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Showing posts with label ford. Show all posts
Showing posts with label ford. Show all posts

Wednesday, July 24, 2013

$F #ford - Ford Motor Co. reported better-than-expected earnings second-quarter profit higher ?



Ford Motor Company (Ford) operates in the global automotive industry. Ford operates in two sectors: Automotive and Financial Services. The Company manufactures or distributes automobiles across six continents.Its shares rose 3 percent in premarket trading Wednesday.

Ford earned $1.23 billion in the April-June period, up 18.5 percent from a year ago.

Ford's results were propelled by a $2.3 billion profit in North America, a second-quarter record for that region. Pickup truck sales are booming in the U.S., where construction companies and other businesses are rapidly replacing the fleets they held onto during the recession. Sales of Ford's F-Series pickup truck — which has long been the best-selling vehicle in the U.S. — jumped 26 percent in the second quarter, or more than three times the average industry increase.

Ford's total U.S. sales rose 15 percent during the quarter, according to Kelley Blue Book.

Ford also reported a best-ever profit of $177 million in Asia. Ford's sales jumped 47 percent in China the first six months of this year, compared with total industry sales growth of 17 percent, as the company introduced new vehicles like the EcoSport and Kuga SUVs.


Its automotive brands include Ford and Lincoln. The Company's Automotive sector includes Ford North America, Ford South America, Ford Europe, and Ford Asia Pacific Africa regions. During the year ended December 31, 2012, the Company sold approximately 5,668,000 vehicles at wholesale worldwide. Other Financial Services includes a range of businesses, including holding companies and real estate. The Company and its subsidiaries are also engaged in other businesses, including financing vehicles. Ford provides financial services through Ford Motor Credit Company. The No. 2 U.S. automaker reported pretax second-quarter profit of 45 cents per share. Analysts, on average, expected 37 cents per share, according to Thomson Reuters I/B/E/S.

The stock rose 3.1 percent to $17.47 in premarket trading.

Second-quarter revenue rose 15 percent to $38.1 billion.

Global vehicle prices, excluding the impact of incentives, rose $1 billion in the quarter. Prices increased in every region except Europe, where an economic downturn sent sales to 20-year lows in the first half.

The automaker reported a pretax profit of $2.3 billion in North America, its largest market and main source of profits. Truck sales were on a tear in the first half, which helped boost profits.

Outside North America, Ford also improved.

"I think we're at the beginning of the phase where over the next several years you'll start to see the operations outside North America take on more and more significance," Chief Financial Officer Bob Shanks told reporters in Dearborn, Michigan. "You're starting to see what's possible."
I was a buyer @ 6 a share and still a buyer @ 16 a share , Buy , Buy , Buy !!!!!!!!!!!!

Sunday, February 12, 2012

February's Top stock to buy - Ford ( F )

FORD ( F ) is a value stock.Ford Motor Company (Ford) is a producer of cars and trucks. Ford and its subsidiaries are also engaged in other businesses, including financing vehicles. It operates under two segments: Automotive and Financial Services. Automotive segment includes the operations of Ford North America, Ford South America, Ford Europe and Ford Asia Pacific Africa.Only US automaker that didn't get bailed out. Great brand, modernized products. Seems to get it ?American company has transformed itself from a wrecked has-been to a focused, disciplined, and profitable leader of the global auto business.PEG of .7, $20 billion in cash, and a powerful brand name with several products that thrive as fleet vehicles, like the Crown Vic in the past and the Transit van for NYC's new taxis.The actions that the company leadership has taken over the past several years have set them up well for continued growth over the next several years. With the stock fluctuating between $10-12 a share, recently this looks like a solid time to buy into this company; as additional analysts begin paying attention to the stock over the next several months look for it to rebound to my target share price of 18.00 a share by year end 2012.Ford is well positioned and widley bought for fleet use in the US.Ford's ace CFO, Lewis Booth, announced his retirement on Thursday, as did Global Product Development Chief Derrick Kuzak. That's the guy who brought Ford's balance sheet under control and the guy who drove the "One Ford" product strategy that turned the company around -- gone ! Ford's trading at about 7.7 times earnings. Even with Ford's ongoing challenges .A hybrid version of its popular Fusion sedan has been a steady seller, and a plug-in version is coming year in 2012.That long list doesn't mean Ford has no challenges ahead. Overseas operations, particularly in Europe (but also in Brazil) will continue to weigh on earnings for some time -- though Ford is making progress with most.With the Recession ending sometime soon (hopefully) people that were scrimping and saving during the Recession will have more money to spend on luxuries like new cars. Ford didn't take the government bailout and because of that, still has a good reputation and more credibiltiy than it's direct competitors .Ford Has established itself as the top of the line truck brand and is still cheap in terms of price to earnings.With Ford Strong cash position, diversified international assets, & on the rise in an industry waiting to pop as people look to replace aging cars as the economy gradually improves.  Only concern is europe but either way in the long run this stock will outperform the s&p since both will be dragged down by the Euro if it does collapse.This company has turned a corner. undervalued stock below 12.00 a share.USA should be Proud of Ford and all it's done to prove itself. Short at your own risk.I am a believer in American history and proud of this car manufacturer.Thanks for giving me confidence in the American spirit again. Go Ford & Buy ( F ) Stock this month!

Friday, December 23, 2011

Best 2012 hot stocks to buy ? NFLX,F,RIMM,AAPL,UAL,NFLX,DAL,GRPN,GCI,S,BAC

1. Ford


The No. 2 U.S. automaker's stock is down almost 50% this year, from $18.97 to $10.24. That's despite the fact that its revenue and American vehicle sales continue to rise. The U.S. car and light truck market recovered substantially this year and may be up as much as 15% from 2010. There is a great deal of evidence to suggest that as the consumer sentiment recovery proceeds and interest rates remain low, buyers will re-enter the car market. Yet Ford (F) shares have been caught in the downdraft created by fears of a possible second recession. The chances of that, however, continue to recede.

In addition, Ford has particular strength in the SUV and light truck sector, which is where a great deal of the sales growth in the U.S. has come from. It has the best selling pickups in the U.S. -- the F-series -- and the Explorer SUV. Ford is also strong in the rapidly growing markets of Latin America and Asia.

The final factor in Ford's favor is that the average car owned by American households is now 5 years old. That's well above the historic average, and many analysts think this huge pool of aged cars will soon start being replaced.

2. Research In Motion


RIM (RIMM) is on most analysts' lists of takeover targets. Its recent problems, including slow subscription sales, the lackluster reception of its Playbook tablet, and late product launches, have pushed the stock to a seven-year low. It's troubles are so severe that some analysts think RIM is no longer a valuable acquisition. That's not true. RIM's remaining strengths are great, and in some ways, unique.

First, the company has 75 million subscribers, a large portion of them are overseas in places that Apple (AAPL) has been slow to build its iPhone distribution, particularly in China.

Next, RIM has an operating system that has not been drawn into the large number of patent lawsuits that Apple, Samsung, and the Google (GOOG) Android based smartphones are embroiled in. By avoiding IP disputes, RIM can watch from the sidelines court battles that could cost the losers billion of dollars.

RIM's share price is $13, compared to a 52-week high of $70. It trades at an extraordinarily low of 0.35 times total sales. That makes it a fine target for several companies that will want to hedge their bets in the smartphone market -- among them Microsoft (MSFT), HTC, and Samsung -- the No.2 handset company in the world. The media has recently reported that Microsoft and Nokia (NOK) have considered a joint bid for RIM. Apparently, Amazon (AMZN) has as well. Any consideration these companies make a definite offer is likely only in early stages, if an official offer is to be made at all. These rumors have pushed RIM share up 10%.

3. Netflix


Netflix (NFLX) is also on a number of takeover lists, as it should be. The stock has dropped from $305 to $69 in a year. Wall Street is worried about Netflix's profitability because of its slow subscriber growth and high programming costs. But Netflix is viewed by many analysts who follow the content and content delivery industry as a de facto cable company: It has over 20 million subscribers; it has content deals to syndicate TV shows and movies from most of the major media companies; and it has a current annual sales run rate of over $3 billion and net income last quarter of $62 million. Shareholders who have abandoned the company think it may have a net loss next year. But Netflix has a strong balance sheet with $350 million in cash.

The most likely buyer of Netflix is one of the two satellite TV companies -- Dish Network (DISH) or DirecTV (DTV). AT&T (T) and Verizon (VZ) may also make offers as a way to bolster their fiber-to-the home products. Both the two big telecoms and satellite companies lack weapons for their battles with the cable companies. Netflix's huge content delivery system and its content licenses could change that

4. United Continental Holdings


The parent of these recently merged companies now operates the largest airline in the U.S. Fears of high oil prices and a new recession drove shares from nearly $30 last November to under $16 recently. The airline has three critical factors in its favor. The first is that it's still in the early stages of slicing out the labor, reservation system, and route redundancies left from the merger. If Northwest's marriage with Delta (DAL) is any guide, United Continental (UAL) will save tens of millions of dollars in costs per year. This will substantially improve operating margins and thus EPS.

The second factor is that the oil prices rally is over. A jet fuel cost increase of 20% or 30% from current levels is no longer a strong possibility. Finally, the AMR Chapter 11 should be a windfall for United Continental. The bankruptcy of a major carrier allows it to unload planes and cut routes. This lowers passenger capacity for the entire industry. And lower capacity means all carriers have a chance to raise ticket prices

is $13, compared to a 52-week high of $70. It trades at an extraordinarily low of 0.35 times total sales. That makes it a fine target for several companies that will want to hedge their bets in the smartphone market -- among them Microsoft (MSFT), HTC, and Samsung -- the No.2 handset company in the world. The media has recently reported that Microsoft and Nokia (NOK) have considered a joint bid for RIM. Apparently, Amazon (AMZN) has as well. Any consideration these companies make a definite offer is likely only in early stages, if an official offer is to be made at all. These rumors have pushed RIM share up 10%.
  • 3. Netflix

    Netflix (NFLX) is also on a number of takeover lists, as it should be. The stock has dropped from $305 to $69 in a year. Wall Street is worried about Netflix's profitability because of its slow subscriber growth and high programming costs. But Netflix is viewed by many analysts who follow the content and content delivery industry as a de facto cable company: It has over 20 million subscribers; it has content deals to syndicate TV shows and movies from most of the major media companies; and it has a current annual sales run rate of over $3 billion and net income last quarter of $62 million. Shareholders who have abandoned the company think it may have a net loss next year. But Netflix has a strong balance sheet with $350 million in cash.

    The most likely buyer of Netflix is one of the two satellite TV companies -- Dish Network (DISH) or DirecTV (DTV). AT&T (T) and Verizon (VZ) may also make offers as a way to bolster their fiber-to-the home products. Both the two big telecoms and satellite companies lack weapons for their battles with the cable companies. Netflix's huge content delivery system and its content licenses could change that.

  • 4. United Continental Holdings

    The parent of these recently merged companies now operates the largest airline in the U.S. Fears of high oil prices and a new recession drove shares from nearly $30 last November to under $16 recently. The airline has three critical factors in its favor. The first is that it's still in the early stages of slicing out the labor, reservation system, and route redundancies left from the merger. If Northwest's marriage with Delta (DAL) is any guide, United Continental (UAL) will save tens of millions of dollars in costs per year. This will substantially improve operating margins and thus EPS.

    The second factor is that the oil prices rally is over. A jet fuel cost increase of 20% or 30% from current levels is no longer a strong possibility. Finally, the AMR Chapter 11 should be a windfall for United Continental. The bankruptcy of a major carrier allows it to unload planes and cut routes. This lowers passenger capacity for the entire industry. And lower capacity means all carriers have a chance to raise ticket prices.

  • 5. Groupon

    The argument that the Groupon (GRPN) phenomenon will turn out to have been a fad has driven its shares from an IPO price of $20 and a recent high of $31.14 back down to $22. But recent analysts calls on the company include three "buys" from Barrington Research, Hudson Square Research, and the Benchmark Company. Groupon's CEO recently wrote that "We sold over 650,000 Grouponicus deals between Black Friday and Cyber Monday -- an increase of over 500% from last year." The news caused the stock to rally more than 30% in two days.

    The major concern about Groupon is that it will be flanked by direct competitor LivingSocial, or online coupon deals from large retailers such as Walmart (WMT). But that has not happened yet, and if there was ever a time for these companies to make a large push, it would have been during the holiday season. Groupon also has an important advantage in the e-commerce world. Like Amazon.com, it was the first significant company to enter its market and still holds a large lead over its rivals. In the stock market, first place usually means a premium price

  • 6. Gannett

    Gannett (GCI) trades for $13 now, but several newspaper analysts recently told Barron's they expect shares of the nation's largest newspaper chain to move to $16. These analysts also forecast Gannett will double its dividend. That prediction is probably too conservative. Consensus estimates are that EPS will increase next year to $2.18 from $2.12 this year. That is an impressive gain for a company in a dying industry.

    One of the things about Gannett that is rarely mentioned is that its online properties had 43.6 million unique visitors in October. That is more than Twitter or LinkedIn. Yet Gannett has a market cap of $3 billion, while LinkedIn's is $6.4 billion, and Twitter was recently given a valuation of $7 billion. It is also lost on many investors that Gannett is a huge and profitable corporation that continues to cut costs and pick up revenue online. Last year, Gannett had total sales of $5.4 billion and net income of $622 million. Gannett has a proven track record. New Web 2.0 companies can't say the same, despite their high market valuations

    7. Sprint-Nextel


    The No. 3 cellular carrier will not be independent a year from now -- it has too much debt and too little traction as it tries to add subscribers in a saturated U.S. market that's dominated by AT&T and Verizon Wireless. However, Sprint (S) has several assets a larger company would find attractive. The first is its 50 million subscribers. The second is its 4G WiMax network. The company is also building a second 4G LTE network. To duplicate these assets would take billions of dollars. Korea-based SK Telecom approached Sprint about a buyout three years ago. Sprint's cash and debt position was better then, and the U.S. company was able to turn down the offer. And SK is only one of several large overseas telcos that would like to have a position in the world's second-largest cellular market.

    Now that the T-Mobile buyout deal with AT&T has failed, parent Deutsche Telekom (DT) can use the AT&T $4 billion breakup fee to rebuild its presence in the U.S. But Deutsche Telekom knows that its No. 4 spot in the U.S. is not a viable position. But combine T-Mobile's 35 million subscribers with Sprint's 50 million, and it would have a number close to AT&T's total.

    And it's a good time to buy: Sprint's shares have fallen from a 52-week high of $6.45 to $2.25, dropping its

    8. Bank of America


    The most troubled large bank in the U.S. has been on several lists of stocks that could double in 2012. That seems improbable ... until one carefully reviews the premises. B of A (BAC) has three severe problems. The first is that it is in too many low-margin businesses. Some of these are related to consumer banking and others to its large presence in the mortgage business. But the bank has announced 30,000 layoffs, and, as it looks for more inefficiencies, that number will grow.

    The financial firm's second problem is that its large pool of mortgages has lost a great deal of its value. Still, much of that value has been written down already. Any recovery in the housing market will help the bank rebuild its balance sheet as these home loan assets appreciate. The third problem is that Bank of America is in litigation, or is about to be, with several states over how Countrywide Financial, which it purchased, packaged mortgage securities and sold them to other institutions. All of the other large U.S. banks are involved in similar suits. Once this litigation is settled, a large overhang that has pressed down on its stock will disappear.

    Finally, lost in the conversation about Bank of America's share price is that the consensus estimates for EPS next year is $0.97 up from $0.02 this year. The smart money on Wall Street sees a huge recovery in earnings. B of A trades at $5.05, down from a 52-week high of $15.

    Monday, July 4, 2011

    Ford Motor Company (NYSE:F) has good earnings for 2011 ?

    Ford Motor Company (NYSE:F) India has announced 100,000 Figo sales.






    Ford Motor Company (NYSE:F) Announces Sales Figures

    Ford Motor Co.

    14.02 +0.23 (+1.67%)



    Intraday


    3 Month


    6 Month


    1 Year





    Quotes delayed at least 20 mins.

    In a great achievement in the history of the Indian unit of Ford Motor Company (NYSE:F), the company announced that it has reached the milestone of 100,000 sales for the recently released Figo, the company’s hatchback. The company said that it will celebrate the achievement with a Pan-India drive.Apple iPhone 3G 8GB - Black - Unlocked



    Nigel Wark, executive director, Marketing, Sales and Service, Ford Motor Company (NYSE:F) India, said that, “We are proud to have attracted 100,000 Figo customers in just 15 months. Through our 100-day road show, the Ford Figo ‘Bharat Yatra’, we will introduce the vehicle to even more Indian drivers, enabling them to see, first hand, what the buzz is all about”.

    While all of the news surrounding June auto sales will not be known for another day, Ford (NYSE:F) has gotten the ball rolling with some positive results. The company announced sales of 194,114 units, up 14% from last year, and above the 192,000 sold last month. For Ford it would appear that the sales slump came to an end in May. The company recently gave indication that sales in the second half of the year will increase, which bodes well for Sirius XM Satellite Radio (NASDAQ:SIRI).




    One thing that satellite radio investors always need to be sensitive to is the news cycle of the auto manufacturing channel. With close ties to the auto industry, Sirius XM will always be impacted by the news releases about car sales and production. By example, while the headlines for Ford are good, the headline for Honda is a warning that they expect to sell 36% less cars this summer when compared to last year.



    Position – Long Sirius XM Radio, Long Ford , long jmba, long cmg , long jsda





    Ford Motor Company (NYSE:F) stocks are currently standing at 14.02

    Top 2nd half stock picks to buy in 2011

    •Baidu (BIDU): The Chinese equivalent of Google (GOOG) owns 75% of the market in China.


    •Gol Linhas (GOL): This airline should fly high on the rise of the Brazilian middle class, as well as upcoming soccer and Olympics events in the country.

    •Freeport McMoRan (FCX): For a commodity play, it's hard to find better than the largest publicly traded copper miner in the world.

    •Johnson Controls (JCI): This is a U.S. company with good exposure to China, since it makes auto interiors for manufacturers there. The auto industry was beaten down this year, but Johnson Controls is a good way to capture the chance it will ramp back up.

    •Banco Bilbao Vizcaya (BBVA): Again, the strategy here is to jump in as the stock bounces back. This bank is making a big play for more share of the Spanish market.





    When asked about his take on General Motors (GM) and Ford (F), Jubak said both automakers are on the upswing, with GM specifically one of the best-positioned to sell more cars in China. But a better way to profit from the recovery in the auto industry is at the supply level, with stocks such as Johnson Controls, he The Lord of the Rings: The Motion Picture Trilogy (Extended Edition + Digital Copy) [Blu-ray]added.
    TOP 10 PICK STOCKSSYMBOL COMPANY NAME OVERALL


    RATING CORE

    RATING PRICE MARKET CAP

    MARKET PREFS SECTOR

    MARKET PREFS GROWTH VS. VALUE

    MARKET PREFS

    CA CA INC 10 10 23.17 Neutral Neutral Neutral

    CMCSA COMCAST CORP NEW 10 10 25.73 Neutral Neutral Neutral

    COP CONOCOPHILLIPS 10 10 75.88 Neutral Neutral Neutral

    CSX CSX CORP 10 10 26.81 Neutral Neutral Neutral

    DFS DISCOVER FINANCIAL SERVICES 10 10 26.55 Neutral Neutral Neutral

    GG GOLDCORP INC NEW 10 10 47.43 Neutral Neutral Neutral

    GGP GENERAL GROWTH PROPERTIES INC NEW 10 10 16.72 Neutral Neutral Neutral

    INTC INTEL CORP 10 10 22.53 Neutral Neutral Neutral
    True Grit (Blu-ray/DVD Combo + Digital Copy)

    IPG INTERPUBLIC GROUP OF COS INC 10 10 12.71 Neutral Neutral Neutral

    ORCL ORACLE CORP NEW 10 10 33.05 Neutral Neutral Neutral

    data provided by Gradient Analytics










    Boeing (BA) would be on Jubak's list for all of 2011, but he said the stock has already appreciated in the first half of the year. It may continue to appreciate through the end of 2011, but a better strategy would be to look at suppliers, such as Precision Castparts (PCP).


    <a href="http://money.msn.com/money-video?vid=abe4fca9-3b49-2f20-03a7-0fae637dcca8" s="" target="_new" title="Jubak" top="">Video: Jubak's top 5 stock picks for the rest of 2011</a>

    The Motley Fool's Money After 40: Building Wealth for a Better Life
    No. Symbol Company name Overall rating Core rating Last Change %Change Volume Market cap. P/E Dividend Dividend yield 6 mo expected return Market cap. market prefs Sector market prefs Growth/value market prefs Fundamental grade Valuation grade Technical grade Ownership grade


    1 ASFI Asta Funding Inc 8 10 8.13 -0.26 -3.10% 41,687 118.98 Mil 36.80 0.08 0.98% 11.98% Neutral Neutral Neutral A C A C

    2 BIDU Baidu Inc 8 10 143.35 3.22 2.29% 7.25 Mil 50.00 Bil 78.70 0.00 0.00% 11.98% Neutral Neutral Neutral A A A C

    3 CBB Cincinnati Bell Inc 8 10 3.29 -0.03 -0.90% 1.09 Mil 654.01 Mil 51.90 0.00 0.00% 11.98% Neutral Out of favor Neutral B B A C

    4 CNO Cno Financial Group Inc 8 10 8.04 0.13 1.64% 2.63 Mil 2.02 Bil 7.70 0.00 0.00% 11.98% Neutral Neutral Neutral A B B

    5 DMRC Digimarc Corp 8 10 36.01 0.98 2.80% 49,495 250.77 Mil 251.00 0.00 0.00% 11.98% Neutral Neutral Neutral C A A C

    6 EFSC Enterprise Financial Services Corp 8 10 13.43 -0.10 -0.74% 28,710 232.76 Mil 12.30 0.21 1.56% 11.98% Neutral Neutral Neutral B A B C

    7 ESIO Electro Scientific Industries Inc 8 10 19.24 -0.06 -0.31% 296,889 548.37 Mil 71.20 0.00 0.00% 11.98% Neutral Neutral Neutral A C A C

    8 EXPE Expedia Inc 8 10 29.54 0.55 1.90% 2.27 Mil 8.08 Bil 20.40 0.28 0.95% 11.98% Neutral Neutral Neutral B A B C

    9 FMCN Focus Media Holding Ltd 8 10 31.80 0.70 2.25% 2.06 Mil 4.25 Bil 36.90 0.00 0.00% 11.98% Neutral Neutral Neutral A B B C

    10 FPIC FPIC Insurance Group Inc 8 10 41.67 -0.01 -0.02% 28,107 345.00 Mil 13.80 0.00 0.00% 11.98% Neutral Neutral Neutral A B A C

    11 FSCI Fisher Communications Inc 8 10 29.98 0.16 0.54% 27,816 264.54 Mil 26.20 0.00 0.00% 11.98% Neutral Neutral Neutral A B B C

    12 IMMR Immersion Corp 8 10 8.51 -0.02 -0.23% 329,027 242.77 Mil 0.00 0.00 0.00% 11.98% Neutral Neutral Neutral A A C

    13 IPI Intrepid Potash Inc 8 10 32.47 -0.03 -0.09% 583,497 2.44 Bil 39.60 0.00 0.00% 11.98% Neutral Neutral Neutral B B A C

    14 IXYS IXYS Corp 8 10 15.04 0.06 0.40% 92,246 474.01 Mil 13.20 0.00 0.00% 11.98% Neutral Neutral Neutral B B A C

    15 LVB Steinway Musical Instruments Inc 8 10 25.62 -0.07 -0.27% 20,053 311.40 Mil 46.60 0.00 0.00% 11.98% Neutral Neutral Neutral A C A C

    16 NOK Nokia ADR representing one Ord Shs Series A 8 10 6.42 0.00 0.00% 24.80 Mil 24.17 Bil 8.90 0.57 8.90% 11.98% Neutral Neutral Neutral B B A C

    17 OMG OM Group Inc 8 10 40.85 0.21 0.52% 212,019 1.27 Bil 13.70 0.00 0.00% 11.98% Neutral Neutral Neutral A A B

    18 PIR Pier 1 Imports Inc 8 10 12.17 0.60 5.19% 2.65 Mil 1.45 Bil 13.50 0.00 0.00% 11.98% Neutral Neutral Neutral A A B

    19 PNK Pinnacle Entertainment Inc 8 10 14.99 0.09 0.60% 457,814 928.16 Mil 0.00 0.00 0.00% 11.98% Neutral Neutral Neutral A C A C

    20 RAVN Raven Industries Inc 8 10 56.81 1.10 1.97% 49,796 1.03 Bil 23.80 0.72 1.27% 11.98% Neutral Neutral Neutral A C A C

    21 ROC Rockwood Holdings Inc 8 10 56.47 1.18 2.13% 670,007 4.31 Bil 17.80 0.00 0.00% 11.98% Neutral Neutral Neutral A A A D

    22 RTI RTI International Metals Inc (Holding Co) 8 10 38.38 0.01 0.03% 448,727 1.16 Bil 0.00 0.00 0.00% 11.98% Neutral Neutral Neutral A A

    23 SAAS inContact Inc 8 10 4.87 0.12 2.53% 190,869 174.39 Mil 0.00 0.00 0.00% 11.98% Neutral Neutral Neutral B B A

    24 SED SED International Holdings Inc 8 10 5.10 0.00 0.00% 460 24.97 Mil 7.60 0.00 0.00% 11.98% Out of favor Neutral N/A B A B

    25 SMP Standard Motor Products Inc 8 10 15.63 0.40 2.63% 202,189 357.14 Mil 12.30 0.28 1.79% 11.98% Neutral Neutral Neutral A A A C

    26 SPA Sparton Corp 8 10 10.09 -0.13 -1.27% 105,366 103.29 Mil 10.10 0.00 0.00% 11.98% Out of favor Neutral Neutral A B B

    27 SPPI Spectrum Pharmaceuticals Incorporated 8 10 9.39 0.13 1.35% 1.11 Mil 488.67 Mil 334.00 0.00 0.00% 11.98% Neutral Neutral Neutral A A A C

    28 SRSL SRS Labs Inc 8 10 9.86 0.27 2.78% 64,956 146.94 Mil 86.10 0.00 0.00% 11.98% Neutral Neutral Neutral A C A C

    29 SYKE Sykes Enterprises Inc 8 10 21.63 0.10 0.46% 206,109 1.02 Bil 25.70 0.00 0.00% 11.98% Neutral Neutral Neutral A C A

    30 TIBX TIBCO Software Inc 8 10 29.42 0.40 1.38% 1.90 Mil 4.88 Bil 55.40 0.00 0.00% 11.98% Neutral Neutral Neutral B B A C

    31 TNH Terra Nitrogen Co LP 8 10 134.48 -3.03 -2.20% 86,479 2.49 Bil 13.70 9.96 7.41% 11.98% Neutral Neutral Neutral B A A C

    32 VPFG ViewPoint Financial Group Inc 8 10 13.94 0.14 1.01% 165,746 485.66 Mil 19.60 0.20 1.43% 11.98% Neutral Neutral Neutral B B A A

    33 VRTS Virtus Investment Partners Inc 8 10 63.87 3.17 5.22% 51,626 398.55 Mil 54.20 0.00 0.00% 11.98% Neutral Neutral Neutral A C A C

    34 WTBA West BanCorp Inc 8 10 8.78 -0.03 -0.34% 29,069 152.81 Mil 12.40 0.20 2.28% 11.98% Neutral Neutral Neutral A C A C

    35 AI Arlington Asset Investment Corp 8 9 31.48 0.09 0.29% 51,194 240.85 Mil 5.90 3.50 11.12% 10.87% Neutral Neutral Neutral A C B C

    36 AIXG Aixtron ADR Representing 1 Ord Shs 8 9 35.32 1.20 3.52% 216,485 3.56 Bil 13.10 0.84 2.37% 10.87% Neutral Neutral Neutral C A B

    37 AMKR Amkor Technology Inc 8 9 6.22 0.05 0.81% 2.89 Mil 1.23 Bil 7.30 0.00 0.00% 10.87% Neutral Neutral Neutral B A C

    38 BPFH Boston Private Financial Holdings Incorporated 8 9 6.65 0.07 1.06% 356,749 512.04 Mil 0.00 0.04 0.60% 10.87% Neutral Neutral Neutral A B D A

    39 CBOU Caribou Coffee Co Inc 8 9 13.66 0.42 3.17% 679,095 280.90 Mil 8.70 0.00 0.00% 10.87% Neutral Neutral Neutral A B C C

    40 CCOI Cogent Communications Group Inc 8 9 17.05 0.04 0.23% 325,582 783.80 Mil 805.40 0.00 0.00% 10.87% Neutral Neutral Neutral A B A D

    41 CEPH Cephalon Inc 8 9 80.18 0.28 0.35% 1.07 Mil 6.11 Bil 12.20 0.00 0.00% 10.87% Neutral Neutral Neutral A A C C

    42 CMG Chipotle Mexican Grill Inc 8 9 315.72 7.53 2.44% 827,001 9.82 Bil 53.40 0.00 0.00% 10.87% Neutral Neutral Neutral A B A D

    43 CYMI Cymer Incorporated 8 9 51.18 1.67 3.37% 198,039 1.56 Bil 14.90 0.00 0.00% 10.87% Neutral Neutral Neutral A B C

    44 DXPE DXP Enterprises Inc 8 9 26.05 0.70 2.76% 44,207 367.44 Mil 17.60 0.00 0.00% 10.87% Neutral Neutral Neutral A C C A

    45 EQIX Equinix Inc 8 9 101.90 0.88 0.87% 720,175 4.77 Bil 100.60 0.00 0.00% 10.87% Neutral Neutral Neutral A C B C

    46 EXPR E Express Inc 8 9 21.97 0.17 0.78% 998,219 1.95 Bil 14.80 0.00 0.00% 10.87% Neutral Neutral Neutral A C B C

    47 FLL Full House Resorts Inc 8 9 3.28 0.13 4.13% 163,728 59.08 Mil 8.10 0.00 0.00% 10.87% Out of favor Neutral Neutral D A A

    48 GMK Gruma ADR Reptg Four Series B Ord Shs 8 9 8.55 0.31 3.76% 19,875 1.20 Bil 26.00 0.00 0.00% 10.87% Neutral Neutral Neutral C A B

    49 GTI Graftech International Ltd 8 9 21.01 0.74 3.65% 1.15 Mil 3.05 Bil 16.00 0.00 0.00% 10.87% Neutral Neutral Neutral B A C C

    50 ING ING Groep ADR Rep 1 Ord Shs

    No. Symbol Company name Overall rating Core rating Last Change %Change Volume Market cap. P/E Dividend Dividend yield 6 mo expected return Market cap. market prefs Sector market prefs Growth/value market prefs Fundamental grade Valuation grade Technical grade Ownership grade


    51 JOYG Joy Global Inc 8 9 97.14 1.90 1.99% 1.98 Mil 10.20 Bil 19.40 0.70 0.72% 10.87% Neutral Neutral Neutral B A A D

    52 LABL Multi Color Corp 8 9 25.14 0.45 1.82% 37,151 335.22 Mil 17.70 0.20 0.80% 10.87% Neutral Neutral Neutral A D A C

    53 LGND Ligand Pharmaceuticals Inc 8 9 11.95 0.00 0.00% 124,411 234.68 Mil 0.00 0.00 0.00% 10.87% Neutral Neutral Neutral C A B C

    54 LUFK Lufkin Industries Inc 8 9 86.93 0.88 1.02% 197,450 2.65 Bil 52.90 0.50 0.58% 10.87% Neutral Neutral Neutral B B B C

    55 MKSI MKS Instruments Inc 8 9 26.90 0.48 1.82% 254,553 1.41 Bil 9.70 0.60 2.23% 10.87% Neutral Neutral Neutral B A C

    56 MLHR Herman Miller Inc 8 9 27.57 0.35 1.29% 588,688 1.60 Bil 25.90 0.09 0.32% 10.87% Neutral Neutral Neutral A C B

    57 NSSC Napco Security Technologies Inc 8 9 2.91 -0.06 -2.02% 6,218 55.57 Mil 0.00 0.00 0.00% 10.87% Out of favor Neutral Neutral B C A

    58 NSTC Ness Technologies Inc 8 9 7.61 0.04 0.53% 3.55 Mil 290.27 Mil 34.90 0.00 0.00% 10.87% Neutral Neutral Neutral B C A C

    59 OYOG OYO Geospace Corp 8 9 101.24 1.24 1.24% 44,071 633.45 Mil 23.40 0.00 0.00% 10.87% Neutral Neutral Neutral A C B C

    60 PAAS Pan American Silver Corp 8 9 30.30 -0.59 -1.91% 707,599 3.32 Bil 17.90 0.10 0.33% 10.87% Neutral Neutral Neutral B A C C

    61 PCCC PC Connection, Inc 8 9 8.43 0.15 1.81% 66,446 226.72 Mil 9.10 0.00 0.00% 10.87% Neutral Neutral Neutral A B C C

    62 PLCM Polycom Inc 8 9 64.70 0.40 0.62% 899,693 5.71 Bil 59.50 0.00 0.00% 10.87% Neutral Neutral Neutral A B A D

    63 RF Regions Financial Corp 8 9 6.30 0.10 1.61% 12.58 Mil 7.92 Bil 0.00 0.04 0.63% 10.87% Neutral Neutral Neutral A C B C

    64 RGR Sturm Ruger & Co Inc 8 9 22.14 0.19 0.87% 103,830 417.80 Mil 15.30 0.33 1.47% 10.87% Neutral Neutral Neutral B C A C

    65 SCR Simcere Pharmaceutical Group 8 9 10.09 0.32 3.28% 76,917 543.81 Mil 20.10 0.00 0.00% 10.87% Neutral Neutral Neutral B C A C

    66 SEAC SeaChange International Inc 8 9 10.84 0.06 0.56% 109,229 348.31 Mil 39.80 0.00 0.00% 10.87% Neutral Neutral Neutral A C B C

    67 SM SM Energy Co 8 9 73.82 0.34 0.46% 880,957 4.70 Bil 92.40 0.10 0.14% 10.87% Neutral Neutral Neutral C B A

    68 STBC State Bancorp Inc 8 9 13.57 0.23 1.72% 152,812 230.21 Mil 23.70 0.20 1.47% 10.87% Neutral Neutral Neutral A D A C

    69 TAL Tal International Group Inc 8 9 35.27 0.74 2.14% 328,510 1.18 Bil 12.90 2.00 5.67% 10.87% Neutral Neutral Neutral C A B

    70 TIE Titanium Metals Corp 8 9 18.46 0.14 0.76% 1.60 Mil 3.33 Bil 35.90 0.30 1.63% 10.87% Neutral Neutral Neutral B B C A

    71 TNS Tns Incorporated 8 9 16.73 0.13 0.78% 74,901 426.03 Mil 55.90 0.00 0.00% 10.87% Neutral Neutral Neutral A C B C

    72 UHAL AMERCO 8 9 96.79 0.64 0.67% 36,212 1.90 Bil 11.00 0.00 0.00% 10.87% Neutral Neutral Neutral B A C B

    73 USMO Usa Mobility Inc 8 9 15.44 0.18 1.18% 162,056 341.24 Mil 3.10 1.00 6.48% 10.87% Neutral Out of favor Neutral C A C A

    74 WBSN Websense Inc 8 9 26.22 0.25 0.96% 412,722 1.05 Bil 42.70 0.00 0.00% 10.87% Neutral Neutral Neutral B C A

    75 WSTL Westell Technologies Inc 8 9 3.60 0.03 0.84% 438,376 249.68 Mil 3.70 0.00 0.00% 10.87% Neutral Neutral Neutral A B C C

    76 AEC Associated Estates Realty Corp 8 7 16.50 0.25 1.54% 167,487 683.98 Mil 0.00 0.68 4.12% 8.52% Neutral Neutral Neutral C B C C

    77 ALNC Alliance Financial Corp 8 7 31.05 0.52 1.70% 12,247 147.35 Mil 12.00 1.20 3.86% 8.52% Neutral Neutral Neutral B C C C

    78 AMGN Amgen Inc 8 7 58.28 -0.07 -0.12% 5.36 Mil 54.18 Bil 12.10 0.00 0.00% 8.52% Neutral Neutral Neutral C A D C

    79 AMSF Amerisafe Inc 8 7 23.10 0.48 2.12% 40,179 424.94 Mil 15.30 0.00 0.00% 8.52% Neutral Neutral Neutral C C B C

    80 ATK Alliant Techsystems Inc 8 7 72.07 0.74 1.04% 134,352 2.43 Bil 7.70 0.80 1.11% 8.52% Neutral Neutral Neutral A D C C

    81 ATVI Activision Blizzard Inc 8 7 11.84 0.16 1.37% 3.53 Mil 13.55 Bil 26.80 0.17 1.39% 8.52% Neutral Neutral Neutral A D C C

    82 BFED Beacon Federal Bancorp Inc 8 7 13.92 -0.08 -0.57% 100 88.81 Mil 15.40 0.20 1.44% 8.52% Out of favor Neutral Neutral C C B

    83 BRS Bristow Group Inc 8 7 50.82 -0.20 -0.39% 266,041 1.84 Bil 14.10 0.60 1.18% 8.52% Neutral Neutral Neutral B D B C

    84 CCK Crown Holdings Inc 8 7 39.23 0.41 1.06% 913,333 6.12 Bil 21.20 0.00 0.00% 8.52% Neutral Neutral Neutral C C B C

    85 CHKM Chesapeake Midstream Partners LP 8 7 28.56 -0.14 -0.49% 54,817 4.03 Bil 34.20 1.40 4.90% 8.52% Neutral Neutral Neutral C C B C

    86 CM Canadian Imperial Bank of Commerce 8 7 79.79 0.82 1.04% 109,405 31.68 Bil 12.30 3.52 4.41% 8.52% Neutral Neutral Neutral D A C C

    87 CMLP Crestwood Midstream Partners Limited Partnership 8 7 27.12 0.17 0.63% 21,195 1.06 Bil 23.80 1.76 6.49% 8.52% Neutral Neutral Neutral D B B

    88 CRT Cross Timbers Royalty Trust 8 7 44.45 -0.27 -0.60% 7,485 266.71 Mil 15.80 2.80 6.30% 8.52% Neutral Neutral Neutral C D A

    89 CTAS Cintas Corp 8 7 33.97 0.94 2.85% 1.61 Mil 4.94 Bil 22.00 0.49 1.44% 8.52% Neutral Neutral Neutral B F A C

    90 DPM Dcp Midstream Partners LP 8 7 41.10 0.13 0.32% 87,650 1.81 Bil 3,589.50 2.50 6.08% 8.52% Neutral Neutral Neutral C C B

    91 DRI Darden Restaurants Inc 8 7 52.79 3.03 6.09% 6.23 Mil 7.20 Bil 15.50 1.72 3.26% 8.52% Neutral Neutral Neutral A D C C

    92 EGAS Energy Incorporated 8 7 11.71 0.16 1.39% 12,910 0 0.00 0.00 0.00% 8.52% Out of favor Out of favor Neutral C C B

    93 FFDF FFD Financial Corp 8 7 14.83 0.03 0.20% 375 15.00 Mil 10.50 0.68 4.59% 8.52% Out of favor Neutral Neutral B C C

    94 FNFG First Niagara Financial Group Inc 8 7 13.35 0.15 1.14% 2.55 Mil 4.05 Bil 17.60 0.64 4.79% 8.52% Neutral Neutral Neutral A B F C
    Motley Fools Guide to Investment Clubs

    95 GOOD Gladstone Commercial Corp 8 7 17.42 0.09 0.52% 36,843 187.64 Mil 127.30 1.50 8.61% 8.52% Neutral Neutral Neutral A D C C

    96 HCP HCP Inc 8 7 37.23 0.54 1.47% 2.33 Mil 15.12 Bil 43.40 1.92 5.16% 8.52% Neutral Neutral Neutral C B C C

    97 HEP Holly Energy Partners LP 8 7 54.33 0.06 0.10% 10,903 1.20 Bil 23.90 3.42 6.29% 8.52% Neutral Neutral Neutral C C B

    98 KED Kayne Anderson Energy Development Co 8 7 19.54 1.41 7.78% 175,923 200.96 Mil 3.20 1.52 7.78% 8.52% Neutral Neutral Neutral F A B C

    99 LDR Landauer Inc 8 7 62.30 0.71 1.15% 32,395 586.92 Mil 23.90 2.20 3.53% 8.52% Neutral Neutral Neutral C C B C

    100 LINE Linn Energy LLC
    No. Symbol Company name Overall rating Core rating Last Change %Change Volume Market cap. P/E Dividend Dividend yield 6 mo expected return Market cap. market prefs Sector market prefs Growth/value market prefs Fundamental grade Valuation grade Technical grade Ownership grade


    101 LLL L 3 Communications Holdings Inc 8 7 88.31 0.86 0.98% 721,916 9.37 Bil 10.70 1.80 2.04% 8.52% Neutral Neutral Neutral C D A C

    102 LSBK Lake Shore Bancorp Inc 8 7 10.40 0.14 1.36% 400 61.77 Mil 18.20 0.28 2.69% 8.52% Out of favor Neutral Neutral C C B

    103 LSTR Landstar System Inc 8 7 47.29 0.81 1.74% 210,926 2.26 Bil 25.50 0.20 0.42% 8.52% Neutral Neutral Neutral A F B C

    104 LUX Luxottica ADR Reptg One Ord Shs 8 7 32.45 0.35 1.09% 48,371 15.14 Bil 25.70 0.62 1.92% 8.52% Neutral Neutral Neutral C C B C

    105 MJN Mead Johnson Nutrition Co 8 7 69.04 1.49 2.21% 1.03 Mil 14.11 Bil 30.00 1.04 1.51% 8.52% Neutral Neutral Neutral C B C C

    106 MSW Mission West Properties Inc 8 7 8.79 0.01 0.11% 78,152 197.82 Mil 26.40 0.52 5.92% 8.52% Neutral Neutral Neutral D C A C

    107 NRIM Northrim BanCorp Inc 8 7 18.92 -0.05 -0.26% 3,995 121.66 Mil 12.80 0.48 2.54% 8.52% Neutral Neutral Neutral A C D C

    108 ODFL Old Dominion Freight Line Inc 8 7 37.92 0.62 1.66% 394,658 2.18 Bil 23.70 0.00 0.00% 8.52% Neutral Neutral Neutral A D C C

    109 PCL Plum Creek Timber Co Inc 8 7 41.31 0.77 1.90% 913,138 6.69 Bil 40.80 1.68 4.07% 8.52% Neutral Neutral Neutral C B C C

    110 PNNW Pennichuck Corp 8 7 28.75 0.00 0.00% 26,334 134.62 Mil 36.80 0.74 2.57% 8.52% Neutral Out of favor Neutral C B C C

    111 PSB PS Business Parks REIT Series A 8 7 56.10 1.00 1.81% 100,795 1.39 Bil 31.70 1.76 3.14% 8.52% Neutral Neutral Neutral C C B

    112 PWE Penn West Petroleum Ltd 8 7 23.23 0.15 0.65% 1.38 Mil 10.79 Bil 23.20 1.10 4.74% 8.52% Neutral Neutral Neutral B B D C

    113 RGA Reinsurance Group Of America Inc 8 7 62.02 1.16 1.91% 475,725 4.58 Bil 7.50 0.48 0.77% 8.52% Neutral Neutral Neutral A D C C

    114 SAL Salisbury Bancorp Inc 8 7 26.15 -0.29 -1.10% 200 44.13 Mil 12.40 1.12 4.28% 8.52% Out of favor Neutral Neutral B C C

    115 SBAC SBA Communications Corp 8 7 39.33 1.14 2.99% 2.04 Mil 4.46 Bil 0.00 0.00 0.00% 8.52% Neutral Neutral Neutral C B C C

    116 SNPS Synopsys Inc 8 7 25.93 0.22 0.86% 755,400 3.80 Bil 20.40 0.00 0.00% 8.52% Neutral Neutral Neutral C B C C

    117 SYA Symetra Financial Corporation 8 7 13.60 0.17 1.27% 564,386 1.61 Bil 8.90 0.24 1.76% 8.52% Neutral Neutral Neutral C B C C

    118 TD Toronto Dominion Bank 8 7 85.44 1.22 1.44% 527,786 75.73 Bil 14.90 2.75 3.22% 8.52% Neutral Neutral Neutral B C C C

    119 THS TreeHouse Foods Inc 8 7 55.02 0.41 0.75% 357,845 1.95 Bil 21.20 0.00 0.00% 8.52% Neutral Neutral Neutral F A B C

    120 TLF Tandy Leather Factory Inc 8 7 5.20 0.07 1.36% 75,268 52.81 Mil 12.20 0.00 0.00% 8.52% Out of favor Neutral Neutral C C B

    121 UBP Urstadt Biddle REIT 8 7 17.12 0.22 1.30% 1,779 0 0.00 0.00 0.00% 8.52% Neutral Neutral Neutral B C C

    122 VIA Viacom Inc 8 7 58.71 1.23 2.14% 32,918 0 0.00 0.00 0.00% 8.52% Neutral Neutral Neutral C C B C

    123 AB Alliancebernstein Holding L P 8 7 19.56 0.12 0.62% 405,175 2.06 Bil 15.40 1.27 6.49% 8.04% Neutral Neutral Neutral C B C C

    124 ACIW Aci Worldwide Inc 8 7 33.91 0.14 0.41% 152,487 1.13 Bil 37.00 0.00 0.00% 8.04% Neutral Neutral Neutral C C B

    125 ADS Alliance Data Systems Corp 8 7 94.64 0.57 0.61% 534,199 4.83 Bil 22.60 0.00 0.00% 8.04% Neutral Neutral Neutral B D B C

    126 AGNC American Capital Agency Corp 8 7 29.60 0.49 1.68% 5.69 Mil 5.09 Bil 4.30 5.60 18.92% 8.04% Neutral Neutral Neutral C C B C

    127 AINV Apollo Investment Corp 8 7 10.34 0.13 1.27% 1.25 Mil 2.03 Bil 11.80 1.12 10.83% 8.04% Neutral Neutral Neutral C B C C

    128 AOS A O Smith Corp 8 7 43.53 1.23 2.91% 226,941 2.01 Bil 33.70 0.56 1.29% 8.04% Neutral Neutral Neutral A F B C

    129 ASNA Dress Barn Inc 8 7 34.47 0.42 1.23% 626,919 2.69 Bil 15.10 0.00 0.00% 8.04% Neutral Neutral Neutral B D B C

    130 BMTC Bryn Mawr Bank Corp 8 7 20.38 0.13 0.64% 24,415 255.81 Mil 20.40 0.60 2.94% 8.04% Neutral Neutral Neutral B C C C

    131 BRC Brady Corp 8 7 32.93 0.87 2.71% 277,440 1.74 Bil 17.50 0.72 2.19% 8.04% Neutral Neutral Neutral B C C C

    132 BT BT Group ADR Representing 10 Ord Shs 8 7 32.47 -0.23 -0.70% 368,274 24.95 Bil 10.90 1.20 3.69% 8.04% Neutral Out of favor Neutral C B C C

    133 BTE Baytex Energy Corp 8 7 54.36 -0.08 -0.15% 96,794 6.36 Bil 30.90 2.50 4.55% 8.04% Neutral Neutral Neutral D B B C

    134 CASS Cass Information Systems Inc 8 7 38.17 0.41 1.09% 11,532 359.32 Mil 17.00 0.64 1.68% 8.04% Neutral Neutral Neutral A C D C

    135 CFFI C&F Financial Corp 8 7 20.96 -0.33 -1.55% 2,445 65.66 Mil 9.30 1.00 4.70% 8.04% Out of favor Neutral Neutral A D C

    136 CFNB California First National Bancorp 8 7 15.37 0.05 0.33% 1,113 160.12 Mil 15.30 1.00 6.51% 8.04% Neutral Neutral Neutral B C C

    137 CHCO City Holding Co 8 7 33.42 0.39 1.18% 38,704 509.30 Mil 13.30 1.36 4.07% 8.04% Neutral Neutral Neutral B B D C

    138 CLDT Chatham Lodging Trust 8 7 16.44 0.33 2.05% 53,335 227.21 Mil 0.00 0.70 4.26% 8.04% Neutral Neutral Neutral C A D C

    139 CNAF Commercial National Financial Corp (Pennsylvania) 8 7 19.25 0.00 0.00% 0 55.07 Mil 10.00 0.88 4.57% 8.04% Out of favor Neutral Neutral D B B

    140 CNBKA Century BanCorp Inc 8 7 26.95 0.49 1.85% 2,705 95.50 Mil 10.80 0.48 1.78% 8.04% Out of favor Neutral Neutral C C B

    141 CSBK Clifton Savings Bancorp Inc 8 7 11.08 0.04 0.36% 8,456 289.62 Mil 32.20 0.24 2.17% 8.04% Neutral Neutral Neutral C B C C

    142 CTO Consolidated Tomoka Land Co 8 7 29.30 0.70 2.45% 12,488 168.07 Mil 0.00 0.04 0.14% 8.04% Neutral Neutral Neutral D A C C

    143 EBF Ennis Inc 8 7 17.56 0.16 0.92% 90,013 457.51 Mil 10.60 0.62 3.53% 8.04% Neutral Neutral Neutral B C C C

    144 ENI Enersis ADR Each Representing 50 Ord Shs 8 7 23.28 0.18 0.78% 389,701 15.17 Bil 14.50 0.78 3.35% 8.04% Neutral Out of favor Neutral A C D C

    145 ENP Encore Energy Partners LP 8 7 21.41 0.09 0.42% 111,740 984.57 Mil 0.00 1.96 9.15% 8.04% Neutral Neutral Neutral D B B

    146 EV Eaton Vance Corp 8 7 30.66 0.43 1.42% 927,057 3.62 Bil 19.90 0.72 2.35% 8.04% Neutral Neutral Neutral A D C C

    147 EXAR Exar Corp 8 7 6.35 0.02 0.32% 139,682 283.15 Mil 0.00 0.00 0.00% 8.04% Neutral Neutral Neutral B B D C

    148 FCTY 1st Century Bancshares Inc 8 7 3.69 -0.01 -0.27% 220 34.31 Mil 0.00 0.00 0.00% 8.04% Out of favor Neutral Neutral C B C

    149 FUR Winthrop Realty Trust 8 7 11.82 -0.12 -1.01% 161,538 388.85 Mil 13.10 0.65 5.50% 8.04% Neutral Neutral Neutral B B D C

    150 GA Giant Interactive Group Inc

    No. Symbol Company name Overall rating Core rating Last Change %Change Volume Market cap. P/E Dividend Dividend yield 6 mo expected return Market cap. market prefs Sector market prefs Growth/value market prefs Fundamental grade Valuation grade Technical grade Ownership grade


    151 GOLD Randgold Resources ADR Reptg 1 Ord Shs 8 7 82.69 -1.36 -1.62% 701,239 7.56 Bil 59.50 0.20 0.24% 8.04% Neutral Neutral Neutral D B B C

    152 H Hyatt Hotels Corp 8 7 42.26 1.44 3.53% 419,082 7.35 Bil 113.30 0.00 0.00% 8.04% Neutral Neutral Neutral A D C C

    153 HST Host Hotels and Resorts Inc 8 7 17.63 0.68 4.01% 9.22 Mil 12.22 Bil 0.00 0.12 0.68% 8.04% Neutral Neutral Neutral C B C C

    154 IBA Industrias Bachoco SAB de CV 8 7 24.09 -0.01 -0.04% 7,713 1.20 Bil 7.50 0.45 1.87% 8.04% Neutral Neutral Neutral B B D

    155 IBN ICICI Bank Ltd 8 7 50.00 0.70 1.42% 2.05 Mil 28.23 Bil 26.70 0.62 1.24% 8.04% Neutral Neutral N/A C C B C

    156 KIM Kimco Realty Corp 8 7 18.73 0.27 1.46% 3.67 Mil 7.80 Bil 162.00 0.72 3.84% 8.04% Neutral Neutral Neutral B B D

    157 KSW KSW Inc 8 7 3.98 0.06 1.53% 8,950 25.34 Mil 11.50 0.10 2.51% 8.04% Out of favor Neutral Neutral B D B C

    158 LAKE Lakeland Industries Inc 8 7 8.74 -0.07 -0.81% 9,915 45.66 Mil 13.70 0.00 0.00% 8.04% Out of favor Neutral Neutral B D B C

    159 LII Lennox International Incorporated 8 7 43.64 0.57 1.32% 514,417 2.33 Bil 21.80 0.72 1.65% 8.04% Neutral Neutral Neutral B C C C

    160 LSE CapLease Inc 8 7 4.95 0.04 0.81% 237,231 336.88 Mil 0.00 0.26 5.25% 8.04% Neutral Neutral Neutral C B C C

    161 LWAY Lifeway Foods Inc 8 7 11.22 0.04 0.36% 13,699 184.43 Mil 49.10 0.00 0.00% 8.04% Neutral Neutral Neutral C C B C

    162 MBRG Middleburg Financial Corporation 8 7 14.99 0.05 0.33% 11,696 104.07 Mil 0.00 0.20 1.33% 8.04% Neutral Neutral Neutral C B C

    163 MEDW Mediware Information Systems Inc 8 7 11.13 0.08 0.72% 5,405 89.22 Mil 17.60 0.00 0.00% 8.04% Out of favor Neutral Neutral C C B

    164 MFG Mizuho Financial Group ADR Reptg 2 Ord Shs 8 7 3.35 0.07 2.13% 864,344 35.85 Bil 0.00 0.15 4.46% 8.04% Neutral Neutral Neutral B B D

    165 MIG Meadowbrook Insurance Group 8 7 9.97 0.06 0.61% 159,144 531.15 Mil 9.20 0.16 1.60% 8.04% Neutral Neutral Neutral C B C C

    166 MKTAY Makita ADR Reptg 1 Ord Shs 8 7 46.74 0.00 0.00% 3,381 6.45 Bil 17.30 0.81 1.73% 8.04% Neutral Neutral Neutral B D B C

    167 MSA Mine Safety Appliances Co 8 7 38.18 0.84 2.25% 91,010 1.40 Bil 30.10 1.04 2.72% 8.04% Neutral Neutral Neutral C C B

    168 NOIZ Micronetics, Inc. 8 7 5.03 0.00 0.00% 6,660 22.92 Mil 15.10 0.00 0.00% 8.04% Out of favor Neutral Neutral D A

    169 NUTR Nutraceutical International Corp 8 7 15.31 -0.07 -0.46% 19,898 157.72 Mil 10.10 0.00 0.00% 8.04% Neutral Neutral Neutral C C B C

    170 PFBX Peoples Financial Corp (Miss) 8 7 13.60 -0.15 -1.09% 1,100 69.86 Mil 66.60 0.18 1.32% 8.04% Out of favor Neutral Neutral B C C

    171 PHG Koninklijke Philips Electronics ADR 8 7 25.74 0.06 0.23% 1.45 Mil 25.84 Bil 11.50 1.11 4.32% 8.04% Neutral Neutral Neutral C B C C

    172 PHI Philippine Long Distance Telephone ADR 8 7 55.47 1.43 2.65% 51,683 10.31 Bil 0.00 3.51 6.33% 8.04% Neutral Out of favor Neutral D A C C

    173 PZZI Pizza Inn Inc 8 7 3.06 0.08 2.68% 54,320 24.51 Mil 19.90 0.00 0.00% 8.04% Out of favor Neutral Neutral D C A

    174 QCCO Qc Hldg Inc 8 7 3.96 -0.04 -1.05% 5,642 67.44 Mil 4.90 0.20 5.05% 8.04% Out of favor Neutral Neutral D A C

    175 RAH Ralcorp Hldg Inc 8 7 87.00 0.42 0.49% 272,818 4.79 Bil 19.30 0.00 0.00% 8.04% Neutral Neutral Neutral B C C C

    176 RIVR River Valley Bancorp 8 7 17.09 0.84 5.17% 277 25.88 Mil 12.70 0.84 4.92% 8.04% Out of favor Neutral Neutral B C C

    177 RJF Raymond James Financial Inc 8 7 32.66 0.51 1.59% 810,203 4.13 Bil 14.10 0.52 1.59% 8.04% Neutral Neutral Neutral B D B C

    178 RRTS Roadrunner Transportation Systems Inc 8 7 15.22 0.14 0.93% 93,535 459.67 Mil 97.60 0.00 0.00% 8.04% Neutral Neutral Neutral B D B C

    179 SBBX Sussex Bancorp 8 7 6.69 -0.05 -0.74% 666 22.53 Mil 9.90 0.00 0.00% 8.04% Out of favor Neutral Neutral D C A

    180 SIM Grupo Simec ADR 8 7 7.62 0.08 1.06% 24,912 1.27 Bil 0.00 0.00 0.00% 8.04% Neutral Neutral Neutral B C C

    181 SPTN Spartan Stores Inc 8 7 19.56 0.03 0.15% 176,634 446.65 Mil 13.60 0.26 1.33% 8.04% Neutral Neutral Neutral B F A C

    182 SSBI Summit State Bank 8 7 6.70 -0.02 -0.30% 19,204 31.79 Mil 28.50 0.36 5.37% 8.04% Out of favor Neutral Neutral B C C

    183 TACT Transact Technologies Inc 8 7 12.04 0.34 2.91% 24,435 112.18 Mil 22.70 0.00 0.00% 8.04% Neutral Neutral Neutral A C D C

    184 TLK Telekomunikasi Indonesia ADR Rep 40 Ord Shs 8 7 34.45 -0.05 -0.14% 179,458 16.93 Bil 12.50 1.50 4.34% 8.04% Neutral Out of favor Neutral D A C C

    185 TOFC Tower Financial Corp 8 7 8.20 0.00 0.00% 0 39.59 Mil 11.90 0.00 0.00% 8.04% Out of favor Neutral Neutral B C C

    186 TROW T Rowe Price Group Inc 8 7 61.00 0.66 1.09% 1.73 Mil 15.84 Bil 22.80 1.24 2.03% 8.04% Neutral Neutral Neutral A F B C

    187 TSN Tyson Foods Inc 8 7 19.53 0.11 0.57% 5.23 Mil 7.41 Bil 8.20 0.16 0.82% 8.04% Neutral Neutral Neutral D B B C

    188 TUC Mac Gray Corp 8 7 15.04 -0.41 -2.65% 46,811 213.94 Mil 64.90 0.22 1.46% 8.04% Neutral Neutral Neutral A C D C

    189 TWGP Tower Group Inc 8 7 23.84 0.02 0.08% 202,355 985.41 Mil 8.10 0.75 3.15% 8.04% Neutral Neutral Neutral C B C C

    190 ULTI Ultimate Software Group Inc 8 7 54.43 0.00 0.00% 89,156 1.41 Bil 490.20 0.00 0.00% 8.04% Neutral Neutral Neutral A C D

    191 UMPQ Umpqua Holdings Corp 8 7 11.72 0.15 1.30% 818,953 1.34 Bil 40.60 0.20 1.71% 8.04% Neutral Neutral Neutral B C C

    192 VIDE Video Display Corp 8 7 3.90 0.07 1.83% 6,501 29.67 Mil 14.10 0.00 0.00% 8.04% Out of favor Neutral N/A A D

    193 VOLC Volcano Corp 8 7 32.52 0.23 0.71% 428,690 1.70 Bil 167.20 0.00 0.00% 8.04% Neutral Neutral Neutral A B F

    194 WAG Walgreen Co 8 7 42.83 0.37 0.87% 4.72 Mil 38.78 Bil 16.70 0.70 1.63% 8.04% Neutral Neutral Neutral B C C C

    195 AAPL Apple Inc 8 8 343.26 7.59 2.26% 15.55 Mil 317.43 Bil 16.40 0.00 0.00% 7.46% Neutral Neutral Neutral B B C C

    196 ABCO Advisory Board Co 8 8 57.13 -0.75 -1.30% 55,627 928.61 Mil 50.60 0.00 0.00% 7.46% Neutral Neutral Neutral A C A D

    197 AF Astoria Financial Corp 8 8 13.23 0.44 3.44% 954,647 1.30 Bil 14.20 0.52 3.93% 7.46% Neutral Neutral Neutral B C C B

    198 AIV Apartment Investment & Management Co 8 8 26.06 0.53 2.08% 1.27 Mil 3.32 Bil 0.00 0.48 1.84% 7.46% Neutral Neutral Neutral B B B C

    199 ALV AUTOLIV INC 8 8 78.70 0.25 0.32% 1.12 Mil 11.11 Bil 11.40 1.80 2.29% 7.46% Neutral Neutral Neutral B A B D
    Apple iPad 2 MC916LL/A Tablet (64GB, Wifi, Black) NEWEST MODEL
    200 AMAT Applied Materials Inc







    Sunday, May 1, 2011

    Paper products and oil-based consumer goods are poised to rise in cost ?

    next time they're in-store; maybe it's a free Android app that makes the product easier to use or more valuable in a substantive way (i.e., upload the photo of a wine stain on your table cloth to a website and get back in minutes a detailed—and guaranteed—expert treatment for its safe removal); perhaps it's an invitation to participate in an 'open innovation' focus group for non-trivial compensation.


    An inflationary gap, in economics, is the amount by which the real Gross domestic product, or real GDP, exceeds potential GDP.[1] The real GDP is also known as GDP "adjusted for inflation", "constant prices" GDP or "constant dollar" GDP, because it measures the aggregate output in a country's income accounts in a given year, expressed in base-year prices. On the other hand, the potential GDP is the quantity of real GDP when a country's economy is at full-employment.




    When an initial increase in aggregate demand produces inflation (so called demand-pull inflation) and real GDP increase, the price level and real GDP are determined at the point where the new aggregate demand and the short-run aggregate supply meet. This point is known as above full-employment equilibrium[1], since the short-run aggregate supply is above the long-term aggregate supply, i.e. above the aggregate supply at full employment. The gap created between real GDP and potential GDP is the consequence of inflation, this is one of the reasons this type of gap is called an inflationary gap.



    Obviously, this situation cannot last forever, because there is a shortage of labour. The shortage of labour produces the rise of wage rates, which makes the short-run aggregate supply decrease, until it reaches the full-employment level. The short-run aggregate supply decrease makes an upward pressure on the price level, consequently causing inflation. The once created gap between real GDP and potential GDP was the sign of forthcoming inflation, this is another reason this type gap 12 Warning Signs of U.S. Hyperinflation


    by , National Inflation Ass.

    Ford Motor Co. (F)


    June 2011 $17 put options

    Purchase Price: $1.15



    NIA’s President just sold his 250 Ford (F) June $17 put options at $1.72 for a gain of 50% from his January 19th purchase price of $1.15. He made a profit of $14,250 in just seven trading days.



    NIA is 2 for 3 with options suggestions during the past 12 months. Our first options suggestion, January $20 SLV calls, gained as much as 1,023% from NIA’s suggestion price.





    One of the most frequently asked questions we receive at the National Inflation Association (NIA) is what warning signs will there be when hyperinflation is imminent. In our opinion, the majority of the warning signs that hyperinflation is imminent are already here today, but most Americans are failing to properly recognize them. NIA believes that there is a serious risk of hyperinflation breaking out as soon as the second half of this calendar year and that hyperinflation is almost guaranteed to occur by the end of this decade.



    In our estimation, the most likely time frame for a full-fledged outbreak of hyperinflation is between the years 2013 and 2015. Americans who wait until 2013 to prepare, will most likely see the majority of their purchasing power wiped out. It is essential that all Americans begin preparing for hyperinflation immediately.



    Here are NIA's top 12 warning signs that hyperinflation is about to occur:



    1) The Federal Reserve is Buying 70% of U.S. Treasuries. The Federal Reserve has been buying 70% of all new U.S. treasury debt. Up until this year, the U.S. has been successful at exporting most of its inflation to the rest of the world, which is hoarding huge amounts of U.S. dollar reserves due to the U.S. dollar's status as the world's reserve currency. In recent months, foreign central bank purchases of U.S. treasuries have declined from 50% down to 30%, and Federal Reserve purchases have increased from 10% up to 70%. This means U.S. government deficit spending is now directly leading to U.S. inflation that will destroy the standard of living for all Americans.



    2) The Private Sector Has Stopped Purchasing U.S. Treasuries. The U.S. private sector was previously a buyer of 30% of U.S. government bonds sold. Today, the U.S. private sector has stopped buying U.S. treasuries and is dumping government debt. The Pimco Total Return Fund was recently the single largest private sector owner of U.S. government bonds, but has just reduced its U.S. treasury holdings down to zero. Although during the financial panic of 2008, investors purchased government bonds as a safe haven, during all future panics we believe precious metals will be the new safe haven.



    3) China Moving Away from U.S. Dollar as Reserve Currency. The U.S. dollar became the world's reserve currency because it was backed by gold and the U.S. had the world's largest manufacturing base. Today, the U.S. dollar is no longer backed by gold and China has the world's largest manufacturing base. There is no reason for the world to continue to transact products and commodities in U.S. dollars, when most of everything the world consumes is now produced in China. China has been taking steps to position the yuan to be the world's new reserve currency.



    The People's Bank of China stated earlier this month, in a story that went largely unreported by the mainstream media, that it would respond to overseas demand for the yuan to be used as a reserve currency and allow the yuan to flow back into China more easily. China hopes to allow all exporters and importers to settle their cross border transactions in yuan by the end of 2011, as part of their plan to increase the yuan's international role. NIA believes if China really wants to become the world's next superpower and see to it that the U.S. simultaneously becomes the world's next Zimbabwe, all China needs to do is use their $1.15 trillion in U.S. dollar reserves to accumulate gold and use that gold to back the yuan.



    4) Japan to Begin Dumping U.S. Treasuries. Japan is the second largest holder of U.S. treasury securities with $885.9 billion in U.S. dollar reserves. Although China has reduced their U.S. treasury holdings for three straight months, Japan has increased their U.S. treasury holdings seven months in a row. Japan is the country that has been the most consistent at buying our debt for the past year, but that is about the change. Japan is likely going to have to spend $300 billion over the next year to rebuild parts of their country that were destroyed by the recent earthquake, tsunami, and nuclear disaster, and NIA believes their U.S. dollar reserves will be the most likely source of this funding. This will come at the worst possible time for the U.S., which needs Japan to increase their purchases of U.S. treasuries in order to fund our record budget deficits.



    5) The Fed Funds Rate Remains Near Zero. The Federal Reserve has held the Fed Funds Rate at 0.00-0.25% since December 16th, 2008, a period of over 27 months. This is unprecedented and NIA believes the world is now flooded with excess liquidity of U.S. dollars.



    When the nuclear reactors in Japan began overheating two weeks ago after their cooling systems failed due to a lack of electricity, TEPCO was forced to open relief valves to release radioactive steam into the air in order to avoid an explosion. The U.S. stock market is currently acting as a relief valve for all of the excess liquidity of U.S. dollars. The U.S. economy for all intents and purposes should currently be in a massive and extremely steep recession, but because of the Fed's money printing, stock prices are rising because people don't know what else to do with their dollars.



    NIA believes gold, and especially silver, are much better hedges against inflation than U.S. equities, which is why for the past couple of years we have been predicting large declines in both the Dow/Gold and Gold/Silver ratios. These two ratios have been in free fall exactly like NIA projected.



    The Dow/Gold ratio is the single most important chart all investors need to closely follow, but way too few actually do. The Dow Jones Industrial Average (DJIA) itself is meaningless because it averages together the dollar based movements of 30 U.S. stocks. With just the DJIA, it is impossible to determine whether stocks are rising due to improving fundamentals and real growing investor demand, or if prices are rising simply because the money supply is expanding.



    The Dow/Gold ratio illustrates the cyclical nature of the battle between paper assets like stocks and real hard assets like gold. The Dow/Gold ratio trends upward when an economy sees real economic growth and begins to trend downward when the growth phase ends and everybody becomes concerned about preserving wealth. With interest rates at 0%, the U.S. economy is on life support and wealth preservation is the focus of most investors. NIA believes the Dow/Gold ratio will decline to 1 before the hyperinflationary crisis is over and until the Dow/Gold ratio does decline to 1, investors should keep buying precious metals.



    6) Year-Over-Year CPI Growth Has Increased 92% in Three Months. In November of 2010, the Bureau of Labor and Statistics (BLS)'s consumer price index (CPI) grew by 1.1% over November of 2009. In February of 2011, the BLS's CPI grew by 2.11% over February of 2010, above the Fed's informal inflation target of 1.5% to 2%. An increase in year-over-year CPI growth from 1.1% in November of last year to 2.11% in February of this year means that the CPI's growth rate increased by approximately 92% over a period of just three months. Imagine if the year-over-year CPI growth rate continues to increase by 92% every three months. In 9 to 12 months from now we could be looking at a price inflation rate of over 15%. Even if the BLS manages to artificially hold the CPI down around 5% or 6%, NIA believes the real rate of price inflation will still rise into the double-digits within the next year.



    7) Mainstream Media Denying Fed's Target Passed. You would think that year-over-year CPI growth rising from 1.1% to 2.11% over a period of three months for an increase of 92% would generate a lot of media attention, especially considering that it has now surpassed the Fed's informal inflation target of 1.5% to 2%. Instead of acknowledging that inflation is beginning to spiral out of control and encouraging Americans to prepare for hyperinflation like NIA has been doing for years, the media decided to conveniently change the way it defines the Fed's informal target.



    The media is now claiming that the Fed's informal inflation target of 1.5% to 2% is based off of year-over-year changes in the BLS's core-CPI figures. Core-CPI, as most of you already know, is a meaningless number that excludes food and energy prices. Its sole purpose is to be used to mislead the public in situations like this. We guarantee that if core-CPI had just surpassed 2% and the normal CPI was still below 2%, the media would be focusing on the normal CPI number, claiming that it remains below the Fed's target and therefore inflation is low and not a problem.



    The fact of the matter is, food and energy are the two most important things Americans need to live and survive. If the BLS was going to exclude something from the CPI, you would think they would exclude goods that Americans don't consume on a daily basis. The BLS claims food and energy prices are excluded because they are most volatile. However, by excluding food and energy, core-CPI numbers are primarily driven by rents. Considering that we just came out of the largest Real Estate bubble in world history, there is a glut of homes available to rent on the market. NIA has been saying for years that being a landlord will be the worst business to be in during hyperinflation, because it will be impossible for landlords to increase rents at the same rate as overall price inflation. Food and energy prices will always increase at a much faster rate than rents.



    8) Record U.S. Budget Deficit in February of $222.5 Billion. The U.S. government just reported a record budget deficit for the month of February of $222.5 billion. February's budget deficit was more than the entire fiscal year of 2007. In fact, February's deficit on an annualized basis was $2.67 trillion. NIA believes this is just a preview of future annual budget deficits, and we will see annual budget deficits surpass $2.67 trillion within the next several years.



    9) High Budget Deficit as Percentage of Expenditures. The projected U.S. budget deficit for fiscal year 2011 of $1.645 trillion is 43% of total projected government expenditures in 2011 of $3.819 trillion. That is almost exactly the same level of Brazil's budget deficit as a percentage of expenditures right before they experienced hyperinflation in 1993 and it is higher than Bolivia's budget deficit as a percentage of expenditures right before they experienced hyperinflation in 1985. The only way a country can survive with such a large deficit as a percentage of expenditures and not have hyperinflation, is if foreigners are lending enough money to pay for the bulk of their deficit spending. Hyperinflation broke out in Brazil and Bolivia when foreigners stopped lending and central banks began monetizing the bulk of their deficit spending, and that is exactly what is taking place today in the U.S.



    10) Obama Lies About Foreign Policy. President Obama campaigned as an anti-war President who would get our troops out of Iraq. NIA believes that many Libertarian voters actually voted for Obama in 2008 over John McCain because they felt Obama was more likely to end our wars that are adding greatly to our budget deficits and making the U.S. a lot less safe as a result. Obama may have reduced troop levels in Iraq, but he increased troops levels in Afghanistan, and is now sending troops into Libya for no reason.



    The U.S. is now beginning to occupy Libya, when Libya didn't do anything to the U.S. and they are no threat to the U.S. Obama has increased our overall overseas troop levels since becoming President and the U.S. is now spending $1 trillion annually on military expenses, which includes the costs to maintain over 700 military bases in 135 countries around the world. There is no way that we can continue on with our overseas military presence without seeing hyperinflation.



    11) Obama Changes Definition of Balanced Budget. In the White House's budget projections for the next 10 years, they don't project that the U.S. will ever come close to achieving a real balanced budget. In fact, after projecting declining budget deficits up until the year 2015 (NIA believes we are unlikely to see any major dip in our budget deficits due to rising interest payments on our national debt), the White House projects our budget deficits to begin increasing again up until the year 2021. Obama recently signed an executive order to create the "National Commission on Fiscal Responsibility and Reform", with a mission to "propose recommendations designed to balance the budget, excluding interest payments on the debt, by 2015". Obama is redefining a balanced budget to exclude interest payments on our national debt, because he knows interest payments are about to explode and it will be impossible to trul y balance the budget.



    12) U.S. Faces Largest Ever Interest Payment Increases. With U.S. inflation beginning to spiral out of control, NIA believes it is 100% guaranteed that we will soon see a large spike in long-term bond yields. Not only that, but within the next couple of years, NIA believes the Federal Reserve will be forced to raise the Fed Funds Rate in a last-ditch effort to prevent hyperinflation. When both short and long-term interest rates start to rise, so will the interest payments on our national debt. With the public portion of our national debt now exceeding $10 trillion, we could see interest payments on our debt reach $500 billion within the next year or two, and over $1 trillion somewhere around mid-decade. When interest payments reach $1 trillion, they will likely be around 30% to 40% of government tax receipts, up from interest payments being only 9% of tax receipts today. No country has ever seen interest payments on their debt reach 40% of tax receipts without hyperinflation occurring in the years to come.






    The details of the added value are far less important than its presence: inflationary pressures create innovationary pressures. Many industries became quite skilled in process innovations as their media for assuring economic efficiencies. Global enterprises have become astonishingly good at cost-cutting. But with inflation defined by monetary policies and commodity shortages, those process efficiencies preserve competitive advantage more than creating it. Questions about using the cloud to wrap old data, new information, and innovative services around product offerings to add value become more urgent. When prices rise for everyone, diligent consumers recognize that shopping for the lowest prize makes less sense than looking for the highest value. It's this inflation-driven shift from lowest price to higher value that becomes the innovation invitation for enterprises world-wide. Yes, you still have to compete on price. But when inflation puts everyone at an increasing disadvantage, being innovative about being innovative isn't just the most logical organic growth investment, it's arguably the only real
    Oil-based products and food most clearly cost more. Procter & Gamble and Kimberly-Clark say disposable diaper prices will jump by 7%. Toilet paper will be more expensive, too. The cost of throwing out all this more expensive stuff is rising, too. Clorox will lift prices of its Glad trash bags by almost 10% in May. Accelerating commodity inflation is as big a concern in Europe and China as in North America.

    A macroeconomic condition that describes the distance between the current level of real gross domestic product (GDP) and full employment (long run equilibrium) real GDP. The inflationary gap is so named because the relative increase in real GDP causes an economy to increase its consumption, which causes prices to rise in the long run


    Consumer

    Monday, April 25, 2011

    buy ford ? ( F )

    Shares of Ford Motor Company (NYSE:F) are trading lower by -0.23% ahead of its quarterly earnings release. Ford, the maker of the Fusion, and F150 vehicles is expected to release its quarterly results on April 26th.




    Wall Street Analysts consensus calls for a profit of $0.5 a share on $30.64 billion revenue.



    Ford estimates have a range of $0.24 a share. The high estimate calls for profit of $0.6 a share and the low estimate is calling for a profit of $0.36 a share, a year ago for the quarter the company reported $0.46 a share.



    Ford Motor Company (NYSE:F) designs, manufactures, and services cars and trucks. The Dearborn, MI based automaker sell its vehicles under the Ford, Mercury and Lincoln brand names. Thorugh its subsidiaries it offers lease and financing as well as auto parts with its Motorcraft brand.

    buy,buy,buy, if this stock dips below 15 a share buy more , this stock will pop this week watch out , hope you bought ford when it was a buy on mad money fund , when the stock price was around 5 a share !

    Tuesday, April 12, 2011

    Jim Cramer's Buy & Sell List

    Cramer Buy Recommendations




    Airgas (ARG) is up by 7.1%, since the March 15 close. In FY 2010 through March, revenues decreased by 11.16% to $3.86 billion, and non-GAAP EPS dropped by 25%. The profit margin also improved to 55.17% from 52.98%, however the EBT margin worsened to 8.13% from 9.87%. The next earnings release is on May 5, with analysts expecting between $0.84 and $0.86. In comparison, Q4 2010 produced $0.69. The packaged gas industry in the US is highly competitive, and ARG shares already trade well above our fair value estimates.



    Airgas is the largest US distributor of industrial, medical, and specialty gases and hard goods, such as welding equipment and supplies. Airgas is also one of the largest US distributors of safety products, the largest US producer of nitrous oxide and dry ice, the largest liquid carbon dioxide producer in the Southeast, the fifth largest producer of atmospheric merchant gases in North America, and a leading distributor of process chemicals, refrigerants and ammonia products.



    Peabody Energy (BTU) is +2.0%, since the March 15 close. In 2010, GAAP EPS is +71.69% to $2.85, after -52.71%. Revenues went up by 14.10% to $6.86 billion, after -8.81% in 2009. The EBT margin improved to 16.23% from 10.84%. In 2011, analysts expect non-GAAP EPS to be between $3.48 and $6.02. In 2010, non-GAAP EPS was $3.05. The next earnings release is on April 19, with analysts expecting between $0.46 and $0.73. In comparison, Q1 2010 produced $0.52 for non-GAAP EPS. BTU shares also trade with a P/S multiple of 2.6. From 2004 to 2010, those multiples were 1.4, 2.4, 2.1, 3.6, 0.9, 2.0, and 2.5, respectively. Double digit revenue growth and EPS doubling should raise multiples to near 3.0x. The company also has a debt to equity ratio of 0.58. This is an established company, and we believe that it ought to be a part of your portfolio, if you seek to shed some risk. BTU shares trade slightly above our fair value estimate, and we believe it will outperform the market.



    Peabody Energy is the world’s largest private-sector coal company and a global leader in clean coal solutions. Peabody fuels 10% of US power and 2 % of worldwide electricity.



    Continental Resources (CLR) is up by 5.5%, since the March 15 close. In 2010, revenues grew by 33.99% to $839 million, and GAAP EPS shot up by 135.71% to $0.99. The profit margin improved to 77.60% from 76.11% and the EBT margin expanded to 30.80% from 17.57%. The company also has a debt to equity ratio of 0.77. The next earnings release is on May 2, with analysts expecting non-GAAP EPS between $0.44 and $0.61 and revenues between $299.2 million and $337.61 million. In comparison, Q1 2010 produced $0.43 and $248.268 million, respectively. Given higher oil and gas prices, we recommend CLR for our readers. However, keep your portfolio diversified. If you already have oil and gas stocks, avoid this. This is a good opportunity for one looking to add oil and gas exposure.



    The company is an independent oil and natural gas exploration and production company. It is now the third largest crude oil producer in the Rocky Mountain region, the largest leaseholder and driller in the Bakken Shale and the largest leaseholder in the Anadarko Woodford in Oklahoma, with additional operations in the South and East regions of the US. The company’s exploration activities in large new or developing plays provide the opportunity to acquire undeveloped acreage positions for future drilling operations.



    Caterpillar (CAT) is +8.2%, since the March 15 close. In 2010, GAAP EPS jumped by 190.21% to $4.15, after falling by 74.74%. Revenues grew by 31.46% to $42.58 billion, after dropping by 36.88% in 2009. The EBT margin also improved to 8.81% from 1.76%. In 2011, analysts expect non-GAAP EPS to be between $5.49 and $6.90. In 2010, the actual non-GAAP EPS was $4.15. The next earnings release is on April 29, with the Street forecasting between $0.97 and $1.52. In comparison, Q1 2010 produced $0.36. CAT shares trade with a price to sales multiple of 1.7. This is the high multiple, if looking at the period from 2001 to 2010. These shares should be trading 1.5 times sales. The company also has a debt to equity ratio of 1.89. The company is aiming for $8.00 to $12.00 in non-GAAP EPS in 2012, and we believe that it will get there.



    Ford (F) is up by 1.3%, since the March 15 close. In 2010, revenues grew by 9% to $128.95 billion, and the EBT margin improved to 5.54% from 2.56%. GAAP EPS increased by 93.02% to $1.66. In 2011, analysts expect non-GAAP EPS to be between $1.15 and $2.25, or a decrease between 39.7% and an increase of 17.8% from $1.91 in 2010. Revenue estimates range between $117.6 billion and $132.3 billion. The next earnings release is on April 25, when analysts expect between $0.28 and $0.60, or between a decrease of 39.1% and an increase of 30.4%. In comparison, Q1 2010 produced $0.46 for non-GAAP EPS. Ford shares trade with a price to sales multiple of 0.5. This is the highest multiple between 2001 and 2010. So, investors have high expectations on Ford. If the company can demonstrate upper single digit growth in EPS and in revenues, this multiple is justified. The company also has $103.98 billion in long term debt ($19.26 billion for the automotive sector and $85.112 billion for the financial services sector). Ford trades at a significant discount to our fair value estimate. Interested buyers should look at taking a position in shares now.



    Joy Global (JOYG) is up by 7.1%, since the March 15 close. In FY 2010 through October, GAAP EPS dropped slightly by 0.23% to $4.40, after expanding by 27.83% in FY 2009. Revenues also fell by 2.06%, after +5.25% in 2009. On the bright side, the EBT margin improved to 19.27% in FY 2010 from 18.97% in FY 2009. For FY 2011, analysts expect non-GAAP EPS to be between $5.19 and $5.83, after producing $4.40 in non-GAAP EPS in FY 2010. Q1 2011 already showed $0.96, which was an improvement from $0.73 in Q1 2010. The next earnings release is on June 2, when analysts forecast non-GAAP EPS to be between $1.29 and $1.50. In comparison, Q2 2010 posted $1.15. JOYG shares trade with a P/S multiple of 2.8. This level is the highest since the 2005-06 era, when EPS had triple digit percentage increases and revenues grew 20-35%. This company also has a debt to equity ratio of 0.26. Skim the company outlook, here.



    We agree with Cramer on this, and expect growing demand from emerging markets. Joy Global is a worldwide leader in manufacturing, servicing and distributing equipment for surface mining through P&H Mining Equipment and underground mining through Joy Mining Machinery.



    Xilinx (XLNX) is slightly down by 0.1%, since the March 15 close. In FY 2010 through March, revenues grew by 0.46% to $1.83 billion, but GAAP EPS dropped by 5.15% to $1.29. The profit margin remained steady at 63.36%, but the EBT margin fell to 23% from 27.30% in FY 2009. Through the first 3 quarters of FY 2011, non-GAAP EPS came in at $1.81, compared with $0.75 for the same period in FY 2010. The next earnings release is on April 27, with analysts expecting between $0.49 and $0.55 in non-GAAP EPS. In comparison, Q4 2010 produced $0.58. We expect the company to continue to make inroads in the programmable logic device chip space, and place a buy on XLNX shares. Xilinx is the world's leading provider of programmable platforms.



    Cramer Sell Recommendations





    Community Bank System (CBU) is up by 3.6%, since the March 15 close. Revenues grew by 8.61% to $270 million, and GAAP EPS shot up by 50% to $1.89. The next earnings release is on April 26, with analysts expecting non-GAAP EPS to be between $0.45 and $0.49. In comparison, Q1 2010 produced $0.42. We expect the company to post earnings above $0.48. CBU shares trade below our fair value estimate, and we believe that they have plenty of upside. The company is also a prime takeover or merger target. Buy CBU for the long run.



    Headquartered in DeWitt, NY, Community Bank System has $6.3 billion in assets and approximately 170 customer facilities across Upstate NY, where it operates as Community Bank, and Northeastern PA, where it is known as First Liberty Bank & Trust. Its other subsidiaries include: Benefit Plans Administrative Services, an employee benefits administration and consulting firm with offices in Upstate NY, Pittsburgh and Philadelphia, PA and Houston, TX; the CBNA Insurance Agency, with offices in four northern NY, communities; Community Investment Services, a broker-dealer delivering financial products throughout the company’s branch network; and Nottingham Advisors, a wealth management and advisory firm with offices in Buffalo, NY, and North Palm Beach, FL.



    On April 11, the company announced that it completed its merger with The Wilber Corporation, and its banking subsidiary, Wilber National Bank, a $870 million commercial bank with 22 banking offices serving the Central Region of Upstate NY.



    Stillwater Mining (SWC) is +5.9%, since the March 15 close. In 2010, the company grew revenues by 40.93% to $556 million, and GAAP EPS returned to positive territory to $0.51 from -$0.10. The profit margin nearly doubled to 16.30% from 8.28%. The company also reported its highest earnings in a decade in 2010 ($50.4 million). The next earnings release is on May 2, with the consensus analyst estimate at $0.37. In comparison, the company produced $0.14 for non-GAAP EPS in Q1 2010. Palladium prices remain at high levels, and we expect production growth of 2%. This signals to us that SWC shares are undervalued, and should be a buy for those looking to diversify their mining holdings. SWC should outperform the general market.



    Stillwater Mining Company is one of the world’s leading producers of platinum group metals and the only significant primary producer of palladium in the Western Hemisphere. The company’s 28-mile long JM Reef in Montana is the highest grade ore body containing platinum group metals. View the latest company presentation here.



    Tibco Software (TIBX) is up by 12.7%, since the March 15 close. In FY 2010 through November, the company expanded revenues by 21.34% to $754 million, and GAAP EPS grew by 27.78% to $0.46. The EBT margin held steady at 14.70% from 14.42% in 2009, but is still improved from 10.99% in 2009. Q1 2011 produced EPS of $0.16, which was higher than Q1 2010’s $0.12. The next earnings release is on June 20, with analysts expecting between $0.18 and $0.21. In comparison, Q2 2010 produced $0.15. Tibco faces fierce competition from IBM, and we believe these shares will underperform the general market.



    The company is a provider of infrastructure software for companies to use on-premise or as part of cloud computing environments. TIBCO says it provides companies the two-second advantage™ – the ability to capture the right information at the right time and act on it preemptively for a competitive advantage. More than 4,000 customers worldwide rely on TIBCO to manage information, decisions, processes and applications in real time