BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Quanta Services Roller-Coaster Continues]]>http://www.bloggingstocks.com/2011/03/17/quanta-services-roller-coaster-continues/http://www.bloggingstocks.com/2011/03/17/quanta-services-roller-coaster-continues/http://www.bloggingstocks.com/2011/03/17/quanta-services-roller-coaster-continues/#commentsFiled under:

Quanta Services (PWR) logoThe volatile trade pattern exhibited by Quanta Services (PWR) continued this winter. Quanta, first discussed here on June 11, 2009, at a price of $24.76, is decidedly not for investors who want a sleep-well-at-night play.

Quanta formed a bear hug in late 2010 ... only to reverse and zoom $7 higher to trade near $24, then pulled back to about $21.50. With PWR, it's been "pick a number between $17 and $25," and that's likely to be its price by the end of the month.

Nevertheless, if you can tolerate the bumps, the view from here still argues that Quanta is well-positioned to benefit from the upgrade of the nation's electric transmission and distribution grid. Quanta's total order backlog is $6.3 billion, including contract wins with several, major utilities.

Continue reading Quanta Services Roller-Coaster Continues

Quanta Services Roller-Coaster Continues originally appeared on BloggingStocks on Thu, 17 Mar 2011 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>PWRQuanta ServicesThu, 17 Mar 2011 14:30:00 EST<![CDATA[Analyst Calls: BIIIB, CBOU, CELG, CHK, CIEN, HOS, LULU, RHT, SKS, ZLC ...]]>http://www.bloggingstocks.com/2011/02/24/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/24/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/24/analyst-upgrades-downgrades/#commentsFiled under: , , , , ,

Analyst Upgrades

  • Chesapeake (CHK) to buy from hold at Canaccord.
  • Biogen (BIIB) and Regeneron (REGN) to outperform from sector perform at RBC Capital.
  • Caribou Coffee (CBOU) to outperform from neutral and Encore Energy (ENP) to neutral from underperform at RW Baird.
  • Fluor (FLR) to market perform from underperform at BMO Capital.
  • Hornbeck Offshore (HOS) to conviction buy from neutral at Goldman.
  • Saks (SKS) and Zale (ZLC) to neutral from underperform at BofA/Merrill.

Continue reading Analyst Calls: BIIIB, CBOU, CELG, CHK, CIEN, HOS, LULU, RHT, SKS, ZLC ...

Analyst Calls: BIIIB, CBOU, CELG, CHK, CIEN, HOS, LULU, RHT, SKS, ZLC ... originally appeared on BloggingStocks on Thu, 24 Feb 2011 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AATanalyst upgradesBIIBBiogenCaribou CoffeeCBOUCELGCelgeneCHKCIENCienadowngradesDSGXENPFLRFluorHornbeck OffshoreHOSinitiationsinthenewsLGCYLULULululemonMagnaMGAORAOrmatPWRQuantaRed HatRegeneronREGNRHTRWTSaksSKSTellabsTLABZaleZLCThu, 24 Feb 2011 11:30:00 EST<![CDATA[Quanta Services: For Long-Term Investors Only]]>http://www.bloggingstocks.com/2011/01/14/quanta-services-for-long-term-investors-only/http://www.bloggingstocks.com/2011/01/14/quanta-services-for-long-term-investors-only/http://www.bloggingstocks.com/2011/01/14/quanta-services-for-long-term-investors-only/#commentsFiled under:

The bumpy ride continues with Quanta Services (PWR). Quanta, first discussed here on June 11, 2009 at a price of $24.76, is decidedly not for squeamish investors.

The shares of Quanta, a provider of electric/natural gas/telecom infrastructure services, formed a bear hug in early 2010 and approached the $12 sell/stop loss, then recovered in summer, only to retrench. Were in not for Quanta's power-based infrastructure status, the positioned would have been kicked.

Then, after a modest recovery, Quanta then formed another bear hug in late 2010...only to reverse and zoom $5 higher to currently trade at/near $22. Talk about volatility.

Continue reading Quanta Services: For Long-Term Investors Only

Quanta Services: For Long-Term Investors Only originally appeared on BloggingStocks on Fri, 14 Jan 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>PWRQuanta Services Inc.Fri, 14 Jan 2011 15:00:00 EST<![CDATA[Quanta Services Is Trying Investors' Patience]]>http://www.bloggingstocks.com/2010/10/14/quanta-services-is-trying-investors-patience/http://www.bloggingstocks.com/2010/10/14/quanta-services-is-trying-investors-patience/http://www.bloggingstocks.com/2010/10/14/quanta-services-is-trying-investors-patience/#commentsFiled under:

Quanta Services (PWR), first discussed here on June 11, 2009, at a price of $24.76, certainly is not a play for investors who want to make a quick buck.

In early 2010, the shares of Quanta, a provider of electric/natural gas/telecom infrastructure services, had formed a bear hug and approached the $12 sell/stop loss, then recovered in summer, only to retrench. Were in not for Quanta's power-based infrastructure status, the position would have been closed.

But it wasn't, and guess what? Quanta has rebounded, including a move back above $20 and the key, 50-day moving average.

Continue reading Quanta Services Is Trying Investors' Patience

Quanta Services Is Trying Investors' Patience originally appeared on BloggingStocks on Thu, 14 Oct 2010 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>PWRQuanta ServicesThu, 14 Oct 2010 14:30:00 EST<![CDATA[Quanta Services: Incremental Progress]]>http://www.bloggingstocks.com/2010/06/08/quanta-services-incremental-progress/http://www.bloggingstocks.com/2010/06/08/quanta-services-incremental-progress/http://www.bloggingstocks.com/2010/06/08/quanta-services-incremental-progress/#commentsFiled under:

Record incremental progress in the past three months for Quanta Services (PWR), first discussed on June 11, 2009 at a price of $24.76.

The shares of Quanta, a provider of electric/natural gas/telecom infrastructure services, had formed a bear hug and started to veer toward the $12 sell/stop loss. Were it not for Quanta's power-based infrastructure status, the position would have been closed.

Continue reading Quanta Services: Incremental Progress

Quanta Services: Incremental Progress originally appeared on BloggingStocks on Tue, 08 Jun 2010 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>PWRQuanta Services Inc.Tue, 08 Jun 2010 15:30:00 EST<![CDATA[Quanta Services: Exasperating, But Stick With It]]>http://www.bloggingstocks.com/2010/03/08/quanta-services-exasperating-but-stick-with-it/http://www.bloggingstocks.com/2010/03/08/quanta-services-exasperating-but-stick-with-it/http://www.bloggingstocks.com/2010/03/08/quanta-services-exasperating-but-stick-with-it/#commentsFiled under:

The stock of Quanta Services (PWR), which I first wrote about on June 11, 2009, at a price of $24.76, has totally misbehaved.

Quanta, a provider of electric/natural gas/telecom infrastructure services, remains well-positioned to benefit from the upgrade of the nation's electric transmission and distribution grid. Quanta's has a total order backlog of $5.6 billion, including contract wins with several, major utilities.

Continue reading Quanta Services: Exasperating, But Stick With It

Quanta Services: Exasperating, But Stick With It originally appeared on BloggingStocks on Mon, 08 Mar 2010 14:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>PWRQuanta ServicesMon, 08 Mar 2010 14:00:00 EST<![CDATA[Analyst Upgrades, Downgrades and Initiations: AKS, EVVV, PEB, PM, PWR, S, X ...]]>http://www.bloggingstocks.com/2010/01/19/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2010/01/19/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2010/01/19/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , , ,

Analyst Upgrades

  • Deutsche Bank upgraded U.S. Steel (X) to buy from hold after raising its steel forecasts and upped its target price on shares to $77 from $44. Note, the firm also downgraded AK Steel.
  • Credit Suisse upgraded Philip Morris (PM) to outperform from neutral based on a better international outlook.
  • JPMorgan upgraded ev3 Inc. (EVVV) to overweight from neutral. The firm sees upside potential to ev3's consensus estimates for 2010 and raised its target price on shares to $19 from $15.
  • Vale (VALE) was upgraded to overweight from equal weight at Barclays.
  • Xilinx (XLNX) was raised to outperform from sector perform at RBC Capital.
  • Shuffle Master (SHFL) was upgraded at KeyBanc to buy from hold.

Continue reading Analyst Upgrades, Downgrades and Initiations: AKS, EVVV, PEB, PM, PWR, S, X ...

Analyst Upgrades, Downgrades and Initiations: AKS, EVVV, PEB, PM, PWR, S, X ... originally appeared on BloggingStocks on Tue, 19 Jan 2010 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AKSanalyst upgradesBAXdowngradesEVVVGWRIMAXinitiationsinthenewsLOMCKNKBPPEBPMPWRRYAAYSHFLSHPGYSprint NextelUS SteelVALEVZXLNXTue, 19 Jan 2010 11:20:00 EST<![CDATA[Quanta Services: Pull-back is buy opportunity]]>http://www.bloggingstocks.com/2009/12/16/quanta-services-pull-back-is-buy-opportunity/http://www.bloggingstocks.com/2009/12/16/quanta-services-pull-back-is-buy-opportunity/http://www.bloggingstocks.com/2009/12/16/quanta-services-pull-back-is-buy-opportunity/#commentsFiled under:

Quanta Services (PWR) stock has dipped since the June 11, 2009 Buy call at $24.76, but I'm reiterating my buy rating. Here's why.

It appears that numerous institutional investors decided to exit Quanta early, to close-out 2009 plays, because the stock in November/December fell out of a $19-25 year-long trading range, plunging to $17.85.

Continue reading Quanta Services: Pull-back is buy opportunity

Quanta Services: Pull-back is buy opportunity originally appeared on BloggingStocks on Wed, 16 Dec 2009 13:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>PWRQuanta ServicesWed, 16 Dec 2009 13:40:00 EST<![CDATA[Quanta Services (PWR): Infrastructure power play]]>http://www.bloggingstocks.com/2009/11/10/quanta-services-pwr-infrastructure-power-play/http://www.bloggingstocks.com/2009/11/10/quanta-services-pwr-infrastructure-power-play/http://www.bloggingstocks.com/2009/11/10/quanta-services-pwr-infrastructure-power-play/#commentsFiled under: , , , , , ,

"I'm excited about Quanta Services (PWR), a contracting company that specializes in building utility transmission and distribution infrastructure," says Ian Wyatt.

In his Top Stock Insights, he explains, "The current focus in the U.S. of projects that improve energy conservation, utilize renewable resources, and improve air quality make Quanta an excellent long-term growth opportunity.

"Its customers are in the electric power, gas, telecommunications, and cable television industries. These are stimulus spending customers; i.e., big government organizations and utilities companies.

Continue reading Quanta Services (PWR): Infrastructure power play

Quanta Services (PWR): Infrastructure power play originally appeared on BloggingStocks on Tue, 10 Nov 2009 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>alternative energyconstruction stocksgas transmissionian wyattinfrastructure stocksnatural gas stockspower grid stockspower transmissionpwrquanta servicessteven halpernStevenHalpernthestockadvisors.comtop stock insightsutility stocksTue, 10 Nov 2009 11:00:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: FCX, MOT, CHK, MON ... ]]>http://www.bloggingstocks.com/2009/10/22/analyst-upgrades-downgrades-and-initiations-fcx-mot-chk-mon/http://www.bloggingstocks.com/2009/10/22/analyst-upgrades-downgrades-and-initiations-fcx-mot-chk-mon/http://www.bloggingstocks.com/2009/10/22/analyst-upgrades-downgrades-and-initiations-fcx-mot-chk-mon/#commentsFiled under: , , , , ,

Analyst upgrades:
  • Deutsche Bank upgraded Freeport McMoRan (NYSE: FCX) to Buy from Hold to reflect the company's better than expected Q3 results and improved volume outlook. Deutsche raised its target on shares to $100 from $72.
  • Thomas Weisel upgraded Motorola (NYSE: MOT) to Overweight from Market Weight and raised its target to $11 from $7 and said they expect Motorola to benefit from several upcoming catalysts that include new Android-based smartphone products and they believe the handset division could break even by year end of 2010.
  • Janney Montgomery upgraded Regal Entertainment (NYSE: RGC) and Cinemark (NYSE: CNK) to Buy from Neutral on expectations both companies will benefit from a strong box office in Q4. The firm has a $14 price target on Regal shares and a $13.50 target on Cinemark shares.
  • Marshall & llsley (NYSE: MI) was upgraded to Neutral from Underweight at JPMorgan.
  • F5 Networks (NASDAQ: FFIV) was upgraded to Neutral from Sell at UBS.
  • William Blair upgraded Lindsay Corporation (NYSE: LNN) to Outperform from Market Perform.

Continue reading Analyst upgrades, downgrades and initiations: FCX, MOT, CHK, MON ...

Analyst upgrades, downgrades and initiations: FCX, MOT, CHK, MON ... originally appeared on BloggingStocks on Thu, 22 Oct 2009 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaukandebrychkcnkeqixfcxffivflirhmainthenewslnnmimonmotorapompwrrgcsapThu, 22 Oct 2009 13:30:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: ANN, DIS, CSCO, KO, NWS, PETM, ULTA ...]]>http://www.bloggingstocks.com/2009/10/07/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/10/07/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/10/07/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , , , ,

Analyst upgrades:

  • Deutsche Bank upgraded Coca-Cola (NYSE: KO) to Buy from Hold on expectations that stable volumes and a better outlook for currency and commodities will lead to higher earnings visibility. The firm raised its price target on shares to $62 from $52.
  • FBR Capital upgraded Goodrich (NYSE: GR) to Outperform from Market Perform as it finds the stock's valuation compelling following the recent pullback. The firm raised its target on shares to $65 from $46.
  • William Blair upgraded Cisco (NASDAQ: CSCO) to Outperform from Market Perform after channel checks indicated demand is accelerating as the firm finds the stock's valuation compelling at current levels.
  • Robbins & Myers (NYSE: RBN) was upgraded to Outperform from Neutral at Baird.
  • Disney (NYSE: DIS) and Viacom B (NYSE: VIA.B) were upgraded to Neutral from Underperform at BofA/Merrill, while News Corp. (NASDAQ: NWS) was upgraded to Buy from Neutral.

Continue reading Analyst upgrades, downgrades and initiations: ANN, DIS, CSCO, KO, NWS, PETM, ULTA ...

Analyst upgrades, downgrades and initiations: ANN, DIS, CSCO, KO, NWS, PETM, ULTA ... originally appeared on BloggingStocks on Wed, 07 Oct 2009 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analyst upgradesANNAROBAIRYCEPHCiscoCoca-ColaCSCODISDisneydowngradesGRinitiationsinthenewsKONOVNWSNWYPETMPWRRBNSNNSTJULTAVIA.BViacomWed, 07 Oct 2009 11:20:00 EST<![CDATA[Quanta Services believes in more power to more people]]>http://www.bloggingstocks.com/2009/10/05/quanta-services-believes-in-more-power-to-more-people/http://www.bloggingstocks.com/2009/10/05/quanta-services-believes-in-more-power-to-more-people/http://www.bloggingstocks.com/2009/10/05/quanta-services-believes-in-more-power-to-more-people/#commentsFiled under:

Quanta Services (NYSE: PWR) is in that rare category called 'broken stock, not broken company.'

Perhaps due to concern that regulatory hurdles that might hinder the upgrade of the nation's electric transmission and distribution grid -- a key business area for Quanta -- the stock has exhibited sideways action since the June 11, 2009 Buy recommendation at a price of $24.76.

Continue reading Quanta Services believes in more power to more people

Quanta Services believes in more power to more people originally appeared on BloggingStocks on Mon, 05 Oct 2009 17:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>electrical servicesElectricalServicespower generationPowerGenerationPWRQuanta ServicesMon, 05 Oct 2009 17:40:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: AAPL, BP, PFE, QCOM, TIF, TLB, TWX ...]]>http://www.bloggingstocks.com/2009/09/10/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/10/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/10/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , ,

Analyst upgrades:

  • Citigroup upgraded Talbots (NYSE: TLB) to Buy from Hold on expectations the company's sales and margins are at an inflection point. The firm expects comps to turn positive in the next six months and raised its target on shares to $9.50 from $5.
  • JMP Securities believes that Apple's (NASDAQ: AAPL) incoming iPod product cycle, geographic expansion of iPhones, and market expansion led by new products will result in "significant" outperformance. The firm upgraded shares to Outperform from Market Perform and has a $200 target on the stock.
  • Credit Suisse upgraded Tiffany (NYSE: TIF) to Outperform from Neutral citing productivity comps and gross margin upside, leading to potential upside to 2010 Street estimates. The firm raised its target to $45 from $20.
  • Brady (NYSE: BRC) was upgraded to Buy from Hold at KeyBanc.
  • Time Warner (NYSE: TWX) was upgraded to Conviction Buy from Neutral at Goldman.
  • RadioShack (NYSE: RSH) was upgraded to Overweight from Equal Weight at Morgan Stanley.

Continue reading Analyst upgrades, downgrades and initiations: AAPL, BP, PFE, QCOM, TIF, TLB, TWX ...

Analyst upgrades, downgrades and initiations: AAPL, BP, PFE, QCOM, TIF, TLB, TWX ... originally appeared on BloggingStocks on Thu, 10 Sep 2009 10:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAMAGanalyst upgradesAppleBPBRCCAHCOVdowngradesFLSRinitiationsITWNAVNEOESXPFEPWRQCOMRSHTIFTLBTWXThu, 10 Sep 2009 10:50:00 EST<![CDATA[Quanta Services knows the electric grid is a vital grid]]>http://www.bloggingstocks.com/2009/06/11/quanta-services-knows-the-electric-grid-is-a-vital-grid/http://www.bloggingstocks.com/2009/06/11/quanta-services-knows-the-electric-grid-is-a-vital-grid/http://www.bloggingstocks.com/2009/06/11/quanta-services-knows-the-electric-grid-is-a-vital-grid/#commentsFiled under:

Readers of this space know that one of the preferred sectors is the electric/power generation sector, which should benefit from both an expanded infrastructure and ramping energy demand, once U.S. economic growth resumes.

Further, there are lateral lays associated with the above, and Quanta Services (NYSE: PWR) is one.

Continue reading Quanta Services knows the electric grid is a vital grid

Quanta Services knows the electric grid is a vital grid originally appeared on BloggingStocks on Thu, 11 Jun 2009 17:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>PWRQuanta ServicesThu, 11 Jun 2009 17:10:00 EST<![CDATA[Power plays: Investing in a smart grid]]>http://www.bloggingstocks.com/2009/04/21/power-plays-investing-in-a-smart-grid/http://www.bloggingstocks.com/2009/04/21/power-plays-investing-in-a-smart-grid/http://www.bloggingstocks.com/2009/04/21/power-plays-investing-in-a-smart-grid/#commentsFiled under: , , , ,

"A smart grid makes use of coded signals that travel along power lines, much like DSL broadband messages move through the phone telephone," explains growth stock expert Jim Powell.

In Global Changes & Opportunities Report, he looks at two favorite plays on the development of a smart grid: Esco Technologies (NYSE: ESE) and Quanta Services (NYSE: PWR).

"In a smart grid, the signals allow electric meters to report power consumption automatically to suppliers. At the same time, signals can be sent to customer's appliances such as freezers and refrigerators to prevent them from cycling on and off at the same time.

Continue reading Power plays: Investing in a smart grid

Power plays: Investing in a smart grid originally appeared on BloggingStocks on Tue, 21 Apr 2009 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>electric gridElectricGridenvironmental stocksEnvironmentalStocksesco technologieseseglobal changes opportunities reportGlobalChangesOpportunitiesReportgreen stocksGreenStocksinfrastructure stocksInfrastructureStocksjim powellJimPowellnational electric gridNationalElectricGridobama stocksObamaStockspower gridpwrquanta servicesQuantaServicessmart gridSmartGridthestockadvisors.comTue, 21 Apr 2009 12:00:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: LSI, ESI, UBS, CS JBHT ... ]]>http://www.bloggingstocks.com/2009/03/03/analyst-upgrades-downgrades-and-initiations-lsi-esi-ubs-cs/http://www.bloggingstocks.com/2009/03/03/analyst-upgrades-downgrades-and-initiations-lsi-esi-ubs-cs/http://www.bloggingstocks.com/2009/03/03/analyst-upgrades-downgrades-and-initiations-lsi-esi-ubs-cs/#commentsFiled under: , ,

Analyst upgrades:
  • Friedman Billings upgraded LSI Corp (NYSE: LSI) to Outperform from Market Perform as it believes the risk/reward is attractive at current levels as the company's near-term business trends are stabilizing. The firm maintains a $4 target on the stock.
  • Merriman upgraded shares of Medarex (NASDAQ: MEDX) to Neutral from Sell on valuation following the stock's 40% decline year-to-date.
  • Morgan Stanley upgraded ITT Educational (NYSE: ESI) to Overweight from Equal Weight. The firm believes valuation appropriately discounts risks from its internal lending program.
  • Noble (NYSE: NE) was upgraded to Buy from Neutral at Goldman and added to the Conviction Buy List.
  • Energizer (NYSE: ENR) was raised to Neutral from Sell at UBS.
  • Arch Chemicals (NYSE: ARJ) was upgraded at KeyBanc to Hold from Underweight.

Continue reading Analyst upgrades, downgrades and initiations: LSI, ESI, UBS, CS JBHT ...

Analyst upgrades, downgrades and initiations: LSI, ESI, UBS, CS JBHT ... originally appeared on BloggingStocks on Tue, 03 Mar 2009 10:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ARJBOBECECOCSDHIENRFPLGENZIPCRITTJBHTLAMRLSIMEDXMXGLNEPWRQGENRBSUBSTue, 03 Mar 2009 10:40:00 EST<![CDATA[Post-election investment thoughts: Energy, tech, infrastructure]]>http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/#commentsFiled under: , , , , , ,

This post was written by Minyanville contributor Sean Udall.

Through my career I've generally stayed apolitical with regard to investment and trading decisions, but there have been times when some higher percentage trades have presented themselves due to political circumstances. Examples include: the tech push in Clinton's second term, the defense sector after Bush's 2000 victory, as well as the oil patch. Based on that, here are some overriding thoughts, in no particular order.

  • The market has moved to the phase where many if not most participants want and expect a pullback. Since the market confounds the greatest number of players most of the time, is a big pullback a lower probability event now? Moreover, does the selling panic of much of October turn into a buying panic in the coming weeks and months? I'm letting the charts lead me here but aware that this bullish case could possibly trump terrible economic conditions.

  • I still think the alt energy patch (solar, wind, battery tech, clean coal) will produce some of the best winners, but a lot of easy money has been made in just days. Quality and fundamentals will likely count much more now than over the past few months. Also, extended runs may become vulnerable quickly if policy decisions do not show quick tangible follow-through. Companies with the best balance sheets and funding sources will benefit the most and have the least downside on sharp technical pullbacks.

    • Continue reading Post-election investment thoughts: Energy, tech, infrastructure

    Post-election investment thoughts: Energy, tech, infrastructure originally appeared on BloggingStocks on Wed, 05 Nov 2008 13:00:00 EST. Please see our terms for use of feeds.

    Read | Permalink | Email this | Comments]]>    110508aecomakamakamaibbybest buyBestBuyctrixctxsfeaturedffivmdrobamapoliticspwrquantavmwWed, 05 Nov 2008 13:00:00 EST