WSR Momentum Stocks: Dec. 26, 2007

This is a new segment designed to highlight the hottest small cap stocks ($2 billion and under) mentioned in my Money interviews. Each stock shows positive momentum and strong earnings growth. Shoot me a comment if you would like to see more posts like this.

Manitowoc Co. MTW - This crane company is in the sweet-spot of the international infrastructure build-out. Earnings are expected to grow almost 30% in 2008.
Click HERE listen my interview with Richard Moroney, where MTW was mentioned.


CTRIP.com CTRP - This is the online place to go for travel in China. It has excellent momentum and earnings are expected to be very strong through the 2008 Olympics.
This stock was recommended by Jim Trippon, click HERE for that interview.


Ansys, Inc. ANSS - This developer of engineering software has had a nice run this year. Revenues are estimated to grow 16% next year as orders continue to flow in.
Anthony Weber, a terrific fund manager, mentioned this stock as one of his favorite holdings; click HERE for that interview.


Stay tuned to see tomorrow's list.

Portfolio Weekend Roundup

Light trading most of the week was simply a calm before the storm. A quadruple Witching day on Friday meant higher volume, and a huge rally. This is the weekly round-up. Stay tuned for the three new Portfolios that will be created in the new year.

Altius Minerals ALS.TO - Finished up on Friday for the first day this week. It seems that the refinery talk has died down. Click HERE for the union labor agreement for construction.
Ansys ANSS - Closed up 4.8% and hit a new 52 week high on Friday. Huge gains this week on no news. Interesting.
Aegean Marine Petroleum ANW - Up 6.2% on Friday to finish the week slightly higher.
Anadarko Petroleum APC - A higher week for oil helped send APC to a new 52 week high on Friday.
ART Technology ARTG - Finished the week little changed.
Aspreva Pharma ASPV - The takeover is going through @ $26 a share.
Yamana Gold AUY - It was a tough week for Yamana. Friday the stock paired most of its weekly losses and announced its dividend; click HERE.
Aspen Technology AZPN - Closed the week slightly higher.
China Mobil CHL - Pulled back right into Jim Trippon's Buy range, and then took off, up 6.5 straight points.
Core Labs CLB - Strong few days for oil helped CLB finish higher three straight days.
China Medical CMED - A strong final four days helped CMED pull above its 5, 20, and 50 day SMA.
Capella Education CPLA - Very good Friday, finishing up 4.7%.
Devon Energy DVN - Up 2.7% on Friday and hit a new 20 day high. It is good to be an energy stock right now.
EnCana ECA - Ended the week with three straight up-days, Like the rest of oil.
Euronet Worldwide EEFT - The bid for Moneygram is turning out to be a bitter feud. Moneygram said it would still consider other proposals; click HERE for the story. Was higher 4 of 5 days this week.
Energy Conversion Devices ENER - A 10% gain on Thurs. helped the stock close slightly higher for the week.
ISHARE MSCI BRAZIL F EWZ - Up four straight days including 3.2% on Friday.
iShares European Monetary Union EZU - Finished the week down slightly.
European DJ Stoxx 50 FEU - A mixed week of trading finishing down slightly.
Female Health Co. FHC - Mixed week of trading. Released 10K after the bell on Friday; click HERE for the results.
Focus Media Holding FMCN - It will enter the Nasdaq 100 next week, and I suspect the gains will continue, as index funds are forced to buy in.
FPL Group FPL - Not a good week for FPL, and closed down another 1.1% on Friday.
First Solar FSLR - More up, than down this week. A nice 8.5% gain on Friday sent the stock to a new 52 week high.
Frontier OIL FTO - The fire in the Cheyenne plant will hurt production and the stock finished down (unlike most energy stocks)
Gafisa S.A. GFA - Ends a four day loosing skid by closing up 3.7% on Friday. There was a nice article in Investors B.D. about the Brazilian home building industry; click HERE.
GoldCorp GG - Finished the week strong, up 3.7% on Friday.
Gol Air GOL - More up than down in a mixed week of trading.
Harvest Energy HTE - Came very close to its 52 week low, and bounced Friday, up 3.6%. This stock is now yielding and astronomical 18.4%.
iShares S&P Latin 40 ETF ILF - A mixed week had this ETF finish slightly higher.
Kinder morgan Energy Partners KMP - Closed 36 cents higher on Friday.
Coca-Cola KO - The stock looked shaky early this week, but closed up 1.3% on Friday.
KV Pharma KV-A - Down Sightly on the week.
LEV Pharma LEVP - The stock did not move as everyone awaits FDA results. Click HERE for a regulatory filing.
Micros Systems MCRS - Up 4.1% on Friday and closed just below their 52 week high.
Noble Corp. NE - Huge week! Up over 2% the last four trading days.
Owens Illinois OI - Charged higher this week, up the last four trading days.
optionsXpress OXPS - New 52 week high on Friday. The street is really high on this one.
Petrolero Braziliero PBR - Very strong week. Up nicely 4 straight days.
Claymont Steel PLTE - The takeover is going well, and they stock trades just below the buying price.
Potash Corp. POT - A mixed week of trading.
Transocean Inc. RIG - Another week, another 52 week high.
CVRD RIO - Great week. Up nicely the last 4 days.
ProShares Ultra Short S&P500 SDS - A Santa Clause rally did not bode well for the inverse ETF.
Synaptics Inc. SYNA - Made some nice 2008 lists, but the end of 2007 is not going well. Down 4 days this week.
Telefonica Sa TEF - A slight bounce after last weeks sell-off.
UniBanco UBB - Monday's sell-off, offset three straight gains to end the week.
United Online UNTD - The slide continues. This stock now yields around 6.8%.
Urban Outfitters URBN - More down than up, in a tough week for retailers.
URS Corp. URS - A few new contracts helped this stock finish strong.
Meridian Bioscience VIVO - A great week for Meridian.
WWA GROUP WWAG.OB - Finished the week down slightly.
Cimarex XEC - Up everyday this week, and hit a 100 day high on Friday.

Portfolio Recap: Dec. 20, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. Thursday featured a mix day of trading, but the three major indices finished in positive territory. Tech looked particularly strong after the great earnings performance of Oracle.
THE GOOD:
ART Tech ARTG - Up another dime today and was placed on a 2008 buy list for software services at Forbes; click HERE.
Aspreva ASPV - Looks as though the deal will get done. Click HERE for the court decision.
Core Labs CLB - Higher oil prices lifted the stock 1.6%.
Euronet EEFT - Finished up 1.9% today. A Moneygram shareholder is pushing for the two companies to work out a deal. Click HERE for the story.
Energy Conversion ENER - Back on track. Up 10.0% today.
Focus Media FMCN - Finished up, for the third straight day. That could be a record for this stock.
Frontier Oil FTO - Has been bouncing around lately. Recently announced that the recent fire will cut production, at the plant, in half. Click HERE for details.
Micros Systems MCRS - Up 1.1.% today even though the stock was initiated as a Hold by Wedbush Morgan (Who?).
optionsXpress OPXS - Up 45 cents today. It has been a recommendation on several of recent interviews.
PetroBras PBR - Continues to climb higher, up 2.6%, after nabbing an upgrade from Citi. PBR announced that 2008 production should be up 14%. Click HERE for details.
URS Corp. URS - Was up 3.5% today, and has looked strong since announcing an agreement with TVA to build gas power generators. Click HERE for the details. URS was also granted a contract to provide a study for the Long Beach Freeway; click HERE.
Cimarex XEC - Up for the 4th straight day and hit a new 20 day high of $42.18 in the process.
THE BAD:
Yamana AUY - Down 3.0% as shareholders agreed to the Meridian buyout; click HERE.
Gol Air GOL - Down another 50 cents today after its two day bounce
Kinder Morgan KMP - Down 40 cents today as it caught a downgrade to Nuetral by SMH Capital (Who?).
Urban Outfitters URBN - No one likes retail right now. Finished down today, and that makes 4 of 5 days.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Finished down for the 4th straight day.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

Portfolio Recap: Dec. 17, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. Monday was a disaster! It is never a good sign when you can count the number of stocks that finished up for the day... on one hand.
THE GOOD: Not much too celebrate today.
Aspreva ASPV - Shareholders accepted the buyout for $26.00 a share from Galenica. Click HERE for the press release.
Euronet EEFT - Up again since the announcement of the $1.65 bill bid for Moneygram. Click HERE for the story. The stock was up 2.7% during a horrible tape; thanks to an upgrade at Citi.
Potash POT - Rarely does up 0.6% qualify for a spot in the "Good" category, but anything in the green deserves some applause.
Cimarex XEC - Up a penny... hooray!
THE BAD: This list would be longer, if I had the strength.
ART Tech ARTG - Since hitting its 52 week high of $4.84, the stock has pulled back 53 cents.
Aegean Marine ANW - Down 7.8% today. Ouch!
China Mobile CHL - Down 4.7% on the day, and right into Jim Trippon's buy range for the stock. In case you did not listen to the latest interview with Mr. Trippon, he said this stock was a buy in the low to mid $80's.
Energy Conversion ENER - Gave away some of its recent gains, down 6.4% on the day.
Focus Media FMCN - It was announced that FMCN will join the Nasdaq 100 on Dec. 24th, 2007. Even with this good news, the stock slid 5.4%. Click HERE for the press release.
Frontier Oil FTO - News that a fire broke out in an FTO refinery. The stock managed to somewhat shrug off the news, finishing down 1.2%.
Gol Air GOL - Has finished down five straight days. Even after this losing streak, GOL was still ranked as an institutional favorite in Brazil, click HERE.
Telefonica TEF - Finished down 4 of the last 5 trading days. Dropped 1.1% on the day and hit a new 20 day low of $95.59.
United Online UNTD - Caught an upgrade at Jeffries & Co. on Friday, down a penny today. Click HERE for the story.
URS Corp. URS - Down 3.0% on the day, and closed just above its 65 day low of $51.16.
THE UGLY: ANYTHING CHINESE or BRAZILIAN.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

New Stocks to the WSR Universe

It has been a busy December tracking down powerful stock picks for 2008. In case you missed one of my recent interviews (shame on you), here is a quick review of the stocks mentioned. All prices listed are from the date of the interview.
Richard Suttmeier Interview 12/6/07
Richard is the Chief Market analyst for Rightsideadvisors.com, and had a number of tech names that he likes right now. He cautions that this is not a "buy and hold" market. Only nimble traders can profit in this environment.
LAM Research Corp. LRCX $47.56, Texas Instruments TXN $32.27, Dell Inc. DELL $24.95, Xilinx Inc. XLNX $22.65, Symantec Corporation SYMC $18.01, and Pfizer Inc. PFE $24.17.
Click HERE to listen to the interview.
Adrian Day Interview 12/6/07
It was great to talk with Adrian again. He is bullish on the long-term price of gold, but believes that Gold prices will be in consolidation mode for the next few weeks. He recommended International Royalty Corp. ROY $5.35, which has exposure to gold and nickel mines.
Click HERE for the interview.
Jason Votruba Interview 12/10/07
Jason is the portfolio manager for the five-star rated UMB Scout Small Cap Fund (UMBHX). He picked three stocks from his core holdings which he believes still have great growth prospects.
PharmaNet Development Group PDGI $41.58 - Help drug companies with clinical trials. New mgmt. has turned the co. around.
FTI Consulting, Inc. FCN $57.80 - A one stop shop for all of your business consulting needs.
Comtech Telecom Corp. CMTL $54.19 - Make modems that can stream data and voice while bouncing the signal off of the lower atmosphere. That sounds impressive.
Click HERE for the interview.
Carl Delfeld Interview 12/12/07
Carl is an ETF master and he recommended three ETF's for a simple, global portfolio. iShares Dow Jones U.S. Index IYY $72.77, Vanguard FTSE All-World ex-US VEU $61.06, and Vanguard Emerging Markets VWO $110.03. He likes iPath MSCI India Index INP $107.85 and M. Stanley India Investment Fund IIF $63.56 as his plays on India. He likes iShares MSCI Austria Index EWO $37.97 and New Ireland Fund Inc. IRL $22.05 to play European growth. He calls Singapore "the Switzerland of Asia", and recommends EWS.
Click HERE for the interview.

Dec. 13th Small Cap Discovery Conference

Wall Street Reporter's Small Cap Discovery Conference was truly a successful event. It was held at the lovely Harvard Club in Mid-town Manhattan, and featured executives from several promising companies. There was nary an extra seat in the house, as the room was filled with well over 150 analysts, hedge fund managers, and prominent investors.
There were some solid companies, representing some high growth industries in attendance. Shea Development Corp. (SDLP.OB) specializing in on-demand software, Grower's Direct Coffee (GWDC.OB) gave away samples of their coffee, and Electro Energy (Nasdaq:EEEI) demonstrated their lithium-ion battery technology. These were just a few of the companies involved. The presentations were kept short, and the executives were available for questions during the cocktail hour afterwards.
It was a great event with a great turn-out, and I look forward to seeing these events grow in popularity.

Portfolio Recap: Dec. 12, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. Monday was a disaster, but Tuesday more than made up for it. While most of the major averages paired their early gains, the Portfolio looked sharp.
THE GOOD:
ART Tech ARTG - Up another nickel, hitting a new 52 week high of $4.84.
Core Labs CLB - A nice gain of 4.1% on Wednesday.
Encana ECA - Up 3.3%. Announced their 2008 plans, click HERE. More importantly they are going to double their dividend and buy back stock, click HERE.
Euronet EEFT - Announced Thursday morning that it has made a $1.65 bill bid for Moneygram. Click HERE for the story. The stock should move higher on the news.
Energy Conversion ENER - Continues to catch the eye of Wall Street, up an amazing 10.9% on Wednesday.
Focus Media FMCN - Another strong day, up 4.8%.
Frontier Oil FTO - Up nicely, 2.4%.
optionsXpress OPXS - Announced strong monthly results and finished the day up 4.1%. Click HERE for the numbers.
Urban Outfitters URBN - Almost erased its losses from Tuesday, up 3.2%
Cimarex XEC - Raises dividend and finishes up 2.7%, hitting a new 20 day high in the process.
THE BAD:

Aegean Marine ANW - Another poor day, down 5.4%, and finishing well below its 50 day SMA of $40.35.
Gol Air GOL - Has finished down three straight days. Announced their dividend info, click HERE.
URS Corp. URS - Slows its recent skid, up 2.0% on the day
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - The stock has dropped almost 15% in the last 4 days, including 8.7% on Wednesday, after United filed to withdraw the application to bring Classmates.com public, click HERE.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

Portfolio Recap: Dec. 11, 2007

I think what happened yesterday to the markets is rather well documented, so I will not not go into much detail. The Fed's quarter point reduction in both the funds rate and the discount rate did not give traders what they wanted. The Fed was also clear the the US economy is already slowing, but they want to fight inflation as well. The market sold off, and so did nearly all the stocks in the Portfolio. On the bright-side, the market looks poised for a strong open Wednesday morning, and hopefully we can make up for yesterday's debacle. Best of Luck!

Portfolio Recap: Dec. 10, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. All eyes are on the Fed for the meeting on Tuesday. There was some bullishness on the Street sending the major averages up for the day, and the Portfolio up an average of 14.3% since August.
THE GOOD:
Altius Mineral ALS.TO - Up a nickel.
Ansys ANSS - Announced that they will collaborate with a Japanese co., Zuken. The stock closed up slightly. Click HERE for the details.
Anadarko Petrol APC - Up another 1.4% on a big day for energy stocks.
ART Tech ARTG - The stock was up another 3.4% on the day, hitting a new 52 week high of $4.70.
Yamana Gold AUY - Finished up for the third straight day. Hit a new 5 day high of $13.64.
Devon Energy DVN - Up 1.3%.
Encana ECA - Up 1.7%.
Energy Conversion ENER - A nice gain of 4.5% on news that it has inked a deal with SunEdison, the nation's largest solar installer. Click HERE for the story.
Focus Media FMCN - A strong day, up 3.7%, on news that they will purchase CGEN Digital. Click HERE for details.
FirstSolar FSLR - Up huge, closing at exactly $250.00.
Owens Illinois OI - Finished the day up 3.4%, on news that their credit rating was increased to B+ at Fitch. Click HERE for details.
Claymont Steel PLTE - Received a take out bid of $23.50 from a Russian steel co. Click HERE for details. The management unanimously recommends that shareholders accept the offer.
Urban Outfitters URBN - Up another 1.2%. URBN better make its sales numbers, or the stock is going to crash.
Meridian Bioscience VIVO - Finished up for the 4th straight day, hitting a new 20 day high in the process.
THE BAD:
Aegean Marine ANW - Finished the day down 6.1%.
Capella CPLA - The stock continues drop, losing 3.2% on the day.
Frontier Oil FTO - Down 1.1% on a day that saw most of energy do quite nicely.
URS Corp. URS - Down 4 out of the last 5 days, and 1.8% on the day.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Down another 2.8% on Monday. Its spin off, Classmates.com, will likely price its IPO this week. The outlook is not so rosy, click HERE.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

Book Review; "Anatomy of the Bear"

"Anatomy of the Bear: Lessons from Wall Street's Four Great Bottoms" written by Russell Napier
This fascinating chronicle of the major bear markets in the 20th century is filled with historically relevant statistics and graphs. Russell Napier takes learning from the past to a whole new level with this book, citing similarities and differences among four major bear markets. This book will appeal to every market historian seeking sophisticated explanations and timely observations.
Click HERE to listen to my terrific interview with Russell Napier.

Portfolio Weekend Round-UP

Let's take one final gander at the Portfolio for the week. It was a strong week for the markets, and a strong week for the Portfolio. A modest jobs number on Friday has set the table for a very uncertain Fed meeting on Dec. 11th. In my opinion, if we do not see a 50 basis point cut from the Fed, the markets will sell-off. Best of luck.

Altius Minerals ALS.TO - Down 10 cents on Friday, but had a huge week on refinery news. Also, hit a new 20 day high of $28.24 during the week.
Ansys ANSS - Finished the week where it started. Seems to be some consolidation in the stock price, and the 5, 20, and 50 day SMA are within 60 cents of one another. Watch for some cross-overs.
Aegean Marine Petroleum ANW - Dry Bulk is not dead, and ANW has rebounded a little this week.
Anadarko Petroleum APC - A very big week on news of a new discovery in the Gulf of Mexico. The stock is sitting at its 52 week high.
ART Technology ARTG - Finished a strong week, up 10 cents on Friday. Hit a new 20 day high on Thurs., and is creeping up to its 52 week high of $4.65.
Aspreva Pharma ASPV - This stock has been trading in the narrowest of ranges for over a month. News one way or the other could be what the street is waiting for. Look for a move on high volume.
Yamana Gold AUY - Gold has been trading erratically, and so has Yamana. Two nice up-days to finish the week are a positive sign.
Aspen Technology AZPN - A nice week has this stock sitting just below its 52 week high of $17.96.
China Mobil CHL - This stock seems to have been anointed the "Emerging Mobile du jour", but Friday's sell-off of 3.5% makes you scratch your head. In an interview with Jim Trippon, editor of China Stock Digest, he said that he would wait for a pull-back into the mid $80's before buying CHL.
Core Labs CLB - Up modestly for the week. Seems to be developing a base in the $118-$120 range. Not showing the strength of other energy stocks.
China Medical CMED - The great week for China did not exclude CMED. Hit a new 20 day high of $45.53 on Thurs.
Capella Education CPLA - Gave away almost all of its weekly gains on Friday, dropping 4.3% for the day.
Devon Energy DVN - Falling natural gas inventories helped Devon have a strong week, hitting a new 20 day high of $89.00 on Thurs.
EnCana ECA - Traded lower early in the week on news of a new debt offering, but ended the week with three straight up-days.
Euronet Worldwide EEFT - Four straight up-days to end the week has Euronet sitting just below the 52 week high of $33.25 it reached on Thurs.
Energy Conversion Devices ENER - A big week for Solar stocks meant a big week for ENER. The stock tested its 52 week low, and has rebounded nicely, signaling that the down trend may have ended.
ISHARE MSCI BRAZIL F EWZ - Three up-days to close the week, and hit a new 20 day high on Friday.
iShares European Monetary Union EZU - Same as above.
European DJ Stoxx 50 FEU - Up for the week. Hit a new 20 day high on Friday, but closed down on the day.
Female Health Co. FHC - Stopped a serious skid with large volume day on Thurs.
Focus Media Holding FMCN - Here is another "anointed" stock that can't find its way. Down on Friday.
FPL Group FPL - Finished the week up, with news of a downgrade and a request to add more capacity in Palm Beach County. The Dow Jones Utility Index hit all-time highs this week.
First Solar FSLR - Can you say volatility? Each move this week was over 3%.
Frontier OIL FTO - Up 2.3% on Friday, but down for the week. Looks to be trading sideways in a range of $41-$46. There are a lot of questions about the refiners right now.
Gafisa S.A. GFA - An Adrian Day, blasted through its all-time high with three strong up-days to close the week.
GoldCorp GG - This senior gold miner has found some traction with a solid week.
Gol Air GOL - A strong Friday, up 4.2%, capped off a strong week for GOL. Low oil is always good for an airline.
Harvest Energy HTE - I can not figure out why this stock has dropped so much. It sits just above its 52 week low, yielding and astronomical 17.4%.
iShares S&P Latin 40 ETF ILF - Three strong days to close the week had ILF hitting a new 20 day high.
Kinder morgan Energy Partners KMP - Up every day this week and hitting a new 20 day high on Friday.
Coca-Cola KO - The classic defensive play has been working like a charm. Up every day this week and hitting a new 52 week high on Friday.
KV Pharma KV-A:NYSE - Finished the week little changed, seemingly putting an end to its down streak.
LEV Pharma LEVP - Down for the week. This stock is waiting for the FDA ruling on its late stage drug which should come before the end of the year.
Micros Systems MCRS - Little changed for the week, the stock finished a couple points off its 52 week high of $74.98.
Noble Corp. NE - A mixed week. It hit a 20 day high on Friday, but still closed down 22 cents on the day.
Owens Illinois OI - A very strong week had OI hitting a 52 week high on Friday.
optionsXpress OXPS - Announcing a dividend could not push the stock above its 52 week high.
Petrolero Braziliero PBR - The Brazilian resource story is far from over. The stock was up huge for the week.
Claymont Steel PLTE - A downgrade by CIBC sent the stock down 97 cents on Friday. This turnaround story may not show up in the numbers until 2nd qtr. of 2008, according to portfolio manager Michelle Stevens.
Potash Corp. POT - A great week for Potash had the stock seeing 52 week highs on Friday.
Transocean Inc. RIG - The stock finished little changed for the week.
CVRD RIO - A very strong week. Chinese demand for steel is not going away any time soon.
ProShares Ultra Short S&P500 SDS - Not a great week, but a must own for defensive reasons. A nice hedging idea going into the Fed meeting on the 11th.
Synaptics Inc. SYNA - Holiday gadget demand should make this stock a no-brainer, but it finished the week little changed.
Telefonica Sa TEF - Traded sideways this week. Little changed.
UniBanco UBB - Pulled back from a 20 day high reached on Thurs., but an overall strong week for this Brazilian bank.
United Online UNTD - What a terrible slide for this stock. Down 15% on Monday, and never gained traction. This stock now yields around 6.2%. It literally pays to wait for this value play.
Urban Outfitters URBN - This retailer hit its 52 week high on Friday, but finished the day of 42 cents.
URS Corp. URS - Ended a horrible week on an high note Friday. Finished the day up 2.9%. Little news out of this stock since the final merger details were released.
Meridian Bioscience VIVO - The stock seems to have tested a Low reached in Oct., and rebounded nicely. A strong week, up three straight days to finish the week.
WWA GROUP WWAG.OB - This stock is rather illiquid. It finished the week unchanged. Peter Leeds reiterated that the prospects for Dubai and WWA Group look stronger than ever.
Cimarex XEC - Strong week for Natural gas explorers, and a strong week for XEC.

Portfolio Recap: Dec. 6, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. Mortgage bail-out news sent the markets soaring and took the Portfolio with it; up an average of 13.6%.
THE GOOD:
BRAZIL - everything Brazil was up nicely.
Altius Mineral ALS.TO - Up 2 cents. But if they say the word refinery today, it will be up 50 cents.
Ansys ANSS - Was downgraded by Duetche Securities to hold, from buy, on Thurs. The stock was off 1.2%.
Anadarko Petrol APC - Up another 3.3% on a big day for energy stocks.
ART Tech ARTG - A report was released that their product, eStara, produced significant return on investment. Click HERE for the story. The stock was up 4.3% on the day.
Capella CPLA - Bank of America intiated coverage on the whole group of education stocks, giving CPLA a neutral rating. The stock was still up 1.7%.
Devon Energy DVN - Continues rise off of the nice Nat Gas inventory report, up 3.9%. Devon declared their dividend. Click HERE for details.
Encana ECA - Up 2.5% for the day
Florida Power & Light FPL - The stock was down 2.3%. Requested to add capacity to Palm Beach County. Click HERE for the story.
Frontier Oil FTO - Down, unlike the rest of energy, 0.8%. A filing stated that a director sold 40,000 shares, after exercising options. Click HERE for details.
Kinder Morgan Energy KMP - Their pipeline is done! Click HERE for the story.
OptionsXpress OXPS - Announced it will be offering a dividend, click HERE.
Transocean RIG - Up 5.4% on the day. RIG announced the details of the convertible note offering, click HERE.
Urban Outfitters URBN - Up another 6.4%. This retailer is the toast of the town.
THE BAD: Nothing bad enough to mention.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Two Straight up days?! Where is this coming from?
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

Portfolio Recap; Dec. 5, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. Some positive economic news sent stocks higher right from the open. Apparently traders may realize a strong economy without a rate cut, could be better than a weak economy with falling rates. The Portfolio is looking good, up an average of 12.6%.
THE GOOD:
Altius Mineral ALS.TO - This is a horse now. People are yearning for a new refinery and finally Altius is giving them what they want. Up 22 cents.
Anadarko Petrol APC - Continue to move higher after their new find in the Gulf of Mexico. Click HERE for the press release.
China Mobile CHL - Nice gain of 5.4% for the day.
Devon Energy DVN - A nice up day for a change, up 2.5%
Encana ECA - Follow the leader. ECA up 1.9%
ISHARE MSCI BRAZIL EWZ & ISHARES S&P LAT AM40 ILF Both finished up huge!
Florida Power & Light FPL - Was downgraded to Neutral from Buy at UBS, but that couldn't stop the gains.
FirstSolar FSLR - Was up on speculation it would be added to the Nasdaq 100.
Coca-Cola KO - Announced a new CEO will take the helm in July. Click HERE for the press release.
Potash POT - Up big for the day; 4.1%.
Urban Outfitters URBN - Hit a new high for the year; $27.98. Click HERE for the quarterly earnings release
THE BAD:
Noble Energy NE - Up slightly for the day, but the was an update announced their drill-ship will be nonoperational through the new year. Click HERE for Reuters article.
Telefonica TEF - Dropped 1.7% on the day. It was announced that TEF has invested in a small Sunnyvale co. Click HERE to learn more.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Finally sees an up day. Gains 7.2%.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

Portfolio Recap; Dec. 4, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. Tough day for energy on Tuesday. It looks like $100 is farther off than most people thought.
THE GOOD:
Altius Mineral ALS.TO - Continues to fly high, Up 4.6% and hit new 5 & 20 day highs of $28.04 during the session.
Anadarko Petrol APC - Bucks the downward trend of the energy sector and finishes up 2.6% after they announced a discovery in the Gulf of Mexico. Click HERE for the press release.
Potash POT - The Gartman endorsement was not enough to keep the run going. POT was down 1.1%.
CVRD RIO - Closed down 48 cents and at its 50 day SMA of $34.43. A report shows that Brazil's steel production should hit a record in 2008. Click HERE for the story.
THE BAD:
Devon Energy DVN - As energy prices slide, so does Devon, down 22 cents on the day. Devon elected a new member to their board. Click HERE for the article.
Encana ECA - Falls along with most of energy stocks, down 1.5%. Has been trading in a narrow range, and Tues. it hit a 5 day high AND low. Announced completion of a $1.5 bill debt offering. Click HERE for details.
ISHARE MSCI BRAZIL EWZ & ISHARES S&P LAT AM40 ILF Both finished the day down.
FirstSolar FSLR - Lost 6.4%, but legislation to increase tax incentives to renewable energy products will be voted on in the House. Click HERE for Reuters article.
Gol Air GOL - Ends its winning streak, down 2.5% for the day. GOL announced traffic statistics. Click HERE for the stats.
Transocean Inc. RIG - The stock was off 5.5%, but more importantly there was a lot of insider selling. Click HERE for the Senior VP, click HERE for the exec. VP, and click HERE for the secretary.
Synaptics SYNA - Down 2.9% for the day, apparently the Street did not like that the CEO exercised options. Click HERE for details.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Another day, another new 65 day low of $11.72.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

New Stocks from Recent WSR Interviews

Kelley Wright; Editor of Investment Quality Trends 11/29/07
IQ Trends identifies a stock's value with respect to historical dividend yields. Kelley rattled off the current list of the "Timely 10", and we discussed two, less familiar, companies in a bit more detail. Here is the list: JNJ, MCD, ADP, ROH, CCL, JKHY, CTAS, TFX, WMT, AIG.
Cintas CTAS - uniform maker has increased profits 30 years in a row and increased its dividend almost 10% a year.
Teleflex TFX - Industrial conglomerate with a great dividend history.
Click HERE to LISTEN IN!
Peter Leeds; Founder of Stockline.com 11/29/07
It was great to do a follow-up with the "Penny Stock Pro". We discussed the two stocks recommended in out last interview; MOVE & WWAG.OB. While both have slumped lately, he believes that the fundamental outlook remains strong for these stocks. He also recommended two new stocks:
Ediets.com DIET - Online dieting, recipes, and a meal delivery system. The company continues to grow and deliver strong guidance.
California Micro Devices CAMD - Semiconductors have been slumping lately. CAMD has cut costs by shifting R&D to India and 90% of sales some from Asia.
Click HERE to LISTEN IN!
James Powell; Editor of Growth Stock Alert 11/29/07
Orbital Sciences ORB - This co. produces nano-satellites and small rockets for the gov'ernment and telecom uses.
Resource America Inc. REXI - This asset mgmt. company has been beaten up lately. A recent acquisition of Dolphin Capital will definitely boost revenue.
Zoltek Companies Inc. ZOLT - Produces carbon fiber primary used for wind turbines. Blew earnings away recently and Jim says "this is the best way to play wind-power". It has my vote.
NWT Uranium Corp. NWURF.OB - Recently renamed, and currently involved in merger talks with Numex. James is hesitant to add to his position until the terms of this deal are established. A good speculative play with property in the Uranium-rich Niger region.
Click HERE to LISTEN IN!
Harry Domash; Editor of Winning Investing 11/30/07
Dynamic Materials BOOM - Uses explosive charges to weld dissimilar metals together. Material used in oil refineries and chemical plants because heat and corrosion resistance is needed. Chinese build-out is making this sleepy stock a growth darling. 22% ROA, lots of cash, and strong operating cash flow.
GFI Group GFIG - Trades Derivatives and Credit default swaps. Thrives on volatility.
Ventas Inc. VTR - Healthcare REIT, owns retirement properties and rents them out to operators. grows through acquisitions 10-14%, and yields roughly 4%
Compass Minerals International Inc. CMP - Salt mines which is used for road deicing. Solid 5% yield.
Click HERE to LISTEN IN!

Book Review: The Secrets of Economic Indicators

"The Secrets of Economic Indicators" written by Bernard Baumohl.
Before the next report on jobs, retail sales, or durable goods is released, you will want a copy of this book in hand. Finally, there is a book that puts all the important, and lesser known, indicators in one place, in an easy to understand format. Bernard details dozens of US, and International, economic indicators and explains when they are released, where to find them, how to interpret the data, and how markets are likely to react. The book is written in such a manner that, whether you are green to investing or an experienced pro, you will learn a great deal about these often misunderstood figures.

Portfolio Recap: Dec. 3, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. Monday was a modest day. Here is that latest news that may affect the Portfolio.
THE GOOD:
Altius Mineral ALS.TO - Continuing to charge after refinery announcement. Up $1.41 and hit a new 5 day high of $26.40 during the session.
Aegean Marine Petrol ANW - Shipping must be back in the Street's good graces. Up another 5.3% on the day, closed above its 50 day MA of $39.45, and hit a 5 day high of $42.96. Sweet. They announce some sort of Options exercise. Click HERE for details.
Anadarko Petrol APC - Up 1.1% Monday. On Tues. morning, they announce a discovery in the Gulf of Mexico. Click HERE for the press release.
Art Tech ARTG - Announces a partnership with Guidestar. Keep your eye on the Street's opinion of this deal. Click HERE for the details.
China Medical CMED - Must have been a slow day, up only 1.1% for the day.
ISHARE MSCI BRAZIL EWZ & ISHARES S&P LAT AM40 ILF Both took the day off, down ever so slightly.
Coca-Cola KO - Coke is doing a responsible thing. Click HERE to read who they have teamed up with.
LEV Pharma LEVP.OB - Added a new board member and gave him options. Click HERE for the SEC filing.
Potash POT - Up nicely on Monday, 3.3%. Dennis Gartman, famous hedgie, said that he is long POT on The Fast Money. He is a smart guy.
THE BAD: This list is shrinking... for the time being.
Core Labs CLB - Up 3.1% for the day.
Devon Energy DVN - Up 52 cents on the day. They confirmed their production guidance for '07, '08, and 2009. Click HERE for details.
GoldCorp GG - Up 52 cents on the day. They announce an approved expansion on one of their mines. Click HERE for details
Transocean Inc. RIG - Up marginally, but after hours they announce an offering of $8.5 bill in notes to pay off debt of acquisition. Click HERE for the press release.
Synaptics SYNA - Up slightly on the day. News that the CEO exercises options. Click HERE for details.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Down and unimaginable 15.4%. Hit a new 65 day low of $11.72. Yield is now up to 5.3%
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.

Portfolio Recap: Nov. 30, 2007

Here comes the daily list of the Good, The Bad, and the Ugly. What a week! Things are looking up again, but I shall not rest on my laurels (whatever that means). I have added some current events to the Recap. Enjoy!
THE GOOD:
Aegean Marine Petrol ANW - Up another 3.4% on the day, finally closed above its 50 day MA of $39.24, and hit a 5 day high of $40.81. Nice.
Anadarko Petrol APC - Down fractionally, but got a nice endorsement in Cramer's Lightning Round.
China Mobil CHL - Up 1.4% for the day and hit 5 & 20 day highs of $93.36. Also, an article in Forbes has the CEO of CHL admitting that they are in talks with Apple. Presumably over the iPhone. Click HERE to read the Forbes article.
China Medical CMED - Three straight days gaining at least 4.3%. Up a massive 5.2% on Friday.
ISHARE MSCI BRAZIL EWZ & ISHARES S&P LAT AM40 ILF both had nice gains Friday.
Female Health Co. FHC - Announce 4th quarter results. Click HERE for the story.
Focus Media Holding FMCN - Up 3.8% on Friday. They announced that they will have a huge Billboard on a Ship, floating around the city of Shanghai. You just can not have enough advertising in this world. Click HERE for the announcement.
Florida Power & Light FPL - Doing their part to save the planet, one string of Christmas lights at a time. Click HERE for the article.
Gafisa GFA - Up a whopping 8.0% and hit a new 5 day high $38.00 on Friday. Viva Brasil!
Micros Systems MCRS - Hit a high for the year of $74.98, but still finished down 91 cents for the session.
Petro Bras PBR - Announced an asset swap with Braskem. Click HERE for the article.
Transocean Inc. RIG - Up 1.0% for the day.
Meridian Bioscience VIVO - Released its 10-k. Click HERE for the release.
THE BAD: This list is shrinking... for the time being.
Yamana Gold AUY - Down another 2.o% on the day.
Core Labs CLB - Continue the downward trend, off 2.3% for the day.
Devon Energy DVN - Gained exactly 1.0% for the day. There is an interesting article in Businessweek about Devon's switch from a pension plan, to a "Super 401K". Click HERE for the Article.
Kinder Morgan Energy KMP - Was up 1.0% on the day. Two news stories for KMP; final stock offering was priced at $300 mil HERE, and it settled a law suit for $25 mil (they sold coal that did not belong to them. Tsk, tsk, tsk) HERE.
Synaptics SYNA - Down 5.9% on no news. Strange.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Down again. The dividend yield is now up to 5.1%
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.