Archive for May, 2009
Milken Institute: Global conference – credit markets
The Milken Institute recently hosted a conference exploring the current crisis in the credit markets and a host of possible solutions to solve it. A summary of the discussion is provided in the paragraphs below, with the video clip at the end. “David Malpass of Encima Global...
13May2009 | prieur | 0 comments | Continued(TUP) Tupperware Brands Corporation – Growth And Income – Zacks Rank Buy
Tupperware Brands Corporation (TUP) has been surging lately as shares more than doubled off recent multi-year lows. Analysts are optimistic on earnings, lifting year 2009 estimates by 2 cents to $2.21 per share in just the past week. Company Description Tupperware Brands Corporation...
12May2009 | vitalstocks | 0 comments | Continued(UNTD) United Online, Inc. – Value – Zacks Rank Buy
United Online, Inc. (UNTD) is parlaying its social networking site, Classmates.com, into bigger profits as pay accounts jumped 30% over a year ago. UNTD trades with a PEG ratio of just 0.62. Company Description United Online operates Internet retail and social networking sites....
12May2009 | vitalstocks | 0 comments | Continued(CENT) Central Garden & Pet Co. – Momentum – Zacks Rank Buy
Central Garden & Pet Co. (CENT) gave its share price an extra boost with second-quarter results that beat estimates. Company Description Central Garden & Pet Company produces and sells branded products for the lawn and garden and pet supplies market. The company sells...
12May2009 | vitalstocks | 0 comments | Continued(OSIS) OSI Systems Inc – Aggressive Growth – Zacks Rank Buy
OSI Systems, Inc. (OSIS) shares are surging after a consolidation as the company headed into its latest earnings announcement. Company Description OSI Systems, Inc. is a designer and provider of components, subsystems and end-products based on optical and electromechanical pressure...
12May2009 | vitalstocks | 0 comments | ContinuedTechnical talk: A tad extended
The comments below were provided by Kevin Lane of Fusion IQ. The market is a bit extended here without any pullback; however, as our sentiment suggests (see charts below), liquidity remains favourable in terms of the intermediate to long term. So how one chooses to play this...
12May2009 | prieur | 0 comments | Continued(CMG) Restaurant Stocks: More Downside To Come
It’s been 3 weeks (April 19th) since I advocated selling and/or shorting a whole slew of restaurant stocks on the basis that the entire sector had climbed much too far too fast, and there were several names that were ripe for the picking. Since that recommendation, my average...
11May2009 | PeakStocks.com | 0 comments | Continued(AFAM) Almost Family Inc. – Value – Zacks Rank Buy
Almost Family, Inc. (AFAM), the provider of home health and personal care, reported a terrific first quarter that saw revenue jump 77% year-over-year. The Visiting Nurse segment was on fire, as revenue soared 97% to $58.7 million. 41% of the revenue growth was organic, with the...
11May2009 | vitalstocks | 0 comments | Continued(PZZA) Papa John’s International Inc. – Momentum – Zacks Rank Buy
Papa John’s International Inc.’s (PZZA) share price gapped open higher on May 7 after the company reported solid first-quarter results that were far ahead of expectations. First-Quarter Results Revenue slumped a bit to $285 million, mostly due to the sale of 62 company-owned...
11May2009 | vitalstocks | 0 comments | Continued(GMCR) Green Mountain Coffee Roasters Inc. – Aggressive Growth – Zacks Rank Buy
Green Mountain Coffee Roasters Inc (GMCR) continues to grow rapidly and just reported yet another earnings surprise. Company Description Green Mountain Coffee Roasters, is a prominent fixture in the specialty coffee industry. The company sells a wide variety of coffee blends...
11May2009 | vitalstocks | 0 comments | Continued(RTN) Raytheon Co. – Growth And Income – Zacks Rank Buy
Raytheon Co. (RTN) has seen a swift rebound off recent multi-year lows and compares favorably to the market over the past year. Analysts are bullish on RTN’s earnings for both 2009 and 2010, calling for annual growth of 16% and 6%, respectively. Bullish Forecasts Current...
11May2009 | vitalstocks | 0 comments | ContinuedRebecca Wilder’s economic updates (May 1 – 7): The economic decline abates
This post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. This week’s peek at the global economy shows some economic calm. The signs of hope remain mostly in the soft data – US and China purchasing managers surveys posting consecutive...
10May2009 | prieur | 0 comments | ContinuedJames Montier – Suckers’ rally or real deal?
The debate rages on: Is this a suckers’ rally or a new bull market? James Montier, the highly respected co-chief strategist of SocGen has weighed in on the subject in his latest Mind Matters investment newsletter. The paragraphs below have been republished from a post by Paul...
10May2009 | prieur | 0 comments | Continued(XLF) Words from the (investment) wise for the week that was (May 4 – 10, 2009)
One of the definitions of “stress” offered by the Merriam-Webster dictionary is “bodily or mental tension resulting from factors that tend to alter an existent equilibrium”. Well, any bodily or mental tension investors might have been suffering from as a result of financial...
10May2009 | prieur | 0 comments | ContinuedThe $33,000,000,000,000 question
This post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners. Is the crisis really over? Commercial paper spreads have come down dramatically. Libor rates are (hmm – almost) back to normal. Even high yield spreads...
9May2009 | prieur | 0 comments | Continued(MRK) Drug Companies: A Powerhouse of Profits
by The Investment U Research Team A couple of interesting news items came out in the past few days. One, a research report showing how expensive treatment is for childhood mental issues. It also showed that in 2006 over 13 million children were treated for asthma at a cost...
9May2009 | InvestmentU | 0 comments | Continued(YUM) Yum Brands – Growth And Income – Zacks Rank Buy
Yum Brands (YUM) is beating the broader market on strong first-quarter results. The company delivered an upside surprise of 20% on first-quarter earnings. Analysts remain bullish on Yum’s earnings for this year. Company Description Yum Brands is the world’s largest...
8May2009 | vitalstocks | 0 comments | Continued(RICK) Quick Hits: RICK’s a “BUY”, NFLX a “SHORT” and GEOY to Report Earnings
hort and sweet tonight, there’s some info that can’t wait for a nice and pretty post: While my posts are more comprehensive and detailed, they will always lag my actionable advice. Rick’s Cabaret: Time To Buy Rick’s Cabaret International (NASDAQ: RICK): Rick’s stock...
8May2009 | PeakStocks.com | 0 comments | Continued(ASCA) Casino Stocks: The One Sin Stock You Should Be Betting On
by David Fessler, Advisory Panelist Casino stocks have been more than down on their luck lately. In fact, they’ve been on the ropes more than one of their prizefighting boxers. And it’s no wonder. The recession has hit consumers hard. And many have cut their spending, doling...
8May2009 | InvestmentU | 0 comments | Continued(KFT) The Mac-N-Cheese Economic Indicator?
by The Investment U Research Team If you’re looking for a clutch economic indicator, try Mac-N-Cheese sales. Seriously. They soared 10% in the first quarter, reflecting the consumer weakness we witnessed elsewhere, which ultimately drove the markets lower in January and...
8May2009 | InvestmentU | 0 comments | ContinuedAmerican Medical Systems Holdings, Inc. – 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...
8May2009 | vitalstocks | 0 comments | Continued(SONE) S1 Corporation – Value – Zacks Rank Buy
S1 Corporation (SONE), the provider of software to the financial services industry, saw revenue grow 7% year-over-year. The company has surprised on estimates 2 out of the last 4 quarters by an average of 17.17%. SONE has a P/B ratio of 1.6. Company Description S1 Corporation...
8May2009 | vitalstocks | 0 comments | Continued(FDO) Family Dollar Stores, Inc. – Growth And Income – Zacks Rank Buy
Family Dollar Stores, Inc. (FDO) continues to perform well as analysts boost earnings forecasts. Brokerage analysts lifted estimates over the past month, projecting earnings growth of 19% for the fiscal year ending August 2009. Company Description Family Dollar is a discount...
8May2009 | vitalstocks | 0 comments | Continued(DPZ) Domino’s Pizza, Inc. – Momentum – Zacks Rank Buy
Domino’s Pizza, Inc.’s (DPZ) share price has broken through a key level of short-term resistance after the company reported strong first-quarter results last week. Company Description Domino’s Pizza, Inc. operates as a pizza delivery company in the United States...
8May2009 | vitalstocks | 0 comments | Continued(TKLC) Tekelec: Stock of the Day
by David Fessler, Advisory Panelist Cramer gets one right. Once in a great while, Jim Cramer gets it right. I’m not a big fan, and certainly I don’t watch his show. In my opinion, anyone who relies on him as a sole source for investment advice might do just as well talking...
7May2009 | InvestmentU | 0 comments | Continued(NUS) Nu Skin Enterprises, Inc. – Value – Zacks Rank Buy
Nu Skin Enterprises, Inc. (NUS) is playing the youth revolution as sales of its anti-aging and spa skin products jumped in the first quarter. The company has surprised on estimates 2 out of the last 4 quarters. NUS has attractive value characteristics, trading at 10.5x forward...
7May2009 | vitalstocks | 0 comments | Continued(CCE) Coca-Cola Enterprises – Momentum – Zacks Rank Buy
Coca-Cola Enterprises (CCE) continues to rally from its March low after recently posting strong first-quarter results. Estimates are up too, with the next-year estimate projecting 9% earnings growth. Company Description Coca-Cola Enterprises Inc. engages in the manufacture and...
7May2009 | vitalstocks | 0 comments | Continued(YUM) Yum Brands – Growth And Income – Zacks Rank Buy
Yum Brands (YUM) is beating the broader market on strong first-quarter results. The company delivered an upside surprise of 20% on first-quarter earnings. Analysts remain bullish on Yum’s earnings for this year. Company Description Yum Brands is the world’s largest...
7May2009 | vitalstocks | 0 comments | Continued(RCII) Rent A Center Inc. – Aggressive Growth – Zacks Rank Buy
Rent A Center, Inc. (RCII) reported solid earnings despite a dip in sales. Since the report investors have been buying up shares. Company Description Rent-A-Center owns and operates stores offering rent-to-own goods. Merchandise includes appliances, furniture, electronics, and...
7May2009 | vitalstocks | 0 comments | Continued(IP) AuthenTec: Cheap By Many Measures, Especially Net Net Deep Value
We’ve had quite a recovery in the market from the lows reached in March, and many semiconductor stocks have followed suit. While AuthenTec Inc. (NASDAQ: AUTH), a maker of fingerprint sensors, is no different, even with a recovery in its stock price from the absolute abyss,...
7May2009 | PeakStocks.com | 0 comments | Continued