All posts tagged "stock picks"

  • Doug Kass Expects Annuity Issuers to Profit

    Doug Kass is reportedly bullish on the prospects of life insurance companies MetLife (MET), Lincoln National (LNC), and Prudential (PRU) based on their ability to generate profits from increased demand of annuities.  All three are producing good...

    • Posted August 1, 2011
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  • laszlo birinyi
    Laszlo Birinyi Hasn’t Changed His Bullish Stance

    Long-time market commentator Laszlo Birinyi (a frequent guest on the late Louis Rukeyser’s Wall Street Week) doesn’t see anything derailing this market from appreciating 60% over the next few years. Birinyi says to avoid consumer staples and...

    • Posted June 10, 2011
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  • Weyerhaueser & Cut
    A Look at Weyerhaeuser

    CNBC took a somewhat misleading look at the past and future of Weyerhaeuser (WY), a holding in the SMA portfolio. The commentator, Brian Sullivan, claimed WY was one of the worst performing stocks in the S&P 500...

    • Posted May 11, 2011
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  • A Positive Review of the Oil Industry

    Barron’s features an article by Dimitra Defotis who points out the attractiveness of North American oil stocks in a rising oil price environment.  Oil is one of my favorite groups since it’s a resource that is in great demand...

    • Posted January 18, 2011
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  • David Einhorn’s Stock Picks

    David Einhorn was on CNBC yesterday and explained why he likes Vodaphone, Sprint, Pfizer, CareFusion, and Apple currently. Einhorn said he was 30-35% net long and gold was his largest position. ***

    • Posted December 7, 2010
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  • Perhaps a Safer Way to Play Emerging Markets

    Daniel Fisher has written an article for Forbes highlighting several domestic stocks with large international sales exposure.  Fisher indicates that investing in U. S. based stocks is probably safer than going overseas. Forget about buying shares in...

    • Posted November 30, 2010
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  • Bill Miller Says Stocks Cheapest Since Early 80’s

    Bill Miller, the mutual fund manager famous for beating the S&P 500 15 straight years, then falling on his face, says now is the best time to buy stocks since the early 1980’s. In an interview with...

    • Posted October 21, 2010
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  • Medtronic Appears Cheap

    I purchased Medtronic (MDT) on Wednesday at $30.90 in my personal account. So it was nice to see a blog post from Vitaly Katsenelson supporting the opinion that MDT is a buy. Apparently Barron’s featured a negative...

    • Posted August 27, 2010
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  • Stocks Are Beginning to Look Attractive Again

    As the market stairsteps lower, investors are being presented with some very enticing opportunities. I maintain a separate account from the portfolio featured at this site (in which we are getting close to a TTS buy signal)....

    • Posted August 25, 2010
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  • Should Investors Focus on High Yielding Equities?

    Chuck Carnevale, in an article posted at Seeking Alpha, analyzes whether it’s preferable for investors to focus on higher yielding stocks. Carnevale looks at quality and historical growth rates and comes to the conclusion that investors would...

    • Posted May 17, 2010
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