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.

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).

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.

Mon Jan 12th daily stock tracking

Street - Top 5 fast growth stocks, DeVry(DV) completed acquisition of Apollo College and Western Career College, a lot of laid-off workers are going back to school. Aceto(ACET) provides support for various chemical companies. Cubist Pharmaceuticals(CBST) for anti-infective market. Gilead Sciences(GILD). ManTech International(MANT) provides national security services. Oil dropped to below $39 a barrel today but futures contracts for March and April are at $46 and $49 a barell respectivley suggesting that most investors expect oil to recover. Upgrades - Hologic(HOLX) $14, Activision(ATVI) $15, Qualcomm(QCOM) $42. Cramer likes Terra Nitrogen(THN) better than Potash(POT) because of the dividend. Bull on - Consolidated Edison(ED), Salesforce.com(CRM), BP(BP), Philip Morris International(PM), Wells Fargo(WF), and JPMorgan Chase(JPM).
TheStockAdvisors - Zimmer Holdings(ZMH) a top 2009 pick, makes orthopedic implants, currently trading at 1.6 times book value, 2.3 times sales, and 9.5 times earnings, the stock is a bargain as shares are now 54% below their peak last Oct, target of $60. Granite construction(GVA) as an infrastructure play.
Zacks - ManTech International, Archer-Daniels-Midland(ADM).
Fool - Top 2009 stock picks.
Company
Market Cap (in billions)
Price-to-earnings (forward ‘09)
CAPS rating
Industry

Altria (NYSE: MO)
$31.89
8.8
*****
Cigarettes

Philip Morris International (NYSE: PM)
$85.61
12.1
*****
Cigarettes

PepsiCo (NYSE: PEP)
$81.65
13.4
*****
Processed and packaged goods

Colgate-Palmolive

(NYSE: CL)
$32.76
15.3
*****
Personal products

Endo Pharmaceuticals (Nasdaq: ENDP)
$2.50
8.2
****
Drug manufacturers

Gilead Sciences (Nasdaq: GILD)
$43.50
19.9
****
Biotechnology

Freeport-McMoRan Copper & Gold (NYSE: FCX)
$11.04
38.3
*****
Copper

Week summary of Jan 5th-11th, 2009 daily stock tracking

Street - Money Managers' top ETF picks for 2009 - Vanguard Utilities ETF(VPU) this ETF has 84 holdings and a yield of 3.7%. PowerShares DB Agriculture Fund(DBA) now trades at 39% below its 52wk high. Market Vectors Agribusiness ETF(MOO) is another ag-fund with good value. iShares MSCI Emerging Markets Index(EEM) is very diversified, but is volatile. Market Vectors Gold Miners ETF(GDX) is a good fund to play gold. iShares S&P Global Infrastructure Index(IGF) is good for the potential 2009 build-up, with 26% in U.S. stocks.
Week Summary - There have been several good ETF suggestions this week, I especially like the agriculture (PAGG), infrastructure (IGF) and (FLM), and China SPDR(GXC) ETF's.
Procter & Gamble(PG), Johnson & Johnson(JNJ) and Hewlett-Packard(HPQ) are my favorite DOW stocks, stable with a good dividend. Stocks that I think are a good value and will grow are Potash (POT) and Terra Nitrogen (THN) for agriculture, Transocean (RIG) for oil recovery, Fluor (FLR) and Catapillar (CAT) for infrastructure, McDonald's (MCD) will continue to dominate with cheap food and expansion into China, Pepsi (PEP) as a strong consumer brand, Google (GOOG) as the strongest high-tech with a ton of cash, and PetMed Express(PETS) should continue to do well as spending money on pets is a priority for most people. Also, Wall-Mart (WMT) is the best retailer and its share price may dip down because of poor retail spending numbers, scoop it up on dips.

Friday, Jan 9th daily stock tracking

Street - Cramer's Dow Outlook for 2009

Company Target 2008 Close % Change Dow Point Change
PFE $20.00 $17.71 11.45% 18.2
PG $72.00 $61.82 14.14% 81.1
VZ $37.00 $33.90 8.38% 24.7
WMT $63.00 $56.06 11.02% 55.2
UTX $58.00 $53.60 7.59% 35.0
XOM $85.00 $79.83 6.08% 41.2
Source: TheStreet.com
Proctor & Gamble(PG) is one of the absolute favorites, target to upper $60s, great management team, best dividend-paying stock. verizon(VZ) and AT&T(T) should do well. (GE) will be good when the economy recovers. Wall-Mart(WMT) will trade to $63 as it demolishes the competition in 2009. (JNJ) is also a good pick. Fast Money final trades are Potash(POT) and CSX(CSX). Upgrades - Becton Dickinson(BDX) target $81, Consolidated Edison(ED) target $42, Raytheon(RTN) target $57, Shaw Group(SGR) target $28, Apollo(APOL) target $95, Celgene(CELG) target $73. Bull - Home Depot(HD) and Low's(LOW), Molson Coors(TAP), Shaw Group(SGR), Kraft(KFT), Quanta Services(PWR), Anadarko Petroleum(APC), and (MCD).
thestockadvisors - Fluor(FLR) is a top pick for 2009. American Water Works(AWK) is a top utility sector pick, buy up to $23. Intuit(INTU)top value pick, but at $21 and below. Transocean(RIG) is a favorite for 2009 and is selling for just 3.8x consensus 2009 earnings.
Zacks - Growth & Income stock recommendation is McDonalds(MCD), its ROE of 29% nearly triples the industry average of 10%, its net profit margin of 19% is way above the industry average of 2%.
Investment U - Coal will dominate the energy needs of the world. The best recommendations are Market Vectors Coal ETF(KOL) as the safest direct coal play, Arch Coal(ACI), Peabody Energy(BTU), Bucyrus International(BUCY), Joy Global(JOYG), and Yanzhou Coal Mining Company(YZC).

Thursday Jan 8th daily stock tracking

Investopedia - 5 Low P/E Stock Picks. Abercrombie & Fitch(ANF) P/E 7.02, American Express(AXP) P/E 9.23, Corn Products(CPO) P/E 8.65, Deere & Co(DE) P/E 8.38, OfficeMax(OMX) P/E 9.43.
The Motley Fool - Large-cap value stocks could be the best this year. Google(GOOG) is trading at about 19x earnings, it has a huge moat from competition, $14 billion in cash, and an estimated 21% annual growth rate going forward. If the economy gets worse in 2009 this stock will survive, if the economy recovers big reward.
Street - Cramer had a nice article about Sears(SHLD) not being as all the negative press its been getting, they have plently of cash to buy back shares, and are looking to close less profitable stores. With the eventual retail recovery they will be well positioned. He also recommended Trinity(TRN), Quanta Services(PWR), Owens Corning(OC), and Caterpillar(CAT), but (CAT) has run up too high, wait for a pull-back to $40 before buying. Bull on - dryships(DRYS), HJ Heinz(HNZ), and Mas Tec(MTZ). Upgrades - Lennar(LEN), Urban Outfitters(URBN), Mylan(MYL) target $13. Walmart lowered guidance and Costco's profits are down 4%, even the "best" retailers are getting hurt. Health care update - Intuitive Surgical(ISRG) announced weaker than expected earnings due to hospital spending cuts, shares fell to $99.75, the lowest point in two years. Hologic(HOLX)fell to $11.43, but still maintained a "buy" rating, and Varian(VAR) fell to $30.04 its lowest in five years and target was lowered to $39. Another positive mention of Fluor(FLR) this seems to be a favorite infrastructure play
TheStockAdvisors - Fast food favorites, (MCD) is the strongest with a good dividend and expansion plans into China, (YUM) and (BKC) are also worth looking at.
Investment U - recommends First Trust/FIDAC Mortgage Income Fund(FMY), this fund holds "good" mortgage-backed securities, and pays an 8% dividend while you wait for the housing market to recover which will send the shares higher.

Wed Jan 7th daily stock tracking

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.

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).

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)

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.

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 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).

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 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).

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

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)