TheStockAdvisors.com

RSS Feed Homepage

Articles: 1, 2, 3, 4, 5, 6, 7

Annaly Capital (NLY) 'Historic' yield
2008-11-11 06:00:00
"Annaly Capital (http://www.thestockadvisors.com/quote.ht m?sym=nly) (NYSE: NLY (http://www.thestockadvisors.com/quote.ht m?sym=nly)) is in the sweet spot," says Steve Sjuggerud (http://www.thestockadvisors.com/ccount/c lick.php?id=2541) in Daily Wealth (http://www.thestockadvisors.com/ccount/c lick.php?id=2541). He says, "It borrows at a low interest rate and invests at a higher rate -- and earns the 'spread'.""The cost of money is historically low, and it's headed lower. Meanwhile, relative to the cost of money, the return on money is higher than it's ever been. "The ultimate way trade on this historic discrepancy, for high-returns with very low risk, is through shares of companies like Annaly, which is now s now paying a 16% dividend. And there's an excellent chance that number could go up next quarter. "In the latest-reported quarter, the company borrowed money at 3.5%. (The credit markets have calmed down a bit, so its cost of borrowing should be even lower nex...
More About: Historic

FEMSA (FMX): Beverage bet on Latin America
2008-11-10 06:00:00
"In the current meltdown,panic-stricken selling across the board has made it possible to find high-quality, defensive stocks trading at bargain valuations," says global stock expert John Christy (http://www.thestockadvisors.com/ccount/c lick.php?id=2547).In his The Forbes International Stock Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2547), he explains, "A prime example is FEMSA (http://www.thestockadvisors.com/quote.ht m?sym=fmx) (NYSE: FMX (http://www.thestockadvisors.com/quote.ht m?sym=fmx)), Latin America ’s largest beverage company. Here, the advisor reviews his latest "stock of the month.""Based in Monterey, Mexico, the company’s roots date back to the founding of the Cervecería Cuauhtémoc Moctezuma brewery in 1890. "While beer is FEMSA’s oldest business, it only accounts for about a quarter of total revenue. Convenience stores contribute another 28% of revenue, but the biggest business of all is soft drinks. "FEMSA is Coca-Cola&rsq...
More About: Latin America , Beverage

Market extremes: Marking a bottom?
2008-11-10 06:00:00
Money manager and advisor Jim Stack (http://www.thestockadvisors.com/ccount/c lick.php?id=2554), who accurately side-stepped the bear market over the past year, is now turning more optimistic. Here's the latest from his InvesTech Market Analyst (http://www.thestockadvisors.com/ccount/c lick.php?id=2554)."As a bear market unfolds, investor emotions travel down a slippery slope of anxiety, fear and panic. And it is just this kind of emotional upheaval that creates some of the extremes that we are seeing now. "Media headlines containing the word 'depression' and images like this are appearing more this year than in any year since the 1930s. "Stock market volatility, as measured by the number of 1% daily closing moves in the S&P 500] Index, is near a record high. The percentage of stocks on the NYSE hitting new 12-month lows is higher than any previous record level during the past 50 years."Yet, bear markets bottoms occur right in the midst of fear and panic – at the po...
More About: Bottom

Coach (COH): Value is in the bag
2008-11-10 06:00:00
Value investor Charles Mizrahi (http://www.thestockadvisors.com/ccount/c lick.php?id=2546) sees "very good value" in high-end accessories retailer Coach (http://www.thestockadvisors.com/quote.ht m?sym=coh) (NYSE: COH (http://www.thestockadvisors.com/quote.ht m?sym=coh)). Here's the advisor's bullish review from his Hidden Values Alert (http://www.thestockadvisors.com/ccount/c lick.php?id=2546)."Founded in 1941, Coach has grown from a family-run workshop in a Manhattan loft to a leading American marketer of fine accessories and gifts for women and men."Coach is one of the most recognized fine accessories brands in the United States and in targeted international markets."Coach’s modern, fashionable handbags and accessories use a broad range of high-quality leathers, fabrics and other materials."The company has created a sophisticated, modern and inviting environment to showcase its product assortment and to reinforce a consistent brand position wherever the consumer may shop...

Call on Indonesian telecom
2008-11-10 06:00:00
"I believe the Asian economic growth story is intact, and now is the time to start adding to positions," says Yiannis Mostrous (http://www.thestockadvisors.com/ccount/c lick.php?id=2545). In The Silk Road Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2545), he looks to an Asian telecom."PT Telekomunikasi Indonesia (http://www.thestockadvisors.com/quote.ht m?sym=tlk) (NYSE: TLK (http://www.thestockadvisors.com/quote.ht m?sym=tlk)) has been severely hit and now offers a 9% dividend yield with strong cash flows. "The company, which is 50% owned by the government, is the dominant fully integrated telecoms operator in Indonesia, providing local fixed-line, mobile and data services. Its also holds 65% of the largest local mobile company, Telkomsel. "Its strong cash flow generation offers a good buffer in the current environment, supporting a strong balance sheet, and will also help it defend and increase its market share. "Keep in mind that Indonesia has been a particularly v...
More About: Indonesian , Telecom , Call

Celgene: Blockbuster biotech bet
2008-11-10 06:00:00
"The medical arena has long been my favorite sectors; perhaps the best opportunities within the medical sector will be with companies who provide life-saving products for the treatment of serious diseases," says Dave Dyer (http://www.thestockadvisors.com/ccount/c lick.php?id=2551).In The Dave Dyer Newsletter (http://www.thestockadvisors.com/ccount/c lick.php?id=2551), he explains "That is why Celgene (http://www.thestockadvisors.com/quote.ht m?sym=celg) (NASDAQ: CELG (http://www.thestockadvisors.com/quote.ht m?sym=celg)) is an excellent choice in this economy." Here's his look at this recession-resistant company."Celgene is a multinational biopharmaceutical company with a $29 billion market cap and no debt."Revlimid is their blockbuster drug with multi-billion dollar potential. It was first approved by the FDA in 2005, and it has many good years of patent protection ahead of it."Revlimid delays the onset of progression of deadly diseases -- leprosy and multiple myeloma. No wonder it...
More About: Blockbuster

Schwab (SCHW): Margin of safety
2008-11-07 06:00:00
"We are selectively buying financially sound stocks that and likely to beat profit expectations in coming months, while offering a high margin of safety," says Alexander Green (http://www.thestockadvisors.com/ccount/c lick.php?id=2532) .The contributing editor to the industry-leading The Oxford Club (http://www.thestockadvisors.com/ccount/c lick.php?id=2532) explains, "One such stock is Charles Schwab (http://www.thestockadvisors.com/quote.ht m?sym=schw) (NASDAQ: SCHW (http://www.thestockadvisors.com/quote.ht m?sym=schw)), which, of course, is the nation's largest discount broker.""Schwab isn't your typical Wall Street firm. It doesn't construct collateralized debt obligations. It doesn't hold subprime mortgages."What it does is gather assets; in fact, Schwab gained more new clients over the past few years than the nation's full-service firms combined, according to Bank of America securities analyst Michael Hecht."In addition to attracting individual clients, Schwab ...
More About: Safety , Margin

Fund expert's top sector bets on Obama
2008-11-07 06:00:00
What sectors are poised to outperform as a result of a Barack Obama presidency? To find out, we turn to fund expert Jim Lowell (http://www.thestockadvisors.com/ccount/c lick.php?id=2540) who recent prepared a report highlighting the top ETFs based on each candidate.In The Forbes ETF Trader (http://www.thestockadvisors.com/ccount/c lick.php?id=2540), he offers several top picks including ETFs that are focused on biotechnology and medical research, industrials, clean environment and clean energy technologies."SPDR Biotech (http://www.thestockadvisors.com/quote.ht m?sym=xbi) (ASE: XBI (http://www.thestockadvisors.com/quote.ht m?sym=xbi)) seeks investment results that correspond to the price and yield performance of the S&P Biotechnology Select Industry Index which is made up of the biotechnology sector of the S&P Total Markets Index."It began trading in January 2006. The top ten holdings are Genentech, Amgen, Gilead Sciences, Celgene, Genzyme, Biogen Idec, Imclone, Cephalon, Vertex Pharma...
More About: Fund , Bets

At 'home' in homebuilders
2008-11-07 06:00:00
"The economic crisis began in the housing sector and will likely end there," says Stephen Leeb (http://www.thestockadvisors.com/ccount/c lick.php?id=2539). In his top-notch The Complete Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2539) he takes a contrary look at two homebuilders."Though my view may sound contrarian to a fault, a close look at the housing market, especially given recent government actions, suggests a recovery will happen sooner rather than later and be stronger rather than weaker."When home prices decline, buyers pull back, afraid of buying too soon. This leads to further declines and further buyer reluctance. No surprise, then, that housing starts have fallen dramatically. "Meanwhile, consumers, who had been borrowing money based on the value of their homes, found this source of credit drying up, which dealt a further blow to the economy."It is a vicious circle indeed. Ultimately, though, it will almost certainly end with more willing lenders and a...
More About: Home

At 'home' in China
2008-11-07 06:00:00
"We see opportunity in sound property investments in emerging Asian markets," says Vivan Lewis (http://www.thestockadvisors.com/ccount/c lick.php?id=2543). In her Global Investing (http://www.thestockadvisors.com/ccount/c lick.php?id=2543), she looks at China developer, Xinyuan (http://www.thestockadvisors.com/quote.ht m?sym=xin) (NYSE: XIN (http://www.thestockadvisors.com/quote.ht m?sym=xin))."Xinyuan, a property developer in China, has been beaten down. The combination of two recent bubbles bursting is enough to explain why the stock is down."In addition, it did not help that XIN warned that there would be a falloff in sales in the second half of this year."Moreover, there is plenty of news and pseudo-analysis about on how Chinese real estate is proving to be a bubble, the most recent a report from Citigroup. "They wrote about areas near where their China team is based in easy reach of Hong Kong like Shenzhen and Guangzhou -- areas that are indeed feeling the pinch."However, my assess...
More About: Home

Baidu (BIDU): 'The Chinese Google'
2008-11-06 06:00:00
"Baidu .com (http://www.thestockadvisors.com/quote.ht m?sym=bidu) (NASDAQ: BIDU (http://www.thestockadvisors.com/quote.ht m?sym=bidu)), the leading Internet search company in China, is considered the'Chinese Google '," notes Chuck Carlson (http://www.thestockadvisors.com/ccount/c lick.php?id=2526), advisor and expert on dividend reinvestment plans. In his The DRIP Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2526), he takes a look at the Beijing-based company, it's long-tern growth prospects, and its just launched direct purchase plan.”The company is the leading Internet search company in China. The company has more than 60% of China’s search market. Google is No. 2 with 25%. Baidu generates revenue much the same way Google does via ads that are strategically placed near search results. Growth has been very impressive. "In the third quarter, the company posted a 91% jump in earnings. The results beat analysts’ estimates. Revenue jumped 85%. ...

Funding the future: Electric cars to wind power
2008-11-06 06:00:00
"Our hope is that the new administration decides to fund 'the future'," says Sean Broderick (http://www.thestockadvisors.com/ccount/c lick.php?id=2542). In Money and Markets (http://www.thestockadvisors.com/ccount/c lick.php?id=2542) he looks to some favored exchange traded funds offering long-term investors exposure to alternative energy, wind power, electric cars and the rebuilding of our nation's infrastructure."We need an efficient power grid that can carry renewable energy — solar from the Mojave Desert and wind from the Great Plains — to the population centers of the U.S. Too bad our power grid is 100 years old and falling apart at the seams. And demand is growing every year."In addition, we need more railroads for an energy independent America — building those lines is a good bottom-up way to boost the economy. And, we need an electric car program. "I'm talking about developing mass-market battery-powered cars (hybrid or plug-in) that achieve a...
More About: Power , Cars , Future , Wind , Funding

Ken Kam bets on the 'best'
2008-11-06 06:00:00
Ken Kam follows 70,000+ stock pickers who run virtual portfolios on Fluor Corporation (http://www.thestockadvisors.com/quote.ht m?sym=flr) (NYSE: FLR (http://www.thestockadvisors.com/quote.ht m?sym=flr)) is a Texas-based, mid-cap, Construction & Engineering company. "They specialize in providing engineering and management services to oil & gas, transportation, mining, telecommunications, healthcare, and energy companies. FLR also provides services to the Departments of Energy, Homeland Security and Defense. "The 'best investors' increased their holdings by 14% recently, while the 'rest' decreased their holdings by 2%. The best Investors began purchasing FLR in August 2003 at $17, and they would gradually purchasing more shares of FLR until they sold some in February 2007 at $43. "In the past few months, FLR has dropped considerably, but in the past two weeks the Best Investors have purchased shares in FLR once again."Computer Task Group (http://www.thestockadvisors.com...
More About: Bets

Cree (CREE): A bright light
2008-11-06 06:00:00
"Amid all the market gloom, Cree (http://www.thestockadvisors.com/quote.ht m?sym=cree) (NASDAQ: CREE (http://www.thestockadvisors.com/quote.ht m?sym=cree)) shines brightly," notes growth stock expert Toby Smith (http://www.thestockadvisors.com/ccount/c lick.php?id=2524). In his ChangeWave Investing (http://www.thestockadvisors.com/ccount/c lick.php?id=2524), he looks at the energy saving play."The company makes light emitting diodes (LED) used as backlighting for mobile products, auto interior lighting, electronic displays and other consumer and electronic products."As we saw in our ChangeWave Alliance's corporate energy efficiency report in April 2008, LED lighting was the clear momentum leader going forward and showed unequivocally that LED is a prime spending area in the world of corporate energy efficiency. "The company recently issued quarterly results that beat the consensus estimates. For fiscal Q1 2009, CREE revenues rose 24% to $140 million, and earnings jumped 50% to 10 ce...
More About: Light , Bright

The Buckle (BKE): Strong trend for 'trendy' wear
2008-11-05 06:00:00
"The Buckle (http://www.thestockadvisors.com/quote.ht m?sym=bke) (NYSE: BKE (http://www.thestockadvisors.com/quote.ht m?sym=bke)) -- my latest 'undiscovered gem' -- has appeared on my radar thanks to its strong price action amid the broad-market turmoil," says contrarian Elizabeth Harrow (http://www.thestockadvisors.com/ccount/c lick.php?id=2527).In Schaeffer's Research (http://www.thestockadvisors.com/ccount/c lick.php?id=2527), she explains, "Its clothing is targeted toward trendy, disaffected youth, and these kids don't seem to be reining in their discretionary spending anytime soon.""Based in Nebraska, this company maintains a low profile among investors and analysts, yet it's a member of both the S&P 600 SmallCap and the S&P 1500 SuperComp."In October, BKE shocked the Street with impressive September sales figures. Same-store sales jumped 19.7% for the month, while total sales added 26%. Year-to-date, the retailer noted that same-store sales are up nearly 25%."Y...
More About: Wear , Trend , Strong , Trendy

Scale in to Templeton Emerging (EMF)
2008-11-05 06:00:00
"There are signs that the global credit logjam may be breaking," states Keith Fitz-Gerald (http://www.thestockadvisors.com/ccount/c lick.php?id=2538 ). In The Money Map Reporter (http://www.thestockadvisors.com/ccount/c lick.php?id=2538 ), he looks to Templeton Emerging Markets Fund (http://www.thestockadvisors.com/quote.ht m?sym=emf) (NYSE: EMF (http://www.thestockadvisors.com/quote.ht m?sym=emf))."The drop in LIBOR rates strongly suggests that banks are beginning to trust each other again. At the same time, the index of leading economic indicators rose unexpectedly."This gives some powerful incentives to institutional and individual investors alike to pump some of the more than $1 trillion in cash they're sitting on back into stocks."Templeton Emerging Markets Fund is trading at a 12% discount to net asset value and offers a 16.9% yield. "Fully 58.2% of EMF's assets are concentrated in and around the Asian region, which is running the highest cash reserves as a percentage of G...
More About: Scale

Gold & inflation: What's next?
2008-11-05 06:00:00
"Excesses in commodities have been thoroughly washed out of the system," says Curtis Hesler (http://www.thestockadvisors.com/ccount/c lick.php?id=2537) in The Professional Timing Service (http://www.thestockadvisors.com/ccount/c lick.php?id=2537). Here's his case for rising stocks, inflation and gold."The decline we have seen in commodities has been a consequence of deleveraging and the self-feeding process of liquidation brought on by highly leveraged institutions selling everything and anything to raise needed cash. "Once one sells down prices, another is compelled to follow suit. This has forced margin calls on institutions and individuals who then joined the fray. The result has been to see asset prices - both paper and tangible - decline. The real question is, what is next? "The Fed has created an amazing amount of money of late. All that money the Fed is creating will take a brief trip through the stock market, and we will see a rebound in the popular averages."I see the Do...
More About: Gold , Inflation

Copper profits with Freeport (FCX)
2008-11-04 06:00:00
"This is truly a spectacular opportunity to lock in solid gains for the next leg up in commodities," explain Yiannis Mostrous and Roger Conrad (http://www.thestockadvisors.com/ccount/c lick.php?id=2510).The co-editors of Vital Resource Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2510) add, "Freeport Copper & Gold (http://www.thestockadvisors.com/quote.ht m?sym=fcx) (NYSE: FCX (http://www.thestockadvisors.com/quote.ht m?sym=fcx)), our favorite copper play, is certainly cheap enough to be bought at once, with the caveat that we may not have hit bottom.""Deep value and generous dividends don’t normally come to mind with vital resources and the companies that produce them. But that’s precisely what we’re seeing here in late October."Resource stocks are cheap now for one major reason: the strong conviction of investors that the global economy is headed into the tank, despite the fact that the global financial crisis appears to be easing. "Some of our favo...
More About: Profits

Vanguard Wellesley (VWINX): Shelter from the storm
2008-11-04 06:00:00
"Balanced funds offer stability, income, and the potential for growth," notes Genia Turanova (http://www.thestockadvisors.com/ccount/c lick.php?id=2519). In the industry-leading advisory service, The Leeb Income Performance Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2519), she contends, "Vanguard Wellesley Income (http://www.thestockadvisors.com/quote.ht m?sym=vwinx) (VWINX (http://www.thestockadvisors.com/quote.ht m?sym=vwinx)) offers shelter from the storm." Here is her review."The continuing stock market turmoil has been relatively gentle to so-called balanced funds—funds that contain stocks and fixed income securities alike. "This shouldn’t surprise anyone who knows how strong fixed income investments have been as investors, seeking haven in the relative safety of bonds, have put money into these instruments and driven up their price. "Balanced funds appeal both to investors who mainly are looking for income as well as to risk-averse types who want stab...
More About: Storm , Shelter

Jim Lowell: An ETF trio
2008-11-04 06:00:00
"I think we’re overdue for a rally," says fund expert Jim Lowell (http://www.thestockadvisors.com/ccount/c lick.php?id=2530). In his Marketwatch ETF Trader (http://www.thestockadvisors.com/ccount/c lick.php?id=2530), he offers three defensive ETFs poised to benefit from a challenging environment."The rally we expect will be born of evidence that the bailout is working, a post-election sigh of relief, trillions of impatient dollars waiting to buy low, and a likely further stimulus to the economy before year-end. "No matter who wins on November 5th, consumer staples, in the form of PowerShares Dynamic Food & Beverage (http://www.thestockadvisors.com/quote.ht m?sym=pbj) (NYSE: PBJ (http://www.thestockadvisors.com/quote.ht m?sym=pbj)) ought to be in our recession lunchbox. "The fund seeks investment results that correspond to the price and yield performance of the Dynamic Food & Beverage Intellidex Index. It carries an expense ratio of 0.64%. "The top ten holdings are General Mills, ...
More About: Trio

Secure gains from L-1 Identity (ID)
2008-11-04 06:00:00
Growth stock expert Karim Rahemtulla (http://www.thestockadvisors.com/ccount/c lick.php?id=2536) updates investors on L-1 Identity Solutions (http://www.thestockadvisors.com/quote.ht m?sym=id) (NYSE: ID (http://www.thestockadvisors.com/quote.ht m?sym=id)), a holdings in his Xcelerated Profits Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2536). Here, he eyes the high tech security firm."L-1 Identity Solutions could be set for a $250 million windfall. New York state officials just announced that the company has won the bidding for its five-year contract that will involve assisting the Division of Criminal Justice Services (DCJS) with enrollment services and fingerprint-based background checks."L-1 will provide 75 facilities for officials to conduct these background checks and data processing centers for job applications and licenses that require applicant scrutiny. That includes the Department of State, Department of Motor Vehicles, and the Office for Children and Family S...
More About: Secure

Defensive gains from United Technologies (UTX)
2008-11-03 06:00:00
“United Technologies (http://www.thestockadvisors.com/quote.ht m?sym=utx) (NYSE: UTX (http://www.thestockadvisors.com/quote.ht m?sym=utx)) is best known as one of the largest U.S. defense contractors,” says blue chip advisor Richard Moroney (http://www.thestockadvisors.com/ccount/c lick.php?id=2525 ).“In his Dow Theory Forecast (http://www.thestockadvisors.com/ccount/c lick.php?id=2525 ), he adds, “In addition to defense, the company’s products range from jet engines to elevators to spacesuits.” Here’s his bullish appraisal of the stock.“Like many defense companies, United Technologies is also somewhat defensive, poised to keep its powder dry even if storms continue for quite awhile."The company can work down strong backlogs during sales lulls, and a broad product mix should support modest growth even if the flow of defense contracts slows after the presidential election.“United Technologies also generates more than 41% of sale...

First Solar (FSLR): A bet on both candidates
2008-11-03 06:00:00
"Trading at 17 times 2009 earnings with a long-term growth rate above 56%, First Solar (http://www.thestockadvisors.com/quote.ht m?sym=fslr) (NASDAQ: FSLR (http://www.thestockadvisors.com/quote.ht m?sym=fslr)) looks ridiculously cheap at current levels," notes Paul Tracy (http://www.thestockadvisors.com/ccount/c lick.php?id=2520 ).In his StreetAuthority Market Advisor (http://www.thestockadvisors.com/ccount/c lick.php?id=2520 ), he adds, "Both U.S. Presidential candidates are talking about carbon regulation, which in turn will benefit green energy firms like First Solar." Here's his review."The company is the global leader in what's called thin-film solar technology. Thin-film cells are made from a material known as cadmium telluride rather than the more common polysilicon-based cells used by most solar PV cell producers. "Until the financial stabilization bill was passed in October including an eight year renewal of solar tax credits, there remained considerable uncertainty abo...
More About: Candidates

Stable income: Bond fund bets
2008-11-03 06:00:00
"To ride out the market storm, while still generating income, we recommend four open-end bond funds," says Roger Conrad (http://www.thestockadvisors.com/ccount/c lick.php?id=2531) in Personal Finance (http://www.thestockadvisors.com/ccount/c lick.php?id=2531). Here's some dividend ideas."Our four funds’ formula is no secret: Managers stick to their specialty, eschew leverage, practice almost extreme diversification, bill only modest fees and impose no sales loads or redemption fees. "All four also stick to generally low duration securities (low interest rate exposure)."The best performer of the four is Vanguard GNMA (http://www.thestockadvisors.com/quote.ht m?sym=vfiix) (VFIIX (http://www.thestockadvisors.com/quote.ht m?sym=vfiix)). Vanguard Intermediate-Term Tax Exempt (http://www.thestockadvisors.com/quote.ht m?sym=vwitx) (VWITX (http://www.thestockadvisors.com/quote.ht m?sym=vwitx)) and Vanguard Intermediate-Term Investment Grade (http://www.thestockadvisors.com/quote.ht m?sym...
More About: Bond , Income , Fund , Bets

The Chartist: Time to buy?
2008-11-03 06:00:00
Market timing expert Dan Sullivan (http://www.thestockadvisors.com/ccount/c lick.php?id=2528) has wisely been in money market funds since January. Yet, in his The Chartist (http://www.thestockadvisors.com/ccount/c lick.php?id=2528) advisory service, he sees hope for signs of market stability."The intra-day panic lows hit on Friday, October 10th, could hold up over the next three months and as an outside possibility, could represent the lows of the entire bear market."We based this on what we viewed as outright capitulation during the opening minutes of trading with the Dow plunging almost 700 points."The intra-day low hit that day and which now represent support are: 839 for the S&P 500, 7,882 for the Dow, 1542 for the Nasdaq and 468 for the Russell 2000."In addition to the heavy capitulation witnessed on October 10th, there are a number of sentiment indicators, that based on their extremely pessimistic levels, appear to also argue for at least a short-term bottom."Among those is the ...
More About: Time

Allegheny Tech (ATI): A 'Dreman-style' contrarian buy
2008-10-31 05:00:00
"Among contrarians, one advisors standa out among all others: David Dreman," notes John Reese (http://www.thestockadvisors.com/ccount/c lick.php?id=2512).In his Validea (http://www.thestockadvisors.com/ccount/c lick.php?id=2512) newsletter, which selects stocks based on the strategies of time-tested investors, he reviews Dreman's approach and offers one stock that matches the contrarian's investment profile -- specialty metals firm, Allegheny Tech nologies (http://www.thestockadvisors.com/quote.ht m?sym=) (NYSE: ATI (http://www.thestockadvisors.com/quote.ht m?sym=ati))."Dreman, perhaps more than any other guru I follow, is a student of investor psychology. "And at the core of his research is the belief that investors tend to overvalue the 'best' stocks -- those 'hot' stocks everyone seems to be buying -- and undervalue the 'worst' stocks -- those that people are avoiding like the plague."In addition, he also believed that the market was driven largely by h...
More About: Style

Asian bargain: Two favorites from Sagami
2008-10-31 05:00:00
“The best investment deals on the planet are in Asia — and the size of the rebound rally will be the biggest surprise of all,” says Asian stock expert Tony Sagami (http://www.thestockadvisors.com/ccount/c lick.php?id=2505).Here, the editor of The Asia Stock Alerts (http://www.thestockadvisors.com/ccount/c lick.php?id=2505) looks at his two current favorite plays in Asia -- Mindray Medical (http://www.thestockadvisors.com/quote.ht m?sym=mr) (NYSE: MR (http://www.thestockadvisors.com/quote.ht m?sym=mr)) and CTrip.com (http://www.thestockadvisors.com/quote.ht m?sym=ctrp) (NASDAQ: CTRP (http://www.thestockadvisors.com/quote.ht m?sym=ctrp)).“The recent drop in Asian markets is an opportunity. Vvaluations are cheap. The average P/E of Asian markets is a bargain-basement 10.3, the lowest since at least 1995. “Buying stocks in rapidly growing economies selling at just 10 times earnings after a 60% haircut is a fantastic bargain. “I absolutely believe that Asia ...
More About: Bargain , Favorites

Aden sisters: Hyper-inflation or deflation?
2008-10-30 05:00:00
“There’s no question these are dangerous times and the financial world is in uncharted waters,” caution resource experts Mary Anne and Pamela Aden (http://www.thestockadvisors.com/ccount/c lick.php?id=2507).In The Aden Forecast (http://www.thestockadvisors.com/ccount/c lick.php?id=2507), the sisters offer an exceptional in-depth discussion on inflationary vs. deflationary foreces, their outlook for precious metals, and their top gold and silver positions for long-term investors.“The global financial system is on very thin ice, teetering on collapse. Global central banks clearly are literally pulling out all the stops to revive lending and the world economy.“Will these efforts work? Will they be enough? Those are the most important unanswered questions of the day and only time will tell, but we should know much more in the critical month or so ahead. Why?“The Fed is spending money at an astronomical rate. It’s creating this money out of thin a...
More About: Inflation , Sisters , Hyper , Deflation

A new boost for Psychiatric Solutions (PSYS)
2008-10-30 05:00:00
“Sometimes the government gives, and other times it takes away; the mental health care industry has been on both sides,” notes Dave Dyer (http://www.thestockadvisors.com/ccount/c lick.php?id=2502).In his The Dave Dyer Newsletter (http://www.thestockadvisors.com/ccount/c lick.php?id=2502), the growth stock expert explains, “It looks like it is the sector’s turn to now get a boost.” Here, he looks at Psychiatric Solutions (http://www.thestockadvisors.com/quote.ht m?sym=psys) (NASDAQ: PSYS (http://www.thestockadvisors.com/quote.ht m?sym=psys)).“Back in the 1990s, federal mental health funding was cut and facilities cut back or closed. Many people ended up on the streets when they could not function in society without help from government programs.“Things have just changed. Senator Pete Domenici had been promoting a ‘mental health parity’ bill that would require medium and large companies to provide medical insurance that covered mental ...
More About: Boost

Skousen follows Buffett to buy 'American'
2008-10-30 05:00:00
"We've followed Warren Buffett 's advice to 'buy American '," says Mark Skousen (http://www.thestockadvisors.com/ccount/c lick.php?id=2518); his Hedge Fund Trader (http://www.thestockadvisors.com/ccount/c lick.php?id=2518) eyes Johnson & Johnson (http://www.thestockadvisors.com/quote.ht m?sym=jnj) (NYSE: JNJ (http://www.thestockadvisors.com/quote.ht m?sym=jnj)) and FPL Group (http://www.thestockadvisors.com/quote.ht m?sym=fpl) (NYSE: FPL (http://www.thestockadvisors.com/quote.ht m?sym=fpl)). "Johnson & Johnson as well as FPL Group are two strong positions in companies that have suffered a few 'hiccups' during this historic panic selling, but are likely to survive and prosper in the next year. "First, Johnson & Johnson, the health care and pharmaceutical giant, beat expectations in its most recent earnings report. "The company’s earnings jumped 30% to $3.3 billion on revenues of $15.9 billion. It currently is selling for only 15 times forward earnings -- a bar...