Street - Upgrades, Best Buy(BBY) target $33, Lincare(LNCR) $30, Coventry Health Care(CVH) $19, DirecTV(DTV) $32, Molson Coors(TAP) $46, Viacom(VIAB) $20. Cramer likes infrastructure stocks Aecom(ACM) and URS(URS). Top 5 large caps - (MCD), (GILD), (ABT), (MHS), (APOL). Fast Money - Visa(V), Mastercard(MA), Intel(INTC), Energy Conversion(ENER), Monsanto(MON).
TheStockAdvisors - athenahealth(ATHN) is an automated healthcare company that specializes in billing related functions and medical management, There is a $36.88 target on the stock. Textron(TXT) manufactures civil and defense aircraft, fell from $64.23 to $6.81. It is now selling for 62% of the book value of its assets, or 3.5x earnings. The market for aircraft for 2009 doesn't look good, but they are backloged for $23.2 billion worth of orders, strong balance sheet, the dividends have shot up to 15.1%. Buy up to $7.25.
Zacks - ManTech International(MANT), Family Dollar Stores(FDO), El Paso Pipeline(EPB).
Fool - Obama praises JPMorgan Chase(JPM) CEO Jamie Dimon.
Friday, February 13, 2009
Fri Feb 13th, 2009 dailystocktracking
BloggingStocks - "Our favorite US stock market fund is Vanguard Dividend Growth (VDIGX). "He looks for stocks with histories of rising dividend payouts along with the wherewithal and intention to continue increasing dividends into the future. Plus, he likes to buy these stocks when they appear relatively inexpensive.
AOL - Oil broke out of a weeklong slump Friday, soaring 10 percent, as traders prepared for a long Presidents Day weekend.
Street - Upgrades, Synaptics(SYNA), Tekelec(TKLC), Vina Concha y Toro(VCO), Deltek(PROJ) $7, Ralcorp(RAH) $72, Texas Instruments(TXN), MEMC Electronic(WFR) $20, Intel(INTC) $17. Fast Money, final trades, Research In Motion(RIMM), Viacom(VIA), Genetech(DNA), Freeport McMoRan(FCX). Small-Cap mutual funds to own now, Heartland Value Plus(HRVIX), Evergreen Special Values(ESPAX), Natixis Vaughan Nelson Small Cap Value(NEFJX). Cramer, likes Qualcomm(QCOM) for wireless infrastructure, Pepsico(PEP), McDonald's(MCD), Darden Restaurants(DRI), United Healthcare(UNH), Medco Health(MHS), Freeport McMoRan(FCX), Nucor(NUE), change of heart for Boston scientific(BSX), bull on American Campus(ACC), (MDRX), Rayonier(RVN), Astec Industries(ASTE), (GLD), Agnico-Eagle Mines(AEM).
TheStockAdvisors - Favorite funds for yield, Vanguard GNMA(VFIIX), PIMCO Total Return(PTTDX), Vanguard Intermediate-Term Tax Exempt(VWITX). American Superconductor(AMSC) should benefit from an upgrade to the nations power grid, wires and cables, motors, wind power. Netflix(NFLX) doing great in a weak economy.
AOL - Oil broke out of a weeklong slump Friday, soaring 10 percent, as traders prepared for a long Presidents Day weekend.
Street - Upgrades, Synaptics(SYNA), Tekelec(TKLC), Vina Concha y Toro(VCO), Deltek(PROJ) $7, Ralcorp(RAH) $72, Texas Instruments(TXN), MEMC Electronic(WFR) $20, Intel(INTC) $17. Fast Money, final trades, Research In Motion(RIMM), Viacom(VIA), Genetech(DNA), Freeport McMoRan(FCX). Small-Cap mutual funds to own now, Heartland Value Plus(HRVIX), Evergreen Special Values(ESPAX), Natixis Vaughan Nelson Small Cap Value(NEFJX). Cramer, likes Qualcomm(QCOM) for wireless infrastructure, Pepsico(PEP), McDonald's(MCD), Darden Restaurants(DRI), United Healthcare(UNH), Medco Health(MHS), Freeport McMoRan(FCX), Nucor(NUE), change of heart for Boston scientific(BSX), bull on American Campus(ACC), (MDRX), Rayonier(RVN), Astec Industries(ASTE), (GLD), Agnico-Eagle Mines(AEM).
TheStockAdvisors - Favorite funds for yield, Vanguard GNMA(VFIIX), PIMCO Total Return(PTTDX), Vanguard Intermediate-Term Tax Exempt(VWITX). American Superconductor(AMSC) should benefit from an upgrade to the nations power grid, wires and cables, motors, wind power. Netflix(NFLX) doing great in a weak economy.
Thursday, February 12, 2009
Thur Feb 12th, 2009 dailystocktracking
Stimulus - Caterpillar (CAT, news, msgs) expects to profit handsomely from the infrastructure spending in the bill. The bill provides about $20 million to help health-care companies modernize their information systems, supporting the creation of electronic medical records.
Street - Fast Money, likes Morgan Stanley(MS) and Goldman Sachs(GS), Amgen(AMGN), Weyerhaeuser(WY), Freeport McMoRan(FCX), final trades Turkcell(TKC), Amgen, IBM(IBM), SPDR S&P Biotech(XBI). China company Chinalco plans to invest $19.5 billion in the mining company, this would be Chinas biggest overseas investment so far, BHP Billiton(BHP) may try to break-up the deal. Mad money, Recommend Freeport McMoran(FCX), St.Jude Medical(STJ), VF Corp(VFC), Coca-Cola(KO), Knight Capital Group(NITE), KBR Inc(KBR), Goldman Sachs(GS), Morgan Stanley(MS). Upgrades - Air Products(ARD) $64, continental Airlines(CAL), Grand Canyon(LOPE) $25, Agrium(AGU) $43, Assurant(AIZ) $49, Activision Blizzard(ATVI) $14, Genzyme(GENZ) $83, Tekelec(TKLC).
Street - Fast Money, likes Morgan Stanley(MS) and Goldman Sachs(GS), Amgen(AMGN), Weyerhaeuser(WY), Freeport McMoRan(FCX), final trades Turkcell(TKC), Amgen, IBM(IBM), SPDR S&P Biotech(XBI). China company Chinalco plans to invest $19.5 billion in the mining company, this would be Chinas biggest overseas investment so far, BHP Billiton(BHP) may try to break-up the deal. Mad money, Recommend Freeport McMoran(FCX), St.Jude Medical(STJ), VF Corp(VFC), Coca-Cola(KO), Knight Capital Group(NITE), KBR Inc(KBR), Goldman Sachs(GS), Morgan Stanley(MS). Upgrades - Air Products(ARD) $64, continental Airlines(CAL), Grand Canyon(LOPE) $25, Agrium(AGU) $43, Assurant(AIZ) $49, Activision Blizzard(ATVI) $14, Genzyme(GENZ) $83, Tekelec(TKLC).
Tuesday, February 10, 2009
Tue Feb 10th, 2009 dailystocktracking
Hilights from Stimulus Plan - Obama wants to restore cuts in funds for school construction jobs and help for cash-starved states. Treasury Secretary Timothy Geithner would outline rules on Tuesday for $350 billion in bailout funds designed to help the financial industry as well as homeowners facing foreclosure. Obama's call for a tax cut for lower-income wage earners, as well as billions for unemployment benefits, food stamps, health care and other programs to help victims of the worst recession in decades. In a bow to the administration, they also include billions for development of new information technology for the health industry, and billions more to lay the groundwork for a new environmentally friendly industry that would help reduce the nation's dependence on foreign oil. Both houses provide for tax breaks for home buyers, but the Senate's provision is far more generous. The Senate bill also gives a tax break to purchasers of new cars. Both houses provide $87 billion in additional funds for the Medicaid program, which provides health care to the low income. The Senate proposed $450 million for NASA for exploration. The Senate bill calls for several billion more in spending for research at the National Institutes of Health.
MSN - moves for investors now, love the unloved like Financial Select Sector SPDR(XLF), and Industrial Select Sector SPDR(XLI). Get paid to wait, iShares Dow Jones Select Dividend(DVY) own 100 high-yielding stocks, current yield 6.9%. Buy your age in bonds, high yield bond fund.
Street - Likes Freeport-McMoRan(FCX) as a China play because they make up 30% of the copper demand, buy if the stock pulls back into the low $20s. Top 5 all-around value, NTT DoCoMo(DCM), Raytheon(RTN), FPL Group(FPL), Archer Daniels Midland(ADM), Verizon Communications(VZ).Fast Money - like health care and technology, like (AAPL), (GOOG), (IBM), like Diageo(DEO) as a safe dividend play at 5.3% and Phillip Morris(PM) at 6%. Also, Nexflix(NFLX), Akamai Tech(AKAM), Priceline(PCLN). Cramer - Two bank stocks Goldman Sachs(GS) and Morgan Stanley(MS), buyer of American Public(APEI) on any pullbackunder $40, like Alcoa(AA), Marathon Oil(MRO), Duke Energy(DUK), BHP Billiton(BHP), Freeport-McMoRan(FCX), ConocoPhillips(COP) and Valero(VLO). Upgrades - Adobe Systems(ADBE) $27, Big Lots(BIG) $19, Corning(GLW) $14.75, Kennametal(KMT) $24, Murphy Oil(MUR) $60, Weyerhaeuser(WY) $53, Energy Conversion Devices(ENER) target $33, XTO Energy(XTO) $57, Hormel Foods(HRL), Lorillard(LO), Sport Supply Group(RBI), Hewitt Associates(HEW), SWS Group(SWS).
Zacks - Myriad Genetics(MYGN), Republic Services(RSG).
TheStockAdvisors - Consider General Electric(GE) for 4 reasons, represents the national economy and will recover when it does, its a natural target for big money investors, dirt cheap at 6x earnings and at book value, higest yield in the DOW at 10.2%. Blackrock Income(BKT) buy up to $6.50, should yield 10-15% over the next 12 months. Ship Finance(SFL) operates a leasing company for Frontline's tankers, the stock seems cheap, P/E 3x only, 1.1x book value!
Investment U - Cashing in on "Cutting Back", Amazon.com(AMZN) and Netflix(NFLX).
Fool - Health-care information technology stocks Cerner Corp(CERN) and Quality Systems(QSII). Big-name consumer staples that have the ability to survive a more difficult financing time like Wal-Mart(WMT) and McDonald's(MCD). High-quality corporate bonds, inflation protected. Roth IRA is a good way to go now with lower taxes, eventually taxes will be raised to pay for this stimulus bill and you can withdraw your money tax free.
IBD - positive article on Gilead Sciences(GILD).
MSN - moves for investors now, love the unloved like Financial Select Sector SPDR(XLF), and Industrial Select Sector SPDR(XLI). Get paid to wait, iShares Dow Jones Select Dividend(DVY) own 100 high-yielding stocks, current yield 6.9%. Buy your age in bonds, high yield bond fund.
Street - Likes Freeport-McMoRan(FCX) as a China play because they make up 30% of the copper demand, buy if the stock pulls back into the low $20s. Top 5 all-around value, NTT DoCoMo(DCM), Raytheon(RTN), FPL Group(FPL), Archer Daniels Midland(ADM), Verizon Communications(VZ).Fast Money - like health care and technology, like (AAPL), (GOOG), (IBM), like Diageo(DEO) as a safe dividend play at 5.3% and Phillip Morris(PM) at 6%. Also, Nexflix(NFLX), Akamai Tech(AKAM), Priceline(PCLN). Cramer - Two bank stocks Goldman Sachs(GS) and Morgan Stanley(MS), buyer of American Public(APEI) on any pullbackunder $40, like Alcoa(AA), Marathon Oil(MRO), Duke Energy(DUK), BHP Billiton(BHP), Freeport-McMoRan(FCX), ConocoPhillips(COP) and Valero(VLO). Upgrades - Adobe Systems(ADBE) $27, Big Lots(BIG) $19, Corning(GLW) $14.75, Kennametal(KMT) $24, Murphy Oil(MUR) $60, Weyerhaeuser(WY) $53, Energy Conversion Devices(ENER) target $33, XTO Energy(XTO) $57, Hormel Foods(HRL), Lorillard(LO), Sport Supply Group(RBI), Hewitt Associates(HEW), SWS Group(SWS).
Zacks - Myriad Genetics(MYGN), Republic Services(RSG).
TheStockAdvisors - Consider General Electric(GE) for 4 reasons, represents the national economy and will recover when it does, its a natural target for big money investors, dirt cheap at 6x earnings and at book value, higest yield in the DOW at 10.2%. Blackrock Income(BKT) buy up to $6.50, should yield 10-15% over the next 12 months. Ship Finance(SFL) operates a leasing company for Frontline's tankers, the stock seems cheap, P/E 3x only, 1.1x book value!
Investment U - Cashing in on "Cutting Back", Amazon.com(AMZN) and Netflix(NFLX).
Fool - Health-care information technology stocks Cerner Corp(CERN) and Quality Systems(QSII). Big-name consumer staples that have the ability to survive a more difficult financing time like Wal-Mart(WMT) and McDonald's(MCD). High-quality corporate bonds, inflation protected. Roth IRA is a good way to go now with lower taxes, eventually taxes will be raised to pay for this stimulus bill and you can withdraw your money tax free.
IBD - positive article on Gilead Sciences(GILD).
Monday, February 9, 2009
Mon Feb 9th 2009 dailystocktracking
Street - Cramer likes Freeport McMoran(FCX) as a copper play with Chinas resurgence, Bull on Goldman Sachs(GS), Morgan Stanley(MS), American Public Education(APEI) on any pullback under $40, Alcoa(AA), Marathon Oil(MRO), Valero(VLO), Google(GOOG), Baldor Electric(BEZ), (RIMM), NYSE Group(NYX), Fortune Brands(FO), (MA), (STJ), (BG), (AGU), (MOS), (TNH). Top 5 fast growth, DeVry(DV), ManTech International(MANT), Haemonetics(HAE), Gilead Sciences(GILD), NCI(NCIT). Upgrades - Costco(COST) target $52, NVR(NVR) target $450, Burger King(BKC) target $25, Cigna(CI) target $25, Adobe Systems(ADBE) target $27, Big Lots(BIG) target $19, Corning(GLW) target $14.75, Kennametal(KMT) $24, Murphy Oil(MUR) $60, Weyerhaeuser(WY) $53, Panhandle Oil & Gas(PHX).
TheStockAdvisors - Immucor(BLUD) is a blood testing equipment specializing in pre-transfusion diagnostics, they have $92 million in cash and $0 debt, target $34. Royal Dutch Shell(RDS.A) is a conservative play on oil and gas recovery, yield is currently 5.8%. ImmunoGen(IMGN) is a biotechnology firm focused on cancer treatment.
Forbes - stock of the week, Polaris Industries(PII) is a maker of all-terrain vehicles and snowmobiles, they have taken a huge hit with consumer spending, its come down 60% from its high of $54, and at $21 is looking like a good buy for a value investor, with guidance reduction for 2009 the stock trades at 8x earnings with a 7.4% yield, buy up to $25.52 with a 3-5 year target of $46.
TheStockAdvisors - Immucor(BLUD) is a blood testing equipment specializing in pre-transfusion diagnostics, they have $92 million in cash and $0 debt, target $34. Royal Dutch Shell(RDS.A) is a conservative play on oil and gas recovery, yield is currently 5.8%. ImmunoGen(IMGN) is a biotechnology firm focused on cancer treatment.
Forbes - stock of the week, Polaris Industries(PII) is a maker of all-terrain vehicles and snowmobiles, they have taken a huge hit with consumer spending, its come down 60% from its high of $54, and at $21 is looking like a good buy for a value investor, with guidance reduction for 2009 the stock trades at 8x earnings with a 7.4% yield, buy up to $25.52 with a 3-5 year target of $46.
Sun 2009 dailystocktracking
Forbes - High quality, undervalued dividend stocks, Altria Group(MO) 7.6% yield, Johnson & Johnson(JNJ) 3.2% yield, Union Pacific(UNP) 2.4% yield, United Technologies(UTX) 3.1% yield, Coca-Cola(KO) 3.5% yield, Emerson Electric(EMR) 3.9% yield, Nike(NKE) 2.2% yield, Philip Morris(PM) 5.4% yield, Proctor & Gamble(PG) 2.8% yield, IBM(IBM) 2.2% yield.
Saturday, February 7, 2009
Sat Feb 7th, 2009 dailystocktracking
Week Summary - Medical and biotech stocks seem to be the most favoried, this has been the case for several weeks now. Energy stocks (oil, coal, gas, and support services) may be good buys betting on an energy rebound. Power grid, infrastructure and several alternative energy plays seem like a safe bet going forward, especially if oil rebounds.
Friday, February 6, 2009
Friday Feb 6th, 2009 dailystocktracking
Street - Top 5 small-caps, American Physicians Service Group(AMPH), NCI(NCI), Balchem(BCPC), Thompkins Financial(TMP), Aceto(ACET). Fast Money - like JPMorgan Chase(JPM), Cisco(CSCO), Exxon Mobil(XOM), Potash(POT), HP(HPQ), Oil Services HLDRS(OIH). Upgrades - Costco(COST) target $52, NVR(NVR) target $450, Burger King(BKC) target $25, Cigna(CI) target $25, Monsanto(MON) target $91. Bull - Southern Peru Copper(PCU), Dollar Tree(DLTR), Family Dollar Stores(FDO), United Parcel Service(UPS), Southern Co(SO), Patriot Coal(PCX), Peabody Energy(BTU), Corning(GLW). Obama health care stocks, CR Bard(BCR) cardiac stents, Gilead Sciences(GILD) HIV drugs, Cerner(CERN) electronic health care records. Health ETFs.
HEALTH/BIOTECH ETFs -- NOT ACTING SICK OVER NEW ADMINISTRATION
NAME, TICKER & TheStreet.com RATINGS GRADE TOTAL NET ASSETS ($MIL.) TOTAL EXPENSE RATIO (%) 1-MO. TOTAL RET'N (%) 3-MO. TOTAL RET'N (%) 12-MO. TOTAL RET'N (%)
First Trust AMEX Biotechnology (FBT) C 49.6 0.60 -1.93 -5.67 -15.71
First Trust Health Care AlphaDEX (FXH) D 8.5 0.70 2.38 1.25 -23.64
Health Care Select Sector SPDR (XLV) B+ 2,377.1 0.22 -1.21 -0.79 -20.61
HOLDRS Biotech (BBH) A- 1,370.8 0.00 -1.22 0.07 7.72
HOLDRS Pharmaceutical (PPH) A+ 1,037.7 0.00 -3.23 -0.56 -16.96
iShares DJ US Medical Devices Idx (IHI) C- 291.4 0.48 3.40 -12.09 -30.41
iShares DJ US Pharmaceuticals (IHE) B 71.5 0.48 -3.29 2.61 -13.50
iShares Dow Jones US Healthcare (IYH) B+ 857.7 0.48 -1.62 -2.60 -19.99
iShares Nasdaq Biotechnology (IBB) C+ 1,754.9 0.48 -0.45 -0.95 -9.34
iShares S&P Global Healthcare (IXJ) A 675.1 0.48 -5.08 -4.22 -21.52
PowerShares Dynamic Biotech&Genome (PBE) C- 199.0 0.63 0.44 -5.88 -20.81
PowerShares Dynamic Hlthcare (PTH) C- 119.0 0.66 -2.55 -6.25 -31.58
PowerShares Dynamic Pharmaceuticals (PJP) B 106.6 0.63 -4.84 -0.38 -11.83
PowerShares FTSE RAFI Health Care (PRFH) C 14.2 0.75 -4.25 -3.97 -22.13
SPDR S&P Biotech ETF (XBI) C- 264.3 0.35 -1.59 -1.33 -4.73
SPDR S&P Pharmaceuticals ETF (XPH) A- 9.3 0.35 -2.82 8.27 -6.44
Vanguard Health Care ETF (VHT) B 614.0 0.20 -1.71 -2.51 -20.47
S&P 500 Total Return Index - - -8.21 -13.76 -38.26
Source: TheStreet.com Ratings & Bloomberg (Data as of 1/31/2009)
Fool - Reading list.
Elementary School:
One Up On Wall Street, by Peter Lynch
Buffett: The Making of An American Capitalist, by Roger Lowenstein
Value Investing With the Masters, by Kirk Kazanjian
Junior High:
The 5 Keys to Value Investing, by J. Dennis Jean-Jacques
Common Stocks and Uncommon Profits, by Philip Fisher
High School:
John Neff on Investing, by John Neff
The Intelligent Investor, by Benjamin Graham
University:
Stocks for the Long Run, by Jeremy Siegel
Quality of Earnings, by Thornton Oglove
You Can Be a Stock Market Genius, by Joel Greenblatt
Grad School:
Value Investing: A Balanced Approach, by Martin Whitman
The Road to Serfdom, by F.A. Hayek
Zacks - Baxter International(BAX), Fuel Systems Solutions(FSYS).
Investment U - two ways to play the coming water boom, Veolia Enviroment(VE) and Calgon Carbon Corporation(CCC).
TheStockAdvisors - Loews(L) is the holding company of the Tisch family, a way of buying a collection of good stocks at a discount, is a value investor stock of buying quality assets cheaply when they are out of favor, a recent value calculation for Lowes puts it at $39 a share, and trading at a 38% discount to its Net Asset Value. Now at 7x earnings. McDonald's(MCD) is earning a lot of cash, and is a Buy.
HEALTH/BIOTECH ETFs -- NOT ACTING SICK OVER NEW ADMINISTRATION
NAME, TICKER & TheStreet.com RATINGS GRADE TOTAL NET ASSETS ($MIL.) TOTAL EXPENSE RATIO (%) 1-MO. TOTAL RET'N (%) 3-MO. TOTAL RET'N (%) 12-MO. TOTAL RET'N (%)
First Trust AMEX Biotechnology (FBT) C 49.6 0.60 -1.93 -5.67 -15.71
First Trust Health Care AlphaDEX (FXH) D 8.5 0.70 2.38 1.25 -23.64
Health Care Select Sector SPDR (XLV) B+ 2,377.1 0.22 -1.21 -0.79 -20.61
HOLDRS Biotech (BBH) A- 1,370.8 0.00 -1.22 0.07 7.72
HOLDRS Pharmaceutical (PPH) A+ 1,037.7 0.00 -3.23 -0.56 -16.96
iShares DJ US Medical Devices Idx (IHI) C- 291.4 0.48 3.40 -12.09 -30.41
iShares DJ US Pharmaceuticals (IHE) B 71.5 0.48 -3.29 2.61 -13.50
iShares Dow Jones US Healthcare (IYH) B+ 857.7 0.48 -1.62 -2.60 -19.99
iShares Nasdaq Biotechnology (IBB) C+ 1,754.9 0.48 -0.45 -0.95 -9.34
iShares S&P Global Healthcare (IXJ) A 675.1 0.48 -5.08 -4.22 -21.52
PowerShares Dynamic Biotech&Genome (PBE) C- 199.0 0.63 0.44 -5.88 -20.81
PowerShares Dynamic Hlthcare (PTH) C- 119.0 0.66 -2.55 -6.25 -31.58
PowerShares Dynamic Pharmaceuticals (PJP) B 106.6 0.63 -4.84 -0.38 -11.83
PowerShares FTSE RAFI Health Care (PRFH) C 14.2 0.75 -4.25 -3.97 -22.13
SPDR S&P Biotech ETF (XBI) C- 264.3 0.35 -1.59 -1.33 -4.73
SPDR S&P Pharmaceuticals ETF (XPH) A- 9.3 0.35 -2.82 8.27 -6.44
Vanguard Health Care ETF (VHT) B 614.0 0.20 -1.71 -2.51 -20.47
S&P 500 Total Return Index - - -8.21 -13.76 -38.26
Source: TheStreet.com Ratings & Bloomberg (Data as of 1/31/2009)
Fool - Reading list.
Elementary School:
One Up On Wall Street, by Peter Lynch
Buffett: The Making of An American Capitalist, by Roger Lowenstein
Value Investing With the Masters, by Kirk Kazanjian
Junior High:
The 5 Keys to Value Investing, by J. Dennis Jean-Jacques
Common Stocks and Uncommon Profits, by Philip Fisher
High School:
John Neff on Investing, by John Neff
The Intelligent Investor, by Benjamin Graham
University:
Stocks for the Long Run, by Jeremy Siegel
Quality of Earnings, by Thornton Oglove
You Can Be a Stock Market Genius, by Joel Greenblatt
Grad School:
Value Investing: A Balanced Approach, by Martin Whitman
The Road to Serfdom, by F.A. Hayek
Zacks - Baxter International(BAX), Fuel Systems Solutions(FSYS).
Investment U - two ways to play the coming water boom, Veolia Enviroment(VE) and Calgon Carbon Corporation(CCC).
TheStockAdvisors - Loews(L) is the holding company of the Tisch family, a way of buying a collection of good stocks at a discount, is a value investor stock of buying quality assets cheaply when they are out of favor, a recent value calculation for Lowes puts it at $39 a share, and trading at a 38% discount to its Net Asset Value. Now at 7x earnings. McDonald's(MCD) is earning a lot of cash, and is a Buy.
Thurs Feb 5th, 2009 dailystocktracking
Street - Upgrades, Affiliated Managers(AMG) target $50, Marvell Technology(MRVL) target $10, Windstream(WIM) target $9. Cramer - China has the big economic stimulus package which is good for stocks like Qualcomm(QCOM), Mosaic(MOS), Deere(DE), Schlumberger(SLB), and Nucor(NUE), bull on Duke Energy(DUK) and Foster Wheeler(FWLT). Top 5 mid-caps, DeVry(DV), Landauer(LDR), ManTech International(MANT), Haemonetics(HAE), New Jersey Resources(NJR).
TheStockAdvisors - Quanta Services(PWR) to rebuild the nations power grid and communications system. Two gold miners, the more conservative Newmont Mining(NEM) would be a good buy in the low $40s, and the more speculative Royal Gold(RGLD) try to get in under $46. Questar(STR) is a "cheap" natural gas utility, buy aggressively on dips into the $20s and nibble in the $30s, now at 11x 2009 earnings with a yield of 1.5%.
TheStockAdvisors - Quanta Services(PWR) to rebuild the nations power grid and communications system. Two gold miners, the more conservative Newmont Mining(NEM) would be a good buy in the low $40s, and the more speculative Royal Gold(RGLD) try to get in under $46. Questar(STR) is a "cheap" natural gas utility, buy aggressively on dips into the $20s and nibble in the $30s, now at 11x 2009 earnings with a yield of 1.5%.
Wednesday, February 4, 2009
Wed Feb 4th, 2009 dailystocktracking
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.
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.
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.
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