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JimVanMeerten (61.36)

November 2010

Recs

1

Increases in Asian freight spell profits

November 30, 2010 – Comments (0) | RELATED TICKERS: EXPD

Expeditors International of Washington, Inc.(EXPD) is experiencing an increase in revenue of 83% year over year from it's operations in Asia .  They are engaged in the business of providing global logistics services. The company offers its customers a seamless international network supporting the movement and strategic positioning of goods. The company's services include the consolidation or forwarding of air and ocean freight. In each U.S. office, and in many overseas offices, the company acts as a customs broker. The company also provides additional services including distribution management, vendor consolidation, cargo insurance, and purchase order management.

The price momentum of this NASDAQ 100 company brought it into my radar.  The stock has a 100% Barchart technical buy signal with a 7.21% increase in price in the last month.  The stock trades at 52.72 which is above it's 50 day moving average of 48.83..   The 50 day moving average has increase by 19.72% last month and the Relative Strength Index is 65.70% and rising.  You should take notice of this price momentum.

Wall Street brokerage analysts look for great things from this company and project that sales will increase by 48.60% this year and 14.70% next year.  The earnings per share estimates are an increase of 43.20% this year, 15.70% next year and a continuing 5 year annual rate of 14.37% for at least 5 years out,  They above published 6 buy and 11 hold reports for their brokers to push to clients.

The general investing public over on Motley Fool have taken notice and the CAPS members vote 442 to 23 that the stock will beat the market.  The more experienced All Stars agree 162 to 16.

Fool reports that 12 of the Wall Street columnists they follow have published favorable articles about this company's future..

The NASDAQ 100 company has a lot going for it:

1 - 100% Barchart technical buy signal  [more]

Recs

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Weekly Market Recap -- 11/27

November 27, 2010 – Comments (0)

A confusing week to say the least but if you put the headlines aside and just look at the numbers you will see that the market has stalled but not reversed.  We get our data from Barchart and use 3 yardsticks because although they each are a measure of market momentum, they each do it in a slightly different way.  No single yardstick is accurate all the time so if we look at the market in 3 different ways we get a better feel of which way the trend is going.

Value Line Index -- Contains 1700 stocks so it is much broader than the S&P 500 or very narrow Dow 30 -- Shows a caution sign this week

1 - The Index gets a 64% Barchart buy signal  [more]

Recs

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Xerox deserves a second look

November 26, 2010 – Comments (0) | RELATED TICKERS: XRX

Xerox Corporation (XRX) is The Document Company and a leader in the global document market, providing document solutions that enhance business productivity. The Company has expertise in the production and management of documents: color and black-and-white, digital and paper, across networks or on a desktop, in a commercial print facility or a quick-print shop, for the small office or the global enterprise.

The acquisition of Affiliated Computer Systems has given earnings per share a boost.  The company continues to invest in R&D in the area of digital publishing and will be the world leader in this technology.  The low interest rate environment, if it continues, will help keep down the interest costs of this leveraged company.

The recent price momentum has given the stock an 80% Barchart technical buy signal with the stock advancing 29 times and up 39.37% in the last quarter. It trades around 11.78 which is 17.47% above its 50 day moving average of 11.13.  The 14 day Relative Strength Index is 58.82% and rising.

The company has always been a Wall Street brokerage favorite and the Street has published 7 buy, 3 hold and no negative reports released recently.  Although sales are expected to increase by 42.50% this year and  only 6.30% next year the real story in in earnings projections of a 55.00% increase this year and 18.30% next year.

The security continues to be a core position with the general investing public and over on Motley Fool the CAPS members vote 402 to 66 that the price will beat the market with the All Stars voting in the same direction 110 to 55.

Fool notes that the last 12 Wall Street journalists articles have been positive.

Xerox is an old favorite who:

1 - Enjoys recent price movement  [more]

Recs

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It's Biotime's time

November 26, 2010 – Comments (2) | RELATED TICKERS: BTX

This morning I added Biotime (BTX) to the Barchart Van Meerten Speculative portfolio.  BTX. headquartered in Emeryville, California, develops blood plasma volume expanders, blood replacement solutions for hypothermic low temperature surgery, organ preservation solutions and technology for use in surgery, emergency trauma treatment and other applications. BioTime's lead product Hextend is manufactured and distributed in the U.S. by Hospira, Inc. and in South Korea by CJ Corp. under exclusive licensing agreements.

This is a speculative pick based on price momentum alone.  The stock has a 96% Barchart technical buy signal, hit 17 new highs and is up 39.12% in the last 20 trading sessions.

The price is currently at 7.92 which is 71.65% above its 50 day moving average of 5.96.  The Relative Strength index is 75.90% and risng

Jim Van Meerten is an advisor to Marketocracy Capital Managementwho uses his model portfolios not only to manage their mutual funds but also their clients Separately Managed Accounts. You can read his blogs about those model portfolios and investing here and on Barchart Portfolio Blogs. Please leave a comment below or emailJimVanMeerten@gmail.com.

Disclosure: Jim Van Meerten through Marketocracy Capital Management has an interest in the stocks mentioned in this blog.  [more]

Recs

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4 Hot ETFs -- 11/24

November 24, 2010 – Comments (0) | RELATED TICKERS: RFG , JKH , XES

RFG -- S&P MidCap 400 Pure Growth ETF -- 100% Barchart technical buy signal -- 14 new highs and up 9.80% in the last 20 trading sessions -- Trading at 76.01 which is 16.69% above its 50 day moving average of 69.65 -- Relative Strength Index is 70.64% and rising

JKH -- Morningstar Mid Growth Index ETF -- 100% Barchart technical buy signal -- 14 new highs and up 7.60% in the last month -- Trading at 92.47 which is 13.07% above its 50 day moving average of 86.52 -- Relative Strength Index is 66.75% and rising

XES -- Oil & Gas Equipment & Services ETF -- 96% Barchart technical buy signal -- 13 new highs and up 11.14% in the last month -- Trading at 34.59% which is 20.09% above its 50 day moving average of 31.28 -- Relative Strength Index is 66.12%

FVL -- Value Line 100 ETF -- 100% Barchart technical buy signal -- 13 new highs and up 7.21% in the last month -- Trading at 12.94 which is 15.54% above its 50 day moving average of 12.07 -- Relative Strength Index is 68.06% and rising

Jim Van Meerten is an advisor to Marketocracy Capital Managementwho uses his model portfolios not only to manage their mutual funds but also their clients Separately Managed Accounts. You can read his blogs about those model portfolios and investing here and on Barchart Portfolio Blogs. Please leave a comment below or emailJimVanMeerten@gmail.com.

Disclosure: Jim Van Meerten through Marketocracy Capital Management has an interest in the stocks mentioned in this blog.  [more]

Recs

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Electro Scientific lasers in on profits

November 24, 2010 – Comments (0) | RELATED TICKERS: ESIO

This morning I added Electro Scientific Industries, Inc. (ESIO) to the Barchart Van Meerten Speculative portfolio,  ESIO and its subsidiaries provides electronics manufacturers with equipment necessary to produce key components used in wireless telecommunications, computers, automotive electronics, and many other electronic products. Additionally, they produce a family of mechanical and laser drilling systems for production of printed wiring boards and advanced electronic packaging, as well as machine vision products for manufacturers of semiconductors, electronics and other products.

The stock has good price movement and great Wall Street analysts reports.  The security has a 96% Barchart technical buy signal with 13 new highs in the last 20 session and a 17.80% increase in price.  The stock trades at 14.16 which is 28.49% above its 50 day moving average of 11.95.  The 14 day Relative Strength Index is 72.32%

Wall Street brokerage analysts are very high on this stock with 4 buy recommendations based on projections of double digit growth in both sales and earnings.  They estimate sales will increase 68.30% this year and continue by a 17.90% increase next year.  The fantastic earnings projections are to increase by 266.70% this year, 120.00% next year and continue for a 5 year compounded EPS growth of 14.00% annually.

This stock is not unnoticed by the general investor.  On Motley Fool the CAPS members vote 242 to 11 that the stock will beat the market with the All Stars in agreement 101 to 1.  Fool notes that the last 2 articles by Wall Street columnists have been positive.

This stock has:

1 - Recent positive price momentum  [more]

Recs

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Nike fill some big shoes

November 23, 2010 – Comments (0) | RELATED TICKERS: NKE

Nike (NKE) is banking on their new LeBron and Kobe line-up of athletic shoes and athletic wear to rejuvenate the Nike brand. Nike, Inc.'s principal business activity involves the design, development and worldwide marketing of high quality footwear, apparel, equipment, and accessory products. Nike is the one of the largest sellers of athletic footwear and athletic apparel in the world. The company sells its products to retail accounts in the United States and through a mix of independent distributors, licensees and subsidiaries in numerous countries around the world.

The stock has been on a move lately and has a 100% technical buy rating on Barchart.  The stock trades at 85.70 which is 14.02% above its 50 day moving average of 81.29.  The stock has a Relative Strength Index of 66.66% and is rising.  In the last week the price is up 6.47%.

This stock is very popular with the Wall Street brokerage crowd who have published 12 buy and 7 hold recommendations for their brokers to push to their clients.  They predict that sales will increase 8.00% this year and 7.60% next year.  The earnings are estimated to increase by 13.70% this year, 12.30% next year and continue for the next 5 years at a rate of 10.45% per year.

The general investing public likes this company too with the CAPS members on Motley Fool voting 1751 to 116 that the stock will bet the market.  The All Stars are in agreement with a vote of 561 to 20.

Motley Fool notes that the Wall Street columnists they follow have written positive articles 22 to 0.

This stock has a lot going for it:

1 - Recent positive price momentum  [more]

Recs

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Market in Recovery

November 20, 2010 – Comments (1)

The headlines were confusing but the numbers tell it all.  Every weekend we step back from all the hype and use Barchart to get the data for our 3 yardsticks to gauge the market.  3 yardsticks are necessary because although they all measure momentum they each do it in a slightly different way.  Let's see what happened.

Value Line Index -- Contains 1700 stocks so its much broader than the S&P 500 or the very narrow Dow 30 -- Slightly upward trend

1 - 60% Barchart short term technical signa  [more]

Recs

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Wal-Mart keeps on Truckin'

November 02, 2010 – Comments (0) | RELATED TICKERS: WMT

Wal-Mart Stores, Inc. (WMT) is the world's largest retailer. They are engaged in the operation of mass merchandising stores, which serve their customers primarily through the operation of three segments, which are the Wal-Mart Stores segment, the SAM'S Club segment and the International segment.

The company just seems to have world domination as their goal and just might accomplish that.  They are adding higher priced items to boost the sales figures.  They are going after the "Dollar Store" market by opening more of their smaller stores around the US.  Since price is the key they have a plan to eliminate as many of the middle men as possible and buy directly from the manufacturers.  Eliminating the spread taken by the middleman should fall to the bottom line.

I noticed the recent price momentum and Barchart has a 100% technical buy signal.  The price is up 2.74% this month and the Relative Strength Index is 62.36% and rising.  The stock recently traded around 54.73 which is 3.68% above its 50 Day Moving Average.

Wall Street brokerages all recommend the stock as a core position and have published 23 buy and 7 hold report for their clients with no negative recommendations.  They predict a 3.90% increase in sales this year and 5.00% next year.  The savings I discussed above are expected to fall to the bottom line with an increase in earnings per share of 9.80% this year, 9.50% next year and continue for an annual compounded increase of 10.11% for the next 5 years.

If you are looking for a company that has a wide and positive general investor following this is it.  The CAPS members over on Motley Fool vote 5,843 to 748 that the stock will beat the market and the All Stars agree with a vote of 1,394 to 110.

Fool notes that all 33 of the last articles written by Wall Street columnists have been positive.

Wal-Mart deserves attention as a core position because:  [more]

Recs

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Netsol Tech -- NTWK -- sell signal

November 02, 2010 – Comments (5) | RELATED TICKERS: NTWK

This morning I deleted Netsol Technologies (NTWK) from the Barchart Van Meerten Speculative portfolio for negative price momentum and:  [more]

Recs

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Liz Claiborne -- LIZ

November 02, 2010 – Comments (0) | RELATED TICKERS: KATE

Today I deleted Liz Claiborne (LIZ) from the Barchart Van Meerten New High portfolio for negative price momentum and :  [more]

Recs

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Sara Palin

November 02, 2010 – Comments (4)

I know my blogs are supposed to be just about finance and economics but politics does matter and effects both of them.  I've been asked if Sara Palin is really a factor in this election.  My view:

Sara Palin is definitely the Head Cheerleader and will probably win Most Popular but in the end the voters are smart and she will not win Most Likely to Succeed and in not even in the running for Valedictorian.

How do you see her influence?   [more]

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Is Texas Insturment a truenaround?

November 01, 2010 – Comments (0) | RELATED TICKERS: TXN

Texas Instruments (TXN) fell on hard times in this recession but looks like it is poised for a full recovery.  TXN is a global semiconductor company and one of the world's leading designers and suppliers of digital signal processors and analog integrated circuits, the engines driving the digitization of electronics. These two types of semiconductor products work together in digital electronic devices such as digital cellular phones. Other semiconductor products include standard logic, application- specific integrated circuits, reduced instruction-set computing microprocessors, microcontrollers and digital imaging devices.

The stock's price has strong and consistent upward price momentum with 10 new highs in the last 20 sessions and 5 new highs in the last 5 sessions for an 8.58% price increase last month.  The stock has a Barchart 100% overall buy signal and the Relative Strength Index is 69.84% and rising.  The stock recently traded at 29.32 well above its 50 day moving average of 26.47.

Wall Street has predicted this turn around with 19 buy and 16 hold reports published for their clients.  They predict a 33.50% increase in sales this year and 1.00% next year.  The real story in in their earnings estimates of an increase of 116.50% this year and an annual 5 year compounded EPS growth rate of 10.00%.

The has been a lot of positive press lately with Wall Street columnists writing favorable articles 32 to 2.  The general investing public over on Motley Fool has taken notice and the CAPS members vote 1,482 to 111 that the stock will beat the market.  The All Stars agree with a vote of 444 to 19.

This stock looks like a turn around in the making and it's not too late to get on board.

Jim Van Meerten is an advisor to Marketocracy Capital Management who uses his model portfolios not only to manage their mutual funds but also their clients Separately Managed Accounts. You can read his blogs about those model portfolios and investing here and on Barchart Portfolio Blogs. Please leave a comment below or email JimVanMeerten@gmail.com.

Disclosure: Jim Van Meerten through Marketocracy Capital Management has an interest in the stocks mentioned in this blog.   [more]

Recs

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Old Republic International is a sell

November 01, 2010 – Comments (0) | RELATED TICKERS: ORI

Today I'm deleting Old Republic International (ORI ) from the Barchart Van Meerten Speculative portfolio. for negative price momentum and:  [more]

Recs

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Jos A Banks in on the sales list

November 01, 2010 – Comments (0) | RELATED TICKERS: JOSB

One of the rules you have to follow is that you cannot fall in love with a stock.  That's why with sad heart I must cut Jos. A Banks (JOSB) loose from the Barchart Van Meerten New High portfolio.  One sale last week was buy a wool suit at regular price and get $1,000 worth of merchandise free. The sales they are having this week might be a sign but look at the numbers:  [more]

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