard&Poor's - Caterpillar(CAT)there is strong demand in China target of $55. Accenture(ACN)target $35. TheStockAdvisors - AeroViroment(AVAV), Apple(AAPL)as best of breed. Zacks - URS Corp(URS), DeVry(DV), NCI(NCIT), Medifast(MED). Forbes stock of the week - PetMed Express(PETS)consumers are still willing to spend money on pets, trades at a discount to its growth rate. IBD - Almost Family(AFAM)provides in-home nursing care.
The Street - NINE EXCHANGE TRADED FUNDS FOR '09
NAME, TICKER & TheStreet.com RATINGS GRADE INCEPTION DATE YIELD (%) TOTAL EXPENSE RATIO(%) 3-MO. TOTAL RET'N (%) 12-MO. TOTAL RET'N (%)
INCOME & SAFETY
Consumer Staples Select Sector SPDR (XLP) A 12/14/1998 3.14 0.23 -13.88 -15.74
iShares Lehman TIPS Bond (TIP) A+ 12/4/2003 9.44 0.20 -11.01 -6.55
iShares S&P Global Healthcare (IXJ) B+ 11/13/2001 3.30 0.48 -23.08 -30.17
iShares S&P Global Telecom (IXP) A 11/12/2001 5.87 0.48 -19.42 -35.87
Vanguard Utilities ETF (VPU) B+ 1/26/2004 3.97 0.20 -19.26 -26.84
GLOBAL ECONOMIC STIMULUS
iShares S&P Glb Infrastructure Idx (IGF) U 12/10/2007 1.49 0.48 -32.58 N/A
iShares S&P Global Clean Energy Ind (ICLN) U 6/24/2008 0.00 0.48 -61.77 N/A
SPDR SP Intl Materials Sec ETF (IRV) U 7/16/2008 1.44 0.50 -49.27 N/A
BROAD EQUITY DIVERSIFICATION
Vanguard Total World Stock ETF (VT) U 6/24/2008 0.00 0.25 -33.13 N/A
Source: TheStreet.com Ratings (Data as of 11/30/2008)
The Street - NINE EXCHANGE TRADED FUNDS FOR '09
NAME, TICKER & TheStreet.com RATINGS GRADE INCEPTION DATE YIELD (%) TOTAL EXPENSE RATIO(%) 3-MO. TOTAL RET'N (%) 12-MO. TOTAL RET'N (%)
INCOME & SAFETY
Consumer Staples Select Sector SPDR (XLP) A 12/14/1998 3.14 0.23 -13.88 -15.74
iShares Lehman TIPS Bond (TIP) A+ 12/4/2003 9.44 0.20 -11.01 -6.55
iShares S&P Global Healthcare (IXJ) B+ 11/13/2001 3.30 0.48 -23.08 -30.17
iShares S&P Global Telecom (IXP) A 11/12/2001 5.87 0.48 -19.42 -35.87
Vanguard Utilities ETF (VPU) B+ 1/26/2004 3.97 0.20 -19.26 -26.84
GLOBAL ECONOMIC STIMULUS
iShares S&P Glb Infrastructure Idx (IGF) U 12/10/2007 1.49 0.48 -32.58 N/A
iShares S&P Global Clean Energy Ind (ICLN) U 6/24/2008 0.00 0.48 -61.77 N/A
SPDR SP Intl Materials Sec ETF (IRV) U 7/16/2008 1.44 0.50 -49.27 N/A
BROAD EQUITY DIVERSIFICATION
Vanguard Total World Stock ETF (VT) U 6/24/2008 0.00 0.25 -33.13 N/A
Source: TheStreet.com Ratings (Data as of 11/30/2008)
Sunday, January 4, 2009
Week of Dec 29th-Jan 4th, 2009 daily stock tracking
Week Summary - The continued themes for the week are Obama's infrastructure build-up along with several countries around the world using the same idea to stimulate their economy through job creation, also spending on health-care research and development and big-pharm as a safe place to invest, and finally the eventual re-bound in first energy and second home-building. The easiest way to play infrastructure is through an etf like (FLM)first trust global engineering and construction or (PKB)power shares building and construction. I like (FLM) better because its global, has more major construction infrastructure type companies, and a much cheaper expense ratio. (PKB) has more US companies but has big holdings in (HD) and (LOW)that are primarly home repair, it is also more expensive. For the re-bound in oil I like (XOM)and(CVX), for more variety try (DIG)its an etf whose top holdings are XOM-35%, CVX-13%, COP-6%, SLB-5%, etc, it has more oil service and drilling companies that may take a while longer to recover, but should do so. For retail stick with (WMT), food I like and own(MCD), health/pharm I like and own(GILD)they have a speciality for HIV drugs, (CELG)is advanced in cancer research. Other likes, (PAGG)an agriculture etf with companies like (POT)(MOS)(AGU)etc, should do well with commodities rebound and continued world-wide demand for food.
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).
Thursday, January 1, 2009
Thursday Jan 1st daily stock tracking
CNBC - Stocks with promising returns Cisco Systems(CSCO), NYSE Euronext(NYX), Fluor(FLR). Street - Cramer is buying Black&Decker(BDK) and Eaton(ETN), and likes and owns Gilead(GILD), (JNJ), and Procter&Gamble(PG). Fast Money Recap - Like United States Oil(USO), stick with solid infrastructure stocks that pay dividends like Deere(DE) and United States Steel(X).
Wednesday, December 31, 2008
Wed Dec 31 daily stock tracking
Street - Top 5 value stocks NTT DoCoMo(DCM), ExxonMobile(XOM), Chevron(CVX), DIRECTTV Group(DTV), Burlington Northern Santa Fe(BNI). Bloggingstocks 9 Value Stocks for 2009 - American Eagle Outfitters(AEO), Anadarko Petroleum, Anglo American(AAUK), Annaly Capital Management, Diageo(DEO), EZCorp, General Electric(GE), Intuitive Surgical, Wells Fargo(WF). InvestorPlace - top 10 for 2009 Jacobs Engineering(JEC)hit a 52wk high of $100 now under $30 will benefit big from infrastructure build-up. General Electric(GE)very good price to buy this blue-chipper that was hurt by exposure to the credit markets. Chesapeake Energy(CHK)natural gas. Pulte Homes(PHM)bottom in homebuilding? Tesoro Petroleum(TSO)shares have droped over 85%. Chicago Bridge and Iron(CBI)slightly more than $5 a share. Mosaic(MOS)down 85%. Archer Daniels Midland(ADM). Transocean(RIG)wise buy for the rebound in oil. Fluor corporation(FLR)favorite of the 10 on this list. MSN Jubak's 2009 picks Deere(DE)Enbridge(ENB)ExxonMobile(XOM)Flowserve(FLS)Rayonier(RYN), second half Goldcorp(GG)Google(GOOG)HSBC(HBC)Petrobras(PBR)Thompson Creek Metals(TC). Fortune best for 2009 - Altria(MO)Annaly(NLY)Dell(DELL)Devon Energy(DVN)Diamond Offshore(DO)Fluor(FLR)(JNJ)Medco Health Solutions(MHS)Pfizer(PFE)Potash Corp(POT). CNN ten best for 2009 - (MO), Annaly(NLY)sells at $13 with forward P/E of 5 and dividend yield of 16%, (DELL),Devon Energy(DVN), Diamond Offshore(DO)at $66, barclays capital has a target of $134, trade for 6x 2009 profits that are locked in by long-term contracts, dividend 12%, Fluor(FLR), (JNJ), Medco Health Solutions(MHS), Pfizer(PFE), Potash(POT).
Tue Dec 30th daily stock tracking
Street - Cramer likes Nucor(NUC) and Caterpillar(CAT)because they are both industrials with consistent high yields. TSC upgrades - Tower Group(TWGP)insurance and services to small to mid-size businesses. Fast Money recap - Buyer of Microsoft(MSFT) and Intel(INTC)at these low prices, Exxon Mobile(XOM)should recover strong, final trades, Toyota Motor(TM),Target, play oil through Schlumberger(SLB), Siemens(SI). Under $10 stock recommendations WSP Holdings(WH)oil service company that just raised guidance, Imax(IMAX)movie theateres, Manitowoc(MTW), Ashland(ASH), Focus Media(FMCN), Dry Ships(DRYS). Zacks - Diamond Foods(DMND), Yum Brands(YUM), Green Mountain Coffee Roasters(GMCR), Noven Pharmaceuticals(NOVN). IBD - McDonalds(MCD)with 64.09 buy point. MSN 10 stocks for a Jan bounce - steel companies U.S.Steel and AK Steel, auto sector plays Exide Technologies and Goodyear Tire & Rubber, chemical companies Flotek Industries and Solutia, construction plays Shaw Group, Ingersoll-Rand, Freeport-McMoRan
Monday, December 29, 2008
Monday Dec 29th daily stock tracking
Street - Cramer sees good year for biotech Celgene(CELG) and Gilead(GILD), buying position in Unilever(UN),favorite biotech for 2009 Gildead(GILD), BioMarin Pharmaceuticals(BRMN), Amag Pharmaceuticals(AMAG). Top 5 Fast-Growth - DeVry(DV), Cubist Pharmaceuticals(CBST), Aceto(ACET), NCI Inc(NCIT), ManTech(MANT).
Week of Dec 22nd-28th daily stock tracking
Week Summary - I agree that stocks related to the rebuilding of infrastructure will do well. I think Google(GOOG) is in a good position to dominate search and will recover strongest with the economy. Lowes(LOW)will start to see more business as the housing crisis ends in mid 2009 to 2010. Energy stocks should recover along with the recovery of China, the safer names are (XOM)and(CVX),but some of the smaller coal(BTU),(ACI) and nat gas names should do better, Burlington Northern Railway(BNI)is in the best position to transport coal when Chinas demand returns. The best retail is still (WMT) and (COST).
Friday, December 26, 2008
Dec 24th daily stock tracking
Street - cramer, Wells Fargo(WFC)JPMorgan(JPM)U>S>Bancorps(USB)good financials, Wal-Mart(WMT)CVS(CVS)retailers with clean balance sheets. (WMT)big winner for next year, like (COST), (VZ and(T) will be winners, Lowe's(LOW)will pull away from (HD), cacual dining winners, Paneras(PNRA) Yum Brands(YUM) and(MCD), insurance Chubb(CB) and Travelers(TRV), also Oracle(ORCL), obvious ones Google(GOOG), (RIMM), (AAPL), Amazon(AMZN). Like General Mills(GIS) and Kroger(KR). Top 5 large-caps (MCD), Southern(SO), (GIS), Amgen(AMGN), (XOM). Fast Money - likes American Eagle(AEO), Cablevision(CVC)number 1 name for 2009. Zacks - EZCORP(EZPW)DeVry(DV)Sl Corp.(SONE)Encore Wire(WIRE). TheStockAdvisors - Top 10 undervalued stocks with divident, earnings quality rating of at least A-, long-term dividend growth, P/E ratio of 15 or less, payout ratio of 50% or less, debt of 50% or less: Philip Morris International(PMI)Colgate palmolive(CL)Altria Group(MO)Johnson&Johnson(JNJ)Procter&Gamble(PG)Nike(NKE)Coca-Cola(KO)Automatic Data Processing(ADP)Emerson Electric(EMR)Air Products&Chemicals(APD).
Dec 26th daily stock tracking
Street - Tech investors guide, Hewlett-Packard(HPQ)will emerge well from the economic crisis, security software such as (MFE) and (SYMC) may feel pressure from (MSFT) who is planning on free software in 2009. Apple(AAPL)should do well with gaining more of the cell phone market. Top 5 small-caps Aceto(ACET), American Physicians Service Group(AMPH), NCI(NCIT), PetMed Express(PETS), Emergency Medical Services(EMS). Upgrade - Thoratec(THOR) circulatory support products, Netflix(NFLX), Corinthian Colleges(COCO), FMC Corporation(FMC), Aurizon Mines(AXK). Cramer - favorite retails Bebe Stores(BEBE)trades at 16x earnings, plently of cash, and a share buyback program, Jones Apparel(JNY), American Eagle Outfitters(AEO), bull on Nucor(NUE)Consolidated Edison(ED)Walt Disney(DIS)Allscripts Healthcare(MDRX)Anadarko Petroleum(APC). Tim Melvin likes Darling International(DAR) as his favorite stock for 2009, the company processes animal by-products, trades at a single digit P/E ratio and EBITDA ratio of less than 3, also likes convertible bonds at these levels focus on Nicholas Applegate Convertible Fund(NCV) trades at a discount to (CHY) and (GCV), for infrastructure rebuild like LB Foster(FSTR), Mueller Water(MWA) also (FWLT) and (FLR). Zacks - Immucor(BLUD)Shenandoha Telecommunications(SHEN)Bio-reference Labs(BRLI)GEO Group(GEO). Fool - favorite retail stock is The Buckle(BKE)recent market decling has put it at just 9x next years expected earnings, my target price is $38
Wednesday, December 24, 2008
Dec 23rd daily stock tracking
Street - Top 5 value stocks, NTT DoCoMo(DCM)wireless telecommunation services in Japan, Exxon Mobil(XOM), Kroger(KR), Chevron(CVX), Burlington Northern Santa Fe(BNI). Stocks with high recovery potential, Tecumseh Products(TECUA)makes compressors for refigeration and air conditioning, shares are cheap at 1/3 of tangible book value, Integrated Device Technology(IDTI)semiconductors, strong balance sheet, Boston Scientific(BSX)cardiac stent market share leader, cardiac rythm products. bull - (GSK)(PEP)(PFE)(VZ)(PMI)(FLO)(CAT). Zacks - Warner Chilcott(WCRX)Techne(TECH)Fuel Systems Solutions(FSYS)NorthWestern(NWE). TheStockAdvisors.com - Intel(INTC)best of breed, down 50% from high, six-year low, 4% yield, good buy. Cemex(CMX)play on infrastructure $8.16 a share was over$30. IBD - Abbott Laboratories(ABT)
Dec 22nd daily stock tracking
Street - Plains All American Pipeline(PAA)is a big player in the transportation and storage of oil and gas, currently yeilds 10%. Top 5 fast growth - DeVry(DV), Cubist Pharmaceuticals(CBST), Aceto(ACET), NCI(NCIT), EZCorp(EZPW). Upgrades, Fidelity National(FNF)$21, Nucor(NUE)$53.Cramer - those who like a wear dollar theory, Heinz(HNZ), Schering-Plough(SGP), General Mills(GIS), McDonald's(MCD), Caterpillar(CAT), those who belive the slowdown will be long go dividend plays Pfizer(PFE), AT&T(T), Bristol-Myers(BMY), belive the stimulus will work, Black&Decker, ITT(ITT), Hewlwtt-Packard(HPQ), Ingersoll Rand(IR), Freeport-McMoRan(FCX), if you want faster growth, Apple(AAPL), Intel(INTC), Research In Motion(RIMM), Google(GOOG), for hypergrowth, Celgene(CELG), Gilead(GILD), Amgen(AMGN), Genzyme(GENZ), think housing is going to run up, JPMorgan(JPM), Band of America(BAC), Wells Fargo(WFC). At the time of this article Cramer was long JPMorgan(JPM), GoldmanSachs(GS), Black&Decker, Gilead, Celgene, (FCX), (HPQ), (MCD), General Mills, and Eaton. Cramer Mad Money Recap - Eli Lily(LLY)5.2% yield and goog pipeline to 2012, weekly injection for diabetes, strong cash position, bull on (BP), (GILD), (CPB), (YHOO), (COP), bear on (DNA), (HOG), (FTI), Applied Materials, cramer long on (BP), (GILD), (COP). Barron's Roundup - Retaliers that may survive, Sears(SHLD), Macy's(M), Amazon.com(AMZN), bullish on Microsoft(MSFT) and Nomura Holdings(NMR), latest hedge fund buys, AIG(AIG), VMware(VMW), Burlington Northern(BNI). TheStockAdvisors.com - Barrick Gold(ABX)when inflation takes off after the global recovery near the end of 2009 Gold will go up also, Barrick has the gold industry's only A-rated balance sheet. Cash is king Technology investment picks, Qualcomm(QCOM)& Adobe(ADBE)both long-term buys. Zacks - Chemed(CHE), Strayer Education(STRA), AeroVironment(AVAV), Fresh Del Monte Produce(FDP). Fool.com - likes Peabody Energy(BTU) as the best positioned coal company for Chinas economic recovery. IBD - likes Panera Bread(PNRA). Forbes Stock of the Week - Treehouse Foods(THS)private label business at $24.50 trades at 156 times this years earnings, expect 20% growth next 5 years.
Saturday, December 20, 2008
Week of Nov. 24th-30th daily stock tracking
Barron's Health-Care Stock Picks - Bard, Teva, Baxter, Express Scripts, Like Home Depot(HD)$27.50 target, cheap now, Intel(INTC)strong cash position. Zacks - Green Mountain Coffee Roasters(GMCR). TheStockAdvisors - General Electric(GE)selling at 8x earnings and yield 8%. IBD - Stericycle(SRCL)
Dec 20th daily stock tracking
The Motley Fool - Best stock for 2009 ExxonMobile(XOM), best balance sheet of all big oils. BusinessWeek - PepsiCo(PEP).
Week Summary - I like ExxonMobile(XOM)oil/gas prices will recover with supply cuts and economic recovery. Pepsi(PEP)is a strong company that has products people will continue to buy. Altria(MO)people will not stop buying cigs, best of breed. I agree that the hard hit agriculture stocks are very attracitve at these levels, will have to do more research to decide on the best one (POT), (MOS)? I like Hewlett-Packard(HPQ)as best of breed, strong company. Now may be the time to look at Home Depot(HD). Good luck!
Week Summary - I like ExxonMobile(XOM)oil/gas prices will recover with supply cuts and economic recovery. Pepsi(PEP)is a strong company that has products people will continue to buy. Altria(MO)people will not stop buying cigs, best of breed. I agree that the hard hit agriculture stocks are very attracitve at these levels, will have to do more research to decide on the best one (POT), (MOS)? I like Hewlett-Packard(HPQ)as best of breed, strong company. Now may be the time to look at Home Depot(HD). Good luck!
Friday, December 19, 2008
Week of Dec 1st-7th daily stock tracking
TheStockAdvisors - Steris(STE)sterilization and decontamination equipment, recession proof industry, use 25% sell stop, Burlington Northern(BNI)favorite rail stock, target $100, PepsiCo(PEP)lowest valuation since 1990 at 13x earnings making it a buy now, 3% yield, Heinz(HNZ)P/E of just 14x next year predicted earnings historically low valuation, 4% yield, Diamond Foods(DMND)solidly growing, recession proof, 22x 2009 earnings, Terex(TRX)infrastructure play with aggressive inside buyers down 86% year to date, 52wk high was $76.25 Cramer - like Hewlett-Packard(HPQ)good numbers on last report but no real jump, Lowe's(LOW), Home Depot(HD), Sears(SHLF)interesting if you think housing is going to bottom, Macy's(M)good retail, AT&T(T), Verizon(VZ) IBD - SXC Health Solutions(SXCI)computer software-medical industry group, Steris(STE) Street - Leap Wireless(LEAP)target$43, Goldman(GS)target $137, Merk(MRK)target$31, Dyncorp(DCP) $21, Global Payments(GPN) $37, Red Hat(RHT)$16, Applied Materials(AMAT)but, Genzyme(GENZ)$75, CVS(CVS)$36, GE(GE)$20, Google(GOOG)$500, Research In Motion(RIMM)$62, good time to buy (FCX)with low copper prices and recent dividend cut, Intuit(INTU)$26, Williams-Sonoma(WSM)$10, Apollo Group(APOL)$88, Alcon(ACL) 13x forward earnings, 3.2% yield, target $105-110, Prudential(PRU)$30 Zacks - Abbott Labs(ABT)yeild of 2.75%, YUM Brands(YUM) Forbes - Stock of the week is Hologic(HOLX)it bottomed out at $10.54.
Week of Dec 8th-14th daily stock tracking
TheStockAdvisors - Intuitive Surgical(ISRG)trading at lowest valuation since 2001, trades at 23x projected 2009 earnings, no debt and cash, American Movil(AMX)down 44% last year, trades at 7.5x 2009 estimates, company generates 25-35% ROE selling a less than 50% of its growth rate, Jos A Bank(JOSB)matches the value criteria used by our Benjamin Graham stock screening model, Veolia(VE)worlds largest water utility, down to $25 a share from $100, shares trading at 2x cash flow, buy under $40, Tesoro(TSO)refinery turnaround,down to $8 from $60 a shape price of half the book value, and trading at 6x earnings, URS Corp(URS)engineering construction and technical services, Colgate(CL) Street - Oil has bottomed, buy now, Intel(INTC)upgrade $17, Google(GOOG)$400 target, Urban Outfitters(URBN)$18 target, Viacom(VIA)conviction buy list $20, Bristol-Myers Squibb(BMY)upgrade $25, Kimberly-Clark(KMB)$65, Telemig Celular(TMB)upgrade$52, Alpha Natural(ANR)$32, Hartford Financial(HIG)$21. Zacks - Monsanto(MON)recently started dividend. IBD - Green Mountain Coffee Roasters(GMCR)
Week of Dec 15th-21st daily stock tracking
IBD - Walmart(WMT) 12-16, ITT Educational Services(ESI) 12-15, Cramer - Buy Schering-Plough(SGP), Street - Best Buy(BBY)upgrade $33, Cephalon(CEPH)upgrade $82, Altria(MO)upgrade $20, Zacks - McDonalds(MCD) continues to be a strong growth and income stock
Dec 19th daily stock tracking
STREET - Top 5 Small-Caps, Aceto(ACET)support marketing and distribution for chemical companies, impressive EPS growth and solid financial position, PetMed Express(PETS)solid stock price performance, growth in income and revenue, solid financial position, American Physicians Service Group(AMPH)an insurance and financial services firm, solid financial position, ROE, EPS, and expanding profit margins, NCI(NCIT)information technology services to US government angencies, growth in revenue and net income, EPS, ROE, and solid stock price performance, Emergency Medical Services(EMS)revenue and income growth, EPS, solid financial position. Cramer's top industrial stock picks, (DE),(ITT),(PG),(IR),(ETN),FCX),(PH), top 2009 stock pick is Altria(MO)!, also more infrastructure names to look at Chicago Bridge & Iron(CBI), Jacobs Engineering(JEC), Foster Wheeler(FWLT), Shaw(SGR), Caterpillar(CAT)good yield, bottom is in for these stocks, Corning(GLW) Upgrades-Cantel Medical(CMN), Life Partners Holdings(LPHI)financial services company, BMC Software(BMC)$32, Coca-Coal Enterprises(CCE)$17, Darden Restaurants(DRI)$31. Fast Money Recap-Good opportunity to by financials like(GE), Prudential Financial(PRU), and Hartford Financial Services(HIG) on weakness, there is opportunity in the corporate bond market, attractive risk-reward, look at a high-yield fund from Vanguard, Charles Schwab, or Fidelity, like Siemens AG(SI) 97% exposed to infrastructure, Celgene(CELG), good plays on weak dollar, Priceline.com(PCLN), Joy Global(JOYG), Bucyrus International(BUCY), Cisco(CSCO) will be involved in the global infrastructure buildout, United Health(UNH) will have a good 2009.
TheStockAdvisors - Taiwan Semiconductor(TSM)best of breed stock at current price has a yeild of 6% with plently of cash to sustain, some risk in this market, Southern Peru(PCU)down 70% this year selling at just 6x earnings, yeilds 10% with plently of cash, contrarian play with commodity prices unpredictable, Bristol-Myers(BMY)favorate pharma , pays 5.8% dividend only big pharma to do so.
Zacks - Emergency Medical Services(EMS), L-3 Communications(LLL), Micro Muffler Brake(MNRO), Republic Airways(RJET).
TheStockAdvisors - Taiwan Semiconductor(TSM)best of breed stock at current price has a yeild of 6% with plently of cash to sustain, some risk in this market, Southern Peru(PCU)down 70% this year selling at just 6x earnings, yeilds 10% with plently of cash, contrarian play with commodity prices unpredictable, Bristol-Myers(BMY)favorate pharma , pays 5.8% dividend only big pharma to do so.
Zacks - Emergency Medical Services(EMS), L-3 Communications(LLL), Micro Muffler Brake(MNRO), Republic Airways(RJET).
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- ericblake
- 39 year old male with live in girlfriend, two kids