stephen leeb posts
FeedPosted Nov 2nd 2009 10:40AM by Steven Halpern (RSS feed)
Filed under: International markets, China, Brazil, Newsletters, Commodities, Oil, Stocks to Buy
"We're adding Brazil's Vale S.A. (NYSE: VALE), the world's leading iron ore producer, to our model growth portfolio," says growth stock expert Stephen Leeb.
In his The Complete Investor, he explains, "This outstanding company offers investors simultaneous stakes in two key areas: iron ore-a commodity essential to any and all infrastructure projects-and Brazil's appreciating currency, the real.
"When it comes to understanding the importance of a commodity such as iron ore, the tale starts with China. Even with China's GDP growth again approaching double digits, the Chinese government continues to aggressively promote growth, offering consumers incentives to buy cars and investing in infrastructure, from roads to bridges to sewers to energy plants.
Continue reading Vale S.A. (VALE): Mining for value in iron ore
Posted Oct 14th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Teva Pharm Indus ADR (TEVA), Stocks to Buy, Israel, Obama Picks
"The health care picks in our growth portfolio should prosper whatever the outcome of the raging health care debate," suggests growth stock specialist Stephen Leeb.
In The Complete Investor, he explains, "That's because they're leveraged to demographic realities, and in particular to the tide of aging baby boomers," Here, he reviews on portfolio holding -- Teva Pharmaceuticals (NASDAQ: TEVA).
Leeb says, "Israel-based Teva Pharmaceutical is the world's largest manufacturer of generic drugs. Capitalized at $49 billion, Teva pulled in some $11 billion in revenues in 2008, with generic drugs contributing more than two-thirds of those sales.
Continue reading Teva (TEVA): Baby-boomers give boost to generics
Posted Sep 10th 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Obama Picks
"CVS Caremark (NYSE: CVS), the nation's largest U.S. drugstore chain, remains a buy in our model growth portfolio," says Stephen Leeb.
In his The Complete Investor, he explains, "Business at CVS has been resilient. In the second quarter, revenue growth was up 22% for its pharmacy benefits management (PBM) business and 17% for retail operations.
"Total sales, almost evenly divided between the two segments, rose 18% to $24.9 billion. Earnings of $886.5 million, or 60 cents a share, were 13% higher than in the year-earlier period and beat consensus estimates by a penny.
Continue reading CVS (CVS): An 'exceptional company'
Posted Aug 10th 2009 11:20AM by Steven Halpern (RSS feed)
Filed under: Wal-Mart (WMT), Newsletters, Stocks to Buy, Recession
"Wal Mart Stores (NYSE: WMT), the world's largest retailer, with $405 billion in revenues last year, has remained remarkably strong during the recession even as other retailers have floundered," says Stephen Leeb.
In his The Complete Investor, he explains, " Its low prices have lured more customers, while its product line-up emphasizes items seldom cut from consumer budgets, such as food and health care products." Here's his review.
"Its Wal-Mart stores draw an estimated 100 million people a week, explaining why the company dominates the U.S. supermarket industry, with a better than 25% market share. The company also sells under numerous other names, including Sam's Club.
Continue reading Wal-Mart (WMT): A 'giant without peer'
Posted Jun 18th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, International Business Machines (IBM), DJIA, Stocks to Buy
"Overall, we believe quality technology stocks offer above-average growth potential and attractive valuations," says Gregory Dorsey.
In Stephen Leeb's The Complete Investor, he explains, "International Business Machines(NYSE: IBM) has plowed ahead despite a daunting economic and business environment; we are adding the stock to our Growth & Income Portfolio."
"For prudent investors in this challenging economy, most of the major technology companies are financially solid, often with little or no debt and lots of cash on their books. This makes them good long-term vehicles even if the economy remains off the rails for a prolonged period.
Continue reading IBM (IBM): Growth and value
Posted May 28th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Schlumberger Limited (SLB), Commodities, Oil, DJIA, Stocks to Buy
"Over the next five years the energy patch should offer some of the best investments around, and one standout is Schlumberger (NYSE: SLB)," says Stephen Leeb in The Complete Investor.
"Schlumberger, by a wide margin, is the best and most dominant. Its services range from well testing to pressure pumping to seismic testing, and it's No. 1 in virtually every area it occupies.
"Some of its operations, especially those that maintain the health of existing wells, are highly recession-resistant.
Continue reading Schlumberger (SLB): A 'standout' in oil services
Posted May 8th 2009 4:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, PetroChina Co Ltd ADR (PTR), Commodities, Oil, Stocks to Buy
This post is part of a 12 articles feature on the best bets for investing in China. To see all the other recommendations in this special report, click here.
"Amidst all the concern about the U.S. economy and stock market, investors may gain some solace, as well as profits, by looking east-to China, where there are signs the huge government stimulus is bearing fruit," explains Stephen Leeb.
In The Complete Investor, he adds, "For income investors, it makes good sense to own carefully selected dividend-generating Chinese securities such as PetroChina (NYSE: PTR) and China National Offshore Oil Corp. (NYSE: CEO).
Here, the growth and income advisor reviews the two Asian energy plays.
Continue reading Leeb looks east to find energy favorites
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?
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