Archive for January, 2009
(JNJ) 12 Stocks to “Hunker Down” With in 2009
12 Stocks to “Hunker Down” With in 2009 by Martin Denholm, Managing Editor, Smart Profits Report Editor’s Note: We’re always on the lookout for new ideas and profitable opportunities here at Investment U. And our colleague at Smart Profits has put together a list of the...
14Jan2009 | InvestmentU | 0 comments | Continued(BBBY) Bed Bath & Beyond- Shoppers “Didn’t Have the Time.”
Bed Bath & Beyond (BBBY) – Shoppers “Didn’t Have the Time.” This morning, Wal-Mart (NYSE: WMT) reported that December holiday sales were much less than expected. It comes on the heel of reports that Americans actually cut back holiday spending this year. Bed Bath...
14Jan2009 | InvestmentU | 0 comments | ContinuedIPO “Spring” Might be Sooner than Experts Think
IPO “Spring” Might be Sooner than Experts Think According to Bernstein Research, the IPO market for the next year (or two) is going to be about as successful as the Detroit Lions – in other words, not great. But the IPO market might start picking up sooner than they...
14Jan2009 | InvestmentU | 0 comments | Continued(KOL) Renewable Energy Reality: Coal
Renewable Energy Reality: Coal by David Fessler, Advisory Panelist Friday, January 9, 2008: Issue #913 The Obama administration has made a big deal about renewable energy. Over the next several years, the new President has plans to spend roughly $150 billion promoting and enabling...
14Jan2009 | InvestmentU | 0 comments | ContinuedByron Wien’s ten surprises for 2009
Dead on target at the beginning of the new year, 75-year-old Byron Wien again published his annual list of surprises to expect in 2009. Wien, chief investment strategist of Pequot Capital and one of Wall Street’s best known veterans, has been publishing his list of economic,...
14Jan2009 | prieur | 0 comments | Continued2008 Performance In Review: Ouch!
I wanted to take some time to review the PeakStocks.com portfolio performance over the last year or so since we can use the delineation of the end of the year as a good point for looking back at my performance vs. my chosen benchmark, the Russell 2000. So how did I do? Well,...
14Jan2009 | PeakStocks.com | 0 comments | ContinuedThe Recency Bias: Why Your Subconscious Is Wreaking Havoc On Your Investment Portfolio
The Recency Bias: Why Your Subconscious Is Wreaking Havoc On Your Investment Portfolio by Alexander Green, Chairman, Investment U Investment Director, The Oxford Club Monday, January 12, 2009: Issue #914 If you’re like many investors, a subconscious bias is currently wreaking...
14Jan2009 | InvestmentU | 0 comments | Continued(C) Step Right Up Obama – Get your TARP Funds here…
Step Right Up Obama – Get your TARP Funds here…by William Patalon III, Executive Editor, Money Morning Editor’s Note: Yesterday, Money Morning took another look at the TARP controversy and some of the newest developments. As Obama has asked President Bush to prompt Congress...
14Jan2009 | InvestmentU | 0 comments | Continued(PG) Procter & Gamble – Quarterly earnings increased 14.4% year-over-year
Procter & Gamble Co. (PG), which offers an outstanding record of positive surprises on earnings, outperformed the Dow ($DJI), S&P 500 (SPX) and NASDAQ (COMP) in 2008. Company Description Procter & Gamble Company is a major household products and cosmetics company,...
14Jan2009 | Shawn | 0 comments | Continued(MCD) McDonald’s Corporation – fast food giant boosted its dividend by 33%
McDonald’s Corp. (MCD) continues to lead the industry in several areas. The fast food giant’s ROE of 29% nearly triples the industry average of 10%, while MCD’s net profit margin of 19% sits high above the industry average of 2%. The company’s fourth-quarter report...
14Jan2009 | Shawn | 0 comments | Continued(ADM) Archer-Daniels-Midland – ROE of 18% against a negative industry ROE
Archer-Daniels-Midland Co. (ADM) has seen bullish earnings estimate revisions from analysts Incorporatedluding a 3% boost in past week. Estimates are in the Rise For the year ending June 2009, the consensus estimate continues to stand at $3.40 per share as was the case when ADM...
14Jan2009 | Shawn | 0 comments | Continued(PRGO) Perrigo Company – ROE of 17% – more than the double the industry average of 8%
Perrigo Co. (PRGO) has a return on equity (ROE) of 17%, more than the double the industry’s average of 8%. The company’s earnings per share are expected to grow by 21% over the next 3 – 5 years, while the industry average expectation stands at 15%. Company Description Perrigo...
14Jan2009 | Shawn | 0 comments | Continued(AWH) Allied World Assurance Company Holdings – ROE of 18% – double the industry average of 9%
Allied World Assurance Company Holdings Ltd. (AWH) is seeing higher earnings estimates ahead of its fourth-quarter report, which is scheduled for release on February 5. Analysts are calling for year 2008 earnings of $8.01 per share, up from last month’s $7.91. Company Description Allied...
14Jan2009 | Shawn | 0 comments | Continued(CRM) Pegasystems – consensus estimate is a 78% year-over-year increase
Pegasystems Inc. (PEGA) was recently honored for its innovation in financial services software and is projecting fantastic growth rates through 2009. Company Description Pegasystems Inc. is a leading provider of customer relationship management(CRM) software that enables transaction-intensive...
14Jan2009 | Shawn | 0 comments | Continued(QCOR) Questcor Pharmaceuticals – second consecutive surprise for Questcor
Questcor Pharmaceuticals, Inc. (QCOR) shares have spiked the past few months as analysts raise estimates and the company continues to repurchase shares. Company Description Questcor Pharmaceuticals, Inc. primarily develops pharmaceutical drugs, mainly in the US. Doral and H.P....
14Jan2009 | Shawn | 0 comments | Continued(MANT) ManTech International – most recent analyst estimate was above the consensus
ManTech International Corp. (MANT) has recently completed an acquisition and estimates are on the rise. The company was originally featured as a Zacks Rank Buy back in September. Company Description ManTech International Corp. provides a variety of information technology and...
14Jan2009 | Shawn | 0 comments | Continued(NAFC) Nash Finch – Estimates Climb After Quarterly Report
Nash Finch Co. (NAFC) analysts continue to raise estimates following the company’s latest earnings announcement. In addition, the company just announced a deal to buy a southern food distributor. Company Description Nash Finch Company is one of the largest food distribution...
14Jan2009 | Shawn | 0 comments | Continued(DXPE) DXP Enterprises – Sales spiked 75%
DXP Enterprises Inc. (DXPE) was recognized as one of the fastest growing companies in America. The company is also coming off of its latest earnings announcement which included a 55% increase in earnings and beat estimates once again. Company Description DXP Enterprises Inc....
14Jan2009 | Shawn | 0 comments | Continued(MYGN) Myriad Genetics – Revenue increased 53% from last year
Myriad Genetics, Inc.’s (MYGN) share price continues to advance after the company reported a great quarter in early November. Analysts are bullish on the company, with the next-year estimate projecting 60% earnings growth. Company Description Myriad Genetics is a healthcare...
14Jan2009 | Shawn | 0 comments | Continued(HMSY) HMS Holdings – Pristine Balance Sheet
HMS Holdings Corp. (HMSY) is projecting another strong year of earnings in 2009, recently providing bullish guidance when the company reported its strong third-quarter results in late October. This Zacks #1 rank stock operates in a Zacks industry rank #10 out of 217, distinguished...
14Jan2009 | Shawn | 0 comments | Continued(SMG) Scotts Miracle Gro – recently hitting a short-term level of resistance
The Scotts Miracle Gro Co.’s (SMG) share price continues to chug forward, recently hitting a short-term level of resistance and approaching the 26-week high. The company’s recent success has been fueld by the resolution of a legal dispute with the Environmental Protection...
14Jan2009 | Shawn | 0 comments | Continued(GILD) Gilead Sciences – estimates have continued to tick higher over the last few months
Gilead Sciences, Inc.’s (GILD) share price continues to head north in response to higher estimates related to the strength of the company’s HIV drug franchise. Company Description Gilead Sciences, Inc. is a biopharmaceutical company that develops therapeutics for...
14Jan2009 | Shawn | 0 comments | Continued(ALK) Alaska Air Group – massive earnings growth projection of close to 1000%
Alaska Air Group, Inc.’s (ALK) share price has been on a nice rally since early October in response to falling energy prices. Analysts are bullish on the company, with the next-year estimate projecting substantial earnings growth. Company Description Alaska Air Group, through...
14Jan2009 | Shawn | 0 comments | Continued(MFLX) Multi-Fineline Electronix – Crushed Third Quarter Estimates by 78.95%
Multi-Fineline Electronix, Inc. (MFLX) raised 2009 guidance on Jan 5 on strong customer demand for its circuits as the small tech products such as smartphones continue to be hot. MFLX has surprised on estimates 3 out of the last 4 quarters on average of 102.06%. MFLEX has a forward...
14Jan2009 | Shawn | 0 comments | Continued(FUQI) FUQI International – Revenues soared 159%
FUQI International, Inc. (FUQI) grew revenue 159% in the third quarter as the Chinese jewelry market remained strong. The company is expected to grow earnings by 29.51% in 2009. The company is cheap with a PEG of only 0.17. Company Description FUQI International is a Chinese-based...
14Jan2009 | Shawn | 0 comments | Continued(AZZ) AZZ Incorporated – 2009 Guidance Raised Again – Net income rose 34%
AZZ Inc. (AZZ) reported third-quarter 2009 earnings on Jan 9 that beat Wall Street estimates by 8.64% on the strength of a record setting backlog. It was the third earnings surprise in a row for the company. AZZ manufactures electrical equipment worldwide for the industrial,...
14Jan2009 | Shawn | 0 comments | Continued(RNT) Aaron Rents – company bullish about 2009 as it expects growth to be 5% to 9% higher
Aaron Rents, Inc. (RNT) recently raised 2009 guidance as the rental business remains strong. The company has surprised on estimates 3 out of the last 4 quarters by an average of 9.01%. RNT has a forward P/E of 13.54. Company Description Aaron Rents operates more than 1,535 stores...
14Jan2009 | Shawn | 0 comments | Continued(AGP) Amerigroup Corporation – covering analysts have raised 2008 full-year estimates in the last 30 days
Amerigroup Corporation (AGP) saw revenue grow 8.8% in the third quarter 2008 as the managed healthcare sector remains solid. The company has been consistently surprising Wall Street analysts, beating on estimates 3 out of the last 4 quarters by an average of 34.28%. AGP is trading...
14Jan2009 | Shawn | 0 comments | Continued(TBT) Fun With ETF’s
The recent turmoil and volatility has presented us with a ton of great ways to play the market, interest rates, oil prices and an economic turnaround both in the U.S. and abroad. In this post I wanted to go over a few ETF’s (Exchange Traded Funds) in particular, one directly...
13Jan2009 | PeakStocks.com | 0 comments | Continued(LQD) Words from the (investment) wise for the week that was (January 5 – 11, 2009)
Global stock markets reversed course during the last three days of the first full trading week of 2009 as investors were confronted with dreadful economic data, escalating layoffs and a bleak earnings outlook. As investor sentiment soured, the MSCI World Index and the MSCI Emerging...
11Jan2009 | prieur | 0 comments | Continued