Barron´s empfiehlt am 25.3.

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Kicky:

Barron´s empfiehlt am 25.3.

 
26.03.06 22:40
Nachdem hier der Guru (neu angemeldet)verkündet wie toll Barron´s mit den Empfehlungen sei, insbesondere Patriotic Scientific,war ich doch mal neugierig ,kann die Patriotic zwar da nicht finden,aber ist trotzdem interessant:
Here’s a one-page summary of this weekend’s (March 25th) Barron’s:                                                             Steven Tananbaum, GoldenTree Asset Management:Highlighted stocks: His stock picks include long Liberty Global (LBTYA) due to good organic growth, and Clear Channel Communications (CCU) because of under-appreciated innovation. Short XM Satellite Radio (XMSR) and Sirius Satellite Radio (SIRI) because subscriber acquisition costs and capex are too high. Short NutriSystem (NTRI) because it lacks differentiation or product value. Long Anadarko Petroleum (APC) because he believes it’s an acquisition candidate.

Alan Abelson
   * Highlighted stocks: New Zealand Telecom (NZT) “looks like a high-grade investment that pays more than almost any junk bond”, despite weakness of NZ dollar. Central Fund of Canada (CEF) trades at an 8% premium to net asset value; once the silver ETF (SLV) starts trading, a pair trade would be to go long SLV and GLD or IAU, short CEF.
   * Quick comment: But CEF may not be liquid enough for this sort of trade.

Interview: Art Smith, CEO, John S. Herold Inc., Energy Stocks Research Firm:
   * Thesis: Energy fundamentals look fine, valuations cheap, companies have strong cash flow.

   * Highlighted stocks: Giants — ExxonMobil (XOM), Chevron (CVX), ConocoPhillips (COP), Repsol (REP), ENI Spa ADR (E); Large-cap exploration and production — Anadarko (APC), Devon (DVN), Kerr-McGee (KMG), Pogo Producing (PPP), Pioneer National Resources (PXD); Mid-Cap Exploration and Production — Cimarex Energy (XEC), Houston Exploration (THX), Whiting Petroleum (WLL).
   * Quick comment: Bullishness will help the stocks, but impact may be mainly on lesser-know stocks like XEC and REP.

Slim Pickings:
   * Highlighted stocks: Asset management stocks are now expensive, with the group trading at 21x 2006 earnings vs a forward P/E of 15x a few years ago. Expensive stocks include: Legg Mason (LM), Janus Capital (JNS), BlackRock (BLK). “Remaining bargains” include Nuveen Investments (JNC), Federated Investors (FII), Affilliated Managers (AMG) and Waddell & Reed (WDR).
   * Quick comment: “The cheapest of an over-priced sector” isn’t much of a pull to buy these stocks. Impact is likely to be largely negative.

Wendy’s Super Value:
   * Highlighted stocks: Wendy’s International (WEN) is better value than recent IPO Tim Hortons (THI). Wendy’s still owns 85% of Hortons and will spin off its stake to shareholders by the end of the year. Hortons is expensive at 20x 2006 operating income and 16x cash flow.
   * Quick comment: Too much short-term enthusiasm for THI for it to trade down on the article, but WEN could trade up.

   *  Thesis: Cable stocks have been beaten down on fears of competition from the telcos, WiMax and broadband over power lines, and the risk that telcos and cable companies won’t be allowed to charge more to carry video (so-called Net Neutrality). But the Senate Committee on Commerce, Science and Transportation has heard evidence that Net Neutrality might reduce investment in infrastructure and damage consumers. Pessimism on the cable companies is now too great.
   * Highlighted stocks: Comcast Corp. (CMCSA) trades at 6x 2006 cash flow, according to Sanford Bernstein, and is a buy.
   * Quick comment: Interesting argument, but probably not enough to really move the stock.
Kicky:

Jim Cramer empfiehlt am 24.3.

 
26.03.06 22:43
On the March 24 Mad Money, Jim Cramer made the following stock picks in the Lightning Round:

Bullish calls:
Evergreen Solar Inc. (ESLR)
Thornburg Mortgage Inc. (TMA)
Lucent (LU)
Tellabs (TLAB)
DRS Technologies Inc. (DRS)
Countrywide Financial Corp (CFC)
CBIZ Inc. (CBIZ)
Palm Inc. (PALM)
Rite Aid Corporation (RAD)
Cisco Systems Inc. (CSCO)
Apple Computer Inc. (AAPL)
Costco Wholesale Corp. (COST)
Urban Outfitters Inc. (URBN)
L-3 Communications Hldgs. (NYSE: LLL)
Yahoo! Inc. (YHOO)
NetEase.com Inc (NTES)
CVS Corporation (CVS)
Southwestern Energy Company (SWN)
The Dress Barn Inc. (NASDAQ: DBRN)
Alcatel (ALA)
Accredited Home Lenders Co. (LEND)
Houston Exploration (THX)
Brightpoint Inc. (CELL)

Bearish calls:
Computer Sciences Corp (CSC)
Abercrombie & Fitch (ANF)
Geron Corporation (GERN)
Isis Pharmaceuticals (NASDAQ: ISIS)
EXCO Resources Inc. (XCO)
Thomas & Betts Corporation (TNB)
TOM Online Inc. (TOMO)
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