COMMENT
Wednesday night's program is on investing on art so there will be no comments by me. Bill
TOP PICK
(A Top Pick Feb 9/09. Up 20.9%.) Beat earnings estimates handily by $.30. Revenue side was a little light but not unexpected. Earnings guidance was raised. Still a Buy.
TOP PICK
(A Top Pick Feb 9/09. Up 38.3%.) Discount retailer of random names. Stable in a recession. Also has growth potential in opening stores and new markets.
TOP PICK
Strong management team. Essentially skated through the banking problems of 2007/2008. Have paid TARP off and are looking to get the warrants back from the government.
PAST TOP PICK
(A Top Pick Feb 9/09. Up 6.04%.) Waste management focused on healthcare. Compared to its group it is a little on the high side but not out of its realm.
HOLD
Semiconductor player in network and wireless space. Supplies Cisco (CSCO-Q) and Motorola (MOT-N). Latter has struggled over the last year or so but supposed to change in the 2nd half because of new management. Although this has done well he would use caution going forward and perhaps take a little bit, not all, off the table.
DON'T BUY
Some disappointment earnings and guidance was very conservative. Continue to struggle against Google (GOOG-Q). Being acquired by Microsoft (MSFT-Q) but there is no upfront fee being paid.
BUY
Large-cap fully integrated global pharmaceutical. Earnings beat expectations. Competition from generics but their pipeline going forward looks extremely robust.
BUY
Likes the stock short and long term. Beat estimates on both earnings and revenues. Laptop and notebook sales were better than expected and sees this continuing.
BUY
Relatively cheap. A lot of intentional catalysts going forward. Looking to go into more than network equipment but have gone into servers. Could be one of the clear winners in the future.
BUY
If you are looking at a basket of tech stocks this will mitigate your risk.
BUY
If you are looking at a basket of tech stocks this will mitigate your risk.
COMMENT
Shipping companies are tied directly to international demand for goods. Baltic Index (measure of the rate being charged) actually did quite well and, unfortunately, this company has been working in the opposite direction. Index is now looking to tail off. Have a fleet of deep-water drill ships, which is tied to the price of oil and could be a kicker.
COMMENT
Natural Gas. Down about 40% year-to-date were oil is up 50%. There have been dramatic supplies through the shale plays in the US. Rig count has dropped off dramatically meaning the cost for them is going to come down and could cause a shift in the price of natural gas. Weather is always a factor. His choice is XTO Energy (XTO-N), a shale play and one of the better managed companies.
DON'T BUY
Once generic stocks have their products in place they can milk it for several years to come. He wouldn't be looking at this right now.