paul tracy posts
FeedPosted Feb 11th 2011 10:45AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Rio Tinto plc ADS (RIO), Commodities, Stocks to Sell
"London-based Rio Tinto (RIO) is one of the largest and most diversified mining companies in the world; ith the potential to reward shareholders with increased dividends and share buybacks, Rio is a buy for investors seeking exposure to booming commodity markets," says Paul Tracy.
The editor of High Yield International explains, "Rio's operations are located in Australia, North and South America, South Africa, Europe and Indonesia. Its strategy is to concentrate on the development of large, high quality mineral deposits and become a low-cost producer for each commodity.
Continue reading Commodity 'Boom' Boosts Rio Tinto (RIO)
Posted Sep 3rd 2009 5:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, MasterCard Inc'A' (MA), Stocks to Buy
"In this recession, consumers are spending less per purchase on their credit cards -- but that hasn't slowed down the credit card company MasterCard (NYSE: MA)," says Paul Tracy.
In his The StreetAuthority Market Advisor, he points out, "In the second quarter, MasterCard's net income grew by +26%, beating Wall Street's expectations by a significant margin." Here's his review.
"MasterCard makes its money from the fees it charges merchants and the banks that issue its cards. The issuing banks make money by charging consumers interest.
"And as we've seen, the banks can lose money when consumers default on their credit card debt. But MasterCard's fee-based business model has been relatively resilient during the downturn.
Continue reading Charged up over MasterCard
Posted Jul 29th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Coca-Cola (KO), China, Newsletters, Stocks to Buy
"Not surprisingly, Coca-Cola (NYSE: KO) has been placing particular emphasis on China, where there is plenty of untapped potential," says Paul Tracy in his StreetAuthority Market Advisor.
"Like most companies that have been around for well over a century, Coca-Cola operates in a relatively mature industry.
"Domestically, per-capita soft-drink consumption has plateaued and domestic volume growth is generally tough to come by.
"The story is quite different for many overseas markets, which now account for about 75% of the firm's sales. Coke isn't the world's most recognized brand for nothing -- consumers in 200 countries around the globe gulp down about 1.6 billion servings of its beverages every single day.
Continue reading Coca-Cola (KO) targets China
Posted Jun 15th 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: Internet, China, Newsletters, Stocks to Buy
This post is part of a featured report on stocks in the Chinese online gaming sector.
"China's online gaming market is slated to surge," says Andy Obermueller, an analyst with Street Authority's newly-launched advisory service, Government-Driven Investing.
"In China, internet users understand and embrace the 'come, stay, pay' model; that's where a site allows users to access a few things for free, but they have to pony up for the good stuff.
"This works particularly well with games. One of the leaders in this space is Shanda Interactive Entertainment (NASDAQ: SNDA). Gamers at its site use prepaid cards -- available at more than 320,000 vendors -- to add money to player accounts that can be used to access all of the features of its games.
Continue reading China online gaming: Another vote for Shanda (SNDA)
Posted May 22nd 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Microsoft (MSFT), Pfizer (PFE), Boeing Co (BA), Texas Instruments (TXN), General Dynamics Corp (GD), Northrop Grumman (NOC)
"Golf has Tiger Woods, novelists have Tom Clancy, and the investment community has stars such as Bruce Berkowitz, Bill Nygren, Charlie Dreifus, and Mario Gabelli," states Paul Tracy.
In his The Street Authority Market Advisor, he suggests, "These money managers are at the pinnacle of their craft." Here, he takes a look at these "celebrities" and some of their current top stock holdings.
"These money managers have all amassed prodigious gains over the years for their shareholders. Over the past few months, these gurus have come out with ringing endorsements for certain stocks. This isn't empty talk -- they are putting their money where their mouth is.
Continue reading Investing with the stars: Top stocks from top managers
Posted Jan 6th 2009 4:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual Funds, ETF Investing, Commodities, Oil, Stocks to Buy
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
"ProShares Ultra Oil and Gas (NYSE: DIG), my top idea for 2009, is an exchange-traded fund that positions itself with the performance of the United States' top oil and gas companies," says growth stock specialist Paul Tracy.
In his StreetAuthority Market Advisor, he explains, "The 'ultra' part of its name means that the fund uses leverage, which magnifies returns by a factor of two relative to the Dow Jones U.S. Oil & Gas Index."
The advisor continues, "DIG is a leveraged ETF. In short, for every 1% the U.S. Oil & Gas Index rises, DIG should rise 2%. That means the performance of DIG is dictated by the moves of the largest industry heavyweights like ExxonMobil, ConocoPhillips, and Chevron.
"In addition to integrated oil companies, DIG is also exposed to major oilfield service companies like Schlumberger and Halliburton and gas-industry leaders like Apache.
"The world simply cannot, in its current form, live without fossil fuels. Global demand for petroleum is roughly 85 million barrels of oil a day, which means the activity in the oilfields simply never stops.
Continue reading Top Stock Picks '09: ProShares Ultra Oil & Gas (DIG)
Posted Oct 23rd 2008 10:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Mutual Funds, Commodities, Stocks to Buy, Green Stocks
"Mountains of money are about to be spent on the water industry," says exchange-traded fund expert Paul Tracy.
In his The ETF Authority, the advisor adds, "All things considered, my favorite way to invest in the water sector is through the PowerShares Global Water Portfolio (AMEX: PIO)."
"PIO tracks a benchmark that has delivered the strongest gains in the group by a comfortable margin.
"For the last five years, through the end of last quarter, the Palisades Global Water Index has posted annualized returns of 24.9%, for a cumulative gain of 204% -- versus just 44% for the S&P 500. In other words, a $10,000 investment made in 2003 would be worth more than $30,000 today.
"Yet, the portfolio is still the most attractively valued -- the average holding is trading at just 2.5 times book value and 13 times earnings.
"Shareholders in the ETF will have a stake in companies like Veolia Environment, the world's leading provider of water and wastewater treatment.
"Other top holdings include Kurita, which supplies ultra-pure water for semiconductor manufacturing and makes reverse osmosis seawater desalination systems for remote islands; and Hyflux, a leading maker of water recycling technology used in Singapore and China.
Continue reading Global gains in water sector
Posted Jun 3rd 2008 12:10PM by Steven Halpern (RSS feed)
Filed under: India, China, Newsletters, Commodities, Oil, Stocks to Buy
"Market Vectors Global Nuclear (ASE: NLR) offers investors a well-diversified play on the booming nuclear power industry," notes Paul Tracy.
The editor of The ETF Investor -- a top notch service that offers in-depth analysis of exchange-traded funds -- turns its analysis towards the outlook for the nuclear power sector.
"The ETF is designed to track the performance of companies that derive at least half their total revenues from the nuclear power business. That list includes firms that build nuclear power plants, mine uranium, and generate electricity in nuclear plants.
"Demand for electricity is surging globally, with most of that growth coming from fast-growing emerging markets like China and India. In fact, according to the Department of Energy, Chinese and Indian power demand is expected to nearly triple between now and 2030.
"These nations (and many others) are choosing to expand their nuclear power plant capacity to meet some of that demand. China has been aggressively opening new plants in recent years and has plans to open dozens more in an effort to triple nuclear's share of Chinese electricity supply by 2030.
Continue reading Powering gains with Market Vectors Global Nuclear (NLR)
Posted Apr 4th 2008 12:48PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Under Armour'A' (UA), Stocks to Buy
"Under Armour (NYSE: UA) and VMware (NYSE: VMW) both have the potential for a short squeeze in coming months," says Paul Tracy in StreetAuthority Market Advisor.
"VMware is a market leader in software virtualization. Companies typically do not use the full computing power of their servers, and when not in use, that server sits idle.
"Virtualization technology allows IT managers to use that underutilized capacity -- running software across the organization's entire base of servers. Thus, virtualization is a key cost-cutting technology.
"VMware has a short interest ratio of 11.7 and a freely traded float of just 50 million shares. If all those shorts try to cover, the stock looks likely to be in short supply. Meanwhile, trading at 36 times 2009 earnings estimates with a long-term growth rate of 45%, VMW doesn't look overpriced.
"Under Armour (NYSE: UA) makes clothing (along with sports equipment) targeting the athletic and outdoor-oriented market. Specifically, the company makes clothes designed to wick moisture away from the skin and keep the wearer at a comfortable temperature, regardless of weather conditions.
"Meanwhile, the stock has seen strong earnings growth despite the slowdown in consumer spending -- earnings surged 42% in the fourth quarter. And management recently announced its looking for revenues to reach $765-775 million in 2008, representing around a 27% increase over 2007 levels.
"With a forward P/E of 23 and a long-term growth rate of 25%, UA looks inexpensive. With a float of less than 32 million shares and a short interest ratio approaching 12, Under Armour looks like a prime short-squeeze candidate."
Each day, Steven Halpern's TheStockAdvisors.com offers the latest market commentary and favorite investment ideas from the nation's leading financial newsletter advisors.
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