Use access key #2 to skip to page content.

JimVanMeerten (61.83)

February 2010

Recs

3

What really happened this week : February 26

February 27, 2010 – Comments (0) | RELATED TICKERS: TYL

Every weekend on Financial Tides I try to cut through all the headlines and sound bites that just confuse the heck out of me to step back and figure out what really happened in the past week and decide what to do in the next week. As always I get my data from Barchart. I use the same 3 benchmarks so I don't confuse myself.

Value Line Index -- I use this because it contains 1700 stocks making it broader than the S&P 500 or the even narrower Dow 30 - Down .4% for the week but still up 4.65% for the month.  [more]

Recs

5

Google - Do no Evil - Tell that to the EU

February 25, 2010 – Comments (0) | RELATED TICKERS: GOOGL

I was stuck this morning at the car dealership while they were working on my car but at least I got to read the Financial Times from cover to cover. I like to know what they are thinking on the other side of the pond. I found no less than 13 different articles or editorials about Google (GOOG) and how everyone in Europe thinks that the only way Google could be so successful is that they aren't playing fair.

If there is a person on the planet that doesn't know about Google it's best explained in an old press release: "Google is a public and profitable company focused on search services. Named for the mathematical term `googol`, Google operates web sites at many international domains, with the most trafficked being www.google.com. Google is widely recognized as the `World's Best Search Engine` and is fast, accurate and easy to use. The company also serves corporate clients, including advertisers, content publishers and site managers with cost-effective advertising and a wide range of revenue generating search services. Google's breakthrough technology and continued innovation serve the company's mission of `organizing the world's information and making it universally accessible and useful." Some where I also heard the mission was "Do no evil". Tell that to the EU.

What has all Europe in a tizzy is that most of their search engine business models worked under a premise that is you offered local content in the local language and concentrated on local web sites you'd have the market share of the local market. Boy were they off base. In almost every single country Google has the majority of the market share and is growing its market share at the expense of the in country search engines.

Now I realize that Google is not the type of company I normally look at on Financial Tides. It's not a recent momentum stock pick in any ones' book. Recently Barchart's 13 technical indicators have 11 of 13 sell signals for an overall 80% sell recommendation. The stock is still off it's 11/2007 high of 747.24 by 30.25%. So why am I even looking?

There seems to be some opposite views about behemoth companies like Google:
It's too big to fail It's too big to have significant growth

I think both views are wrong. The management at Google realizes that there are a lot of smart people out there that want to shoot them down so they continue to improve the product and come up with new ways to stay ahead of the competition. Kind of sounds like what Microsoft has been doing for years. They continue to do what is important to you and I by finding new ways to monetize the product. Google, after it conquers the world might become the biggest cash cow ever.  [more]

Recs

1

Invest in Arm & Hammer

February 24, 2010 – Comments (0) | RELATED TICKERS: CHD , SCSC

Last week I sold ScanSource (SCSC) and needed a replacement. When I'm on the hunt I first go to Barchart and screen for the stocks having the most frequent price appreciations in the last 20 sessions; take the top 10 and then do some additional screening to see what should be eliminated. The stock I had left was Church & Dwight Company Inc (CHD). The name didn't ring a bell with me and I was surprised to find that was the name of holding company that owns Arm & Hammer; products I've been using for years.

First let's see why it came up on my list. The stock had a price appreciation in 14 of the last 20 trading sessions and was 5 for 5 recently. It has enjoyed a 7.97% price increase in the last month. On Barchart's 13 technical indicators the stock has a buy signal on 12 of the 13 indicators. This stock has the positive and consistent price momentum I like.

On the fundamental side analysts have 5 buy, 9 hold and only 1 under perform recommendation outstanding and 10 of them have increased their EPS estimates for the future in the last 30 days alone. They expect a 4.1% increase in revenue coupled with a 11.3% increase in earnings per share for the coming year. A 5 year compounded EPS growth rate of 12% is projected.

The stock enjoys growing investor sentiment. Some of that might have been triggered by a recent article on The Street.com naming CHD as one of the top 5 Mid Cap Stocks. On Motley Fool CAPS members have noticed and voted that the stock will out perform the market by a vote of 303 to 15 and the All Stars agree 111 to 6. The Wall Street columnists Fool follows like the stock 8 to 0.

The reasons I like CHD:
1 - Recent price appreciation in more than 50% of the last 20 trading sessions  [more]

Recs

1

Axis Capital Holdings beats Zack's EPS estimates

February 23, 2010 – Comments (0) | RELATED TICKERS: AXS

Today's stock pick was found like I always do by using Barchart to screen for the stocks having the most consistent price appreciation recently. Today's stock Axis Capital Holdings (AXS) is just such a stock. It has had price appreciation in 12 of the last 20 sessions and is 5 for 5 recently. In the last month it has enjoyed a 10.71 increase in price and has an 80% Barchart buy receiving a buy signal on 11 of Barchart's 13 technical indicators.

Axis has usually got a bad connotation like in the Axis Powers in WW2 or the Axis of Evil but don't be scared off by the name. This Axis is a Bermuda-based global provider of specialty lines insurance and treaty reinsurance. They offer both insurance and reinsurance for all kinds of property and causality risk as well as a little bit of health insurance. What caught my eye was that they also insure for terrorism and political risks. Many of the companies that would like to invest in politically unstable areas of the globe will be their best customers.

Part of the recent price increase has been that they recently beat the Zack's earnings consensus of 1.31 by turning in an EPS of 1.83. Nice earnings surprise to the upside. Sales are expected to increase by 2.6% but in the last 30 days 3 analysts have upped their new EPS projections. They expect a 5 year compounded EPS growth of 17.1%. That would be nice for my portfolio.

Those same analysts give the stock 7 buy recommendations followed by 4 holds with no under perform or sell ratings.

To gauge investor sentiment I went over to Motley Fool where the CAPS members feel the stock will out perform the market by a vote of 113 to 8 with the All Stars in agreement 50 to 4. The Wall Street columnists Fool follows also agree 9 to 0.

What's to like:
1 - Positive price momentum in better than 50% of the recent trading sessions  [more]

Recs

1

Can't get enough memory???

February 22, 2010 – Comments (0) | RELATED TICKERS: ISSI

One of the hottest stock this week is Intergrated Silicon Solutions (ISSI). The company designs, develops and markets high performance memory devices including static random access memory, low and medium density dynamic random access memory, and nonvolatile memory, as well as voice recording devices and certain microcontrollers and embedded memories. Their memory devices are used in networking applications, telecommunications, data communications, disk drives and other peripherals, personal computers, office automation, instrumentation and consumer products. Can you have too much memory.

I was screening on Barchart for stocks have the most frequent price increases in the last 20 sessions and ISSI had 15 in the last 20 sessions plus 5 in the last 5. The price appreciation has been 82.58% for the period. Barchart's technical indicators signal 12 of 13 buy for a 96% buy rating.

Analysts also have a buy recommendation on the stock with an estimate for next year of a 14.5% increase in revenue and 29.4% for earning per share. Even better a 10% compounded 5 year EPS is expected.

Over on Motley Fool the CAPS members think the stock will out perform the market by a vote of 76 to 14 with the All Stars in agreement 15 to 1.

This is a stock you might want to get below 9 with a stop loss of no less than 8.

Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email JimVanMeerten@gmail.com

Disclosure: No positions at the time of publication   [more]

Recs

8

Is someone buying Krispy Kreme?

February 22, 2010 – Comments (0) | RELATED TICKERS: KKD

I'm from the south and one of the first things I experienced my freshman year is college was a breakfast of Krispy Kreme (KKD), the breakfast of champions. Once you've had one coming right off the line you're hooked. This is the donut with a cult following and just won't go away. A few years ago, KKD was the darling of the investment community with major plans to take their gourmet vices into China. They were opening stores left and right but seemed to just get too big for their britches -- along with the rest of us that were goggling up those treats.

Lately the stock has just languished and not done very much. In the past month something has been happening. All of a sudden KKD came up on my Barchart screener for stocks having the most frequent price appreciations. The price has been moving up and the stock had price appreciation in 7 of the last 20 trading sessions and 4 of the last 5. In the last 20 sessions there has been a 15.38% price increase. The stock is enjoying very positive ratings on Barchart's short term technical indicators.

Analysts are not real high on the stock but do predict a 20.5% increase in earning per share this year and a 15% EPS 5 year growth rate.

Why the priced movement? There are some rumors that Wendy's or some other chain may either buy the company outright or begin offering their donuts as a breakfast item. KKD has been known to sell smaller versions of their donut frying machines that can be used as an alternate to owning a whole store.

This is a stock to watch and maybe place a stop on the 20 day moving average in case the rumor is full of holes.

Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email JimVanMeerten@gmail.com

Disclosure: no positions at the time of publication   [more]

Recs

1

11 stocks to watch this week

February 21, 2010 – Comments (0)

Each weekend I use Barchart to screen for a list of stocks that I think may be of interest to my readers in the coming week. I am not recommending these stocks, I just want to share with you a screening process and it's up to you to do further research and see if there is a place in your portfolio for these issues.

I start with the list of stocks hitting new highs and lows for the last 20 days and sort for frequency. I then take the top 10 from each list that have hit new milestones in at least 50% of the last 20 sessions. That list of the 10 top gainers and 10 top losers is where I start.

I put them all in a test portfolio and then start eliminating stocks. First I cull any that do not score as 80% short term buy or sell signal on Barchart short term technical indicators. Next I cull any that do not have a positive or negative price change for the last 5 days. That list leaves me with just 11 issues out of the original 20. I list the information from Barchart and Yahoo Finance that is available to all of you.

Long Positions:

PTIE -- Pain Therapeutics is developing a new generation of opioid painkillers.Opioids are drugs derived from the poppy plant. The company uses technology to reformulate opioid drugs, such as morphine, into new painkillers with improved clinical benefits. The company has four opioid painkillers in Phase II clinical trials. The company believes its drugs offer enhanced pain relief, fewer adverse side effects and reduced tolerance and addiction compared to existing opioid painkillers.

The issue has hit new highs on 17 of the last 20 sessions with a 19.11% price appreciation in the last month. Analysts think the stock will increase sales 137.1% next year and have a 5 year compounded EPS growth rate of 83.0%

MEND -- Micrus Endovascular Corporation is a medical device company that develops, manufactures and markets implantable and disposable medical devices used in the treatment of cerebral vascular diseases.

Increases in price in 17 of 20 sessions plus an increase in price of 33.66%.

ISSI -Integrated Silicon Solutions designs, develops and markets high performance memory devices including static random access memory, low and medium density dynamic random access memory, and nonvolatile memory, as well as voice recording devices and certain microcontrollers and embedded memories. Their memory devices are used in networking applications, telecommunications, data communications, disk drives and other peripherals, personal computers, office automation, instrumentation and consumer products.

The stock has had a price appreciation on 14 of the last 20 sessions and a 46.11% price increase of the month. Analysts look for sales to grow 14.5% and EPS by 29.4% nest year with a 10% 5 year compounded EPS growth for the next 5 years

ZARLF -- Zarlink Semiconductor delivers wired, wireless and optical connectivity solutions that bring together networks and people, and it provides highly specialized ultra low-power chipsets for use in medical applications. Zarlink customers include Samsung, Motorola, Alcatel, Mitsubishi, Cisco, Sony, Nortel, Lucent, Siemens, Ericsson and Fujitsu.

Price appreciation in 14 of the last 20 session with a price appreciation of 54.45%. Analysts look for sales increase of 9.8% plus EPS growth of 1500% (off a loss) and a 5 years EPS growth of 12.5%.

SLE -- Sara Lee Corporation is a global manufacturer and marketer of high-quality, brand-name products for consumers throughout the world. The company's mission is to continue to build leadership brands in consumer packaged goods categories. The company has three global businesses: Food and Beverage, Intimates and Underwear, and Household Products through which it manufactures and markets products of exceptional quality and value under leading, well-known brand names such as Sara Lee, Earth Grains, Jimmy Dean, Douwe Egberts, Chock full o' Nuts, Hanes and Playtex.

13 price increase in the last 29 sessions with a 14.79% price increase. Analysts estimate an increase in sales of 4.0% with EPS growth of 8.9% next year plus EPS growth of 8.77% for the next 5 years.

PRGO -- Perrigo Company, is the nations largest manufacturer of store brand over-the-counter (non-prescription) pharmaceutical products and also manufactures store brand nutritional products. Store brand products are sold by national and regional supermarket, drugstore and mass merchandise chains under their own labels and compete with nationally advertised brands. The Company's products include analgesics, cough and cold remedies, antacids, laxatives, feminine hygiene and smoking cessation products, and vitamins, nutritional supplements and nutritional drinks.

Price appreciation in 13 of 20 sessions and a price increase of 16.73% for that period. Analysts estimates of sales up 7.9%, EPS up 9.2% and 5 year EPS growth of 17.45%

LANC -- Lancaster Colony Corp. manufactures and markets three families of products: Glassware and Candles; Specialty Foods; and Automotive. Consumer glassware includes a diverse line of decorative and ornamental products such as tumblers, bowls, pitchers, jars and barware. The food products manufactured and sold include salad dressings and sauces; fruit glazes, veggie dips and fruit dips; frozen unbaked pies. It also manufactures and sells a complete line of rubber, vinyl and carpeted car mats both in the aftermarket and to original equipment manufacturers.

13 of the last 20 session have had price increases with a 14.58% price appreciation. Analysts think EPS will be up 43.33% this year and revenue up 4.1% next year.

Sell or Short positions -- If you own these consider selling; if you're experienced you might short these:

DTSI -- DTS, Inc. is a digital technology company dedicated to delivering the ultimate entertainment experience. DTS decoders are in virtually every major brand of 5.1-channel surround processors, and there are more than 300 million DTS-licensed consumer electronics products available worldwide. A pioneer in multi-channel audio, DTS technology is in home theatre, car audio, PC and game console products, as well as DVD-Video, Surround Music and DVD-ROM software.

Price decreases in 14 of the last 20 sessions for a loss of 12.41%.

PBIB -- PBI Bank, Inc. provide quality banking services, great rates and excellent customer service. We believe PBI Bank represents the future of banking and our growing customer base agrees. PBI Bank, Inc. is headquartered in Louisville, KY. They have many banking centers across Central Kentucky to serve our customers banking needs.

Price deceases in 13 of the last 20 sessions plus a 23.73 Loss in price

ELGX -- Endologix, Inc. develops, manufactures and markets products for the treatment of coronary and vascular diseases. A leader in the emerging field of vascular brachytherapy, Endologix, has developed a unique method for the delivery of radiation to prevent restenosis following the interventional treatment of atherosclerosis.

11 prices losses in 20 sessions for a 15.62% loss.

Bonus stock:

This is a stock you may eventually hate. It has no revenue and has a lost of competition and it's price action may for tell a pump and dump. This is a lotto ticket.

NGLF -- National Golf Emprioum -- 17 price increase in to session for a 200% price increase -- only for the most experienced speculators.

Don't buy or sell any of these without through research to see if the trades are right for you.

Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email JimVanMeerten@gmail.com

Disclosure: no positions in any of these stocks at the time of publication   [more]

Recs

4

Are we in a Tiger rally?

February 20, 2010 – Comments (0) | RELATED TICKERS: SCSC

For those of you who think that financial columnists should be able to tell you exactly why the market went up or down each week you won't find that in my column. I just want to know what happened and I'll let the others give you what they think were the 58 different causes of last week's improvement. I'll just say that the anticipation and then the execution of Tiger's attempt to salvage his reputation saved the market and that guess has as much validity as anyone elses' prognostications.

First let's visit the Conference Board's report on the Leading Economic Index -- LEI. You'll remember that this is a once a month report I use to get a quick gauge on the state of the economy. The LEI was up .3% for the tenth month in a row with the Coincident Economic Index up .2% and the Lagging Economic Index is still declining at .1% but slowing. That makes 2 up and the Lagging slowing -- good signs of good things happening.

Now on to my 3 Barchart indicators that I follow:

The Value Line Index -- contains 1700 stocks so it's broader than the S&P 500 and the narrower Dow 30 -- up 3.45% for the week which is the second week in a row of price appreciation  [more]

Recs

5

Join a product recall

February 19, 2010 – Comments (2)

I'd like you all to join me in an effective product recall. We all agree that when a product does not work the way the seller promised us it would it's a fraud on the public and the product should be recalled. We should all have the right to send the product back and have our money refunded. It really becomes a problem when the product is ineffective and doesn't work at all or worse injures the public.

The representatives we sent to Washington think they should have the right to call the President of Toyota to come from Japan, bow before them and take a whipping in public for knowing he had a problem and taking too long to fix it. Some are even asking for his resignation. Let's use the same standard on them.

We sent them to Washington to fix some problems. We even identified the problems we wanted fixed. We wanted effective financial regulation with jobs for everyone between 18 - 65 who is able bodied. We wanted affordable housing and secure communities. Every American should be able to have nutritious food, decent medical care and an opportunity to an education. We wanted full funding for our military so that when we send them into a conflict that is in our interest they have all the tools and the go ahead to get the job done safely, quickly and effectively and get home fast. We want secure borders.

I don't know about you but I feel that they have postured and discussed and did ineffective fact finding worse than Toyota ever dreamed of.

I am tired of Washington not fixing the problems we have all identified for them. They have promised us that they agreed with our requests and they had what it took to fix them. All we had to do was vote for them -- and maybe send a few bucks to their campaign chests.

I haven't seen a single problem fixed; in fact some are even worse. It's time for that product recall to happen. The representatives in place are ineffective and even detrimental to the health of America.

When you go to the polls, start the product recall. I don't care if the candidate is a Democrat, Republican, Libertarian or independent; the party I want to see out of office is the Incumbent Party.

The way to turn around our economy is to get a new ship and a fresh crew.

We need new blood and new ideas. Let's all clean house, go out and find new candidates that can think outside the box and get the job done.

It's been said insanity is doing the same thing over and over and expecting a different result. Isn't that what we've been doing? We send the same people who were ineffective back to Washington hoping they will be effective this time.

Join me in a total product recall of the product we sent to Washington. Join me in a defeat of the Incumbent Party and send them all home.

Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email JimVanMeerten@gmail.com.   [more]

Recs

6

Sirius - Seriously?

February 18, 2010 – Comments (8) | RELATED TICKERS: SIRI , LIN , GNET.DL

Back when I was a student I used to spend hours in the library reading Trendlines and Value Line. I learned two important lessons: always know what industries are presently enjoying the best price momentum and then find the best companies in those industries. According to Barchart the strongest industry in the last 30 days has been the broadcasting industry. I begin my search by sorting the industry for the stocks having the best current relative strength and limit my research to the top 10.

To help me whittle down the list I use Barchart's 13 technical indicators and eliminate those that rank below 100% on all 13 indicators. Last, I want to make sure that the stock had a price appreciation in the last 5 days. I'm left with just 4 stocks. Let's research them one at a time.

Sirius XM (SIRI) -- according to their press release: Sirius Satellite Radio is building a digital satellite radio system that will broadcast up to 100 channels of music and entertainment programming to motorists throughout the continental United States. The company plans to offer channels of commercial-free music and channels of news, sports and entertainment programming for a monthly subscription fee. Sirius Satellite Radio has an exclusive agreement with Ford Motor Company to install Sirius receivers in Ford vehicles.

The stock had 8 price advances in the last 20 sessions and increased in 4 of the last 5 days. It has a buy on all 13 of Barchart's technical indicators and had a 56.72% increase in the last 30 days.

On the fundamental side analysts estimate that sales will increase 11.2% next year with a whopping 91.7% increase in earnings per share. The 5 year compounded growth rate is expected at 30% per year. They give the stock 3 buy and 3 hold recommendations.

Lin TV Corp (TVL) -- LIN TV Corp. is a pure-play television company covering the United States and Puerto Rico. They own and operate television stations and provide management or sales services to television stations. Under local marketing agreements, they provide substantial portions of the broadcast programming for airing on another station in the same market as a station they own and operate and sell advertising time for that station.

The stock has enjoyed price appreciation in 10 of the last 20 sessions and had 3 increases in the last 5 days. It too gets 100% rating on all 13 of Barchart's technical indicators and had a 27.38% price increase in the last 20 sessions.

Analysts consensus is for a 23.7% increase in sales and a 1133% increase in EPS. Sounds big but that's voodoo math coming from a loss this year. There is only 1 hold recommendation out there.

Global Traffic Network (GNET) -- Global Traffic Network is a provides custom traffic and news reports to radio and television stations outside the U.S. The Company is a Delaware corporation that, through its two wholly-owned operating subsidiaries, provides customized traffic and news reports to affiliated radio and television stations, in exchange for commercial airtime inventory. The Company operates traffic and news network in Australia, and is quickly ramping operations in Canada. In exchange for providing custom traffic and news reports, television and radio stations provide Global Traffic Network with commercial airtime inventory that the Company sells to advertisers. As a result, radio and television stations incur no out-of -pocket costs when contracting to use Global Traffic Network's services.

Again this stock hits 13 out of 13 for Barchart's technical indicators. The stock had 10 price increases in the last 20 sessions and is 3 for 5 recently. The price increase in the last 20 sessions was 12.67%.

Analysts expect a 10.3% increase in sales and earnings increase of 1050%, coming off a loss. Recommendation of 3 buys and a hold are there.

Sinclair Broadcast Group (SBGI) is the last to make the cut. Sinclair Broadcast Group is a diversified broadcasting company that owns or provides programming services pursuant to local marketing agreements to more television stations than any other commercial broadcasting group in the United States.

With all 13 of Barchart's technical indicators signaling buy the stock had 4 price appreciations in the last 20 session but is 3 for 5 recently. 19.46% price increase in the last month isn't bad.

Fundamentally this is the weakest stock with revenue expected to decrease by 1.2% next year but earning up 10.2%. With only a 3% growth rate consensus for the next 5 years the stock still enjoys 2 buy and 2 hold recommendation from analysts.

I'm not sure what your opinion is but it sounds like Sirius XM Radio (SIRI) is the pick from this bucket of broadcasting stocks. Yes this is a penny stock trading at close to a dollar a share but with volume up to 9 million shares a day, it's a penny stock we can all love.

Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email JimVanMeerten@gmail.com.

Disclosure: No positions at the time of publication   [more]

Recs

2

Medical devices are in demand

February 17, 2010 – Comments (0) | RELATED TICKERS: MEND.DL

Each day when I screen on Barchart for the stocks that are hitting new highs the symbol MEND - Micrus Endovascular keeps coming up. When I sort for frequency this stock had 14 price advances in the last 20 trading sessions and had 4 in the most recent 5 days. It has enjoyed a 31.51% price increase in the last month. Barchart's 13 technical indicators hit a buy signal on all 13 indicators for a 100% buy rating

Micrus Endovascular Corporation is a medical device company that develops, manufactures and markets implantable and disposable medical devices used in the treatment of cerebral vascular diseases.

Zack recently upgraded this company to a buy and other analysts agree. 11 analysts have increased their earning per share estimates in just the last 7 day. The consensus is for a 14.2% growth in sales and a 7.0 growth in EPS. The 5 year compounded EPS growth is estimated at 32.2%. Wall Street has 11 buy recommendations out with only 2 holds.

Other sites agree -- Motley Fool members think the stock will out perform the market by a vote of 72 to 4 with the All Stars in agreement 19 to 2. The Wall Street columnists Fool follows like the stock 16 to 0.

What more could you want in a stock:
1 - Recent upgrade by Zacks  [more]

Recs

3

Tyson - The other white meat

February 16, 2010 – Comments (1) | RELATED TICKERS: TSN

When I begin to search for new stocks I always begin the same way using Barchart to run a list of the stocks having recent price appreciation and then sorting for the stocks that have had the most frequent price appreciations in the last 20 trading sessions. I then run through a sorting process to weed the list down further. My pick for today is Tyson Foods Inc (TSN) .

I'll go into the reasons in a moment. I don't know about you but I am eating a lot more chicken. Many of my friends are eating less red meat and those that haven't gone over to the dark side and become total vegetarians are restricting themselves to fish and chicken. Having been raised in the south I like chicken just about any way you can fix it: grilled, fried, baked, but I still like it with the skin on -- I'm not totally nuts yet.

Tyson Foods, Inc. is an integrated producer, processor and marketer of chicken and poultry-based food products. Tyson supplies chicken products through food service, retail grocery stores, club stores and international distribution channels. The core business is chicken in the United States; but they also make corn and flour tortillas under the Mexican Original brand and through its subsidiary Cobb Vantress, a chicken breeding stock supplier. If you haven't heard of the brand you don't eat chicken.

The stock is on my list because it has hit new highs in 12 of the last trading sessions and is 5 for 5 recently. The stock had a 22.45% price appreciation in the last 30 days and has 13 of 13 buy signals on Barchart's technical indicators for a 100% buy rating.

Of the 13 analysts following the stock 11 have revised their next years EPS estimates in the last 7 days. The consensus is for a 4.2% revenue growth next year coupled with a 5.1% increase in earning per share. They estimate a 8.5% compounded EPS growth for the next 5 years. Brokerage analysts give the stock 6 buy and 7 hold recommendations.

Short interest has also been decreasing from a high of 14 million shares last year down to 9 million at the end of January.

Just to double check my research I went over on Motley Fool and the CAPS members think the stock will outperform the market by a vote of 191 to 72 with the All Stars in agreement 55 to 15.

This is what I look for in a stock:
1 - The stock is having price appreciation in more than 50% of the recent trading sessions  [more]

Recs

3

Time to short the Euro???

February 15, 2010 – Comments (5) | RELATED TICKERS: EUO

Each weekend I always step back and try to cut through all the noise and see what the state of the market really is. I use Barchart to get all my data and try to use a consistent methodology so I get the feel of what is really happening. Let's look at the 3 sets of data I use to see where we're at this week.

Value Line Index -- this index uses 1700 stocks so it's much broader than the narrower S&P 500 or Dow 30 -- Up 2.54% this week -- Last month down 2.89% but up 1.57% so far this month -- Let's call it recovering
1 - Barchart's technical indicators signal a buy on only 5 of the 13 signals for an overall rating of hold  [more]

Recs

1

Stock to sell or short today - February 11,02010

February 11, 2010 – Comments (0) | RELATED TICKERS: SKY , BIOS , NTRI

The following stocks are being deleted from my model portfolios for poor price performance and failure to maintain a price above even the 100 day moving averages :

VM500 - S&P 500 portolio - SKY - Skyline

VMNHI - the new high portfolio for stocks trading above 100K shares a day and above $5 -- Bios -- Bioscrip Inc

Both VMSIX - S&P 600 portfolio and VMSLO - portfolio for stocks hitting new highs but trading less than 100K shares a day and/or less than $5 -- WXS - Wright Express

VMSHT - short porfolio -- NTRI - NutriSystems - has had a price collapse and has been ADDED to the short portofolio

Jim Van Meerten is an investor who write on financial matters here and on Financial Tides. Please leave a comment below or email JimVanMeerten@gmail.com

Disclosure - no positions in these stocks at the time of publication   [more]

Recs

1

Stock picks for Feburary 11, 2010

February 11, 2010 – Comments (2) | RELATED TICKERS: NQM , TBNK , MEND.DL

The following stocks might be possible additions to your portfolio. Use BarChart to find further information:

NQM - Nuveen Inv Quality - closed end Muni bond fund -- recent price appreciation in 5 of 5 days

CRWG - Crowdgather -- a OTC bulletin board stock -- social networking -- recent price appreciation in 5 of the last 5 trading sessions

MPAC -- Mod - Pac -- a small run specialty printing firm -- recent price appreciation in 5 of the last 5 trading sessions

TBNK -- Territorial BanCorp -- small regional banks are hot and this one is in the prime market of Hiwaii -- 5 of 5 days of price appreciation

MEND --Micrus Endovascular -- medical devices --5 straight day of upward momentum

These are just a start -- please use Barchart and your own tools before adding to your portfolio

Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please leave a comment below or email JimVanMeerten@gmail.com

Disclosure -- no positions in these stocks at the time of this publication.   [more]

Recs

3

Small regional banks are hot

February 09, 2010 – Comments (0) | RELATED TICKERS: SASR

As always I start my quest for the next great stock by taking the new high list on Barchart and sorting for frequency. I then take the top 10 and look for something interesting. Yesterday when all the major banks were getting hit on the chin the smaller and regional banks seemed to be doing better. Sandy Spring seems to be that small bank I'm looking for.

SANDY SPRING ( SASR ) is a bank holding company for Sandy Spring National Bank of Maryland. The bank is community oriented, and conducts a full-service commercial banking business through community offices located in Montgomery, Howard, Prince George's and Anne Arundel counties in Maryland. Looks like they are in a very strategic geographic region.

The analysts are beginning to take note and Janney Montgomery Scott, FBR Capital and Robert W. Baird have all recently upgraded their recommendations on this stock. In the last 7 days there has been 5 upward EPS revisions and the consensus is that there will be an increase in revenue of 6.7% plus an EPS improvement from a 28 cent loss this year to a profit of 83 cents. Nice EPS improvement.

On the technical side Barchart has 4 of the 5 short term technical indicators as a buy with one hold for an 80% short term rating. The stock had 13 new price appreciations the last month for a 48% price gain.

Now I'm not sure which banks are going to survive but I do know that the industry as a whole will survive. The industry is just too vital to the economy and the way we all do business everyday not to have a place in our communities. Small community banks will survive and Obama has promised to make that happen and give them support.

I'm taking a flyer on this one and adding Sandy Springs ( SASR ) to my VMSLO portfolio. This is the more risky of my 2 model portfolios but it goes in the risky portfolio because the trading volume recently has been below 100K shares per day.

Jim Van Meerten is an investor who writes on financial matters here and on Financial Tides. Please make a comment below or email JimVanMeerten@gmail.com

Disclosure: I hold no positions in SASR at the time of publication.   [more]

Recs

2

Washington's hot air deflates the market

February 07, 2010 – Comments (2)

I just returned from a week in Orlando at the Money Show. The speakers were terrific and I came back with a lot of good ideas that I'll share in the coming weeks. I'm not sure what happened to your portfolio but I came back to a lot of triggered stop losses. My Wall Street Survivor portfolio is down 1.97% for the month which puts me back in 6th place behind this months winner so far, Tobin Smith who has a 1.56% gain.


Most speakers at the Money Show had different opinions on the market, how to play it and what's in store for the next 6 months but one thing they all agreed on was that earnings, the economy and job numbers are not being properly factored into this market. Things are improving but every time someone in Washington opens their mouth the hot air deflates the market. Is the hot air deflating your portfolio?


Let's take a step back and see how the market did. As usual I'll use Barchart for my data.

Value Line Index -- I use this index because it contains 1700 stocks making it broader than the narrower Dow 30 or the S&P 500 -- this week down by .95%  [more]

Featured Broker Partners


Advertisement