Investors have not had to worry about economies being too cold, or government tapering pressure being too hot, but MoneyShow's Jim Jubak, also of Jubak's Picks, fears the temperature might be about to change.
The US stock market ended last week in a very familiar Goldilocks mood.
Yes, the surprisingly strong 2.8% Gross Domestic Product (GDP) growth for the third quarter, reported on last Wednesday, raised fears that the economy was so strong that the Federal Reserve would begin to taper off its $85 billion in monthly mortgages and bond purchases sooner rather than later.
But then Thursday, a stronger-than-expected, but still tepid, report on October jobs—204,000 added in the month—renewed hopes that the Goldilocks economy that has powered this year's 26.3% rally in the Standard & Poor's 500 (SPX) would continue.
Just enough growth to keep earnings climbing, but not so much to bring an end to the Fed's cheap money stimulus.
Looking out at 2014, I have to wonder if—to mix my fairy tale metaphors—the clock is ticking on poor Goldie and we're getting close to the moment when she has to flee the party as her carriage turns back into a pumpkin.
Top 5 Growth Companies To Own In Right Now: CVS Corporation(CVS)
CVS Caremark Corporation operates as a pharmacy services company in the United States. The company?s Pharmacy Services segment provides a range of pharmacy benefit management services, including mail order pharmacy services, specialty pharmacy services, plan design and administration, formulary management, and claims processing; and drug benefits to eligible beneficiaries under the Federal Government?s Medicare Part D program. This segment primarily serves employers, insurance companies, unions, government employee groups, managed care organizations and other sponsors of health benefit plans, and individuals. As of December 31, 2010, it operated 44 retail specialty pharmacy stores, 18 specialty mail order pharmacies, and 4 mail service pharmacies located in 25 states, Puerto Rico, and the District of Columbia. This segment operates business under the CVS Caremark Pharmacy Services, Caremark, CVS Caremark, CarePlus CVS/pharmacy, CarePlus, RxAmerica, Accordant, and TheraCom names. The company?s Retail Pharmacy segment sells prescription drugs, over-the-counter drugs, beauty products and cosmetics, seasonal merchandise, greeting cards, and convenience foods through its pharmacy retail stores and online, as well as offers film and photo finishing, and health care services. This segment operated 7,182 retail drugstores located in 41 states, Puerto Rico, and the District of Columbia; and 560 retail health care clinics in 26 states and the District of Columbia under the MinuteClinic name. It has a strategic alliance with Alere, L.L.C. for the management of disease management program offerings that cover chronic diseases, such as asthma, diabetes, congestive heart failure, and coronary artery disease. CVS Caremark Corporation was founded in 1892 and is based in Woonsocket, Rhode Island.
Advisors' Opinion:- [By GURUFOCUS]
Healthcare stocks in the Fund had a strong fourth quarter and year. CVS (CVS)�� 26% performance for the quarter is reflective of the fact that 10,000 Americans turn 65 every day and will for the next 15 years. Businesses that are able to serve this growing segment with improving service, innovation, technology, product quality and value should continue to win.
- [By John Udovich]
He added that the home infusion market is a�highly fragmented one with�70% of infusion pharmacies being�independent, but the�large managed-care companies are pushing into the industry to consolidate in order�to ensure consistency of care. The other national consolidators�include Option Care, which Walgreen Company (NYSE: WAG) acquired in 2007, and Coram, which was purchased by CVS Caremark Corporation (NYSE: CVS) in November. In addition:
- [By Johanna Bennett]
CVS Caremark (CVS) rose 1% to $66.77 after it said it would buy medical provider Coram LLC to continue its push into the specialty-drug market.
Tesla Motors (TSLA) rose 5.3% to $126.94 after analysts at Bank of America Merrill Lynch and Deutsche Bank posted opposing notes.
- [By Tabitha Jean Naylor]
Two of the most prolific leaders in the drugstore space are CVS Caremark (NYSE: CVS) and Walgreen Co. (NYSE: WAG). From a distance, these two powerhouses are neck-and-neck in the stock game, but upon closer examination one may actually be a better overall fit for an investment portfolio.
Top Cheap Companies To Invest In Right Now: International Business Machines Corporation(IBM)
International Business Machines Corporation (IBM) provides information technology (IT) products and services worldwide. Its Global Technology Services segment provides IT infrastructure and business process services, including strategic outsourcing, process, integrated technology, and maintenance services, as well as technology-based support services. The company?s Global Business Services segment offers consulting and systems integration, and application management services. Its Software segment offers middleware and operating systems software, such as WebSphere software to integrate and manage business processes; information management software for database and enterprise content management, information integration, data warehousing, business analytics and intelligence, performance management, and predictive analytics; Tivoli software for identity management, data security, storage management, and datacenter automation; Lotus software for collaboration, messaging, and so cial networking; rational software to support software development for IT and embedded systems; business intelligence software, which provides querying and forecasting tools; SPSS predictive analytics software to predict outcomes and act on that insight; and operating systems software. Its Systems and Technology segment provides computing and storage solutions, including servers, disk and tape storage systems and software, point-of-sale retail systems, and microelectronics. The company?s Global Financing segment provides lease and loan financing to end users and internal clients; commercial financing to dealers and remarketers of IT products; and remanufacturing and remarketing services. It serves financial services, public, industrial, distribution, communications, and general business sectors. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. IBM was founded in 1910 and is based in Armonk, New York.
Advisors' Opinion:- [By Holly LaFon]
TR: Warren said something about them in the annual report two years ago, which is he gave them credit for having the capacity for knowing what is knowable and important. He often says investing is about knowing what�� knowable and important, and he gave them praise for having that skill. More recently he�� not only given them high praise but also substantially increased amounts of money to manage. And in addition, he credits them for increasing contribution across the organization into other areas of responsibility. So I would think that even though it would not end up to his portfolio credit, that Ted would have been very involved in the acquisition of ResCap. And I think the investment of ResCap is probably better off because of his ability to handle it. And I suspect that Todd may have had some contribution to Bank of America (BAC), which is a very important investment that Berkshire made, and for IBM (IBM), which was a big investment.
- [By Dimitra DeFotis]
Among the largest components of the�SPDR Dow Jones Industrial Average exchange-traded fund�(DIA),�Visa�(V) and�International Business Machines�(IBM) are slighlty higher today, while�Goldman Sachs�(GS) shares rose nearly a point.
- [By Ryan Palmer]
In the world of stocks, today's losers are often tomorrow's winners and vice versa. �The three top-performing stocks in the Dow Jones Industrial Average for 2013 are�Boeing, Nike,�and�American Express.�It would be difficult to argue that any of those companies are cheap, as each costs more than 20-times earnings. However, a superior investment opportunity exists with one of the worst-performing stocks in the DJIA -- IBM� (NYSE: IBM ) .
- [By Benjamin Pimentel]
The tech sector also was weighed down by shares of Twitter Inc., (TWTR) �which were down 2.7% to close at $45.73, Intel Corp. (INTC) , which shed 0.4% to close at $25.89 and IBM Corp., (IBM) �which slipped 0.5% to close at $193.55.
Top Cheap Companies To Invest In Right Now: Lionbridge Technologies Inc.(LIOX)
Lionbridge Technologies, Inc. provides language, development, and testing services. Its Global Language and Content segment provides product localization services, such as creating foreign language versions of its clients? products and software applications, including the user interface, online help systems, and documentation; and content translation services, such as translating and maintaining clients? Web-based content, eLearning courseware and training materials, technical support, and sales and marketing information. It also offers technical authoring, eLearning courseware development, and production and integration of content; and global language and content services delivery. The company?s Global Development and Testing segment develops and maintains on-premise, SaaS, and smart phone and tablet applications, as well as provides Web production services. This segment also offers various testing services under the VeriTest brand, including managed test teams, test proc ess design, test automation, functional testing, performance testing, globalization testing, and product certification. In addition, it provides specialized search relevance, online content editorial, keyword optimization, and related services. Its Interpretation segment offers interpretation services for government business and healthcare organizations that require experienced linguists to facilitate communication. It provides interpretation communication services, such as onsite interpretation, over-the-phone interpretation and interpreter testing, training, and assessment services in approximately 360 languages and dialects. The company serves the technology, mobile and telecommunications, Internet and media, life sciences, government, manufacturing, automotive, retail, and aerospace sectors in the Americas, Europe, and Asia. Lionbridge Technologies, Inc. was founded in 1996 and is headquartered in Waltham, Massachusetts.
Advisors' Opinion:- [By Jeff Reeves]
Lionbridge (LIOX) is the kind of cheap, small-cap stock that investors love. This player has soared 60% in the last three months thanks to nice earnings and improving investor sentiment.
Top Cheap Companies To Invest In Right Now: Lattice Semiconductor Corporation(LSCC)
Lattice Semiconductor Corporation designs, develops, manufactures, and markets programmable logic products and related software. The company offers field programmable gate array (FPGA) products, including LatticeECP family for deployment in wireless infrastructure and wireline access equipment, as well as in video and imaging applications; and LatticeXP for the security, surveillance, and display markets. It also provides programmable logic device (PLD) products comprising various versions of ispMACH4000 in-system programmable complex programmable logic device family; MachXO family that is designed for a range of low density applications; platform manager, power manager, and ispClock programmable mixed signal devices; and software development tools and intellectual property cores. The company sells its products directly to end customers through a network of independent manufacturers? representatives and indirectly through a network of independent sell-in and sell-through distributors. It primarily serves original equipment manufacturers in the communications, computing, consumer, industrial, military, automotive, and medical end markets. The company was founded in 1983 and is headquartered in Hillsboro, Oregon.
Advisors' Opinion:- [By kcpl]
Lattice Semiconductor (LSCC) is doing well. It has seen improvements in its operations. The company excels in the manufacture of programmable chips which are sold in various segments such as mobile, communications, automotives, industrial etc. The reason for the company�� strong performance has been its key customers such as China Mobile and Cisco. On the back of a strong client base, Lattice has seen a good 40% growth in its stock price. Let us take a look at its business.
- [By Lee Jackson]
Lattice Semiconductor Corp. (NASDAQ: LSCC) is a top chip stock to buy at Jefferies. The company announced last month three new complete reference designs that will make it easier for electronic OEMs to deliver media-rich experiences to their end users by taking advantage of low-cost, industry-standard MIPI (Mobile Industry Processor Interface) camera, application processor and display technologies. The Jefferies price objective for the stock is $6.50, and the consensus is also at $6.50. Lattice closed yesterday at $4.63.
No comments:
Post a Comment