FeedPosted Nov 26th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy
"Holly Corp. (HOC), an independent petroleum refiner gave a solid 'Buy' signal a little over two months ago and appears poised to continue moving a lot higher," suggests Mike Turner, editor of the newly-launched advisory service, Mastering the Markets.
"Holly Corp. is my top-ranked 'Doubler' -- my list of stocks with the potential to double in price. With regard to HOC's fundamentals, I like the following:
"First, Holly has delivered impressive year-over-year earnings growth of +34.8%. I also look at multi-year (3 to 5 years) average earnings growth, as this tells me if a particular company has long-term staying power. In this case, HOC has delivered exceptional five-year average earnings growth of +25.7%.
Continue reading Holly Corp. (HOC): A 'potential double'
Posted Nov 26th 2009 10:00AM by Steven Halpern (RSS feed)
Filed under: Forecasts, Newsletters, S and P 500, DJIA, Stocks to Buy
"Is a stock market correction imminent?" asks market historian, timer and money manager Jim Stack.
In his Investech Market Analyst, he answers, "Yes. But, actually, one could answer that question the same way at almost any stage of every bull market in history. Corrections are always imminent in bull markets, with the only question being how severe the next correction will be."
Here, he looks at the market's history to help forecast both the likelihood of an upcoming correction as well as the historical evidence for a "Santa Claus rally."
Continue reading Corrections, seasonality and Santa Claus
Posted Nov 25th 2009 3:10PM by Joseph Lazzaro (RSS feed)
Filed under: Ciena Corp (CIEN), Stocks to Buy

Ciena Corp.'s (
CIEN) stock has underperformed since the
May 19, 2009 Buy recommendation at $11.27, but I'm sticking with the shares. Here's why:
Much of the selling in broadband/bandwith play CIEN's shares has occurred ahead of its December 10 Q4 earnings report, and given that CIEN is likely to post year-over-year improving results despite a loss for the quarter, the selling suggests that some short-term institutional investors (IIs) are taking profits 'ahead of the quarter, ahead of the pack.' Keep in mind that Ciena traded at/near $5 earlier this year.
Continue reading Ciena: Recent dip suggests year-end profit-taking
Posted Nov 25th 2009 10:30AM by Jim Cramer (RSS feed)
Filed under: Wal-Mart (WMT), Market matters, Sears Holdings (SHLD), Kohl's Corp (KSS), Stocks to Buy, Cramer on BloggingStocks
TheStreet.com's Jim Cramer says you can't ignore the positive outlook of Phillips-Van Heusen's CEO. Can you be as bearish about retail if the company that has almost half the dress shirt business in the country, the one that has more than half the neckwear in this country, the one that has more than 600 stores and is in Kohl's (
KSS) (
Cramer's Take), Wal-Mart (
WMT) (
Cramer's Take), Sears (
SHLD) (
Cramer's Take) and just about everyone else, tells you that things are booming?
Continue reading Cramer on BloggingStocks: This bullish retail story looks like a good fit
Posted Nov 24th 2009 5:00PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy

The used car trend in the United States isn't ending anytime soon, which is why I'm reiterating my buy rating for auto parts giant O'Reilly Automotive Inc. (
ORLY), first recommended
on May 18, 2009 at a price of $37.02.
One argument holds that frugal consumers in U.S. will delay getting maintenance done on their used vehicles, due to tight budgets. But that delay can only occur for so long: critical maintenance must be performed, eventually. Further, the U.S. auto fleet's increasing age provides another tailwind for ORLY's sales. The First Call FY2009/FY2010 EPS estimates for ORLY
are $2.24 to $2.59.
Continue reading O'Reilly Automotive: A used car maintenance play
Posted Nov 24th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: Baxter Intl (BAX), Stocks to Buy
"Baxter International (BAX) benefits from a robust balance sheet, solid operating momentum, and rising earnings estimates," says blue chip advisor Richard Moroney in Dow Theory Forecasts.
The advisor explains, "The first company to commercially prepare intravenous treatments, Baxter has manufactured and distributed medical products since 1931. It primarily works with blood and plasma, a business with recession-resistant tendencies.
"Its BioScience unit produces clotting agents for hemophilia and biotech drugs that treat both immune deficiencies and cancer.
Continue reading Baxter (BAX): Bank on blood products
Posted Nov 24th 2009 11:30AM by Joseph Lazzaro (RSS feed)
Filed under: Anadarko Petroleum (APC), Stocks to Buy
So much for oil plummeting to $30 per barrel on a supply glut. The price of oil, the world's most vital commodity, is currently largely divorced from supply/demand fundamentals, and that's one reason I'm reiterating my buy rating for oil/natural gas company Anadarko Petroleum Corp. (APC), first recommended on May 14, 2009. at a price of $43.55. If you bought APC in May, you're up about 45%.
Look for APC to post a 2% to 4% production increase in FY2009, followed by a 4% to 5% rise in FY2010. Further, institutional investors are looking past this year's likely bottom-line loss, and toward better quarters in FY2010 -- which is a major reason Anadarko's stock is up substantially since May.
Continue reading Anadarko: Well-positioned for the oil/natural gas boom
Posted Nov 24th 2009 10:10AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Activision Inc (ATVI), Stocks to Buy
"As a conservative long-term oriented investor I tend to keep individual position sizes to no more than 5% of the overall portfolio; however in the case of Activision Blizzard (ATVI), I'm building a more concentrated position that I expect to pay off in the next two to three years," says Asif Suria.
In his The SINLetter advisory, he offers 10 reasons why he believes the stock is an attractive core long-term investment. He explains, "My goal is to eventually build this position until it represents 20% of my personal portfolio. Here are 10 reasons behind this decision.
1) Activision released the highly anticipated game Call of Duty: Modern Warefare 2 and racked up $310 million in sales from the United States and United Kingdom over a 24 hour period. With Christmas right around the corner, the final sales numbers for this edition of Call of Duty are going to be much bigger.
Continue reading Activision Blizzard (ATVI): 10 reasons to buy
Posted Nov 23rd 2009 5:30PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy

If you haven't already and you can tolerate moderate risk, now's the time to purchase shares of The TJX Companies (
TJX) and I'm reiterating my buy rating, first recommended
on June 22, 2009 at a price of $21.48. If you bought TJX in June, you're up about an impressive 80%.
Off-price family apparel and home fashion retailer TJX (operator of the T.J. Maxx, Marshalls and HomeGoods chains) is in the discount retail sweet spot: it's poised to gain market share in the era of the 'frugal consumer.'
Continue reading TJX: Back up the truck
Posted Nov 23rd 2009 3:40PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy
Unlike France, the United States did not build nearly enough nuclear power plants in the last two decades of the 20th century to accommodate its power needs, and it will spend the next two decades playing catch-up, which is why I'm reiterating my buy rating for Entergy Corp. (ETR), first recommended on May 12, 2009, at a price of $74.31.
Entergy, the second largest nuclear power generator in the U.S. (30,000 megawatts) will be a part of that mix, with its regulated utilities likely to register average earnings per share growth of 5% to 7% over the next three years. Meanwhile, the planned spin-off of its non-utility-regulated nuclear business, called Enexus, holds the promise of even stronger revenue and earnings growth. The First Call FY2009/FY2010 EPS estimates for ETR are $6.37 to $6.70.
Continue reading Entergy: Pull-back is buy opportunity
Posted Nov 23rd 2009 1:40PM by Joseph Lazzaro (RSS feed)
Filed under: NIKE, Inc'B' (NKE), Stocks to Buy

After meandering for most of the summer, Nike Inc.'s (
NKE) stock has accelerated above its 50-day moving average, and that's one reason I'm Reiterating my Buy rating for the company's shares, first recommended
on May 12, 2009 at a price of $50.98. If you bought NKE in May, you're up about 27%.
Look for Nike to record a roughly 7-9% earnings gain in 2010, aided by emerging market sales gains. What's more, the major source of institutional investors's (IIs') concern this summer – U.S. sales – appears to be fading: 2010 U.S. sales will likely drop 2-3%, due to the continued 'frugal consumer' trend – a down year but certainly not a disaster, for NKE, which does about 60% of its business outside the U.S. The First Call FY2010/FY2011 EPS estimates for NKE
are $3.65 to $4.01.
Continue reading Nike is in an uptrend
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