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JimVanMeerten (62.32)

August 2010

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Thai economy spicing up

August 31, 2010 – Comments (0) | RELATED TICKERS: TTF

I'm adding the Thai Fund (TTF) my Barchart Van Meerten New High portfolio. The Thia economy continues to be spicy and while the rest of the world seems locked in recession they are managing to grow their GDP by a rate of almost 12%. The Thia Fund is a closed-end, non-diversified management investment company whose primary objective is long term capital appreciation through investments in equity securities of companies organized in Thailand. At the present time most of their investments are in financial services, energy producers, consumer and business services and industrial infrastructure.

This seems to be an investment in the right country and the right industries at the right time to take full advantage of the world recovery.

When I look at a country fund I look not only to see if that country's GDP is growing faster than the world's GDP but also the technical price momentum of the fund. The Fund's price has also been on a tear with 13 new highs in the last 20 sessions including a price increase of 10.02% in the last month. Barchart's technical indicators have 12 of 13 buy signals for a 96% overall buy rating. The 14 day Relative Strength Index is at 75.10% and on the rise. The stock trades at 11.66 well above its 50 day moving average of 10.48.

The Fund has a following on Motley Fool with the CAPS members voting 60 to 6 and the All Stars voting 20 to 2 that the stock will beat the market.

If you're interested is investing in a segment of the world's economy that appears to be ahead of the recovery curve consider the Thia economy and look at the Thai Fund ( TTF). Points to consider:

1 - An economy on track to grow by 12% per annum  [more]

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NL Industries - NL

August 31, 2010 – Comments (0) | RELATED TICKERS: NL

I'm deleting NL Industries (NL) from the Barchart Van Meerten Speculative Portfolio for negative price momentum and :

1 - Trading below its 20, 50 and 100 day moving averages  [more]

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Add Bling to your portfolio

August 30, 2010 – Comments (0) | RELATED TICKERS: AEM

It's time to add a little bling to the portfolio. I'm adding Agnico-Eagle Mines (AEM) to my Barchart Van Meerten New High portfolio.

They are an established Canadian gold producer with operations located principally in northwestern Quebec and exploration and development activities in Quebec, Ontario and Nevada. In addition they have producing properties in Finland and Mexico. They are focused on the expansion and large scale exploration program of its LaRonde Mine which is expected to result in increased gold production and expanded gold reserves.

Gold is both a trading commodity and a major production component for the jewelry and electronics industries. As the economy recovers the demand for jewelry will increase. Right now the Europeans, Chinese and Russians are investing heavily in gold coins and bullion. Good producers like this can always make a profit.

Wall Street brokerages have 9 buy recommendations distributed to their clients based on some out of sight projections. They estimate that sales will increase by 122.40% this year and 25.80% next year. As the price of gold is expected to increase the projections for earnings per share are predicted to have increases of 162.30% this year, 42.50% next year and maintain a 5 year annual EPS growth rate of 59.00%. I can't ignore projections like this in the roller coaster market we are experiencing.

The recent price momentum is very positive. The stock hit 15 new highs in the last 20 sessions and has appreciated 17.18% in the last month. Barchart has an 80% technical buy signal and the stock trades above it's 20, 50 and 100 day moving averages. The 14 day Relative Strength Index is 72.35% and rising. The recent price of 65.10 is well above its 50 day moving average of 59.25.

The stock has a very large and positive following on Motley Fool with the CAPS members voting 1077 to 86 that the stock will beat the market and the All Stars agree 329 to 26.

I added the stock because:

1 -T he production properties are in stable countries  [more]

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We had a weak week

August 27, 2010 – Comments (1)

This week showed a little promise at the end but I'm not holding my breath. Lately we've had a lot of strong Fridays that ended up being a disappointment the following week. Let's step back and forget about the headlines and pundits on TV and use our 3 yard sticks to rationally evaluate where we stand. We use Barchart as our data source and use 3 yardsticks because no single one works all the time. I learned something from the Supreme Court - if you have an odd number you never have a tie. Let's see where we ended.

Value Line Index -- Contains 1700 stocks so its broader than the S&P 500 or very narrow Dow 30 -- recovering but still weak
1 - Index down .11% week over week  [more]

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Price manipulation of Diamond Management -- DTPI??

August 25, 2010 – Comments (0) | RELATED TICKERS: DTPI.DL

I'm not sure about you but I smell something very fishy about the recent price action in Diamond Management & Technology (DTPI) and its acquisition by PriceWaterhouse at $12.50 on August 24th.

You might remember we carried Diamond in the Barchart Van Meerten Speculative portfolio for some time but sold it from the portfolio on August 8th at 9.73 after some really crazy and unexplained price action. The stock was in a trading range around 11 a share when after a pretty normal earnings call on August 4th the stock took an unexplained nose dive from around 11 all the way down to 8.33 in just an hour.

Although the stock recovered in the next few days it continued to trade in the 9.29 to 10.29 range but kept trending downward settling in around 9.50. The stock normally traded between 100K and 200K shares a day. I never could find any reason for the stock to drop and there was no negative press to cause it to keep trending lower.

All of a sudden out of nowhere PriceWaterhouse offers an all cash deal at $12.50 which was an almost 32% premium of the 9.50 price and in a matter of minutes 19+ million shares are traded.

Normal earnings calls do not cause a stock to drop 25% in an hour and then settle lower each day until acquired with a hefty premium.

A lot of people lost money by selling out between August 4th and the buyout announcement on August 24th. If you were one of them you have every right to file an SEC complaint that you feel the stock was manipulated.

Jim Van Meerten is an investor who writes on investing here and on Barchart Portfolio Blogs. Please leave a comment below or email JimVanMeerten@gmail.com.

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

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Articure stills the quivering heart

August 24, 2010 – Comments (0) | RELATED TICKERS: ATRC

I'm adding Articure Inc (ATRC) to the Barchart Van Meerten New High portfolio. They are a medical device company focused on developing, manufacturing and selling innovative surgical devices to create precise lesions, or scars, in soft tissues. Medical journals have described the adoption by leading cardiothoracic surgeons of the AtriCure, Inc. bipolar ablation system as a standard treatment alternative during open-heart surgical procedures to safely, rapidly and reliably create lesions in cardiac, or heart, tissue to block the abnormal electrical impulses that cause atrial fibrillation, a quivering of the upper chambers of the heart.

Wall Street brokerages have 4 buy recommendations published based on estimates that sales will increase 6.10% this year and 12.90% next year. They have made very aggressive earnings projections of increases in EPS of 12.80% this year, 55.90% next year and a 5 year annually compounded EPS increase of 55.00%. I like projections like this.

Barchart has all 13 technical indicators signalling a 100% buy, The stock hit 18 new highs in the last 20 sessions including 5 in the last 5. The price increased 17.09% in the last month with a Relative Strength Index of 81.01% and rising. The stock recently traded at 7.40 well above its 50 day moving average of 6.44.

General investor sentiment as measured on Motley Fool is small but positive with the CAPS members voting by 32 to 3 that the stock will beat the market with the All Stars in agreement 10 to 2. Fool notes that the last 5 articles that Wall Street columnist have written about the company have all been positive.

I considered these points:

1 - Barchart has all 13 technical indicators giving a 100% buy signal   [more]

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C: The penny stock I love to hate

August 23, 2010 – Comments (1) | RELATED TICKERS: C

Before you all jump all over me every time I call Citi (C) a penny stock, officially that's what it is. The SEC's official definition of a penny stock is any stock trading below five dollars a share and the Big C certainly qualifies as a penny stock under that definition.

Normally I don't fault others for recommending a penny stock but in the case of Citi I'll make an exception. I think there is a real lemming mentality when it comes to Citi. On Motley Fool the CAPS members think the stock will outperform the market by a vote of 8868 to 1696 with the All Stars in step with a vote of 1583 to 345. There are 11 Wall Street brokerages that have Citi on their published buy list even though they predict that revenue will continue to shrink by another 1.70% this year.

Why on earth would all these firms stick out their neck for this firm? Could it be that they hope Citi might have some big underwriting deals coming their way and they don't want to anger the sleeping giant?

Are they all expecting a dead cat bounce from this dog? The cat was thrown out the window in September of 2007 at about 45.72 took till March of 2008 to fully hit the pavement of .97 and just been rolling along since. We've waited too long for the bounce.

Do I think Citi will ever recover? Maybe, but there are 12,000 other stocks out there for you to choose from and people are still listening to those smarty pants on Wall Street who told you to buy it at $51 and never predicted the market free fall. Why are you still listening to them? With all these stocks to choose from they can't come up with a better recommendation than Citi?

How about some stocks that are increasing sales, earnings and cash flows. Those are the stock worthy of a buy recommendation.

Does Citi have some patent no other bank has? Are they in some territory no one else can enter? Can Citi do anything better that their 10 next largest competitors can't do just as well. Is it impossible for them to lose market share to any of the other banks?

Is Citi too big to fail or too big to succeed?

I'd like to compare the 5 year performance of my own portfolio on Barchart Portfolio Blogs - the Barchart Van Meerten New High portfolio ( I simply add stocks hitting new highs and cut stocks that start to fall), the S&P 500, the Value Line Index of 1700 stocks and Citi.

Barchart Van Meerten New High portfolio
 - 1 year 29.50% gain  [more]

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Make a bid for Priceline

August 20, 2010 – Comments (0) | RELATED TICKERS: PCLN

William Shattner as the Priceline Negotiator has done a great job in getting public recognition for this company's products. The company has experienced year over year increases of international bookings of over 59%.

If your TV has been broken you might not know Priceline.com (PCLN) pioneered a unique e-commerce pricing system known as a "demand collection system" that enables consumers to use the Internet to save money on a wide range of products and services while enabling sellers to generate incremental revenue. Using a simple and compelling consumer proposition - Name Your Own Price - Priceline.com collects consumer demand, in the form of individual customer offers guaranteed by a credit card, for a particular product or service at a price set by the customer. I have used it myself to bag a 4-Star room in St. Augustine beach for $79 plus taxes.

Wall Street brokerages have published 14 buy recommendations for this stock based on forecasts of increases in sales of 27.80% this year and 20.30% next year. The earnings estimates are even higher at a 44.00% increase this year, 21.80% next year and a 5 year projected annual EPS growth rate of 19.40%.

Technically this stock in on the move. The price hit new highs in 12 of the last 20 sessions for a 34.74% increase last month. 10 of the 13 Barchart technical indicators signal a buy for a 72% overall buy rating. The 14 day Relative Strength Index stands at 73.53 % and the stock recently traded at 297.67 well above its 50 day moving average of 227.50.

Average investor sentiment as measured by Motley Fool shows their CAPS members voting 806 to 288 that the stock will beat the market with the more experienced All Stars in agreement by a vote of 253 to 106. Fool notes that all of the last 16 articles by the Wall Street columnists they follow has been positive.

If you'd like to make a bid for Priceline consider:

1 - Barchart has an overall buy signal of 72%  [more]

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3 Great reasons to buy a gold producer

August 19, 2010 – Comments (0) | RELATED TICKERS: GSS

I'm adding Golden Star Resources (GSS) to the Barchart Van Meerten Speculative portfolio because the 7 Wall Street brokerages that follow the stock predict double digit increases in both sales and earnings going out for at least 5 years.

GSS is an un-hedged gold producer that owns the Wassa gold project in Ghana and controls a number of gold exploration properties in West Africa. The Company is well funded and has strong, operationally focused management experienced in West Africa. The Company has become a producing gold company by consolidating a long-lived production base at Bogoso/Prestea in Ghana. Going forward, the Company plans tol continue to focus on growing its gold business.

Technically this stock is on the move. Barchart technical indicators have 12 of 13 buy signals for an overall 96% buy signal, The stock has hit new highs in 16 of the last 20 sessions including all of the last 5. Along the way it had a 17.35% price appreciation in the last month and trades around 4.71 well above its 50 day moving average of 4.23.

Seven Wall Street brokerages are following this stock and have a consensus estimate that sales will increase 16.10% this year and 11.40% next year. Fantastic earnings projections of increases of 142.90% this year, 58.80% next year and continue at a 5 year annual compounded growth rate of 10.00%.

The general investing public as measured on Motley Fool has noticed these projections and the CAPS members vote 720 to 54 that the stock will beat the market with the more experienced All Stars in agreement 202 to 15. Fool notes that all 3 articles recently written about the company have been positive.

This stock meets my criteria for addition to my model portfolio as a speculative issue because:

1 - The stock is having upward price momentum in more than 50% of the recent trading sessions 2 2 - Wall Street brokerage fundamental analysts predict double digit increases in sales and earnings 3 - There is a wide and positive investor sentiment

Jim Van Meerten is an investor who writes on investing here and on Barchart Portfolio Blogs. Please leave a comment below or email JimVanMeerten@gmail.com.  [more]

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Star Bulk Carriers -- SBLK -- deserves a look

August 18, 2010 – Comments (0) | RELATED TICKERS: SBLK

I'm adding Star Bulk Carriers (SBLK) to the Barchart Van Meerten Speculative portfolio. Once in awhile you find a small company that both the Wall Street brokerages and the public in general are both high on and this stock is it.

Star Bulk Carriers (SBLK) is a global shipping company providing worldwide seaborne transportation solutions in the dry bulk sector. Star Bulk's vessels transport major bulks, which include iron ore, coal and grain and minor bulks such as bauxite, fertilizers and steel products. Currently, Star Bulk has an operating fleet of nine dry bulk carriers, plus definitive agreement to acquire two further dry bulk carriers.

This stock really has momentum. Barchart has a buy signal on 11 of its 13 technical indicators for an 80% buy for both the short term and overall periods. The stock has managed to climb by 20.08% in the last month hitting 17 new highs along the way including 4 of the last 5 trading sessions. The stock has a Relative Strength Index of 73.12% and is rising. It recently traded at 2.93 well above its 50 day moving average of 2.61.

The general public as measured on Motley Fool has really noticed this little stock and has voted 686 to 21 that the stock will beat the market. The more experienced All Stars are also in agreement 268 to 6.

Wall Street brokerage firms normally don't follow a stock this small but they have distributed 3 buy recommendations to their clients and forecast a 100% increase in earnings per share for next year.

Star Bulk Carriers (SBLK) seems to be the little carrier that can. You should consider:

1 - The stock has a Wall Street following with buy recommendations published based on fantastic earnings projections   [more]

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Praxair positioned for the recovery

August 17, 2010 – Comments (0) | RELATED TICKERS: PX

I'm adding Praxair Inc. (PX) to the Barchart Van Meerten New High portfolio.

The reason I like this stock is that the company is already positioned in their markets to supply industrial gases to the growing economies. They are established with customers in China, India and Germany and they're the second largest in their industry with 26,000 employees world wide.

Praxair is also one of the largest industrial gases companies in North and South America. Their primary products for its industrial gases business are atmospheric gases and process gases. The company's surface technology segment, operated through Praxair Surface Technologies, Inc., supplies wear-resistant and high-temperature corrosion-resistant metallic and ceramic coatings and powders. The company also designs, engineers and builds equipment that produces industrial gases through its global supply systems.


Wall Street analysts are high on this stock with 14 buy recommendations published based on projections of sales increases of 12.70% this year and 8.30% next year. Double digit earnings increases of 17.50% this year, 12.40% next year and a 5 year annual compounded EPS growth rate of 12.74% shouldn't be ignored.

Investor sentiment is extremely high with the CAPS members on Motley Fool voting 629 to 23 that the stock will beat the market. The All Stars are very much in agreement with an over whelming vote of 164 to 2. Fool notes that of the Wall Street columnists they follow there have been positive articles 15 to 0.

Now for the real news. Barchart's technical indicators have 12 out of 13 buy signals for an overall 96% buy signal. The stock has appreciated 10.63% in this flat market making 16 new highs in the last 20 trading session. The Relative Strength Index is 68.84% and rising. The stock recently traded at 87.98 well above its 50 day moving average of 82.25.

The points in favor of Praxair Inc. (PX) :

1  - Positioned in an essential industry with a world wide supply network already in place in the key markets of China, India, Germany as well as North and South America  [more]

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EXFO is a sell

August 17, 2010 – Comments (0) | RELATED TICKERS: EXFO

I'm deleting Exfo Inc (EXFO) from the Barchart Van Meerten Speculative portfolio.  The issues:  [more]

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CPI Aerostructures not with it

August 17, 2010 – Comments (0) | RELATED TICKERS: CVU

I'm deletingCPI Aerostructures (CVU) from the Barchart Van Meerten New High portfolio.  The market is recovering but it isn't.  Here are the issues:  [more]

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Time to sit on the sidelines today

August 16, 2010 – Comments (0)

The market opened lower today and in the first few minutes of trading declines out numbered advances. At the time of this post over 64.22% of approximately 6000 actively traded stocks were trading below their 20 Day Moving Average.

At this moment, I think it would be imprudent to recommend adding any new stocks to your portfolio. I will continue to monitor my portfolios for stocks that are not continuing their upward price momentum and will sell those I feel will not recover in the near future.

I will place on my watch list any positions that are performing worse that my market benchmark -- The Value Line Index.

Jim Van Meerten is an investor who writes on investing here and on Barchart Portfolio Blogs. Please leave a comment below or email JimVanMeerten@gmail.com.

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

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This week was scary -- W/E 8/13

August 13, 2010 – Comments (0)

This week as the talking heads kept telling us how strong the economy was recovering the market went down almost every session. Time to step back, ignore the hype and go to Barchart for just the facts. We will still use our 3 standard yard sticks because we know that no single indicator works 100% of the time.

Value Line Index -- Contains 1700 unweighted stocks so I think it better represents the market than the narrow S&P 500 or very narrow Dow 30 -- Down for both the week and the last month
1 - Down by 4.66% for the week  [more]

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The Lake Wobegon Portfolio

August 13, 2010 – Comments (1)

This morning is a time to take a breather and sit back to contemplate. My indicators aren't giving me any sell signals on any of the stocks I presently own and the market seems to be slightly above it's yesterday lows so I'll wait till noon to see what is in store for us today.

Let's take a minute and try to clarify what we really want out of our portfolios. Lots of people are looking for some magic secret that will propel them into the Forbes 400 list in just a matter of weeks. My inbox is filled with SPAM promising that they offer the only newsletter that can show me the secrets of the universe and can reveal to only me the next great penny stock that will go from 50 cents to 100 dollars in the next year. All I can say is: " A fool and his money are soon parted".

There are no secrets to investing. There are no crystal balls that can tell you what the market will do in the next week, month or even next year. There are only 3 things you need to have a superior portfolio:  [more]

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Add some Latin spice to your portfolio

August 12, 2010 – Comments (0) | RELATED TICKERS: GGAL

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.

I'm adding a little Latin flavor to the Barchart Van Meerten Speculative portfolio with the addition of the Argentine bank Grupo Financiero Galicia SA. (GGAL) They are involved in the Financial Services Industry and their principal activity is to continue to be a financial and investment services holding company and to fulfill the banking services activities of Banco Galicia in Argentina. They have 238 full service branches, 620 ATMS and 754 self service terminals throughout the country.

Wall Street brokerage analysts think the company will increase earning per share by 10.00% this year, 50.90% next year and continue a 5 year compounded EPS growth rate of 7.00%.

The stock's price has been out performing most of the US based financial stocks with 11 new highs in the last 20 sessions including 4 of the last 5. The past month has produced a 20.61% price increase. Barchart has a 100% technical buy with all 13 of their indicators signaling a buy. The stock has a rising Relative Strength Index of 74.74% and trades around 7.65 well above its 50 day moving average of 6.25.

The general investing public thinks this stock will outperform the market with the CAPS members on Motley Fool voting 25 to 19 that the stock will beat the market with the All Stars in agreement 12 to 7.

If you need a strong foreign bank stock in your portfolio consider these points about GGAL:

1 - Wall Street brokerage firms think this stock will have increasing earnings for the next 5 years  [more]

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Discountt foods in a discount market

August 11, 2010 – Comments (2) | RELATED TICKERS: FDO

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.

Enough bad news, let's look at a great stock. Family Dollar Stores, Inc. (FDO) is one of the fastest growing discount store chains in the United States. The merchandising concept responsible for this growth provides consumers with good values in low cost, basic merchandise for family and home needs. The merchandise is sold at everyday low prices in a no frills, low overhead, self-service environment. Most merchandise is priced under $10.00. Stores generally range in size from 6,000 to 8,000 square feet and most are operated under leases.

As the general consumer gets the jitters about their future they look for alternatives to cutting the cost of necessities they must buy and these stores are a good alternative. They have over 6,600 stores in 44 states so this is a real national chain. This stock has an A+ financial strength and a conservative management that always tries to increase shareholder value.

Wall Street brokerage firms have 13 buy recommendations published based on estimates that sales will increase by 6.30% this year and 6.10% next year. They project an increase in earnings of 24.60% this year, 14.30% next year and a 5 year annual compounded EPS growth rate of 13.58%.

The company has instituted a very aggressive share buy back program and already bought back 5 million shares. Major purchases by Nelson Peltz and the Trian Fund have made these shares a hot commodity.

The general investor has noticed this stock also and over on Motley Fool the CAPS members feel the stock will beat the market by a vote of 485 to 49 with the All Stars in agreement 158 to 12.

All the fundamental signs are there but for those of you that want a technical confirmation Barchart gives the stock an 80% short term and a 96% overall technical buy signal with 12 of Barchart's 13 technical indicators signaling a buy. The stock trades above it's 20, 50 and 100 day moving averages with a recent price of 41.81, way above its 50 day moving average of 38.98.

You can't ignore the 17 new highs in the last 20 trading sessions and 4 in the last 5 when the market has been down 4 out of 5 days. In a down market this stock has increased by 18.75% in the last month and has a 14 day Relative Strength of 70.87%.

The reasons why I like this stock and I'm adding it to my model portfolios is:

1 - The management of the company is conservative and the company has an A+ financial strength  [more]

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Market ends up but barely

August 07, 2010 – Comments (0)

As I do every weekend I like to take a step back from the trading and hype and look objectively where the market stands. I use Barchart to find my data and I use 3 yardsticks because although each one measures the trend of the market, each set of data has some inherent errors and each measures momentum in a slightly different way. Well where do we stand this week?

Value Line Index -- Contains 1700 stocks so I think it is more representative of the market than the narrow S&P 500 or very narrow Dow 30 -- Trending up but not very strong  [more]

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Sell Staar Surgical - STAA

August 06, 2010 – Comments (0) | RELATED TICKERS: STAA

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio. There are lots of sites that tell you when to buy but fail to tell you when to sell. That's the reason that I run two model portfolios and place all my trades to those models. Buying is only half the story, knowing when the stock has run out of gas is just as important.

I'm selling Staar Surgical (STAA) from the Barchart Van Meerten Speculative portfolio for the following reasons:
1 - Barchart short term 40% sell signal  [more]

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Strong reasons to invest in chemicals

August 04, 2010 – Comments (0) | RELATED TICKERS: HWKN

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.

Hawkins, Inc. (HWKN) is a regional company, which provides a full range of bulk industrial products complemented with the technical competence and ingenuity to formulate and blend specialty chemicals. The Company sells and services related products and equipment to safely dispense chemicals in highly controlled environments.

They manufacturer, blend, and distribute bulk and specialty chemicals. It operates through two segments: Industrial and Water Treatment. The Industrial segment provides industrial chemicals, products, and services to agriculture, energy, electronics, food, chemical processing, pulp and paper, pharmaceutical, medical device, and plating industries. In addition, this segment manufactures sodium hypochlorite and agricultural products, as well as food-grade products, including Cheese-Phos liquid phosphate, lactates, and other blended products. They perform custom blending of chemicals for customers according to customer formulas.

The Water Treatment Segment provides equipment, chemicals, and solutions for potable water, municipal and industrial wastewater, industrial process water, and non-residential swimming pool water.

Barchart's technical indicators signal a 96% overall buy plus a Trend Spotter (tm) buy signal. The stock hit 12 new highs in the last 20 sessions including a 31.22% price appreciation last month. The 14 day relative strength indicator is above 50 at 72.48. The stock recently traded at 32.93 above its 50 day moving average of 2.63.

Investors have found this stock and are very positive on their estimates that the stock will beat the market. On Motley Fool the CAPS members vote 269 to 7 and the All Stars vote 105 to 0 that the stock will beat the market. That is a very positive vote.

Only one Wall Street brokerage analyst is following the stock and he has a strong buy call out to his clients based on his estimates of increased sales and earnings.

If you'd like some reasons to add a chemical stock to your portfolio consider these reasons to buy Hawkins Inc (HWKN):

1  - 96% Barchart overall buy signal   [more]

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Let's go to the movies with RDI

August 04, 2010 – Comments (0) | RELATED TICKERS: RDI

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.

I'm adding Reading International, Inc. (RDI) to the Barchart Van Meerten Speculative portfolio. They are engaged primarily in the ownership and management of commercial properties but not just any properties. They focus on the development, ownership, and operation of entertainment and real property assets in the United States, Australia, and New Zealand. They operate multiplex theatres; and are involved in real estate development and the rental of retail, commercial, and live theater assets. The company anticipates opening of two newly leased cinemas: one in Newcastle NSW, Australia with eight screens with opening scheduled in October 2010; and the Angelika branded cinema in Merrifield, Virginia, with eight screens, with anticipated opening in late 2011.

Reading’s Cinema Exhibition segment owns and operates 53 cinemas with 425 screens, had interests in certain unconsolidated joint ventures and entities that own an additional four cinemas with 32 screens, and managed two cinemas with nine screens. If movie attendance keeps increasing they will benefit.

Although REITs usually benefit for not only from rents on the owned properties but also the increases in the value of the underlying properties this REIT also operates many of the cinemas themselves so you have a triple play:
1 - Rental income  [more]

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5 reason to buy this telecom provider

August 04, 2010 – Comments (0) | RELATED TICKERS: EXFO

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.

I'm adding EXFO Inc., (EFXO) formerly known as EXFO Electro-Optical Engineering Inc., to our Barchart Van Meerten Speculative portfolio. They are a provider of next-generation test and service assurance solutions for wireless and wireline network operators and equipment manufacturers in the global telecommunications industry. The Company operates in two segments: Telecom Division, and the Life Sciences and Industrial Division. The Telecom Division offers a wide range of innovative solutions to assess optical networks, from the core to access, as well as next-generation IP infrastructures and related triple-play services. The Life Sciences and Industrial Division offers solutions in medical device and opto-electronics assembly, fluorescence microscopy and other life science sectors. EXFO's mission is to be a world leader in telecommunications test and measurement equipment.

Recently, EXFO acquired NetHawk Oyj, the second-largest provider of 2G, 3G, and 4G/LTE protocol analyzers and simulators for wireless network equipment manufacturers and network operators, in an all-cash transaction estimated at 37.3 million euros for all outstanding shares on a fully diluted basis, or 27.6 million euros excluding NetHawk’s net cash.

This stock is on a move and hit 16 new highs in the last 20 sessions including 4 of the last 5. Last month saw a 14.61% price appreciation. The stock has a Barchart Trend Spotter (tm) buy signal and trades above it's 20, 50 and 100 day moving average. It recently traded at 6.04 which is above its 50 day moving average of 5.38.

Wall Street brokerage analysts are very high on this stock with 6 buy and a hold recommendation published for their clients. Take a very close look at their projections. They project increases in sales of 31.20% this year and 22.20% next year. Earnings are estimated to increase 90.00% this year, 100.00% next year and maintain a 5 year annual compounded growth rate of 31.00%. If the stock fulfills even half of these projections it's worth looking at.

The general investing public is also high on this stock with the CAPS members on Motley Fool voting 153 to 9 that the stock will beat the market. The more experienced All Stars vote 30 to 0.

I'm adding EXFO Inc (EXFO) to the Barchart Van Meerten Speculative portfolio because:

1 - There is a Barchart Trend Spotter (tm) buy signal  [more]

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Small Caps on a roll

August 03, 2010 – Comments (2) | RELATED TICKERS: CSCX.DL , CMM.DL2

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.Small-Caps are price momentum plays. Normally their sales and earnings projections are just guesses at best so the price action is our best gauge. These are not investments but are speculative situations

Energas Resources (EGSR) through its subsidiary, A.T. Gas Gathering Systems, Inc., engages in the acquisition, exploration, operation, development, and production of petroleum and natural gas properties. It principally operates in the Arkoma Basin in Oklahoma and the Powder River Basin in Wyoming, as well as in Texas.

The stock hit 11 new highs in the last 20 sessions including 4 of the most recent 5 sessions. The price has appreciated 209.52% in the last month. Barchart gives it a 96% overall technical buy and a Trend Spotter (tm) buy signal. The stock trades at .06 with a 50 day moving average of .03.

Cardiac Science (CSCX) develops and markets life-saving external cardiac defibrillator devices and proprietary tachyarrhythmia detection software that monitors and automatically treats cardiac arrest victims. The company's technology has multiple potential applications, including use in external defibrillators and bedside patient monitors widely used in hospitals throughout the world.

The stock hit 10 new highs in the last 20 sessions including 4 of the most recent 5 sessions. In the last month the stock has appreciated 104.71%. Barchart gives it a 100% short term technical buy and a Trend Spotter (tm) buy signal. It traded recently at 2.07 with a 50 day moving average at 1.24.

Wall Street analysts project sales will increase 11.70% but the earnings per share increases are estimated to be 67.70% this year, 54.20% next year and maintain a 5 year annual compounded EPS growth rate of 15.00%

Investors also have found this stock and on Motley Fool CAPS members think the stock will outperform the market with a vote of 49 to 6 with the All Stars in agreement 17 to 2.


China Mass Media (CMM) provides a range of integrated television advertising services, including advertising agency services, special events services to China central television, and production and sponsorship services. It is an independent television advertising company in China who provides integrated communication services. In addition, it solicits sponsors for the public service announcements the Company produces and arranges for such announcements, as well as announcements supplied by certain of its clients, to be broadcast on CCTV, the largest television network in China. The Company has also been the exclusive advertising agent of the most watched television program in China, Chinese New Year Gala.

The stock hit 12 new highs in the last 20 session including 4 of the most recent 5. Price appreciation last month was 64.50%. Barchart has given it a 100% short term technical buy as well as a Trend Spotter (tm) buy signal. It recently traded around 2.78 with a 50 day moving average of 1.97.

Although Wall Street analysts think the earnings will grow by only 7.50%, investors are still high on it according to Motley Fool. Caps members vote 52 to 3 that the stock will beat the market and the All Stars give it a solid 20 to 0 vote.

Remember, these are not investments but price momentum flyers. These are recommended only for aggressive portfolios that can afford the risks.

Jim Van Meerten is an investor who writes on investing here and on Barchart Portfolio Blogs. Please leave a comment below or email JimVanMeerten@gmail.com.

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

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4 Reason to buy Virgin Media - VMED

August 02, 2010 – Comments (0) | RELATED TICKERS: VMED

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.

Virgin Media (VMED) is a broadband communications and media group. The company through its subsidiaries, provides entertainment and communications services in the United Kingdom. They have 3 segments: Consumer, Business, and Content. The Consumer segment offers cable broadband Internet, television, and fixed line telephone services under the Virgin Media brand to residential customers; mobile telephony services through Virgin Mobile, a mobile virtual network operator; and broadband and telephone services to residential customers through third-party telecommunications networks. The Business segment provides a portfolio of voice, data, and Internet solutions to commercial customers, including analog telephony and managed data networks and applications, as well as supplies communications services to emergency services providers. The Content segment operates various television channels, including Virgin1, Living, Bravo, Challenge, and Challenge Jackpot; and owns a 50% interest in the companies that comprise the UKTV Group, a series of joint ventures with BBC Worldwide.

The stock hit 12 new highs in the last 20 sessions including 5 in the last 5. In the last month the price is up 33.69%. This momentum has given it a 100% Barchart technical buy signal. The stock trades at 22.28 with a 50 day moving average of 17.47.

Wall Street brokerages are very high on this company with 12 buy and 2 hold recommendations published, Although they think revenue will only be up 2.90% this year and 3.80% next year they estimate earnings increases of 65.80% this year and 237.00% next year. Pretty healthy projections.

Investors have noticed these estimates and the CAPS members on Motley Fool think the stock will beat the market by a vote of 118 to 64. The All Stars agree with a vote of 49 to 22. Fool notes that of the Wall Street columnists they follow all 10 of the past articles have been favorable.

If you'd like to take a chance on a UK multi-media company thing to consider are:

1 - The stock has recent upward price momentum  [more]

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5 Reasons to buy energy turnaround

August 02, 2010 – Comments (0) | RELATED TICKERS: ENLC

On Barchart Portfolio Blogs I bring to your attention stocks you might want to consider for your portfolio.

Both of my Barchart portfolios are full but there are still some good buys out there.
Crosstex Energy Inc. (XTXI) owns and controls the general partner of Crosstex Energy, L.P., a publicly-traded limited partnership engaged in the gathering, transmission, treating, processing and marketing of natural gas. The partnership has fallen on hard times lately but management is trying to turn it around. They have refinanced some of their debt to more favorable terms, tried to deleverage their positions and made some new ventures into shale oil recovery.

I'm not sure if investors have noticed the turnaround efforts or this might be a good M&A candidate but the stock is on the move in a big way.

The price hit new hits in 12 of the last 20 trading sessions including all of the last 5 sessions. In the past month there has been a 38.13% increase in price. Barchart has a 100% short term buy signal as well as a Trend Spotter (tm) buy signal. The stock trades around 8.30 with a 50 day moving average of 6.54.

Wall Street analysts are predicting a 46.70% increase in sales this year and another 12.60% next year. Earnings per share are estimated to increase 64.80% this year and 105.30% next year.

The investors over on Motley Fool think the stock will beat the market by a vote of 317 to 23 with the more experienced All Stars in agreement 131 to 10.

If you have some extra cash consider Crosstex Energy (XTXI) for the following reasons:

1 - 12 new highs in the last 20 sessions including all of the last 5 sessions  [more]

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