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Q: New Question: i only got one thing to say to you sooz.........

will you be my Valentine? :>)
Asked by fine tune your disciplines - 1 months ago - 0 answers - 2303 views
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Q: Dan Fitz,
You are a great teacher. i have learned a great deal from your responses to
stockpickr.

What are your thoughts on china right now? I am looking at CHL, SOHU, and
BIDU... is now a good time to get in after this monster run or should i wait for
them to pull back so some moving average?
Thanks
Asked by golfstar - 1 months ago - 2 answers - 2270 views
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A: Dan, how can you recommend CAF when it is selling at a 32% premium to its NAV? more
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Q: i am looking to put to work about 50K would you be a buyer of u.s. steel at $25
or $26 for a long term play?
Asked by mikewash - 1 months ago - 6 answers - 2244 views
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A: If you are thinking of buying a super-cyclical company such as U.S. Steel (X) for the long
term, please keep the old investment chestnut in mind that long term we are all dead. But
buying a cyclical near its low and riding it up can prove hugely rewarding, though the
rewards can evaporate unless taken before the next downward cycle gets it grasp on the
economy. In addition to the normal boost X might expect from an economic expansion, it has
been getting support from a Congress and administration intent on assuring as much
domestic content as possible in stimulus infrastructure projects. Off sharply from $196 at
the middle of last year, X has recovered from a recent 52-week low of $16.66 to its
current range in the mid-20s. Analysts expect the company’s earnings per share of $17.96
for the latest fiscal year to collapse to a deficit of $2.90 for the current year before
recovering to a net profit of $2.50 per share next year. That leaves X priced at 10.4
times next year’s estimated net and at 70% of book value per share. Assuming it can
maintain its payout, X’s current yield of 4.6% provides a cushion while waiting for an
economic recovery to put it back into the black. While auto sales figures look dismal, the
current fleet is aging and a backlog is building that will result in a huge boost for Big
Steel. Just remember to press the sell button before another 90% plunge and to diversify
your holdings into some less volatile non-cyclicals. more
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Q: If GE's infrastructure business is worth a supposedly $8.00-$8.50 a
share.......than how much is the financial arm aspect worth...to the market and
to yourself?
Asked by - 1 months ago - 2 answers - 2226 views
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A: I would take this further and say that the market is applying a negative value to the
Capital Finance unit based on the fact it holds deteriorating assets linked to both real
estate and consumer credit, as well as some mortage exposure.

If a sum-of-parts valuation was trluy reliable, you could make the case that shares are
cheap based on the value of the rest of the company. However, it's idealistic to think you
could cleanly carve out the finance arm with no associated cost. More realistically, the
unit will create a drag on the rest of the company until there's stability in the
underlying asset values (home prices, commercial real estate, and credit card default
rates). more
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Q: Question for the chartists- Looking at a 3 month historical chart of CHK.
Would it be safe to say it has support at about $14 and resistance at about $19?
If it goes above $19 with increased volume... big indicator it has room to go,
correct? Read "Technical Analysis for the Rest of us", which was basic but good
for fundamentals. Any suggestions of more technical analysis books would be most
appreciated. "Reminiscences of a stock operator" was great... thanks Ryan.
Asked by bkny - 1 months ago - 5 answers - 2222 views
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A: I can’t tell you from the charts whether Chesapeake Energy (CHK) has a support level.
But at 7.3 times this year’s estimated earnings, it is a stretch to imagine it going
much lower. Although this year’s estimated net of $2.12 per share is down from $2.62 in
the latest complete fiscal year, the consensus among analysts is that CHK’s per-share
profit will recover to $2.80 next year—placing its price at 5.5 times that estimate.

With crude oil now climbing north of $50 per barrel, demand for natural gas should be
firm. Although TheStreet.com Ratings quantitative evaluation model currently assigns CHK a
weak “hold” recommendation, there is little evidence in Chesapeake’s fundamentals to
indicate weakness. more
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Q: Take a look at HGSI this a.m...
Thank you, Kathy..
Whoever played this on her advice..
(((BIG..BIG..BIG Congrats)))
Have a great day..
Sooz
Asked by - 1 months ago - 14 answers - 2220 views
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A: I jumped into this stock on all the analyst negativity. My thinking was that they were
not paying attention to the fact that the Phase III was redesigned and based only on the
successful subgroup of patients in the "iffy" Phase II. Also, many autoimmune diseases
may respond to treatment to inhibit elevations in autoantibodies, not just lupus.

Finally, I am out of the doghouse for entering the market as a new investor, and not
knowing much about it, in September 2007 - what a great trial by fire. I certainly have
gotten an education. Congratulations to all longs on this one. more
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Q: the dryshippers have been on fire lately. Egle, NM, DSX and Drys. I'm thinking
of unloading them today. Anyone else selling/buying these stocks?
Asked by BRIANSMARTT - 1 months ago - 6 answers - 2191 views
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A: I've got Eagel and Navios M - look for low debt, newer ships and stability DRYS is on the
brink more
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Q: I am putting together a high dividend portfolio that includes the following
stocks:

Natural Resources:
TNH
RYN

Energy:
BP
KMR
EPE

Pharma:
BMY
GSK

Utilities/Telecom:
VZN
BCE

Technology:
PAYX

Financials:
MS
ERIE

Industrials:
ETN
PPG
WSO

Consumer Goods:
PM
SYY

Do you think that these companies can sustain their dividends. Which dividend
payouts are in the greatest danger?
Asked by Kewgardens - 1 months ago - 6 answers - 2174 views
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A: As the author of the Dividend Gambit newsletter, I also believe you've put together a
commendable list here. On the whole, the payouts of these firms are highly reliable, and
should provide a growing income stream that outpaces the rate of inflation over time.
Beyond that, here are a couple of comments on your selections:

BMY, GSK: There's nothing wrong with these companies specifically, but in general I would
be cautious with big pharma, as there is a great deal of political risk here. And it's
highly unlikely that returns on invested capital will ever return to their former glory.

KMR: There's nothing wrong with KMR, but personally I prefer to own the operating
partnerships themselves rather than their general partners (GP). The only real asset of
the GPs is their ownership of the operating partnership's units. Thus, you're essentially
one step further away from the cashflow in the case of the GPs, and you're not often
compensated enough for that step. Also, the incentive distributions paid to the GPs have
been reduced in recent years (typically down from 50% to 25%), which has shaved their
profitability.

PAYX: Paychex is a long-time recommendation of mine. It's amazing to me that a company of
this caliber that also boasts this much growth potential offers a near-6% yield in an
environment where the 10-year Treasury yields 2.9%.

SYY: Sysco is also one of the most attractive risk-adjusted values on your list. Years of
prohibitive valuations have curbed the formerly acquisitive habits of this firm. However,
with competitors suffering far more in this environment, expect a return to the
acquisition glory days. And few companies have achieved a greater return on such
investments than Sysco. It's a master of the fold-in acquisition.

Happy Investing,
Mathew Emmert
Dividend Gambit more
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Q: Thanks for stopping by Dave. I wonder if you have a take on OLN. The talking
point a few weeks back was there is an ammo shortage so it's a buy. But I
wonder if they are hit by a rise in cost of input material for ammo? Is OLN a
buy down here under $11?
Asked by dakine - 1 months ago - 3 answers - 2171 views
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A: if most of OLN's sales come from the military, the outlook is better than if most sales
come from the retail public, because new sky-high ammo taxes will make it hard for OLN to
pass along much of any cost increases. The motto is: If ya can't ban guns, just ban ammo
instead. If ya can't ban ammo, just tax it to oblivion. more
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Q: I am long CMG Focus fund. The fund is now down due to the drop in oil. I believe
in this fund and that they will recover to a nice gain for the year. Does anyone
have an idea where the bottom would be in this fund?
Asked by chuckhobi - 1 months ago - 7 answers - 2161 views
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A: Stick with Heebner and dollar cost average, but don't chase last year's winners. That is
typically a bad strategy. more
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