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CNBC Bonus Bucks Trivia: In the article “Top Global Agriculture Picks” which companies did Victor Badin recommend?

William A. Trent (July 9th, 2008) Writes:

In the article “Top Global Agriculture Picks” which companies did Victor Badin recommend?

In a time of rising food prices, investors should have agricultural stocks in their portfolios, Victor Badin, fund manager at Global Cap, said.

And China Farm Equipment, Bunge and Myriya Agro Holdings are among the most attractive of the bunch, Badin said.

Bunge (BG) gets high marks for earnings momentum and price momentum in the models I follow. However, its free cash flow ranking is low.

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CNBC Bonus Bucks Trivia: In the CNBC.com Video Roundup, “Volatility-Beaters: Steel and Internet Stocks”, what steel name did Timna Tanners pick?

William A. Trent (July 1st, 2008) Writes:

In the CNBC.com Video Roundup, “Volatility-Beaters: Steel and Internet Stocks”, what steel name did Timna Tanners pick?

“We like U.S. Steel (X)…They’re the biggest tubular pipe player in the U.S.  Prices are going to rise steadily with energy demand there.”

- Timna Tanners, UBS Steel & Building Materials Analyst

US Steel scores well for earnings momentum and price momentum in the models I follow.


CNBC Bonus Bucks Trivia: In Fast Money’s Web Extra video “Najarian’s Sweet Trade” which home builder rated the opinion, “I’d stay away”?

William A. Trent (June 30th, 2008) Writes:

In Fast Money’s Web Extra video “Najarian’s Sweet Trade” which home builder rated the opinion, “I’d stay away”?

Lennar (LEN)

In the models I follow, Lennar scores highly for free cash flow. However, it ranks among the worst in terms of earnings quality, price momentum, and return potential.

Sponsor: Financial Education Everything you need to know about finance

CNBC Bonus Bucks Trivia: According to the CNBC Stock Blog “Powering Your Portfolio: Uranium” what is uranium miner Cameco’s other business?

William A. Trent (June 30th, 2008) Writes:

According to the CNBC Stock Blog “Powering Your Portfolio: Uranium” what is uranium miner Cameco’s other business?

Looking to miners, Canada’s Cameco (CCJ) has a market capitalization of more than $13 billion and is the world’s largest uranium producer. It also mines gold.

Cameco scores average for each of the models I follow with the exception of return potential. It gets a low score there.

Disclosure: Author is long STREETTRACKS GOLD (GLD) at time of publication.

CNBC Bonus Bucks Trivia: In Fast Money’s June 6 Web Extra segment, “The Week Ahead,” what topics did the traders offer predictions for?

William A. Trent (June 10th, 2008) Writes:

In Fast Money’s June 6 Web Extra segment, “The Week Ahead,” what topics did the traders offer predictions for?

 

In Friday’s Web Extra the traders reveal how they’re playing oil, Apple and inflation data in the week ahead.

In the models I follow Apple gets high marks for price momentum, but low marks for return potential and earnings quality. I have generally written positively about Apple stock in the past.

CNBC Bonus Bucks Trivia: On Friday, Cramer warned that “safety stocks aren’t safe” now. But he did say one stock was “about to rip.” Which?

William A. Trent (June 9th, 2008) Writes:

On Friday, Cramer warned that “safety stocks aren’t safe” now. But he did say one stock was “about to rip.” Which?

Recently IPO’d Intrepid Potash (IPI) hit a 52-week high today, and “I want to buy it still,” Cramer said. “I think IPI’s about to rip.”

IPI doesn’t make the cut for the models I use, so I have little to add other than “recently IPO’d” stocks should have a fairly easy time setting 52-week highs.

CNBC Bonus Bucks Trivia: In June 5’s “Web Extra: Suspicious Stock” which Fast Money trader wanted to share his/her investment doubts?

William A. Trent (June 9th, 2008) Writes:

In June 5’s “Web Extra: Suspicious Stock” which Fast Money trader wanted to share his/her investment doubts?

We ran out of time on TV but Guy Adami wants you to know about this stock. In Thursday’s Web Extra find out what happened that’s making him suspicious.

The stock in question was Nucor (NUE), and Adami felt that the company’s guidance increase may signal an acquisition. Nucor shows up in the models I follow for having a particularly high accrual ratio, which is often a signal of poor earnings quality. It also has strong price momentum, which can be both a blessing and a curse for investors.

CNBC Bonus Bucks Trivia: Web Extra: In “Go Off The Rails” the Fast Money traders take on a newspaper’s analysis of rail stocks. Which newspaper?

William A. Trent (June 6th, 2008) Writes:

Web Extra: In “Go Off The Rails” the Fast Money traders take on a newspaper’s analysis of rail stocks. Which newspaper?

The New York Times questioned whether rail shares are now overloaded in Sunday’s paper. Find out how the traders respond in Monday’s Web Extra.

The New York Times (NYT) scores horribly in the models I use. Its earnings quality is average, but it ranks among the worst for earnings momentum, price momentum, free cash flow and return potential. Meanwhile, pricing power indicates that the railroad stocks may have further to go.

CNBC Bonus Bucks Trivia: CNBC Stock Blog: Bernie McGinn says forget subprime — buy bank stocks. Which one did he call a “tremendous franchise”?

William A. Trent (June 6th, 2008) Writes:

CNBC Stock Blog: Bernie McGinn says forget subprime — buy bank stocks. Which one did he call a “tremendous franchise”?

He also likes Bank of America (BAC).

“Bank of America represents a pretty good buy right here,” he said.  “It’s a tremendous franchise; it’s the number one in deposits, it’s number one in credit-card balances, it will be number one in mortgages.”

Of course, it is that last part that makes me nervous. In the models I use, Bank of America is most notable for poor earnings momentum, poor earnings quality and poor price momentum.

CNBC Bonus Bucks Trivia: Doug Kass shorted Berkshire Hathaway again this week. What was his “artistic” characterization of Warren Buffett?

William A. Trent (June 5th, 2008) Writes:

Doug Kass shorted Berkshire Hathaway again this week. What was his “artistic” characterization of Warren Buffett?

His admittedly exaggerated characterization: “Warren Buffett, who has achieved a remarkable investment record over 50 years, has begun to morph from the ‘Shakespeare of investing’ into the ‘Mozart of marketing.’”

Berkshire Hathaway (BRK.A) doesn’t show up in the models I use.


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