Tag: newsletters

Royal Gold (RGLD): A Net Asset Value Buy

Filed in Bank Gold, commodities, gld, Gold, o, penasquito, Penasquito Mine, revenue, royal gold by on February 16, 2011 0 Comments

Filed under: International Markets , Newsletters , Mexico , Commodities , Stocks to Buy “Royal Gold ( RGLD ), a gold royalty operation, is progressing well, and is a good buy at current levels,” says global resources expert Adrian Day . The editor of The Global Analyst explains, “Over $6 a share income by 2013 makes Royal Gold fundamentally inexpensive; it is also selling below a reasonable net asset value, unusually for gold stocks. “The company hold a gold royalty on part of the huge Penasquito mine in Mexico, which had a good first quarter. Royal Gold has other new projects gearing up to boost revenues. Andacollo started production in October, so this year will see a full year of revenues from two new mines. Continue reading Royal Gold (RGLD): A Net Asset Value Buy Royal Gold (RGLD): A Net Asset Value Buy originally appeared on BloggingStocks on Wed, 16 Feb 2011 12:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

FedEx (FDX): Still Set to Deliver?

Filed in Bank Gold, EPS, euro, Guidance, o, ubs by on February 16, 2011 0 Comments
FedEx (FDX): Still Set to Deliver?

Filed under: Newsletters , FedEx Corp (FDX) , Stocks to Buy “It’s not too often that a company lowers its guidance and the stock rises, but such is the case with FedEx ( FDX ),” says Geoffrey Seiler . The editor of BullMarket .com explains, “The company cut its fiscal Q3 guidance; but given the terrible weather, which impacted a number of airports across the U.S. and Europe, and higher fuel costs, it was largely expected. “The package delivery firm now expects to produce adjusted EPS of 70-90 cents, down from prior guidance of 95 cents to $1.15. Analysts were expecting EPS of $1.04 for the quarter. Continue reading FedEx (FDX): Still Set to Deliver? FedEx (FDX): Still Set to Deliver? originally appeared on BloggingStocks on Wed, 16 Feb 2011 10:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Celgene (CELG): A Biotech Takeover Target?

Filed in Bank Gold, ceo, earnings, jp morgan, o, revenue, target by on February 15, 2011 0 Comments
Celgene (CELG): A Biotech Takeover Target?

Filed under: Newsletters , Stocks to Buy “As tradition holds, Celgene ( CELG ) gave the first presentation at the recent 29th JP Morgan Healthcare Conference, where CEO Bog Hugin focused on Celgene’s ongoing plans to become a world-wide company and expansion into global markets,” reports John McCamant . The biotech specialist and editor of The Medical Technology Stock Letter explains, “They expect 2011 to be the first year where the company earns a majority of sales outside the U.S. The company is currently conducting 25 Phase III trials on its various drugs. “Celgene also announced 4th quarter 2010 earnings last week, and revenue was down 16%, mostly based on costs incurred due to the Abraxis acquisition. Continue reading Celgene (CELG): A Biotech Takeover Target? Celgene (CELG): A Biotech Takeover Target? originally appeared on BloggingStocks on Tue, 15 Feb 2011 13:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Tech Expert Eyes QuickLogic (QUIK)

Filed in Bank Gold, Guidance, Lear, o, revenue, shares, ubs by on February 15, 2011 0 Comments
Tech Expert Eyes QuickLogic (QUIK)

Filed under: Newsletters , Stocks to Buy “QuickLogic ( QUIK ) recently reported fourth quarter revenue slightly below its revised guidance, and forecast that Q1 new product revenue would be down roughly $100K,” notes tech sector specialist Paul McWilliams . In his Next Inning newsletter, he explains, “Both are clearly disappointing pieces of news. However, as I see it, the disappointment ends there, and I continue to own these shares. “The semiconductor company makes products that enable customers to add new features, extend battery life and enhance images on mobile and consumer products. Continue reading Tech Expert Eyes QuickLogic (QUIK) Tech Expert Eyes QuickLogic (QUIK) originally appeared on BloggingStocks on Tue, 15 Feb 2011 10:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Pioneer Floating Rate Trust (PHD): Rising Returns?

Filed in Bank Gold, dividend, o by on January 27, 2011 0 Comments

Filed under: Newsletters , ETF Investing , Stocks to Buy “Floating rate securities are very timely, given the current interest rate environment; I’d like to increase my weighting in these securities now and Pioneer Floating Rate Trust ( PHD ) is the best way to accomplish that now,” says income expert Amy Calistri . The editor of The Daily Paycheck explains, “The closed-end fund is trading at a reasonable premium to its average. PHD is currently trading at a premium of 0.31% compared to its 52-week average of 1.67%. “All floating rate funds were forced to trim their dividends as interest rates fell. PHD’s last dividend cut was in May 2010, which was a little later in the interest cycle than the dividend actions taken by other funds. Continue reading Pioneer Floating Rate Trust (PHD): Rising Returns? Pioneer Floating Rate Trust (PHD): Rising Returns? originally appeared on BloggingStocks on Thu, 27 Jan 2011 13:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Trio of Takeover Targets in Oil Services

Filed in acquisitions, Bank Gold, commodities, o, target by on January 26, 2011 0 Comments
Trio of Takeover Targets in Oil Services

Filed under: Newsletters , Schlumberger Limited (SLB) , Commodities , Oil , Stocks to Buy “The oil services and equipment industries have been a hotbed of M&A activity over the past few years, a trend that should continue into 2011,” says energy sector specialist Elliott Gue . The editor of The Energy Strategist explains, Three of my top 10 takeover plays hail from this part of the energy patch: Core Laboratories ( CLB ), Dresser-Rand ( DRC ) and Dril-Quip ( DRQ ). “With a market capitalization of more than $100 billion, Schlumberger ( SLB ) should add to the dozens of acquisitions it’s closed over the past few years. Continue reading Trio of Takeover Targets in Oil Services Trio of Takeover Targets in Oil Services originally appeared on BloggingStocks on Wed, 26 Jan 2011 10:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Hot Hands: A One-Fund Strategy for 2011

Filed in Bank Gold, o by on January 24, 2011 0 Comments
Hot Hands: A One-Fund Strategy for 2011

Filed under: Newsletters , Mutual Funds “Our annual ‘Hot Hands’ feature is a simple strategy: buy whichever fund has performed best in the previous year and hold onto it throughout the upcoming one,” says fund expert Jim Lowell . The editor of Fidelity Investor explains, “Over the long haul this strategy has delivered hedge fund-like gains without any of the hedge fund snafus. “Buying the Hot Hands fund doesn’t guarantee you are going to beat the index every year. That’s worth repeating; this strategy has not beaten the market every year. Continue reading Hot Hands: A One-Fund Strategy for 2011 Hot Hands: A One-Fund Strategy for 2011 originally appeared on BloggingStocks on Mon, 24 Jan 2011 13:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

General Motors (GM): Old Company, New Stock

Filed in Bank Gold, earnings, General Motors, o, revenue by on January 21, 2011 0 Comments
General Motors (GM): Old Company, New Stock

Filed under: General Motors (GM) , Newsletters , Stocks to Buy “We have a bent towards growth companies, with new products or services that are producing major sales and earnings growth; nevertheless, we’re also students of the market, and we believe that the recent ‘re-IPO’ at General Motors ( GM ) provides a big opportunity for investors,” says Mike Cintolo . The editor of Cabot Market Letter explains, “Granted, we’re not going to predict that the stock is going to triple or quadruple; we’re talking about a company with well over $100 billion in annual revenue. Continue reading General Motors (GM): Old Company, New Stock General Motors (GM): Old Company, New Stock originally appeared on BloggingStocks on Fri, 21 Jan 2011 12:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Market Historian: Top Sectors for the Presidential Cycle

Filed in Bank Gold, economy, o by on January 21, 2011 0 Comments
Market Historian: Top Sectors for the Presidential Cycle

Filed under: Newsletters , S and P 500 , DJIA “The third year of the Presidential cycle has historically been the most profitable year of the cycle in terms of stock market performance,” says market historian and money manager Jim Stack . The editor of InvesTech Market Analyst explains, “This third year of the four-year cycle is often characterized by an accommodative Fed policy, and usually accompanied by a stable and growing economy. “Characteristically, most of the third year gains come in the first half of the year where the first and second quarters are among the strongest in the entire cycle. Continue reading Market Historian: Top Sectors for the Presidential Cycle Market Historian: Top Sectors for the Presidential Cycle originally appeared on BloggingStocks on Fri, 21 Jan 2011 10:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

MGIC (MTG): Mortgage Turnaround?

Filed in Bank Gold, earnings, lead, o, recession by on January 19, 2011 1 Comment
MGIC (MTG): Mortgage Turnaround?

Filed under: Newsletters , Stocks to Buy , Housing , Recession “MGIC ( MTG ) is the leading U.S. private mortgage insurer; in fact, the company claims to have founded the mortgage insurance industry in 1957,” notes turnaround specialist George Putnam . The editor of The Turnaround Letter explains, “After many years of relatively steady earnings, MGIC was forced to sharply increase its reserves beginning in 2007 as more homeowners began defaulting on their mortgages. “As a result, the company posted large losses in each of the last three years, which reduced its capital to a precarious level. Almost all of the other mortgage insurers suffered similar fates, with several competitors being forced out of business. Continue reading MGIC (MTG): Mortgage Turnaround? MGIC (MTG): Mortgage Turnaround? originally appeared on BloggingStocks on Wed, 19 Jan 2011 10:30:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Insider Shows Confidence in KKR Financial (KFN)

Filed in Bank Gold, Gold, lead, o by on January 18, 2011 0 Comments
Insider Shows Confidence in KKR Financial (KFN)

Filed under: Insiders , Newsletters , Stock Screen “KKR Financial Holdings ( KFN ) is a leading alternative asset manager; led by its founders, Henry Kravis and George Roberts, KKR specializes in large, complex buyouts,” notes Mark Skousen . The editor of The Hedge Fund Trader explains, “The company’s edge is industry-leading private equity experience, in-depth industry knowledge, sophisticated processes for growing and improving businesses and an almost unbeatable information network. “KKR has a history of landmark achievements in private equity, including the first leverage buyout above the $1-billion mark. Continue reading Insider Shows Confidence in KKR Financial (KFN) Insider Shows Confidence in KKR Financial (KFN) originally appeared on BloggingStocks on Tue, 18 Jan 2011 13:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »

Telefonica (TEF) Calls Up Growth and Value

Filed in Bank Gold, euro, o by on January 17, 2011 0 Comments
Telefonica (TEF) Calls Up Growth and Value

Filed under: International Markets , Newsletters , Stocks to Buy , Telefonica SA (TEF) “Telefonica SA ( TEF ) is a member of our model portfolio; it meets 100% of the criteria we use in our James P. O’Shanghnessy growth and value model,” notes John Reese . The editor of Validea explains, “The company operates in three business areas: Telefonica Spain, Telefonica Latin America and Telefonica Europe.” He continues, “The O’Shanghnessy approach — called the Cornerstone Value Strategy — looks for large, well known companies whose market cap is greater than $1 billion. Continue reading Telefonica (TEF) Calls Up Growth and Value Telefonica (TEF) Calls Up Growth and Value originally appeared on BloggingStocks on Mon, 17 Jan 2011 12:00:00 EST. Please see our terms for use of feeds . Permalink  |  Email this  |  Comments

Continue Reading »