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.
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"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.
"Our recommendations center on a collection of five stocks that we believe, as a group, will outperform the market this month; our portfolio is beating the S&P 500 by more than 58% since its inception in 2000," notes David Fried.
"The company is a leading American marketer of fine accessories and gifts for women and men. Even in a struggling economy, apparently luxury sells, as long as you're stocking the right premium products.
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.
GameStop (GME), which has jumped in price after announcing a stock buyback, is a new recommendation from John Reese, whose portfolio holds are based on screens developed to reflect the investment strategies of some of the stock's markets most successful investors.
The editor of Validea explains, "This recommendation is based on the P/E/ Growth Investor strategy of Peter Lynch.
"GameStop is a retailer of video game products and personal computer (PC) entertainment software. The company sells new and used video game hardware, video game software and accessories, as well as PC entertainment software, and related accessories and other merchandise.
The growth stock specialist and editor of The Complete Investor explains, "Earnings per share were up 9 percent -- and, more important, the company increased its EPS guidance for the full year; the company is now expecting to make from $3.95 to $4.05, exceeds its earlier forecast of $4 profit for the year.
The editor of Global Changes & Opportunities explains, "Most of us have driven by Family Dollar stores but have probably given them little notice. However, they are very popular with several million consumers of modest means.
"At some point, the bearish outlook on consumer spending will become a crowded trade, as too much focus on risk threatens to blind one to opportunities that the ongoing pessimism and market turmoil have created," says John Buckingham.
The value investor and editor of The Prudent Speculator explains, "While we are not clamoring to add new names with general retail exposure, the receding tide has brought low all boats, including Tiffany & Co. (TIF), a company with a ubiquitous worldwide brand.
"Green Mountain Coffee (GMCR) has a classic razor and razor blade business; it is involved in a true mass market that the ﬁrm is penetrating rapidly, and if management makes the right moves, it could go far," says Mike Cintolo.
The editor of Cabot Top Ten Weekly explains, "The razor part of the story is Green Mountain's Keurig single-serve brewers, which offer consumers a quality cup of coffee at a price far cheaper than picking one up at Starbucks.
"The company offers great variety (there are dozens of coffees, teas and cocoas to choose from, including newer iced teas and iced coffees) and convenience.
"In looking for new opportunities, we will continue to focus on a combination of value, growth and financial strength ... all key attributes of PepsiCo (PEP), our latest featured investment," says money manager and newsletter advisor Jim Stack.
The editor of Investech Market Analyst explains, "At first mention of its name, PepsiCo might not be a company that peaks your interest. It's often viewed as just another stodgy stock that depends on its flagship soft drink line to carry the business along.
The editor of Stellar Stock Alert explains, "And a potentially stronger retail market in the U.S. combined with a stronger manufacturing base in China is a recipe for success. One company that's positioned to take advantage of both trends is retail apparel firm Lululemon Athletica (LULU).
"The company knows how to play both sides of the ocean. Over 65% of its products are manufactured in China. Meanwhile, it has 124 company-owned and franchised athletic apparel stores in the U.S. and Canada .
"The stock market is now below the midpoint of fair valuation, a fact that leads us to believe there is further upside for the market ahead," says J. Royden Ward, who specializes in uncovering value-oriented investments.
The editor of Cabot Benjamin Graham Value Letter explains, "Our goal is to identify value and one such value, in our view, is Wal-Mart Stores (WMT), the world's largest retailer, employing more than two million workers in more than 7,500 stores.
"I find it very interesting that seven of the top ten scoring stocks in my database of 6,000 stocks and ETFs are food-related companies," says trading specialist Mike Turner.
"This is a fundamentally solid company, that has been in a technical buy mode since March of 2009. This is one of those stocks that looks to be firing on all cylinders, and could continue its pricing trend for as long as the general market does not implode -- a potential development I am concerned about.
The editor of StreetAuthority Market Advisor explains, "And its wide assortment of condiments, marinades, sauces and frozen entrees control either the No. 1 or No. 2 market share in over 50 countries worldwide.
"In recent years Heinz has been stirring up new product development and mixing in emerging market expansion -- a tasty recipe for growth. The company had posted 20 consecutive quarters of organic sales growth.
"Chocolate and confectionery products maker Hershey Co. (HSY), based in Hershey, Pa., has broken out from an eight-week base. The move carries the stock to a new two-year high; in our view, this is a conservative play, showing consistent and good institutional buying interest," says technical breakout specialist Leo Fasciocco.
The editor of Ticker Tape Digest explains, "HSY's 12-month performance chart shows the stock appreciating 42% versus a 12% gain for the S&P 500 index. That is a good performance for a stock with a low beta of 0.30.