richard moroney posts
FeedPosted Sep 9th 2009 9:30AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Stocks to Buy, General Dynamics Corp (GD), Financial Crisis
"Investors considering high-yield stocks should consider financial strength; in our quantitative model, Quadrix, we assess profit margins, interest coverage, and debt levels," says Richard Moroney.
In Dow Theory Forecasts, a newsletter that has been published for over 5 decades -- he looks at two stocks that score high in this area: drug manufacturer, AstraZeneca (NYSE: AZN) and defense industry player, General Dynamics (NYSE: GD). Here, the advisor reviews the two companies.
"AstraZeneca's operating cash flow jumped 24% in the first half of 2009, allowing the company to retire $3 billion in debt since the end of 2008.
Continue reading AstraZeneca & General Dynamics: Financial strength
Posted Aug 24th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Technical Analysis, Stocks to Buy, Recession
"With high-quality stocks on sale, now seems an opportune time to look for bargains among small and midcap blue chips," suggests Richard Moroney.
In his Upside Stocks advisory, which uses the quantitative-based Quadrix ratings system, he says, "We've found several 'Best Buys' with superior year-ahead potential."
Here, the analyst looks at Aeropostale (NYSE: ARO), Catalyst Health (NASDAQ: CHSI) and Hornbeck Offshore (NYSE: HOS).
Continue reading Quant picks: A trio of ' best buys'
Posted Jul 29th 2009 3:20PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Johnson and Johnson (JNJ), Stocks to Buy, Recession
"Johnson & Johnson (NYSE: JNJ) has vast holdings, but its strategy is simple: Support a deep pipeline of new drugs and medical devices with an aggressive acquisition strategy and cost controls," notes blue chip investor Richard Moroney.
In his Dow Theory Forecasts, he adds, "And despite the recession, J&J has kept its financial footing, remaining one of the few companies with the top credit rating of AAA." Here's his long term outlook.
"This year the U.S. pharmaceutical market is expected to contract for the first time in 50 years as fewer people visit doctors or start new therapies for chronic conditions.
"Beyond 2009, an economic recovery should reinvigorate J&J, though it is too early to determine whether health-care reform will help or harm the company.
Continue reading Johnson & Johnson (JNJ): A triple A play
Posted May 21st 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"In recent months, DirecTV (NASDAQ: DTV) has shown that pay television is recession-resistant; indeed, the company has been dishing up subscriber growth," says Richard Moroney.
In his Dow Theory Forecasts, the advisor explains why the satellite-TV system operator is among those select stocks consider to be "Focus List" buys -- the top long-term buy rating in their model portfolio.
"In the nearly 15 years since DirecTV sold its first satellite-television system, the company has grown to serve more than 18 million U.S. subscribers, or 16% of the country's households. DirecTV also operates in Latin America, where it generates 12% of revenue.
Continue reading Tune in to DirecTV (DTV)
Posted Mar 31st 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Oil, Stocks to Buy
"We see smooth seas ahead for deepsea driller Oceaneering International (NYSE: OII)," says Richard Moroney.
The editor of the blue chip advisory, Dow Theory Forecasts, explains, "Most of the world's untapped oil reserves lie under the ocean floor, and oil producers are spending an increasing portion of their capital budgets on deepwater drilling."
"While oil prices don't directly affect Oceaneering International's profits and cash flows, they do move the stock. Oil prices fell by two-thirds in the second half of 2008, pushing Oceaneering shares under $20 for the first time since July 2005.
Continue reading Smooth seas for Oceaneering International (OII)
Posted Feb 6th 2009 2:15PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Oil, Stocks to Buy
"What's going on with Transocean (NYSE RIG), the owner of the world's biggest fleet of offshore drilling rigs?" asks Richard Moroney, a specialist in blue chip stocks.
In his Dow Theory Forecasts, he explains, "The shares plunged 67% - nearly $100 a share - in 2008, and we can't blame the usual suspects." Here, he explains why he continues to rate thes stock a "Focus List Buy" in his blue chip-focused advisory service.
"Poor operating performance? Wall Street expects 2008 per-share profits of $14.34, up 68%. Shaky future? Transocean is expected to grow per-share earnings 4% in 2009 and 10% annually over the next five years.
"Fundamentals eroding? Not at all. The balance sheet is sturdy and the backlog stout at $41 billion, or three times expected 2009 revenue. Rather, we see two chief contributors to Transocean's steep slide, and neither should jeopardize long-term prospects.
Continue reading Transocean (RIG): A platform for profits?
Posted Jan 20th 2009 3:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Obama Picks
"One of my favor defensive sectors is healthcare," says Elliott Gue; the contributing editor to Personal Finance looks to Quality Systems (NSDQ: QSII), a company that helps automate medical records.
Quantitative analyst Richard Moroney also sees opportunity in the same niche sector. In his Upside newsletter, he looks to a competing play, Cerner (NASDAQ: CERN). Here are their reviews.
"The President made health care a centerpiece of his campaign, including investments in health care-related information technology (IT).
"Health care IT systems can save doctors' offices and hospitals significant administrative costs as well as prevent mistakes. In addition, some major health insurance firms are already putting heavy pressure on their physician networks to adopt these systems."
"Medical offices and hospitals are seeking to automate many functions, from storing patient records online to automatically submitting insurance claims for reimbursement.
"It's estimated that as much as 90% of health care records at smaller medical practices are still maintained in paper form, while even bigger hospitals keep close to half of their records manually.
"Quality Systems, a holding in our growth portfolio, is a leading provider of such systems. It sells software used to manage electronic patient records, billing, scheduling and other common administrative functions for medical and dental practices.
Continue reading Obama's plans boost electronic medical records firms
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