Archive for October, 2009
Five Stocks You Can’t Turn Your Back on Yet
The economy may well be in recovery mode, but it isn’t taking all stocks along for the ride. Earnings results are going to remain erratic simply because we’re still shaking of a recession. For a few companies though, the problems may be bigger than mere lingering economic weakness.
U.S. Steel Corp. (X) [...]
Upcoming IPOs - Addus, Vitamin Shoppe, AEI
Since time is of the essence, today we’re going to offer a profile and a few thoughts on some upcoming initial public offerings you may have been mulling. That’s not to say our comments are the whole story, but they’ll at least get you thinking…. and noticing any red flags.
Addus HomeCare (ADUS) - Actually, the [...]
Will Holiday Sales Prove to be Better Than Expected?
We’re about to find out how healthy the average U.S. consumer truly is. If retail sales are up this season (November and December), it may well be the strongest sign yet the recession is over.
Heart of the Matter: For the first time in at least over a decade, holiday shopping sank [...]
Water Utilities Still Above Plausible Benchmark Values
It’s a tad ironic, given that it’s probably the only truly recession-proof business in the world. Above all else (except oxygen), humans need water to survive. Yet, water utility company stocks are second only to banks and long-distance carriers in this year’s race for last place; they’re down an average of 5.5% year-to-date versus the [...]
Sector Rotation Is On
Take a look at the nearby chart. It compares the percentage gains for each major sector since the March low. There’s nothing really surprising about it - financials led the way, while utilities and telecom were dragging the bottom. I think we all knew in the back of our heads what the basic numbers were, [...]
