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.

"PMC-Sierra (PMCS) -- our top pick for 2011 -- develops semiconductor system solutions for advanced communications," notes Daniel Frishberg.

The editor of The MoneyMan Report explains, "This choice is based on our forecast is for accelerating growth in the U.S. along with powerful growth sustained in developing markets. In our view, this should lead to rapid acceleration in PMCS' stock price.

Continue reading Top Picks 2011: PMC-Sierra (PMCS)

Top Picks 2011: PMC-Sierra (PMCS) originally appeared on BloggingStocks on Sat, 08 Jan 2011 09:00:00 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.

"TV, cable and satellite systems all over the world are making huge investments to providing high definition programming," says Elisea Frishberg.

The contributing editor to The MoneyMan Report explains, "As a result, Harmonic (HLIT) could easily turn out to be one of the world's biggest winners for 2011; the company makes encoders, advanced fiber optic and digital delivery systems.

Continue reading Top Picks 2011: Harmonic (HLIT)

Top Picks 2011: Harmonic (HLIT) originally appeared on BloggingStocks on Thu, 30 Dec 2010 17:00:00 EST. Please see our terms for use of feeds.

"Old-fashioned American industrial companies that are poised to benefit from growing international markets will be good investments in 2010," explains Daniel Frishberg,

The host of Bizradio and editor of The MoneyMan Report adds, "Our latest buy recommendation is Timken Company (TKR), which fits perfectly into this model."

Continue reading Timken Co. (TKR): An Old-Fashioned American Industrial

Timken Co. (TKR): An Old-Fashioned American Industrial originally appeared on BloggingStocks on Wed, 20 Jan 2010 14:20:00 EST. Please see our terms for use of feeds.

This post is part of a special report, A Dozen Ways to Play an Obama Building Boom.

"President-elect Obama recently announced that he is working on a stimulus package that could be as large as $1 trillion," notes BizRadio host Daniel Frishberg in The MoneyMan Report.

"This money would be used on infrastructure. Items such as new roads, bridges, etc. would be on the 'to do list.'

"The theory is that this would bring jobs and thus help stimulate the economy. On this news, many of the infrastructure companies rallied. These are the same companies that have been severely beaten up due to global growth slowing.

"Thus, with a new stimulus package focused on infrastructure spending imminent, not only in the U.S. but some emerging countries, we are using some of our cash to invest in various infrastructure companies.

"We are purchasing Fluor Corp. (NYSE: FLR). This is a global engineering firm that will be a huge beneficiary from all the infrastructure spending.

"Even though the stock has recovered the last few weeks, it is still down over 50% from its high. Given their prospects and valuation, we believe this is a great company to invest in at present levels.

"We are also purchasing KBR, Inc. (NYSE: KBR). The company was spun off from Halliburton and they focus on engineering & construction. KBR gets a lot of their sales from contracts in Iraq and other countries.

"The stock fell 75% before recovering somewhat. However, the stock is still down 63% in the last 12 months and we believe the prospects for their business are excellent."

Steven Halpern's TheStockAdvisors.com offers a daily look at the latest market commentary and favorite stock picks and investment ideas from the nation's leading financial newsletter advisors.

Obama's to-do list: Bridges and roads originally appeared on BloggingStocks on Sat, 20 Dec 2008 10:00:00 EST. Please see our terms for use of feeds.

"Rio de Janiero-based Petroleo Brasileiro S.A. (NYSE: PBR) is in the heart of the global growth story," says Daniel Frishberg, BizRadio host and editor of The MoneyMan Market Newsletter.

"In general, investors are still seeing selloffs as buying opportunities even though the majority of stocks are in a bear market. We are not sure how long this can continue.

"Our 'Crazy Investor Index' does not yet show the type of extreme fear that is typical at a bottom, so it will probably mill around in short-term rallies and selloffs until something motivates them to panic simultaneously.

"In the meantime, we prefer to buy excellent companies just as the herd decides to stampede. And while our portfolio is now slightly net short we are adding one new long position: Petroleo Brasileiro S.A., often referred to as Petrobras.

Continue reading Petrobras (PBR): At the 'heart of the global growth story'

Petrobras (PBR): At the 'heart of the global growth story' originally appeared on BloggingStocks on Thu, 10 Jul 2008 13:24:00 EST. Please see our terms for use of feeds.

"One of our favorite areas going forward for the next 1-5 years are the financials at these levels," says Daniel Frishberg, editor of TheMoneyMan Report and host of BizRadio. Here he looks at an ETF for the sector.

"The global growth story isn't going away and there are a ton of deals that need to be financed, trading volumes are high, private equity is still huge, and it takes big financial institutions to keep all of this running. They are really the fuel that keeps the (globally) economy expanding.

"Financials got caught up in the easy money craze by creating and buying risky derivatives. Many of the CEOs have already been fired and the books are being cleaned up by huge write downs. We think over the next couple of years, financials could actually gain the most on a return basis.

"This has been an area we have pretty much avoided or had very little exposure to. We continue to hold Citigroup (NYSE: C) in our capital gains portfolio and will average down at some point in the near future. But, for today, we want to buy the industry and dip our toe.

Continue reading Financial SPDR ETF (XLF): Favorite fund for financials

Financial SPDR ETF (XLF): Favorite fund for financials originally appeared on BloggingStocks on Thu, 31 Jan 2008 11:36:00 EST. Please see our terms for use of feeds.

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"Our favorite conservative pick for 2008 is Home Depot (NYSE: HD)," says Daniel Frishberg, editor of The MoneyMan Report and host of BizRadio.

"This is a stock that has been beaten down due to the weak housing market. We believe, based on the fact that it owns most of the real estate its stores sit on and these are typically in the best areas of town, that it's undervalued.

"With new management in there and a housing market that will stabilize, home improvement will do very well over the next several years. Home Depot typically trades at 14X cash flow since 1995. Based on that one parameter, the stock could be a double over the next couple of years.

"The company's balance sheet is in excellent shape at this point. We believe most of the bad news is priced in and with a Fed that will continue to cut interest rates, Home Depot will be an economically sensitive stock that will benefit. In our view, this is a 2-3 year hold.

Continue reading Best Stocks for 2008: Value shopping at Home Depot (HD)

Best Stocks for 2008: Value shopping at Home Depot (HD) originally appeared on BloggingStocks on Thu, 20 Dec 2007 14:12:00 EST. Please see our terms for use of feeds.