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
  • $31.32
  • -0.41%
  • $31.36

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: D+ What is this?

  • +
  • CALM
    Cal-maine Foods
  • $28.03
  • 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: BIDZBPTCATCOPCTDEODSX

TheStreet.com Rating: B What is this?

  • +
  • STZ
    Constellation Brd
  • $17.42
  • +0.40%
  • $17.38

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
  • $13.07
  • +1.16%
  • $13.05

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: D+ What is this?

  • +
  • N
    Netsuite Inc
  • $14.55
  • 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. Anyone know if this is this the ...
11.27.09 | 01:13 AM Asked by shawnmks

A. I dont know, but heres what I do
know...

Buying the broad market (SPY/"your
picks") on Fridays has paid off
(sometimes huge) by selling on Monday.
Its been that way for weeks...pull up a
SPY chart!!!...the chances are very
high, like over 70% for 21weeks and over
80% for 12 weeks...I am not a T/A guy,
but because nobody anywhere is talking
about this I have to play with my own
numbers...if theres a big rally day, Ive
noticed that day is usually a Monday...I
started trading on this 3 weeks ago,
calling it "Free Money on
Mondays"...I simply do this:
1) Buy on Friday
2) Sell on Monday, as everyones saying
how great things are going
3) For the rest of the week, listen to
everyone saying how horrible things are
going [and laugh]
4) Repeat step #1

I stumbled on this after many many weeks
of hearing guys on T.V. say
"Managers are doing allocations on
Mondays" and finally decided to
look at the chart history. I am not
sure why nobody is analysing or talking
about this in detail, but I generally
DONT discuss things that I do not see
others discussing. I thought I would
bring it up to you because you seem to
care about Friday being a "bad
day", when I now offically consider
all Fridays a "buy day", at
least until I get beat a couple of times
(according to charts a beat like that
last occurred Aug 10th and 17th).

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