What stocks are going to be left standing after the current crisis has run its course? Paul Kedrosky of Ten Asset Management believes it will be companies that handle financial risk and tranparency well.
“CME has really laid out a nice path forward,” he said Monday on CNBC. He thinks they will be a player in moves to bring greater transparency to financial instruments like credit default swaps.
Riskmetrics and Factset Research Systems will also be beneficiaries, Kedrosky said.
“Even... Read Full Story
Paulson & Company made the following KEY Q2 trades in its $6 billion hedge fund, which can be tracked at:
http://trackthepros.com/stocks/category/273
New Positions
Bank of America
Cheniere Energy
Philip Morris International
Sold
Alcoa
Altria
BCE
PDL BioPharma
Reduced Positions
Yahoo
Hercules Offshore
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viastockadvisors
“Long-term, Gilead Sciences is the best life sciences company on the planet,” says biotechnology specialist Michael Shulman in ChangeWave Biotech Investor.
Track Michael’s picks at:
http://trackthepros.com/stocks/category/1538
“Auto sales may plunge, home sales may stay in the tank and retail sales may fall, but disease, old age and human frailty are undeniably ‘forever.’
“While the economy in 2009 is almost certainly going to contract, analysts expect the sale of biologic... Read Full Story
CB Richard Ellis’ CEO and XTO Energy’s CEO are on the wall of shame for their recent sales in this economic crisis.
track insider sales at:
http://trackthepros.com/stocks/category/37
SELLERS:
COMPANY NAME
INSIDERS NAME
TITLE
$ VALUE
NO. OF SHARES IN TRANS.
RANGE OF VALUES
TRANSACTIONS DATES
XTO Energy
B. Simpson
CEO
$101,320,929
2,776,903
34.64-39.51
Oct. 6-7, 2008
CB Richard Ellis Group
R. Wirta
D
15,830,765
1,951,450
7.90-8.22
Oct. 6-7, 2008
XTO Energy
V. Vennerberg
OD
6,010,811... Read Full Story
viastockadvisors
“It is too late to short finance services stocks; but you can still short their New York City landlord,” says the Dave Dyer Newsletter, which suggests shorting a New York City REIT.
http://trackthepros.com/stocks/category/566
“S. L. Green Realty (NYSE: SLG) is the only REIT that specializes in the New York City market. And it is a stock that is not on the list of companies that can’t be shorted.
“They own over 25 million square feet of class A and B commercial property in... Read Full Story
SmartMoney November 2008 5 healthcare stock picks that could benefit from new drugs, devices and treatments:
http://trackthepros.com/stocks/category/1721
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Barron’s looked for tech stocks with a lot of cash that should hold up in this market:
http://trackthepros.com/stocks/category/1821
They refined the screen by looking for companies with a low cash burn, measured by a net increase in cash and equivalents over four successive quarters.
We also favored stocks of companies that had the balance of their cash in bank deposits, rather than marketable securities or short-term investments. Real bank deposits are better than other sources of liquidity... Read Full Story
viastockadvisors
For speculators, Martin Weiss has uncovered a stock that benefits from rising home foreclosures. In his The Safe Money Report he looks at Lender Processing Services (NYSE: LPS).
track Martin’s picks at;
http://trackthepros.com/stocks/category/573
“We have a new speculative pick: Lender Processing Services. This company was spun off from Fidelity National Information Services a couple of months ago.
“It is the biggest outsourcing firm in the business of processing home loan... Read Full Story
Gene Marcial Likes Johnson & Johnson:
track his picks at:
http://trackthepros.com/stocks/category/404
When things get tough in the stock market, it’s time to play defense—and offense. That’s the strategy of savvy professional investors as the major U.S. equity indexes spiral downward. Since Oct. 1, when the Dow Jones industrial average closed at 10,831.07, massive selling had driven shares down nearly 13%, to 9,447.11, by the end of trading on Oct. 7. The widening financial crises... Read Full Story
With the S&P having reached his downside targets, technician Richard Rhodes is now taking some long positions. In The Rhodes Report, he looks to steel and transportation.
Track Richard’s picks at:
http://trackthepros.com/stocks/category/1503
“The S&P 500 longer-term technicals remain bearish, although they have reached and exceeded our downside target.
“Now, the S&P is becoming rather oversold on a number of measures that have in the past been consistent with a sharp snap back rally of... Read Full Story
