TheStockAdvisors.comTheStockAdvisors.comThe Top Stock Picks from The Nations Top Stock Pickers Articles
China plays in online gaming
2008-08-22 07:00:00 In The China Trader (http://www.thestockadvisors.com/ccount/c lick.php?id=2300), editor Keith Fitz-Gerald (http://www.thestockadvisors.com/ccount/c lick.php?id=2300) looks at two plays in Chinese online gaming, noting, "Each has spectacular numbers in recent months and stellar growth prospects.""In general terms, we may not be quite at the bottom of things just yet when it comes to Chinese markets, but as the legendary Jim Rogers put it when we talked in Vancouver recently, '“so what!' "Even if China declines another 40% from here, the returns are going to be spectacular over time. 'It will be like landing in New York in 1908,' Rogers said. There’s just that much potential."Perfect World Co., Ltd. (http://www.thestockadvisors.com/quote.ht m?sym=pwrd) (NASDAQ: PWRD (http://www.thestockadvisors.com/quote.ht m?sym=pwrd)), a rising video game producer, saw its profit rise 213.9% from 52.4 million Renminbi a year ago to a staggering 164.5 million Renminbi as of th... More About: Gaming , Online , Plays
AngloGold (AU): A 'gold bugs' buy
2008-08-21 07:00:00 "Don't sell commodities; although they have been in a bruising correction, they can also recover quite sharply," says resource expert Eric Roseman (http://www.thestockadvisors.com/ccount/c lick.php?id=2292) .In his Commodity Trend Alert (http://www.thestockadvisors.com/ccount/c lick.php?id=2292), the advisor adds, "And I can't think of a more undervalued gold mining company than South Africa’s AngloGold Ashanti (http://www.thestockadvisors.com/quote.ht m?sym=au) (NYSE: AU (http://www.thestockadvisors.com/quote.ht m?sym=au).""The forces of inflation and deflation are now fighting each other for the first time since 2001 and ultimately, inflation will win."For the Fed and other central banks the strategy is to rescue the global financial system from the economic abyss or deflation; that means print credit like there’s no tomorrow. or the Fed and other central banks the strategy is to rescue the global financial system from the economic abyss or deflation; that means pr... More About: Bugs
GULF gains: Middle East yields
2008-08-21 07:00:00 Although not yet formally recommending the ETF, fund expert Doug Fabian (http://www.thestockadvisors.com/ccount/c lick.php?id=2283) takes a look at the a new ETF invested in dividend-paying Middle East ern stocks in his Making Money Alert (http://www.thestockadvisors.com/ccount/c lick.php?id=2283) ."When the stock market is trending downward, it is difficult to know what to do. Amid the uncertainty is the proven benefit of owning dividend-paying stocks. "Sure, the share prices of such stocks and equity ETFs can fall, but the dividend payments continue to generate income in both good and bad times."Despite the current market gyrations, one intriguing new ETF that offers exposure to a growth-oriented foreign market and dividend income is the WisdomTree Middle East Dividend Fund (http://www.thestockadvisors.com/quote.ht m?sym=gulf) (NASDAQ: GULF (http://www.thestockadvisors.com/quote.ht m?sym=gulf)). "The new ETF began trading on July 16. The fund is based on the performance of the WisdomTr... More About: Gulf
Pipeline profits: Enbridge (ENB)
2008-08-21 07:00:00 "Despite the expected pullback in oil, we're as bullish as ever," notes Larry Edelson (http://www.thestockadvisors.com/ccount/c lick.php?id=2294), editor of Real Wealth (http://www.thestockadvisors.com/ccount/c lick.php?id=2294). Here, he looks at Canadian pipeline operator, Enbridge (http://www.thestockadvisors.com/quote.ht m?sym=enb) (NYSE: ENB (http://www.thestockadvisors.com/quote.ht m?sym=enb))."Crude oil futures recently hit a three-month low after the Energy Department reported a surprise jump in oil stockpiles and weakening demand in the United States. This led to a much overdue pullback in oil prices."No surprise. I’ve been expecting a sell-off, one that should bring oil down to the $107 level — before the next leg up begins. However, I remain as bullish as ever on oil."Demand will bounce back, growth in China and India continues, and the dollar, despite its recent rally, remains in a long-term bear market. So once this pullback is over, I expect oil to resume ... More About: Profits , Pipeline
'Packaged' profits from Owens-Illinois (OI)
2008-08-20 07:00:00 "Though we welcome the recent gains in the market, we caution that the selling pressure has not diminished," notes BizRadio host Daniel Frishberg (http://www.thestockadvisors.com/ccount/c lick.php?id=2297).In his MoneyMan.com Market Newsletter (http://www.thestockadvisors.com/ccount/c lick.php?id=2297), the advisor reviews the outlook for the economy, the need for patience and offers a top pick among "very cheap" stocks -- Owens Illinois (http://www.thestockadvisors.com/quote.ht m?sym=oi) (NYSE: OI (http://www.thestockadvisors.com/quote.ht m?sym=oi))."In fact, we have actually seen selling pressure increase in the face of new demand. This worries us because most bull markets usually start from the opposite situation."We anticipate that the buyers will eventually wear out and the remaining strength in selling will drive the market lower."As far as we can tell, the current market upturn looks like a typical temporary buying episode in a bear market, so do not be misled. We have not yet ha... More About: Profits
Hexcel (HXL): Composite gains?
2008-08-20 07:00:00 "We've looked at several ways to play anticipated growth in wind energy; we've also considered titanium makers for that industry's ties to the production of lightweight, modern aircraft," notes Bill Martin (http://www.thestockadvisors.com/ccount/c lick.php?id=2293).In his BullMarket.com (http://www.thestockadvisors.com/ccount/c lick.php?id=2293), he explains, "While the two trends might not appear to have much in common at first glance, Hexcel Corp. (http://www.thestockadvisors.com/quote.ht m?sym=hxl) (NYSE: HXL (http://www.thestockadvisors.com/quote.ht m?sym=hxl)) offers a way to play both the aircraft and wind markets."The connection is the lightweight, composite materials Hexcel makes that are used by producers in both sectors. Hexcel develops and manufactures advanced structural materials."It is the largest U.S. producer of carbon fiber; the world’s largest weaver of reinforcement fabrics; and the number-one producer of composite materials. "Its product was initial... More About: Composite
Inverse fund for rising rates
2008-08-20 07:00:00 "Conventional wisdom says that when the economy tanks, interest rates are supposed to fall," notes Martin Weiss (http://www.thestockadvisors.com/ccount/c lick.php?id=2296). In Safe Money Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2296) he adds, "On the contrary, we expect rates to rise.""But that’s not what’s happening now, especially with long-term rates: Yields on 10-year Treasury notes have climbed from a low of 3.31% to just over 4.1%. "Meanwhile, 30-year Treasury yields have risen from 4.16% to 4.70%; and 30-year fixed mortgage rates, from 5.5% to 6.63%. "First, inflation is accelerating: The cost of imports, raw materials and many finished goods are rising fast — and the Fed hasn’t lifted a finger to stop it. "The Consumer Price Index surged at a 5% year-over-year rate in June, the fastest pace since 1991. Import prices are up a whopping 20.5%, the most on record."Second, the Fed’s giving a blank check to failing institutions: Bear... More About: Fund , Rates
Coolcat: Seeking 'doublers'
2008-08-20 07:00:00 For the speculative "super small caps portfolio" of The Coolcat Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2295), editor Kevin Kennedy (http://www.thestockadvisors.com/ccount/c lick.php?id=2295) says, "We look for stocks that will double -- and hopefully go up even more.""Simply put, huge winners start out as big winners. This initial surge draws attention from market watchers, who bid the stocks that turn into huge winners up even higher. "I use several basic screens as my first step in trying to identify strong prospects, and they vary depending on the size of the stock. Most of our stock selections share the following criteria:* The stock price is higher than it was 1, 3, 6 and 12 months ago.* The stock has made a new 52-week high in the past two months.* The company has positive 12-month trailing earnings.* The ratio between 52-week high and 52-week low meets a minimum standard.* The stock price is within 20% of the stock's 52-week high and is trading above i... More About: Seeking
Bank bargain? Bet on US Bancorp (USB)
2008-08-20 07:00:00 "Recent valuations in financial stocks suggest either 'the world is coming to an end' or there are some great values," says Gregory Dorsey (http://www.thestockadvisors.com/ccount/c lick.php?id=2289).Here, the contributing editor to to the top-notch Leeb's Income Performance Letter (http://www.thestockadvisors.com/ccount/c lick.php?id=2289) takes a look at one such "bargain" in the sector: U.S. Bancorp (http://www.thestockadvisors.com/quote.ht m?sym=usb) (NYSE: USB (http://www.thestockadvisors.com/quote.ht m?sym=usb))."So far, the financial sector has written off more than $300 million in assets. By some accounts the damage will rise to $1 trillion or more before all is said and done. "The selloff, which at its nadir was marked by a 55% year-over-year decline in the KBW Index, pushed the constituent members down to a collective 0.64 times book value and a dividend yield of 9%. "At those levels, either the world is coming to an end or there are tremendous bargains for investor... More About: Bargain , Bank
Offshore gains in drilling services
2008-08-19 07:00:00 "Our Forecasts Focus List contains only two energy stocks, both of which are in the oil services sector: Oceaneering International (http://www.thestockadvisors.com/quote.ht m?sym=oii) (NYSE: OII (http://www.thestockadvisors.com/quote.ht m?sym=oii)) and Transocean (http://www.thestockadvisors.com/quote.ht m?sym=rig) (NYSE: RIG (http://www.thestockadvisors.com/quote.ht m?sym=rig))," says blue chip advisor Richard Moroney (http://www.thestockadvisors.com/ccount/c lick.php?id=2286).The editor of Dow Theory Forecasts (http://www.thestockadvisors.com/ccount/c lick.php?id=2286) says, "While stocks in this group tend to move with oil prices in the near term, their profits depend more on exploration spending than on commodity prices.""Concerns about slowing demand for crude oil and refined products both in the U.S. and overseas have many investors worried. But investors in the equipment and services group should not panic. "Most producers continue to spend aggressively. And U.S. crude-... More About: Services , Offshore , Drilling
The right REITs are rentals
2008-08-19 07:00:00 “Home prices are becoming affordable again, so the decline in prices is likely more than half over,” say leading technical experts Dr. Marvin and Gerald Appel (http://www.thestockadvisors.com/ccount/c lick.php?id=2284).Meanwhile, the editors of Systems & Forecasts (http://www.thestockadvisors.com/ccount/c lick.php?id=2284), which has been published since 1973, believe that long-term investors can now look to get back into the realt estate investment market and recommend two ETFs that are based on rental REITs.“Many analysts do not expect the financial markets to improve significantly until home prices stop falling. The pace of existing home sales remains low, and available invetory relatively high, both indicating that buyers are not yet able to step into the market at current prices.“However, that could change within a year. Home prices are becoming affordable again, so the decline in prices is likely more than half over.“The median home price is now mor... More About: Rentals
Conrad turns spotlight on Spectra (SE)
2008-08-19 07:00:00 Spectra Energy (http://www.thestockadvisors.com/quote.ht m?sym=se) (NYSE: SE (http://www.thestockadvisors.com/quote.ht m?sym=se)) is the latest "Growth Spotlight " from Roger Conrad (http://www.thestockadvisors.com/ccount/c lick.php?id=2276), the advisory industry's top expert on the utility sector. Here's the latest from The Utility Forecaster (http://www.thestockadvisors.com/ccount/c lick.php?id=2276)."Energy infrastructure may lack the panache of energy production. But it's a far-more-reliable road to wealth, particularly with $41 billion in new projects progressing in North America alone."Since spinning off from Duke Energy in early 2007, Growth Portfolio Core Holding Spectra Energy has already enjoyed success, lifting dividends 13.6% over the past year. And with more than $1 billion in expansion planned for each of the next three years, there’s a lot more ahead."The company's current asset base straddles the US and Canada and features an extensive continental e... More About: Spectra
China Region (FHKCX): Contrarian play
2008-08-19 07:00:00 On a recent business TV panel, Jim Lowell (http://www.thestockadvisors.com/ccount/c lick.php?id=2291) noted, "Fidelity China Region (http://www.thestockadvisors.com/quote.ht m?sym=fhkcx) (FHKCX (http://www.thestockadvisors.com/quote.ht m?sym=fhkcx)) fund would be my number one pick for a contrarian growth play." Here's the latest from Fidelity Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2291). "The Chinese market has sold off nearly 60% in the blink of an eye, but its long-term growth story is hard to deny. "So, I take some measure of comfort in finding that our quantitative system concurs that Wilson Wong (he entered the dragon in June of last year) is a top pick. "His fund is a great way to bet on red without having to place all of your chips on China. Hong Kong (31%) and Taiwan (27%) stand shouldere to shoulder with China (21%) in terms of the funds concentration. "Speaking of concentration, this is Fidelity’s most concentrated int’l fund: 68 holdin... More About: Play
Olympic broadcasts boost Chyron (CGS)
2008-08-18 07:00:00 "A speculative pick due to its small capitalization, Chyron (http://www.thestockadvisors.com/quote.ht m?sym=cgs) (ASE: CGS (http://www.thestockadvisors.com/quote.ht m?sym=cgs)) is providing its high tech services to the Olympic games," says Leo Fasciocco (http://www.thestockadvisors.com/ccount/c lick.php?id=2282).In his Ticker Tape Digest (http://www.thestockadvisors.com/ccount/c lick.php?id=2282) -- which focuses on buying fundamentally strong stocks that have scored technical breakouts from their trading ranges -- he takes a look at this broadcasting graphics company."With annual revenues of $35 million, CGS is a micro-cap stock. The company was picked to provide over two dozen graphics systems to NBC during the network's coverage of the 2008 Olympic Games. "Utilizing the power of Chyron's HyperX2 in both HD and SD and being the first broadcaster in the US to realize the potential of Lyric PRO 7, NBC will be broadcasting a massive 3,600 hours of programming during of the games... More About: Boost , Broadcasts
China Mobile (CHL): Olympic potential
2008-08-18 07:00:00 "Whenever anyone asks, 'Why invest in China ?' the answer is very simple: that’s where the money and exponential future growth is," says Jim Trippon (http://www.thestockadvisors.com/ccount/c lick.php?id=2280).The editor of The China Stock Digest (http://www.thestockadvisors.com/ccount/c lick.php?id=2280) then asks, "Will China suffers an Oympic hangover?" He explains why that won't happen and why China Mobile (http://www.thestockadvisors.com/quote.ht m?sym=chl) (NYSE: CHL (http://www.thestockadvisors.com/quote.ht m?sym=chl)) should do well once the games conclude. "The Bank of China (BOC) conducted a study of the effects of 12 Olympiads on their host countries over the course of 60 years. They found that nine of the twelve Olympic host countries suffered a decline in GDP growth in the eight years after the games. "The key to a post Olympic slump is the size of the economy. Smaller economies like Korea suffered larger downturns after the games, while larger economies lik...
Long and short: Energy & financials
2008-08-18 07:00:00 "A changing of the guard is upon us," notes technician Richard Rhodes (http://www.thestockadvisors.com/ccount/c lick.php?id=2287). In his The Rhodes Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2287), he explains his shift to go long the energy sector while shorting financials."Technically, the broader bearish head & shoulders pattern in the Wilshire 5000 remains in place; thus the long-term downtrend remains in place and all rallies are considered countertrend moves."Moreover, many indices have now returned to major overhead resistance levels that are consistent with a risk-reward for returning to an aggressive short position. "We’re going to a long Energy position, which we consider oversold while also taking a short position in financials."The Bear Stearns takedown marked the low for the financials in terms of market cap at $270 billion, which was broken as concerns about Fannie and Freddie came to the forefront. However, prices stabilized on the news that sho... More About: Long , Short
Bernie's best bank bets
2008-08-18 07:00:00 In his "master trading portfolio" Bernie Shaeffer (http://www.thestockadvisors.com/ccount/c lick.php?id=2279) recommends two financial firms: HSBC Holdings (http://www.thestockadvisors.com/quote.ht m?sym=hbc) (NYSE: HBC (http://www.thestockadvisors.com/quote.ht m?sym=hbc)) and Wells Fargo (http://www.thestockadvisors.com/quote.ht m?sym=wfc) (NYSE: WFC (http://www.thestockadvisors.com/quote.ht m?sym=wfc)). Here's the latest from Schaeffer Research (http://www.thestockadvisors.com/ccount/c lick.php?id=2279)."HSBC Holdings, the banking and financial services company, has gained nearly 19% since July 15. "The stock's Schaeffer's put/call open interest ratio is 2.54, a reading that is higher than 85% of those taken during the past year."In addition, more than 10 puts have been purchased (to open) for every call purchased (to open) for HBC on the International Securities Exchange during the past 10 days."An unwinding of this pessimism could draive the shares higher. Analyst upgrades... More About: Bank , Bets
House hunting in China: Three advisors eye E-House (EJ)
2008-08-15 07:00:00 One lesser-known company is gaining the attention of the newsletter advisory community: E-House China Holdings Ltd. (http://www.thestockadvisors.com/quote.ht m?sym=) (NYSE: EJ (http://www.thestockadvisors.com/quote.ht m?sym=ej)), China’s largest real estate agency services firm.Indeed, the stock is being recommended by three top-tier advisors: Louis Basenese (http://www.thestockadvisors.com/ccount/c lick.php?id=2274), Daniel Frishberg (http://www.thestockadvisors.com/ccount/c lick.php?id=2272), and Tony Sagami (http://www.thestockadvisors.com/ccount/c lick.php?id=2273)."The Chinese economy isn’t going to suddenly grind to a halt when the Olympic flame is snuffed out," says Louis Basenese (http://www.thestockadvisors.com/ccount/c lick.php?id=2274), associate Investment Director for The Oxford Club (http://www.thestockadvisors.com/ccount/c lick.php?id=2274). "In fact, I believe the Olympics are China’s springboard to even more impressive growth. With the nation of 1.3 billi... More About: Hunting
Wind power boosts Trinity (TRN)
2008-08-15 07:00:00 "Around the globe, wind-generating capacity has been expanding at a rapid 30% clip in recent years," notes value investor Nathan Slaughter (http://www.thestockadvisors.com/ccount/c lick.php?id=2262).The editor of Half-Priced Stocks (http://www.thestockadvisors.com/ccount/c lick.php?id=2262) looks at industrial products firm Trinity Industries (http://www.thestockadvisors.com/quote.ht m?sym=trn) (NYSE: TRN (http://www.thestockadvisors.com/quote.ht m?sym=trn)), adding, "Its most promising division is the production of structural wind towers." Here's the latest "deep-discount' buy."Led by states such as Texas and California, wind farms around the country will generate almost 50 billion kilowatt hours of electricity this year. Of course, the U.S. is still playing catch-up with many other regions. "In fact, countries such as Spain, Portugal and Denmark all rely on wind farms for as much as one-quarter of their total power needs. "Across Europe, wind turbines will account for roughly ... More About: Power , Wind , Wind power
Smart phones: Smart buys?
2008-08-15 07:00:00 "Apple (http://www.thestockadvisors.com/quote.ht m?sym=aapl) (NASDAQ: AAPL (http://www.thestockadvisors.com/quote.ht m?sym=aapl)) and Research in Motion (http://www.thestockadvisors.com/quote.ht m?sym=rimm) (NASDAQ: RIMM (http://www.thestockadvisors.com/quote.ht m?sym=rimm)) are taking the smartphone market by storm," says Toby Smith (http://www.thestockadvisors.com/ccount/c lick.php?id=2278) in his top-notch advisory ChangeWave Investing (http://www.thestockadvisors.com/ccount/c lick.php?id=2278)."AAPL and RIMM are both pushing all of the other manufactures to the sidelines. "It's clear that RIMM's BlackBerry is the dominating force in the corporate smartphone market, but the Apple iPhone has shaken things up quite a bit on the consumer side. "The combination of the new Apple model flying off the shelves, and rumors of a postponement for one of RIMM's new releases, has raised questions among some analysts as to RIM's ability to fight back. "Credible sources suggest Resear... More About: Phones , Smart , Smart Phones
Silk Road 'banks' on Asia
2008-08-15 07:00:00 "The Asia n rally is under way," says Yiannis Moustrous (http://www.thestockadvisors.com/ccount/c lick.php?id=2277), editor of The Silk Road Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2277). Here, he looks at a favored pair of NYSE-listed banks; one in India, the other in South Korea."The latest rally started from depressed levels, particularly in comparison to other regions of the world. "Further, the current oil price weakness--if sustained--will act as a positive catalyst for Asian economies that are net oil importers."Extreme selling conditions usually set the stage for a rally, which can be rather substantial when a lot of cash is on the sidelines, a lot of short positions need to be covered and marginally positive news emerges. These conditions are currently in place in Asia."The previous selloff is giving us the opportunity to add one more position to our India holdings: ICICI Bank (http://www.thestockadvisors.com/quote.ht m?sym=ibn) (NYSE: IBN (http://www.the... More About: Banks
Haynesville shale: A 'natural' for Mainland (MNLU)
2008-08-14 07:00:00 "Mainland Resources (http://www.thestockadvisors.com/quote.ht m?sym=mnlu) (NASDAQ: MNLU (http://www.thestockadvisors.com/quote.ht m?sym=mnlu)), a small natural gas play, could be a giant in the space in a short period of time," says Charles Payne (http://www.thestockadvisors.com/ccount/c lick.php?id=2269). In his WStreet Market Commentary (http://www.thestockadvisors.com/ccount/c lick.php?id=2269), he explains, "The company involved in the super exciting Haynesville shale region, which could be one of the largest domestic on shore natural gas fields ever.""The stock has been coming on lately as more investors learn about the company's potential in the Haynesville shale region. "Discovered in March of this year, the Haynesville field -- according to Energy and Capital -- could conservatively hold 168 trillion cubic feet of natural gas. Chesapeake Energy (http://www.thestockadvisors.com/quote.ht m?sym=chk) (NYSE: CHK (http://www.thestockadvisors.com/quote.ht m?sym=chk)) has declared Haynes... More About: Natural
Charles Schwab (SCHW): 'Keep chugging along'
2008-08-14 07:00:00 "As a discount broker, Charles Schwab Corp. (http://www.thestockadvisors.com/quote.ht m?sym=schw) (NASDAQ: SCHW (http://www.thestockadvisors.com/quote.ht m?sym=schw)) makes money on every transaction it does for its clients," says Horatio Marquez (http://www.thestockadvisors.com/ccount/c lick.php?id=2264). "The contributing editor to the industry-leading Money Map Reporter (http://www.thestockadvisors.com/ccount/c lick.php?id=2264) explains, "For Schwab, it doesn’t matter whether the market goes up or down. It’s just matters that the market keeps on chugging along.""Investing in Schwab is like betting with the casino, and not the gambler. And those kinds of odds I’ll take any day. Fact is, all that matters is that stock and options traders keep 'plying their trade.' "And well they have. Increased trading activity helped Schwab post better results for the last quarter. And that trading surge has continued into July, with average daily trades to date already 7.9% highe...
VSEC: Military fuel?
2008-08-14 07:00:00 "VSE Corp. (http://www.thestockadvisors.com/quote.ht m?sym=vsec) (NASDAQ: VSEC (http://www.thestockadvisors.com/quote.ht m?sym=vsec)) is a small defense contractor that has attracted the interest of insiders and some institutions," notes the special situation service, The Dave Dyer Newsletter (http://www.thestockadvisors.com/ccount/c lick.php?id=2275)."The company is celebrating its 50th anniversary next year. They are still not a very large company (market cap of $202 million), and they only have a few customers (primarily the Army, Navy, Air Force, and Department of Energy). "The company's website provides an opaque description of their focus, noting that they are a 'broadly diversified company .... in the engineering, energy, environment, information technology, and defense services markets.' "Normally, that kind of unfocused gibberish would discourage me from going any further. However, there are indications that something might be going on with VSEC. "On June 27, one of the dir... More About: Military , Fuel
The right real estate REIT?
2008-08-14 07:00:00 "Not all REIT s are created equal," notes income expert Richard Lehmann (http://www.thestockadvisors.com/ccount/c lick.php?id=2270). Here, he takes a look at the Neuberger Berman Real Estate Income Trust (http://www.thestockadvisors.com/quote.ht m?sym=nro) (NYSE: NRO (http://www.thestockadvisors.com/quote.ht m?sym=nro)) in his The ETF Trader (http://www.thestockadvisors.com/ccount/c lick.php?id=2270)."The decline in Real Estate Investment Trusts (REITs) has been sharp, reacting to the mortgage crisis and the associated financial meltdown. However, here are sectors of the real estate market that have not been affected by the mortgage crisis. "Such sectors like health care and multi-family projects and self-storage buildings are relatively less sensitive to the economic cycle. In addition, these sectors may have an inverse benefit from foreclosures such as rental properties and self-storage. "The Neuberger Berman Real Estate Securities Income Trust fund invests in REITs in defensive areas ...
Portfolio heat: Three plays on geothermal
2008-08-13 07:00:00 'Geothermal energy, or heat generated from the earth, is largely non-polluting, and is renewable and reliable," says Ashley Winters and John Parke (http://www.thestockadvisors.com/ccount/c lick.php?id=2261).In Stephen Leeb's The Complete Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2261), the contributing editors look at a trio of diverse plays on geothermal energy: Chevron (http://www.thestockadvisors.com/quote.ht m?sym=cvx) (NYSE: CVX (http://www.thestockadvisors.com/quote.ht m?sym=cvx)), Calpine (http://www.thestockadvisors.com/quote.ht m?sym=cpn) (NYSE: CPN (http://www.thestockadvisors.com/quote.ht m?sym=cpn)), and Ormat Technologies (http://www.thestockadvisors.com/quote.ht m?sym=ora) (NYSE: ORA (http://www.thestockadvisors.com/quote.ht m?sym=ora)). "Throughout the globe, heat is continually produced in a layer far below the earth’s crust. Large power plants can capture and use this steam to provide electricity on a fairly large scale."In Iceland, by so... More About: Portfolio , Heat , Plays
"Best buys" among contrarian funds
2008-08-13 07:00:00 “At the Morningstar Investment Conference, I had a chance to hear directly from manager of several of our ‘best buy’ funds,” says Mark Salzinger (http://www.thestockadvisors.com/ccount/c lick.php?id=2267).In his The No-Load Fund Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2267), he discusses a pair of “contrarian” funds: Dodge & Cox Stock (http://www.thestockadvisors.com/quote.ht m?sym=dodgx) (DODGX (http://www.thestockadvisors.com/quote.ht m?sym=dodgx)) and T. Rowe Price Equity Income (http://www.thestockadvisors.com/quote.ht m?sym=prfdx) (PRFDX (http://www.thestockadvisors.com/quote.ht m?sym=prfdx)) recommended for long-term investors.“The managements of these equity funds are sticking to its guns. In the case of Dodge & Cox Stock, this means a continuation of a contrarian focus on large out-of-favor stocks. often in equally out-of-favor sectors.“In the case of T. Rowe Price Equity Income, this means a continuation of fo... More About: Funds
Smith & Wesson (SWHC): A big shot?
2008-08-13 07:00:00 Smith & Wesson Holding Co. (http://www.thestockadvisors.com/quote.ht m?sym=swhc) (NASDAQ: SWHC (http://www.thestockadvisors.com/quote.ht m?sym=swhc)), one of the world’s leading makers of firearms, is a 'buy' from small cap stock specialist Konrad Kuhn (http://www.thestockadvisors.com/ccount/c lick.php?id=2266) in his Kon-Lin Letter (http://www.thestockadvisors.com/ccount/c lick.php?id=2266).“Smith & Wesson first opened its doors in 1852 and have since focused on innovative solutions in the field of personal safety and protection. “Almost every major law enforcement and military agency in the world has used its products. And to this day, most police departments in the U.S. depend on their firearms and accessories.“The world famous 357 Magnum was developed specifically for law enforcement and the Smith & Wesson .38 Special has been in continuous production since it was first introduced in 1899.“Smith & Wesson is the largest maker of handguns and hand... More About: Shot , Smith
Foster Wheeler (FWLT): 'Green' gains in 'gasification'
2008-08-12 07:00:00 "Foster Wheeler (http://www.thestockadvisors.com/quote.ht m?sym=fwlt) (NASDAQ: FWLT (http://www.thestockadvisors.com/quote.ht m?sym=fwlt)) is a worldwide engineering, construction, and project management contractor with a reputation for delivering high quality, reliable facilities," says Jim Powell (http://www.thestockadvisors.com/ccount/c lick.php?id=2253).In his Global Changes & Opportunities Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2253), he suggests, "And while the company does business in 26 countries, its contracts in China alone could keep Foster Wheeler busy for several years." "Foster Wheeler operates in two segments. The Global Engineering and Construction Group designs and builds energy processing facilities worldwide."The company has a DOD contract to develop a gasification unit that will be used in 21 coal-fired electric plants. The systems being produced by Foster Wheeler emit no airborne pollutants and are cost-effective. I think the technology has eno... More About: Green
"Kinder" income: Partnerships for steady yields
More articles from this author:2008-08-12 07:00:00 "The operations of many energy partnerships have nothing to do with the price of crude and natural gas; they only need to have demand," explains Neil George (http://www.thestockadvisors.com/ccount/c lick.php?id=2260).In his specialized advisory services, The Partnership (http://www.thestockadvisors.com/ccount/c lick.php?id=2260), he looks at Kinder Morgan Energy Partners (http://www.thestockadvisors.com/quote.ht m?sym=kmp) (NYSE: KMP (http://www.thestockadvisors.com/quote.ht m?sym=kmp)) and Kinder Morgan Management (http://www.thestockadvisors.com/quote.ht m?sym=kmr) (NYSE: KMR (http://www.thestockadvisors.com/quote.ht m?sym=kmr))."Midstream partnerships--those that operate pipelines or storage and processing facilities segments as well as those that invest in these segments--are among the most stable distribution payers. "And, more importantly right now, they’re among the most stable investments in what’s become a treacherous stock market. These middlemen, in between the prod... More About: Income 1, 2, 3, 4, 5, 6, 7 |
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