Date updated:11-03-2007
No description available

-
JPM
Jp Morgan Chase C - $44.32
- +0.34%
- $44.34
undervalued, getting dragged down by other money center banks even through Q3 earnings were stronger than their peers. PE is under 10 while C is over 10, makes no sense.

-
IDXX
Idexx Laboratorie - $52.48
- -0.62%
- $52.775
all cash business, health care for pets without being dragged down by insurance companies. Should hold up in a recessionary environment since people will not stop spending for their pets. Their revenue growth should continue and they can control their expenses since they can operate independent of insurance companies. Earnings strong but PE is high at 42 times earnings. Will need to watch the next couple of quarters closely. May need to sell soon.

-
WOOF
Vca Antech - $23.73
- +0.21%
- $23.67
all cash business, health care for pets without being dragged down by insurance companies. Should hold up in a recessionary environment since people will not stop spending for their pets. Woof is doing a very good job controlling expenses which is contributing positively to earnings. Their ROE is strong which tells me their management is effective at investing their capital internally. Earning growth is strong but the the stock is starting to become a little pricy.

-
GLW
Corning Inc - $16.29
- +3.10%
- $15.87
glass for big screen electronics has to come from somewhere. Like the fiber optic potential. Check out their return on equity of 26%, they are investing their capital effectively. Steady earnings growth over the past 3 years with no sign of flowing down. Currently trading around 18 times earnings which is reasonable relative to peers. GLW should be a slow and steady performer over the long term.

-
VWO
Vangrd Emrg Mkt E - $40.94
- 0.00%
- $N/A
Vanguard Emerging Markets ETF. Willing to ride this for a little longer due to global GDP hitting on virtually all cylinders. In my opinion, this ETF is the best way to get this exposure. No clue which individual stocks to buy and don't understand how to read the underlying companies. Like VWO over EEM due to expense ratio. VWO has an expense ratio of 30 bps which is very reasonable in my view. I also trust Vanguard's ability to track an index.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...
A. don't let divy's distract you, compare
the industry....the market wants good
balance sheets with growth.....if ya
find one with a divy then ya can look at
it like it's a bonus.
A. The only one I own : SLX,
too hard pick a winner out all of them
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Analyst Downgrades for Nov. 2, 2009. Read more here. more
Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more











Comments not available