Date updated:11-03-2007
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JPM
Jp Morgan Chase C - $41.33
- -1.97%
- $40.98
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.

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IDXX
Idexx Laboratorie - $50.92
- +0.02%
- $49.97
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.

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WOOF
Vca Antech - $23.04
- -1.41%
- $23.04
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.

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GLW
Corning Inc - $16.58
- -1.66%
- $16.40
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.

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VWO
Vangrd Emrg Mkt E - $39.93
- -3.64%
- $39.52
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.
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A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades or Estimate Reductions for Nov. 27, 2009. Read more here. more
These are some of the stocks mentioned on TheStreet.com TV recently. Click the URL below each stock to watch the videos. more
Here are some of the largest % gainers from Nov. 27, 2009. more











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