Barron's Summary 3-28-2009
1334 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by barrons3
DESCRIPTION:

Date updated:03-28-2009

Summary of the bullish and bearish positions mentioned in the March 28th, 2009 Barron's.

symbol name last price % change open
  • +
  • FSLR
    First Solar
  • $113.29
  • 0.00%
  • $N/A

Shares of the solar-panel makers First Solar and Energy Conversion Devices look vulnerable as silicon prices drop, narrowing their cost advantage versus silicon rivals.

People owning FSLR also tend to own: CNXTEWZIFNIFUE.OBMMCCHLCSC

TheStreet.com Rating: B- What is this?

  • +
  • ENER
    Energy Conversion
  • $7.80
  • 0.00%
  • $N/A

Shares of the solar-panel makers First Solar and Energy Conversion Devices look vulnerable as silicon prices drop, narrowing their cost advantage versus silicon rivals.

People owning ENER also tend to own: ABXESLRHTELUKMICCPSQWFR

TheStreet.com Rating: D What is this?

  • +
  • AMZN
    Amazon.com
  • $118.03
  • +1.03%
  • $118.29

One of the reasons Piper's Munster upgraded Amazon to a Buy in early March was a survey his firm conducted that showed 81% of Amazon's customers are satisfied with the retailer, compared to 71% for eBay. More important, 94% of the respondents said they would recommend the e-tailer to a friend. That score, he says, is reminiscent of Apple 's (AAPL) tally earlier this decade before the iPod, as well as Netflix 's (NFLX) rating prior to its breakthrough. In both cases the scores presaged big runs in the stocks to record highs. "It's a leading indicator," says Munster.

People owning AMZN also tend to own: EBAYAAPLACHALTICROXFCELJSDA

TheStreet.com Rating: B What is this?

  • +
  • V
    Visa Inc.
  • $83.27
  • 0.00%
  • $N/A

Visa went public a year ago at $44 a share, shot up to the $80s and now trades at about $55. If the company meets or beats forecasts, as expected, the shares could head for $70.

People owning V also tend to own: ADSCOFGSIVZJLLJPMRY

TheStreet.com Rating: C- What is this?

  • +
  • MA
    Mastercard Inc
  • $223.45
  • -1.30%
  • $228.59

MasterCard is more modestly valued at 16 times calendar 2009 forecasts, and is attractive as an investment as well. The valuation discount is due to Visa's greater exposure to debit, and the continued overhang of some merchant-pricing litigation involving MasterCard. Visa has cut a deal that shifts this liability to the issuing banks. Also, MasterCard has been public since 2006, and is further along than Visa in transitioning to a profit-maximizing company from a member-bank-owned cooperative.

People owning MA also tend to own: AAPLAIGAMZNAPOLBACBIDUCEO

TheStreet.com Rating: B What is this?

  • +
  • MATK
    Martek Bioscience
  • $20.39
  • 0.00%
  • $N/A

At about 20, the stock fetches 15.6 times 2009 profits -- well below peak multiples pushing 75. Shares may never return to the patent-protected-monopoly heyday but could rebound with announcements of contract renewals and new pacts. Martek has growing profits, no debt and more than $3 a share in cash. Cantor Fitzgerald analyst Pamela Bassett reckons that revenue can grow at a compound annual rate of 18% over the next five years in a market "that increasingly understands and looks for nutritionally enhanced foods." Her price target: 33.

People owning MATK also tend to own: ACASARTCASEICMCCMXCRDNFCFS

TheStreet.com Rating: C+ What is this?

  • +
  • MS
    Morgan Stanley
  • $27.13
  • +1.99%
  • $26.91

Already, the betting is intensifying on survivors and failures. Goldman Sachs' bank analysts, for example, have identified eight firms they think can swiftly repay bailout money over the next year: Morgan Stanley (MS), Comerica (CMA), US Bancorp (USB), JPMorgan (JPM), Bank of New York Mellon (BK), First Horizon National (FHN), Northern Trust (NTRS), and City National (CYN).

People owning MS also tend to own: AIGBACCCOPCVXFNMGE

TheStreet.com Rating: No Rating What is this?

  • +
  • CMA
    Comerica Inc
  • $34.05
  • +1.89%
  • $33.92

Already, the betting is intensifying on survivors and failures. Goldman Sachs' bank analysts, for example, have identified eight firms they think can swiftly repay bailout money over the next year: Morgan Stanley (MS), Comerica (CMA), US Bancorp (USB), JPMorgan (JPM), Bank of New York Mellon (BK), First Horizon National (FHN), Northern Trust (NTRS), and City National (CYN).

People owning CMA also tend to own: CCOFDOWDUKGDHALHD

TheStreet.com Rating: C- What is this?

previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

Must-See Charts: Ralcorp, Del Mo...

By Jonas Elmerraji Posted on Feb. 9, 2010 With stocks continuing to underwhelm in yesterday’s trading session, the attention is turning toward trading. After all, tec...

02.09.10 | 12:06 PM
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Feb. 8, 2010 Good Buys For Bad Times: This Barron’s article says with the U.S. economy expected to grow by only 3% in 2010, investors shou...

02.08.10 | 16:28 PM
Cramer's Take on Headline Stocks...

Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Regardless of why a stock is in...

02.08.10 | 14:45 PM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Investor an...

02.08.10 | 08:39 AM
more articles
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
Speculation and Rumors
05.22.09 | 01:01 AM From author DaveOfDuke
Pump and Dump Schemes
08.01.09 | 10:52 AM From author CallaLilly
3 Steps to Better Putting
02.10.10 | 00:25 AM From author fanliping
more forums
today 's lists
Biggest % Gainers

Here are some of the largest % gainers from Feb. 9, 2010. more

Dividends: Tomorrow's Ex-Divide...

Below is a list of some of the companies that have their ex-dividend date Wednesday, Feb. 10, 2010. What is the ex-dividend date? According to Dividends.com: The ex-... more

Top Open-Market Insider Buys

Below is the list of the top open-market insider buys filed at the SEC on Feb. 8, 2010. more