Shares of rural broadband and telecom provider Windstream Corp. (WIN), which I first discussed here on January 18, 2010, at a price of $10.92, have recently pulled back about 10% to $12.70. But just view that retreat as an investment opportunity, if you can tolerate the risk.

Underscoring -- WIN's shares are not for the squeamish. If you can tolerate the volatility and you're patient, though, you're likely to be rewarded with WIN.

Continue reading Is Now a Good Time to Consider Windstream?

Is Now a Good Time to Consider Windstream? originally appeared on BloggingStocks on Wed, 06 Apr 2011 12:00:00 EST. Please see our terms for use of feeds.

The stock of Stanley Works (SWK), which I first discussed here on February 10, 2009, at $32.48, continues to power higher, dusting $70 psychological resistance and testing $77 before a recent pullback. If you haven't already, now may be a good time to consider taking some profits off the table, if you're in near $32.

However, those investors who can tolerate the risk can maintain their full position in SWK, as more upside is likely ahead.

Continue reading Stanley Works Remains in an Uptrend

Stanley Works Remains in an Uptrend originally appeared on BloggingStocks on Wed, 06 Apr 2011 10:40:00 EST. Please see our terms for use of feeds.

Place Whirlpool Corporation (WHR), first discussed here on March 13, 2009, at a price of $34.47, in the not-for-squeamish-investors category.

Appliance manufacturer extraordinaire Whirlpool's stock over-corrected last summer, formed a bear-hug, bottomed at/near $69.50, then recovered to about $90 during the winter -- before recently sliding back to $84. Translation: a roller-coaster -- something that one generally does not see with an industrial player. Even so, I still like WHR here. But hold on to your hat if you own the shares -- the bumpiness could continue in 2011.

And if you haven't already, consider taking some provides off the table with WHR, if you're in at/near $34.50.

Continue reading The Bumpy Ride Continues with Whirlpool

The Bumpy Ride Continues with Whirlpool originally appeared on BloggingStocks on Tue, 05 Apr 2011 17:30:00 EST. Please see our terms for use of feeds.

Continue reading Chicago Bridge & Iron Just Keeps Rolling Along

Chicago Bridge & Iron Just Keeps Rolling Along originally appeared on BloggingStocks on Tue, 05 Apr 2011 15:00:00 EST. Please see our terms for use of feeds.

Truck engine and power generation system manufacturer extraordinaire Cummins Inc. (CMI), which I first discussed here on April 3, 2009, at a price of $29.70, is making a strong case for 2011 "play of the year" -- and it's only April.

Cummins, which is up about 260%, sliced through major, psychological resistance at $100, tested $110, pulled back during the winter and has recently moved back toward $110. Hence, if you haven't already, now would be a good time to consider taking some profits off the table with CMI if you're in near $30.

Continue reading Cummins: Time to Take Some Profits?

Cummins: Time to Take Some Profits? originally appeared on BloggingStocks on Tue, 05 Apr 2011 14:00:00 EST. Please see our terms for use of feeds.

The share price of Bank of New York Mellon (BK), which I first wrote about on April 6, 2009, at a price of $28.16, pulled back during the winter, in healthy correction fashion, after pushing through $30 resistance. I still like the business model at this juncture.

Founded by Alexander Hamilton, the Bank of New York, a premier bank and wealth manager, has a stock that's likely to reward patient investors. The bank's 2011 revenue should rise 10% to 15%, then about 8% to 10% in 2012, on higher fees and improving margins. Asset management fees in its equities and fixed income business should record solid increases, on price gains in those markets and due to increased client deposits. New business wins add to the positive mix.

Continue reading Is the Bank of New York Undervalued?

Is the Bank of New York Undervalued? originally appeared on BloggingStocks on Tue, 05 Apr 2011 12:00:00 EST. Please see our terms for use of feeds.

The stock of (CNQ) pushed substantially higher this winter, clearing major psychological resistance at $50, before pulling back in healthy-correction fashion.

Further, given the better than 50% gain, if you bought Canadian Natural Resources when first discussed here at the split-adjusted price of $31.80 on May 24, 2010, now may be a good time to consider taking some profits off the table with CNQ.

Continue reading Canadian Natural Resources: Oil Sands Sector Winner

Canadian Natural Resources: Oil Sands Sector Winner originally appeared on BloggingStocks on Tue, 05 Apr 2011 09:30:00 EST. Please see our terms for use of feeds.

Continue reading General Mills: Breakfast-at-Home Play

General Mills: Breakfast-at-Home Play originally appeared on BloggingStocks on Mon, 04 Apr 2011 16:00:00 EST. Please see our terms for use of feeds.

Canadian National Railway (CNI), which I first wrote about on July 30, 2009, at a price of $47.95, is making a bee-line to $80, and if you haven't already, now may be a good time to consider taking some profits with CNI if you're in near $48.

However, investors who can tolerate the risk can maintain their full CNI position, but keep in mind the journey to $90 may not be completed in 2011.

CNI remains one of best run railroads, bolstered by rigorous cost controls, Look for Canadian National's 2011 revenue to rise 8% to 10%, after a 20% to 25% surge in 2010, as both goods shipment and commodity transport recover; margins will likely increase this year, as well. Volumes also should rise 5% to 7% in 2011, after a double-digit gain in 2010.

Continue reading Canadian National Railway: Time to Take Some Profits?

Canadian National Railway: Time to Take Some Profits? originally appeared on BloggingStocks on Mon, 04 Apr 2011 14:40:00 EST. Please see our terms for use of feeds.

United Parcel Service's (UPS) stock, which I first discussed here on April 7, 2009, at a price of $51.28, appears to be forming a short-term double top near $77. But the view from here argues that it won't keep UPS down, and I obviously still like the business model at this stage.

UPS's 2011 revenue should increase 8% to 10%, after a nice 9% rise in 2010. The company is benefiting from increased demand stemming from the U.S. and global economic recoveries and better quarters are ahead. Look for increased pricing power, in some delivery segments and higher volumes.

Continue reading UPS Is Well-Positioned for Growth

UPS Is Well-Positioned for Growth originally appeared on BloggingStocks on Mon, 04 Apr 2011 12:30:00 EST. Please see our terms for use of feeds.

This past week's data point of significance for investors has to be March's job report, which indicated the U.S. economy created a better-than-expected 216,000 jobs, the U.S. Labor Department said.

Also, the U.S. unemployment rate dropped to 8.8% from 8.9%. A Bloomberg survey had expected the economy to create 200,000 jobs in March and the unemployment rate to remain unchanged at 8.9%. Further, job creation totals for February and January were revised higher: February to 194,000 from the initially estimated 192,000 gain; January to 68,000 from 63,000.

Continue reading Ray of Light: March's Jobs Gain Is More Evidence of Healing Labor Market

Ray of Light: March's Jobs Gain Is More Evidence of Healing Labor Market originally appeared on BloggingStocks on Sun, 03 Apr 2011 10:10:00 EST. Please see our terms for use of feeds.

The shares of Kansas City Southern's (KSU), which I first discussed here on July 29, 2009, at a price of $19.66, have broken through major, psychological resistance at $50. Now may be a good time to consider taking some profits, if you're in near $20.

However, those investors who can tolerate the risk can maintain their full position in KSU, but keep in mind the journey to $70 may not be completed in 2011.

Continue reading Has Kansas City Southern Topped at $57?

Has Kansas City Southern Topped at $57? originally appeared on BloggingStocks on Sat, 02 Apr 2011 14:00:00 EST. Please see our terms for use of feeds.

Continue reading Monro Muffler Brake: Auto Repair Sector Winner

Monro Muffler Brake: Auto Repair Sector Winner originally appeared on BloggingStocks on Fri, 01 Apr 2011 15:00:00 EST. Please see our terms for use of feeds.

Armstrong World Industries (AWI), first discussed here on November 8, 2010, at a price of $49.61, has meandered near $45 for the past three months, but I still like the shares at this stage. Here's why.

Armstrong, a leading producer of flooring products and ceiling systems for commercial, institutional, and residential buildings, should benefit from the bottoming-process in both the U.S. housing sector and commercial construction.

Continue reading Armstrong World Industries Continues to Meander

Armstrong World Industries Continues to Meander originally appeared on BloggingStocks on Fri, 01 Apr 2011 14:40:00 EST. Please see our terms for use of feeds.

The shares of Union Pacific (UNP), which I first discussed here on March 27, 2009, at a price of $43, have failed three times this winter to break through major, psychological resistance at $100. Needless to add, if you haven't already, now may be a good time to consider taking some profits if you're in near $43.

However, those investors who can tolerate the risk can maintain their full position in UNP, but keep in mind that the journey to $120 probably will not be completed in 2011.

Continue reading Will Union Pacific Break Through $100?

Will Union Pacific Break Through $100? originally appeared on BloggingStocks on Fri, 01 Apr 2011 13:30:00 EST. Please see our terms for use of feeds.

Definitely not-for-the-squeamish Delta Air Line's (DAL) stock has plunged in bear-hug fashion during the winter to $9.80 from $14.70, and is now dangerously close to the sell/stop loss at $8.

Delta Air Lines, first discussed here on July 19, 2010, at a price of $10.73, would likely have been a leader of a rejuvenated airline sector until Middle East unrest, including the ongoing civil war in Libya, sent oil prices above $105 per barrel. That crude surge has pushed jet fuel prices -- typically the second biggest or biggest expense for an airline -- substantially higher.

Continue reading Has Delta Air Lines Bottomed at $10?

Has Delta Air Lines Bottomed at $10? originally appeared on BloggingStocks on Fri, 01 Apr 2011 10:30:00 EST. Please see our terms for use of feeds.

Intel Corp. (INTC), first discussed here on March 30, 2009, at a price of $14.72, has dipped toward the $20 level, but just view that retreat as an "extended buying opportunity."

In 2011, the outlook for Intel's fundamental picture to continues to brighten. Revenue should rise 10% to 15% in 2011, after a 24% increase in 2010, as IT spending, the need to upgrade aging computers and new applications increase demand for Intel's next-generation microprocessors.

Continue reading Intel: Microprocessor Star

Intel: Microprocessor Star originally appeared on BloggingStocks on Thu, 31 Mar 2011 13:30:00 EST. Please see our terms for use of feeds.

When in doubt, go with those business models that have clout, and Franklin Resources (BEN), first discussed on July 20, 2009, at a price of $73.88, is one.

Ben's shares have have pulled back to about $123 this spring, after hitting $131. And needless to add, if you're in near $74, now may be a good time to consider taking some profits.

However, those investors who can tolerate the risk can maintain their full position and go for a larger gain, but keep in mind the journey to $150 probably won't be completed in 2011.

Continue reading Franklin Resources Remains in an Uptrend

Franklin Resources Remains in an Uptrend originally appeared on BloggingStocks on Thu, 31 Mar 2011 12:00:00 EST. Please see our terms for use of feeds.

The stock of Archer Daniels Midland (ADM), first discussed here on March 25, 2009, at a price of $28.78, has pulled back slightly after pushing $38, but just view that dip as a chance to scoop up shares of a superior company.

Look for Archer to post a 10% to 15% revenue increase in FY2011, as global demand for food continues to rise. Long term, the company remains well-positioned to capitalize on the development of emerging markets and population growth. Oilseed performance will be a star performer, followed by agricultural services.

Continue reading Has ADM's Pullback Created an Opportunity?

Has ADM's Pullback Created an Opportunity? originally appeared on BloggingStocks on Thu, 31 Mar 2011 10:20:00 EST. Please see our terms for use of feeds.

Continue reading Baxter: Incremental Progress

Baxter: Incremental Progress originally appeared on BloggingStocks on Wed, 30 Mar 2011 17:00:00 EST. Please see our terms for use of feeds.