Date updated:05-23-2009
Summary of the bullish and bearish positions mentioned in the May 23rd, 2009 Barron's.

-
TMO
Thermo Fisher Sci - $46.56
- +0.30%
- $46.33
Thermo Fisher Scientific shares have been mostly flat during this rally. But the balance sheet is solid, and there is plenty of room for investors to rediscover the stock.

-
TGT
Target Cp - $47.46
- -0.92%
- $47.73
One of the most successful retailers in America, Target is a buy at 41. Ackman's plan to unlock the company's real-estate value may be a sell. While there may be merit in some of Ackman's arguments, Target remains one of the best-run retailers in the country. His proxy fight seems to have a lot to do with ego and has been a major distraction for management at an otherwise challenging time. Indeed, it seems time to buy Target shares, not Ackman's campaign.

-
CHE
Chemed Corp - $45.19
- +0.36%
- $44.88
The housing bust, among other worries, has held down Chemed stock in recent months. One analyst puts its upside more than 30% above recent levels within 12 to 18 months.

-
MDT
Medtronic Inc - $39.62
- +0.03%
- $39.59
In last week's issue Barron's offered an upbeat assessment of Medtronic's (MDT) prospects ("Medtronic's Rx for Recovery," May 18), and we remain bullish. We were cheered that Medtronic managed to stabilize its market-share position in the latest quarter in implantable defibrillators, after a damaging voluntary product recall in 2007, and that revenue rose in the latest quarter across key business units, including cardiac-rhythm-disease management, spinal and biologics, cardiovascular, neuromodulation and diabetes. The stock has fallen 3.8% since our story, and Wall Street's fiscal "10 consensus estimate has been pared to $3.16. "While the downward pressure isn't surprising, it is overdone," says Tim Lee, an analyst at Piper Jaffray. He notes that management's 2010 earnings guidance incorporates probable dilution of six to seven cents a share from four recent acquisitions. "Consensus, including us, didn't fully appreciate the magnitude of the acquisition-related dilution," says Lee, who maintains a Buy on the stock, with a 12-month price target of 44. Even with its restrained outlook, Medtronic is cheap. The stock trades for about 10 times the midpoint of management's forecast -- and yields 2.3%.

-
BC
Brunswick Cp - $10.95
- -2.49%
- $11.15
Like the plumbing in one's home, the pension funds that corporations run for employees are rarely given much thought until they leak. Only when the plan is significantly under water and threatens earnings do investors take notice. If the stock market doesn't improve, that could happen later this year or next for big capital-goods makers, a group that includes such well-known names as Caterpillar (CAT), Ingersoll-Rand (IR), Brunswick (BC), Eaton (ETN) and Whirlpool (WHR).

-
CAT
Caterpillar Inc - $57.95
- -1.13%
- $58.10
The largest deteriorations in under funded pensions came at Ingersoll Rand, $854 million, due in part to its acquisition of Trane; and Eaton, $1.6 billion; as well as Caterpillar, $5.8 billion. At Caterpillar, the hurt came from a 70% equity allocation in its pension fund. Others have 55% to 60% allocations, and some below 50%, Regan notes.

-
IR
Ingersoll Rand Lt - $36.00
- -1.04%
- $36.01
The largest deteriorations in under funded pensions came at Ingersoll Rand, $854 million, due in part to its acquisition of Trane; and Eaton, $1.6 billion; as well as Caterpillar, $5.8 billion. At Caterpillar, the hurt came from a 70% equity allocation in its pension fund. Others have 55% to 60% allocations, and some below 50%, Regan notes.

-
ETN
Eaton Cp - $63.19
- -0.02%
- $63.03
The largest deteriorations in under funded pensions came at Ingersoll Rand, $854 million, due in part to its acquisition of Trane; and Eaton, $1.6 billion; as well as Caterpillar, $5.8 billion. At Caterpillar, the hurt came from a 70% equity allocation in its pension fund. Others have 55% to 60% allocations, and some below 50%, Regan notes.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Bernard L. Madoff Inve...
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Echo5Joker's Portfolio
- » jgroov Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
Not a Stockpickr member? Join the community today -- for free.Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about...
By Roberto Pedone Posted on Nov. 20, 2009 According to Jim Cramer, options expiration is driving the current market selloff. He pointed out that the only stocks that we...
By Roberto Pedone Posted on Nov. 19, 2009 According to CNBC’s “Fast Money” traders, the stock market is showing no signs of stopping its current bull run. Joe Ter...
By Jonas Elmerraji Posted on Nov. 18, 2009 There are plenty of reasons for stocks to have the attention of short-sellers. Waning financials, a deteriorating business mo...
A. why are you picking on just one ex-GS
employee....why not compare data on all
former GS employees?....sorry for
bringing your name into this useless
arguement.... Leon Cooperman one of The
400 Richest Americans (2009) worked 25
yrs at GS.
sources:
http://www.stockpickr.com/members/port/L
eon-Cooperman/
forbes.com
A. The only one I own : SLX,
too hard pick a winner out all of them
These are some of the stocks mentioned on TheStreet.com TV recently. Click the URL below each stock to watch the videos. more
Analyst Downgrades or Estimate Reductions for Nov. 20, 2009. Read more here. more
These are the stocks from Jim Cramer's Nov. 1 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more













Comments not available