Archive for February, 2009
(GEL) Genesis Energy – trades at only 7x forward earnings and has a current dividend yield of 11.80%
Genesis Energy, L. P. (GEL) just announced its 14th consecutive quarterly dividend increase as the energy transporter continues to see increased profits. The stock is cheap. GEL trades at only 7x forward earnings and has a current dividend yield of 11.80%. Company Description Genesis...
5Feb2009 | Shawn | 0 comments | Continued(PX) Praxair: Stock of the Day
by David Fessler, Advisory Panelist, Investment U Aggressively Growing a Business During a Recession… It’s a Gas It’s hard to imagine an easy way to grow a company during recessionary times. Most are hunkering down, laying off workers, and closing factories. So how...
5Feb2009 | InvestmentU | 0 comments | ContinuedSmall Cap Gains: 2 IPOs the Entire Market Should Be Watching
by Louis Basenese, Advisory Panelist Senior Analyst, The Oxford Club Write this date (Feb. 11)… and these new IPO tickers down (OGAR and MJN). Last week, we got the most bullish indicator for a small-cap rally yet. However, most investors didn’t catch it. And it received...
5Feb2009 | InvestmentU | 0 comments | Continued(NGA) Finally! GeoEye Announces the Start of Commercial Operations for Its GeoEye-1 Satellite
GeoEye (NASDAQ: GEOY) is starting to fulfill some of the promise that has been baked into my investment thesis cake. Today the company announced that they have finally begun selling imagery from their latest and greatest satellite, GeoEye-1, and more importantly for the company...
5Feb2009 | PeakStocks.com | 0 comments | Continued(OIS) Credit Crisis Watch: Some Positive Developments
Are the various central bank liquidity facilities and capital injections having the desired effect of unclogging credit markets and restoring confidence in the world’s financial system? This is precisely what the “Credit Crisis Watch” is all about – a...
4Feb2009 | prieur | 0 comments | ContinuedMicrosoft: Stock of the Day
By Matt Weinschenk, Senior Analyst, The White Cap Report Value Investor’s Favorite Mistake While not exactly the same, value investing and contrarian investing often go hand-in-hand. Value investors hunt for under-priced stocks based on irrefutable fundamentals while contrarian...
4Feb2009 | InvestmentU | 0 comments | ContinuedBlackwater’s Loss is DynCorp’s Gain
Last week, Blackwater Worldwide received the bad news that the U.S. Government could not renew its contract after the Iraqi government refused to renew its license to operate in their country. The decision stems from the 2007 incident where Blackwater security guards fired on,...
4Feb2009 | InvestmentU | 0 comments | ContinuedIn Response To IU’s E-Mailbag…
Alexander Wissel, Editor in Chief, Investment U We get many interesting reader comments here at Investment U and see our fair share of positive and not-so-positive comments. A reader recently took issue with a line in “Dump GE & Buy This Safer Income Investment Instead”...
4Feb2009 | InvestmentU | 0 comments | ContinuedFinancial Stability: 4 Easy Steps to Get Your Finances in Order
by Scott Brown, Advisory Panelist, The Oxford Club The economic depression hit Chuck Smith on May 30, 2008 after lunch. The 42-year-old father of four was in his small office in a suburb of Dallas when his boss walked in and closed the door – Chuck’s job was suddenly...
4Feb2009 | InvestmentU | 0 comments | Continued(HOTT) Hot Topic, Incorporated – has met or beat expectations in each of the past 4 quarters
Hot Topic, Inc. ( (HOTT) is the #1 company in the retail industry using the Zacks Rank and has recently set a 52-week high. Company Description Hot Topic, Inc. is a rapidly growing, mall-based specialty retailer of music-licensed and music-influenced apparel, accessories and...
4Feb2009 | Shawn | 0 comments | Continued(CPSI) Computer Programs & Systems – dividend yield of 5.7%, which is high above the industry average
Computer Programs & Systems, Inc. (CPSI) recently posted fourth-quarter results. Total revenues came in at $32.0 million, a 14% increase from the previous year’s $28.1 million. Fourth-quarter net income totaled $4.8 million, 26.7% above last year’s $3.8 million. Company...
4Feb2009 | Shawn | 0 comments | Continued(DEP) Duncan Energy Partners – impressive fourth-quarter results 30% ahead of analyst estimates
Duncan Energy Partners LP (DEP) recently reported excellent fourth-quarter and full-year results that demonstrate the company’s ability to grow its earnings in spite of lower energy prices and a weak consumer environment. Company Description Duncan Energy Partners LP gathers,...
4Feb2009 | Shawn | 0 comments | Continued(TDG) TransDigm Group – Net income soared 46.8%
TransDigm Group, Inc. (TDG), the aviation components manufacturer, raised 2009 guidance after it surprised on analysts’ estimates on Feb 3 by 34.5%. TDG is trading at 12.45x forward earnings. Company Description TransDigm Group designs and manufactures aircraft components...
4Feb2009 | Shawn | 0 comments | Continued(NWD) Noodles Are So Incredibly Sexy
Every now and then I like to give guest authors a chance to share their views either on the stocks that I already cover, or names that I don’t, but that I feel would benefit my readers. Some of these author’s viewpoints agree with mine, and some don’t. I feel...
4Feb2009 | PeakStocks.com | 0 comments | Continued(ENS) Plug-in Hybrid Electric Vehicles: The Only Roadblock to PHEVs
by David Fessler, Advisory Panelist, The Oxford Club Several weeks ago, I wrote here about how I believe natural gas makes sense as a bridging strategy to get us from oil over to electric as a source of energy to move us around. Of course, the most vocal proponent of this has...
3Feb2009 | InvestmentU | 0 comments | Continued(ARAY) Accuray: Stock of the Day
by Katharine Schildt, Assistant Editor, The Oxford Club The health care sector is about as recession-proof as you can get – quite an attractive quality in these trying times. According to some analysts health care could average a 25% gain this year. These gains are possible...
3Feb2009 | InvestmentU | 0 comments | ContinuedCorporate Profits Might Be Falling, But Don’t Let Yours…
The Oxford Portfolio Update – January 22, 2009 (Broadcast #842) by Louis Basenese, Oxford Club Senior Analyst Forget the four-day rally for the S&P 500. Or the fact that it traded above its 50-day moving average yesterday for the first time in weeks. Unless you’re...
3Feb2009 | InvestmentU | 0 comments | Continued(MAT) Mattel’s New Doll: Debbie Downer
Everyone knows or knows someone who knows a “Debbie Downer.” That acquaintance or friend that just won’t let you have a good time. They always seem to pull the good times down and ruin the party for the rest of us. You can find Debbie Downers in the stock market as well....
3Feb2009 | InvestmentU | 0 comments | ContinuedThe John Paulson Way to Profits
John Paulson (unrelated to Hank, ex-US Treasury Secretary), US hedge fund manager, shot to fame last year by capitalizing in spectacular fashion on the credit crisis by, amongst others, betting against a number of financial institutions. The scoreboard shows his flagship Paulson...
3Feb2009 | prieur | 0 comments | ContinuedStock market performance round-up: at mercy of grim data
An avalanche of worse-than-expected economic and earnings data again put pressure on Wall Street during the past month, resulting in four straight down-weeks and the worst performance of the major US indices for January on record. “As January goes, so goes the year” is one...
3Feb2009 | prieur | 0 comments | Continued(ALGT) Allegiant Travel – Net income soared 281.5%
Allegiant Travel Company (ALGT), which provides regional jet service from small towns across the U.S. to vacation destinations such as Las Vegas, Florida and Arizona, once again exceeded analysts’ expectations for the fourth-quarter as it surprised on estimates by 29.41%. Net...
3Feb2009 | Shawn | 0 comments | Continued(OTEX) Open Text Corporation – earnings could grow over 23% from 2008
Open Text Corp. (OTEX) has continued its history of beating analyst estimates by announcing its ninth consecutive surprise. Company Description Open Text Corp. developers e-solutions for business to network around the world. People can share data and collaborate on projects through...
3Feb2009 | Shawn | 0 comments | Continued(BMY) Bristol-Myers Squibb – Earnings came in 12% above analysts’ expectations
Bristol-Myers Squibb Co. (BMY) recently reported a strong fourth quarter with earnings that were above expectations thanks to demand for BMY’s Abilify schizophrenia drug and Plavix blood-clot preventer. BMY Saw Growth in the Fourth Quarter The company recently announced...
3Feb2009 | Shawn | 0 comments | Continued(AWH) Allied World Assurance Company – delivered an annualized operating ROE of 19% year to date
Allied World Assurance Company Holdings Ltd. (AWH) is seeing higher earnings estimates ahead of its fourth-quarter report. Analysts are forecasting earnings of $8.00 per share for 2008, up from the two months-ago level of $7.81. For 2009, analysts’ estimates of $7.20 per share...
3Feb2009 | Shawn | 0 comments | Continued(AVAV) AeroVironment – reaffirm its full-year revenue growth between 20% and 25%
AeroVironment, Inc. (AVAV) has continued to rally since originally being featured as a momentum stock in mid November. The strong performance comes in tandem with company’s impressive second-quarter results, reported on Dec 4. Second-Quarter Results Revenue for the period...
3Feb2009 | Shawn | 0 comments | Continued(STAR) Starent Networks – Full-year income was up big from the previous year
Starent Networks Corp. (STAR) is fresh off the heels of another excellent quarter in which its earnings were easily ahead of analyst estimates. The company’s share price has been accelerating since finding a short-term bottom in mid November. Company Description Starent...
3Feb2009 | Shawn | 0 comments | Continued(PCR) Perini Corporation – solid 1-year return on equity (ROE) of 17.44%
Perini Corporation (PCR), the construction company which specializes in large, complex projects in the hospitality and gaming, sports and entertainment, and healthcare markets for both private and government customers, on Jan 15 announced it was acquiring Keating Building Corporation,...
3Feb2009 | Shawn | 0 comments | Continued(TGI) Triumph Group – designs and manufactures aerospace systems and components for the aviation industry
Triumph Group, Inc. (TGI), the aviation parts manufacturer, continued its streak of beating Wall Street estimates as it recently surprised on estimates by 19.82% in the third-quarter 2009 and has now surprised 4 quarters in a row by an average of 24.39%. The stock is cheap. It...
3Feb2009 | Shawn | 0 comments | Continued(EHTH) eHealth 2008 Earnings Preview: How Is the Economy Affecting Health Insurance?
It’s been a rather quiet quarter for eHealth, Inc. (NASDAQ: EHTH), the nation’s leading online source of health insurance for individuals, families and small businesses. With their upcoming earnings for Q4/2008 and full year 2008 set to be released after the market...
2Feb2009 | PeakStocks.com | 0 comments | Continued(POZN) Pozen Inc.: Stock of the Day
by Katharine Schildt, Assistant Editor, The Oxford Club This Small-Cap Biotech Just Hit its Stride One of the most recession-proof industries is health care. No matter what happens to the economy people will always need medical attention – and new developments will always...
1Feb2009 | InvestmentU | 0 comments | Continued