obama stocks posts
FeedPosted Jun 13th 2009 11:00AM by Jamie Dlugosch (RSS feed)
Filed under: Consumer Experience, Obama Picks
If ever a brand could use a boost it's Talbots (NYSE: TLB).
This week the company announced that profits plummeted 68% to $1.6 million in the quarter ended May 3.
This conservative women's clothing store has lacked the pizzazz to capture a larger market share. Michelle Obama wearing TLB injects some much needed life into the brand.
After the election, when it was known that Mrs. Obama wore Talbots, shares bounced significantly. Previously, the stock was threatening to broach the $1 mark. Today, you can buy shares for around $5.
Continue reading Obama stock #1: Talbots (TLB)
Posted Jun 13th 2009 9:00AM by Jamie Dlugosch (RSS feed)
Filed under: Whole Foods Market (WFMI), Nordstrom, Inc (JWN), Obama Picks
We all know the impact that celebrities have on businesses. One of the most obvious instances of this phenomenon comes from the Oprah Winfrey Show. For example, when a title makes it into her book club, millions of loyal followers immediately take action, and sales follow.
These days, Michelle Obama is giving Oprah a run for her money. The First Lady is being closely watched by millions, and she too has a loyal following. She also appears to have a fashion sense that resonates with consumers around the globe. We all saw the number of stories and speculation about her gown during the inauguration.
Continue reading Move over Oprah -- Michelle Obama's got the touch
Posted May 20th 2009 12:00PM by Steven Halpern (RSS feed)
Filed under: India, China, Newsletters, Commodities, Oil, Eastern Europe, Stocks to Buy, Green Stocks, Obama Picks
Brendan Coffey is a specialist on "green" investing; in his The Cabot Green Investor, he looks to alternative energy firm American Superconductor (NASDAQ: AMSC).
Here's his review of the company, which is a player both in wind power and energy efficient wiring that can play a role in improved power grid systems.
"Long an R&D company, focusing on highly conductive wiring, American Superconductor made a game-changing purchase of an Austrian wind company, Windtec, in early 2007.
Continue reading American Superconductor (AMSC): Green gains in wind and wires
Posted Apr 28th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"Zero greenhouse gas emissions, 90% average availability as a power source, minimal land requirements and competitive costs: those are just a few of the advantages of geothermal power," explains Roger Conrad.
In his leading-edge New World advisory, he looks at one favorite play on the sector: Ormat Technologies (NYSE: ORA), which operates a dozen geothermal plants worldwide.
"Geothermal's chief disadvantage is geographical limitations to large-scale applications. Geothermal plants are mainly economic in areas of subsurface or volcanic activity.
Continue reading Ormat (ORA): Investing in geothermal power
Posted Apr 17th 2009 4:30PM by Peter Cohan (RSS feed)
Filed under: Indices, DJIA, Financial Crisis, Obama Picks
In February I interviewed Bill Gross back when the Dow traded at 7,182. Gross's message? Equities are dead. Or more specifically, in light of his expectation that there would be no economic growth for the foreseeable future, there was no point in risking an investment in common stock since it stands in line behind all sorts of debt for a piece of the cash flows of a company in the event of a bankruptcy.
Interestingly, President Obama spoke to reporters not long thereafter -- on March 3rd to be specific when the Dow was at 6,726 -- and during that talk, he mentioned that buying stocks might be a good deal. Since then, the Dow has risen 21.5% and since Gross recommended staying away from stocks, they've gained 13.8%. The Dow is at 8,175 as of this writing.
Continue reading Is President Obama a better stock picker than Bill Gross?
Posted Mar 3rd 2009 2:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Oil, Green Stocks, Obama Picks
"The solar sector has been notably weak, including First Solar (NASDAQ: FSLR)," says Stephen Leeb. Despite the setback, the editor of The Complete Investor rates the stock a high risk buy.
"First Solar is one of the few whose earnings outperformed consensus estimates: its fourth-quarter results reported yesterday after the market's close were nearly 25% better than estimates.
"First Solar made $1.61 per share this past quarter; Wall Street was expecting $1.30 per share. Revenues were also ahead of estimates, although the company reduced 2009 revenue estimates by about 10%, citing short-term credit concerns for customers.
Continue reading First Solar (FSLR): Still shining?
Posted Feb 25th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Oil, Agriculture, Stocks to Buy
In his Validea newsletter, John Reese selects stocks using the investment strategies of the market's leading gurus, such as Benjamin Graham, John Neff, Warren Buffett, David Dreman, and Peter Lynch.
The advisor, and author of the just-published The Guru Investor, recently ran a screen based on the investment strategy of Kenneth Fisher to find his latest buy recommendation -- Kennametal (NYSE: KMT).
Reese explains, "For decades, the price-to-earnings ratio has been the most widely used valuation measure for stock investors, and a key tool in the arsenals of many of the gurus I follow. ut in 1984, Kenneth Fisher sent a shockwave through the P/E-conscious investment world.
Continue reading Kennametal (KMT): A 'Kenneth Fisher' guru play
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