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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.

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CNBC Bonus Bucks Trivia: In Fast Money’s Web Extra segment “Najarian’s Sweet Trade” which food & beverage purveyor did Pete Najarian praise?

William A. Trent (June 27th, 2008) Writes:

In Fast Money’s Web Extra segment “Najarian’s Sweet Trade” which food & beverage purveyor did Pete Najarian praise?

In Wednesday’s Web Extra Pete Najarian reveals why sweet tea makes him sweet on McDonald’s.

I haven’t tried MCD’s sweet tea. However, I like the strong scores it posted for earnings momentum, earnings quality and price momentum. It’s score on return potential, however, is low.

How to Play a Market That Isn’t Going Your Way

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

My latest column is up at RealMoney.

I usually want a stock to score highly in four out of five categories before giving it much consideration: earnings momentum, earnings quality, price momentum, free cash flow and return potential.

This week, only three stocks went four for five, and I’ve talked about them all before: W&T Offshore (WTI) , Pitney Bowes (PBI) and Rent-a-Center (RCII) . As I look for new investment ideas, I’m left with three options, each of which has significant drawbacks.

Go short Change strategy Stay on the sidelines

I seldom

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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: 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: In “Top Videos: Hottest-Selling Funds, Lehman & More” what type of meat does Cramer reference?

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

In “Top Videos: Hottest-Selling Funds, Lehman & More” what type of meat does Cramer reference?

Stop Trading, Listen to Cramer!

“We’re in a situation right now that if you wanted good chicken, that you weren’t worried about because you like chicken ‘cause your diet is now pro-protein and you’re in China, the good housekeeping seal of approval is Kentucky Fried Chicken. And, Yum Brands (YUM) is moving big there… “

In the models I follow, Lehman (LEH) looks good for return potential, but its earnings momentum, price momentum and  free cash flow are lousy.

Yum Brands (YUM), on the other hand, looks pretty good. It earns high marks for earnings quality, price momentum and return potential.

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