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Top Picks 2011: Computer Sciences (CSC)

Computer Sciences (CSC) logoThis 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.

"Computer Sciences (CSC) -- our top pick for 2011 -- is a global leader in providing information technology and related services to commercial accounts and government agencies," says Sy Harding.

The editor of Street Smart Report explains, "In our view, the wind is likely to be at the company's back as the economic recovery continues to strengthen over the next two years.

Continue reading Top Picks 2011: Computer Sciences (CSC)

Market Timer Says It's Time to Buy Japan

"There are a number of fundamental and technical reasons behind recommending that intermediate-term investors now look at Japan," says market timing specialist Sy Harding.

The editor of Street Smart Report explains, "Japan‟s central bank that it will implement another round of comprehensive monetary easing to try to get its stumbling economic recovery going again. The Bank of Japan said it will lower its policy interest rate to zero.

"Like the U.S. Fed Funds Rate, which is currently set at a range of 0 to 0.25%, the Japanese interest rate is already at 0.1%, about as close to zero as it could get without actually being there.

Continue reading Market Timer Says It's Time to Buy Japan

A Look at the Four-Year Presidential Market Cycle

"In our latest report, we review the Four-Year Presidential Cycle, and the fact that we are still in the usually dangerous first two years of the current cycle," notes Sy Harding, a market timer who specializes in seasonal trading patterns.

The editor of Street Smart Report explains, "A few observations are in order given the current high level of bullish and complacent investor sentiment, and the market's overbought technical condition.

"Since at least 1917, each administration has almost always allowed the correction of any excesses in the economy and stock market to take place in the first or second year of their four-year term.

Continue reading A Look at the Four-Year Presidential Market Cycle

New Revenue Cycle to Boost Microsoft (MSFT)

"Microsoft (MSFT) handled the recent recession quite well, one of the most serious recessions since the 1930s, in which there were substantial declines in both consumer and business spending," says Sy Harding.

The editor of The Long and Short Stock Advisory explains, "And this was in spite of the cool reception of its Vista operating system, which was intended to replace Windows XP. Overall, we consider the stock to be a potential 'over-performer.'

Continue reading New Revenue Cycle to Boost Microsoft (MSFT)

Top Picks for 2010: Diamond Foods (DMND)

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"Diamond Foods (DMND), a player in nuts and pop corn, is our top pick for 2010," says Sy Harding.

In his The Long & Short Stock Advisor, he explains, "The company seems to have had no problems with the recession or slow economy."

Continue reading Top Picks for 2010: Diamond Foods (DMND)

Top Picks for 2010: Monsanto (MON)

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"Monsanto (MON) is my top investment idea for 2010," says Sy Harding, an advisor well-known for his seasonal timing strategies.

In his Street Smart Report, he observes, "Monsanto is the world's leading provider of biotech-advanced seeds and agricultural products for growers; seeds for corn, soybeans, cotton, fruit, and vegetables, which are produced by its genomics division."

Continue reading Top Picks for 2010: Monsanto (MON)

Back to school with Apollo Group (APOL)

In his new advisory service, Sy Harding looks for both long and short opportunities, based on both technical and fundamental factors.

In The Long and Short Advisor, he recently chose Apollo Group (NASDAQ: APOL) -- a leader in providing higher education to working adults -- as a new "long" recommendation.

The advisor explains, "Founded in 1973, Apollo now has more than 420,000 students, with more than 80% working full time. Its subsidiaries include the University of Phoenix, the College of Financial Planning, Insight Schools Inc., Institute for Professional Development, and Western International University.

Continue reading Back to school with Apollo Group (APOL)

Online security boosts VeriSign (VRSN)

Sy Harding, long-known as one of the newsletter advisory world's top market timers, has launched an new service -- Street Smart Long & Short Stock Advisory. Among his first buy recommendation is VeriSign (NASDAQ: VRSN).

Says Harding, "Chances are if you make online purchases of goods or services, VeriSign is involved, providing the website with the system and safeguards that protect the privacy and security of the transactions."

"VeriSign operates in several important areas of Internet commerce and communication. Since November, 2007 the company has sold 11 non-core businesses and its share of joint ventures, taking in some $575 million, to focus its attention on its core businesses.

Continue reading Online security boosts VeriSign (VRSN)

Top Stock Picks '09: Zimmer Holdings (ZMH)

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.

For his top stock pick for 2009, market timing expert Sy Harding looks to medical products company, Zimmer Holdings (NYSE: ZMH).

In his Street Smart Report, the advisor looks at the maker of orthopedic implants, noting, "Currently trading at just 1.6 times books value, 2.3 times sales, and at 9.5 times earnings, the stock is a bargain."

Harding explains, "Zimmer designs and manufactures orthopedic implants, including joint, dental, and spinal replacements, as well as surgical instruments designed to aid in orthopedic surgery and post-operation rehabilitation.

"The company has been growing steadily from both rising sales of its own products, and from acquisitions. Its most recent acquisition was Abbott Spine, acquired from Abbott Labs for $360 million.

"The acquisition was funded from cash on hand and its already existing credit line, worth noting given how the credit crunch is causing problems for many companies. Zimmer's ratio of long-term debt to equity is only about 20% of its industry's average, and it maintains a high level of cash.

Continue reading Top Stock Picks '09: Zimmer Holdings (ZMH)

Drug and health care stocks: The right prescription for 2009

Health care has long been considered a recession-resistant business. Given the current economic challenges, it's little surprise that in our survey of favorite stocks for the coming year, a number of leading advisors turned to this classic defensive sector.

In this year's Top Stock Picks from 75 advisors report, we found an intriguing group of medical-related stocks, from speculation in emerging biotech to well-established pharmaceutical firms, and from medical products makers to medical services firms focused on increasing health care efficiency and early disease detection.

Mike Cintolo, editor of The Cabot Market Letter, thinks Myriad Genetics (NASDAQ: MYGN) could be a "big winner in 2009," The company is a lead in the new field of cancer predisposition testing. For Mike's full report, read Top Stock Picks '09: Myriad Genetics.

Chuck Carlson, editor of The DRIP Investor, sees both quality and potential in Bristol-Myers Squibb (NYSE: BMY). For Chuck's full report, read Top Stock Picks '09: Bristol-Myers Squibb.

Continue reading Drug and health care stocks: The right prescription for 2009

Presidental stock market cycle picks no favorites

Sy Harding, long-known for his work in cycle analysis, takes a look at the history of Presidential Election Cycle and what this portends for the next few years.

Interestingly, he explains how and why this cycle will impact the direction of the stock market in coming years regardless of which candidate becomes the country's next President. Here's his long-term assessment from his Street Smart Investing.

"As Paul Harvey once said, 'In times like these it helps to recall that there have always been times like these.' Yet the world hardly ever comes to an end. The future arrives. The cycles continue. Sunny weather still follows stormy weather, winter still follows summer, spring still follows winter -- every time.

"For investors there's nothing more important than recognizing that business, the economy, and markets also move in cycles, not endless straight lines. Recessions follow boom times, bear markets follow bull markets, bull markets follow bear markets -- every time.

"There are two cycles, one of intermediate-term duration, the other longer-term, which can be of significant importance to investors. The first is the annual seasonal cycle.

Continue reading Presidental stock market cycle picks no favorites

Contrarian turns bullish on market 'gloom'

"Gloom is thick enough to cut with a knife," says market historian and seasonal timing expert Sy Harding, whose timing system has just triggered a new intermediate-term buy signal on stocks. Here, in his Street Smart Report, the contrarian explains why he believes we are now near a market low.

He also looks at four new ETF index positions he has established in his portfolio. "The slowdown continues. Foreclosures soar. Debt problems are spreading to corporate and credit card loans. The housing collapse continues. The problems are affecting employment.

"And of course the credit crunch continues. Gasoline hit a record high $3.26 a gallon last week. Consumer confidence, and corporate CEO confidence is at multi-year lows regarding the economy.

"The gloom and doom has spread from financial publications to local newspapers and magazines, now featuring stories of layoffs and local plant closings, local small businesses suffering, comparisons to previous bad times, even occasionally to the Great Depression.

"Is the gloom thick enough? Are other conditions in place indicating we are near a market low? Here's why we think so:

Continue reading Contrarian turns bullish on market 'gloom'

As inflation rises, is stagflation next?

In his Street Smart Report, market historian and seasonal timing expert Sy Harding takes an in-depth look at the economic outlook, explaining the Fed's concerns over inflation and potential stagflation.

"Investors in their thirties and forties often don't understand why the Federal Reserve sometimes becomes very worried about inflation.

"Their experience has been that, sure, the price of most everything rises over the long-term. But so what? They now pay $30,000 for automobiles their parents paid $10,000 for, and their grandparents bought for $2,000. Homes that sold for $50,000 in a previous generation now sell for $250,000.

"But their income has grown even faster, so their standard of living is significantly higher than it would have been fifty years ago. So what's to worry about inflation?

Continue reading As inflation rises, is stagflation next?

Best Stocks for 2008: Timing expert goes for US Dollar Index Bullish (UUP)

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.

"My top pick for 2008 is the PowerShares U.S. Dollar Index Bullish (ASE: UUP)," says seasonal timing expert Sy Harding in his Street Smart Investor.

"The US dollar has been in a frightful decline against most global currencies for six years now. Its decline has served the US economy well. Among other positives, the weaker dollar made US exports less expensive for foreign consumers, while making imports more expensive for US consumers.

"That has been a win-win situation for US manufacturers in a period when US manufacturing has been a struggling sector of the economy.

"The weaker dollar has made travel to the US, and shopping here, a happy experience for foreign travelers. Without purchases of second homes by foreign buyers, the plunge in the housing market would have been even more severe.

Continue reading Best Stocks for 2008: Timing expert goes for US Dollar Index Bullish (UUP)

Best Stocks for 2008: Aegon (AEG) looks to insure Taiwan

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.

"My favorite conservative stock for 2008 is Aegon (NYSE: AEG), a large diversified life insurance and pension services company headquartered in the Netherlands," says Sy Harding, editor of Street Smart Investing.

"Aegon conducts 73% of its business in the Americas, 14% in the United Kingdom, and 11% in the Netherlands. Value Line estimates the company's revenue will grow by 10% in 2007, with earnings per share rising 8%.

"The company has been on an impressive growth track since 2005, and its goal is to double the level of its 2005 business by the year 2010. With 2007 revenues running 48% higher than 2005, the company seems well on its way to achieving that goal.

"Demand for Aegon's products and services should continue in 2008 as longer life expectancies provide a growing demand for pensions and other retirement needs. And in December 2007, Aegon finalized a joint venture agreement with Taishin Financial Holdings Co., headquartered in Taiwan.

Continue reading Best Stocks for 2008: Aegon (AEG) looks to insure Taiwan

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Last updated: February 11, 2012: 01:23 PM

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