Showing posts with label Stocks. Show all posts
Showing posts with label Stocks. Show all posts

Thursday, August 18, 2011

Best 10 Stocks Jim Cramer Recommended the Most Last Week

Best 10 Stocks Jim Cramer Recommended the Most Last Week ; During the last week, his favorite buy recommendations (10 stocks that are recommended in at least two separate shows) on Mad Money were as follows:



1. Verizon (VZ)

Cramer recommended Verizon twice in the past week. In light of recent labor problems, Cramer said that Verizon needs to remove the costs of operating landlines, as they are not making the money Verizon needs them to in order to justify operations. This telecommunications stock received a buy recommendation from Cramer because of its 5.8% yield as well as his belief that Verizon will come out on top with their labor issues.



2. EOG Resources (EOG)

Cramer rated this stock as a buy twice last week. This domestic oil and gas producer reported a terrific quarter and beat estimates by $0.32. Cramer feels this is a growth stock that is poised to do well when oil prices bottom. T. Boone Pickens of BP Capital has increased buying of EOG (see more of BP Capital’s holdings here). Cramer stated that EOG Resources is the most underrated stock in the oil market. This market is giving EOG too little recognition for the company’s assets (considering BHP Billiton’s (BHP) willingness to purchase Petrohawk (HK) for $12.1B) and is providing a chance to own one of Cramer’s absolute favorite stocks. EOG earned $1.11 per share, beating estimates by $0.32 cents per share. The company doesn’t need high crude prices to maintain earnings, as they have ample new production.



3. Wynn Resorts (WYNN)

Cramer expressed his love of this gaming stock twice in the past week. “In Steve Wynn I trust,” exclaimed Cramer, who thinks Wynn Resorts is poised to go higher. Cramer said casinos are similar to restaurants in that when the price of gas goes down, the more discretionary income a consumer has to spend elsewhere. While Cramer doesn‘t think Penn Natl. Gaming (PENN) is bad, he prefers Wynn played with deep in the money calls. Morgan Stanley saw the firm as one of the “best-positioned” in gaming due to its product pipeline strength.



4. Perrigo (PRGO)

Cramer recommended this stock twice over the past five days. Referred to by Cramer as the “best knock-off company known to man,” he believed it would report a good quarter. This “knock-off” producer opened down 8 points Tuesday when traders thought they were pouring cold water on future expectations, but rallied 9 points instantly. It was just a conservative move from one of Cramer’s favorite stocks.



5. Saks (SKS)

Cramer recommended Saks twice last week. This high-end fashion retailer reported a better than expected quarter, although the stock has dropped 31% since March. Chairman and CEO Steve Sadove said the company is experiencing 15% top-line growth and the online business growth is up 50% since its inception. In 2010, Saks Direct (the online arm of Saks) saw revenue increase 28% year-over-year. The retailer is also seeing solid sales figures. In 2010, about 70% of sales were at full-price. Cramer doesn’t understand how the stock price is so low, and suggests that means it should be bought.



6. Cisco Systems (CSCO)

Cramer gave this stock a buy recommendation while remaining quite bearish on the tech industry as a whole. “Cisco is okay to own,” he said. “If it drops below $15, buy it. It’s no longer in the dog house.” Zeke Ashton of Centaur Capital Partners has CSCO shares representing more than 7.5% of their portfolio (see Ashton’s other picks here).



7. Home Depot (HD)

Cramer recommended this stock twice in the past week, once on its own and once in comparison to Lowe‘s (LOW). The world‘s largest home improvement retailer reported a great earnings quarter in which net income rose 14% (primarily due to storm damage). Cramer recommends owning stock from this company that continues to deliver. Jason Capello of Merchants’ Gate Capital may feel differently, as he reduced his firm’s portfolio exposure to Home Depot by 29% (see more of Capello’s holdings here).



8. Starbucks (SBUX)

Cramer raved about this stock twice during the past week. This renowned coffee producer/retailer has not seen a decrease in sales lately and Cramer recommends buying this stock as the company’s gross margins could surge. Cramer recommends owning Starbucks because Howard Shultz pledged to keep out of politics and to continue to hire. Glenn Russell Dubin of Highbridge Capital Management purchased a considerable position in the coffee retailer.



9. SPDR Gold Trust (GLD)

Cramer recommended playing the precious metal through this ETF twice last week. With the price of gold up 25% YTD, Cramer bolstered his stance on owning gold to insure the portfolio against drops in markets. Cramer stated the SPDR Gold Trust ETF is the safest, most convenient way to play the precious metal. John Paulson of Paulson & Co. has 13% of its 13F portfolio in GLD. Gold is not done going up and the only time Cramer would recommend selling gold is when it represents more than 20% of your portfolio.



10. Whole Foods (WFM)

This past week, Cramer recommended owning this natural, organic food supermarket two times. Cramer said he does not like the supermarkets and gave Winn-Dixie (WINN) a sell recommendation. However, Cramer reinforced that he did like Whole Foods. The stock has a market cap of $10.2 billion and P/E ratio of 31.68. (sourcce, seekingalpha.com )

stock market predictions august 22 august 2011

stock market predictions august 22 august 2011 - stock market oulook 22/8/2011, stock market forecast for week august 22 2011 : U.S. stocks tumbled amid growing concern the economy is slowing and speculation that European banks lack enough capital, while hopes for more stimulus from the Federal Reserve receded.



Economic growth is weak around the world, and some economists worry that a second recession may be coming. Later Thursday, investors will turn their attention to the U.S. Labor Department, which will release weekly claims for unemployment benefits. High unemployment is a major reason why growth in the U.S. has stalled and jobs data is carefully monitored for any changes.



Investors also have worries about Europe. Some countries have borrowed so much that they may not be able to repay their bonds, and economic growth there has slowed. Concerns about a possible default by a European country have dominated the market in recent weeks.



European shares opened lower after an initiative unveiled in Paris on Wednesday august 17 2011, to improve Europe’s fiscal picture failed to assuage fears that the continent’s debt crisis was headed to a blowup.



Britain’s FTSE 100 lost 1.1 percent to 5,273.42 and Germany’s DAX fell 1.5 percent to 5,852.32. France’s CAC-40 was down 1.5 percent at 3,206.60. Ahead of the opening bell on Wall Street, Dow Jones industrial futures were down 1 percent to 11,264 and S&P 500 futures slipped 1.2 percent to 1,175.20.



Bank of America Corp. (BAC) and JPMorgan Chase & Co. (JPM) dropped more than 4.6 percent as Sweden’s financial regulator said his country’s lenders must do more to prepare for a worsening in Europe’s debt crisis that could cut off funding. Caterpillar Inc. (CAT) sank 5.6 percent, pacing losses in companies most-tied to economic growth, as jobless claims rose, consumer inflation accelerated more than forecast and the Philadelphia-area manufacturing index fell to the lowest level since March 2009.



The Standard & Poor’s 500 Index slumped 4.1 percent to 1,145.07 at 10:29 a.m. in New York. All 10 groups in the S&P 500 dropped at least 1.8 percent. The Dow Jones Industrial Average fell 438.62 points, or 3.8 percent, to 10,971.59. Treasuries rallied, pushing 10-year yields to a record low.

Sunday, August 14, 2011

Hot news that could affect the financial markets for week august 15 -19th 2011

Hot news that could affect the financial markets for week august 15 -19th 2011 : The high volatility in the financial markets during last week subsided by the end of the week; this volatility was stem by the news of Standard & Poor’s downgrading the US credit rating from AAA to +AA for the first time in US history. ECB’s intervention in the debit crisis in Europe also helped to stabilize the market.



This week there are many news items that could affect the financial markets including, among others, the US TIC long term purchases, preliminary second quarter GDP growth rate in Europe and Japan, Euro Area and US inflation rate, and Japan’s trade balance. Here is an economic news calendar for the week of August 15th to August 19th that highlights the main news items and reports related to U.S, Europe, Australia, Japan and Canada.



Sunday 14th of August 2011 00:50– Japan’s preliminary GDP 2Q2011:

Japan’s economy continues to demonstrate contractions as its gross domestic product fell by 0.9% during the first quarter of 2011, and 0.8% during the fourth quarter of 2010. The Tsunami that hit Japan back in March will likely to affect its economic slowdown in second quarter 2011. This news could affect the strength of the Japanese Yen;



Monday 15th of August 2011 14:00 – US TIC long term purchases:

The Treasury International Capital report will present the main changes in the purchases and sales of US long term treasuries during June 2011. In the previous report regarding May 2011, the net foreign purchases reached $23.6 billion; the increase in purchases was mainly driven by China. In the upcoming report there might continue to be a rise in purchases. Due to the recent news of the US credit rating downgrade, its likely to have also affected traders to further purchase Treasury bills



Monday 15th of August 2011 2.30 Monetary Policy meeting Australia’s Bank :

The minutes of the monetary policy meeting of the reserve bank of Australia will be published; it shows the main domestic and international factors that affected the board’s decisions on the Bank’s basic interest rate which is at 4.75%; this decision might also affect the AUD/USD and consequently the pricing of major commodities including crude oil



Tuesday 15th of August 2011 10:00– Main Europe’s economy’s GDP 2Q2011 report:

Germany will publish this week its preliminary second quarter GDP report. This report will show the changes in the economic growth in Euro Area. According to the recent report in the first quarter of 2011, the Euro Area GDP grew by 0.8% compared with the previous quarter. This news might affect the Euro; there are early expectations of a lower growth rate in the second quarter



Tuesday 15th of August 2011 13.30 – U.S. Building Permits:

The recent report showed an improvement as the adjusted annual rate reached 624,000 building permits in June 2011, which is 2.5% above May’s rate. If this report will continue to show a rise in the building permits rate, it will indicate that the housing market in the US is pulling out of its recession



Tuesday 15th of August 2011 13.30 – U.S. Housing Starts:

The additional figure to be published by the US Census Bureau involves the US housing starts; this figure was historically correlated with gold price – as housing starts rise gold price usually declined the following day (even when controlling to the US dollar effect); in the last report the adjusted annual rate reached 629,000 in June 2011, which is 14.6% above the May rate of 549,000



Wednesday 17th of August 2011 10:00 – Euro Area CPI and core monthly inflation (June):

In the last report regarding June 2011, the annual inflation rate was 2.7%, unchanged compared with May’s for Euro Area; this inflation rate is still above the target inflation of ECB. The expectations in the upcoming CPI report for July 2011 are a slight decline. This news might affect the Euro currency, ECB’s rate decision and consequentially major commodities prices including crude oil and gold



Wednesday 17th of August 2011 13.30 – U.S. producer price index news:

This monthly report will show the progress in the PPI during July, i.e. the inflation rate from producers stand point. In the previous report regarding June, this index for finished goods declined by 0.4%, after a rise of 0.2% in May; this index declined mainly due to the drop in energy prices by 2.8% during June;



Wednesday 17th of August 15:30 – EIA report about Crude oil inventories:

The EIA (Energy Information Administration) will publish its weekly report on the U.S Petroleum market for the week ending on August 12th; last week the US oil stockpiles sharply declined by 10.73 million barrel – the sharpest fall since February 18th, 2011. For the week ending on August 5th crude oil stocks reached 1,796 million barrels



Wednesday 17th of August 2011 00.50 – Report of Japanese Trade balance (for April):

The Japanese trade balance deficit for June 2011 sharply decreased by 57.5% compared with May 2011, to reach 191.152 billion YEN (roughly $2.45 billion) deficit (seasonally adjusted figures). This sharp decrease is mainly due to the sharp increase in exports by 5.4%, while the imports only grew by 0.5% during June. Japan is among the leading importing countries of commodities, such as crude oil and gold; its trade balance could provide insight into Japan’s changes in demand goods and services;



Thursday 18th of August 2011 13:30 – Report on US CPI:

This monthly report will show the main changes in the core consumer price index during July. According to the US Bureau of Labor statistics for June 2011, the CPI fell by 0.2% and over the last 12 months by 3.6%. The main reasons for the fall are related to the sharp drop in the energy prices that curbed the inflation pressures;



Thursday 18th of August 2011 13:30 – Department of Labor report – U.S. unemployment claims :

For the week ending on August 6th, initial claims decreased by 7,000, as it reached 395,000 claims; the insured unemployment rate fell by 0.1 percent points to 2.9% for the week ending on July 30th; and the number of insured unemployment was 3.688 million, a decrease of 60,000 compared with the previous week’s.



Thursday 18th of August 2011 15:00 – U.S. existing home sales :

This report will show the major changes in U.S. existing home sales during July 2011; in the recent report related to June there was a drop in number of homes sold: the seasonally adjusted annual rate reached in June to 4.77 million home sales compared with an annual rate of 4.81 million home sales in May 2011, a 0.8% drop, and an 8.8% decline from the 5.23 million home sales (annual rate) in June 2010



Thursday 18th of August 2011 15:30 – EIA report about Natural gas storage:

the natural gas market in the US bounced back last week due to increase in electric sector; the EIA will publish its U.S. natural gas stocks, production and consumption report for the week ending on August 12th. In the recent report, natural gas storage inclined by 0.9% or by 25 Bcf; the natural gas storage inclined to 2,783 billion cubic feet for all lower 48 states – the highest stock level since January 7th, 2011



Friday 19th of August 2011 13.00 – Canadian Core CPI:

This report will pertain July 2011 and show the main changes in the core consumer price index, which excludes the most volatile components such as energy, fruit and vegetables. According to the recent Canadian statistics report for June 2011, the CPI rose by 3.1% in 12 month up to June; this is a lower rate than May that recorded a 3.7% growth rate in 12 months. The main reason for this growth is the energy prices that increased by 15.7% during the 12 months up to June 2011.



financial markets prediction week august 15 2011, stock market forecast 15 august 2011, financial markets forecasr august 2011, economic news for week 15 august 2011, US dollar effect, apanese Yen predictions august 15 2011, here will be gold price on MOnday August 15 2011, predictions stock market august 15 2011, predictions on stocks 8/15/11, market predictions for next week august 15 2011, gold week of the august15,gold prices for august 15 2011.

Saturday, August 13, 2011

High Growth Quality Stocks From the Wells Fargo Advantage Growth Fund

High Growth Quality Stocks From the Wells Fargo Advantage Growth Fund ; Thomas Ognar, manager of Wells Fargo Advantage Growth Fund (SGRNX), has outstanding growth stock picking skills. As of 8/11/2011, the fund delivered the following performance:



5 Yrs 10 Yrs 15 Yrs

SGRNX

10.82 6.31 8.36
S&P 500 TR 0.58 1.80 5.75


Ognar seeks long-term capital appreciation and invests principally in equity securities of companies that are believed to have prospects for robust and sustainable growth of revenues and earnings. Let's look at its top 10 tholdings:

Ticker Company Name % Asset
AAPL Apple, Inc. 5.49%
PX Praxair, Inc. 2.67%
KMX CarMax, Inc. 2.50%
WFM Whole Foods Market, Inc. 2.32%
CTSH Cognizant Technology Solutions Corporation A 2.30%
PXD Pioneer Natural Resources Company 2.22%
STJ St Jude Medical, Inc. 2.07%
ALXN Alexion Pharmaceuticals, Inc. 2.05%
PCLN Priceline.com, Inc. 2.03%
TSCO Tractor Supply 1.96%


These stocks have the following ratios:



SGRNX Large Cap Growth Average
Price/Earnings 23.69 16.67
Price/Book 3.75 2.97
Price/Sales 2.64 1.87
Price/Cashflow 13.60 9.75
3 Year Earnings Growth 20.22% 15.15%


So we can see that these stocks are not cheap, compared with other large growth stocks. But they have excellent earnings growth (20% in the last 3 years), as exemplified by stocks like Apple (AAPL), Priceline (PCLN) (which has enjoyed solid earning growth in this frugal economic environment) and Whole Foods (WFM) (still enjoyed by upper class consumers who are actually less affected by this balance sheet repairing downturn). (source seekingalpha.com )