Wall Street Reporter's Hot Stock Picks

WSR Momentum Stocks: Dec. 26, 2007

2007-12-26T23:56:00.000-05:00

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

2007-12-22T11:35:00.000-05:00

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

2007-12-20T17:57:00.000-05:00

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

2007-12-17T20:01:00.001-05:00

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

2007-12-14T14:40:00.000-05:00

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

2007-12-14T13:12:00.000-05:00

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

2007-12-13T08:45:00.000-05:00

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

2007-12-12T09:56:00.000-05:00

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

2007-12-10T19:43:00.000-05:00

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"

2007-12-10T11:11:00.000-05:00

"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

2007-12-08T11:49:00.000-05:00

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

2007-12-07T09:25:00.000-05:00

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

2007-12-06T09:06:00.000-05:00

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

2007-12-05T09:09:00.000-05:00

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

2007-12-04T13:36:00.000-05:00

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

2007-12-04T11:50:00.001-05:00

"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

2007-12-04T09:20:00.000-05:00

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

2007-12-03T08:46:00.000-05:00

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.

Portfolio Recap; Nov. 29, 2007

2007-11-30T10:06:00.001-05:00

Here comes the daily list of the Good, The Bad, and the Ugly. A sideways tape still offered some momentum for the Portfolio. I have added some current events to the Recap. Enjoy!
THE GOOD:
Altius Mineral ALS.TO - Signed agreement with two companies about the planned refinery in Newfoundland, Canada. This sent the stock up $1.50. Click HERE for further details.
Aegean Marine Petrol ANW - up 15 cents on the day and hit a 5 day high of $40.50.
Anadarko Petrol APC - Up 2.7% and finally closed above 50 day MA of $56.31
Aspreva ASPV - Steady as she goes. Up a nickel, hit 5 & 20 day high of $25.80, and closed above its 50 day MA of $23.97
China Medical CMED - Back in business! Up 4.3% for the day.
Euronet Worldwide EEFT - Inked a prepaid deal with a Large grocery store in Italy. The news sent the stock up 3.4% and hit its high for the year of $32.91 during the session. Click HERE to read the article.
ISHARE MSCI BRAZIL EWZ & ISHARES S&P LAT AM40 ILF are both back in my good graces.
Focus Media Holding FMCN - Up 12.4% since hitting a low of $50.00 on Tuesday.
FirstSolar FSLR - Up 10.3% for the day, setting new highs.
Claymont Steel PLTE - Continues is charge, up another 18 cents
Transocean Inc. RIG - A slight pullback, 0.3%, does not have me worried.
THE BAD: This list is shrinking... for the time being.
Ansys Inc. ANSS - Down 1.0% on the day, the stock sits above 50 day MA of $37.92.
Yamana Gold AUY - Gold and this stock continue to decline. The stock is down 9.5% since its high of $14.22 on Monday.
Core Labs CLB - A nice day, up 3.2%
Devon Energy DVN - Stopped its losing streak. Up 42 cents
Kinder Morgan Energy KMP - Filed an 8-K stating the intent to offer $250 million worth of "common units". The Street did not like the news, sending the stock down 1.2%. Click HERE to learn more.
Telefonica TEF - Peter Erskine steps down as Telefonica O2 head, but will remain on the board. The stock pulled back 1.0% from its yearly highs. Click HERE for the Reuters article.
URS Corp. URS - Announced Washington Group shareholders will receive $95.12 per share in the very public take over. The news crushed the stock sending it down 3.3%. Click HERE for the Reuters article.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Dow 9% since its highs on Tuesday.
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 Update; Nov. 28, 2007

2007-11-28T21:14:00.000-05:00

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.

Portfolio Update; Nov. 28, 2006

2007-11-27T21:07:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly. After an Ugly "Cyber Monday", the Markets shrugged off an onslaught of negative news. Take that Bears! Please don't hurt me any more (said in a cowering little boy's voice).
THE GOOD:
Ansys Inc. ANSS - Up 1.9% on the day, the stock sits 10 cents below 50 day MA of $37.64 it hit a new 5 day high $39.24 during the session.
Aspreva ASPV - Hit 5 & 20 day high of $25.61. Closed 2 points above its 50 day MA of $23.61
Aspen Technology AZPN - Fourth day above its 50 day M.A of $15.80
Claymont Steel PLTE - Up 2.8% and 5th close above its 50 day M.A. of $19.74
United Online UNTD - 5th consecutive close above its 50 day M.A. $15.62, and approaches its 2 year high.
Transocean Inc. RIG - Hit another all-time high today, up 4.9%
THE BAD: It's a long list today.
Aegean Marine Petrol ANW - up 42 cents on the day, still below its 50 day MA of $38.70.
Anadarko Petrol APC - Continues to slide hit its 5 day low $53.43 during the session . Closed below 50 day MA of $56.09.
Yamana Gold AUY - Closed 4 cents above the 50 day M.A. of $13.26.
China Mobil CHL - Hit a new 5 day high of $86.83 and closed below its 50 day M.A. of $87.31
Core Labs CLB - Down another 3.3%, hit 5 & 20 day low of $117.10 and all the way below its 100 day M.A. of $119.65.
China Medical CMED - Down another 3.9%, below its 50 day M.A. of $41.34, and hit a 5 & 20 day low of $34.59
Devon Energy DVN - Back down 1.2%, still below 50 day M.A. of $86.87, and hit 5 & 20 day low of $81.27
iShares European Monetary Union EZU & European DJ Stoxx 50 FEU - Were both up nicely, but below there respective 50 day MA
Focus Media Holding FMCN - Not too surprisingly, down 2.5%
Frontier Oil FTO - Up 1.0% and still below its 50 day MA of $44.16, which is now trending lower.
Owens Illinois OI - Up 62 cents, but still below 50 day M.A. of $42.91. Hit a 5 day high of $42.71 during the session.
Potash POT - Up 2.6%, and eeked just above its 50 day M.A. of $110.09
URS Corp. URS - Down 0.7% . That's it, down again.
Meridian Bioscience VIVO - Up 40 cents, still below 50 day M.A. of $30.70.
THE UGLY: Reserved for the most precipitous falls from grace.
ISHARE MSCI BRAZIL EWZ - Today it was two steps forward. Up 2.5% on the day, hit new 5 and 20 day lows of $71.00 , and is well below 50 day MA of $78.02.
ISHARES S& P LAT AM40 ILF - These two uglies trade hand and hand. I should just update them as one position. Up 1.9%

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 Update; Nov. 27, 2007

2007-11-27T09:22:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly. It appears that the shortened trading session was filled with holiday cheer. It is nice to see every once in a while.
THE GOOD:
Aspen Technology AZPN - Third day above its 50 day M.A of $15.76.
Noble Corp. NE - Continued gains kept the stock above day M.A. of $50.65
United Online UNTD - 4th consecutive close above its 50 day M.A. $15.62
Transocean Inc. RIG - What a stud! Continues to hit new highs everyday, even in disgusting tapes.
THE BAD: It's a long list today.
Aegean Marine Petrol ANW - Down 11 cents on the day, still below its 50 day MA of $38.50. Huge swing in price, hit a 5 day high of $39.98 during the session.
Ansys Inc. ANSS - Down 3.7% on the day, plunging below its 50 day MA of $37.57 and hit a new 5 day low of $36.55 during the session.
Anadarko Petrol APC - Down 2.2% and somehow hit its 5 day high $58.92 . Closed just above 50 day MA of $56.01.
Yamana Gold AUY - Somehow this stock also hit a 5 day high of $14.22 and still managed to close down 52 cents. Closed 19 cents above the 50 day M.A. of $13.23.
China Mobil CHL - Yet another stock hitting a new 5 day high, and still dropping 1.7%. Still below its 50 day M.A. of $86.95
Core Labs CLB - Down 2.9% and still well below 50 day M.A. of $132.03. Hit a 5 and 20 day low of $121.51
China Medical CMED - down another 44 cents and below 50 day M.A. of $41.40.
Devon Energy DVN - Back down 1.6% and still below 50 day M.A. of $86.81
iShares European Monetary Union EZU -Hit a new 5 day high of $121.98 and still closed down 1.9%, below its 50 day M.A. of $121.90
European DJ Stoxx 50 FEU - Fell 2.5% and below 50 day M.A. of $53.80.
Focus Media Holding FMCN - One of the few stocks up for the day, 3%, but after 9 straight points to the downside, there is little to be happy about.
Frontier Oil FTO - closed down 2.9% an below its 50 day MA of $44.18. It hit another 5 day low of $42.69 during the session.
Owens Illinois OI - The slide continues, closed 1 point below 50 day M.A. of $42.90
Claymont Steel PLTE - Slightly down for the day, but 4th close above its 50 day M.A. of $19.69
Potash POT - Still below 50 day M.A. of $110.05
URS Corp. URS - Down 3.3% and well below 50 day M.A. of $59.34. Hit a new 5 day low of $56.10.
Meridian Bioscience VIVO - Slid 2.2%, still below 50 day M.A. of $30.70.
THE UGLY: Reserved for the most precipitous falls from grace.
ISHARE MSCI BRAZIL EWZ - This stock takes one step forward and 5 steps back. Down 6.4% on the day, hit new 5 and 20 day lows of $72.04 , and is well below 50 day MA of $77.80.
ISHARES S& P LAT AM40 ILF - Same story as EWZ. New 5 & 20 day lows of $226.29, and after a down day to the tune of $11.40, the 50 day MA of @247.55 is no where in sight.

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 Update; Nov. 26, 2007

2007-11-25T22:02:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly. It appears that the shortened trading session was filled with holiday cheer. It is nice to see every once in a while.
THE GOOD:
Aegean Marine Petrol ANW - A gain of 6.7% brought the stock much closer to its 50 day MA of $38.26.
Yamana Gold AUY - A gain of 5.7% pushed the stock above the 50 day M.A. of $13.19. It hit a 5 day high of $13.99 during Friday's session.
Aspen Technology AZPN - Second day above its 50 day M.A of $15.72. It hit a 5 day high of $16.53 during Friday's session.
Noble Corp. NE - A gain of 3.2% decline sent stock above day M.A. of $50.50
United Online UNTD - 3rd consecutive close above its 50 day M.A. $15.62
THE BAD:
China Mobil CHL - Up 3.8%, but still below its 50 day M.A. of $86.70.
Core Labs CLB - Up 1.3%, but still well below 50 day M.A. of $131.87.
China Medical CMED - Even with the favorable news Wed., this stock got beaten up, losing 5.6% and sending the stock well below 50 day M.A. of $41.40. It also hit a 5 & 20 day low of $37.51 during Friday's session.
Devon Energy DVN - Up 1.6% but still closed below 50 day M.A. of $86.72
iShares European Monetary Union EZU -A gain of 2.0% brought the stock close to its 50 day M.A. of $121.79
European DJ Stoxx 50 FEU - Closed up 3.0% and very near 50 day M.A. of $53.78. It hit a 5 day high of $53.61 during the session.
Focus Media Holding FMCN - Unchanged for the day.
Frontier Oil FTO - The stock rebounded to close just below its 50 day MA of $44.21. It also hit a 5 day low of $43.51 during Friday's session.
Owens Illinois OI - The slide continues, another close below 50 day M.A. of $42.78
Claymont Steel PLTE - Slightly down for the day, but 4th close above its 50 day M.A. of $19.69
Potash POT - Still below 50 day M.A. of $109.30
United Online UNTD - Another close above its 50 day M.A. $15.56
URS Corp. URS - Up slightly, but well below 50 day M.A. of $59.31. I guess the merger honeymoon is over.
Meridian Bioscience VIVO - A solid gain of 1.7%, but still below 50 day M.A. of $30.65.
THE UGLY: Reserved for the most precipitous falls from grace.

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.

Alterations Needed for the Portfolio

2007-11-25T21:23:00.000-05:00

The Portfolio is in need of some serious organization (or reorganization). It is not in every one's best interest to keep so many different types of stocks in the one portfolio. I will attempt to create three portfolios, Value, Growth, and Technical Breakouts, using the best picks from my interviews and placing them in the appropriate portfolio. Each portfolio will have its own set of parameters and stocks can move from one to another if certain criteria are met.
I will use a grocery metaphor to further explain my intentions. Stocks are like produce. People buy different fruits and vegetables for different reasons, and they have different storage and care requirements. Tomatoes and bananas ripen quickly, but can turn bad just as fast. Conversely, onions and potatoes can be kept for long periods of time with little maintenance. Certain high flying stocks demand close attention to ensure profits, and certain conservative stocks can provide moderate returns on a more consistent basis. A balanced diet needs all types of produce, the same way a balanced portfolio should use all types of stocks.
In the mean time, I will continue to update the stocks in the current portfolio. However, there will not be any stocks added, or removed, until the final three portfolios are established. Stay tuned!

Book Review; "Full of Bull" by Stephen McClellan

2007-11-25T20:29:00.000-05:00

I am going to initiate coverage on this book: BUY! The title of this book, "Full of Bull; Do What Wall Street Does, Not What it Says, To Make Money in the Market", while rather long, perfectly encompasses the theme of the book. Stephen McClellan, a Wall Street analyst for 32 years, highlights common practices of research analysts and what they mean for individual investors. This is a quick read, filled with anecdotes from Stephen's long career and his sound investment advice. "Full of Bull" does not contain get rich quick schemes or any unique trading strategies, just observations from one of the industries greatest analysts.
Listen to my interview with Stephen McClellan!

Portfolio Update; Nov. 23, 2007

2007-11-23T09:20:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly. Hopefully some turkey, mashed potatoes and inappropriate table conversation will invigorate some buyers.
THE GOOD:
Nothing good came from Wednesday's session.
THE BAD:
BRAZIL - My, how quickly things change. Everything Brazil in our Portfolio was down at least 3%.
Aegean Marine Petrol ANW - A small gain brought the stock nearer its 50 day MA of $37.96.
Yamana Gold AUY - $12.40 is the 20%trailing stop. Still flirting with the 50 day M.A. of $13.15
Aspen Technology AZPN - Battled through its 50 day M.A of $15.68.
China Mobil CHL - Another huge loss Wed, sent this stock well under its 50 day M.A. of $86.38. I will look to lock in the 40% gain soon. The Volatility on this stock makes me sea-sick
Core Labs CLB - A big down day sent the stock well below 50 day M.A. of $131.62.
Devon Energy DVN - Closed below 50 day M.A. of $86.61
iShares European Monetary Union EZU -Down below 50 day M.A. of $121.65
European DJ Stoxx 50 FEU - Well below 50 day M.A. of $53.73
Focus Media Holding FMCN - Need to sell the next rally to eek into the black for this trade.
Frontier Oil FTO - A 4.6% decline sent this stock below 50 day MA
Noble Corp. NE - A 3.3% decline sent stock below 50 day M.A. of $50.44
Owens Illinois OI - The slide continues, another close below 50 day M.A. of $42.78
Claymont Steel PLTE - Another close above 50 day M.A. of $19.67
Potash POT - Back below 50 day M.A. of $108.90
United Online UNTD - Another close above its 50 day M.A. $15.56
URS Corp. URS - Down $2.88 cents to close well below 50 day M.A. of $59.27. I guess the merger honeymoon is over.
Meridian Bioscience VIVO - Still below 50 day M.A. of $30.60. Will look to sell into some strength.
THE UGLY: Tightening the reigns in these troubled times.
UCN Networks INC. UCNN - Added @ $3.70. Removed @ $4.37, on Nov. 21, 2007, for a gain of $0.67 or 18.11%. Mentioned by Bradley Mook on 8/28/07. Trying to hang on to some gains in these tough times.
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 Update; Nov. 21, 2007

2007-11-21T08:35:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
China Medical CMED - released quarterly results that beat estimates and early this morning Bear Sterns favorably initiated coverage on the stock.
BRAZIL - This country continues to work for the Portfolio.
THE BAD:
Aegean Marine Petrol ANW - Another big loss pushed stock through 50 day MA of $37.70. Hit a new 5 & 20 day low of $34.53
Yamana Gold AUY - $12.40 is the 20% trailing stop. An up day gives this stock a little breathing room above its 50 day M.A. of $13.12
Aspen Technology AZPN - Day two below 50 day M.A of $15.62.
China Mobil CHL - Climbed just under its 50 day M.A. of $86.08. I will look to lock in the 40% gain soon. The Volatility on this stock makes me sea-sick
Core Labs CLB - A slight up day could not push the stock above 50 day M.A. of $131.38. Oil is up pre-market and that could take this stock with it.
Devon Energy DVN - Closed at its 50 day M.A. of $86.53
iShares European Monetary Union EZU -2 points to the upside brought the stock near 50 day M.A. of $121.55
European DJ Stoxx 50 FEU - Closed up 1 point and slightly below 50 day M.A. of $53.73
Focus Media Holding FMCN - Another horrible day brings the stock to $52.00, well below 50 day M.A. of $56.40. I will have to figure how to bring this trade to profitability.
Noble Corp. NE - Closed above 50 day M.A. of $50.41
Owens Illinois OI - Little changed yesterday, below its 50 day M.A. of $42.74
Claymont Steel PLTE - Finally an up day, and a close above 50 day M.A. of $19.66
Potash POT - up 2.5%, closing above 50 day M.A. of $108.94
UCN Inc. UCNN - Closed $0.20 above 50 day M.A. of $4.25. I will look to lock in profits on another dip.
United Online UNTD - closed 1 point above its 50 day M.A. $15.56
Meridian Bioscience VIVO - Closed up slightly, but still below 50 day M.A. of $30.62
THE UGLY: Tightening the reigns in these troubled times.
Cypress Semi CY - Added @ $30.86. Removed @ $30.90 on Nov. 20, 2007 for a gain of $0.04 or 0.13%. Mentioned by John Buckingham on 10/10/07. This is a tough pill to swallow, but it hit the trailing stop of $30.90. This is a good stock that should end up in the Value or Growth portfolios, when created.
Hittite Microwave HITT - Added @ $43.45. Removed @ $42.91 on Nov. 20, 2007 for a loss of -$0.54 or -1.24%. Mentioned by Tony Weber on 9/20/07. He liked this stock because it consistently beat estimates, but this quarter was in line and the Street did not like that.

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 Update; Nov. 20, 2007

2007-11-20T08:59:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
First Solar FSLR - Caught a double and reduced the position @ the closing price of $215.76. This locks in a gain of 50.84% on this profitable trade.
THE BAD:
Aegean Marine Petrol ANW - Closed down 5%, $0.37 over 50 day MA of $37.46
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Closed below 50 day M.A of $15.58.
China Mobil CHL - Blew through its 50 day M.A. of $85.71.
Core Labs CLB - Big move to the downside pushed the stock well below 50 day M.A. of $131.03
China Medical CMED - Closed below its 50 day M.A. of $41.11.
Cypress Semi CY - Has not hit $30.90, 20% trailing stop, but closed near 50 day M.A. of $31.76
Devon Energy DVN - Closed below its 50 day M.A. of $86.37
iShares European Monetary Union EZU -2 points to the downside sent the stock below 50 day M.A. of $121.39
European DJ Stoxx 50 FEU - Closed over 1 point below 50 day M.A. of $53.68
Focus Media Holding FMCN - Volatility brings this stock back near 50 day M.A. of $56.19
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - Closed at its 50 day M.A. of $50.34
Owens Illinois OI - This defensive stock closed below its 50 day M.A. of $42.66 on high volume. We need to keep our eye on it, I figure it may be some profit taking.
Claymont Steel PLTE - Finally an up day, and a close above 50 day M.A. of $19.66
Potash POT - Down 4.75%, closing below 50 day M.A. of $108.16
UCN Inc. UCNN - Closed just above 50 day M.A. of $4.23. I will look to lock in profits on another dip.
United Online UNTD - closed down, but above its 50 day M.A. $15.41
Meridian Bioscience VIVO - Closed below 50 day M.A. of $30.53
THE UGLY:
PowerShares G10 Currency ETF DBV - Added @ $27.26. Removed @ $27.68 for a gain of $0.42 or 1.54%. Mentioned by Kevin Mahn on 9/10/07. A real struggle for this currency ETF.
Taleo Corp. TLEO - Added @ $29.28. Removed @ $25.23 on Nov. 19, 2007, for a loss of -$4.05 or -13.83%. Mentioned by Nancy Prial on 11/2/07. It was a tough time to get into this high flying small cap. Ran into a wall of sellers.

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 Update; Nov 19, 2007

2007-11-19T08:58:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
Anadarko Petroleum APC - A 2% move put this stock well clear of its 50 day M.A of $55.39.
Focus Media Holding FMCN - Blows through its 50 day M.A. of $55.87, up $4.92 on Friday. Puts us back in the black on this trade.
First Solar FSLR - A huge, 21 point, move puts this stock near a Double for the Portfolio. When the stock hits $214.00, I will cut the position in half.
URS Corp. URS: Continues its positive Mo, with another $0.70 move Friday
THE BAD:
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Climbed just above its 50 day M.A of $15.52.
China Mobil CHL - Closed ever closer to its 50 day M.A. of $85.38.
Core Labs CLB - Closed above its 50 day M.A. of $130.68, on a gain of $3.55.
China Medical CMED - Closed up on Friday, above its 50 day M.A. of $40.98.
Cypress Semi CY - $30.90 is the 20% trailing stop. Closed 1 point above 50 day M.A. of $31.65
PowerShares G10 Currency ETF DBV - A slight up day brought the price closer to, but still below its 50 day M.A. of $28.43. Still sitting on the counter, next to the chopping block.
Devon Energy DVN - Finished Friday up $1.21, at its 50 day M.A. of $86.20
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - This high quality stock is very close to its 50 day M.A. of $50.29
Claymont Steel PLTE - Closed down for the third straight day, at 50 day M.A. of $19.67
Potash POT - Up 2.75% on Friday, closing well clear 50 day M.A. of $107.77
Taleo Corp. TLEO - Another move lower pushed stock below day M.A. $26.30. Will look to limit losses on this position.
United Online UNTD - closed down, but above its 50 day M.A. $15.41
Meridian Bioscience VIVO - Closed above its 50 day M.A. of $30.47
THE UGLY:
Vista Gold VGZ - Added @ $3.90, removed @ $5.40 on Nov. 16, 2007 for gain of $1.50 or 38.46%. Mentioned by Adrian Day on 8/23/07. I let this stock run a little too long and it was time to lock in profits.

Portfolio Update; Nov. 16, 2007

2007-11-16T09:18:00.000-05:00

Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
URS Corp. URS: Jumped huge of the merger news with Washington group. Now it sits well above the 50 day M.A. Patience was rewarded.
THE BAD: most of the usual suspects are back on this list.
Anadarko Petroleum APC - Even the announcement the increased position from Carl Icahn, the stock closed down near its 50 day M.A of 55.38.
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Closed below its 50 day M.A of $15.51. Technicals are looking weak.
China Mobil CHL - Below 50 M.A. Looks weak Pre-market.
Core Labs CLB - Broke through its 50 day M.A. of $130.25 on a tough day down 5 points. Poised for a bounce premarket.
China Medical CMED - Sitting roughly half a point over its 50 day M.A. of $40.82.
Cypress Semi CY - $30.90 is the 20% trailing stop. Closed one point above its 50 day M.A. of $31.51
PowerShares G10 Currency ETF DBV - A slight up day brought the price closer to, but still below its 50 day M.A. of $28.42. This stock is sitting on the counter, next to the chopping block.
Devon Energy DVN - Closed below its 50 day M.A. of $86.18
Focus Media Holding FMCN - Closed below its 50 day M.A. of $55.79. Currently a loser for this portfolio, I will be looking to limit losses for this volatile stock.
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - This high quality stock is very close to its 50 day M.A. of $50.29
Claymont Steel PLTE - Bouncing near 50 day M.A. of $19.67
Potash POT - Had a really bad day closing near its 50 day M.A. of $107.70
Taleo Corp. TLEO - Closed near its 50 day M.A. $26.31
United Online UNTD - closed a point above its 50 day M.A. $15.41
Vista Gold VGZ - After a big move for us, the stock closed near its 50 day M.A. of $5.31. I will be looking to lock in profits soon.
Meridian Bioscience VIVO - Closed at its 50 day M.A. of $30.42
THE UGLY: The chopping block is lonely, for now. By close of Friday it may have more company.

Portfolio Update. Nov. 15, 2007

2007-11-15T09:24:00.000-05:00

It is a volatile time to be in the markets, but no time for pity. The Brazilian stocks all have bounced nicely off their 50 day M.A., but, with volatile as King, I would not take my eye off of them just yet. Let me take you through some of the story stocks.
Closed Positions:
iShares Singapore Index - EWS Added @ $14.30. Removed on Nov. 14, 2007 @ $14.30 for No gain or loss. Mentioned by David Baker on 9/19/07. Spent 4th day below 50 day M.A. and showed few signs of recovery.
Powershares Intl. Dividend Achiever PID - Added @ $20.95. Removed on Nov. 14, 2007 @ the closing price of $21.06 for a gain of $0.11 or 0.53%. Mentioned by David Baker on 9/19/07. Almost the exact same story as EWS, and the small dividend is not enough to keep me waiting.

Penalty Box
China Mobil CHL - Has broken through its 50 day M.A., but it looks like near-term resistance is $94.75.
Core Labs CLB - Is above the 50 day M.A., but it may make a run for south of the border soon. Watch $130.25.
China Medical CMED - Has pushed through its 50 day M.A., but it may test it again before the week is through. There looks to be Support @ $40.75.
Cypress Semi CY - $30.90 is the 20% trailing stop. Hovering above 50 day M.A.
PowerShares G10 Currency ETF DBV - After closing above its 50 day on Tues., it finished Wed. below 50 day M.A. I may put this on the chopping block soon.
Devon Energy DVN - Remains perilously close to its 50 day M.A.
Focus Media Holding FMCN - Continues to bounce near 50 day M.A.
RS Corp. URS - While still below its 50 day M.A., two good bits of news give some hope. They were recently added to the S&P Mid cap 400 index, and Washington Group shareholders voted to approve the pending merger this morning. For these reasons, it will receive a temporary reprieve from the chopping block.

All the former members of the Penalty Box have made significant jumps over their 50 day M.A. and will continue to be monitored closely Best of Luck!

Portfolio Update for Wednesday Nov. 14, 2007

2007-11-14T09:23:00.000-05:00

We got a much need bounce yesterday, sending almost all of the visitors of the Penalty Box above their 50 day M.A. This does not mean they are out of the clear. Continue to monitor all the companies listed in Red. Including URS Corp. (NYSE:URS), which will be spending its second day under the 50 day M.A., but is coming off a nice bounce yesterday. Hopefully, the update tomorrow can focus on so few laggards. Best of luck!

Stock Picks from Last Week, Playing Catch-up

2007-11-13T20:17:00.000-05:00

With the roll out of the new Portfolio (into a terrible sell-off) last week, I fell behind updating the stock picks from a few Interviews. Here they are:

Global Investing; Vivian Lewis' Stock Picks
We discussed a unique way to play a growing Chinese middle-class and what Israel's addition to the FTSE list of developed countries on June 30, 2008.
American Dairy (NYSE:ADY), this Chinese producer of powdered milk should become the choice of uppity mothers across China.
First Israel Fund (NYSE:ISL) Vivian believes that this fund will be the first to get sucked up by other fund managers.
TEVA Pharmaceuticals (Nasdaq:TEVA) this maker of generic drugs should also get a lot of attention, come June 30, 2008.
Listen In!
http://www.wallstreetreporter.com/profile.php?id=27500

Royce Heritage Service (RGFAX); Charles Royce's Picks
Charles has a small cap focus (under $5 Bil) which chooses stocks with a long term horizon and focus of return on assets.
Both Lazard Ltd. (NYSE:LAZ) and Evercore Partners (NYSE:EVR) are two M&A companies that are being unfairly discounted due to an overall negative sentiment of the banking industry.
Morningstar, Inc. (Nasdaq:MORN) is dramatically expanding their product offerings and will make a great long-term holding.
AJ Gallagher (NYSE:AJG) Chuck believes that this is a great time to look at this insurance company.
Listen in.
http://www.wallstreetreporter.com/profile.php?id=27499

Lord Abbett Developing Growth A (LAGWX); Tom O'Halloran's Picks
Very much a top-down fund, Tom highlights two trends that should continue to return profits well into the future; Solar and Internet.
Sunpower (Nasdaq:SNPR) is a play on a residential build-out of solar panels. He notes that First Solar (Nasdaq:FSLR) is a better play on commercial solar expansion.
E - Health (Nasdaq:EHTH) is "the Geico of the health insurance".
Equinix, Inc. (Nasdaq:EQIX) helps provide more bandwidth for the Internet
Mercadolibre, Inc. (Nasdaq:MELI) is "the eBay of South America"
Listen IN!
http://www.wallstreetreporter.com/profile.php?id=27481

Portfolio Update

2007-11-13T09:00:00.000-05:00

It has been tough for stocks lately, but this mornings futures look positive. Only unloading one position, but the Penalty Box is full. This morning's hit list:

Quest Capital QCC - Purchase $2.59. Sold $2.60 on Nov 12, 2007 For a gain of $0.01 0.39%. Recommended by Dr. Mark Skousen on 9/20/07. Poor earnings shot the stock below its 50 day M.A.

PENALTY BOX: Keep your eye on these stocks.
Anadarko Petroleum APC - Near 50 day M.A.
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Seemed to bounce off 50 day M.A.
China Mobil CHL - First day below 50 M.A. Looks strong Pre-market.
Core Labs CLB - Near 50 day M.A.
China Medical CMED - Bouncing near the 50 day M.A.
Cypress Semi CY - $30.90 is the 20% trailing stop. Near its 50 day M.A.
PowerShares G10 Currency ETF DBV - First day below 50 M.A.
Devon Energy DVN - at its 50 day M.A.
iShares Singapore Index EWS - Near 50 day M.A.
ISHARE MSCI BRAZIL F EWZ - Near 50 day M.A. Looks like it will bounce today
Focus Media Holding FMCN - Bouncing near 50 day M.A.
Gol Air GOL - Bouncing near 50 day M.A.
Hittite Microwave HITT - Bouncing near 50 day M.A.
iShares S&P Latin 40 ETF ILF - Bouncing near 50 day M.A.
Noble Corp. NE - Bouncing near 50 day M.A.
Powershares Intl. Dividend Acheiv PID - Bouncing under 50 day M.A.
Claymont Steel PLTE - Bouncing near 50 day M.A.
CVRD RIO - Bounced off 50 day M.A.
Taleo Corp. TLEO - Bounced off 50 day M.A.
Unibanco UBB - Bounced off 50 day M.A.
United Online UNTD - Bounced off 50 day M.A.
URS Corp. URS - First day below 50 M.A.

Portfolio Subtractions After a Tough Week

2007-11-12T09:14:00.000-05:00

There is a list of stocks that were stopped out because they pulled below their 50 day M.A. Here is the list:

Bolt Technology BTJ Purchase - $36.35 Stopped out - $39.50 on Nov 7, 2007 for a gain of $3.15 or 8.67%. First Recommended by Jordan Kimmel on 9/21/07.
E-House EJ Purchased - $30.13 stopped out - $26.00 on Nov 8, 2007 for a loss of $4.13 or -13.71%. First recommended by Paul Goodwin 10/25/07.
EMC Corp. EMC purchase - $22.57 stopped out @ $21.50 on Nov 8, 2007 for a loss of -$1.07 or -4.74%. first recommended by John Buckingham 10/10/07.
Petro China PTR - Purchase - $136.74. 20% trailing stop - $213.00 on Nov 7th, 2007 for a gain of $76.26 or 55.77%. First Recommended by Jim Trippon 8/28/07.
Brazilian water SBS Purchase - $51.97. 50 day M.A. stop @ $50.25 on Nov 7, 2007 for a loss of -$1.72 or -3.31%. First recommended by Gordon Pape 10/5/07.

We are exiting these positions with an average gain of 8.5% and we will continue to monitor them to see if they will meet the Portfolio requirements in the future.

Keep Your eye on these stocks as they approach their 50 day M.A. (on the down side)
Aegean Marine Petroleum ANW
Aspen Technology AZPN
China Mobil CHL
China Medical CMED
PowerShares G10 Currency ETF DBV
Focus Media Holding FMCN
iShares Singapore Index EWS
Kinder morgan Energy Partners KMP
Powershares Intl. Dividend Acheiver PID
Claymont Steel PLTE
United Online UNTD
Meridian Bioscience VIVO

The Global Guru; Nicholas Vardy's Picks

2007-11-11T23:02:00.000-05:00

I hope you are ready to buy into some weakness, because Nicholas rattled off 5 Brazilian plays; 4 of which are ready to be added to the portfolio. First, the iShares Brazil Index (EWZ) will be added at its Friday closing price of $83.26. It is well above the 50 day M.A. and is ripe for the picking, down almost $3 on Friday. Second, Petroleo Brasiliero (NYSE:PBR) is another all star that will be added to the Portfolio at its Friday close of $107.76. Even if you believe that oil can not sustain these levels, PetroBras is for real. Third, CVRD (NYSE:RIO) will follow the lead and makes a great addition to the Portfolio at its Friday close of $35.70. Friday's pullback brought the stock under the standard 5% mark, but it has been trading well above the 50 day M.A. for some time now; welcome. Fourth, UniBanco (NYSE:UBB) was Nick's favorite Brazilian bank, and will make a great addition to the Portfolio at $148.86. The fifth and final stock mentioned does not join the party, but it may very soon. Banco Itau (NYSE:ITU) is below its 50 day M.A., but these banks do not have the same problems as US banks. It must be noted that Brazilian stocks have a rather high Beta. According to Nicholas, it is over 2, compared to US markets. I will be sure to monitor these additions closely.
LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27504

Nate's Notes; Nate Pile's Picks

2007-11-11T22:09:00.000-05:00

Unfortunately, none of Nate's picks are portfolio worthy just yet. Martek Biosciences (Nasdaq:MATK) is a good play on Omega 3 fatty acid and its acceptance into the mainstream of nutrition. It dipped below its 50 day M.A., like almost all stocks, on Friday but I will keep my eye on this story. He listed Wizzard Software (WIZD.OB) as a take-over play because they have become the largest "podcasting" company in the world. Also below its 50 day M.A., but at $2.52 it may make the Portfolio soon. Finally, Celgene (Nasdaq:CELG) has hit some hard times lately, but is a quality stock that needs a little momentum before it makes the Portfolio.
Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27517

WSR Portfolio Introduction

2007-11-07T21:49:00.000-05:00

In case you have not noticed there have over 125 stocks recommended during my Smart Money interviews. Can't keep track of them all? Well I can, and I have put them together into an easy to understand portfolio. They appear on the lower right-hand side of this blog and will be updated frequently. Here are the rules I will play by:

If a stock is 5% above its 50 day moving average when it is recommended, it will be added immediately.
If a stock is less than 5% above its 50 day moving average when it is recommended, it will be monitored until it rises over the 5% mark, or remains above the 50 day M. A. for 5 straight trading days. Then it will be added to the portfolio.
Once a stock is in the portfolio, it will be reevaluated once it dips below the 50 day M. A.
If a stock catches a double, I will sell half the position. The remainder of the position will be sold if the stock crosses the 50 day M. A. or hits a trailing 20% stop (which ever comes first).
For now, all positions will be started in, equal, $1000 increments.

More rules will be added, I'm sure, but this is to get things started. The current portfolio is up 17% since the stocks were recommended on the Smart Money. This does not include CHNR and KUN, which both caught triples and were subsequently sold from the portfolio for over 150% profit each. The bottom line is these picks can make you money, and it is my job to show you how. I'll be in touch.

Managers AMG Essex Small/Micro Cap Growth A (MBRSX); Nancy Prial

2007-11-05T12:05:00.000-05:00

Nancy has led this fund to a 26.7% gain YTD, and shows no signs of slowing now. Nancy was able to discuss two companies from her core holdings. She loves the growth from the on-demand software space. Taleo Corp. (NASDAQ:TLEO) which develops software for HR purposes. This company had a great pop from an earnings announcement the day before, up as much as 14% the day of this interview. Capella Education (NASDAQ:CPLA) which runs on-line educational courses is increasing market share and is expected to grow nicely in the future.
Successful managers make successful stock picks. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27457

Schroder U.S. Opportunities Inv (SCUIX); Jenny Jones

2007-11-05T11:50:00.000-05:00

Unfortunately, due to SEC regulations, Jenny was not able to mention any specific companies. Damn that SEC! She did, however, mention that the consumer area (retail and media specifically) are becoming attractive. She believes that the developing markets will slow, and will bring oil service and infrastructure companies down with them.
I wish that she could divulge more, but it is still a good idea to listen in.
http://www.wallstreetreporter.com/page.php?page=featured&id=27459

"Sound Advice" from Steve Horwitz

2007-11-05T11:16:00.000-05:00

Steven follows the time tested theory of buying low and selling high. It seems simple, but it takes real guts to recommend the types of out-of-favor stocks that grace the Sound Advice portfolio. Three of those companies we discuss are Boston Scientific (NYSE:BSX), Ford convertible preferred (F-PS), and Schering Plough (NYSE:SGP). BSX's stent business is slowing, but the Guidant segment has seen some profit growth and the minimally invasive surgical products are growing even faster. SGP has great pharmaceutical sales and a great pipeline. Fred Hassan is a genius and the stock should be bought on any dip. F-PS is a wild-card. If you believe that Ford has a shot to turn things around, then these convertible shares are a bargain.
Think you know how to find a turn-around? Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27425

Stifel, Nicholaus & Co.; Richard Jaffe-Retail Analyst

2007-11-05T10:56:00.000-05:00

You heard it here first, there will be a Christmas this year! While Richard is bullish on the consumer, he feels that there is a large scale shift among leading retailers. He believes Kohl's (NYSE:KSS) as the most likely to pull out of its slump. He cites there ability to promote brands such as Chaps by Ralph Lauren and now will promote the new Simply Vera brand. TJX Companies (NYSE:TJX) is a good defensive stock that will perform well in a tough retail environment. I am now a big shopper at TJ Maxx and Marshals, because I do not make Nordstrom-like wages. I really do not know much about this next company, but apparently if I were a girl aged 7-14 I would be all over Tween Brands (NYSE:TWB). Richard would like to see if the new management has been able to shake things up for the 4th qtr.
Want to here a guardedly bullish view on retail? Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27424

Cabot China/Emerging Markets Newsletter; Paul Goodwin

2007-11-05T10:25:00.000-05:00

Did someone say China? Yes, that's right. Who couldn't use some more exposure to China? Paul highlights a couple of his recent recommendations. E-House (NYSE:EJ) is, as its name would indicate, a real estate company in China. They market real estate and own the only on-line listing service in China, the Chinese equivalent to the MLS service offered in this country. It is a hot IPO, so beware (but I'm sold on the business). The other company mentioned was MindRay (NYSE:MR). They have created a cheaper alternative for medical imaging machines. This company is going international with some great success. He would be buying any pullbacks.
You must know Chinese stocks, and you must LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27384

MoneyandMarkets.com; Martin Weiss

2007-11-05T09:55:00.000-05:00

Once the interview finally started, it was clear to see that Martin Weiss had solid ideas for investing. Here are the key points; US economic slowdown already happening, International ETF's, bearish US dollar, and bullish on gold. That is, perhaps, the consensus view on the markets right now, but should not be discounted. These are valid themes, with a very strong case. He threw out a nice disclaimer for all investors; do not over-invest, keep reserves of cash on hand.
Great investment advice worth a listen. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27382

The Rhodes Report; Richard Rhodes

2007-11-05T08:58:00.000-05:00

Richard says his fundamental analysis "is the canvass on which he paints" and technical analysis gives him the proper entry and exit points. Technically speaking, Richard believes that there is some "top-building" developing in the S&P 500 and thinks that it may test the August lows of 1370. He also sees "top-building" in the oil service and exploration stocks, so he is shorting such stocks Frontline (NYSE:FRO), Teekay Corp. (NYSE:TK), Transocean (NYSE:RIG), and Schlumberger (NYSE:SLB). Richard used the phrase, "thrown the baby out with the bathwater" when describing regional banks (the baby) and Big financials (the bathwater). I love metaphors! He is also the only pro that I have interviewed that is bullish on the dollar.
He is a contrarian and you should probably Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27351

The Medical Technology Stock Letter; John McCamant

2007-11-04T21:37:00.000-05:00

John McCamant really has his fingers on the pulse of the Bio-tech industry (poor pun intended). GenVek (Nasdaq:GNVC) caught his eye with a gene based treatment for inoperable pancreatic cancer. He believes that the phase III trial will be set up soon, and he has a BUY on this stock under $3 (currently sells at $2.44). Amylin Pharma (Nasdaq:AMLN) is developing a once a week diabetes treatment which could give the stock a nice push.
Bio-tech is a tough industry to figure out, so leave it to the pros. LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27350

The PAD System Report; Dan Seiver

2007-11-04T21:17:00.000-05:00

Patience and Discipline. Two traits that we could all use a bit more in our investment approach. Dan takes us through his strategy and is using the aging "Baby-boomer" theme to uncover some of his stock picks. If you have aching joints and creaking hips Stryker (NYSE:SYK) and Zimmer Holdings (NYSE:ZMH) may be the biggest beneficiaries. Both companies can help replace those nagging joints so you can still go rock climbing in your free time. He also believes that, get this, the dollar will continue to depreciate.
I can think of two worse traits to use for investing. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27349

Touchstone Diversified Small Cap Growth Fund (TDSIX); Richard Jandrian III

2007-11-04T20:57:00.000-05:00

This fund is up 17.8% YTD and seeks growth from a bottoms-up basis. Richard Jandrian tell us why two of his core holdings should be poised for future success. The first company we discussed was Euronet Worldwide, Inc. (EEFT:Nasdaq). This company is in a sweet spot for emerging market growth. They do data processing for cell phones and ATM's. When you have a growing middle class there are two things that are in high demand; Phone calls and cash. Micros Systems, Inc. (MCRS:Nasdaq) does IT consulting for restaurants and hotels with over 50% of the sales coming from outside the US. Oh, by the way, these stocks are up 15% and 13% respectively since his recommendations.
Great performance leads to great insight. Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27348

Trade Your Way to Financial Freedom; Dr. Van K. Tharp

2007-11-04T20:37:00.000-05:00

Who hasn't had dreams of trading for a living? I mean we all pride ourselves on making good stock picks, but the good Doctor knows how to take it to the next level. This was a great interview, with terrific insight into the psyche of a successful trader. Many times we get in our own way of becoming a great trader. Dr. Tharp goes over several pitfalls that often take out good trades and make them lousy (or make lousy trades even worse). I am reviewing his book now and I'm sure it will not take long for me to try a life of trading myself (I'm sure my fiance will love that).
If you ever thought you wanted to trade for a living, LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27291

The Stock Prospector; Eric Dany

2007-10-30T21:41:00.000-04:00

Eric only recommends stocks with PEG ratios under 1. He begins each year with a list of "winning stocks", and he took us through a couple of those picks. General Cable (NYSE:BGC), Illumina (NASDAQ:ILMN), Chattem Inc. (NASDAQ:CHTT), and his "Best Buy of the Year" General Electric (NYSE:GE). Illumina is the most interesting of his picks. It is a Bio-tech company that is involved the mapping of DNA. Their technology is used by other bio-techs to help medical research. Very fascinating stuff.
Solid interview and some winners. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27289

The Prudent Speculator; John Buckingham

2007-10-30T21:27:00.000-04:00

John has an outstanding reputation and an even better track record. Since 1977, his picks have averaged over 20% annually. He is a bottom feeder with a long-term strategy. Were you in Apple at $7 and Dryships at $12, because John was. Now he is sifting through the housing and mortgage sectors seeking values. He likes EMC for its stake in VMware, United Online (NASDAQ:UNTD) for its stake in Classmates.com and the 5% yield, and Cypress Semi (NYSE:CY) for its ownership of Sunpower.
Two words - LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27288

InvesTech Research; James Stack interview

2007-10-30T20:59:00.000-04:00

Another Montana man who really knows his stuff. James is a true market historian and believes that housing still has 1-2 more years of pain before we see the bottom. He is advising his clients to get defensive with their portfolios. He has increased his cash position to 35% and has picked high quality stocks from three defensive sectors; consumer staples, healthcare, and energy. Coca-Cola (NYSE:KO) has 80% of its total sales come from over-seas which is important because of the falling dollar. He likes Johnson & Johnson (NYSE:JNJ) and Abbot Labs (NYSE:ABP) for healthcare. EnCana (NYSE:ECA), Devon Energy (NYSE:DVN), and Conoco Philips (NYSE:COP) are good ways to profit from high energy prices.
Very smart commentary on topics that affect everyone. LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27267

Granville Market Letter; Joe Granville interview

2007-10-24T23:17:00.000-04:00

Doomsday is upon us according to Joe. His predictions have come true in the past, and he seems to be shorting the market successfully. With that said, I find it hard to believe that the Dow will see 7100 ever again, but Joe says that the "charts" predict just such a decline. He uses charts to predict market events and stock prices. When shorting a stock, a stock will hit the top, decline, bounce back below its high and then look out basement. Not a technician myself, this type of analysis really intrigues me. I think Joe is on to something, but I do not think that these markets are heading for the same crash we saw in '29. By the way, I have spoken more in this blog entry than in the whole interview. He's a talker.
Got Crash? Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27253

Upside Newsletter; Richard Moroney interview

2007-10-24T22:50:00.000-04:00

Rich has developed a very interesting quantitative system for ranking stocks called Quadrix(R). This system uses many different metrics in seven categories to deliver an overall Ranking. He developed the system in 1999 and has been using it to recommend stocks since then. We discussed some of the highest rated stocks in his portfolio; optionsXpress (NASDAQ:OXPS) and Men's Wearhouse (NYSE:MW). OXPS received a score of 100 and MW had a score of 99. Another industry that ranks highly with his system is oil & gas service. He is bullish on NATCO (NYSE:NTG) and Helix (NYSE:HLX). NTG is a specialty equipment company and would be a more broad energy play, while HLX has exposure to the Gulf of Mexico (a.k.a. riskier).
Great system should make for great stock picks. ListeN In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27252

Ruff Times; Howard Ruff interview

2007-10-24T22:38:00.000-04:00

This certainly was a "Ruff" interview. Howard had just returned from a long fishing trip in Utah and had been secluded from civilization for a bit too long. He likes gold and silver, but he did not have any specific stocks on hand to use ass examples. He mentioned that silver has more industrial uses, and therefore will be in high demand. I am willing to give him the benefit of the doubt because his logic seemed reasonable, so I will check in with him again in the future. He should have some good insight into nuclear energy by then.
That's why they call it fishing... not catching. listen in.
http://www.wallstreetreporter.com/page.php?page=featured&id=27205

The Bowser Report; Max Bowser

2007-10-18T09:07:00.000-04:00

Max is a real interesting guy, with a an interesting investment technique. He invests in stocks under $3, and has been doing so for over 40 years. This is a real Old School newsletter. I was sent a copy, and it actually comes in the mail... on paper! Truly amazing stuff. Now back to the stock picks. Global Med (GLOB.OB) is a $1.40 stock that specializes in software for blood banks. Feminine Health Co. (AMEX:FHC) produces, get this, feminine condoms. Max asked me if I knew what a condom was. Can you believe this guy? Regardless, the company has positive earnings, and is selling a ton of these condoms to Africa to help the AIDS epidemic.
These stocks should definitely be on the radar and you should Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27203

Cabot Benjamin Graham Value Letter; Roy Ward

2007-10-17T22:23:00.000-04:00

Roy Ward follows the principals of the "Father of Value Investing"; Benjamin Graham. It was a real pleasure to talk real value investing with Roy. His newsletter details which companies meet the strict requirements of Ben Graham and then he gives a buy price and sell price. Mylan Inc. (NYSE:MYL) is a generic drug maker that should profit from a recent, major, acquisition. The stock is currently selling for $15.44, well under his buy price of $20.16 and has a sell price $26 (a 66% profit). Noble Corp. (NYSE:NE) is a oil & natural gas explorer. Using Roy's price estimates this company could have gains of 36%.
Great investing advice! LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27202

Susquehanna Financial Group; Jason Kolbert

2007-10-17T21:49:00.000-04:00

Jason is a senior Bio-tech analyst and seems to know what he is talking about (because I didn't really understand). He went into major detail about Hepatitis C treatments and some companies that will be releasing data soon. He spoke positively about Intermune (INTM) and Vertex (VRTX) regarding their DAV treatments for Hep-C. He basically assured me that Lev Pharmaceuticals, Inc. (LEVP) will gain approval on their current drug for Hereditary Angioedema. This would send the $1.65 stock soaring. He identified PDL BioPharma (PDLI) as a take out candidate.
You might learn something, so Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27185

Internet Wealth Builder; Gordon Pape

2007-10-17T10:20:00.000-04:00

Gordon has some good news and some bad news about the falling US Dollar. The rapid appreciation of the Canadian dollar has been diminishing gains for Canadians, but acts as a nice double for US investors; a hedge against the US dollar and a solid investment in a growing economy. He advises that US investors seek companies that are listed both in Canada and the US. Rogers Communications (NYSE:RCI), Suncor Energy (NYSE:SU), and Manulife Financial (NYSE:MFC); just to name a few. He mentioned a few promising international stocks; Telefonica Sa (NYSE:TEF) up 14% and (NYSE:SBS) a Brazilian water company with a long, unpronounceable name.
Canada is the real deal Holyfield. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27092

Jack Adamo' Insider PLUS; Jack Adamo

2007-10-17T10:02:00.000-04:00

It turns out that he just moved into a new office in my Hometown of Lincoln Park, NJ. What a small world! Sometimes insider buying can be a public relations event, according to Jack Adamo, but in his newsletter he seeks "genuine" insider transactions. He mentions American Eagle Outfitters (NYSE:AEO) has seen some strong insider buying along with Kinder Morgan Energy (NYSE:KMP), which yields a nice 6.8%.
His name is Jack and he works in Lincoln Park. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27028

Luther King Capital Management; Steven Purvis

2007-10-17T09:42:00.000-04:00

Steven gives his top three industries and his favorite stock from each industry. For Aerospace and defense stock, he likes Ladish Corp. (Nasdaq:LDS), a parts supplier for the aerospace industry. Core Labs (NYSE:CLB) is his Energy play. This company helps get more oil out of known reserves and is aggressively buying back stock. Meridian Bioscience (Nasdaq:VIVO) has been a nice Health care stock for them, but at these levels they will not be adding to their position.
Fairly bullish, fairly good stock picks, fairly good interview. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27027

The Coolcat Reports; Kevin Kennedy

2007-10-16T22:24:00.000-04:00

WOW! Kevin's picks are like printing money. All I'm going to do is tell you the companies that he recommended and how much they are up since Sept. 28th. China Shenghuo Pharma (KUN:AMEX) up 137%. New Oriental Energy & Chemical (NOEC:NASDAQ) up 25%. China Natural Resources (CHNR:NASDAQ) up 192%. This is what it's all about!
You want good stock picks, then you better LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27025

Aston/Veredus Aggressive Growth (VERDX); B. Anthony Weber

2007-10-16T22:14:00.000-04:00

Tony, as he is known to his friends, uses an interesting investment style which has propelled his fund to some great success this year. This funds seeks out companies in which the Street has underestimated the earnings. We discuss three core holdings that are prime examples of this strategy; URS Corp. (URS:NYSE), Ansys (ANSS:NASDAQ), and Hittite Microwave (HITT:NASDAQ). Look for these stocks to beat the earnings and maybe get a nice pop because of it.
URS and ANSS are up almost 10% in less than a month. He Knows what he is talking about. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=26916

Forecasts & Strategies; Dr. Mark Skousen

2007-10-16T21:54:00.000-04:00

Dr. Skousen is a very straight forward guy with some skepticism about Dr. Bernake's 50 basis point double whammy. He says that Dr. Ben may have "thrown in the towel" trying to bail out some banks who got themselves into this mess. But he showed more concern about the falling dollar. If it is the Fed's job to control the dollar, then serious policy changes are needed to halt the US dollar's decline. He recommended Quest Capital (AMEX:QCC), a $2.85 Canadian financier (up a quick 15% since Sept. 20) and China Medical (NASDAQ:CMED) for its promising FISH technology.
He is a Doctor with some good stock picks. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=26915

Paradigm Opportunity Fund (PFOPX), Jason Ronovech

2007-10-15T18:56:00.000-04:00

Jason is the portfolio manager of a quality mutual fund in the small cap value category, up 21% for the past twelve months. He has a sound investment strategy and had some good stock picks. Radiant Systems (RADS:NASDAQ) runs hospitality software for the retail space and has a nice short position against it; 13.5% of float (could see a nice pop if they beat on earnings). Trinity Bio (TRIB:NASDAQ) has a rapid HIV test kit and the CDC has determined that a kit of this nature should be used in urban markets. While this does not necessarily mean they will only use Trinity's test, it is a front-runner in the field. Finally, we discussed the generic drug maker KV Pharma (KV-A:NYSE). This company has firm hold on the OBGYN niche of drugs, and the potential for future drugs looks bright, according to Jason.
Good stocks for any portfolio, all up a respectable 5%. Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=26917

Magent Investment Group; Jordan Kimmel

2007-10-11T14:27:00.000-04:00

"Finding only Superlative companies" and "free cash flows leads to the Spiral of the Fortuitous". These are just two of the magnanimous one-liners from this interview, unfortunately for us the rest of the interview lacked the vigor and substance that I expected. Basically, it was a dud. Apparently, his company was recently acquired and his investing style is now a highly guarded secret. No stock picks, no investing ideas, and certainly nothing worth listening to. On the bright side, he sounded happy about not answering my questions.
You should listen to this one if you want to hear me struggle for answers. listen.
http://www.wallstreetreporter.com/page.php?page=featured&id=26914

Transamerica Premier Funds; Michelle Stevens

2007-10-11T14:01:00.000-04:00

In a business that is still dominated by men, it is refreshing to here a woman's voice, and her fund is on fire! When I performed this interview, TPSMX was up 39% for the past 12 months. Her fund is overweight in the shipping industry and she discussed two of her core holdings; Omega Navigation (ONAV:Nasdaq) and Aegean Marine Petroleum (ANW:NYSE). These two stocks are up 6% and 18% since her recommendation. Claymont Steel (PLTE:NASDAQ) is another company that she has identified as a turnaround play. Their main product is a specialized form of steel used in bridge construction and the backlog of orders is growing. Be aware that it may take a few quarters for their capital spending to pay off and the profits to start flowing.
This was a great interview with an extremely intelligent and well-spoken woman. LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=26912

North American Management; David Baker

2007-10-10T21:59:00.000-04:00

David had spent most of the spring and summer on the sidelines, but now he is ready to deploy some capital. He is bullish on energy, materials, and water. I drink over a gallon of water a day, so I know the power of water, but he told me how profitable it can be (though I don't remember getting a penny for the water I drink). He believes that the sheer number of new consumers is the way to play the emerging market. He gave 3 European ETF's; FEU, PID and EZU to gain exposure to the expansion of Eastern Europe. As far as Asia is concerned, he thinks that Singapore will emerge as the financial capital. The Singapore index ETF, EWS, is up 9% in under a month after his recommendation.
Sound investment advice from a real PRO. Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=26801

The Stanford Group; Han Li, PhD.

2007-10-10T21:39:00.000-04:00

Wow, this guy is smart. I guess they don't give out PhD's to just anyone. Fall is the season for Bio-tech. According to Han Li, there are 17 medical coferences between September and December and countless companies revealing results for their latest drugs. He gave me the real story behind Erbitux's affect on Imclone (IMCL:NASDAQ) and describes the promising partnerships of Aspreva Pharmaceuticals (ASPV:NASDAQ). As if that wasn't enough, he told about Arqule Inc. (ARQL:NASDAQ). This is a $7.50 Bio-tech company which he believes can double over the next year.
You can't spell Bio-tech without io-tec. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=26804

Heartland Value Plus Fund (HRVIX); Bradford Evans

2007-10-09T12:30:00.000-04:00

This fund was up 23.8% over the past twelve months and Brad shed some light on how he achieved such success. He highlighted two industries that should be ready for a turnaround; Chemicals and Natural Gas. Olin Corp. (NYSE:OLN) is a chemicals company that has two other units that the street has not fairly valued and Brad gave a price target of $28. Cimarex (NYSE:XEC) is a natural gas company with a strong balance sheet. According to Brad, this company lists "known" reserves, not "probable" reserves like other companies. He throws a price target of $46 its way.
He is a successful money manager that knows his stuff. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=26741

Next Generation Equity Research; R.J. Hottovy

2007-10-09T11:48:00.000-04:00

R.J. is a Senior Retail Analyst. Being a US consumer myself, I was interested to know how I would be spending my money during the back-to-school season. Flexible inventories! That's the key to successful retailing. He really liked the discount shoe retailers DSW Inc. (NYSE:DSW) and Brown Shoe (NYSE:BWS). We also spoke about one of my personal favorite stores Urban Outfitters (Nasdaq:URBN). I feel that the Urban has lost a bit of its appeal, but R.J. says that the key to the company's success are the Anthropology, Free People, and the new Train/Greenhouse brands.
If you like buying things, you should LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=26718

Smart Growth Mutual Funds; Kevin Mahn

2007-10-09T09:43:00.000-04:00

This guy was a little TOO prepared for this interview. The first 10 minutes sounded like he was reading from a script, and the second ten minutes didn't get much better. On the bight side he did mention a few ETF's that are worthy of consideration; ILF:AMEX, which follows the S&P Latin America 40 and DBV:AMEX, which is a unique G10 currency "carry-trade". ILF is up 20% since the recommendation, and DBV is up an inflation-quenching 6%.
Not the best interview. Listen at your own risk.
http://www.wallstreetreporter.com/page.php?page=featured&id=26627

A. Gary Shilling's Insight; Gary Shilling

2007-10-09T09:07:00.000-04:00

There needs to be a new word invented for how bearish Gary Shilling is on the economy. I'll call it "Grizzly". You may have seen him on "Kudlow & Co." speaking about the "Sub-prime Slime", well he is just as bleak and "Grizzly" in person. His 12 themes for 2007 all lead to a world wide recession. His recommendation is to buy the 30 year treasury bond for reasons of capital appreciation.
If you are like De Niro, a raging-bull, you need to LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=26607

Professional Timing Service; Curtis Hesler

2007-10-08T15:03:00.000-04:00

Curtis is from Montana, and he informed me that forest fires are a big problem for them. I had no idea, but not to worry, he should be out of harm's way. He is a commodity bull and has a price target of $1000 for gold by 2010. That does not seem so far fetched now that gold has had a 7 handle on it for months now. His favorite gold plays are Yamana (AUY:NYSE) and US Gold Corp. (UXG:AMEX). He loves refiners, especially these two,Valero (NYSE:VLO) and Frontier Oil (NYSE:FTO), which have the capability of refining lower quality crude oil. Watch out for Altius (ALS.TO), a Canadian mining company that is seeking approval to build a refinery in the next 5 years.
He may live in Montana, but this guy is not out of touch. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=26582

The Complete Investor, Dr. Stephen Leeb

2007-10-08T14:19:00.000-04:00

Oil at $100 a barrel! Not that far away if you ask Dr. Stephen Leeb. He thinks that there is a probability that we will see $200 oil in our lifetime. He highlighted several alternative energy stocks that could profit from high oil prices; (FSLR:NASDAQ), (GE:NYSE), and (ENER:NASDAQ). He really likes the Florida Utility, FPL Group (FPL:NYSE), for its expansion into wind power. But don't think that he has given up on the oil service companies, some of his highest recommendations were Schlumberger (SLB:NYSE) and PetroChina (PTR:NYSE).
His unique views on Oil make this interview a must listen!
http://www.wallstreetreporter.com/page.php?page=featured&id=26543

Boenning & Scattergood, Inc., Bradley Mook

2007-10-08T12:24:00.000-04:00

I have a secret, On-demand software is where it's at. Shhh... Brad gave me the skinny on this software trend and he describes 3 small-cap companies that are pure plays. Everything that we do is being linked to the Internet right now, why not have all your software applications on someone else's server too? This is the idea behind on-demand software, and LivePerson (Nasdaq:LPSN), ART Tech (Nasdaq:ARTG), and UCN Inc. (UCNN.OB) are the companies that have a chance to profit from this trend. All of these stocks are up since his recommendations, including and 10% gain for UCNN.OB and 16% for LPSN.
Learn about the technology you'll be using tomorrow; today. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=26473

The China Stock Digest, Jim Trippon

2007-10-08T12:03:00.000-04:00

While based in Texas, Jim spends much of his time in China getting a closer look at the country on the forefront of every one's mind. He told me that if I were to visit one city in China it should be Bejing, because it offers the best blend of old and new world China. Back to the stock picks. Jim was adamant about Petro China (NYSE:PTR), China Mobil (NYSE:CHL), and Aluminum Co. of China (NYSE:ACH). These stocks are up big since his recommendations; 29%, 34%, and 17% respectively. To say that Jim Trippon is bullish on China would be an understatement. He believes that China is in year 20 of a 70 year bull run, and the growing middle-class will lead the way.
China is here to stay folks, and Jim tells us why. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=26445

"High Yield Investing", StreetAuthority.com's Carla Pasternak

2007-10-08T11:33:00.000-04:00

Carla Pasternak is a terrific high yield stock picker from Canada. Living in Canada keeps her right on the pulse of all the Energy Trusts out there. She clued me in to the MLP's (Master Limited Partnership) and its benefits over the Income Trusts. She reveals August's "Income Security of the Month", Harvest Energy (NYSE: HTE), which currently yields 14% and lists her favorite MLP's (upstream and downstream, listen in and you'll find there is a big difference).

Even if you are not an income investor, this interview has a lot to offer. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=26383

Adrian Day, The Global Analyst

2007-10-05T10:00:00.000-04:00

This was one of the greatest interviews I have ever done. First of all, he has a British accent. That makes anything more enjoyable to listen to. Honestly though, the man knows his stuff. He took me through all of the emerging markets around the world and gave me his favorite stocks from those countries and told me which countries he was not interested in. Some of the best stock picks came from this interview. If you invested in Goldcorp. (NYSE:GG) when he said to, you would be up over 32%. He recommended Gol Airlines (NYSE:GOL) and Gafisa(NYSE:GFA) because he loves the Brazilian Economy right now. By the way, those stocks are up 8.5% and 25.5% respectively. He is skeptical about Russia, sold his positions in India, thinks Mexico may be overvalued, and his favorite market right now is Thailand!

This interview may be a little long, but you must listen in if you are serious about investing overseas. Do your portfolio a favor, Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=26478

The Option Strategist; Larry McMillan

2007-10-05T09:44:00.000-04:00

Talking options with Larry McMillan was a real honor. The guy is a legend! He clued me in to the 4 technical signs that he uses to judge the health of the markets: VIX, put-to-call ratio, breadth, and finally the $SPX (some times the Russell 2000). The markets were extremely volatile when this interview took place, but I did not get the feeling that worried him in the least. Perhaps this was even an ideal trading situation for him.

Larry really knows his stuff and the interview was great. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=26295

Pennystocks.com Founder; Peter Leeds

2007-10-04T13:09:00.000-04:00

I had the pleasure of speaking with Peter Leeds, The "Penny Stock Pro". He has developed a great way to sift through the thousands of penny stocks out there, and he has aptly named this process "Leed's Analysis". One of his favorite stocks at the time was Move, Inc. (Nasdaq:MOVE) a leader in online real estate services. This gem is up 13% since he recommended it on my show. This next stock is a really penny stock, WWA Group Inc. (WWAG.OB), which auctions industrial equipment in places such as Dubai. At $0.75, this stock could be a real winner.

Listen to our interview. He is great guy with a great reputation.
http://www.wallstreetreporter.com/page.php?page=featured&id=26254