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Showing posts with label april. Show all posts
Showing posts with label april. Show all posts

Saturday, April 10, 2010

April Stock Picks For April 2010 , To Buy Now ! ProShares Ultra Oil & Gas (ETF) (Public, NYSE:DIG) & Westar Energy, Inc. (Public, NYSE:WR)..

1. ProShares Ultra Oil & Gas (ETF) 

 

(Public, NYSE:DIG) 37.07 / Target Price 49.76
ProShares Ultra Oil & Gas (the fund) seeks daily investment results that correspond to twice (200%) the daily performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Fund intends to invest at least 80% of its net assets, including any borrowings for investment purposes, under normal circumstances, to equity securities contained in the Index and/or financial instruments that, in combination, have similar economic characteristics. The Fund also intends to invest assets not invested in financial instruments, in debt instruments and/or money market instruments. The Fund intends to concentrate its investments in a particular industry or group of industries to approximately the same extent as the Index is so concentrated. ProShare Advisors LLC serves as the investment advisor to the Fund..China and India will be using more oil.Oil is my friend and oil never disappoints.? buy low sell high. natural gas prices wont stay this low forever. we are running out of oil and it's only a matter of time that oil goes back to $100 a barrel or even $200 Natural gas is the most likely big market to compensate for oil. Good growth and earnings.Oil & Gas are rebounding. Long-term growth and price level of oil & gas appear to be heading higher.

2. Westar Energy, Inc. 

(Public, NYSE:WR) 22.59 / Target Price 29.00
Westar Energy, Inc. (Westar Energy) is an electric utility operating in Kansas. It provides electric generation, transmission and distribution services to approximately 685,000 customers in Kansas. Westar Energy provides these services in central and north-eastern Kansas, including the cities of Topeka, Lawrence, Manhattan, Salina and Hutchinson. Kansas Gas and Electric Company (KGE), Westar Energy’s wholly owned subsidiary, provides these services in south-central and south-eastern Kansas, including the city of Wichita. KGE owns a 47% interest in Wolf Creek Generating Station (Wolf Creek), a nuclear power plant located near Burlington, Kansas. Both Westar Energy and KGE conduct business using the name Westar Energy. Westar Energy (WR) is an electric utility in Kansas.
At the current price of $22.16, the p/e is 15 and the dividend is 5.4%. alot of wind in Kanas can you say Wind Farms ?? One of the few companies that has actually INCREASED their dividend during these tough times. I thought this one was worth a roll of the dice , for the Long Term Play. Pros:

- Good dividend, decent return on investment.

- Located in Kansas which is good for wind (and not just from the Statehouse).

- Faces increased demand for electricity.

- Owns rights to some energy produced by Wolf Creek Nuclear Power Plant.

- Provides limited electrical capacity to the larger rural communities in Western Kansas.

- Building a couple of “cleaner” gas fired power plants.

Buy,Buy,Buy !!!!!!!!!!!




Sunday, March 22, 2009

My Best April Top Stock Picks ( 2009 )


1. Fluor FLR 36.55 as 3/22 target price 45.00 a share by 9/09
Cramer thinks increasing oil prices will boost business for an infrastructure play like Flour.Fluor Corporation (Fluor) is a holding company that, through its subsidiaries, provides engineering, procurement and construction management (EPCM) and project management services. Fluor serves a number of industries worldwide, including oil and gas, chemical and petrochemicals, transportation, mining and metals, power, life sciences and manufacturing. Fluor is also a primary service provider to the United States Federal Government. It performs operations and maintenance activities for major industrial clients, and also operates and maintains their equipment fleet. The Company is aligned into five principal operating segments: Oil and Gas, Industrial and Infrastructure, Government, Global Services and Power. Fluor Constructors International, Inc., which is organized and operates separately from its business segments, provides unionized management, construction and management services in the United States and Canada, both independently and as a subcontractor on projects to its segments.Flour is best of breed when it comes to American infrastructure stocks. They have a tremendous balance sheet, with over 2 billion in cash and only 18 million in debt coming due over the next five years. Management is very knowledgeable.cash on hand .great sector. this company has its hand in major developments across the world on current projects and currently planned future projects. I learned about FLR through research on USU (energy/uranium play) which has a large plant being built, borrowing big bucks to do so, and FLR being hired for the project. FLR's foothold on the industry has positioned itself well for the next decade. They have been conservative with their balance sheet and not overextended themselves during the boom years, and now, at today's levels, appear to be fairly priced - expecting this company to be perform well ahead of the S&P 500.best of breed. Perhaps Flour will use its strong balance sheet to make a few acquisitions.trading below it's lower bollinger band, and a 1.35 Beta, I suspect this cash flushed company will beat...no destroy the S&P when the markets turnaround. It's also got very attractive fundamentals, with 2009 earnings not to bad relative to 2008 . Until the package come thru within the next few months , buy on the dips down.

2. Vale RIO 13.93 as of 3/22 target price 21.00 by 12/09
Cramer’s bullish on RIO.
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 reals ($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.

Monday, March 31, 2008

April 2008 , Stock Picks ( RES & AAPL )

1. Apple is my April stock pick, 143.01 a share / Target price is 155.00.

On the short term, Apple's holiday sales and improving computer market share will push the stock up. I think it's under-valued ,However close to its peak production. This one's going to start taking off by mid-spring. This is a long term play .

2. RPC. INC. ( RES ) is my april stock pick, 14.80 a share / Target price is 17.00.

Black Gold Services ( Small Cap ) , Big Play !
RPC. INC.provides a range of oilfield services that are in exploration, production & development of oil & Gas.( RES )Has been a great investment over the past 5 years & will be for the next 5 more years to come. Reasonable valuations as a result of missing the past few earnings. Forecast , should pick up steam in 2008,2009 ... . This company will benifit as exploration companies are forced to work harder to get at oil reserves. A wild card would be , if congress ever passes a bill , that would allow the USA to drill in Alaska. P/E is 13. RES is around there 1 year low, currently undervalued & still pays a nice Dividend(.20 cents )a share. This company recently borrowed big $$$$ ( 100 Million ) to buy equipment and expand the business. RES has good financials , Low Debt. I believe ( RES ) is well positioned to benefit from continued cyclical strength w/ both increasing drilling activity & natural gas production, i am forcasting increasing demand for pressure pumping services by ( RES ). The fundamentals are excellent and the inside ownership is more than respectable 66%.The management has been buying up a lot of shares lately, thats a great sign that RPC. INC. management team has a lot of faith within there company and product. So buy up shares on the dips and explore great rewards in the long term !! ( this is a long term play )