"Our Buyback Premium Portfolio is beating the S&P 500 by more than 65% since its inception in 2000; the portfolio is up 54.48% vs. a decline of 10.56% in the S&P 500 over the same time frame," notes buyback specialist David Fried.

The editor of The Buyback Letter explains, "Here's a look at three new additions to this portfolio: Forest Labs (FRX), Dollar Tree (DLTR) and Ryder System (R).

"Forest Labs is an international pharmaceutical manufacturer and marketer perhaps best known for its top selling product, anti-depression drug Lexapro, which sold $587 million in its most recent quarter.

Continue reading A Trio of Buyback Bets: Forest Labs, Dollar Tree, Ryder

A Trio of Buyback Bets: Forest Labs, Dollar Tree, Ryder originally appeared on BloggingStocks on Fri, 04 Mar 2011 12:40:00 EST. Please see our terms for use of feeds.

In his High-Income Alert financial newsletter, Mark Skousen recommends Barnes & Noble (BKS), noting, "Barnes & Noble has almost 800 stores in 50 states. It also owns one of the Web's most-visited Web sites.

The advisor suggests, "The stock has attracted heavy insider buying. In our view, this looks like a superb contrarian buy right now."

Continue reading Insiders Read Up on Barnes & Noble

Insiders Read Up on Barnes & Noble originally appeared on BloggingStocks on Tue, 26 Jan 2010 10:20:00 EST. Please see our terms for use of feeds.

Jack Adamo looks to Novatel Wireless (NVTL) as a new buy. In his Insiders Plus newsletter, he assesses the firm's newest products and recent insider buying.

"Novatel provides wireless broadband access solutions for the mobile communications market worldwide. The company offers third generation (3G) wireless PC card and ExpressCard modems, embedded modems, USB modems and other fixed-mobile convergence solutions. It also provides many related support services.

"Novatel recently pulled back from a huge run-up to a near-term high of $14 after announcing a mixed shelf-offering. The market did not like the possibility of earnings dilution from more shares.

Continue reading Insiders eye Novatel (NVTL)

Insiders eye Novatel (NVTL) originally appeared on BloggingStocks on Mon, 09 Nov 2009 15:20:00 EST. Please see our terms for use of feeds.

The model portfolio of Insiders Plus gains 48% last year; here, editor Jack Adamo reviews two of his portfolio holdings -- both bank stocks being accumulated by Warren Buffett's Berkshire Hathaway.

"U.S. Bancorp (NYSE: USB) reported a slight decrease in Q1 earnings of 62¢ per share versus 63¢ last year; the shares rose 2.8% the next day. Compared to the disastrous results of its peers, this small decline in earnings was a home run.

"That's a testament to the company's savvy managers. USB steered clear of the toxic problems that choked most banks. Only 2.7% of its loans are subprime.

"Warren Buffett's Berkshire-Hathaway continues to buy the stock steadily. Recent SEC filings show that in the fourth quarter of 2007 Berkshire increased its share of the Minneapolis-based bank by 3 million shares to a total of 75 million.

"This represents 4.4% of its shares outstanding, and up tremendously from its stake of 23 million shares just a few years ago. The Wizard of Omaha knows what he likes and why he likes it.

"Meanwhile, Wells Fargo & Company (NYSE: WFC) reported Q1 earnings of 60¢ per share down 9% year-over-year, but up 46% from the December quarter. Like USB, Fargo shares continue to be accumulated at Berkshire Hathaway.

"The stock is a solid long-term buy, with good prospects of steadily raising its 4.2% dividend. It has capital appreciation potential to boot, especially after the housing hangover abates."

Each day, Steven Halpern's TheStockAdvisors.com offers the latest market commentary and favorite investment ideas from the nation's leading financial newsletter advisors.

Adamo: 'Insider' expert banks on Buffett originally appeared on BloggingStocks on Mon, 05 May 2008 10:00:00 EST. Please see our terms for use of feeds.

"With its CEO recently buying $10 million of shares, PepsiAmericas Inc. (NYSE: PAS) has to be considered one of the most credible Insider stories in quite some time," notes Jack Adamo.

Here, in his Insiders Plus newsletter, the advisor -- who specializes in assessing situations in which corporate insiders are purchasing stock -- he looks at the world's second-largest Pepsi bottler.

"When I was a kid, a Pepsi was a dime; today, it's about $1.50 for the same size bottle. So, forgive me if I laugh myself silly when analysts say Pepsi bottlers are in trouble due to cost inflation.

"The price of the product has gone up at a compound annual rate of 5.6% per year for 50 years. Is this year going to kill it? I think not. Nor does CEO, Rober Pohlad whose recent purchase was done through a family-owned holding company.

"It was not a huge buy in relation to his holdings -- it increased his stake in the company from 9.6% to 9.9% -- but $10 million is $10 million. Do that a few times, and pretty soon it starts adding up to real money. (Sorry, couldn't resist.)

"The stock has fallen this year from $36 to $26, which is about where he made his recent buys. After a blowout 2007, the company guided down expectations for 2008, citing economic weakness. The stock quickly tanked.

Continue reading CEO invests $10 million at PepsiAmericas (PAS)

CEO invests $10 million at PepsiAmericas (PAS) originally appeared on BloggingStocks on Mon, 14 Apr 2008 14:30:00 EST. Please see our terms for use of feeds.