BI Research posts
FeedPosted May 18th 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Obama Picks
"Few industries seem as well positioned for future growth as the generic drug industry," says small-cap growth stock specialist Tom Bishop.
In his BI Research newsletter, he explains, "With demographic pointing to an increasingly aging population, and healthcare costs spiraling out of control, low cost generic drugs are clearly part of the solution." Here's a look at generic drug maker Mylan (NYSE: MYL).
"High on the agenda of the Obama administration is to bring health care coverage to some 40 million Americans who are currently not covered.
Continue reading Generic gains from Mylan (MYL)
Posted Mar 28th 2009 3:30PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy, Green Stocks
This post is part of a special report, Global advisors look to China.
"Bull markets are born in the pits of despair; from current low stock prices and low PE valuations, the gains over the coming 5 to 10 years could be truly spectacular," says Tom Bishop.
In his BI Research, the small cap growth specialist looks at two stocks that are based in China and set to benefit from China's stimulus program: energy efficiency play, SmartHeat (NASDAQ: HEAT) and medical diagnostics firm, Mindray Medical (NYSE: MR).
Continue reading Small cap expert eyes China favorites
Posted Jan 9th 2009 8:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, ETF Investing, Stocks to Buy, Best Stocks for 2009
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
"An excellent idea for 2009 is PowerShares Value Line Industry Rotation (NYSE: PYH), says growth stock expert Tom Bishop.
In his BI Research newsletter, the advisor explains, "The fund only buys stocks that earn Value Line's top rating. For years, I have sought an easy way to invest in the Value Line stocks ranked 1, and now, here it is.
"If you look at the top 10 worst declines in the stock market back to the depression, these averaged 43%, with a median of 40% and makes the current bear market the second worst on record.
"And the average rebound in the 12 months following the low point? A whopping 55.6%. We may have hit that low point on November 20th. Only time will tell, but I have noticed that while the bad news keeps pouring in, the market is now up about 20% since then despite it. This is a possible sign that we have hit bottom.
"I am recommending PowerShares Value Line Industry Rotation, which is comprised of 75 stocks ranked 1 by Value Line, restricted to its top 50 ranked industries, with two in each of the top 25 industries.
Continue reading Top Stock Picks '09: PowerShares Value Line Industry Rotation (PYH)
Posted Dec 29th 2007 8:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual funds, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
"My favorite conservative pick for 2008 is the FUNDX Aggressive Upgrader Fund (NASDAQ: HOTFX), one of DAL Investment Company's mutual funds," says Tom Bishop, editor of BI Research.
"This fund consists of 50 of the top-performing, no-load mutual funds and iShares with focuses all over the world. In fact, this fund currently has 82% foreign exposure and 18% domestic. So there is a lot of diversification here in one fund.
"And if you are nervous about a recession in the US, here is a good place to diversify away from being totally invested at home. Face it, in any given year there are often much hotter countries than the US.
"DAL's Upgrader Funds are constantly monitoring mutual funds and markets worldwide for the top performing countries and mutual funds and endeavoring to stay invested in whatever funds are performing the best, rotating in and out as necessary.
Continue reading Best Stocks for 2008: A 'hot' choice with FUNDX Aggressive (HOTFX)
Posted Dec 23rd 2007 10:45AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Agriculture, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
"My favorite aggressive idea for 2008 is NutraCea (NASDAQ: NTRZ), a low-priced, speculative issue," says Tom Bishop, editor of BI Research.
"Rice is the most consumed food on the planet and NutraCea has found a way to process rice bran -- 60 million tons of which comes off the rice kernel during the milling process worldwide -- into an extraordinarily nutritious food ingredient/nutraceutical that is also loaded with more than 100 antioxidants.
"The milling process normally triggers an enzyme that makes rice bran quickly (within hours) go rancid and thus it is for the most part discarded the world over. So rice mills will gladly allow NutraCea to build one of its stabilization facilities on site.
Continue reading Best Stocks for 2008: Nutritional value at NutraCea (NTRZ)
Posted Nov 10th 2007 3:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Canada, Commodities, Stocks to Buy
This article is part of a 20 article special report on "Metals, miners and money".
Taseko Mines (AMEX: TGB) "operates the Gibraltar open-pit copper mine in British Columbia, which it is significantly expanding and upgrading," notes Tom Bishop, editor of BI Research. "One of the big advantages of investing in Taseko is that its operations are all located in North America, which removes a lot of uncertainty.
"An even bigger advantage is that with copper prices soaring (and sticking to the ceiling around $3.50 a pound), Taseko has actually been able to step up to the plate and relatively quickly (and inexpensively) essentially double production capacity.
"The Gibraltar expansion everything appears to be on track. A combination of higher grade ore and better recoveries, not to mention copper prices around $3.50, should spark some more earnings improvement in the coming quarters.
"Meanwhile, don't forget their giant Prosperity project -- one of the largest open pit gold-copper deposits in North America in development. It is estimated to have 4.5 million recoverable ounces of gold and 2 billion recoverable pounds of copper.
"The project cost is $800 million and production is expected to average 108 million lbs. of copper and 247,000 oz. of gold. Prosperity continues to move through the permitting process. I see earnings per share of $0.50 - $0.55 for 2008. Taseko has more than lived up to my expectations as my favorite for 2007 and I continue to rate the stock a buy."
Each day, Steven Halpern's TheStockAdvisors.com website features the latest investment commentary and favorite stock picks of the nation's leading financial newsletter advisors.
Posted Jun 25th 2007 10:35AM by Steven Halpern (RSS feed)
Filed under: Newsletters, ETF Investing
Last December, Thomas Bishop, editor of BI Research, chose Taseko Mining Ltd. (ASE: TGB) as his favorite stock for 2007. It rose 44% as of 6/1/07. Please see Tom's original recommendation for Taseko and his current favorite stock for the second half of the year.
On TGB, he now says, "Strong prices for copper continue to help Taseko Mining. I should also note that molybdenum is now over $33 a pound. This is about as high as it has been in recent years.
"This 'small' byproduct of the Gibraltar mine, at this rate, could kick in $30 million of gravy. Once Taseko upgrades and expands its mill, considerable additional profitability should be unleashed, which we expect in 2008.
"I still like this little company a lot, particularly now that the stock has digested its earlier run. This consolidation was in part followed a less robust than expected first quarter, which I think only creates a buying opportunity because the growth story remains intact -- if not more so. I continue to rate the stock a 'strong buy' "
See all 20 stocks the advisors picked for the second half of 2007.
Posted Jun 19th 2007 10:30AM by Steven Halpern (RSS feed)
Filed under: Newsletters, ETF Investing
Last December, over 100 stocks were featured in our Top Picks for 2007 report. Now, at mid-year, we turn to the 20 advisors whose picks showed the strongest gains to get an update on their previous picks, as well as a new favorite stock for the second half of the year.
Thomas Bishop, editor of BI Research, chose Taseko Mining Ltd. (ASE: TGB) as his favorite for 2007, which rose 44% as of 6/1/07. Please see his original recommendation and his current opinion on the stock.
NutraCea (OTC: NTRZ) is his new stock pick. The advisor explains, "Rice is the most consumed grain on the planet and is a primary food source for 70% of the world's population. However, 65% of its nutritional value is in the bran covering that is routinely stripped off. NutraCea offers a patent technology that preserves these nutrients.
"NutraCea had developed a technology that stabilizes rice bran into an FDA-certified edible product, leaving the nutritional value of the bran intact with a shelf life of one to three years. There is tremendous interest in this highly nutritional product, especially from humanitarian relief organizations, the nutraceutical industry, and both human and animal food companies.
"NutraCea's client roster has 187 customers, including the likes of General Mills, Pepperidge Farms, Con Agra, Archer Daniels Midland, and Purina. In addition, some 500 companies have signed nondisclosure agreements with NutraCea to test using its product in their products.To cut to the chase, NutraCea is facing demand that is expected to exceed its ability to supply it for years to come.
Continue reading Top 20 advisors: Tom Bishop bets on NutraCea
Posted Dec 28th 2006 2:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, ETF Investing
Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.
Taseko Mines Ltd. (ASE: TGB) is the favorite speculative play for 2007 from Tom Bishop, editor of BI Research. He notes, "After living hand to mouth for five or six years during lean copper and gold prices, Taseko bought the Gibraltar mine, which it picked up for a song when copper was down in the low $0.60/lb range.
"Today copper is around $3/lb, the mine is back into production and now its cash stash, including proceeds from a $30 million convertible, is steaming towards C$100 million. The company just added about 38% to its mineral reserves, which now stand at 256 million tons (equating to a 15-year mine life) grading 0.32% copper and 0.01% molybdenum.
Note the molybdenum alone adds over $20 million to revenues annually. The company is upgrading and expanding its Gibraltar mill/production facility, and will be moving to a higher grade softer ore part of the ore body in 2007. Therefore, with mill improvements I expect production to increase 20 to 30% this year and generate about $0.65 to $0.70 of cash flow, which is not bad for a company trading at $2.60.
Continue reading Top Picks 2007: Tom Bishop bets on copper gains for Taseko