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Showing posts with label 2009 stock picks. Show all posts
Showing posts with label 2009 stock picks. Show all posts

Monday, December 28, 2009

2009 Mad Money Fund Stock Market Returns ! Wow - Total 93.9 % YTD, Return on your stock investment.(SIRI,RT,CPTC,MDS,CLNE,LOW,KR,AVAV,PHO,AMZN,TAP,VZ,C,USO,BIDU,TOL,SPH,XRAY,JNJ,MO,GOOG,PFE)











1. Mad Money Fund Top 2009 stocks
LOW,KR,AVAV,PHO,AMZN,TAP,VZ,JNJ,PFE,GOOG,MO = uP 31.5 % YTD FOR 2009

2. 9 ( Nine ) For 09, Risky Stock Picks ( 2009 )
MDS,CLNE,C,USO,BIDU,TOL,SPH,DNA,XRAY = uP 54.4% YTD FOR 2009

3. Top Penny Stocks For 2009
DSUP,SIRI,RT,CPTC = uP 196 % YTD FOR 2009

Mad Money Fund Average Stock Returns Was UP 93.9% YTD FOR 2009 !


What are your thoughts ? We are looking to get even higher stock returns in 2010 ! Please scroll down on your bottom right to see all your 2009 stocks picks for 2009 , 2010 and beyound under the labels tab .

Monday, November 2, 2009

Top November stock pick for 2009 ( DNDN ) Dendreon Corp ?


Dendreon Corp $ 25.27 a share as of 11/2/2009 , Target price 45.00 by End 2010 .
A biotechnology company focused on the discovery, development and commercialization of novel therapeutics that harness the immune system to fight cancer.Dendreon Corporation (Dendreon) is a biotechnology company focused on the discovery, development and commercialization of therapeutics that improve cancer treatment options for patients. Dendreon’s most advanced product candidate is Provenge (sipuleucel-T), an active cellular immunotherapy that has completed two Phase III trials for the treatment of asymptomatic, metastatic, androgen-independent prostate cancer. Dendreon Corporation (Nasdaq: DNDN) today announced that it has completed the submission of the amended Biologics License Application (BLA) for PROVENGE® (sipuleucel-T), the Company's lead investigational product, to the U.S. Food and Drug Administration (FDA). Dendreon is seeking licensure for PROVENGE for men with metastatic castrate-resistant prostate cancer (CRPC). If approved by the FDA, PROVENGE would represent the first product in the new therapeutic class known as active cellular immunotherapies.Merriman has $50 price target and many analysts think DNDN will be bought out before 2010, and they will have a catalyst from submitting their app to the FDA in a few months...so the stock should outperform market in next 6 months...even though this does not count the huge April run-up. Anybody believe in NewWorldInvestor's $360 price target (not counting dilution vis share issuances)? Pretty interesting...
One must be skittish about long-term hold with DNDN, though, because they want insurance companies to pay about $60,000 per patient after it gets past the FDA and available in the USA market - to only give each patient a few extra months of life before dying. Because there are MANY drugs and treatments that aim to delay death from various cancers by only a few months, and they (almost) all cost tens of thousands per patient, you have to consider Obama and the insurance companies teaming up and targeting this area as a primary cause of PREDICTED/FUTURE healthcare cost growth. They will try to find a way to cut out insurance coverage for these kinds of very expensive treatments. Big ethical debate on the horizon, don't you think?
I hope patients and the economy's stability benefit from the emergence of simpler and cheaper PREVENTIVE treatments like the prostate cancer prevention drug from GTXI, that many folks (the ones who want the drug) can likely pay for themselves on a monthly basis, with only partial insurance co-pay.

The amended BLA includes data from the IMPACT (IMmunotherapy for Prostate AdenoCarcinoma Treatment) trial, which was conducted under a Special Protocol Assessment agreement with the FDA. The IMPACT study met its pre-specified primary endpoint demonstrating a statistically significant improvement in overall survival in men with metastatic CRPC.

"With the BLA submission complete, we have taken an important step towards reaching our goal of bringing a new therapy to men with advanced prostate cancer," said Mitchell H. Gold, MD, president and chief executive officer of Dendreon. "We look forward to working with the FDA to potentially make PROVENGE the first active cellular immunotherapy to be licensed in the United States."

This stock is a very risky stock to buy !

Whole new way of treating cancers, with treatment for breast cancer to follow treatment for prostate cancer. No more chemo or radiation. Amazing technology. Acts like a vaccine. Big companies putting big money into it, i.e. Fidelity Mutual Corp. Provenge looks great, and when combined with the lack of side effects mean this agent will likely become a preferred option in its arena. I do not know an single oncologist who won't be trying to use this in earlier stages if they see the same results shown in IMPACT Future looks really good from here....FDA approval, Row partner , and always a chance a big Pharma steps in and buys them out and thats not even considering thier pipeline potential for new products (breast cancer ) already in the works. If you missed the initial runup it's not to late , theres lots of upward potential as one or all of the possibilities i mentioned materialize. I sold 1/3 of my position after the Bear Raid Fiasco to cover my costs once trading resumed ($26.25/share) I'll sell another 1/3 at $60 and keep the last 1/3 for the long haul.DNDN will likely sell the drug in the US itself, using the cash from 10 million new shares of stock to start that distribution network and it production facilities. That will probably net it 1$-2 billion a year. Then it will probably partner up in Europe and Asia to sell there, where each of those markets could reach up to $1 billion as well. Taking the conservative estimate, if they have revenues of $3 billion, and net income ends up as 10% of that, we get $300 million income, divided by 110 million shares is about $2.75 a share. Throw a PE of 15 on that and that would fetch a stock price of about $41.25. That would be a double from here, on conservative estimates (assuming all goes well). Using higher end estimates that number would look more like $70. I'd be happy with either. It's not the huge gains recorded in the last month, but now all the news is out, so such large gains should not be expected any longer.

Monday, September 7, 2009

Top september stock pick for 2009 , Is ford ? ( F )


1. Ford ( F ) 7.43 a share as of 9/1/09 Target price 12.00 by 1/1/10
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 12.00 a share by year end !

By: Phil LeBeau

For as long as I've been covering the auto industry, I've seen some variation of this story on a regular basis. Every so often, there is a survey that shows a growing percentage of car buyers would be willing to consider sliding behind the wheel of a Big 3 car. Despite these encouraging reports, the Big 3 market share continues to slide.

The latest survey coming from Consumer Reports shows an overwhelming majority of those surveyed would definitely consider buying a GM, Ford, or Chrysler. 81% to be exact. Compared to 47% for an Asian model and 46% for a European model. With numbers like that, you'd think the Big 3 would be gaining ground on the boys from overseas. But they aren't. Only Ford has picked up market share in the last year.
So what's the deal?

Why is it buyers say they are interested in a Detroit car, but when it comes time to driving off the lot, they are zipping away in a Toyota, Hyundai, or Mini?

Lately, you can blame some of the disconnect on the bankruptcies of GM and Chrysler. While both came through the process better than expected, both companies are just getting their footing. The other issue is new product cadence. Ford's gaining ground right now because it's in the sweet spot with new models rolling out. For GM, there's little hitting showrooms that is generating buzz, and Chrysler is left holding some re-designed older models until the new owners Fiat can pump some life, and product designs, into the company.

As one auto industry veteran told me this summer, aside from Ford, there's not a lot coming out Detroit to get excited about.

Still, the Consumer Reports survey shows these guys have an amazing opportunity to win back buyers who ARE willing to give motown another shot. And all is not lost. This fall GM will ramp up its advertising and marketing under vice chair Bob Lutz. A fresh approach could change perception even more. And at Chrysler, Sergio Marchionne has the company's designers moving fast to not only tweak existing models, but more importantly speed up the development of new vehicles. Ford? It's in a groove right now and will run with the new Taurus and its "Why Ford? Why now?" campaign for some time.

Monday, April 27, 2009

Need some Fizz for Your Profile?Best May 2009 Penny Stock To Buy ( Sweet Profit )




* Jones Soda ( JSDA ) 1.19 As of 4/27/09 , Target Price Is 2.00 A Share By 9/09
Jones Soda Co. develops, produces, markets and distributes a range of beverages, which includes Jones Pure Cane Soda, a carbonated soft drink; Jones 24C, a water beverage; Jones GABA, a tea juice blend; Jones Organics, a ready-to-drink organic tea; Jones Naturals, a non-carbonated juice and tea, and Whoop Ass Energy Drink, a citrus energy drink. The Company sells and distributes its products primarily throughout the United States and Canada through its network of independent distributors, national retail accounts, as well as through licensing and distribution arrangements.As of August 1st, 2000, Urban Juice and Soda Company Ltd. officially changed its name to Jones Soda Co ("JONES"). The story of the company began in 1987 when company founder and president, Peter van Stolk, recognized the potential of emerging "alternative" products in the beverage industry.

The company's start in the beverage world was not as a manufacturer of its own brand, but as a distributor in western Canada of other successful lines, including Just Pik't Juices, Arizona Iced Tea and Thomas Kemper sodas. By 1994, Jones was firmly established as a full line beverage distributor in western Canada, with a reputation for picking winners.

Jones Soda Flavors

Utilizing its experience and knowledge gained in the distribution industry, JONES decided to create and distribute its own brands. In 1995, JONES created two brands of its own: WAZU Natural Spring water, launched in April 1995 and Jones Soda, launched with six flavors in January 1996. Jones Soda has been recognized and awarded for its unique packaging that features constantly changing labels that are generated and submitted by its consumers. In 2000, Jones Soda Co. launched its own version of an energy drink, named WhoopAss. The following year, in 2001, Jones Soda Co. launched 6 flavors of Jones Juice. See Jones Flavor Evolution for more information

Distribution of Jones Soda began with what we call our "alternative distribution strategy." Jones Soda Co. placed it own coolers, bearing their signature flames, in some truly unique venues, such as skate, surf and snowboarding shops, tattoo and piercing parlors, as well as in individual fashion stores and national retail clothing and music stores. Following the execution of the alternative distribution strategy, Jones began an up and down the street "attack" of the marketplace; this time placing product in convenience and food stores. Finally, the company began to achieve larger chain store listings with companies such as Starbucks, Panera Bread, Barnes & Noble, Safeway, Target, Cost Plus, Meijers, Winn-Dixies stores, Albertson's, and 7-Eleven stores.

Jones Soda has also incorporated unique marketing initiatives in its strategy. Jones Pro Riders and Jones Emerging Riders, including extreme pro athletes BMXer Mat Hoffman, snowboarding extraordinaire Chanelle Sladics, and surf legend Benji Weatherly can be found promoting Jones and sporting the Jones logo at extreme sporting events across the country. The Jones RVs on both the East and West coasts travel through cities in North America handing out soda and talking to the people on the street.

Jones Soda has always been about the people and interacting with the consumer. From the ever changing photos on our labels to the company's websites, www.jonessoda.com and www.myjones.com, and the recent MyJones Independent Music site, www.myjonesmusic.com, Jones Soda has created a cult following and is a passion not only among soda drinkers but with its employees, directors and shareholders.

Jones Soda is a long term Play! Jones , Missed their numbers for the 4th quarter, .Buy on the dip . However Jones is still growing over 95% and have wisey managed to link an exclusive deal w/ the nfl seattle Seahawks. This is a huge step forward and considering Coke & Pepsi has a chokehold on most sports stadiums accross the USA. W/ new partnership walmart & target. This will only help get this product well known and liked across the USA. This will be Generation X & Y , New pepsi Product!!Great tasting product w/ great ponteintal on makeing more money & expanding & tapping into the soft drink world dominated by Coke & Pepsi ! ( Can U Say Buy - Out ??? The new ceo is bringing new products( vitamin Water & organic Drinks) and will better manage the bottom line for the company.Severly oversold stock. Expect positive earnings surprises over the following few quarters.I'm seeing Jones Soda in more and more places. I've got to think that this trend will see them shaving at least a bit off of Coke and Pepsi's market, particularly with health-minded consumers who don't like corn syrup in their soda. Potential earnings surprise and great product lineup (24c, cola, etc.) going into the summer. Also, Gaba drinks have potential to be wildly popular - could be the "cool" thing to drink ala RedBull.With their miniscule market cap, even if they take 1-2% of market share from coke or pepsi, you're looking at a 10 bagger. I dont normally trade in and out of stocks, esp small caps where volatility is its name. Any good news will send the stock soaring again and theres no way to time it..!So drink up & buy some jones , and make a SWEET Profit!!!!!!

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.

Saturday, February 28, 2009

Top March 2009 Stock Picks ! ( Family Dollar Stores & Allos Therapeutics


1. ALTH 5.84 a share Target price 12.00 by 12/09

Allos Therapeutics, Inc. is a biopharmaceutical company that is focused on developing and commercializing small molecule drugs for the treatment of cancer. The Company’s lead product candidate, PDX (pralatrexate) an antifolate is in Phase 2 trial in patients with relapsed or refractory peripheral T-cell lymphoma. The Company is also investigating PDX in patients with non-small cell lung cancer and a range of other lymphoma sub-types. The Company’s other product candidate is RH1, a targeted chemotherapeutic agent, which is in a Phase 1 trial in patients with advanced solid tumors or non-Hodgkin's Lymphoma.
No doubt the market has cost investors a lot of money over the past year and a half. The image of people too afraid to open their 401(k) statements has become cliché. And the common wisdom says that years will pass before those losses are recovered.
But that’s not necessarily the case. Speculating on the right stocks could generate sizable returns, enough to fill some of the holes this recession has poked in your portfolio. That’s one of the reasons that Cramer’s a fan of calculated risk taking. The potential payoff is significant. Speculation’s also a way to keep things interesting. Instead of banking with the usual suspects – maybe Coca-Cola
[KO 40.85 -0.22 (-0.54%) ]
Johnson & Johnson
[JNJ 50.00 -2.44 (-4.65%) ]
[AAPL 89.31 0.12 (+0.13%) ]
– investors can put their money in a small up-and-comer.
So who’s the latest Mad Money Spec Friday pick? Allos Therapeutics
[ALTH 5.64 -0.42 (-6.93%) ]
, a biotech with a $5.64 share price and a market cap of under $500 million. Like all speculation plays, Allos has a catalyst – the probable Food & Drug Administration approval of its cancer drug – that should send the stock higher.
Allos makes an orphan drug called Pralatrexate, or PDX, used to treat peripheral T-cell lymphoma, a fast-spreading cancer that affects white blood cells. Remember an orphan drug is one that treats a very rare condition. So the FDA usually fast tracks approval, the company gets exclusivity rights to the drug, and the sales usually bring in big, big money.
Exclusivity or not, though, PDX is the only treatment for peripheral T-cell lymphoma, so there’s no competition here anyway. President Obama’s plan for Medicare, where the government will negotiate bulk drug prices directly with pharmaceutical companies, could hurt those with similar treatments, but not Allos. And orphan drugs in Europe, where the government already negotiates prices, usually cost the same as, if not more than, those in the U.S. Besides, PDX has been proven to extend patients’ lives. Don’t expect the White House to put a price on that.
On Feb. 4, Allos released data that showed patients who had previously not responded to treatment were responding to PDX, and for longer than expected. The stock popped as a result, and then the market’s decline took ALTH back down. Now ALTH is two points below where it was before the data release, giving investors a great entry point.
Cramer expects Allos to file for final FDA approval by the end of June, which means the drug could be on the market by year’s end. Worst-case scenario, analysts have said, PDX is available to the public by 2010. Sales for the drug could reach as high as $400 million a year, with the chance for even better numbers given PDX’s potential for off-label uses, much like Genentech’s
[DNA 85.55 -1.93 (-2.21%) ]",

Avastin. PDX is more potent than other chemotherapy drugs, so there’s a good chance it could treat other cancers.
Allos makes a great takeover target as well. The company’s a natural fit for any big-time firm with a blood cancer franchise, such as Celgene
got a bid.
Allos reports Tuesday, March 3, so Cramer cautioned against buying before then. The company has no sales yet, so management offer clues as to whether the company’s still on track and possibly even date-release dates on the horizon.
ALTH is a buy at $6, Cramer said, but no more. At $7, the deal doesn’t work. Investors who want in should remember to be patient and use limit orders.



2. FDO 27.44 A SHARE AS OF 3/1 , TARGET PRICE 41.00 by 9/09

Family Dollar Stores, Inc. operates a chain of more than 6,500 general merchandise retail discount stores in 44 states, providing consumers with a selection of merchandise in neighborhood stores. The Company’s merchandise assortment includes consumables, home products, apparel and accessories, and seasonal and electronics. The Company’s products include apparel, food, cleaning and paper products, home decor, beauty and health aids, toys, pet products, automotive products, domestics, seasonal goods and electronics. With a Dividend of .14 a share , is a great buy in this market !In the same boat as Wal-Mart, discount retailers are the some of the few companies showed success in 2008. FDO's stock price gained 36% in 2008.Recession time will prompt more people to go to the dollar stores to $ave MONEY!!!! Due to people needing to cut back, people are going to eventually go from Walmart to Family Dollar as both are in the same merchant category and serve much the same purpose, but Family Dollar seems to undercut Walmart's prices for many items... but does so at a cost: lack of the wide range of products that Walmart does, but from what I've seen, this doesn't effect business one bit.Not bad on debt, fairly good P/E. I'm seeing a lot more "recession fashion" and how-to's on living more cheaply....this company is made for these times.I do about 75% of my regular shopping there (condiments, small food, bread, milk, some clothes.) The stores should do well in hard times.family Dollar Stores . . . need I say more?












Saturday, January 31, 2009

February Super Bowl Stock Picks for 2009 !




1. ( TTEK ) 2/1 23.23 a share / Target Price 30.00
Tetra Tech, Inc. is a provider of consulting, engineering, program management, construction and technical services focusing on resource management and infrastructure. The Company serves its clients by providing solutions to fundamental needs for water, environmental and alternative energy services. Its solutions span the entire life cycle of the project and include applied science, research and technology, engineering, design, construction management, construction, operations and maintenance, and information technology. During the fiscal year ended September 28, 2008 (fiscal 2008), the Company managed its business in three segments: resource management, infrastructure and communications. On October 1, 2007, the Company acquired the outstanding shares of ARD, Inc. (ARD), which provides applied research, planning, design and implementation services focused on a range of water, energy, environmental and institutional challenges. In January 2009, it acquired Haselwood Enterprises, Inc.Consulting services like Tetra Teck can allow a company to find cost cuttings far in excess of the cost of the service. Since TTEK does very well getting govenment contracts, workflow should be consistant. It's key areas of waste management, energy, construction, infrastructure, etc, all fit in very will with key priorities of the govenrment. While P/E of 21 seems like a premium, TTEK's acquisition of Haselwood Enterprises gives TTECK access to government contracts that should pay a premium. Although I would like to see better margins on a company with this high of a P/E, growth has been very consistant the last two years, and above the S&P even this year. Debt is LESS than 1X of income, cash flow is decent. As water becomes tougher to come by, this is the company to handle those issues. With timely acquisitions and the need for alternative energy looming, this company is positioned to thrive in the long term.Will benefit from wind and water projects. With the new bail out bill coming TTEK wil benifit ! so buy up share now ! Tetra Tech is perfectly positioned to exceed expectations (Like those alliterations) with the coming infrastructure boom and the water supply doom. The next US President will have to decide what amount to spend on crumbling infrastructure over the next few years!



2. ( DIS ) 2/1 20.68 a share / target price 25.00
The Walt Disney Company, together with its subsidiaries, is a global entertainment company. The business segments of the Company are Media Networks, Parks and Resorts, Studio Entertainment, and Consumer Products. The Media Networks segment consists of domestic broadcast television network, television production and distribution operations, domestic television stations, cable networks, domestic broadcast radio networks and stations, and Internet and mobile operations. The Studio Entertainment segment produces and acquires live-action and animated motion pictures, direct-to-video programming, musical recordings and live stage plays. The Consumer Products segment engages with licensees, manufacturers, publishers and retailers globally to design, develop, publish, promote and sell a range of products based on Disney characters.Long term a great stock to have. I would pick it up closer to <20>

Thursday, January 1, 2009

My Best Stock Picks For 2009


1. Lowe's Companies ( LOW ) 21.52 a share 1/1/2009 Target price 35.00 a share.
Lowe’s Companies, Inc. is a home improvement retailer, with specific emphasis on retail do-it-yourself (DIY) customers, do-it-for-me (DIFM) customers, who utilize its installation services, and commercial business customers. The Company offers a line of products and services for home decorating, maintenance, repair, remodeling and property maintenance. As of February 1, 2008, it operated 1,534 stores in 50 states and Canada, with 174 million square feet of retail selling space. Lowe’s Companies, Inc. serves homeowners, renters and commercial business customers. Homeowners and renters primarily consist of do-it-yourselves, and others buying for personal and family use. Commercial business customers include repair and remodeling contractors, electricians, landscapers, painters, plumbers, and commercial and residential property maintenance professionals, among others . The latest existing home sales report from the National Association of Realtors showed an increase of 3.1% over the previous month with sales rising to about 5 million units a year annualized. When the last twelve months of data is plotted, there’s a clear bottoming pattern being formed. The report also shows home prices continuing to fall and the inventory of unsold homes increasing. That’s bad news for sellers but good news for buyers since the increasing inventory should continue to put pressure on prices. The AP release listed on MSNBC.com includes this additional information, “Between 33 and 40 percent of sales activity is coming from foreclosures or other distressed properties, estimated Lawrence Yun, chief economist at the Realtors group.” If existing home sales have bottomed, it should be good news for home improvement retailers Home Depot (HD) and Lowes (LOW). The high percentage of sales coming from foreclosures should also be a positive for their business. I haven’t found any data to back this up, but it’s logical that on average a foreclosed home will need more repairs than an owner-to-owner purchase. Granted, logic doesn’t necessarily apply to the stock market.Both companies are profitable even in the current soft housing market. Valuations are similar with both companies trading at about 15.5 times the next 12 months earnings. Cramer did a head-to-head between HD and LOW on Wednesday’s Mad Money and concluded LOW was the better bargain primarily because of better growth prospects. One key difference between the companies is the dividend. HD yields about 3.3% vs about 1.4% for LOW. Obviously, Lowe’s has a much lower payout ratio so more of its earnings are available to invest in expansion. If home sales have bottomed, LOW and HD sales traffic should start increasing, particularly with a high percentage of sales and housing inventory coming from foreclosures. Both companies should benefit from easy same-store-sales comparisons going forward. Analysts’ earnings estimates for both companies have been lowered over the past 90 days. I think that’s a mistake. Cramer based his opinion of the two stocks partly on his prediction that new home sales will start improving late next year. I suspect many analysts are also considering new home sales for their models. They may be overlooking stabilizing and improving existing home sales volume (not necessarily prices) providing a lift to home improvement centers. I believe LOW is a slightly better buy than HD based on better growth prospects and a lower debt ratio. The higher dividend makes HD attractive to income investors and should provide more support to the share price if the thesis is wrong; the dividend is comfortably covered so there isn’t much chance of a cut. If stabilizing home sales drive an increase in traffic, both companies should benefit.Two words CUSTOMER SERVICE! Although HD is geographically closer to my home, I prefer Lowes. The product mix and prices are similar but, Lowes has people that can answer questions and assist the customer, and they even have humans at the cash registers.Cash on hand and cash flow can handle required debt payments. People will continue to maintain and improve their homes as they spend less on other non-essentials .

2. The Kroger Co. ( KR ) 26.25 a share 1/1/2009 , Target price 39.00.
The Kroger Co. is a retailer in the United States. The Company also manufactures and processes some of the food for sale in its supermarkets. As of February 2, 2008, the Company operated, either directly or through its subsidiaries, 2,486 supermarkets and multi-department stores, 696 of which had fuel centers. Approximately 43% of these supermarkets were operated in Company-owned facilities, including some Company-owned buildings on leased land. It operates retail food and drug stores, multi-department stores, jewelry stores, and convenience stores throughout the United States. The Company operated 42 manufacturing plants, primarily bakeries and dairies, which supply approximately 43% of the corporate brand units sold in the retail outlets. Ultra-solid grocer with a strong private brand and good real estate management.
Safe harbor.If you paid attention when you were shopping you've noticed the sharp jump in grocery prices that coincided with the rise in fuel prices. Now that fuel prices have fallen, it is equally as noticeable that the price of groceries and consumer goods hasn't. This means higher profits for Grocery stores in the near term. With an uncertain economy and high gas prices, consumers are pinching pennies wherever they can, and that includes doing things like buying Kroger brand soup or Kroger brand milk instead of Campbell's Soup or Trauth milk. This penny pinching will continue into the foreseeable future because shoppers aren't going to pay higher prices when they can get the same thing for less. This is a definite buy for 2009 .

3. AeroVironment 36.80 a share 1/1/2009 , Target price 49.00.
AeroVironment, Inc. (AeroVironment) designs, develops, produces and supports a portfolio of small unmanned aircraft systems (UAS) that it supplies primarily to organizations within the United States Department of Defense (DoD), and fast charge systems for electric industrial vehicle batteries that it supplies to commercial customers. AeroVironment derives the majority of its revenue from these two business areas. The Company's core technological capabilities include lightweight aerostructures and electric propulsion systems, electric energy systems and storage, high-density energy packaging, miniaturization, controls integration and systems engineering optimization. The Company is organized into two segments: UAS and Efficient Energy Systems, which focuses primarily on the development of electric energy technologies for internal and external customers, and also develops, produces and supports a line of electronic test equipment used for research and development activities.With cuts in defense spending likely, drones offer a cheaper alternative to full sized aircraft.I've been watching this stock go up since its IPO opening , and there is a little downturn now. With their drone business, Aerovironment is a good candidate for a buyout by the big boys. Drones are not going away -- the local air national guard changed to drones, and the Air Force secretary was fired for his slow adoption of the technology.

4. PowerShares Water Resources (ETF) ( PHO ) 14.39 a share 1/1/2009 target price 19.75
PowerShares Water Resources Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of the equity index, the Palisades Water Index (the Index). The Index seeks to identify a group of companies that focus on the provision of potable water, the treatment of water, and the technology and services that are directly related to water consumption. The Index includes United States exchange traded companies drawn from water sectors, such as water utilities, treatment, analytical, infrastructure, water resource management and multi business.water - can't replace it can't get enough of it, enough said .world is going to get hungry due to a larger stomach and of course we will need water to wash it all down not to mention grow everything we eat in the first place. 1% of the worlds water is drinkable and our demand for that water double every 6-8yrs.With Obama's new public works stimulus should include some spending towards the aging water infrastructure, and this sector would definitely benefit from that !

5. Amazon.com ( AMZN ) 51.13 a share , target price 76.00
Amazon.com, Inc. (Amazon.com) operates retail Websites, which enables its consumer customers to find and discover anything they might want to buy online. The Company’s retail Websites include www.amazon.de, www.amazon.fr, www.amazon.co.jp, www.amazon.co.uk and the Joyo Amazon Websites at www.joyo.cn and www.amazon.cn. Amazon.com has organized its operations into two principal segments: North America and International. The North America segment includes Websites, such as www.amazon.com, www.amazon.ca, www.shopbop.com and www.endless.com. The International segment includes www.amazon.co.uk, www.amazon.de, www.amazon.co.jp and www.amazon.fr. In June 2008, the Company announced the acquisition of Fabric.com, an online fabric store that offers custom measured and cut fabrics, as well as patterns, sewing tools and accessories.Good earnings growth. I have made several purchases from their site, and they have one of the most user-friendly and convenient marketplaces on the web. I get what I want on time and at competitive prices. They seem well positioned to profit from Internet shopping. This isn't a massive growth stock.Upside is that it is growing right through the recession. Nevertheless, this has to be a long-range investment. I plan to add to my investment in modest increments over a substantial period of time.

6. Molson Coors Brewing Company ( TAP ) 48.92 a share, target price 71.00
Molson Coors Brewing Company (MCBC) is a global brewer of beers. The Company’s subsidiaries include Molson Canada (Molson), Coors Brewing Company (CBC), Coors Brewers Limited (CBL), and other corporate entities. The segments of the Company include Canada, the United States and Europe. The brands sold in Canada include Coors Light, Molson Canadian, Molson Dry, Molson Export, Creemore Springs, Rickard's Red Ale, Carling and Pilsner. The brands sold in the United States include Coors Light, Coors, Coors Non-Alcoholic, Blue Moon Belgian White Ale and Blue Moon brands, George Killian's Irish Red? Lager, Keystone, Keystone Light, Keystone Ice and Zima.I'm not a drinker, but in times like these I'll make an exception. a case of 24 for $15 exception.Solid financials. Cash on hand. Great products. Cheap stock price.With recession on the horizon, this is a great hedge against it. With the overall market going down, TAP may go down too, but not nearly as much. Therefore, it will outperform. TAP pays a .20 Dividend.

7. Verizon Communications ( VZ ) 33.90 a share 1/1/2009 , target price 49.00.
Verizon Communications Inc. (Verizon) is engaged in providing communication services. The two segments of the Company are Wireline and Domestic Wireless. Wireline communications services include voice, Internet access, broadband video and data, next generation Internet protocol (IP) network services, network access, long distance and other services. The Company provides these services to consumers, carriers, businesses and government customers both domestically and internationally in 150 countries. Domestic Wireless’s products and services include wireless voice, data products and other services, and equipment sales across the United States. In March 2008, Verizon announced the completion of the spin-off of Northern New England Spinco Inc. In July 2008, MTN Group Limited acquired 100% of Verizon South Africa Ltd. In August 2008, Verizon announced that Verizon Wireless, a joint venture of the Company and Vodafone Group Plc, had completed its purchase of Rural Cellular Corporation.I just switched to FIOS so now VZ do all my telecom ( winches, ISP, TV) and it rocks! l don't see the cable co's keeping customers from switching .I like both T and VZ for their dividend; but I like VZ more for it's dividend. For now in tough times Utilities are king, VZ is set to continue giving steady returns.They pay a reasonable dividend and are a cash vacuum !

8. Johnson & Johnson ( JNJ ) 59.70 a share , target price 69.50
Johnson & Johnson is engaged in the research and development, manufacture and sale of a range of products in the healthcare field. Johnson & Johnson has more than 250 operating companies. The Company operates in three segments: Consumer, Pharmaceutical, and Medical Devices and Diagnostics. Sales of the Company's two largest products.Long term, solid company. A vast stable of staples, products that consumers will want and need to buy regardless of the recession/depression. It's hard to imagine any company as being recession-proof, but I think Johnson & Johnson comes very close to that wishful ideal. During the recession of 1992-1993, it lost about 20% of its value, but other companies lost much more. During the gloomy times of mid-2001 through 2003, it traded sideways while most other large-cap companies lost money. It currently has nice profit a 6.4 quarterly revenue growth with a 29.9% quarterly earnings growth. Very nice. Hopefully, that will continue. For a large cap, it also seems to have its debt load under control, something that will separate the strong from the weak in the coming months. To wit, JNJ's Debt/Equity ratio is 32%, and has a book value of $16.45/share, which is twice better than my internal yardstick of 1/7th that of its price (currently $58.70). While we wait for the stock to appreciate, the dividend yield will help us out a bit at its current 5-year average of 2.1% (hey, it's not great, but it's there!). Finally, very few people are going against this stock, as the short interest is extremely low at only 0.80% of the float (yep, less than 1% -- nice & stable). This would be a good place to park your money for the next 1-3 years.

9. Pfizer Inc ( PFE ) 17.71 a share 1/1/2009 , target price 24.00
Pfizer Inc. (Pfizer) is a research-based, global pharmaceutical company. The Company discovers, develops, manufactures and markets prescription medicines for humans and animals. It operates in two business segments: Pharmaceutical and Animal Health. The Company also operates several other businesses, including the manufacture of gelatin capsules, contract manufacturing and bulk pharmaceutical chemicals.PFE is a cash cow, easily a $25 stock and with a rally in the market, PFE is set to go higher.PFE will likely outperform the S&P 500 for the near future simply because the recession hurts others more than it hurts this company. Also the incoming Obama administration favors health care reform, which although could dampen some healthcare sector stocks, will not likely have much direct effect on R&D or capsule manufacturing. Although the cost of medicine is high in some cases, it is tiny when compared to all other medical costs as a whole. High medicine costs are usually pass-on costs but, Obama will likely encourage more R&D, and the government will favor this sector in subsidies. Baby boomers keep on retiring in ever growing numbers and they need medications… there is an ever growing demand for the products of the company over the long term, recession or not .

10. Google ( GOOG ) 307.00 A share 1/1/2009 , Target price 355.00
Google Inc. maintains an index of Websites and other online content, and makes this information freely available 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. Google generates revenue primarily by delivering online advertising. Businesses use its AdWords program to promote their products and services with targeted advertising. In addition, the thousands of third-party Websites that comprise the Google Network use its AdSense program to deliver relevant ads that generate revenue and enhance the user experience.Long term play, good value, buying at a discount. Will rebound powerfully when the global economy improves in the coming years.Google is becoming the Top search and work engine in the world including in Peru South America. Besides the ever growing Pay Per Click business model, Google will eventually open up a Pay per call model (google both these items to learn about them). Pay Per Call is still a very lucrative industry and is expected to grow incredibly over the next five to ten years (google search will lead you to this information as well, as would yahoo or microsoft or whatever search you use, but i'm making a pseudo-subliminal point by saying 'google it'.)Beyond advertising, Google's dark horse will be cloud computing in my opinion. It will save companies thousands upon thousands of dollars in that they wont have to purchase on site storage of information, it is stored elsewhere. Computer security can also be cut back. Network administration can also be cut back. All this money that will be saved can now be thrown at various other optimizations (or just added to a bottom line). Cloud computing is Google's oft misunderstood, nary a mentioned monster. Its most recent deal with IBM will show this as a rapidly growing income stream. With Cloud computing, the bearish sentiment on the possible failures of online advertising will quickly have to brainstorm new critiques of what will become a vast lucrative market. What about Google's Android? It seems a fight may be brewing with Verizon and the FCC over definition of terms, but if the OS is as easy to ingest as google's website itself, I can only see upward motion in its future.

11. Altria ( MO ) 15.05 a share 1/1/2009 , target price 24.50
Altria Group, Inc. (ALG) is the holding company of Philip Morris USA Inc. (PM USA) and John Middleton, Inc., which are engaged in the manufacture and sale of cigarettes and other tobacco products. Philip Morris Capital Corporation (PMCC), another wholly owned subsidiary, maintains a portfolio of leveraged and direct finance leases. In addition, at December 31, 2007, ALG held a 28.6% economic and voting interest in SABMiller plc (SABMiller), which is engaged in the manufacture and sale of various beer products. The Company’s segments are U.S. tobacco; European Union; Eastern Europe, Middle East and Africa; Asia; Latin America, and Financial Services. In March 2008, the Company completed the spin-off of Philip Morris International Inc., a wholly owned subsidiary. On December 11, 2007, ALG acquired 100% of John Middleton, Inc., a manufacturer of machine-made large cigar .Incredible dividend, controls majority of tobacco products in America, also has a stake in SABMiller. The only reason I don't have real money invested in this one is because the gov. is clamping down on smokers and will become even more strict in the future. With the way things are going, smoking could become illegal within 20 years. This is why I think PM is a better growth play because it focuses on countries whose govs don't mind if their citizens smoke themselves to death (i.e. China, South Korea, Japan, Russia, etc). In the near term the stock will outperform the market, but in the long term its performance will depend on how healthy or unhealthy Americans choose to live and gov regulations. I forecast a diminishing number of Americans choosing to pick up this bad habit in the long term .Great company, great management, great lawyers, great dividend. Only problem is they sell a product people have a strong opinion on. Will be a strong performer for years to come .. Many people will miss this one just because it is a sin stock. However, when times get hard to is a proven fact that PEOPLE smoke consume more alcohol, Even people that have stopped for long periods start back to smoking. It is one of those things that take your mind off of the here and now for 6 minutes. After the 9-11 devastation, their sales went up.

What are your thoughts on the 2009 top stock picks ??

9 ( Nine ) For 09 , Risky Stock Picks ( 2009 )


1. Midas ( MDS ) 10.49 a share As of 1/1/2009
Midas, Inc. is a provider of automotive repair and maintenance services with over 2,550 shops globally. Midas retail shops, which are operated by the Company, its franchisees and licensees, offer an array of automotive repair and maintenance services. As of December 29, 2007, there were 1,711 North American Midas shops located in all 50 United States and nine Canadian provinces. Midas operates in a single business segment with retail, supply chain and real estate operations in support of automotive service shops. Retail operations consist of franchised and Company-operated shops in North America and licensed shops in 15 other countries. Supply chain activities include providing value-added merchandising services to franchisees, in which the Company establishes relationships with vendors who distribute products and equipment directly to Midas shops. Real estate activities include the development, ownership and leasing of Midas shops in North America. With nobody buying new cars people need to repair there older cars & in the USA we will find ways on paying to repair our cars ! Midas is a reliable company w/ low dept , this could be a winner for 2009 ! target price 20.00 a share.

2. Clean Energy Fuels ( CLNE ) 6.01 a share as of 1/1/2009
Clean Energy Fuels Corp. (Clean Energy) is a provider of natural gas as an alternative fuel for vehicle fleets in the United States and Canada. The Company offers a solution to enable customers to run their fleets on natural gas. It designs, builds, finances and operates fueling stations, and supplies customers with compressed natural gas (CNG) and liquefied natural gas (LNG). The Company also helps them acquire and finance natural gas vehicles, and obtain local, state and federal clean air rebates and incentives. The Company serves fleet vehicle operators in a variety of markets, including public transit, refuse hauling, airports, taxis, seaports, and regional trucking. It generates revenues primarily by selling CNG and LNG, and to an extent by building, operating and maintaining CNG and LNG fueling stations.CLNE is the largest supplier of CNG for automotive fuel in the U.S.. When the price of gasoline doubles again next year, CLNE will be poised to pick up the renewed interest in alternative fuels. Recently, it has been awarded several government contracts to keep it healthy until consumer interest picks up again.Largest supplier of natural gas stations. As the country shifts to natural gas for its autos(and it will) this company will be in the forefront to set up service stations across the country. T.Boone Pickens a large stockholder. Target price 21.00 a share .

3. Citigroup ( C ) 6.71 A Share As Of 1/1/2009
Citigroup Inc. (Citigroup) is a diversified global financial services holding company whose businesses provide a range of financial services to consumer and corporate customers. Citigroup is a bank holding company. As of March 31, 2008, Citigroup was organized into four major segments: Consumer Banking, Global Cards, Institutional Clients Group and Global Wealth Management. In March 2008, Citigroup reorganized its consumer group into two global businesses: Consumer Banking and Global Cards. In May 2008, the Company has reorganized its equity and debt business in Japan. Nikko Citigroup Ltd, the Company’s Japan investment banking unit, merged its equity and debt underwriting teams into one.CIti is one of those "can't fail" companies. When financials get their act together Citi should be a better than average performer.While it has written down nearly 30 Billion in assets, these assets are not worthless. Additionally, these write-downs are non-cash balance sheet charges, not cash outflows. The recapitalization due to the non-cash losses is a tiny fraction of the overall write downs. Citi is, was, and will be one of the largest players in international finance and banking. Once the fair value of these assets is determined, and the financial markets stabilize, I believe Citi will return to EPS in the $3.40 to $4.10 range. Remember, the $1.05 dollar first-quarter loss included a whopping 12 Billion in write-downs. Without those items, that Citi made $1.24/share. My point is, the core-business of Citi makes sense. These banks are not going anywhere. They made some mistakes, and lost some money, but no one can convince me that Citigroup is worth less than it was in 1998. Eventually the market will figure that out. If you pass on CIti at these prices, you are missing a once-in-a-lifetime opportunity to buy a great company at a great price. This stock will greatly outperform the market over the next 3-5 years. Target price 9.75 a share.

4. United States Oil Fund ETF ( USO )32.85 A share as of 1/1/2009
United States Oil Fund, LP (USOF) is a commodity pool that issues limited partnership interests or units that may be purchased and sold on the American Stock Exchange (the AMEX). The Company invests in futures contracts for light, sweet crude oil and other types of crude oil, heating oil, gasoline, natural gas and other petroleum-based fuels that are traded on the New York Mercantile Exchange (NYMEX), International Currency Exchange (ICE) Futures or other United States and foreign exchanges (collectively, Oil Futures Contracts). It holds interests in other oil-related investments such as cash-settled options on Oil Futures Contracts, forward oil contracts, and oil-based over-the-counter transactions.Oil is waaaay down, but only due to overall weakness in the markets. It will come back in a big way, and now is the time to get in to anything that is even remotely related to the oil markets.
This is just a reality. The thought that oil will forever fall is just not sound thinking. As conditions improve and people hoard the oil, prices will rise and this ETF will again ride higher. It will not be until the late summer or fall of 2009 but it will occur. The same way we are amazed at the massive oil price drop we will all sit around and discuss how that one _____ (hurricane, war, terrorist act) tripled oil in a months time. The wonderful part of old age is you slowly realize the waves that pound the beach are rather predictable. Anyway I have bought oil and plan to continue. Target price 70.75 a share.

5. Baidu.com, Inc. ( BIDU ) 129.90 a share as of 1/1/2009
Baidu.com, Inc. (Bidu) is a Chinese-language Internet search provider. The Company conducts its operations principally through Baidu Online Network Technology (Beijing) Co., Ltd. (Baidu Online), its wholly owned subsidiary in Beijing, the People’s Republic of China. In addition, it conducts part of its operations through Baidu Netcom Science Technology Co., Ltd. (Baidu Netcom), which holds the licenses and approvals necessary to operate Baidu’s Websites and provide online advertising services.Google US market share 60%
Baidu China market share 60%
US Population 300M
Chinese Population 1B+
Google market value 150B
Baidu Market value 10B
Chinese version of Google. Huge under-tapped market. Strong ownership interest. Recommended by Fools. Internet is here to stay and just getting started in China.Target price 225.00 a share.

6. Toll Brothers ( TOL ) 21.43 a share as of 1/1/2009
Toll Brothers, Inc. is engaged in designing, building, marketing and arranging finance for single-family detached and attached homes in luxury residential communities. The Company is also involved, directly and through joint ventures, in projects where it is building, or converting existing rental apartment buildings into high-, mid- and low-rise luxury homes. During the fiscal year ended October 31, 2007 (fiscal 2007), the Company delivered 7,023 homes from 385 communities. In fiscal 2007, the Company has introduced 70 new single-family detached models, 28 new single-family attached models and 32 new condominium units. The four segments operated by the Company includes the North, the Mid-Atlantic, the South and the West.
With the Fed throwing everything but the kitchen sink at the housing problem they will create and artificial bottom in housing prices. Once all the buyers that have been waiting for a bottom will have already missed the bottom and have to pay 1% to 3% more than they originally wanted. And one more thing beware of the crowded short. Also Jim Cramer thinks housing should bottom by mid year in 2009 . How can you not love such a honest CEO as Toll Brothers. I love how candid and open this man is to the little investors. Crammer has interviewed this "gentleman" and I love his straight shooting and talking style. I belive that Toll Brothers is a great place to park your money for some substantial time , long term play !target price 35.00 a share.

7. Suburban Propane Partners ( SPH ) 35.45 a share as of 1/1/2009
Suburban Propane Partners, L.P. is a marketer and distributor of an array of products, which meet the energy needs of its customers. The Company specializes in the distribution of propane, fuel oil and refined fuels, as well as the marketing of natural gas and electricity in deregulated markets. The Company conducts its business through Suburban Propane, L.P., which operates its propane business, and its direct and indirect subsidiaries. The Company’s general partner, and the general partner of Suburban Propane, L.P., is Suburban Energy Services Group LLC. The Company manages and evaluates its operations in six segments, four of which are reportable segments: propane, fuel oil and refined fuels, natural gas and electricity and Services. Jim Cramer states ,Brrrr! Many of us are enduring some downright frigid temperatures lately. So while you're sitting at home, staying out of the snow and wind, I'm sure the one question on your mind is, 'How can I make money off this arctic-like weather?' Cramer, as always, is here to help you with that dilemma. And his answer is one that many of you faithful viewers have been on to for a while: Suburban Propane Partners [SPH 35.45 1.05 (+3.05%) ]. After so many of you talked this one up, Cramer did his homework. And the result? He's feeling the warmth too.
Suburban is an energy outfit that delivers propane and other fuels to over a million customers.Another reason propane is doing so well now is its wide profit margin. The wholesale price of heating oil is down 43% but the propane companies haven't passed those savings to their customers -- the retail price is down only 33%. I know, I know... the consumer part of you is outraged, as you think about your winter heating bill. But the investor side of you -- well that side should be pretty happy with that nice, fat profit margin. And don't forget we're only at the end of December, with at least two more months of Old Man Winter ahead. That puts Suburban in a good spot for now.

Finally, look at Suburban's dividends, "the main reason to own this stock." Its expected 2009 payout is $3.34 per share -- the aforementioned 10.7% yield. The company has had 10 consecutive increases in quarterly dividend payouts. With over $4M in cash flow expected next year, it will cover that payout handily. Its balance sheet looks great too: $4 per share and a $175M credit facility. All of that means that even in a worst-case scenario with its business falling apart, "it has the balance sheet to keep supporting it."
Cramer's Bottom Line: "You asked, I answered -- Suburban Propane Partners, with that 10.7% yield, is a buy, buy, buy!" Target price 55.00 a share.

8. Genentech ( DNA ) 82.91 a share as of 1/1/2009
Genentech, Inc. (Genentech) is a biotechnology company that discovers, develops, manufactures and commercializes pharmaceutical products to treat patients with unmet medical needs. It commercializes multiple biotechnology products and also receives royalties from companies that are licensed to market products based on the Company’s technology. Genentech commercializes various products in the United States, including Avastin, Rituxan, Herceptin, Lucentis, Xolair, Tarceva, Nutropin, Activase, TNKase, Cathflo Activase, Pulmozyme and Raptiva.11B in cash and accumulating. Flat for several years waiting for earnings to catch up to valuation. Great depth in mgmt, research. Best in class products.Safe harbor and a risky stock that can make u mad money. target price 100.00 a share.

9. DENTSPLY International ( XRAY ) 28.24 a share as of 1/1/2009
DENTSPLY International Inc. (DENTSPLY) is a designer, developer, manufacturer and marketer of a range of products for the dental market. The Company’s principal dental product categories are dental consumables, dental laboratory products and dental specialty products. Sales of DENTSPLY’s dental products accounted for approximately 97% of its net sales, excluding precious metal content, during the year ended December 31, 2007. The remaining 3% of consolidated sales are related to materials sold to the investment casting industry and various medical products. As of December 31, 2007, the Company conducted its business through four operating segments, all of which were primarily engaged in the design, manufacture and distribution of dental products in three principal categories: dental consumables, dental laboratory products and dental specialty products. DENTSPLY conducts its business in over 120 foreign countries, principally through its foreign subsidiaries.
Dentsply earnings can grow 10 % in 2009 . also they have $ 240 million in cash .There's a whole swath of boomers that are going to be needing dental work soon.It helps to have worked as a dental assistant. Dentsply products include xray holders that are easy on the mouth, protective aprons that are more comfortable, a new night guard that can be created in the office rather than cast and sent to a lab, dental tools that help sense hidden caries (cavities) in back molars, and even a toothpast that will help with tooth sensitivity. Most of these are the same kind of everyday, constant use dental products that will be constantly re-ordered by every dentist. The company is a good one with good reputation. This should be a Procter and Gamble of the dental community.Looks like a good company. I'm trying to get a few medical/pharmaceutical companies in antipication of the Obama election. Target price 48.00 a share .

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I hope u all like my top 9 for 09 , risky stock picks ! What are your thoughts ??

Thursday, December 25, 2008

Top Penny Stocks For 2009


1. Dayton Superior Corporation ( DSUP ) .57 A Share As Of 12/25/2008
Dayton Superior Corporation (Dayton Superior) offers specialized products consumed in non-residential, concrete construction markets. The Company’s products are used to help form, strengthen, move, stabilize, cure or color concrete. Dayton Superior’s products are generally imbedded in, or applied to, concrete and consumed during the construction process. Dayton Superior offers more than 18,000 catalogued products. Most of the Company’s products are sold under brand names, such as Dayton/Richmond, Aztec, Symons, BarLock, Jahn, Swift Lift, Steel-Ply, Dayton Superior, Conspec, Edoco, Dur-O-Wal and American Highway Technology. In addition, Dayton Superior sells a line of new and used forming and shoring systems, which may be combined to create solutions for a variety of customer-specific applications. The Company also rents a line of forming and shoring systems.Likely dead money for the next year, sales for last quarter flat on a year-to-year basis, but at current $.57 putting in CAPs as a long term contrarian play. Cement business will obviously be challenging in 2009, but company did announce a debt restoring that is expected to save .15-.20 cents per share - that should help put a floor in here near current price level once its understood by the market. Likely market outperforming for patient investors looking for LT cap gains. With money flowing in Washington in the beginning of 2009 , DSUP is a good play to make some Mad Money when the new president signs a new bill to reform the bridges and highways in the coming years . Target price is 2.25 a share !

2. Sirius ( SIRI ) .11 A Share As Of 12/12/2008
Sirius XM Radio Inc., formerly Sirius Satellite Radio Inc., is a satellite radio provider in the United States. The Company offers over 130 channels to its subscribers, 69 channels of 100% commercial-free music and 65 channels of sports, news, talk, entertainment, traffic, weather and data content. Its primary source of revenue is subscription fees, with most of its customers subscribing to SIRIUS on either an annual, semi-annual, quarterly or monthly basis. As of December 31, 2007, the Company had 8,321,785 subscribers. In addition, it derives revenue from activation fees, the sale of advertising on its non-music channels, and the direct sale of SIRIUS radios and accessories. Various brands of SIRIUS radios are Best Buy, Circuit City, Costco, Crutchfield, Sam’s Club, Target and Wal-Mart and through RadioShack. In July 2008, XM Satellite Radio Holdings Inc. and SIRIUS Satellite Radio Inc. completed their merger.The merger will have many issues in the near term but it opens the door to advertising, on radio and on a national scale. Look for the entire business model to change.satellite radio is not going anywhere. as a sales guy that drives 25k miles +, sat radio is a savior!Finally merged. 1-2 years of shaking out the details and aligning the management teams before this thing takes off. combining debts and leveraging assets with XM was the final selling point. satellite radio is not going away.Sirius XM Radio will now see higher gains over the longer term. It's in the public's hand's carry satellite radio into the horizon from here. I highly suggest investing fun money as a long term play. Stay long and enjoy the benefits, but beware a possible near term reverse split. Target price is 3.00 a share by 2010 !

3. Ruby Tuesday ( RT ) 1.57 A Share As Of 12/25/2008
Ruby Tuesday, Inc. (RT) owns and operates the Ruby Tuesday concept in the higher end of the bar and grill segment of casual dining. The Company also offer franchises for the Ruby Tuesday concept in domestic and international markets. During the fiscal year ended June 3, 2008 (fiscal 2008), the Company owned and operated 721 casual dining restaurants, located in 28 states and the District of Columbia. In fiscal 2008, the franchise partnerships operated 122 restaurants and traditional franchisees operated 48 domestic and 54 international restaurants. The restaurants offer simple, fresh American dining with a range of appetizers, handcrafted burgers, a garden bar, which offers up to 46 items, fresh chicken, steaks, crab cakes, salmon, tilapia, fork-tender ribs, and more. It also offer RubyTueGo curbside service at both Company-owned and franchised restaurants. In fiscal 2008, the Company completed the re-imaging of 655 Company-owned restaurants.The expansion was very good for the restaurant and they have struggled because they finished in time for the "credit crunch". However, I think that their balance sheet will turn around in the next few years to make them some great profits.Ruby's is way oversold and undervalued. Simple Fresh American fare at great prices, and exceptional service. The new stores are modern & attractive with tablecloths, and trendy furnishings. The new menu is great, and the salad bar is brimming with all of the things a health conscious person would salivate over. The menu includes all of the things customers have come to expect, and a host of other delights for the more sophisticated patron. This chain is stepping up from its peers like Chili's, Bennigans, and Applebee's...by providing a nicer dining experience at about the same cost. During these challenging economic times, expect RT to increase market share and margins. This time RT management has hit the bulls eye .RT will recover, they provide a variety of organic and natural foods as part of their dinners and salad bar that I think as the "Green" movement continues, more people are likely to go there and eat. Also, this is a dividend paying company and they are down near a 10 year low in price.with all the new money spent , wisely new menu and decor , two thumbs up ! great buy at this 52 week low , buy, buy, buy ! This is a long term play ! Target Price 15.00 by 2010 & 25.00 a share by 2011 !
4. Composite Technology ( CPTC ) .26 As Of 12/25/2008
These modern realities underscore the need for better, upgraded transmission and distribution lines both domestically and abroad. CTC's solutions address these problems. Through our advanced cable technology, our products can double the current carrying capacity and dramatically increase system reliability by reconductoring existing lines. For new construction, our higher strength cable can significantly lower costs by reducing the number of structures by as much as 16% or more. Composite Technology Corporation, an industry leader in composite technology, designs, manufacturers and markets a diversified line of products that solve many of the power industry problems today. Our products range from composite core utility cable to a wide range of composite structures for the utility, municipality and industrial markets.Composite Technology Corporation (CTC) provides energy products and renewable energy products to the electrical utility industry. It offers two primary products: electrical transmission cable conductors and wind turbines. Its conductors use composite materials that result in energy efficient conductors for electrical transmission systems. Its advanced wind turbines offer renewable energy alternative to greenhouse gas emitting energy sources, such as fossil fuel and coal. CTC operates through two segments: DeWind and CTC Cable. The Company’s primary products consist of its Aluminum Conductor Composite Core (ACCC) conductor sold under its CTC Cable segment (Cable) and its DeWind wind powered electricity generating turbines sold under its DeWind segment (Wind).Spec position.....but if the company delivers on 09' numbers then watch out!!! this stock will fly with thw wind!This is a green energy play. Target price .76 !

Friday, December 19, 2008

Happy Holiday"s Here is a Giftt , My Top ( Holiday )Stock Pick 2008/2009




(MDS) 8.05 a share 12/19/08 - Target Price 19.25 By 2009




Even through recession one thing people will always scrape to find money to pay for is car repair.
Midas, Inc. is a provider of automotive repair and maintenance services with over 2,550 shops globally. Midas retail shops, which are operated by the Company, its franchisees and licensees, offer an array of automotive repair and maintenance services. As of December 29, 2007, there were 1,711 North American Midas shops located in all 50 United States and nine Canadian provinces. Midas operates in a single business segment with retail, supply chain and real estate operations in support of automotive service shops. Retail operations consist of franchised and Company-operated shops in North America and licensed shops in 15 other countries. Supply chain activities include providing value-added merchandising services to franchisees, in which the Company establishes relationships with vendors who distribute products and equipment directly to Midas shops. Real estate activities include the development, ownership and leasing of Midas shops in North America.Midas is not a widely understood company by the average investor. I'm a franchisee, and I have more insight than most. Midas Auto Service Experts is what we knew as Midas Muffler from 1956 to 1997. When it went public on the NY, it flew , then faultered. The CEO was a disaster: But when Alan Feldman ( Ex McDonald's President) took over in 02 lots of things changed. The company unloaded all of it's high capitilized baggage such as manufacturing, and is now postured to focus on the consumer again. the ratio of service bays to vehicles is down up to 242 vehicles for every service bay in America from 190 vehicles per bay in 1997 . Midas has two stronf alliance partners in AutoZone , and Firestone Brigestone . Midas has NO alliance with Cooper tires as I have read here in the past. 13% of stock is held by insiders, and the PE ratio is now 37 . In 03 it had no earnings. Keeley Sm. Cap Value fund owns 5.7 % as of Dec 06. Since 2005 Midas has gone from a <600m> Cash Flow to a + 100M . Net income went from $600.000.00 to $2.4M in 24 months- That's not impressive until you learn that it was flirting with Chapter 11 in early 02 , when the board made significant changes. 52 week range is 7-20. I predict this company is ready for some growth , while nobody is buying new cars anytime soon , we need to keep repairing our older cars and Midas has the Midas touch to do so in the up comong year in 2009 !

Tuesday, December 16, 2008

Long Term Stock Picks 2009 From our Madmoney Fund Members


I like MLPs, REITs & junk bond closed end funds, but not limited to 2009. They have astronomical yields, around 1500 basis points (even more for junk bond funds) above the 10 year Treasury. They don't deserve such treatment. Even if there are dividend cuts, at these levels high yields should prove rewarding over the long term. A reevaluation of dividends at a future date (requiring lower yields) would bring capital gains as a bonus.