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Top Picks 2011: GOL Linhas (GOL)

GOL logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Brazil is my favorite emerging country, and we're going to Brazil for our top pick for 2011: GOL Linhas Aereas Intelligentes (GOL)," says Ian Wyatt.

The editor of Top Stock Insights explains, "The rise of Brazil's middle class is good for airlines. And its fast growing emerging economy creates an ideal environment for discount airlines like GOL to set up shop and grow like crazy.

Continue reading Top Picks 2011: GOL Linhas (GOL)

Top Picks 2011: Allot Communications (ALLT)

Allot Communications logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"The smartphone revolution -- with web-browsing, video-watching, music-streaming mobile devices -- has made bandwidth a scarce resource," says small cap specialist Ian Wyatt.

The editor of Small Cap Investor PRO explains, "That's where Allot Communications (ALLT) comes in. Allot is an Israeli company that develops deep packet inspection (DPI) technology specifically designed to manage bandwidth use.

Continue reading Top Picks 2011: Allot Communications (ALLT)

Barrick Gold (ABX): The Best Bet Among Senior Gold Miners

Barrick Gold (ABX) logo"In my view, the best value in gold miners is the senior producers, and the best investment from that class is Barrick Gold (ABX)," says Ian Wyatt.

The editor of Top Stock Insights explains, "This company will benefit over the next few years from its high quality diversified portfolio of assets which includes around 140 million ounces of gold reserve.

"It's not a particularly fast growing company, but it's got the bull market in gold going for it. Additionally, it has a number of projects it can build and most importantly the capital to begin construction.

Continue reading Barrick Gold (ABX): The Best Bet Among Senior Gold Miners

Boost Returns with Select Dividend ETF (DVY)

iShares logo"With conventional income investments like U.S. Treasuries, CDs, and corporates paying puny yields, investors need to consider dividend-paying stocks as a core component of an income strategy," notes Ian Wyatt.

The editor of The 100k Portfolio explains, "One way to do this is by purchasing the iShares Dow Jones Select Dividend Index Fund (DVY), which is the oldest and largest dividend-focused ETF.

"The S&P 500 as a whole is currently yielding a healthy two percent. And the ten largest dividend-paying stocks in the U.S. have an average yield of four percent.

Continue reading Boost Returns with Select Dividend ETF (DVY)

Vale (VALE): Strength in Iron

"Iron ore miner Vale (VALE) turned in outstanding results in the third quarter, with a 110 percent increase in revenue, thanks to a more than doubling in iron ore prices this year," notes Ian Wyatt.

The editor of Global Commodity Investing explains, "Iron ore prices, which are set quarterly, have since declined 10 percent, so the company won't rack up such impressive numbers again in this quarter. The weak dollar will also have an impact on the company's margins.

"Still, given China's continued strong expansion, as well as those of other emerging markets-and limited expected supply additions, iron ore prices are likely to remain high for some time to come.

Continue reading Vale (VALE): Strength in Iron

Visa (V): A 'Long-Term Winner'

Visa logo"Credit card demand has exploded in recent years. Today, credit cards are responsible for over $2.5 trillion in transactions each year," notes Ian Wyatt.

The editor of Top Stock Insights explains, "And no company is better positioned to capture the digital transaction market than Visa (V); further, investors have a window of opportunity right now to pick up shares at a great price.

"Different from credit card-issuers, Visa is shielded from the consumer credit troubles (such as delinquencies and defaults) because they don't lend to consumers.

Continue reading Visa (V): A 'Long-Term Winner'

IAMGold (IAG): Takeover Speculation?

IAMGold (IAG) logo"High gold prices and low debt costs make now a great time for major gold producers to seek and acquire junior gold companies," says Ian Wyatt.

The editor of Top Stock Insights explains, "I have singled out what I believe could be a potential takeover candidate: IAMgold (IAG), a mid-tier Canadian gold miner.

"Although we emphasize that this is a speculation, we believe the company could be a takeover candidate by large South African miners, perhaps by such companies as Gold Fields or AngloGold Ashanti.

Continue reading IAMGold (IAG): Takeover Speculation?

Helca Mining (HL): 'No Better Silver Miner'

"The "golden" days lie ahead for silver and investors who get exposure to this commodity and stocks in the sector; in my view, there is no better silver miner than the 119 year old Hecla Mining (HL)," says Ian Wyatt.

The editor of Top Stock Insights explains, "The company is one of the oldest miners in the U.S. and operates in Alaska and Idaho.

"Over the past 12 months, silver has lagged increases in gold by a large margin and that will not last. Investors buy silver for the same reason as gold, inflation.

Continue reading Helca Mining (HL): 'No Better Silver Miner'

Coeur d' Alene (CDE): Big Winner in Silver?

"In our view, golden days lie ahead for silver; and one of the most promising small-cap silver mining companies is Coeur d' Alene Mines (CDE), which I believe has the potential for 40 percent or more upside," says Ian Wyatt.

The editor of The 100K Portfolio explains, "While the company takes it's name from the Idaho town in which it is headquartered, this is a mining company with a global presence.

"With mines in geographically stable areas including Argentina, Alaska, Australia, Bolivia, Chile, Mexico and Nevada, the operations are wide reaching.

Continue reading Coeur d' Alene (CDE): Big Winner in Silver?

First Trust ISE-Reserve Natural Gas (FCG): 30 Picks in One

"The biggest opportunity for energy investors today is natural gas. And investors can buy 30 natural gas stocks with one ETF: the First Trust ISE-Reserve Natural Gas ETF (FCG)," says Ian Wyatt.

The editor of The 100K Portfolio explains, "There are many reasons for businesses, consumers, investors and politicians to be bullish on this commodity. Natural gas seemingly has everything we could want from an energy source - it's cheap, clean, and there is an abundance of it throughout our country.

"For this very reason, ExxonMobil, the world's largest energy company, is acquiring one of the leading natural gas companies in the country - XTO Energy.

The $41 billion acquisition will make ExxonMobil the single biggest producer of natural gas, solidifying the company's commanding position in the energy sector. Smart investors should follow Exxon's lead and look to gain exposure to natural gas today.

Continue reading First Trust ISE-Reserve Natural Gas (FCG): 30 Picks in One

Small Cap Trio: Cleaning Up the Gulf

"I found three small cap companies that are poised to benefit from the oil spill in the Gulf of Mexico; indeed, small cap investors may want to try and profit on the solution, rather than the problem," suggests Ian Wyatt.

The editor of Small Cap Investor explains, "All three are compelling for different reasons, and have their own risks and potential rewards. So let's take a quick look at Clean Harbors (CLH), Nalco Holding Company (NLC) and Lakeland Industries (LAKE) and see how they are helping in the cleanup effort.

Continue reading Small Cap Trio: Cleaning Up the Gulf

Can FedEx (FDX) Deliver?

Financial advisor Ian Wyatt has launched a new investment service, The 100K Portfolio; he suggests, "My goal is to grow my $100,000 portfolio to $1 million over ten years.

Among his initial position is FedEx (FDX). He explains, "This is the type of company that you can buy today and own worry free for years to come.

"We are looking for companies that have a strong management team in place with an ability to control costs. I want to own stocks that deliver dependable earnings, and have strong balance sheets and steady earnings that aren't dependent on cheap credit or consumer excesses.

Continue reading Can FedEx (FDX) Deliver?

Contrary Call on Toyota (TM)

"Everyone likes to find a bargain, and those of us that invest in stocks are no different; I am always on the lookout for great a company trading at a healthy discount," says Ian Wyatt.

In his Top Stock Insights, he explains, "If we have learned anything from the past few years it's that good companies can have bad quarters and see their stock price fall.

"When I'm bargain hunting I will always keep in mind two things. First, why is the stock trading at a discount? Second, can the company recover? If the company can recover from the problem quickly, then I will buy that stock. Such is the case with Toyota Motor Company (TM).

Continue reading Contrary Call on Toyota (TM)

Investing in Mergers: The Arbitrage Fund (ARBFX)

"The Arbitrage Fund (ARBFX) invests in mergers and acquisitions by purchasing the acquired company's stock and typically shorting the acquirer; this strategy yields the 'spread' if and when the deal closes," reports Ian Wyatt.

The editor of The Recovery Letter, explains, "Fund manager John Orrico and his team avoid deals with low probability of closing by following a robust, time-tested model that eliminates hostile takeovers, deals that need to jump regulatory hurdles, and those requiring financing that might be difficult to obtain.

Continue reading Investing in Mergers: The Arbitrage Fund (ARBFX)

Top Picks for 2010: AgFeed Industries (FEED)

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"With the worlds largest and a quickly growing population of 1.3 billion people, China has many mouths to feed," observes small-cap specialist Ian Wyatt.

In his Small Cap Investor Pro, he explains, "One of my favorite China small cap stocks is AgFeed Industries Inc. (FEED), a hog feed and breeding company."

Continue reading Top Picks for 2010: AgFeed Industries (FEED)

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IndexesChangePrice
DJIA-89.2312,801.23
NASDAQ-23.352,903.88
S&P 500-9.311,342.64

Last updated: February 11, 2012: 03:39 PM

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