Barron's Summary 6-06-2009
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Date updated:06-06-2009

Summary of the bullish and bearish positions mentioned in the June 6th, 2009 Barron's.

symbol name last price % change open
  • +
  • ALL
    Allstate Cp
  • $28.93
  • -0.41%
  • $28.60

Allstate shares are cheap, despite their recent rise. One analyst thinks that they can reach 40 over the next 12 months, from a recent level of about 25.

People owning ALL also tend to own: ADMAIZCBCNICOPCSCCVX

TheStreet.com Rating: C What is this?

  • +
  • HD
    Home Depot Inc
  • $26.08
  • +1.76%
  • $25.87

At 25, Home Depot's battered stock price looks like a bargain as a leveraged play on an economic rebound beginning over the next 12 months or so. Upside should take it to the 30's.

People owning HD also tend to own: CCLXCVSGOOGGSJNJLLY

TheStreet.com Rating: B- What is this?

  • +
  • DAI
    Daimler Ag
  • $49.45
  • +1.85%
  • $48.96

Investors enamored of the auto industry probably would do better with common stock or debt of Ford or shares of strong foreign car makers like Daimler (DAI), BMW, Honda (HMC) and Toyota (TM).

People owning DAI also tend to own: AAPLAFLAIGAWKCLHBCOPDIS

TheStreet.com Rating: D+ What is this?

  • +
  • HMC
    Honda Motor Co Ad
  • $31.16
  • -0.51%
  • $30.92

Investors enamored of the auto industry probably would do better with common stock or debt of Ford or shares of strong foreign car makers like Daimler (DAI), BMW, Honda (HMC) and Toyota (TM).

People owning HMC also tend to own: GOOGLVLTMOPNFPABFSBGERJ

TheStreet.com Rating: C What is this?

  • +
  • TM
    Toyota Mtr Cp Ads
  • $78.16
  • -3.00%
  • $77.89

Investors enamored of the auto industry probably would do better with common stock or debt of Ford or shares of strong foreign car makers like Daimler (DAI), BMW, Honda (HMC) and Toyota (TM).

People owning TM also tend to own: AXAFDXNOKNUERTPSLBAAPL

TheStreet.com Rating: C What is this?

  • +
  • UNG
    Us Nat Gas Fd Etf
  • $9.53
  • -3.35%
  • $9.63

The ratio of a barrel of crude to a thousand cubic feet of natural gas last week rose above 18-to-1, a rather elevated level not seen since the 1990-'91 period. This reflects the way that commodities that travel easily across the globe -- oil, crops, copper -- have been bid up aggressively by investors betting on another go-round of the "gluttonous China" trade, in which free money and fast Asian growth fuels a boom in materials. Natural gas remains a mostly regional good, especially as captured by the traded futures and the ETF. Bespoke Investment Group points out that each of the three times the oil/gas ratio topped 18 in 1990-'91, it proved a good time to bet on gas relative to crude. Twice, the subsequent outperformance of gas was dramatic, the other time merely impressive. This probably won't go unnoticed too long, which could mean that it makes sense to own UNG outright, or versus a short position in the U.S. Oil Fund (USO).

People owning UNG also tend to own: BHPEWMEWSFXAFXBFXCGLD

TheStreet.com Rating: No Rating What is this?

  • +
  • USO
    U.s. Oil Fund Et
  • $39.70
  • -2.70%
  • $39.90

The ratio of a barrel of crude to a thousand cubic feet of natural gas last week rose above 18-to-1, a rather elevated level not seen since the 1990-'91 period. This reflects the way that commodities that travel easily across the globe -- oil, crops, copper -- have been bid up aggressively by investors betting on another go-round of the "gluttonous China" trade, in which free money and fast Asian growth fuels a boom in materials. Natural gas remains a mostly regional good, especially as captured by the traded futures and the ETF. Bespoke Investment Group points out that each of the three times the oil/gas ratio topped 18 in 1990-'91, it proved a good time to bet on gas relative to crude. Twice, the subsequent outperformance of gas was dramatic, the other time merely impressive. This probably won't go unnoticed too long, which could mean that it makes sense to own UNG outright, or versus a short position in the U.S. Oil Fund (USO).

People owning USO also tend to own: AAADMCCRTCVXEWBCFMDMRO

TheStreet.com Rating: No Rating What is this?

  • +
  • PLT
    Plantronics Inc
  • $25.62
  • -1.46%
  • $25.64

After plunging earlier this year, Plantronics ' shares (PLT) have more than doubled over the past three months. The company cut staff, lined up cheaper manufacturing in China, reported good earnings and then raised guidance higher than expectations. The Voyager Pro can't help but add to those gains.

People owning PLT also tend to own: EBAYGRMNLOGIMOBENOKNTDOY.PKSNE

TheStreet.com Rating: C What is this?

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