It was a fantastic day for the Portfolio. It started the day up 7.3% and finished the day up 10.0%. While every stock in the portfolio was up (except for energy, it was a tough day for oil), it is important to remember that many of them were under their 50 day M.A. and looking very weak. Remain cautious, but enjoy the gains.
I am going to take this opportunity to mention a few stocks that have been mentioned. I have interviewed three smart guys recently, and I wanted to do a little recap.
Stephen Check; Editor of the Blue-Chip Investor
If it is undervalued Large-caps that you seek, Steve told us to look no further than these three beat-up stocks:
MBIA Inc. MBI - This credit insurer has seen better days, but Steve points out that MBI has been through crisis before and has never to pay out a claim. He calculates the current book value at $54 and the adj. book value at $80.
Staples SPLS - This stock has traded straight down since April, but Steve, ever the optimist, says that slowing business growth may shake some of their competitors right out of business. Interesting fact; SPLS is the number 2 Internet retailer (according to Steve).
Harley Davidson HOG - The stock was up 40% last year, but has given it all back this year. While Steve admits that a slowing economy and an aging Baby-Boomer will hurt HOG's sales, he believes that international sales will help the turn-around. The stock also trades at 12.8x earnings, historically undervalued.
Drew Crum; Publishing & Entertainment analyst - Stifel, Nicolaus & Co.
We discussed technology's impact on the publishing and entertainment industries. then we discussed his favorite company in each industry.
John Wiley JWA - This publishing company acquired one of its biggest competitors. The acquisition has loaded the balance sheet with debt, but instantly increased free-cash flows. He has set a price target of $53.
Marvel Entertainment MVL - Drew believes that the starting their own production company will smooth out otherwise "Lumpy" earnings. MVL has two blockbuster releases next year, Hulk and Ironman, which should give the stock a boost. He has set a $35 price target.
Doug Fabian; Editor of Makingmoneyalerts.com
Doug is an ETF guru, believes that the US markets are do for a rally, while the Asian markets will cool off. For traders, he recommends FXP, which essentially shorts the Chinese index, and EEV, which shorts emerging markets. For investors, he recommends EFA, Morgan Stanley's International Blue-Chip ETF.
Domestically speaking, he would be long all the major index funds, in anticipation of a year-end rally.
Subscribe to:
Post Comments (Atom)
1 comment:
some successfyul stock picks
Post a Comment