Archive for May, 2009

(EWH) Words from the (investment) wise for the week that was (May 25 – 31, 2009)

Government bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to six-month highs in the US, Europe and Japan. Bonds and other safe-haven assets such as the US dollar were out of favor... 

31May2009 | | 0 comments | Continued

Credit Crisis Watch: Update – Improvement in Financial Stress Index

I have often reported on the progress that has been made on the credit front and concluded as follows in my “Credit Crisis Review” of a few days ago: “Most indications are that the credit market tide has turned on the back of the massive reflation efforts orchestrated by... 

30May2009 | | 0 comments | Continued

(TBT) It’s Time To Short Tresuries With Inverse ETF’s

Today is a day to give thanks. I know it’s a little early for Thanksgiving, but I’m talking about being thankful to Uncle Sam and the U.S. government for the bountiful opportunity they have given us to make huge loads of money in a relatively short amount of time. I’m talking... 

29May2009 | | 0 comments | Continued

(RSH) RadioShack Corporation – Value – Zacks Rank Buy

RadioShack Corporation (RSH), the electronics retailer, surprised on estimates by 54.55% in the first quarter as flat-panel televisions continued to sell. The company has surprised 3 out of the last 4 quarters by an average of 14.76%. RSH is trading with a forward P/E of just... 

29May2009 | | 0 comments | Continued

(SXCI) SXC Health Solutions Corp. – Momentum – Zacks Rank Buy

SXC Health Solutions Corp.’s(SXCI) share price has more than doubled in the last 7 months, recently pushing even higher after reporting another strong quarter. Company Description SXC Health Solutions Corp. provides pharmacy benefit management services and healthcare information... 

29May2009 | | 0 comments | Continued

(BIOS) Healthcare Industry – Industry Outlook

Investor sentiment in healthcare continues to be driven by both Washington and the state of the broader economy. In late February, President Obama released his administration’s first budget proposal, which included the provision of a $630B reserve fund for healthcare reform... 

29May2009 | | 0 comments | Continued

(ALTR) Altera Corp. – Growth And Income – Zacks Rank Buy

Altera Corp. (ALTR) just saw a nice share price spike thanks to an analyst, who raised earnings estimates based on the prospect that Altera will hike its second-quarter outlook on strong demand from China. Company Description Altera provides innovative custom logic solutions... 

29May2009 | | 0 comments | Continued

(TNS) TNS Inc. – Aggressive Growth – Zacks Rank Buy

TNS Inc. (TNS) blew estimates out of the water with its latest quarterly results. Company Description TNS provides data communications services to processors of credit card and other card-based transactions. The company provides a variety of networking and data communications... 

29May2009 | | 0 comments | Continued

(BMO) Zacks #1 Rank Additions for Friday – Zacks Tale of the Tape

Here are the stocks added to the Zacks #1 Rank (“strong buy”) List today: ARM Holdings Plc (ARMH) Bank of Montreal (BMO) Brady Corp (BRC) Brown Shoe Company Inc (BWS) CapLease Inc (LSE) Compania Cervecerias Unidas SA (CCU) Check Point Software Technologies Ltd (CHKP) HMS... 

29May2009 | | 0 comments | Continued

Credit machine not yet fixed

Although the rates at which banks lend to each other have eased considerably from their peaks, banks have cut back significantly on the amount of money they are actually lending. Source: Gluskin Sheff The fact that the money multiplier is breaking down can be seen from in the... 

28May2009 | | 0 comments | Continued

Dollar’s slide hurting foreign investors

With the US dollar trading at a five-month low, spare a thought for non-US investors invested in US stocks and bonds. The graph below compares the performance of the US 10-year Treasury Note in US dollar terms (green line) with the same bonds from the viewpoint of a European... 

28May2009 | | 0 comments | Continued

Goldman: Past the worst?

The debate rages on regarding whether the global business cycle has started to stabilize, with most of the “green shoots” arguments based on softer data such as Purchasing Managers Indices (PMIs) appearing “less bad”. Although this is not the same as “good”, one should... 

28May2009 | | 0 comments | Continued

The Housing Market: The Disappointment Of The Decade

by Alexander Green, Oxford Club Investment Director My colleague Dr. Mark Skousen and I have been having a long-running, good-natured disagreement about the direction of the national housing market. He calls buying real estate “the investment of the century.” I think it’s... 

28May2009 | | 0 comments | Continued

(WMT) Core-Mark Holdings Company (Nasdaq: CORE): Stock of the Day

by David Fessler, Advisory Panelist Another Angle on Consumer Staples… It’s no secret that Wal-Mart (NYSE:WMT) is making hay in these uncertain times. Consumers have continued to hunker down, buying only what’s absolutely necessary, for the lowest possible price. It... 

28May2009 | | 0 comments | Continued

(NWL) Newell Rubbermaid, Inc. – Value – Zacks Rank Buy

Newell Rubbermaid Inc. (NWL), the manufacturer of Sharpie pens, is using cost cutting to boost the bottom line. The company has surprised on estimates 4 quarters in a row by an average of 48.87%. NWL is an attractive value stock with a forward P/E of just 9. Company Description Newell... 

28May2009 | | 0 comments | Continued

(CRI) Carter’s Inc. – Aggressive Growth – Zacks Rank Buy

Carter’s Inc. (CRI) just blew analyst estimates out of the water with its recent quarterly report. Sales are up and the company continues to expand its footprint across America. Company Description Carter’s markets baby apparel and young children’s apparel in... 

28May2009 | | 0 comments | Continued

(SNP) China Petroleum & Chemical Corp. – Momentum – Zacks Rank Buy

China Petroleum & Chemical Corp.’s (SNP) share price is on the rise as crude trends higher and breaks the $60 mark. Company Description China Petroleum & Chemical Corp., through its subsidiaries, operates as an integrated oil, gas and chemical company in Hong Kong... 

28May2009 | | 0 comments | Continued

(CUB) Cubic Corporation – Growth And Income – Zacks Rank Buy

Cubic Corporation (CUB) saw fiscal second-quarter earnings of 53 cents per share, topping the year-prior 36 cents and exceeding analysts’ estimates of 43 cents. Second-quarter sales of $242.8 million came in above last year’s $210.3 million. Company Description Cubic... 

28May2009 | | 0 comments | Continued

(BP) Gold climbs to $1250, Oil at $200

by The Investment U Research Team We don’t know if its scaremongering, boasting, gamesmanship or true prognostication, but this morning we’re looking at a couple of reports – One from Standard Bank Group on gold’s price future, and the other from Saudi Arabia warning... 

27May2009 | | 0 comments | Continued

(MFB) Maidenform Brands, Inc. – Value – Zacks Rank Buy

Maidenform Brands, Inc. (MFB), the maker of women’s intimate apparel, saw sales leap 16.4% in the first quarter as shapewear remained hot. The company has surprised on estimates 4 consecutive quarters on average by 26.88%. MFB is trading with a PEG ratio of 0.86. Company... 

27May2009 | | 0 comments | Continued

(TGT) Target Corporation – Growth And Income – Zacks Rank Buy

Target Corporation (TGT) recently announced first-quarter earnings of 69 cents per share, surpassing the consensus estimate by 15%. Sales of $14.4 billion came in above last year’s $14.3 billion. Company Description Target Corporation operates large-format general merchandise... 

27May2009 | | 0 comments | Continued

(SCL) Stepan Co. – Aggressive Growth – Zacks Rank Buy

Stepan Co. (SCL) crushed Wall Street expectations with its latest earnings report. Shared are moving sideways right now, but may resume the upward climb soon. Company Description Stepan Company produces specialty and intermediate chemicals which are sold to other manufacturers... 

27May2009 | | 0 comments | Continued

(GPS) Gap, Inc. – Momentum – Zacks Rank Buy

Gap, Inc. (GPS) is weathering the weak economy better than many of its competitors, reporting first-quarter results last week that better than expected. Company Description The Gap, through its subsidiaries, operates as a specialty retailer domestically and internationally. The... 

27May2009 | | 0 comments | Continued

(ATNI) Zacks #1 Rank Additions for Tuesday – Zacks Tale of the Tape

Here are the stocks added to the Zacks #1 Rank (“strong buy”) List today: American Public Education Inc (APEI) Associated British Foods Plc (ASBFY) Atlantic Tele-Network Inc (ATNI) Banco Latinoamericano de Exportaciones (BLX) CapLease Inc (LSE) Compania Cervecerias... 

26May2009 | | 0 comments | Continued

(HRL) Hormel Foods Corporation – Value – Zacks Rank Buy

Hormel Foods Corporation (HRL), the manufacturer of various food and meat products, reported second quarter results on May 21 that surprised on analysts’ estimates by 18% as SPAM sales surged. Earnings per share for the quarter were 59 cents compared to 56 cents in the... 

26May2009 | | 0 comments | Continued

(XLNX) Xilinx Inc. – Growth And Income – Zacks Rank Buy

Xilinx Inc. (XLNX) continues to see upward revisions in earnings estimates. Since the stock was last featured as a Growth and Income pick in late April, analysts bumped up fiscal year earnings forecasts from 77 cents per share to 89 cents. The Street Remains Bullish Wall Street... 

26May2009 | | 0 comments | Continued

(ARO) Aeropostale, Inc. – Aggressive Growth – Zacks Rank Buy

Aeropostale, Inc. (ARO) shares have been climbing since its original feature as a Zacks Rank Buy, driven by more analyst upgrades. Company Description Aeropostale is a mall-based, specialty retailer of casual apparel and accessories, principally targeting 14 to 17 year-old young... 

26May2009 | | 0 comments | Continued

(BKE) Buckle Inc. – Momentum – Zacks Rank Buy

Buckle Inc. (BKE) recently reported strong first-quarter results that beat expectations. First-Quarter Results Revenue was up 25% from last year to $200 million. Income came in at $26.9 million, producing earnings of 58 cents per share against the expected 49 cents. It was the... 

26May2009 | | 0 comments | Continued

(ABB) Zacks #5 Rank Additions for Tuesday – Zacks Tale of the Tape

Here are the stocks added to the Zacks #5 Rank (“strong sell”) List today: ABB Ltd (ABB) Actuant Corp (ATU) Allegheny Energy Inc (AYE) Benchmark Electronics Inc (BHE) Blyth Inc (BTH) Build-A-Bear Workshop Inc (BBW) Cincinnati Financial Corp (CINF) Cleco Corp (CNL) CONMED... 

26May2009 | | 0 comments | Continued

(AMMD) American Medical Services – Aggressive Growth – Zacks Rank Buy

American Medical Systems (AMMD) just beat the Street’s expectations and shares have surged in response. Company Description American Medical Services is a leading independent company focused solely on supplying medical devices to physicians specializing in the treatment... 

22May2009 | | 0 comments | Continued
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