MB
Today I would like to talk about two Tech stocks, one that I think will go up in the long run, and one that I think can start falling very soon. Both of these stocks are bigger names in the tech world and the real world. One fell from grace and is starting to hit the bottom, while the other is up there in the world and can start falling if this story gets out. The two stocks I wish to talk about are Dell and AMD.
Stock that will go up in the long run:
Advanced Micro Devices(AMD) - 15.43
Right now AMD is three dollars up its 52-week low, it fell from the mid 30s over the past year, the reason for this is that AMD has 2 billion dollars in long term debt. Now your probably thinking how is this stock going to go up. Here is where the tech world comes in. AMD recently partnered with ATI, the graphics card manufacturer to broaden its horizon in the tech world. That there is one good thing. Secondly, AMD just announced two new chips to be released this summer, the first is called Phenom and the second is called Barcelona. The Barcelona chip is for lower end computers while the Phenom is for higher end computers. They both are bringing quad core power and the Barcelona is bragging about 2.9 GHz speed. The Phenom however is named for that very reason, AMD is looking for the Phenom to be exactly that, a Phenom in speed and power. Right now AMD is way behind Intel, but with these two chips it can gain ground on Intel and who knows even pass them eventually. These two chips will help develop the tech world and when more details are brought out about the Phenom may even advance it. I was watching Morning Bell a couple of days ago and one of the broadcasters set a price target for AMD at 19 or more. And after I did this research I believe him. You may not see full blown increases everyday from AMD to start, but by Q4 of this year after the chips are released and people are buying them, the stock will rise and regain its past glory.
Stock that I think will begin to fall:
Dell Inc(DELL) - 26.06
Today I was browsing around digg.com and I found something that I just had to click on, Dell is being sued by New York for fraud. They are being charged of false advertising and deceptive business procedures. After reading the article I was appalled by the way Dell acts when having people purchase new computers. To sum it up when a new customer buys a computer, Dell advertises that the customer will not have not have to pay any interest rates on it when charging for it. Dell then switches those accounts that are in the no interest rates and puts them in accounts where interest rates are greater then 20%. This allows Dell to make a nice profit. The court is forcing Dell to pay damages to its customers, create new standards for such to ensure this offense would not repeat itself, pay a $500 civil penalty for each penalty, reimburse the New York state court for court fees, and return profits through which it earned through its practices. So right now Dell is in a world of hurt. If you wish to read the entire article you can find it here:
http://www.pcworld.com/article/id,131902/article.html
Thursday, May 17, 2007
The Bottom
MH
The following is a quick rundown of two very good stocks that I think have either bottomed out or are close to bottoming out. One of the most satisfying feelings in the world is catching a stock with good fundamentals at the bottom when it's about to make it's run and vindicate itself by embarassing all the analysts who told everyone to start shorting it.
1) DNDN 6.51
Dendron is a company that focuses on making drugs to combat cancer. However, they received a huge setback about a week ago when the Feds wanted more information about their newest drug in the war against cancer. In turn, this delayed the release of the drug, which sent the shares plummeting from the respectable low 20's to a fledgling 5 dollars. Everyone watched as DNDN was brutalized in front of the whole country(CNBC felt the need to keep up on the screen that DNDN had depreciated so much). Despite this and my hero Jimmy Cramer saying that this was much too risky to buy, I flagrantly disagree. DNDN has a drug that is almost ready for release to treat prostate cancer and is working on drugs for breast, lung, kidney, and cervical cancer. Not only that, but DNDN has great fundamentals. I think this is a terrific speculative play, but you have to be willing to dump DNDN when it gets high enough. Remember, bulls and bears can prosper, but pigs get slaughtered.
2) GPIC 10.05
If ever there existed a speculative play, GPIC would be it. GPIC manufactures those RFID tags that you're beginning to see in your "friendly" WalMart stores these days. Whether this technology really ever becomes mainstream will be the deciding factor if GPIC's shares explode or not. I don't like GPIC solely because it might go haywire because of its RFID tags. I like it because it manufactures all sorts of gaming equipment(chips, playing cards, tables). The gaming area is an incredibly hot one right now, and I believe that with the opening of new casinos, GPIC will see an increase in its business.
The following is a quick rundown of two very good stocks that I think have either bottomed out or are close to bottoming out. One of the most satisfying feelings in the world is catching a stock with good fundamentals at the bottom when it's about to make it's run and vindicate itself by embarassing all the analysts who told everyone to start shorting it.
1) DNDN 6.51
Dendron is a company that focuses on making drugs to combat cancer. However, they received a huge setback about a week ago when the Feds wanted more information about their newest drug in the war against cancer. In turn, this delayed the release of the drug, which sent the shares plummeting from the respectable low 20's to a fledgling 5 dollars. Everyone watched as DNDN was brutalized in front of the whole country(CNBC felt the need to keep up on the screen that DNDN had depreciated so much). Despite this and my hero Jimmy Cramer saying that this was much too risky to buy, I flagrantly disagree. DNDN has a drug that is almost ready for release to treat prostate cancer and is working on drugs for breast, lung, kidney, and cervical cancer. Not only that, but DNDN has great fundamentals. I think this is a terrific speculative play, but you have to be willing to dump DNDN when it gets high enough. Remember, bulls and bears can prosper, but pigs get slaughtered.
2) GPIC 10.05
If ever there existed a speculative play, GPIC would be it. GPIC manufactures those RFID tags that you're beginning to see in your "friendly" WalMart stores these days. Whether this technology really ever becomes mainstream will be the deciding factor if GPIC's shares explode or not. I don't like GPIC solely because it might go haywire because of its RFID tags. I like it because it manufactures all sorts of gaming equipment(chips, playing cards, tables). The gaming area is an incredibly hot one right now, and I believe that with the opening of new casinos, GPIC will see an increase in its business.
Tuesday, May 15, 2007
Stock Talk Mid-Day May 15, 2007
MB
Stock that I like that will go up:
1. Agilent Technologies (A) - 37.53
I like this stock because they just reported their 1Q earnings being above their expectations. They also stated that they are expecting quite the run for their 2Q and 3Q. Jimmy Cramer is calling this one of those stocks to own for quite a while. Many Mutual Funds are raising the price tag on this stock to 38/39 after yesterday's conference call. As of now Agilent Tech is above their 52 week high, and I can only see this going higher in the future.
Stock that I like that I think will go up in the long run:
1. Microsoft (MSFT) - 31.00
I think this stock will go up in the long run to possibly 35-40 over the summer into the holiday months. I say this because of one effect, the effect I will call "The Halo Effect". Starting tomorrow the Halo 3 Beta begins for anyone who bought the game Crackdown, those who don't have this game or console may go out and buy it to get into one of the biggest events in video game history. Also Microsoft has created Games For Vista which is a line of games made just for the Vista Operating System. One of these games coming out is called Shadowrun, it is a First Person shooter where players can play with those on the Xbox 360 and PC. Other potential console sellers for Microsoft are Forza 2, Mass Effect, and Halo 3. Out of all of them Halo 3 will move Microsoft the most just like what Halo 1 did for the original Xbox. Look for this stock to raise around the late summer months into the holiday season.
Stock that I like that is on the wire
1. Apple (AAPL) - 109.76
While Apple is doing very well, the balance of this stock falls into the hands of the iPhone when it comes out. If the iPhone does very well this stock is going to boom, but if the iPhone doesn't live up to expectations, the stock can go down quite a bit. I personally think the iPhone will do well, at first it may have a couple of glitches, many will go out and still buy one. Apple has of now in the present day is only helping its stock, it just upgraded the ever popular Macbook and is offering exclusive Pre-Orders for Paul McCartney's latest album. This is still one of those stocks on the wire for me just because of the iPhone, if it does well this stock will boom.
MH
Stocks that will make you consistent money:
1) Arch Coal(ACI) 38.91
I began recommending ACI in an accounting paper when the stock was at 28 almost three months ago. I did all my homework on ACI: looked at every financial statement and even listened to the most recent conference call. Fact is, ACI is a cyclical stock and as long as the Fed doesn't go ahead and raise rates on us, ACI is going to have consistent growth up until the 40's. This company is extremely well run and has continued to inch forward, despite first quarter earnings that were well below Q4 of 2006(mainly due to the cyclical nature of the stock). Be warned though, if the Fed decides to raise rates, consider dumping ACI.
2) Alcoa(AA) 39.21
Another cyclical stock here with great gradual growth potential. No, you will not wake up one morning and see that AA has jumped all the way to 50(unless it proposes another takeover deal), but nonetheless, AA is a great local stock.
Stocks that could be headed for a huge jump:
1) Robert Half International(RHI) 35.00
Not many people know about this company, so let me give you a brief introduction. They have consulting and auditing services. I listened to the latest conference call, and management still appears to have a lot of confidence in the stock, despite the fact that it had plummeted from the mid 40's to the low 30's in a matter of days. One of the biggest things that I look for in a company is Debt:Equity ratio, and it's about 1:2.5 for this company, which is great news. Not only that, but they have almost no long term debt! Look for this to go to the mid 40's in the next few weeks.
2) Buffalo Wild Wings(BWLD) 79.20
Even though Cramer mentioned this on his show, I'm completely agreeing with him that Buffalo Wild Wings is going much, much higher. They have exhibited huge growth potential despite the fact that they haven't even begun to go national. One of the golden rules of food or retail stocks is to get them as they are moving from a local to a national level(which I believe BWLD is). Look for huge growth from them in the next 6 months.
3) Jones Soda(JSDA) 20.33
After a extremely impressive run earlier this year from 12 dollars to almost 30, the stock has dipped back into the low 20's. I still believe that there is incredible amounts of growth associated with this brand as they have just begun to enter the soda industry. Although they are in an industry where Coke and Pepsi have been stagnant, they bring an X factor: they use high fructose corn syrup in their product which differs from Coke and Pepsi. Once again, I warn you though, for as much upside this stock brings, there is also a large amount of risk involved.
Stocks I would consider selling or shorting:
1) Foster Wheeler(FWLT) 96.00
People are going to start going crazy on me for this one. However, I think that FWLT is headed for a big fall after it had an immaculate run from the mid 60's to almost 100. The fact of the matter is that a company who is focused on chemicals and energy just cannot maintain that type of growth for so long. Despite the fact that it is up another 5% today, I would begin selling FWLT at 96 and start shorting it right here. Look for FWLT to descend back into the low 80's or high 70's by the end of next week
Stock that I like that will go up:
1. Agilent Technologies (A) - 37.53
I like this stock because they just reported their 1Q earnings being above their expectations. They also stated that they are expecting quite the run for their 2Q and 3Q. Jimmy Cramer is calling this one of those stocks to own for quite a while. Many Mutual Funds are raising the price tag on this stock to 38/39 after yesterday's conference call. As of now Agilent Tech is above their 52 week high, and I can only see this going higher in the future.
Stock that I like that I think will go up in the long run:
1. Microsoft (MSFT) - 31.00
I think this stock will go up in the long run to possibly 35-40 over the summer into the holiday months. I say this because of one effect, the effect I will call "The Halo Effect". Starting tomorrow the Halo 3 Beta begins for anyone who bought the game Crackdown, those who don't have this game or console may go out and buy it to get into one of the biggest events in video game history. Also Microsoft has created Games For Vista which is a line of games made just for the Vista Operating System. One of these games coming out is called Shadowrun, it is a First Person shooter where players can play with those on the Xbox 360 and PC. Other potential console sellers for Microsoft are Forza 2, Mass Effect, and Halo 3. Out of all of them Halo 3 will move Microsoft the most just like what Halo 1 did for the original Xbox. Look for this stock to raise around the late summer months into the holiday season.
Stock that I like that is on the wire
1. Apple (AAPL) - 109.76
While Apple is doing very well, the balance of this stock falls into the hands of the iPhone when it comes out. If the iPhone does very well this stock is going to boom, but if the iPhone doesn't live up to expectations, the stock can go down quite a bit. I personally think the iPhone will do well, at first it may have a couple of glitches, many will go out and still buy one. Apple has of now in the present day is only helping its stock, it just upgraded the ever popular Macbook and is offering exclusive Pre-Orders for Paul McCartney's latest album. This is still one of those stocks on the wire for me just because of the iPhone, if it does well this stock will boom.
MH
Stocks that will make you consistent money:
1) Arch Coal(ACI) 38.91
I began recommending ACI in an accounting paper when the stock was at 28 almost three months ago. I did all my homework on ACI: looked at every financial statement and even listened to the most recent conference call. Fact is, ACI is a cyclical stock and as long as the Fed doesn't go ahead and raise rates on us, ACI is going to have consistent growth up until the 40's. This company is extremely well run and has continued to inch forward, despite first quarter earnings that were well below Q4 of 2006(mainly due to the cyclical nature of the stock). Be warned though, if the Fed decides to raise rates, consider dumping ACI.
2) Alcoa(AA) 39.21
Another cyclical stock here with great gradual growth potential. No, you will not wake up one morning and see that AA has jumped all the way to 50(unless it proposes another takeover deal), but nonetheless, AA is a great local stock.
Stocks that could be headed for a huge jump:
1) Robert Half International(RHI) 35.00
Not many people know about this company, so let me give you a brief introduction. They have consulting and auditing services. I listened to the latest conference call, and management still appears to have a lot of confidence in the stock, despite the fact that it had plummeted from the mid 40's to the low 30's in a matter of days. One of the biggest things that I look for in a company is Debt:Equity ratio, and it's about 1:2.5 for this company, which is great news. Not only that, but they have almost no long term debt! Look for this to go to the mid 40's in the next few weeks.
2) Buffalo Wild Wings(BWLD) 79.20
Even though Cramer mentioned this on his show, I'm completely agreeing with him that Buffalo Wild Wings is going much, much higher. They have exhibited huge growth potential despite the fact that they haven't even begun to go national. One of the golden rules of food or retail stocks is to get them as they are moving from a local to a national level(which I believe BWLD is). Look for huge growth from them in the next 6 months.
3) Jones Soda(JSDA) 20.33
After a extremely impressive run earlier this year from 12 dollars to almost 30, the stock has dipped back into the low 20's. I still believe that there is incredible amounts of growth associated with this brand as they have just begun to enter the soda industry. Although they are in an industry where Coke and Pepsi have been stagnant, they bring an X factor: they use high fructose corn syrup in their product which differs from Coke and Pepsi. Once again, I warn you though, for as much upside this stock brings, there is also a large amount of risk involved.
Stocks I would consider selling or shorting:
1) Foster Wheeler(FWLT) 96.00
People are going to start going crazy on me for this one. However, I think that FWLT is headed for a big fall after it had an immaculate run from the mid 60's to almost 100. The fact of the matter is that a company who is focused on chemicals and energy just cannot maintain that type of growth for so long. Despite the fact that it is up another 5% today, I would begin selling FWLT at 96 and start shorting it right here. Look for FWLT to descend back into the low 80's or high 70's by the end of next week
There Goes Swifty
Hello everyone and welcome to Loose the Bulls, here we will talk about the bull markets and the stocks in them. This blog is ran by two college students who are majoring in Economics. Remember there is always a bull market, and we are going to help you find it.
Mike Bradburn is going to be a Junior at the University of Pittsburgh, he majors in Computer Science and Economics. He got into the stock world by watching Jim Cramer's show Mad Money and reading his books. He loves the tech stocks and considers that his forte. Some of his favorite stocks include Microsoft(MSFT), Apple(AAPL), and Sun Microsystems(SUNW).
Matt Hartman is going to be a Junior at the University of Penn State with a major in Economics. He is a part time investor who got into the stock world thanks to 50 billion cent himself, Jim Cramer. After graduation, he hopes to move to New York City and become a stock broker and eventually a money manager. His favorite stocks include Jones Soda(JSDA), Foster Wheeler(FWLT), and Apple(AAPL).
To clarify whose section is whose, we will begin each commentary with the initials of the author of the current section.
Mike Bradburn is going to be a Junior at the University of Pittsburgh, he majors in Computer Science and Economics. He got into the stock world by watching Jim Cramer's show Mad Money and reading his books. He loves the tech stocks and considers that his forte. Some of his favorite stocks include Microsoft(MSFT), Apple(AAPL), and Sun Microsystems(SUNW).
Matt Hartman is going to be a Junior at the University of Penn State with a major in Economics. He is a part time investor who got into the stock world thanks to 50 billion cent himself, Jim Cramer. After graduation, he hopes to move to New York City and become a stock broker and eventually a money manager. His favorite stocks include Jones Soda(JSDA), Foster Wheeler(FWLT), and Apple(AAPL).
To clarify whose section is whose, we will begin each commentary with the initials of the author of the current section.
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