"Walgreen (WAG) a holding on our recommended buy list, reported a 10% increase in its fiscal second-quarter profit," notes Geoffrey Seiler.

The editor of BullMarket.com explains, "Although investors hammered the stock, we think the company delivered solid sales growth. We continue to believe the best is yet to come for Walgreen, with several notable catalysts in the wings.

Continue reading Walgreen: Overreaction Creates Opportunity

Walgreen: Overreaction Creates Opportunity originally appeared on BloggingStocks on Mon, 28 Mar 2011 13:00:00 EST. Please see our terms for use of feeds.

This post is part of Japan: A Special Report for Investors.

"The normal human response to a large-scale natural disaster will be to eventually look to rebuild," observes Geoffrey Seiler.

The editor of BullMarket.com explains, "Those desires create the somewhat perverse irony of a future economic boom, especially for companies and individuals tied to the construction industry, such as Kubota (KUB), which is essentially the Caterpillar of Japan.

Continue reading Japan: Kubota (KUB)

Japan: Kubota (KUB) originally appeared on BloggingStocks on Tue, 22 Mar 2011 13:00:00 EST. Please see our terms for use of feeds.

"Deckers Outdoor (DECK) -- which is on our recommended buy list -- reported Q4 earnings, once again easily topping analyst estimates on both the top and bottom lines," says Geoffrey Seiler.

The editor of BullMarket.com explains, "This was just a fabulous quarter from Deckers with the company firing on all cylinders. And, in our view, the best could still be yet to come for the footwear and accessories maker.

"For the quarter, the maker of the popular UGG boots posted a profit of $89.2 million, or $2.27 per share, up 32% from $67.7 million, or $1.74 per share, a year earlier. That easily surpassed the $1.99 consensus.

Continue reading Deckers Outdoor (DECK): 'Fabulous Quarter'

Deckers Outdoor (DECK): 'Fabulous Quarter' originally appeared on BloggingStocks on Tue, 01 Mar 2011 12:40:00 EST. Please see our terms for use of feeds.

"It's not too often that a company lowers its guidance and the stock rises, but such is the case with FedEx (FDX)," says Geoffrey Seiler.

The editor of BullMarket.com explains, "The company cut its fiscal Q3 guidance; but given the terrible weather, which impacted a number of airports across the U.S. and Europe, and higher fuel costs, it was largely expected.

"The package delivery firm now expects to produce adjusted EPS of 70-90 cents, down from prior guidance of 95 cents to $1.15. Analysts were expecting EPS of $1.04 for the quarter.

Continue reading FedEx (FDX): Still Set to Deliver?

FedEx (FDX): Still Set to Deliver? originally appeared on BloggingStocks on Wed, 16 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

"Microsoft (MSFT) recently released its fiscal second-quarter results; we felt results were really quite strong, with solid gains in most segments and good cost discipline," says Geoffrey Seiler.

The editor of Bullmarket.com explains, "If these results were from another company, the stock likely would have gotten a lift. But Microsoft is the Rodney Dangerfield of companies: it doesn't get the respect it deserves.

"Microsoft reported net income of $6.63 billion, or 77 cents per share, compared with $6.66 billion, or 74 cents per share, in the year-ago period. Sales grew by 5% to $19.95 billion from $19.00 billion.

Continue reading Microsoft (MSFT): 'No Respect'

Microsoft (MSFT): 'No Respect' originally appeared on BloggingStocks on Mon, 07 Feb 2011 10:40:00 EST. Please see our terms for use of feeds.

"By now, everyone probably knows that Apple (AAPL) CEO Steve Jobs will be taking another medical leave of absence," says Geoffrey Seiler.

The editor of BullMarket.com explains, "We'd use the weakness in Apple shares to accumulate the stock. The last time Job took medical leave was in 2009 when the stock was trading in the mid $80s.

"Chief Operating Officer Tim Cook will take over the day-to-day operations while Jobs is on leave. Cook previously filled in for Jobs in 2004 when Jobs was battling pancreatic cancer and in 2009 when Jobs was recovering from a liver transplant.

Continue reading Apple (AAPL): Time to Accumulate

Apple (AAPL): Time to Accumulate originally appeared on BloggingStocks on Tue, 18 Jan 2011 10:30:00 EST. Please see our terms for use of feeds.

"eBay (EBAY) -- a holding on our recommended buy list -- isn't a very popular stock on Wall Street," notes Geoffrey Seiler.

The editor of BullMarket.com explains, "Nevertheless, the name received some love in the past several days as two analysts came out with bullish takeaways on the stock.

"First, on January 7th, Evercore Partners initiated coverage of the stock with an 'overweight' rating and Street high target of $37.

Continue reading Out-of-Favor eBay (EBAY) Gets 'Some Love'

Out-of-Favor eBay (EBAY) Gets 'Some Love' originally appeared on BloggingStocks on Fri, 14 Jan 2011 10:00:00 EST. Please see our terms for use of feeds.

This 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.

"Our top pick for 2011 is natural gas producer (RRC), which is on our recommended buy list," says Geoffrey Seiler.

The editor of BullMarket.com explains, "With natural gas prices depressed, we think now is the time to buy low, and Range is one of the best-positioned companies in the natural gas sector, both in terms of growth, assets, and being a low-cost producer.

Continue reading Top Picks 2011: Range Resources (RRC)

Top Picks 2011: Range Resources (RRC) originally appeared on BloggingStocks on Wed, 05 Jan 2011 10:00:00 EST. Please see our terms for use of feeds.

"We will leave the debate over the relative morality of the cigarette business to others," says Geoffrey Seiler, adding "Our view is simple: it is a legal product and Philip Morris International (PM) is one of the best operators in the segment."

The editor of BullMarket.com explains, "The Philip Morris value creation model is easy to understand. While organic volumes are still slipping, the tobacco industry continues to have great pricing power.

"Thus the simple formula for the company is to raise prices, use its prolific cash flow to buy back shares, make some accretive acquisitions, increase the dividend, and repeat.

Continue reading Philip Morris International (PM): A Simple Formula for Success

Philip Morris International (PM): A Simple Formula for Success originally appeared on BloggingStocks on Fri, 10 Dec 2010 12:00:00 EST. Please see our terms for use of feeds.

"Berkshire Hathaway class B (BRK.B) recently made waves when the conglomerate announced that it had hired hedge fund manager Todd Combs to take over a 'significant portion' of its huge investment portfolio," notes Geoffrey Seiler.

The editor of BullMarket.com explains, "Nevertheless, the stock remains a a buy on our Recommended List. Here's a look at the situation.

"Berkshire CEO Warren Buffett, of course, is considered one of the top investment managers of all time. However, the Oracle of Omaha is now 80 years old, and he won't be around forever.

Continue reading Berkshire Hathaway (BRK.B): A New Manager?

Berkshire Hathaway (BRK.B): A New Manager? originally appeared on BloggingStocks on Tue, 02 Nov 2010 13:20:00 EST. Please see our terms for use of feeds.

"After trading higher following its past nine quarterly earnings reports, investors finally found a reason to be disappointed in Apple (AAPL); however, despite the negative investor reaction, it was still an outstanding quarter from the tech giant," says Geoffrey Seiler.

The editor of BullMarket.com report, "Apple reported a fiscal Q4 profit of $4.31 billion, or $4.64 a share, up 70% from $2.53 billion, or $2.77 cents a share, a year ago. Revenue soared 67% to $20.3 billion. The results easily surpassed the analyst consensus of $4.08 in EPS on sales of $18.9 billion.

"One area of contention with investors was gross margins, which fell to 36.9% from 41.8% a year ago. Analysts were looking for gross margins of 38.1%. However, gross margins were 190 basis points above Apple's own guidance.

Continue reading Apple (AAPL): Higher Price Targets Still Ahead

Apple (AAPL): Higher Price Targets Still Ahead originally appeared on BloggingStocks on Tue, 19 Oct 2010 10:40:00 EST. Please see our terms for use of feeds.

"Philip Morris International (PM), a holding on our Recommended Buy List, has caught fire with investors this summer, recently hitting a 52-week high," says Geoffrey Seiler.

The editor of BullMarket.com explains, "The company's CFO, Hermann Waldemer, was recently at an investor conference in New York, and below, we review his presentation and comments for this update on how the cigarette business has been doing outside of the U.S.

Continue reading Philip Morris International (PM): 'Solid Choice' for Income

Philip Morris International (PM): 'Solid Choice' for Income originally appeared on BloggingStocks on Tue, 21 Sep 2010 13:00:00 EST. Please see our terms for use of feeds.

Continue reading Cree (CREE): LEDs for the 'Green Revolution'

Cree (CREE): LEDs for the 'Green Revolution' originally appeared on BloggingStocks on Fri, 03 Sep 2010 15:30:00 EST. Please see our terms for use of feeds.

Continue reading Intel (INTC): 'Another Blowout Quarter'

Intel (INTC): 'Another Blowout Quarter' originally appeared on BloggingStocks on Thu, 15 Jul 2010 10:40:00 EST. Please see our terms for use of feeds.

Continue reading Correction 'Game Plan' ... and a Buy for Cisco (CSCO)

Correction 'Game Plan' ... and a Buy for Cisco (CSCO) originally appeared on BloggingStocks on Tue, 25 May 2010 13:00:00 EST. Please see our terms for use of feeds.

"Garmin (GRMN) is a one-time high flyer that lately can't seem to catch a break from investors who are convinced its personal navigation devices (PNDs) are going the way of the Tyrannosaurus Rex," asserts Geoffrey Seiler.

The editor of BullMarket.com explains, "Nevertheless, investors might want to look at its solid balance sheet, large cash position, and overlooked but growing marine, aviation, and sports businesses."

Continue reading Garmin (GRMN): Navigating to New Markets

Garmin (GRMN): Navigating to New Markets originally appeared on BloggingStocks on Tue, 18 May 2010 13:10:00 EST. Please see our terms for use of feeds.

Continue reading Gymboree (GYMB): Children's Apparel Boosts Profits

Gymboree (GYMB): Children's Apparel Boosts Profits originally appeared on BloggingStocks on Fri, 26 Mar 2010 11:50:00 EST. Please see our terms for use of feeds.

Continue reading Coach (COH): A Fashionable Investment

Coach (COH): A Fashionable Investment originally appeared on BloggingStocks on Fri, 05 Mar 2010 10:30:00 EST. Please see our terms for use of feeds.

"Apple (AAPL, $213.35, 10.28), a holding in our model portfolio, delivered another blowout quarter, though the results were enhanced by a change in the way the company accounts for iPhone and AppleTV revenue," notes Geoff Seiler.

In his BullMarket.com advisory, he explains, "Even without the accounting change, Apple reported strong sales across its product line. It sold 8.7 million iPhones during the quarter, 3.36 million Macs, and 21 million iPods.

"The bottom line was that Apple reported a 50% increase in profits for the quarter ended December 26th. It earned a record $3.38 billion, or $3.67 per share, compared to $2.25 billion, or $2.50 per share, in the year-ago period.

Continue reading Apple: 'Another Blowout Quarter'

Apple: 'Another Blowout Quarter' originally appeared on BloggingStocks on Tue, 26 Jan 2010 17:00:00 EST. Please see our terms for use of feeds.

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.

"Our top pick for 2010 is engineering and construction (E&C) firm AECOM Technology (ACM)," says Geoffrey Seiler.

In his BullMarket.com the advisor explains, "AECOM, unlike some better-known E&C names, offers a relatively low-risk business model. It performs no construction work at all and thus has none of the lump-sum, fixed-rate contracts that other companies might sign."

Continue reading Top Picks for 2010: AECOM Technology (ACM)

Top Picks for 2010: AECOM Technology (ACM) originally appeared on BloggingStocks on Thu, 07 Jan 2010 14:00:00 EST. Please see our terms for use of feeds.