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FeedPosted Nov 19th 2009 10:50AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Research in Motion (RIMM), Stocks to Buy
"Suddenly, no one likes Research in Motion (RIMM) any more, at least that's the impression you get from the media," observes Gordon Pape. In his Internet Wealth Builder, he offers a contrary -- and bullish -- view of the smartphone maker.
"To hear some analysts tell it, the BlackBerry maker is going the way of Nortel. It's just a matter of time. For example, analyst Jim Suva of Citigroup Global Markets recently issued a sell signal on the shares, saying that RIM's long-time dominance of the smart phones market is over.
"For the record, many analysts disagree with Suva's assessment. Credit Suisse has reiterated its 'outperform' rating with a target price of $95. Bank of America/Merrill Lynch has a $100 target, Scotia Capital has a $103 target and CLSA Asia-Pacific Markets has a target of $100.
Continue reading Research in Motion (RIMM): A 'love-hate' relationship
Posted Nov 17th 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: International markets, India, China, Russia, Newsletters, Commodities, Stocks to Buy
Daniel Frishberg -- a former Wall Street insider and the current host of BizRadio -- offers an intriguing glimpse behind the scenes of the gold market.
In his The Moneyman.com Gold & Oil Report, he questions the role of not just overall market fundamentals, but short positions held by institutions. He also looks to a new long positions in silver.
Frishberg explains, "There are plenty of reasons to be bullish on the future of gold prices, including a weak US dollar. Further, India's Central Bank recently announced their purchase of gold from the IMF. Russian and Chinese Central Bankers have also expressed an interest in purchasing the remaining IMF gold.
Continue reading Gold and silver: Frishberg looks behind the scenes
Posted Nov 13th 2009 3:20PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy
"New Oriental Education (NYSE: EDU), which offers English language instruction to Chinese students, recently fell sharply after disappointing the Wall Street crowd," says Tony Sagami.
In his The Asia Stock Alert. the China stock specialist suggests, "This pullback is creating a buying opportunity. Indeed, this is your big chance to buy it on sale.
"Digging deeper, EDU's numbers contain both bad and good news. Among the good news, EDU earned $1.57 per share of profits last quarter, which is exactly what the consensus forecast was and 27% more than the same period last year.
Continue reading New Oriental (EDU): Language instructor 'on sale'
Posted Nov 13th 2009 1:40PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual funds, Stocks to Buy, Green Stocks, Obama Picks
"Being socially responsible means different things to different people; however, in the mutual-fund world, it refers to funds that combine progressive 'social' mandates with investment criteria," explains fund expert Mark Salzinger.
In The No-Load Fund Investor, he suggests, "We have no problem with the concept of socially responsible funds for an investor who wants his investments to reflect his values, provided that the funds have also provided good risk-adjusted returns." Here, he looks at two favorites.
"Funds that call themselves socially responsible usually avoid stocks that don't meet progressive, or politically liberal, standards of environment impact, workplace environment, and diversity/tolerance and community involvement.
Continue reading Parnassus: Favorite funds for socially responsible investors
Posted Nov 10th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"I'm excited about Quanta Services (PWR), a contracting company that specializes in building utility transmission and distribution infrastructure," says Ian Wyatt.
In his Top Stock Insights, he explains, "The current focus in the U.S. of projects that improve energy conservation, utilize renewable resources, and improve air quality make Quanta an excellent long-term growth opportunity.
"Its customers are in the electric power, gas, telecommunications, and cable television industries. These are stimulus spending customers; i.e., big government organizations and utilities companies.
Continue reading Quanta Services (PWR): Infrastructure power play
Posted Nov 9th 2009 3:20PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
Jack Adamo looks to Novatel Wireless (NVTL) as a new buy. In his Insiders Plus newsletter, he assesses the firm's newest products and recent insider buying.
"Novatel provides wireless broadband access solutions for the mobile communications market worldwide. The company offers third generation (3G) wireless PC card and ExpressCard modems, embedded modems, USB modems and other fixed-mobile convergence solutions. It also provides many related support services.
"Novatel recently pulled back from a huge run-up to a near-term high of $14 after announcing a mixed shelf-offering. The market did not like the possibility of earnings dilution from more shares.
Continue reading Insiders eye Novatel (NVTL)
Posted Nov 9th 2009 1:40PM by Steven Halpern (RSS feed)
Filed under: India, China, Newsletters, Commodities, Oil, Stocks to Buy

"Peabody Energy (
BTU) remains a buy in our 'gushers portfolio'." says energy sector expert
Elliott Gue.
In his The Energy Strategist, he explains, "Strong demand for coal from India and China is a growth story that will play out in 2010."
Gue explains, "Peabody reported its third quarter results and share prices have reacted positively. The weakness in US coal markets remains a challenge, but Peabody has taken steps to shore up profitability in the US, cutting back planned production and locking in contracts for 2010 at fixed prices.
Continue reading Peabody (BTU): Energy expert looks to coal
Posted Nov 5th 2009 1:10PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Gilead Sciences (GILD), Stocks to Buy
"Gilead Sciences (NASDAQ: GILD) develops treatments for life-threatening diseases and specializes in drugs for HIV, the virus that causes AIDS," notes Hannah Choe.
The contributing editor to Personal Finance explains, "Already the market leader in HIV antivirals, Gilead is in the beginning stages of developing Quad, the first-ever, four-in-one AIDS pill.
"The manufacture of HIV drugs, which accounts for more than three-quarters of revenue, is Gilead's highest-grossing business. This segment has held up through the recession; in the second quarter product sales for the antiviral franchise grew 26% from a year ago to $1.41 billion.
Continue reading Gilead (GILD): New potential in 4-in-1 HIV drug
Posted Nov 5th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Canada, Commodities, Stocks to Buy
"We have very few buy recommendations currently; one exception is Franco-Nevada (Toronto: FNV.CA)," says resource expert Adrian Day.
In his The Global Analyst, the advisor explains, "Franco Nevada is one of our all-time favorites; it has top management, a solid balance sheet, and risk-averse business plan.
He continues, "The company previously merged with Newmont, and was reborn in a spin off nearly two years ago. Although the stock has nearly doubled since the IPO, it still represents good value.
Continue reading Franco Nevada (FNV): A core holding in gold
Posted Nov 4th 2009 11:40AM by Steven Halpern (RSS feed)
Filed under: Newsletters, AFLAC Inc (AFL), Colgate-Palmolive (CL), Stocks to Buy
"One way to build an inflation hedge into your investment cash flows is to focus on stocks that are likely to boost their dividends on a regular basis," explains dividend specialist Chuck Carlson.
In his The DRIP Investor, which focuses on blue chip companies offering dividend reinvestment programs, he notes, "Since dividends are paid with cold cash, they can't be faked. Either you pay the dividend or you don't. They can't be some figment of accounting magic." Here, he looks at three favorite blue chips with strong dividend records.
Continue reading Dividend growth trio: Aflac, Medtronic and Colgate-Palmolive
Posted Nov 3rd 2009 10:40AM by Steven Halpern (RSS feed)
Filed under: Amazon.com (AMZN), Newsletters, Stocks to Buy
Two of the newsletter industry's leading growth stock advisors remain bullish on the prospects of online retailer Amazon.com (NASDAQ: AMZN), based on growth in not only online retailing but new market areas ranging from the Kindle e-reader to cloud computing.
Mike Cintolo, editor of The Cabot Top Ten Report, explains, "Amazon.com recently blew away earnings expectations." Meanwhile, Alexander Green, investment director at The Oxford Club, says, "In our view, the best lies ahead for the company." Here are their reviews.
Mike Cintolo continues, "Amazon announced that its Kindle e-book reader is now its most popular selling item, both in units and in dollars. That led to a big acceleration in revenue growth (28%, the fastest in five quarters), while earnings leaped 67%.
Continue reading Amazon (AMZN): 'The best is still ahead'
Posted Oct 30th 2009 1:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy
"Shanda Interactive, a Chinese purveyor of interactive entertainment and media technology, offered U.S. investors a piece of its video game business, Shanda Games (NASDAQ: GAME)," notes Brandon Clay.
In his Invest with an Edge, he explains, "Shanda Games has its risks but also packs a lot of potential, especially as a speculative China play.
"GAME was one of the most widely-anticipated IPOs of 2009. The buzz surrounding Shanda Games was so intense that the company raised the offering from 63 million to 83.5 million shares just to meet demand.
Continue reading Shanda Games (GAME): Video games 'pack potential'
Posted Oct 30th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"The U.S. Energy Department is sponsoring a race to develop an obscure industrial process -- carbon capture and sequestration (CCS) -- and the winners of the race will receive $1.4 billion -- yes, billion, with a B," says Andy Obermueller.
In Government-Driven Investing, he says, "My pick to profit from among the 12 companies selected to compete in this scientific 'Olympiad' is Praxair (NYSE: PX)."
"This industrial-gas company owns hundreds of CCS patents, technology that could turn a coal-fired power plant -- about the dirtiest thing in the world, emissions-wise -- into one of the cleanest.
Continue reading Praxair (PX): The 'race' for carbon capture
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