Archive for February, 2009
The Year All Bets Were Off… Again.
Alexander Wissel, Editor in Chief, Investment U We must stumble across this expression ever couple of years: All bets are off, the new economy Web 2.0, the new – new deal, it’s different this time… and so on. Let’s face it. The evolution of technology and the revolution...
11Feb2009 | InvestmentU | 0 comments | Continued(INTC) Bet on the Chip Leaders… Intel
There is a maxim which states companies that spend more on development and advertising during economic downturns, rise become leaders when then markets turn around. And it’s true. Much of the reason behind this is that prices plummet during downturns: business investment –...
11Feb2009 | InvestmentU | 0 comments | Continued(AMZN) 2 Stocks Growing Despite Economic Downturn
by David Fessler, Advisory Panelist, The Oxford Club It’s taken a dismal economy to do it, but Americans are finally saving more and spending less. A lot less. According the Commerce Department’s most recent report, consumers slashed spending for an unprecedented sixth straight...
11Feb2009 | InvestmentU | 0 comments | Continued(MANT) ManTech International – latest announcement was the third consecutive earnings surprise
ManTech International Corp. (MANT) shares are trending higher after a recent break out. Also, estimates continue to rise. Company Description ManTech International Corp. provides a variety of information technology and other services to United States government agencies that...
11Feb2009 | vitalstocks | 0 comments | Continued(FDO) Family Dollar Stores – recently hiked its dividend by 8%
Family Dollar Stores, Inc. (FDO) recently hiked its dividend by 8% to 13.5 cents per share. The company said the dividend will be paid out April 15 to shareholders of record at the close of business on March 13. FDO’s industry-leading dividend yield stands at 2%. Company Description Family...
11Feb2009 | vitalstocks | 0 comments | Continued(SNDA) Shanda Interactive Entertainment – fourth time in four quarters they beat analyst estimates
Shanda Interactive Entertainment Ltd. (SNDA) has been on a roll for the last 2 months, as its stock price rides a wave of bullish analyst sentiment. Company Description Shanda Interactive Entertainment Ltd. is an interactive entertainment media company that operates online gaming...
11Feb2009 | vitalstocks | 0 comments | Continued(EPB) El Paso Pipeline Partners L.P – distribution increase continues our history of raising full quarter distributions
El Paso Pipeline Partners L.P. (EPB), which operates natural gas pipelines Incorporatedreased its cash distribution to unitholders by 6.7% in January as business remained solid. EPB’s dividend currently yields 7.20%. The company is trading at 12.5x forward earnings. Company...
11Feb2009 | vitalstocks | 0 comments | Continued(MYGN) Myriad Genetics – Revenues increased 58%, on a year-over-year basis
Myriad Genetics, Inc. (MYGN) has just reported a fantastic quarter and shares have responded. Analysts are responding with sharp increases in earnings estimates. Company Description Myriad Genetics uses gene-based medicine to develop therapeutic and molecular diagnostic products....
10Feb2009 | vitalstocks | 0 comments | Continued(RSG) Republic Services – ROE of 26% more than the doubles the industry average of 11%
Republic Services, Inc. (RSG) offers and industry-leading dividend yield of 3%. The company’s return on equity (ROE) of 26% more than the doubles the industry average of 11%. Company Description Republic Services provides environmental services including solid waste collection,...
10Feb2009 | vitalstocks | 0 comments | Continued(OSP) OSG America L.P. – demonstrating an ability to deliver solid earnings in a tough market
OSG America L.P.’s (OSP) share price has more than doubled since bottoming out just above $3 in early December. In the meantime, the current-year estimate continues to advance. Company Description OSG America L.P. operates carriers and barges for transporting refined petroleum...
10Feb2009 | vitalstocks | 0 comments | Continued(TITN) Titan Machinery – surprised on estimates 3 out of the last 4 quarters by an average of 69.14%
Titan Machinery, Inc. (TITN), the agriculture equipment retailer, continues to expand its network after acquiring 10 more agriculture stores in the Wyoming, Montana, and Minnesota. The company has surprised on estimates 3 out of the last 4 quarters by an average of 69.14%. TITN...
10Feb2009 | vitalstocks | 0 comments | Continued(VE) Fresh Water: California Drought Reveals the “New Oil”
by David Fessler, Advisory Panelist, The Oxford Club A few weeks ago, during a particularly bad cold snap, we had a pipe freeze underneath our 200-year-old farmhouse, causing us to go without water for a few days. I eventually managed to unfreeze the pipe, but there was no question...
9Feb2009 | InvestmentU | 0 comments | Continued(AMR) Badger Meter’s Green Technology Soars Under Pressure
by Katharine Schildt, Assistant Editor, The Oxford Club The demand for utilities is something that will always be prevalent. And the need for more efficiency and green technology is in high demand. The leader of these technologies has just hit its stride, making it a promising...
9Feb2009 | InvestmentU | 0 comments | Continued(PX) Current Stock Prices: Why Trillions of Dollars on the Sidelines Maybe A Good Thing
by Alexander Green, Oxford Club Investment Director You can’t blame most market investors for being nervous… The stock market has done a belly flop. Real estate keeps tumbling. The economy remains weak. Jobless claims recently hit a 26-year high. Investors have pulled tens...
9Feb2009 | InvestmentU | 0 comments | ContinuedSurrounded by Ferret’s Elf
Alexander Wissel, Editor in Chief, Investment U Do you smell that? In some places the smell is subtle, faint. In others it’s a nauseating fog. Make no mistake, what you smell is real and it’s worse than you think. It’s fear. The streets are awash with it – from Wall...
9Feb2009 | InvestmentU | 0 comments | ContinuedWords from the (investment) wise for the week that was (February 2 – 8, 2009)
Global stock markets shrugged off dire news on the US employment front, arguing that the gloomy data would hasten US lawmakers’ passage of a stimulus package. After falling for four straight weeks and recording the worst performance of the major US indices for January on record,...
9Feb2009 | prieur | 0 comments | ContinuedMajor hurdles to stimulus
This post is a guest contribution by Richard Berner of Morgan Stanley. Hopes are strong that a combination of timely fiscal stimulus and a fix for the financial system will end the US and global recession and promote recovery. Eventually, we think they will, but there are three...
9Feb2009 | prieur | 0 comments | Continued(ATVI) Activision Blizzard – estimates for 2009 are 63 cents, a growth rate of 366%
Activision Blizzard, Inc. (ATVI) has momentum heading into its next earnings announcement and analysts and investors look for explosive growth through 2009. Company Description Activision Blizzard, Inc. is a video game publisher with leading market positions across all categories...
9Feb2009 | Shawn | 0 comments | Continued(GMCR) Green Mountain Coffee Roasters – 56% increase in net sales
Green Mountain Coffee Roasters, Inc. (GMCR) continues to post impressive numbers as consumers switch to more cost efficient choices for their coffee. Company Description Green Mountain Coffee Roasters, is a prominent fixture in the specialty coffee industry. The company sells...
9Feb2009 | Shawn | 0 comments | Continued(BAX) Baxter International – ROE of 31% more than doubles the industry average of 12%
Baxter International Inc. (BAX) recently reported record results for 2008, surpassing its guidance. The company also sees double-digit earnings growth in 2009. Company Description Baxter International develops, manufactures and markets products that save and sustain the lives...
9Feb2009 | Shawn | 0 comments | Continued(ADM) Archer Daniels Midland – exceeding the consensus estimate 32%
Archer Daniels Midland Company (ADM) recently declared a dividend of 14 cents per share, which represents a 1-cent increase. The company also delivered a solid second quarter, which included year-over-year net earnings growth of 24%. ADM’s 309th Dividend The company’s dividend...
9Feb2009 | Shawn | 0 comments | Continued(UGI) UGI Corporation – earnings of 95 cents, ahead of the consensus by 21 cents
UGI Corp.’s (UGI) share price recently jumped beyond a key level of resistance just above $25 in response to the company’s strong first-quarter results. Company Description UGI Corp., through its subsidiaries, engages in the distribution and sale energy products like...
9Feb2009 | Shawn | 0 comments | Continued(TTEK) Tetra Tech – its private sector business increased 127%
Tetra Tech, Inc. (TTEK) has been on a very nice rally since originally being featured as a momentum stock in early November in response to another solid quarter and strong estimates. First-Quarter Results Tetra Tech stepped up and reported solid first-quarter results on Jan 28...
9Feb2009 | Shawn | 0 comments | Continued(FSYS) Fuel Systems Solutions – crushed estimates 4 quarters by an average 147.21%
Fuel Systems Solutions, Inc. (FSYS) is riding the alternative energy boom to big profits as the company has crushed estimates 4 consecutive quarters by an average of 147.21%. FSYS is both a value and a growth stock, with a PEG ratio of only 0.62. Company Description Fuel Systems...
9Feb2009 | Shawn | 0 comments | Continued(SLH) Solera Holdings – Net income climbed 39.6%
Solera Holdings Inc. (SLH) reported second-quarter 2009 earnings on Feb 4 that beat Wall Street estimates by 8.82%, or 3 cents per share. It was the fourth consecutive earnings surprise for the company. Solera Holdings provides software and other services to the automobile insurance...
9Feb2009 | Shawn | 0 comments | Continued(S) 2 Possible Stocks to Short Immediately
In the course of the last year, I have tried to keep my stock picks on this site long-only. I believe it’s time to make a change and start including short positions in the portfolio as well as I feel that we are missing out on significant opportunities that would allow...
9Feb2009 | PeakStocks.com | 0 comments | Continued(O) Jeff Saut: Making a Case for the Bulls
This post is a guest contribution by Jeffrey Saut, Chief Investment Strategist and Managing Director of Equity Research at Raymond James & Associates. I believe “income” will be a profitable investment theme for the foreseeable future. Indeed, the baby boomers are retiring;...
5Feb2009 | prieur | 0 comments | Continued(ESI) ITT Educational Services – 29.2% jump in new student enrollment for the fourth quarter
ITT Educational Services, Inc. (ESI) continues its bullish run after another great announcement and upward revisions from its analysts. Company Description ITT Educational Services provide career-focused degree programs, with an emphasis on technology. The company has over 100...
5Feb2009 | Shawn | 0 comments | Continued(STE) Steris Corporation – earnings per share are expected to grow about 15% over the next 3 – 5 years
Steris Corporation (STE) recently posted solid fiscal third-quarter results. Revenues jumped 2% year-over-year, while net income of $28.6 million topped the year-prior $21.8 million. Company Description Steris Corporation provides infection prevention and surgical products and...
5Feb2009 | Shawn | 0 comments | Continued(FDO) Family Dollar Stores – beat analyst estimates in each of the last four quarters
Family Dollar Stores (FDO) reported excellent first-quarter results in early January that sent its share price hurtling towards a key level of resistance at the $29 mark. Company Description Family Dollar, Inc. operates a chain of self-service retail discount stores for low to...
5Feb2009 | Shawn | 0 comments | Continued