Barron's Summary 7-05-2008
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Date updated:07-05-2008

Summary of the bullish and bearish positions mentioned in the July 5th, 2008 Barron's.

symbol name last price % change open
  • +
  • TWX
    Time Warner Inc N
  • $26.92
  • -0.41%
  • $27.07

Excluding cable, Time Warner's stock, now at 14.69, would trade closer to 10. But the company's prospects and its other assets' value suggest the shares are worth more than 20.

People owning TWX also tend to own: CBSDISGOOGNWSVIAYHOODENN

TheStreet.com Rating: C- What is this?

  • +
  • CALM
    Cal-maine Foods
  • $32.39
  • 0.00%
  • $N/A

"If there's no significant change in egg prices into '09, it could get close to $7 a share in earnings," estimates Daniel Lew, portfolio manager of SunAmerica Focused Small-Cap Value Fund, owner of 305,000 shares. "Fundamentally, it's a very attractive stock, making money, paying out a nice dividend and benefiting from rising food prices. A company like this deserves a 10 times multiple during this cycle, or $70 a share.

People owning CALM also tend to own: ACAAPAFSTGLDDNBGNXYSYNX

TheStreet.com Rating: B What is this?

  • +
  • STZ
    Constellation Brd
  • $14.93
  • -2.61%
  • $15.37

At about 21, Constellation shares trade at 12.2 times projected 2009 profits -- compared with about 18.8 times for Brown Forman (BFB), 13.4 times for Diageo (DIA) and the 15.5 times average for distillers and vintners. It's a potential bargain if more people need to take the edge off this bear market, or toast the bull one when it finally arrives.

People owning STZ also tend to own: ASHATGBACCBMNINFBNI

TheStreet.com Rating: C- What is this?

  • +
  • NVDA
    Nvidia Corporatio
  • $16.19
  • -0.18%
  • $16.25

It is tempting to suggest the shares are an even bigger bargain now than they were in March; several analysts on Thursday noted that the stock is trading at the very low end of its historical valuation range. And I do think the company's long-term position is strong; its effort to expand the use of graphics processors instead of microprocessors for computing-intensive applications could be a big winner, and there is an opportunity for them in mobile devices. But for now I'm worried about that heap o' troubles Nvidia described. It doesn't help that Nvidia declined to hold a conference call after last week's news. Bargain hunt if you like, but go with caution.

People owning NVDA also tend to own: EDUINTCOFIXUAUAAAPLALJCSCO

TheStreet.com Rating: C- What is this?

  • +
  • N
    Netsuite Inc
  • $12.13
  • 0.00%
  • $N/A

In short, NetSuite is more expensive to install, implement and train workers on than Salesforce's CRM offering. But once those steps are completed, subscription renewals provide a steady stream of cash. "We make all of our money when customers renew," Nelson says. Thus, NetSuite, with about $120 million in trailing 12-month revenue, will take longer to ramp up than Salesforce, which currently boasts nearly $850 million in trailing revenue. But once it does, the company has the chance to become the "next huge software company," Nelson predicts.

People owning N also tend to own: AAPLAPHABCDE

TheStreet.com Rating: No Rating What is this?

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Q. is MMR a good spec trade on oil
02.09.10 | 20:35 PM Asked by BS7518

A. One of the best of breed oil service
sector stocks would have been a better
bet during this most recent market
correction.

MMR does have strong strength in
ownership; however, the stock price run
up has already been 158% in the last 12
months yet has had a stock price
decrease of 24% in the past 3 months.

Serious consideration to buy MMR must
include being honest with a current PE
that is negative and more than one
analyst has significantly decreased
quarterly earnings estimates . . . which
leads to uncertainty, lack of
consistancy, predictability or stability
of what you are really buying.

The risk does outweigh the reward. . .
meaning it would be as you are phrasing
your question, a speculative play. . .
so how much are you willing to lose vs
how much are you hoping/anticipating to
gain?

Further, should you go with MMR, might
want to look at the charts for entry
point for partial position, followed by
adding partial position(s) with the
consideration of placing and using
mental stops to protect
investment entry points . . . Then
consider how much are you anticipating
to gain on the upside in anticipation to
taking a partial or total profit. . .
Thought being, keep a keen eye on MMR if
you put it into play and have your
finger on the trigger to sell in case
the price goes south (below support) or
hits the exit number (for profit).

In short, I have no personal position as
to why there would be any reason to dive
into MMR whole hog with the belief it
will be easy money. . . and that is
likely the real hard information or
supporting documentation you are hoping
to secure to feel confident in making a
more than certain profit with the
probability of low risk.

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