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Showing posts with label BBY. Show all posts
Showing posts with label BBY. Show all posts

Sunday, November 24, 2013

Top Stock Links for Holiday 2013 #blackfridaydeals - Mobile, Car Electronics & GPS $BBY #RT




Abercrombie & Fitch (ANF) is about to salvage at least some of its forgettable year for investors, while Best Buy's (BBY) magical turnaround is set to take a hit.

For Abercrombie, the past few months have been marked by weak sales and bad publicity, the latter led by years-old remarks from the company's CEO in which he noted a clear preference that his clothes' buyers be trim and attractive. Meanwhile, Best Buy has seen a rebirth, thanks to a new focus on stores that's designed to brighten up your TV-and-speakers shopping experience.

That's paid off for Best Buy's shares, which have bolted ahead by a whopping 226.7%, making the stock the second-best performer in the S&P 500 so far for 2013. Going the opposite way is Abercrombie, having slumped 27.1%.

But have we arrived at reversal time? Over the past 10 years, going long the teen-apparel merchant has reaped an average gain of 5.8% during the annual holiday shopping spree, a move that, if repeated in 2013, would mean a little cheer is coming for stockholders sitting on a sizable year-to-date loss. At the same time, the big electronics chain was best-played on the short side 80% of the time.




Best Buy is saying there’s still something “special” about Thanksgiving weekend but the takeaway here is that “Black Friday” ain’t what it used to be, as I discuss in the accompanying video with my colleagues Rick Newman and Jeff Macke.

With many chains opening on Thanksgiving Day and Black Friday being moved up a week earlier “it’s a transitional year” for retailers, Newman says. “Black Friday had a great decade, it’s time for something else.”

WMT 79.81 +0.9500 (+1.20%) TGT 63.70 -0.4900 (-0.76%) JWN 62.10 -0.0400 (-0.06%) M 51.26 +0.4500 (+0.89%) JCP 8.87 -0.3000 (-3.27%) KSS 55.15 +0.3500 (+0.64%) TIF 81.08 -0.4200 (-0.52%) KORS 80.64 +0.2000 (+0.25%) BBY 39.37

As Macke notes, Black Friday is a fairly recent phenomenon – prior to the mid-2000s, the Saturday before Christmas was traditionally the biggest day for retailers. The holiday season is moving “earlier and earlier” due to the pressure of the Internet and price discovery,” he says.

And it’s not just the pressure from industry titan Amazon.com (AMZN). 'Brick and mortar’ retailers are trying to become more relevant online, Macke adds. “You have Walmart.com (WMT) and Sears (SHLD) is all about becoming a dot.com. A website is open 24/7, 365.”




The name "Black Friday" originated in Philadelphia, where it originally was used to describe the heavy and disruptive pedestrian and vehicle traffic which would occur on the day after Thanksgiving. Use of the term started before 1961 and began to see broader use outside Philadelphia around 1975. Later an alternative explanation was made: that retailers traditionally operated at a financial loss from January through November, and "Black Friday" indicates the point at which retailers begin to turn a profit, or "in the black". For large retail chains like Walmart, their net income is positive starting from January 1, and Black Friday can boost their year to date net profit from $14 billion to $19 billion

#RT

Friday, December 21, 2012

Best & Worst Trades of 2012 top stocks,YHOO , $FB, BBY, AAPL ?



Facebook (FB)
Year-to-Date: Down 27 Percent

A trading glitch at Nasdaq on the day of Facebook's initial public offering provided an inauspicious start to one of the most-anticipated IPOs in recent years. Shares opened at $38, briefly spiked higher before trading down as low as $17 in the following months as questions about how the social media giant would generate revenues. Improved performance in the following months, a mobile advertising strategy and plans to monetize its Instagram acquisition lifted Facebook's stock price toward the end of the year.

(Watch: Time to 'Like' Facebook Again?)
» more from Fast Money ›


Best Buy (BBY)
Year-to-Date: Down 48 Percent

Looking at Best Buy's stock price in December, it's tough to believe that shares appeared poised to hit $30 in March. A few reasons have contributed to the decline, from a third-quarter loss and worsening cash flow, not to mention increased competition from Amazon.com. Best Buy's founder and its largest shareholder, Richard Schultze, reportedly sought to take the company public, but faces a financing hurdle, adding more uncertainty to the company's shares.

Yahoo (YHOO)
Year-to-Date: 21 Percent

Now for the best trades of 2012.

With Marissa Meyer at the helm — a new CEO with a Google pedigree — Yahoo saw its stock price run up to its highest level in four years. Some have questioned whether the positive sentiment is justified, but so far Meyer has upped spending on advertising and quickly closed the nearly $8 billion Alibaba deal, all while improving employee morale. For now, Wall Street is willing to give Meyer the benefit of the doubt.
Apple (AAPL)
Year-to-Date: Up 29 Percent

No stock was more talked-about in 2012 than Apple — and for good reason. Shares hit a record $705 in September as the company rolled out its new iPhone 5, iPad Mini, and sky-high expectations. While Apple's stock price recently posted big losses — briefly falling below $500 mid-December — it's still up nearly 30 percent for the year. While a range of analysts have downgraded the stock and investors are questioning it, there is also exposure to the Chinese market and a rumored Apple TV ahead.


J.C. Penney (JCP)
Year-to-Date: Down 43 Percent

Despite the best efforts of Apple's former marketing whiz, Ron Johnson, who now heads J.C. Penney as its CEO, this retailer's stock fell from its high of $43 in February to the $20 level in mid-December. High hopes for a turnaround in the heavily competitive retail sector never materialized, and the stock has yet to regain its footing. Competitors such as Macy's, Nordstrom, and Saks, meanwhile, saw their shares post year-to-date gains.

Friday, November 23, 2012

Wall Street to open on black friday higher in shorter session

"They keep telling you that it looks good but you have to be very careful when you look at housing data," Polcari warns in the attached video, adding that you can't compare what goes on in the northeast with what's happening in Miami or Las Vegas or Phoenix.Wall Street was poised for a fairly unspectacular return from Thanksgiving, with both Dow futures and the broader S&P 500 futures up 0.1 percent. Trading is expected to remain subdued especially as it's only a half day in U.S. markets. "Thanksgiving Thursday and Friday always means quieter markets and this year is no different," said Alastair McCaig, market analyst at IG. He concedes that housing is "turning around from the depths of the lows" and is "trying to find a bottom." Try telling him that the recent 10% increase in the national median price of a home is reflective of what's really happening in America, and you're apt to get both barrels! "Prices are up 10% from $80,000," he says of the badly beaten markets where three bedroom condos can still be had for $100,000. "I'm not saying the housing market isn't trying to find a bottom, in fact, I think for a lot of the country it is. But I don't live in the middle of Idaho, I live here." In a similar vein,Separately, ECB President Mario Draghi said confidence was returning to the euro zone, and governments must implement reforms to secure the bloc's future. "We're looking at a higher opening, there is some good news coming out of Europe," said Peter Cardillo, chief market economist at Rockwell Global Capital in New York. "The fact that we're very close to sealing a deal for Greece certainly (helps) the risk-trade."The S&P 500 was poised to break a two-week losing streak, having gained more than 2 percent this week so far. Stocks had tumbled earlier in the month on worries about the impact of tax and spending changes to take effect from January, but hopes that politicians will reach a deal to avert the so-called fiscal cliff helped the market recoup some of those declines this week. Investors will likely focus on the retail sector as the holiday shopping season begins, looking for signs of how much consumers are spending as stores offer Black Friday deals and discounts. Shares of electronics retailer Best Buy Co (BBY) were up 1.6 percent at $11.75, while J C Penney (JCP) gained 2.4 percent to $17.67. Polcari's second mythical target takes aim at job growth, GDP and more generally, the commonly espoused theme that "the economy is picking up."Hopes that Greece will avoid an imminent bankruptcy have lain behind the euro's recent advance. That held Friday, with Europe's single currency up a further 0.2 percent at $1.2897. Earlier in Asia, Hong Kong's Hang Seng index rose 0.8 percent to 21,913.98 and South Korea's Kospi added 0.6 percent to 1,911.33. Japanese markets were closed for a holiday. In the oil markets, benchmark oil for January delivery was down 13 cents to $87.25 a barrel in electronic trading on the New York Mercantile Exchange. "I'm not trying to be a Grinch here, but again, I don't see it," he says, "especially in my own industry" where overall headcount in the banking and financial services business is down nearly 200,000 from the pre-recession peak. In fact, unlike those who are looking for continued slow and steady improvement in GDP, Polcari says, "as we move into the new year, I think there's going to be a recession in 2013."

Monday, August 6, 2012

Best Buy founder Richard Schulze made a bid FOR buy Best Buy ( BBY )?

Best Buy founder Richard Schulze made a bid Monday to buy the retailer's outstanding shares, driving up the company's stock by more than 20% in premarket trading.
Schulze, a former chairman who already owns 20.1% of Best Buy's (BBY, Fortune 500) shares, has offered to buy all outstanding shares for $24 to $26 each, according to a statement.
Best Buy shares surged 23% in premarket trading to $21.79 per share, compared to the Friday close of $17.64.
Schulze said he plans to use about $1 billion on his own money in conjunction with investments from private equity firms to raise the capital, with the help of financial adviser Credit Suisse (CS). He is also trying to get former chief executive officer Brad Anderson and former president and chief operating officer Allen Lenzmeier to rejoin the company.
Best Buy has had its fair share of problems as its bricks-and-mortar stores struggle to compete with online retailers incliuding Amazon (AMZN, Fortune 500), Apple (AAPL, Fortune 500) and RadioShack (RSH), and announced back in March that it was closing 50 stores in the U.S.
Schulze stepped down as chairman in June after he was caught up in a scandal with the former CEO Brian Dunn. The company said that Dunn violated company policy by engaging in an inappropriate relationship with a female coworker.
Best Buy's board of directors said that Schulze "acted inappropriately" by not telling the board's audit committee about Dunn's relationship with the employee back in December, when he found about it.
At the time, Schulze said, "I understand and accept the findings of the Audit Committee."
Schulze had been with the company since he launched it in 1966

Sunday, August 15, 2010

Back To School Stocks that are A+ ... ( Target, Bed Bath and Beyond,Starbucks Corp. (SBUX), Apple and Office Max, Chipotle Mexican Grill, Inc. (CMG))

  Target Inc. (NYSE: TGT - News), Bed Bath and Beyond (NasdaqGS: BBBY - News), Apple Inc. (NasdaqGS: AAPL - News)and Office Max (NYSE: OMX - News)Chipotle Mexican Grill, Inc. (CMG)) .


A+ Stocks for Back to School



 Ya, it's a bummer kid, but here's the up side; it's time for Mom and Dad to spend a little money on you ! And college kids going back to school ready to hit the books and party w/ there friends at Starbucks & Chipotle Grill .



Time For Some New Gear



Make sure you communicate to your parents that your list of necessities is both long and distinguished. You gotta get some new shirts, couple pairs of pants, definitely a new pair of shoes. Oh ya, don't forget the books, there's going to be studying involved in this process too; you're probably going to need some notebooks, a calculator, a couple packs of pens, maybe a new backpack.



When you add it all up we are talking about a serious outlay, where a middle-class family can easily spend $500 a piece on Timmy and Suzy to make sure they go back to school in style. Throw a laptop in there anywhere and tack on another $800 to $1000. So as you can see, this game of back to school is serious business for the retailers, and after we take a look at the numbers, it's easy to see why.



Back to School Is Serious Business Back to school is the second largest revenue pull for the sector, right behind the almighty holidays, with revenue this year expected to top $55 billion, a 16% increase from 2009. But even though sales volumes are expected to rise, the competition will be fierce as the group continues to battle a weak consumer, the top end of a margin cycle and each other with some very highly publicized pricing wars between a number of big-name players. So with that in mind, here are four retailers that look well positioned to cash in on the annual spending bonanza known as "Back to School."



4 Back to School Stocks



Target Inc. (NYSE: TGT - News) is a back to school cornucopia, carrying everything from pencils and pens to pants and shirts that make it a potential one-stop shop for even the most demanding back to school shoppers. The company has a solid 12% average earnings surprise over the last four quarters to go along with its discounted P/E of 13X against its peers 17X.



Bed Bath and Beyond (NasdaqGS: BBBY - News) is a great place for college-bound students to pick up big savings on new sheets and towels. The company has also been hot over the last year, with its share price more than doubling from its 2009 low. The next-year estimate is bullish, projecting 13% earnings growth.



Apple Inc. (NasdaqGS: AAPL - News) is probably the hottest company on the Street right now, posting unbelievable Q2 results in early July that contained a 14% earnings surprise on a 61% increase in revenue. This is the go-to company for young consumer electronics aficionados with its iPhone, iPod and iPad and Mac books topping the charts of popular devices for the back to school crowd.



Office Max (NYSE: OMX - News) is another back to school hot spot, providing both schools and students alike an opportunity to load up on supplies at discounted prices. The company has recently seen a big turn in its earnings profile, rebounding from a Q4 loss with strong first and second quarter performances. That trend is expected to continue, with the next-year estimate projecting 40% earnings growth.

 Chipotle Mexican Grill, Inc. (CMG) Is a great back to school stock , after a long day going school shopping or going out for lunch during school , there is no better place to eat fresh and organic tacos for a great hip place than CMG............. W/ growth of 45% and making hand over fist , Buy,Buy,Buy ................

Starbucks Corp. (SBUX. Have a coffee or a danish before you go shopping early in the morning or winding down late at night doing homework on WiFi w/ friends.


Thoughts ??????

Saturday, December 19, 2009

My Best Stock Picks For 2010 ( WEN,CYOU,BIDU,ATW,FLSR,MAR,BBY,CVX,ADR,VALE,DGI,WAC,F,GE,NUE,GOOG, )

1. Atwood Oceanics ( ATW ) 35.90 a share / target price 45.75

Atwood Oceanics, Inc., along with its international operating subsidiary, Atwood Oceanics Pacific Limited (AOPL) and related subsidiaries, is engaged in the business of international offshore drilling and completion of exploratory and developmental oil and gas wells, and related support, management and consulting services. As of September 30, 2009, the Company’s worldwide operations included nine .

offshore mobile drilling units located in five regions of the world: offshore Southeast Asia, offshore Africa, offshore Australia, the Mediterranean Sea and the United States Gulf of Mexico. As of September 30, 2009, the submersible Richmond was the only drilling unit working in the United States waters. As of November 24, 2009, the Company’s wholly owned and operating rig fleet included Atwood Eagle, Atwood Hunter, Atwood Falcon, Atwood Southern Cross, Seahawk, Atwood Aurora, Atwood Beacon, Vicksburg and Richmond

ATW's one of my favorite's because of its deepwater fleet. As long as oil prices stay above $60 - $70, they should be pretty profitable for the next few years. Increasing demand for oil and production from off-shore wells over the next few years should drive this stock price up.companies that are easy to understand with clean balance sheets and good track records in relatively straight-forward industries.When oil and gas take off again (and it will) ATW will prove a wise investment. With a PEG ratio of 0.46 times earnings, this stock is incredibly undervalued. Long term keeper!energy looks like it is starting to heat up again.



2. Baidu 412.00 a share / target price 600.00  

Baidu, Inc. (Baidu) is a Chinese-language Internet search provider. The Company conducts its operations in China principally through Baidu Online Network Technology (Beijing) Co., Ltd. (Baidu Online), its wholly owned subsidiary in Beijing, China. It also conducts its operations in China through Baidu Netcom Science Technology Co., Ltd. (Baidu Netcom), which holds the licenses and approvals necessary to operate the Company’s Websites and provide online advertising services. In January 2008, the Company launched a Japanese search service at www.baidu.jp, run by Baidu Japan. The Company’s Japanese search services enable users to find relevant information online, including Web pages, images, multimedia files and blogs, through links provided on its Websites.China's Google,only more presence. And if you don't know what google has going on..you need to go NOW, and find out for yourself. With China being the fastest growing in technology and Internet access, Baidu is poised to establish itself as THE Internet in China .china has 300 million internet users... and a huge growth.Baidu is still a small cap company compared with Google.I think as we go through the recovery stage both US China stocks will continue to recover.this stock will outperform the S&P becuase its china's largest search engine. Lets say its china's google. China is still a hug growth market.Baidu has strong buying on any dips. Seems like it will not only see growth buyers but will also have some safe haven buying! this is a long term play ! buy the dips down !



3. Wendy's ( WEN ) 4.30 a share / target price 9.25 

Wendy’s/Arby’s Group, Inc., formerly Triarc Companies, Inc., is the parent company of Wendy’s International, Inc. (Wendy’s) and Arby’s Restaurant Group, Inc. (ARG), which are the franchiser's of the Wendy’s and Arby’s restaurant systems. As of December 28, 2008, the Wendy’s restaurant system consisted of 6,630 restaurants, of which 1,406 were owned and operated by the Company. As of December 28, 2008, the Arby’s restaurant system included 3,756 restaurants, of which 1,176 were owned and operated by the Company. The Company operates in two business segments: Wendy’s and Arby’s.value buy. company restructuring and will come back. is the best burger of the big 3. international expansion.WEN is currently under-priced, considering the value of the firm, especially compared to peers. Combined sales continue to experience strong growth. During the first 3Qs of 2009, WEN has achieved over $2.7 billion in sales vs. $1.8 for the entire 2008 period.I like that they continue to attack their debt to get it lower to more favorable industry comps.LONG TERM THIS WILL BE 20+ in 2010 beyond. Great buy at this level.1- Significant cost cutting. In this environment it counts as earnings.2- Arby's sales may begin to stabilize and therefore stop being a drag on Wendys which is doing just fine3- Tons of cash to jump on any opportunities that may arise as small players become to throw awa the towels.4- A disaster 3rd quarter is already priced in the stock after UBS downgraded the stock to neutral from buy but kept $5 target on it.5- The hedge fund that own over 25% of WEN shares will keep WEN stock exciting especilaly after the company succeeded in rasing a lot of cash from their bond issuiance.6- All you need is another hedge fund to show interest in WEN to see the stock po. Best example is RAD wgen was trading at a 1$ then jumped to $3 overnight when hedge funds began to load up on the stock. 7- International potential, expansion, dual branding, breakfast, cost cutting, synergies, efficiencies, better executions, new product developments etc...all of this in under war.Patient investors will be rewards nicely for holding this baby for a year or so. But for quick money get out when WEN announces 3rd quarter results. Take your money and run to a near-buy wendys for a spicy chicken sandwich combo,) Cost savings- This is pretty much standard for any company turnaround, but the Wendy's/Arby's dual-branded restaurants have had early success in cutting costs2) Breakfast Menu- Wendy's currently does not participate much in breakfast sales. While this menu generally carries lower prices, breakfast accounts for 22% of industry wide traffic.That said, the Wendy's brand generates only about 2.2% of its sales from the first meal of the day. The majority of that figure, furthermore, came only from the testing of breakfast menus in about 10% of the company's restaurants. The tests have been successful to date, and Wendy's is planning to have rolled out that meal in all of its locations by 2011. Arby's has also worked hard to expand its offering in recent years by generating buzz in other products away from its traditional roast beef sandwiches. 3) International Expansion- Of the more than 10,000 total locations between the two brands, only about 850 are located outside of the U.S. -- and the majority of those are in Canada. Even so, earlier this year the company teamed with a Saudi- based company to build 135 dual-branded restaurants in the Middle East and North Africa. Wendy's also has plans to open another 35 locations in Singapore. In the meantime, there appears to be plenty of potential for the company to open other restaurants in Europe and and other areas of the world in which its larger competitors continue to enjoy success !


4. ChangYou.com ( CYOU ) 32.28 a share target price 42.00

Changyou.com Limited is a China-based online game developer and operator. The Company is a subsidiary of Sohu.com. The Company was previously the online game division of Sohu.com. ChangYou.com Limited has unveiled its first product and creates online role-playing games for the Chinese market. The Company’s products include a fantasy two dimensional (2-D) martial-arts saga called Tian Long Ba Bu, based on a book that translates into Novel of Eight Demigods. Chinese demographics and the recent economic slowdown will make CYOU a major winner. First, multi-player fantasy games are embedded in Chinese culture. American teenagers watch TV, play basketball, and hang out at the mall.Great market...huge demand...popular franchises...Low costs. This company is M$ney for the long term investor !Ridiculously profitable at 54% net profit margin. Record revenue and rising. Economy hasn't impacted Changyou much, outperformed guidance in recent quarters. New games in 2010 and 2011 in favorable demographics in china !fast growing sector period ....


5. Chevron ( CVX ) 76.90 a share / target price 99.00

Chevron Corporation (Chevron) manages its investments in subsidiaries and affiliates, and provides administrative, financial, management and technology support to the United States and International subsidiaries that engage in fully integrated petroleum operations, chemicals operations, mining operations of coal and other minerals, power generation and energy services. Exploration and production (upstream) operations consist of exploring for, developing and producing crude oil and natural gas, and also marketing natural gas. Refining, marketing and transportation (downstream) operations relate to refining crude oil into finished petroleum products; marketing crude oil and the many products derived from petroleum, and transporting crude oil, natural gas and petroleum products by pipeline, marine vessel, motor equipment and rail car. In April 2009, Reliance Industries Limited bought back Chevron Corporation's 5% stake in Reliance Petroleum Limited..Peak oil? Only for those operators who've not replaced reserves being depleted. Chevron is more than replacing, pumping more, and is geared for long-term success. High Dividend Yield, Low Payout Ratio, and insider ownership at 2% make for a very attractive purchase to anyone. (on top of 19% ROE and 42 Billion in earnings )gas prices will start going up again soon. We've seen $4/gal gas before - it's just a matter of time... Long term this will only go up. Demand for oil will continue to grow as china and India continue their path toward greater levels of industrialization. Every day people who have never owned a vehicle are buying one for the first time. This trend will not reverse but will exponentially grow as the populations exponentially grow. This company has the most solid managers in all of the business with extensive upstream experience.

6. Vale ( ADR ) 27.25 a share / Target price 41.00 

Vale S.A., formerly Companhia Vale do Rio Doce, is a metals and mining company. The Company is also a producer of iron ore and iron ore pellets. It also produces manganese ore, ferroalloys and kaolin. It also produces bauxite, alumina, aluminum, copper, coal, cobalt, precious metals, potash and other products. The Company operates logistics systems in Brazil, including railroads, maritime terminals and a port, which are integrated with its mining operations. Directly and through affiliates and joint ventures, it has investments in the energy and steel businesses. Its principal nickel mines and processing operations are conducted by its wholly owned subsidiary Vale Inco Limited (Vale Inco), which has mining operations in Canada and Indonesia. It owns and operates, or has interests in, nickel refining facilities in the United Kingdom, Japan, Taiwan, South Korea and China. In March 2009, the Company sold its stake in Usinas Siderurgicas de Minas Gerais SA..Companhia Vale do Rio Doce (Vale) is a Brazil-based company engaged in the metal and mining industries. The Company provides components for such products as appliances, electronic equipment, cars, computers and construction materials, among others. The Company is also active in the exploration of iron ore, nickel, aluminum, copper, coal, cobalt, precious metals, potassium and other minerals. Vale operates logistic systems in Brazil, including railroads and maritime terminals, which are related to the mining operations. The Company's main subsidiaries are Brasilux SA, Companhia Paulista de Ferro Ligas, CVRD Overseas Ltd and Docepar SA, among others.Copper and commodities will continue to climb while the rest of the market flounders.RIO is a complicated company. I like it a lot though. My fairly uneducated glimpse of the industry leads me to believe that Vale is more agile than other competitors because it's smaller than rivals Rio Tinto and BHP.Long term I think that this is a young Oracle of Omaha pick.More countries than the U.S. are planning on infrastrusture to help rebound their economy.This company provides a necessary materials to worldwide clients. RIO has outperformed the market for several years and I believe the current downturn in the price of RIO is only a result of the slump in the US economy and stock market.Brazil's Vale the world's largest iron ore producer, has declared force majeure on some iron ore cargoes destined for China, helping lift the spot price of the raw material to a new record. The surge in spot prices makes it more difficult for steel mills to limit price increases in ongoing negotiations for next year with the world top miners. With iron ore at an all time high and a shortage of raw material forcing Chinese mills to scale back production in November after a record output of 42.92 million tonnes in October. Chinese steel output dropped to 39.69 million tonnes last month, its lowest level since March. If RIO can increase output and clear some of the congestion at ports it could have a solid 2009. Vale raised 18.4 billion real($11.5 billion) after underwriting discounts and commissions, the biggest share offering ever by a company in Latin America's largest economy. The funds will be used for general corporate purposes which may include strategic purchases. In 2007, Vale purchased Inco Ltd., a nickel miner. The company is also spending $59 billion over five years for investments into the company.Obama's infrastructure plan plus China's and India's economic growth as well as other emerging markets will position RIO very well in the long run..



7. DigitalGlobe Inc ( dgi ) 24.01 a share / Target price 30.00

DigitalGlobe, Inc. (DigitalGlobe) is a global provider of commercial high-resolution earth imagery products and services. DigitalGlobe owns and operates two imagery satellites. Together, its satellites are capable of collecting approximately one million square kilometers of imagery per day. This imagery is added daily to its ImageLibrary, which houses approximately 660 million square kilometers of high-resolution earth imagery as of March 31, 2009. The Company’s solutions support a variety of uses, such as defense and intelligence initiatives, mapping and analysis, environmental monitoring, oil and gas exploration, and infrastructure management. It offers a range of on- and off-line distribution options designed to enable customers to access and integrate its imagery into their business operations and applications. DigitalGlobe conducts its business through two segments: defense and intelligence, and commercial. Technical Analysis shows it Very Bullish long term. Their nearest Competitor GeoEye Inc. had the technological lead since February when they launched the GeoEye-1. Last week DigitalGlobe launched their WorldView II imaging satellite and recaptured the most advanced technology title. Relief over the successful launch of this $283 million satellite, and the out of this world profit potential it can provide, should send the stock soaring to new heights.Excellent products for defense industry as well as commercial market. History of good reliable products that dominate their market. Solid management team with proven record of growth.This is a good company, but too speculative at this point for me to plan any long on it, so i'm gonna short and walk. I hope it pans out for you long term stock pickers.


8. Walter Investment Management Corp ( WAC ) 14.38 a share / target price 21.00

Hanover Capital Mortgage Holdings, Inc. is a specialty finance company whose principal business is to generate net interest income on its portfolio of mortgage loans and mortgage securities backed by mortgage loans on a leveraged basis. The Company avoids investments in sub-prime or Alt-A loans or securities collateralized by sub-prime or Alt-A loans. It leverages its purchases of mortgage securities with borrowings obtained primarily through the use of sales with agreements to repurchase the securities. The Company conducts its operations as a real estate investment trust (REIT) and has one primary subsidiary, Hanover Capital Partners 2, Ltd. (HCP-2). In April 2009, Walter Industries, Inc. announced the completion of the separation of its Financing business and the merger of that business with Hanover Capital Mortgage Holdings, Inc. to create Walter Investment Management Corp. Diluted dividend should be about .35 which gives us a 10.% return. WAC works with delinguent mortagees to keep them in their homes and keep them paying what they can until values increase. with their added cash from stock issuance, the don't need to take their book loses and can hold them until they recover. In time this will happen .Government spending to improve the mortgage industry may work...if it does, this REIT seems well positioned to make a quick buck and then die off again, so I'll make some money while the sun is shining with this call! Spun off by WLT (Walter's Energy) and merged with Hanover Capital Mortgage, is a REIT that manages a 1.8 billion dollar portfolio of Sub-prime, prime and non-conformingl (ie Moblil Homes) Mortgages ( with a delinquency rate under 6%). Insiders have recently gobbled up shares at a furious clip taking the stock price from 7 to just under 14 in less than 2 weeks. This, in spite of generous stock grants. One director, also Chairman of WLT, took down almost 2 million dollars worth of stock in three separate buys in the open market. The only revenue this company has at present is the yield from the mortgages, but with all the gov't programs, and the mortgage servicing and insurance divisions, there could be substantial earnings power hidden by all the recent machinations required to merge the companies. Not much info available since the merger was completed only a month ago, so you really need to read every SEC filing. It should yield almost 15% around $14, and the $1.8B portfolio could be a hidden value should the economy improve.


9.BBY 44.34 a share / target price 55.00   
Best Buy Co.,
Inc. (Best Buy) is a specialty retailer of consumer electronics, home office products, entertainment software, appliances and related services. The Company operates retail stores and Web sites under the brand names Best Buy (BestBuy.com, BestBuy.ca, BestBuy.com.cn, espanol.BestBuy.com and BestBuyMobile.com), The Carphone Warehouse (Carphone Warehouse.com), Five Star (Five-Star.cn), Future Shop (FutureShop.ca), Geek Squad (GeekSquad.com and GeekSquad.ca), Magnolia Audio Video (MagnoliaAV.com). It operates through two business segments: Domestic and International. The Domestic segment consists of the store, call center and online operations in all states, districts and territories of the United States operating under the brand names Best Buy, Best Buy Mobile, Geek Squad, Magnolia Audio Video and Speakeasy. The International segment is comprised all Canada store, call center and online operations, under the brand names Best Buy, Best Buy Mobile, Future Shop and Geek Squad.No real competition , when things get better in 2010 , American people will start to upgrade there computers,TV's,stoves,cell phones, stereos and more......Cramer Recommendation, to play the tech buying Christmas season buying. He expects them to come out with some great earnings on Dec 15th. good growth, nice P/E.With businesses like Circuit City and Twitter out of the picture, Best Buy will see a massive increase in customers and sales from last year. This year for Black Friday it is estimated that Best Buy will receive a 40% increase in traffic. Everybody might be saying Walmart will drive out the competition, but with the economy turning around there is going to be something more customers are going to be looking for besides low prices, and that's product knowledge. Walmart is just now entering the picture with their electronics department, while Best Buy has been devoted to product knowledge for years, and not to mention amazing customer service. This is a long term play , more to come when i announce all my 2010 stock picks and target price also !.


10. MAR - Marriott 27.08 a share / target price 45.00
Marriott International, Inc. is a worldwide operator and franchiser of hotels and related lodging facilities. The Company’s operations are grouped into the five business segments: North American Full-Service Lodging, North American Limited-Service Lodging, International Lodging, Luxury Lodging and Timeshare. It develops, operates and franchises hotels and corporate housing properties under 14 separate brand names, and it develops, operates and markets timeshare, fractional ownership and residential properties under four separate brand names. The Company also provides services to home/condominium owner associations for projects associated with one of its brands. global leader.Increasing relative price strength. have known this company for over 20 years and they are still a "rock solid" performer. If you looking for a long term hold or a "peak and valley" income magnet then pick up this stock at 25.00 now and sell later...

11.First Solar, Inc ( FSLR ) 133.10 / target price 195.00  
First Solar, Inc. designs and manufactures solar modules using a thin film semiconductor technology. The Company’s solar modules employ a thin layer of cadmium telluride semiconductor material to convert sunlight into electricity. Each solar module is approximately 2 feet by 4 feet (60 centimeters by 120 centimeters) and had an average rated power of approximately 73 watts, during the fiscal year ended December 27, 2008. Its solar module is a single-junction polycrystalline thin film structure that uses cadmium telluride as the absorption layer and cadmium sulfide as the window layer. The Company’s solar power systems and project development business provides a variety of integrated services to its customers as part of a system solution delivery. These services include solar power system design, procurement of permits and balance of system components, construction management, monitoring and maintenance.FSLR's margins decreased in the last quarter due to discounts given during the recession, but 120 is about as cheap as this company will be for a while. While new, more cost-effective designs could rock the solar industry at any time, FSLR is the company rocking this industry and their PE is only 17 (I say only compared to other tech stocks). Their thin film cells are cheaper than any other solar panel out there. They win oodles of contracts, including in China where they compete against homegrown like STP and YGE. A Buffett moat separates FSLR from its competition in an industry that will outperform the market as a whole for the next few years. Excellent fundamentals -- Copenhagen conference appears to be catalyzing at this time. Long-term play as well as cheaper dollar gives lowest production cost per watt .Beaten down still great business potential. Lot´s of cash, dominant market position, little debt. strong track record. Looking for a surprise in 2010 results.Great patents on their thin, light weight panels. A leader in this area.

12. Ford ( F ) 10.00 a share / target price 15.00 
New, environmentally-focused product lineup rolling out now and especially through 2010. Ford has demonstrated an understanding of what spurs consumer car-buying, recession or not. Economy cars and light utility vehicles with a high standard of quality are a ubiquitous desire for almost every American and American family. Staying out of the government's pocket has done wonders for its reputation throughout the last 6 months, and Ford will continue to grow. A slowdown in sales due to the jolt from CARS will see this stock dip in the short-term, but F is a great long-term bet.


Stick it out with Ford. The clash for clunkers is ramping up their production so can expect them to climb in the near future. Plus, they are not being directly monitored by the government as GM is so there potential should be greater in the months to come.Ford has been moving their pieces behind the scenes. They were well prepared to stand alone when their competitors were grabbing their ankles for Uncle Sam. As a long standing client of Goldman Sachs, I believe the Wall Street bank has had some influence in guiding Ford through the recent mine fields. Ford was crying broke, many years ago. They knew they had to make a change in the amount of fuel their products were using. And now they are ready to satisfy the consumers with their low milege cars and trucks. It's Great to see FORD MOTORS stay independent.Recently pulled back 15% from a 52 wk high. I expect F to bounce back. Should benefit from Cash for Clunkers program in Q3 and beat earnings expectations. "Now" it's their turn to make money. I see Ford ( F ) going to 15.00 a share by year end 2010 !we could be 1 or 2 upgrades away from a serious breakout here. A Great two year plus .they started to build great cars again. Their ecoboost engines are something for todays youth to fall in love with . admit this is a very long-term, deep value play for a buy, hold, and forget about it for several years type of investment.

1) My investment hypothesis is that F will become the last surviving “BIG 3” domestic car manufacturer in the U.S. Chrysler will disappear first. GM will be picked apart by Ford and other non-domestic car manufacturers. There is no way that the country/company that developed the Model-T will allow F not to be in existence. National pride.

2) F avoided bankruptcy and did not take any government aid. Both Chrysler and GM did take aid and entered into bankruptcy protection.

3) In November, Ford reported a third-quarter profit of nearly $1 billion and said it would be solidly profitable in two years.

4) Yes, F has a huge balance sheet risk due to its leveraging nearly every $ of its assets three years ago. But in the last year, F paid down nearly $10 billion of its debt, but with the cost of some common share dilution by issuing $1.6 billion in stock.

5) Positive results are starting to bud. Dec. 4Q09 EPS estimates have increased from -$0.12 to $0.24 – an improvement of $0.36 that occurred over the past 90 days.

6) Potential lack of innovation is another potential risk. But F’s CEO, Alan Mulally, recently addressed this concern as follows, “Borrowing and improved cash position has allowed Ford to revamp its product lineup so it will soon be the freshest in the industry. He made the statements in the Detroit suburb of Wayne, at a former truck factory being retooled to make the new European version of the Focus compact car.”

7) Trading risk. At a current price of $9.68, I believe shares of F are trading somewhat ahead of themselves. But the chart looks positive when analyzing the 200, 100, and 50 day exponential moving average (EMA).

8) The street does not absolutely love F shares. Which I believe is a good thing and potentially a good time to build a position before the street does
Ford was my call last year when it was around 6.oo a share , since then we are up 70% !

13.  General Electric Company ( GE ) 15.43 a share / target price 21.00
General Electric Company (GE) is a diversified technology, media and financial services company. Its products and services include aircraft engines, power generation, water processing, security technology, medical imaging, business and consumer financing, media content and industrial products. As of December 31, 2008, GE operated in five segments: Energy Infrastructure, Technology Infrastructure, NBC Universal, Capital Finance and Consumer & Industrial. In January 2009, the Company acquired Interbanca S.p.A., an Italian corporate bank. In April 2008, Oil & Gas completed the acquisition of the Hydril Pressure Controls business from Tenaris. In September 2008, the Company announced the sale of its Japanese consumer finance business to Shinsei Bank. During the year ended December 31, 2008, the Company acquired Whatman plc; Vital Signs, Inc.; Merrill Lynch Capital, and CitiCapital.In September 2009, the Company completed the acquisition of ScanWind. Things are coming around for GE. Sold majority interest in NBC/Uni ,GE Capital under control. Can get back to main business of making durables and financing them to customers.Good long term company. Lots of growth and very diversified. Hit a bump in the road that has been over rated to with GE Financial. I am in for the long term.... GE Capital likely to turn around by 2011. They have a strong cash position and could increase the dividend soon..?health , rails, green energy stimulus money .GE has the potential to become the world's largest wind turbine manufacturer in the world. Lastly, good dividend, cash flow and GE will decrease they debt load..

14. Google ( GOOG ) 601.00 a share / target price 775.00    
Google Inc. maintains an index of Websites and other online content, and makes this information freely available through its search engine to anyone with an Internet connection. The Company’s automated search technology helps people obtain nearly instant access to relevant information from its online index. The Company generates revenue primarily by delivering online advertising. Businesses use its AdWords program to promote their products and services with targeted advertising. In August 2008, the Company sold the search marketing business of Performics, a division of DoubleClick. In September 2008, Google Inc. bought Korea-based blogging software developer Tatter and Company. In September 2009, the Company acquired ReCAPTCHA Inc., a spin-off of Carnegie Mellon University's Computer Science Department.But I think anyone who tells you not to buy Google is crazy. People say it's overvalued. According to the S&P, Google's fair value today is $633 .Strong fundamentals.Google will increase revenue with mobile ads.Great search engine, (almost) everybody uses it, and its free! Great stock.Google stock has done well over the last so many months in reaching those high price levels that it once was. Given the fact that it has already made a big return this year, I still think that Google will go higher. The company has the best fundamentals I have seen since I started analyzing stocks, and I saw that there was still some room to grow. Because of the fundamentals and the fact that I think Google is a great company is why I think the stock will continue to rise.
15. Nucor Corporation ( NUE ) 47.00 a share / target price 76.00



-Google will Outperform based on their uprising stake in the mobile market.

-Google will launch a new IPTV service. Either, Or, And YouTube Premium.

-Google will have improve the e-book service that the plan to offer

Nucor Corporation (Nucor) and its affiliates are manufacturers of steel and steel products, with operating facilities and customers primarily located in North America. The Company operates in three business segments: steel mills, steel products and raw materials. In 2008, the Company recycled approximately 20 million tons of scrap steel. In February 2008, the Company completed the acquisition of SHV North America Corporation, which owns 100% of The David J. Joseph Company (DJJ) and certain affiliates. In July 2008, the Company completed the acquisition of a 50% interest in Duferdofin -Nucor (NYSE: NUE) - A company that has returned 297% over the last decade, assuming reinvested dividends, this company is one of the lowest-cost steel producers around. The dividend yield is 3.1%, and the company periodically doles out special dividends to investors.Recession over and this company is a world class low cost producer.At some point we have to rebuild our infrastructure. It may not be this year or next...but just replacing the bridges could move the market for steel off the present levels. Best of breed. Early cyclical infrastructure play.Excellent management, proven past performance, well positioned in the marketplace and ready to explode! Buy, Buy, BUy !

Your Thoughts ????????.........

Sunday, December 13, 2009

Let's Preview a few of our Top 2010 Stock Picks ( Best Buy - BBY - Marriott - Mar - First Solar - FLSR )







1.BBY 44.34

Best Buy Co., Inc. (Best Buy) is a specialty retailer of consumer electronics, home office products, entertainment software, appliances and related services. The Company operates retail stores and Web sites under the brand names Best Buy (BestBuy.com, BestBuy.ca, BestBuy.com.cn, espanol.BestBuy.com and BestBuyMobile.com), The Carphone Warehouse (Carphone Warehouse.com), Five Star (Five-Star.cn), Future Shop (FutureShop.ca), Geek Squad (GeekSquad.com and GeekSquad.ca), Magnolia Audio Video (MagnoliaAV.com). It operates through two business segments: Domestic and International. The Domestic segment consists of the store, call center and online operations in all states, districts and territories of the United States operating under the brand names Best Buy, Best Buy Mobile, Geek Squad, Magnolia Audio Video and Speakeasy. The International segment is comprised all Canada store, call center and online operations, under the brand names Best Buy, Best Buy Mobile, Future Shop and Geek Squad.No real competition , when things get better in 2010 , American people will start to upgrade there computers,TV's,stoves,cell phones, stereos and more......Cramer Recommendation, to play the tech buying Christmas season buying. He expects them to come out with some great earnings on Dec 15th. good growth, nice P/E.With businesses like Circuit City and Twitter out of the picture, Best Buy will see a massive increase in customers and sales from last year. This year for Black Friday it is estimated that Best Buy will receive a 40% increase in traffic. Everybody might be saying Walmart will drive out the competition, but with the economy turning around there is going to be something more customers are going to be looking for besides low prices, and that's product knowledge. Walmart is just now entering the picture with their electronics department, while Best Buy has been devoted to product knowledge for years, and not to mention amazing customer service. This is a long term play , more to come when i announce all my 2010 stock picks and target price also !.



2. MAR - Marriott 27.08

Marriott International, Inc. is a worldwide operator and franchiser of hotels and related lodging facilities. The Company’s operations are grouped into the five business segments: North American Full-Service Lodging, North American Limited-Service Lodging, International Lodging, Luxury Lodging and Timeshare. It develops, operates and franchises hotels and corporate housing properties under 14 separate brand names, and it develops, operates and markets timeshare, fractional ownership and residential properties under four separate brand names. The Company also provides services to home/condominium owner associations for projects associated with one of its brands. global leader.Increasing relative price strength. have known this company for over 20 years and they are still a "rock solid" performer. If you looking for a long term hold or a "peak and valley" income magnet then pick up this stock at 25.00 now and sell later...

3.First Solar, Inc ( FSLR ) 133.10

First Solar, Inc. designs and manufactures solar modules using a thin film semiconductor technology. The Company’s solar modules employ a thin layer of cadmium telluride semiconductor material to convert sunlight into electricity. Each solar module is approximately 2 feet by 4 feet (60 centimeters by 120 centimeters) and had an average rated power of approximately 73 watts, during the fiscal year ended December 27, 2008. Its solar module is a single-junction polycrystalline thin film structure that uses cadmium telluride as the absorption layer and cadmium sulfide as the window layer. The Company’s solar power systems and project development business provides a variety of integrated services to its customers as part of a system solution delivery. These services include solar power system design, procurement of permits and balance of system components, construction management, monitoring and maintenance.FSLR's margins decreased in the last quarter due to discounts given during the recession, but 120 is about as cheap as this company will be for a while. While new, more cost-effective designs could rock the solar industry at any time, FSLR is the company rocking this industry and their PE is only 17 (I say only compared to other tech stocks). Their thin film cells are cheaper than any other solar panel out there. They win oodles of contracts, including in China where they compete against homegrown like STP and YGE. A Buffett moat separates FSLR from its competition in an industry that will outperform the market as a whole for the next few years. Excellent fundamentals -- Copenhagen conference appears to be catalyzing at this time. Long-term play as well as cheaper dollar gives lowest production cost per watt .Beaten down still great business potential. Lot´s of cash, dominant market position, little debt. strong track record. Looking for a surprise in 2010 results.Great patents on their thin, light weight panels. A leader in this area.


This is only a sample of our new 2010 stock picks more to come & price targets will be announced end of December 2009. We will post 12 new stock picks to buy in 2010 ! Your Thoughts ?