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When Will The Dow Hit 15,000 ?

Monday, November 28, 2011

Cyber Monday Stocks to buy !

Black Friday and Cyber Monday US internet sales surge


Amazon warehouses expect this to be the busiest time of the year for online orders

Related Stories

online jewelry seller Blue Nile (Nasdaq:NILE), which has been consistently profitable since 2005, making it through the recession without much of a problem. Though the stock has plenty of critics - most of whom have valid concerns about Blue Nile's fundamentals - again, earnings have consistently grown. The outfit may end up surprising a lot of folks when the holiday season's numbers have been tallied.
First Time in the GameIt's an interesting disparity really - jewelry stores are rocking and rolling again, suggesting carefree, indulgent spending is picking up steam. Yet, deep discounters like Dollar Tree (Nasdaq:DLTR) and Family Dollar Stores (NYSE:FDO) have also been drawing bigger and bigger cost-conscious crowds. Dollar Tree has posted improved year-over-year earnings in every quarter for nearly three years, and Family Dollar has managed the same.
Wal-Mart
The world's largest retailer tried to lured consumers to its doors first by kicking off Black Friday sales on Thursday. Its Cyber Monday sales are also beginning a day early. Wal-Mart(WMT_) will begin its "Cyber Week" sales with deals on gadgets, toys and home goods. Shoppers will be able to scoop up 32-inch Toshiba LCD HDTVs for $249 and Xbox holiday gamer bundles for $319. Tramontina Dutch ovens will be offered for $35 and Hot Wheels Mega Garage Playsets will be $25. The site will offer free shipping on orders of more than $45 on qualifying products.
Toys "R" Us
The toy superstore planned to roll out discounts on thousands of items on its Web site starting at 6 p.m. Sunday. Shoppers will be able to get 60% off the cost of certain video game titles with the purchase of another game. Calico Critters' products will be 50% off, while certain Nerf products will be up to 40%. Perennial favorites such as Little Tikes Bouncers and Razor Scooters will be discounted by 30%. Prices on Easy-Bake Ovens and Power Rangers action figures will be cut by 20%. Barbie dolls will sell for $15 less, while Hot Wheels cars will be offered for $10 off. Consumers will get free shipping on orders of at least $49.
Macy's
The department store plans to offer discounts on hundreds of items on its Web site. For the home, shoppers will find Dyson DC-17 Total Clean vacuums for $349.99 and 24-piece bedding sets for $99.99. The store will offer buy-one-get-one-free deals on certain women's sweaters and 50% off of select women's coats. In accessories, handbag prices will be cut by 25% to 40%, while Charter Club leather gloves and cashmere scarves will be 50% off. Macy's(M_) will also lower its minimum order for free shipping to $75, using the promotional code "CYBER."
Sam's Club
Sam's Club has some Cyber Monday deals to rival its sister store Wal-Mart. The shopping club has an Asus i5 Notebook for $479 with free shipping. The TV deals have been great this year at every retailer, and Sam's Club has a Magnavox 32-inch LCD HDTV for $248.88 with free shipping.
The same goes for Dollar General (NYSE:DG), which is expected to earn a record-breaking 81 cents per share for the Christmas quarter of 2011. That forecast may not fully reflect Dollar General's ace in the hole this time around though.


Read more: http://stocks.investopedia.com/stock-analysis/2011/Top-Cyber-Monday-Winners-ZLC-NILE-DG-FDO-DLTR1125.aspx#ixzz1f0P1Vfje
Smart picks from value managers
CompanySectorWhy buy?
Cooper Tire & Rubber (CTB 0.00%, news)Rubber and plasticsValuation, steady consumer demand
Wells Fargo (WFC 0.00%, news)Financial servicesRelatively safe bet in recovering industry
Sembcorp Marine (SMBMF 0.00%)Shipbuilding and repairValuation
Pool (POOL 0.00%, news)Swimming pool suppliesDominant share of a steady market
Grupo Prisa (PRIS 0.00%, news)Spanish-language mediaTextbook division strong in emerging markets
Online sales rose faster than expected in the US on Black Friday, according to surveys.

Internet sales totalled $816m (£524m), a 26% gain on last year, said Comscore. IBM Coremetrics put the rise at 24%.

Black Friday, the day after Thanksgiving, is treated by many retailers as the start of the Christmas shopping season. They offer one-off discounts to mark the occasion.

Analysts said heavy promotional activity helped drive demand.

By comparison, a report by Shoppertrak suggested that in-store Black Friday sales were up by 7% on last year, at $11.4bn.
Beating the rush
Around 50 million Americans visited online retail sites on Friday, according to Comscore.

It said Amazon was the most popular destination, with 50% more visitors than any other retailer.

Walmart, Best Buy, Target and Apple were next in line, said the analytics company.

"Despite some analysts' predictions that the flurry of brick-and-mortar retailers opening their doors early for Black Friday would pull dollars from online retail, we still saw a banner day for e-commerce," said Comscore's chairman, Gian Fulgoni.
Mobile shopping
IBM Coremetrics also noted a trend towards

It said Black Friday purchases made on mobile devices had accounted for 9.8% of all online sales, compared with 3.2% last year.

Symbol Company name Overall rating Core rating Last Change %Change Volume Market cap. P/E Dividend Dividend yield 6 mo expected return Market cap. market prefs Sector market prefs Growth/value market prefs Fundamental grade Valuation grade Technical grade Ownership grade
AFAM Almost Family Inc 9 12.53 In favor Neutral Neutral B A A C
HALO Halozyme Therapeutics Inc 9 8.10 In favor Neutral Neutral A B B A
HITK Hi-Tech Pharmacal Co Inc 9 38.00 In favor Neutral Neutral B A A C
JAZZ Jazz Pharmaceuticals Inc 9 35.77 Neutral Neutral Neutral A A C B
KBR KBR Inc 9 25.02 Neutral Neutral Neutral A B B C
KSU Kansas City Southern 9 62.81 Neutral Neutral Neutral A A A C
KWR Quaker Chemical Corp 9 32.27 In favor In favor Neutral A A C B
MASC Material Sciences Corp 9 8.02 In favor In favor Neutral B B A C
NARA Nara Bancorp Inc 9 8.41 In favor Neutral Neutral A C A B
OIS Oil States International Inc 9 63.38 Neutral In favor Neutral A B B C
OPK OPKO Health Inc 9 4.82 Neutral Neutral Neutral B B B A
PCBK Pacific Continental Corp 9 8.56 In favor Neutral Neutral A C A C
REXX Rex Energy Corp 9 14.22 In favor In favor Neutral A B C A
RNOW RightNow Technologies Inc 9 42.86 Neutral Neutral Neutral A A B C
SCCO Southern Copper Corp 9 27.64 Neutral In favor Neutral A A C C
SFE Safeguard Scientifics Inc 9 14.02 In favor Neutral N/A A A C C
SLXP Salix Pharmaceuticals Ltd 9 35.14 Neutral Neutral Neutral B A A C
SPW SPX Corp 9 56.71 Neutral Neutral Neutral A C A C
TNH Terra Nitrogen Co LP 9 159.28 Neutral In favor Neutral A B C
TSRA Tessera Technologies Inc 9 15.59 In favor Neutral Neutral A B B C
WRC Warnaco Group Inc 9 45.77 Neutral Neutral Neutral A A C C
XRIT X Rite Inc 9 4.50 In favor Neutral Neutral A C A C
ZIXI Zix Corp 9 2.49 In favor Neutral Neutral B A B C
ABX Barrick Gold Corp 9 47.59 Neutral In favor Neutral C A B C
AUY Yamana Gold Inc 9 14.65 Neutral In favor Neutral C A B C
BGS B&G Foods Inc 9 20.62 In favor Neutral Neutral B B B
CAT Caterpillar Inc 9 86.72 Neutral Neutral Neutral A B C C
CBS CBS Corp 9 23.55 Neutral Neutral Neutral B A B C
CECE Ceco Environmental Corp 9 5.96 In favor Neutral Neutral A C B C
CSX Csx Corp 9 20.00 Neutral Neutral Neutral B A C C
CUZ Cousins Properties Inc 9 5.40 In favor Neutral Neutral A B C C
DOV Dover Corp 9 50.26 Neutral Neutral Neutral B B B B
DOW Dow Chemical Co 9 24.47 Neutral In favor Neutral A B C C
EFSC Enterprise Financial Services Corp 9 13.19 In favor Neutral Neutral A B C C
EGBN Eagle Bancorp Inc 9 13.45 In favor Neutral Neutral B C A C
EGN Energen Corp 9 46.23 Neutral In favor Neutral A A D C
EXPE Expedia Inc 9 26.11 Neutral Neutral Neutral A A B D
FBIZ First Business Financial Services Inc 9 16.30 Neutral Neutral Neutral A B C C
FCFS First Cash Financial Services Inc 9 34.47 Neutral Neutral Neutral B A C C
GGP General Growth Properties Inc 9 12.99 Neutral Neutral Neutral A B C C
GOLD Randgold Resources ADR Reptg 1 Ord Shs 9 103.88 Neutral In favor Neutral C A B C
GUID Guidance Software Inc 9 5.90 In favor Neutral Neutral A B C C
GYRO Gyrodyne Co of America Inc 9 105.00 In favor In favor Neutral C B A C
HNRG Hallador Energy Co 9 9.25 In favor In favor Neutral D A B A
HRB H and R Block Inc 9 14.41 Neutral Neutral Neutral B A C C
INFY Infosys Ltd 9 49.97 Neutral Neutral Neutral B A C C
ISH International Shipholding Corp 9 16.66 In favor Neutral Neutral B A C C
KLAC KLA-Tencor Corp 9 42.08 Neutral Neutral Neutral B A C C
LORL Loral Space and Communications Inc 9 59.30 In favor Neutral Neutral C A B
MAPP MAP Pharmaceuticals Inc 9 12.27 In favor Neutral Neutral B C A C
IBM described mobile shoppers as having had a "laser focus" since they had been more likely to view a single page on a retailer's site rather than browse what else was for sale.

IBM said Apple's iPhone and iPad had generated the most mobile internet visits to online stores, accounting for more than double the traffic originating from devices running Google's Android system.

The company also noted a jump in Black Friday related chatter on social networks. It recorded a 110% rise in discussion volumes after consumers had shared tips on how to secure products before they sold out and the best places to park.
Cyber Monday
Friday's internet sales are expected to be eclipsed today on what is referred to as Cyber Monday - which many experts believe will be the US's busiest online shopping day of the year.
Black Friday earned its name this year. Deals were everywhere, but consumers were so anxious to get their hands on discounted goods that many retailers — a good deal of them Wal-Mart (NYSE:WMT) stores — saw unheard of levels of violence. Pepper spraying and shootings signal that it might be time for online commerce — and its Cyber Monday — to replace the brick-and-mortar rush of Black Friday.
Which, of course, it has. In the past, most retailers emphasized in-store-only deals, leaving online-only retailers like Amazon (NASDAQ:AMZN) to strike the following week on Cyber Monday. But over time, traditional businesses have joined the online rush. In addition to offering deals both offline and online on Black Friday, many retailers have been quick to embrace another chance
Close to 123 million according to a survey commissioned by the US National Retail Federation, an industry lobby group. That would be a 15% increase on last year.

NRF said nearly eight in ten online retailers would run special promotions including "flash sales that last an hour" and "free shipping offers".

The federation also highlighted the shift to mobile devices, saying it expected 17.8 million Americans to use them to shop today, nearly five times the number in 2009.
The week ahead is not big on earnings reports. Tiffany (TIF 0.00%), due Tuesday, and Toronto Dominion Bank (TD 0.00%), due Thursday, may be the week's biggest.

But it is very important in terms of economic reports. The biggest will be Friday's unemployment and nonfarm payrolls report.

It was such a miserable week that none of the 30 Dow stocks showed a gain on the week. Wal-Mart Stores (WMT 0.00%) had the best performance, but it was down 0.6%. Bank of America (BAC 0.00%) fell the most -- 10.6%.

Only five stocks in the Nasdaq-100 Index showed gains, led by Biogen Idec (BIIB 0.00%), up 1.4%. Netflix (NFLX 0.00%) was the laggard, down 18.2%. Netflix was also the biggest loser among S&P 500 stocks and is down 79% since peaking in early July.
"Retailers have invested heavily in mobile apps and related content as the appetite for Cyber Monday shopping through smartphones and tablets continues to rise," said Vicki Cantrell, executive director of the NRF's website shop.org.
Cyber confusion
UK internet retailers said it was less clear which day will be the UK's busiest online shopping day this year.

"Over the last couple of years we have seen a fortnight of peak activity over the period corresponding to both this and next week," said Andy Mulcahy, a spokesman for the industry body Interactive Media in Retail Group (IMRG).
TICKERS IN THIS ARTICLE
<><><>Dividends are back in style. Of course, for some companies they never stopped being a key way to return profits to shareholders. For example, when food distributor Sysco (SYY 0.00%, news) raised its dividend this quarter by 3.8%, it marked the company's 10th consecutive annual dividend increase. The 9% increase in its annual dividend declared on Nov. 21 by Lancaster Colony (LANC 0.00%, news), a manufacturer of candles and specialty foods, beat even that record of consistency. Lancaster Colony is one of only 16 U.S. companies to have increased cash dividends every year for 49 years or more. But I'm talking about something very different than those examples of dividend consistency. This quarter, I'm seeing companies that have been relative dividend tightwads decide not only to raise their payments but to raise them big time. "We expect £3.72bn will be spent online over the two week period." Mr Mulcahy said that although some retailers are trying to generate interest in the idea of Cyber Monday in the UK, they are split over which day to mark. MARKET TRENDS
NAMELASTCHNG% CHNG
#SYY27.070.000.00
SYY
#LANC62.990.000.00
LANC
#$INX1,158.670.000.00
$INX
#JCI27.590.000.00
JCI
#EMR47.110.000.00
EMR
NAMELAST% CHANGE
STMicroelectronics ADR5.64+1.81
Agilent Technologies Inc33.83+00
Alcoa Inc8.95+00
Apple Inc363.57+00
Advanced Energy Industries Inc8.38+00
First Majestic Silver Corp14.09+00
ProShares Ultra Silver54.17+00
Alcatel Lucent ADR Reptg 1 Ord Shs1.54+00
Applied Micro Circuits Corp6.59+00
Alpha And Omega Semiconductor Ltd8.49+00
He added that since many online retailers had been offering discounts of up to 70% for several months, customers might not have noticed a big difference in the level of promotional activity.

Sunday, November 27, 2011

Jim Cramer"s buy list :Banks And Buy These 5 Technology Stocks ?

There
are few reasons to place long positions, as US stocks dropped 4.7% for the week ending November 25. The performance capped the worst Thanksgiving-week performance seen since 1932.
Jim Cramer, host of CNBC’s Mad Money made fewer “buy” calls between November 18 and 23. Of the 42 stocks mentioned, 27 were rated “buy” (64.3% of the calls) and 15 (or 35.7%) were rated “sell.”
Cramer was bearish on banks but bullish on technology. The financial sector still constitutes the second-highest in daily trading volume as illustrated by trading on November 23rd. Technology is the next heaviest by net share volume:
Sector Share Volume
Conglomerates 889,897,513
Financial 821,013,349
Technology 778,933,666
Basic Materials 387,038,775
Services 355,314,236
Healthcare 138,711,644
Industrial Goods 117,519,652
Consumer Goods 116,295,114
Utilities 24,313,135
Grand Total 3,629,037,084
During his lightning round, Cramer said quite simply that "the banks just can't be trusted”.
1) JPMorgan Chase (JPM)
US banks are scheduled to go through another round of stress tests that includes the scenario for a European collapse. Cramer was least worried with JP Morgan Chase (JPM) in the sector, but advised investors to avoid the banking sector until the tests are completed.
JPMorgan Chase has a P/E of 6.07 and trades with a PEG of just 0.70 when it last traded at $28.48. The bank has a debt/equity of somewhere between 3 and 4. Between the two, JPMorgan and Goldman Sachs (GS) sold protection on more than $5 trillion of debt around the world (according to Bloomberg). JPMorgan’s “funded” exposure was below $1.5B.
Moving to the technology sector, Cramer was bullish on 5 out of 6 stocks:
Company Symbol Call Date
Oracle Corporation (ORCL) Buy 11/18/2011
QUALCOMM Inc. (QCOM) Buy 11/22/2011
Baidu, Inc. (BIDU) Buy 11/22/2011
CA Inc. (CA) Sell 11/18/2011
Novellus Systems, Inc. (NVLS) Buy 11/21/2011
2) Oracle Corp (ORCL) – Cramer says “Buy”
With growth highest in segments that helps lower costs, Oracle pales in comparison to virtualization software companies. VMWare (VMW) and Citrix (CTXS) are still riding with a high P/E. Trading with a P/E of 16.33, Oracle is down 20.95% from a 52-week high. It closed recently at $28.74.
Oracle is expected to grow revenues by 8% in fiscal 2012, compared with 33% in the previous year.
Insider selling was elevated in October due to activities by Kurian Thomas (EVP of Product Development). Thomas sold $48.4M worth of shares at a price of $33.15.
3) Qualcomm Inc. (QCOM) - Cramer says “Buy”
Qualcomm shares dropped $4 to close at $51.86 at a P/E of 19.14. Analyst targets range from $63 to $70. Cramer considered Qualcomm a buy in the context of the markets still being controlled negatively by Europe.
Qualcomm remains an aggressive play in the ongoing growth of the Apple (AAPL) iPhone 4S, RIM Blackberry (RIMM), and to a smaller degree, Nokia’s (NOK) Windows mobile phone. The “risk-off” is creating price downside on Qualcomm shares, but growth in cellular is in a long-term upward trend. Tablet and notebook growth provide additional long-term upside for investors looking for a play in these trends.
4) Baidu, Inc. (BIDU) – Cramer says “Buy”
Baidu shares backed off from $140 and now trade at a P/E of 46.30. The stock closed recently at $119.91, with no signs that heavy selling in recent trading sessions is about to end.
Baidu came up as the only Chinese stock that should be considered a “buy.”
Accounting scandals plagued many Chinese-listed stocks this year, but Baidu’s business model ensures the search engine will be dominant in China for the long term.
5) CA Inc. (CA) – Cramer says “Sell”
Backing down from a $22 level, CA closed on November 25 at $19.80. Cramer cited a lack of momentum as a reason to avoid CA. He suggested Oracle instead. CA shares are hovering 6.68% above a yearly low, down 22.22% from its 52-week high at current prices.
In its most recent earnings report, the company beat EPS expectations by $0.02. Revenues were in-line with estimates. Even though the fiscal year 2012 was also in-line, revenue was below consensus.
6) Novellus Systems, Inc. (NVLS) – Cramer says “Buy”
Similar to other semiconductor stocks that rallied from a bottom at the beginning of October, Novellus shares closed at $31.57. The P/E is 9.12. Traders failed to trade beyond the $36 level.
Novellus will be providing a mid-quarter update for its fourth quarter on Monday, December 5, 2011. Cramer’s “buy” call on Novellus is consistent with the one made at the start of November. At that time, Cramer liked the aggressive share buyback the company was making.
With semiconductor stocks signaling a global slowdown, investors should not make heavy bets in this space.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours