FeedPosted Oct 30th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"The U.S. Energy Department is sponsoring a race to develop an obscure industrial process -- carbon capture and sequestration (CCS) -- and the winners of the race will receive $1.4 billion -- yes, billion, with a B," says Andy Obermueller.
In Government-Driven Investing, he says, "My pick to profit from among the 12 companies selected to compete in this scientific 'Olympiad' is Praxair (NYSE: PX)."
"This industrial-gas company owns hundreds of CCS patents, technology that could turn a coal-fired power plant -- about the dirtiest thing in the world, emissions-wise -- into one of the cleanest.
Continue reading Praxair (PX): The 'race' for carbon capture
Posted Oct 26th 2009 10:20AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Agriculture, Stocks to Buy, Green Stocks, Obama Picks
"Water, one of the most precious of resources, continues to be the most mispriced," says Neil George.
In his Profits Hidden in the News advisory, he explains, "Millions of Americans are drinking dangerous water from the tap." Here, he looks at two ways to profit as this situation gains attention.
"The US Environmental Protection Agency has recently updated its data on US municipal water and, as with previous surveys and reports - the news is not good. In fact, for wide swaths of the US population - including those in the nation's capital - its flat out scary.
Continue reading Clean water profits
Posted Oct 14th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Teva Pharm Indus ADR (TEVA), Stocks to Buy, Israel, Obama Picks
"The health care picks in our growth portfolio should prosper whatever the outcome of the raging health care debate," suggests growth stock specialist Stephen Leeb.
In The Complete Investor, he explains, "That's because they're leveraged to demographic realities, and in particular to the tide of aging baby boomers," Here, he reviews on portfolio holding -- Teva Pharmaceuticals (NASDAQ: TEVA).
Leeb says, "Israel-based Teva Pharmaceutical is the world's largest manufacturer of generic drugs. Capitalized at $49 billion, Teva pulled in some $11 billion in revenues in 2008, with generic drugs contributing more than two-thirds of those sales.
Continue reading Teva (TEVA): Baby-boomers give boost to generics
Posted Sep 23rd 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"A smart grid is one of the holy grails of 'green' technology, enabling utilities to deliver resources when and where they're needed and reduce resources when they're not," says Brendan Coffey.
In The Cabot Green Investor, he explains, "There are larger companies in the smart metering arena, but Echelon (NASDAQ: ELON) has posted some significant wins in the marketplace recently and appears primed to generate more."
"Right now, grids are set up to provide as much power as needed at peak times, all the time. Studies show that when customers are part of a smart grid, and have more information to reduce energy usage, demand is slashed by up to 50%, particularly in areas where rates are discounted depending on the time of day.
Continue reading Echelon (ELON): Smart play on smart grid
Posted Sep 21st 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, ETF Investing, Commodities, Oil, Obama Picks
"Coal accounts for more than 70% of China's electricity," says Tony Sagami. In Uncommon Wisdom, he looks to an ETF poised to benefit from long-term rising coal demand.
The advisor explains, "China's coal consumption is growing, and it is building coal-powered power plants at a breakneck pace.
"Why? Because they are much cheaper to build and operate than any other power-producing option. China is power starved, and coal is the main resource used for generating electricity in the country.
Continue reading Fired up over coal ETF
Posted Sep 18th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Teva Pharm Indus ADR (TEVA), Stocks to Buy, Israel, Obama Picks
The Cabot Benjamin Graham Value Letter focuses on stocks that meet the strict value criteria of the legendary investor. Here, J. Royden Ward looks to Teva Pharmaceutical (NASDAQ: TEVA), noting, "Teva is based in Israel and develops, makes and sells generic and proprietary-branded (store brand) drugs."
The advisor explains, "The company is one of the largest generic drug-producing companies in the world and, in addition, sells active ingredients to other pharmaceutical companies.
"Teva's aggressive acquisition and product development programs are driving strong sales growth. The company recently purchased U.S.-based Barr Pharmaceuticals for $7.5 billion. Barr will increase Teva's generic drug sales significantly in the U.S. and parts of Europe.
Continue reading Teva: A 'Ben Graham' selection
Posted Sep 15th 2009 11:20AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Chesapeake Energy (CHK), Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"If there was ever a stock we can hold for a few years, natural gas company Chesapeake Energy (NYSE: CHK) is it," says Ian Wyatt. Here's the latest from his Top Stock Insights.
"Chesapeake Energy is the largest independent natural gas company and most active driller of wells in the US. Its operating activities include the onshore exploration and production of natural gas.
"The Obama administration is keen on achieving energy independence for the US. Natural gas is a good option for energy, since it is inexpensive, clean and domestic. I believe the administration will continue to push natural gas as an alternative to oil, and create incentives for the industry.
Continue reading Chesapeake (CHK): A natural in natural gas
Posted Sep 10th 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Obama Picks
"CVS Caremark (NYSE: CVS), the nation's largest U.S. drugstore chain, remains a buy in our model growth portfolio," says Stephen Leeb.
In his The Complete Investor, he explains, "Business at CVS has been resilient. In the second quarter, revenue growth was up 22% for its pharmacy benefits management (PBM) business and 17% for retail operations.
"Total sales, almost evenly divided between the two segments, rose 18% to $24.9 billion. Earnings of $886.5 million, or 60 cents a share, were 13% higher than in the year-earlier period and beat consensus estimates by a penny.
Continue reading CVS (CVS): An 'exceptional company'
Posted Sep 8th 2009 9:00AM by Kevin Kersten (RSS feed)
Filed under: Google (GOOG), Microsoft (MSFT), Apple Inc (AAPL), Time Warner (TWX), Politics, Obama Picks
Given the recent controversy over Obama's address to school children Tuesday, I was interested to see the speech released on the White House web site. While not all schools will be showing the speech, it is still likely to have a huge audience of many students across the nation. I looked to see which companies might benefit from this exposure.
Overall, Obama encourages kids to study hard, be responsible and overcome the many obstacles they face, while relating his own difficulties from school.
Google (NASDAQ: GOOG) gets a positive mention as an example of the kind of company to strive to build.
The iPhone also makes it into the speech, to the benefit of Apple (NASDAQ: AAPL).
J. K. Rowling -- author of the Harry Potter series -- gets included, a plus for her publisher, Scholastic Corp. (NASDAQ: SCHL), and Time Warner (NYSE: TWX), which has released the movies based on the books.
Continue reading Which companies get extra credit in Obama's school address?
Posted Jul 10th 2009 11:40AM by Steven Halpern (RSS feed)
Filed under: Newsletters, ETF Investing, Stocks to Buy, Obama Picks
"Health care reform could mean opportunities for astute investors," says Brandon Clay in his Invest With an Edge.
Here, eyes two biotech ETFs that "should be on everyone's watch list." The advisor notes, "With health care on the front burner in Washington, these biotechnology ETFs may finally be ready to pop."
"Investors in health care should think outside the realm of traditional pharmaceutical companies and health insurers. Those sectors are each facing headwinds that make stock picking difficult.
"In addition, several big pharma companiesare desperate to reload their empty pipelines in the face of increased competition from generic drug makers.
Continue reading Biotech ETFs: Best bets on health care reform
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