May 26, 2009

United Technologies is Compelling

The StockAdvisors points out that United Technologies is a compelling buy. Positives for the company include:

  • 10-year earnings per share (EPS) growth rate of 14.5%
  • Over the past 3 years, UTX has had an average Free Cash Flow (FCF) of $4.3 billion per year.
  • Pays investors a healthy dividend yield of 3.0%, equivalent to $1.54 per share.

Schlumberger is a Standout

The StockAdvisors are calling Schlumberger a standout. The article is rather speculative, as the share price of the company will rise and fall with the price of oil. From the article:

"So if oil’s recent lows in the mid-30s mark a bottom—a very good bet—Schlumberger’s earnings should turn up in 2010, while the share price may already have turned around."

May 21, 2009

Can Proctor and Gamble Double In Size?

SA author Andrew Corn looks at P&G's growth strategy which revolves around expanding sales in developing economies such as India. From the article:

"Driving the shift is basic demographics. Most of the world's population lives in countries that P&G considers "developing" markets, nations outside North America, Western Europe, Japan and Korea. About 90 percent of the world's babies are born in these countries, creating a market ripe for P&G products."

For Fool fans, they own shares of the company.

Deep Value in Marathon Oil

An interesting article on SA this morning notes that shares of Marathon Oil are one of the few remaining "deep value" stocks on the market right now after the small bull run that has taken place over the past few weeks.

Oil can't stay this low forever (it has been steadily creeping up over the past couple of weeks). This may be a great time to take advantage of a deeply discounted stock.

May 19, 2009

On Mueller Water Products

The Fool has a small write-up on Mueller Water products, one of its Hidden Gems selections where they argue that despite a $500 million first quarter loss, the future still looks bright for the company.

$35 Price Target on Payches

The StockAdvisors have are saying to buy Paychex up to $35.00

Genomics: The Next Big Thing?

The StockAdvisors have an article on Genomics, the business of gene mapping. The author argues that gene mapping is becoming much more cost effective which will lead to the prospect "personal medicine."

The author likes Illumina and Life Technologies as leaders in this sector.

May 12, 2009

Should You Own Shares of Pharmaceutical Product Development?

The Fool mentions in this article that Pharmaceutical Product Development is an official stock recommendation. The company is a few dollars above their 52 week low and more than 50% below their 52 week high.

The Fool explains more about their recent drop in this article. Given the long term prospects of the company, this may prove to be a good entry point.

May 8, 2009

Isis is a Top Pickantisense research

Zacks has selected Isis Pharmaceuticals as their top mid cap pick in biotech with a $22 price target. Future growth will be driven by their antisense research, while the company may presently reap the benefits of their 1,500 patents and partnership programs.

You can read more coverage on ISIS here.

May 7, 2009

EBIX Has a Record Quarter

EBIX reported first quarter earnings on Wednesday. EPX, net income, and revenue were the best the company had ever seen in the 33 year history of the company. As a result of this good news, the stock is down over 10% today. Why?

It may be tied to comments the CEO made regarding the forward outlook: "new capital expense decisions are either being delayed or just being put into cold storage. To add to that, the US $ has strengthened by approximately 30 percent in the first quarter of 2009 as compared to the first quarter of 2008, having an obvious adverse effect on our revenues and net income numbers.”

This could be a good opportunity to get into this stock. As of March 18, the stock was still a MF Rule Breakers selection.

May 6, 2009

Hidden Gem Otter Tail

According to this article, the Fool has selected Otter Tail as one of their official Hidden Gems picks. Even with the recent bull rally, the stock is trading $5.00 from its 52 week low. The stock also pays a 5% dividend.

Bullish on Myriad Genetics

Zacks is bullish on Myriad Genetics, giving the stock a $50 price target. From the article:

"Molecular diagnostics has enjoyed a boom in the past few years and will continue its momentum in the coming years, in our view, when targeted therapy has become more accepted in the healthcare community. We believe Myriad Genetics, along with other molecular diagnostics firms, will ride the wave of high growth in this industry in the coming years."