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Picks Performance:
Outperforms
43%
of community
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All-time Return
+9.57%
(in over 5 years)
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Risk (SD)
Moderate
0.00%
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Sharpe Ratio
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Followers
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Winning Picks
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Joseph Lazzaro's Blog Posts
BRCM
Broadcom: Sideways Action Creates an Opportunity
10/06/10
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Filed under: Broadcom Corp'A' (BRCM), Stocks to BuySemiconductor provider Broadcom Corp.'s (BRCM) shares, first discussed here on June 8, 2009 at a price of $25.82, meandered this summer, but just look on that sideways action as an extended opportunity to scoop up shares of a promising business model...
GT
Is Now a Good Time to Consider Goodyear?
10/05/10
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Filed under: Goodyear Tire and Rubber (GT), Stocks to BuyThe bear-hug formation by Goodyear Tire & Rubber Company (GT), on May 5, 2009 at a price of $13.30, appears to be over, and now may be good time to consider the shares.
After the August 30 stand aside observation, Goodyear continued to do...
 COV
Covidien's Shares Appear to Be on the Mend
10/05/10
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Filed under: Stocks to BuyIf you managed to take advantage of medical device supplier Covidien Ltd.'s (COV) dip, as noted in May, it proved to be a prudent move. Covidien, first discussed here on June 4, 2009 at a price of $35.65, appears to have found support at $35, and has recently moved back abov...
 URS
Is the Selling Over with URS Corp?
10/05/10
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Filed under: Stocks to SellTalk about disappointing seasons. The shares of professional engineering/construction services provider URS Corp. (URS), first discussed on June 5, 2009 at a price of $51.56, swooned this summer, hitting a low of about $35.
If you managed to survive the plunge, there is mo...
SWN
Southwestern Energy: Continue to Stand Aside
10/04/10
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Filed under: Stocks to BuyThe shares of independent natural gas/oil play Southwestern Energy (SWN), which I first wrote about on June 5, 2009 at a price of $42.38, are trending in the wrong direction: down.
SWN has totally misbehaved during the past 10 months. Specifically, Southwestern Energy's ch...
CNQ
Canadian Natural Resources Has What an Energy-Hungry World Needs
10/04/10
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Filed under: Stocks to BuyEven though the shares of Canadian Natural Resources (CNQ), first discussed here at the split-adjusted price of $31.80 on May 24, 2010, meandered this summer, I still like the business model. Here's why:
Canadian Natural Resources has the assets an energy-hungry world need...
VMC
Vulcan Materials: Stopped-Out for Loss
10/01/10
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They don't all work out. Vulcan Materials (VMC), first discussed here on June 3, 2009 at a price of $46.28, was stopped-out for a roughly 9-point loss at $37 on August 24, 2010.
Vulcan, a major producer of construction aggregates, asphalt and concrete, hit a high just shy of $60 in the spring, then...
NEM
Newmont Mining Bounces Higher
10/01/10
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Filed under: Newmont Mining (NEM), Stocks to BuyNewmont Mining (NEM), first discussed here on June 3, 2009 at a price of $46.42, continues to break new ground (pun intended) share price-wise, but it's not a stock for low-risk investors.
However, if you can tolerate volatility -- Newmont's stock prac...
Sustained $80 Oil Price Would Weigh on U.S. GDP, Earnings Growth
10/01/10
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Filed under: Commodities, OilOil probed $80 per barrel Thursday, largely on better-than-expected second quarter U.S. GDP growth of 1.7%, and a continued down-trend in U.S. initial jobless claims. Oil closed at $70.85, up $1.99.
Further, oil's recent rise from $70 to $80 demonstrates that crude's pri...
DHR
Is Danaher Poised to Move Higher?
09/30/10
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Filed under: Stocks to BuyBar code giant Danaher Corp. (DHR), first discussed here on June 4, 2009 at a split-adjusted price of $31.48, formed a double-bottom this summer, and I obviously still like the shares here.
Look for Danaher to post 2010 revenue growth of 12-15%. Danaher makes electronic an...
JWN
Has Nordstrom Put in a Bottom at $28?
09/30/10
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Filed under: Nordstrom, Inc (JWN), Stocks to BuyShareholders of Nordstrom Inc. (JWN), which I first discussed on May 21, 2010, at a price of $38.12, have endured a trying summer, to say the least.
After bursting through $46 in the spring, the shares fell in bear-hug fashion to about $28.35 -- a nearl...
Gold: Has the Easy Money Already Been Made?
09/29/10
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The market's investment-obsession-of-the-moment? Oh, one could pick several, but gold certainly has to be up there.
If you're a gold expert, by all means, invest or trade away. But the view from here argues: if you're not, stand aside.
There's a phrase in trading circles called 'dumb money, and d...
PKG
Has Packaging Corp's Sideways Action Created an Opportunity?
09/29/10
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Filed under: Stocks to BuyThe shares of Packaging Corp of America (PKG), first discussed here on June 3, 2009 at a price of $16.55, meandered this summer, but just look on that sideways action as an opportunity to scoop-up shares, at a relative bargain. Here's why:
Packaging Corp's revenue will like...
EFX
With Equifax, Patience Likely Will Be Rewarded
09/29/10
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Filed under: Stocks to BuyI first wrote about Equifax Inc. (EFX) on June 3, 2009, at a price of $27.06, and shares of the credit information provider swooned in spring, after rising to a high of about $37.
The down-slope was a surprise, and the shares even formed a bear hug this summer, amid the roug...
Martin Wolf: To Cut Debt We Must Borrow More
09/29/10
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Filed under: Forecasts, Financial CrisisFinancial Times columnist and economist Martin Wolf forwards the paradoxical, but nevertheless economically valid theory that "we can only cut debt by borrowing more."
Economic conservatives, including supply-side economics advocates and Tea Party backers, will...
GE
What Did GE's Summer Plunge Signal?
09/28/10
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Filed under: General Electric (GE), Stocks to BuyThe shares of diversified industrial giant General Electric (GE), first discussed on March 2, 2009 at a price of $13.80, took it on-the-chin this summer -- plummeting from a high near $20 in May to $13.75 in about two months. But I still like the share...
Brazil: World Is in a 'Currency War'
09/27/10
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Filed under: China, Brazil, Japan, Politics, CurrencyOne disastrous international trade policy of the 1930s concerned tariffs: nations increased tariffs on imports to protect domestic industries; when applied universally, it resulted in declining export sales and trade volumes. Tariffs made the Great...
ICE
Is IntercontinentalExchange's Summer Plunge Over?
09/27/10
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Filed under: Stocks to BuyThe shares of electronic marketplace IntercontinentalExchange Inc. (ICE), first discussed on June 2, 2009, at a price of $115.15, fell this summer and came dangerously close to the sell/stop loss at $88. Even so, the shares appeared to have bottomed at $90 -- creating an att...
SPLS
Has Staples Put in a Bottom at $17?
09/27/10
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Filed under: Staples Inc (SPLS), Stocks to Buy I first discussed Staples Inc. (SPLS) here on April 21, 2008, at a price of $22.11. The question now is, has the office supplies chain giant put in a bottom near $17? The calculation here is that it has.
Look for Staples to post FY2011 sales growth of 2%...
Will the Bank of Japan Intervene Again to Weaken Yen vs. Dollar?
09/24/10
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Filed under: Forecasts, CurrencyThe yen weakened early Friday on speculation that the Bank of Japan will re-enter the currency market to further sell the yen to protect exports, Bloomberg News reported.
That sets up a classic struggle between the Bank of Japan, which has already intervened this mont...
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