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Joseph Lazzaro's Blog Posts
 ESRX
Has the Express Scripts Pullback Created an Opportunity?
03/14/11
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Filed under: Stocks to BuyPharmacy benefits manager Express Scripts (ESRX), which I first wrote about on June 9, 2009, at a 2-for-1 split-adjusted price of $31.82, zipped through major, psychological resistance at $50 this winter. It pushed $59, before pulling back slightly, but I obviously still lik...
M
Macy's: Indomitable, Iconic Retailer
03/13/11
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Filed under: Stocks to BuyIconic, battle-honed retailer Macy's Inc. (M), first discussed here on June 17, 2009, at a price of $11.23, has pulled back slightly to about $23 after a better-than-decent run-up in 2010. But just view that dip as an opportunity to scoop up shares of a preferred company.
F...
COV
Covidien: Time to Take Some Profits?
03/11/11
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Filed under: Stocks to BuyMedical device supplier Covidien Ltd. (COV), first discussed here on June 4, 2009 at a price of $35.65, continues to vector higher, taking out major, psychological resistance at $50 with ease.
Hence, if you haven't already, it's probably a good idea to to consider taking s...
PHG
Is Philips Headed to $40 and Beyond?
03/09/11
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Filed under: Stocks to BuyThe shares of Amsterdam-based conglomerate and light bulb maker Koninklijke Philips Electronics (PHG), commonly known as Philips, first discussed here on June 2, 2009, at a price of $20.30, have retaken the $30-level to trade at/near $33, and if you haven't already, now may ...
PKG
Packaging Corp. of America Is in an Uptrend
03/09/11
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Filed under: Stocks to BuyPackaging Corp. of America (PKG), first discussed here on June 3, 2009, at a price of $16.55, continues to move higher this winter, pushing toward the $30 level. I obviously still like the business model at this juncture.
Packaging Corp.'s revenue will likely increase about ...
EFX
Equifax Meanders Near $36
03/08/11
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Filed under: Stocks to BuyCredit information provider Equifax Inc. (EFX), which I first wrote about on June 3, 2009 at a price of $27.06, has meandered at/near $36 this winter, but I still like the business model.
Look for Equifax to post a 7% 2011 revenue gain, on a continued, slow recovery in cred...
SJM
J.M. Smucker Hurdles Above $70
03/08/11
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Filed under: Stocks to BuyThe J.M. Smucker Compan's (SJM) shares, which I first wrote about on May 29, 2009 at a price of $40.26, have jumped above $70, and if you haven't already, now may be a good time to consider taking some profits off the table with SJM if you're in at/near $40.
However, those...
SPLS
Is Now a Good Time to Consider Staples?
03/08/11
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Filed under: Staples Inc (SPLS), Stocks to BuyThe shares of office supplies chain giant Staples Inc. (SPLS), first discussed here on April 21, 2008 at a price of $22.11, have dipped to about $20 after push ing$24 earlier this winter. However, despite the decline, I still like the business model. Here...
HD
Is Home Depot Headed to $45 and Beyond?
03/08/11
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Filed under: Home Depot (HD), Stocks to BuyThe shares of Home Depot (HD) first discussed on May 20, 2009 at a price of $23.83, continue to venture north this winter, pushing above $37, and now may be a good time to consider taking some profits with HD, if you're in at/near $24.
However, those inves...
AEP
American Electric Power Is Trying Investors' Patience
03/07/11
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Filed under: Stocks to BuyUtility American Electric Power's (AEP) shares, first discussed here on May 4, 2009, at a price $25.38, continues to meander this winter, and were it not for the company's utilities sector status, the trade would have been closed for a roughly 10-point gain. For now, the tra...
AFL
Aflac Inches Toward $60 a Share
03/07/11
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Filed under: AFLAC Inc (AFL), Stocks to Buy Totally unsexy play Aflac Inc. (AFL), an insurer that I first wrote about on May 28, 2009, at a price of $36.07, has progressed toward $60 this winter. I still like the stock at this stage, and here's why.
Aflac's 2011 revenue will likely increase an impres...
SLB
Schlumberger Vectors Toward $100 a Share
03/06/11
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Filed under: Stocks to BuyI first wrote about Schlumberger (SLB) here on May 6, 2009, at a price of $56.09. Shares of oil and natural gas servicer have jet-streamed toward major, psychological resistance at $100, easily clearing $90 on the way. It goes without saying that if you haven't already, now ...
SMG
How Green Will 2011 Be for Scotts Miracle-Gro?
03/04/11
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Filed under: Stocks to BuyThe Scotts Miracle-Gro Company (SMG), which I first wrote about on May 20, 2009 at a price of $34.88, appears poised to breakout to the upside, above $60, and I obviously still like the business model at this stage.
Scotts will likely record 2011 revenue growth of 5-8%, bo...
SU
Suncor Energy Continues to Chop Higher
03/04/11
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Filed under: Stocks to BuyAs noted earlier, if you're looking for a slow, predictable play, pass on Canada-based oil sands play Suncor Energy (SU).
Suncor, which I first wrote about on February 5, 2009 at a price of $18.35, has chopped and bounced its way up to about $48, primarily on oil's sustaine...
Madison Square Garden: For Now, Stand Aside
03/04/11
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Filed under: Business of SportsMadison Square Garden, Inc.'s (MSG) shares have risen more than 40% in the past six months and are currently testing $30 resistance. Even so, I'd avoid the shares at this stage.
The company operates the namesake sports/entertainment arena in New York City, and also ow...
UPL
Ultra Petroleum: More Sideways Action
03/03/11
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Filed under: Stocks to BuyThe sideways action continued this winter with Independent oil/natural gas company Ultra Petroleum (UPL), first discussed here on June 4, 2009 at a price of $46.
The stock has failed to break through major, psychological resistance at $50 despite repeated flirtations with i...
EBAY
eBay Is in an Uptrend
03/02/11
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Filed under: eBay (EBAY), Stocks to BuyThe shares of eBay Inc. (EBAY), first discussed here on on May 14, 2009 at a price of $16.84, have pushed through psychological resistance at $30, and now may be a good time to consider taking some profits off the table with EBAY, if you're in at/near $17.
How...
CVC
Is Cablevision Headed to $45 and Beyond?
03/02/11
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Filed under: Stocks to BuyCablevision Systems Corp.'s (CVC) stock, first discussed here on May 29, 2009 at a price of $19.03, has moved to higher ground near $40, and if you haven't already, now may be a good time to consider taking some profits if you're in at/near $19.
However, those investors who...
ORLY
Has O'Reilly Automotive's Pullback Created an Opportunity?
03/02/11
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Filed under: Stocks to BuyIn this economy, with its geopolitical risk and event risk, expect short-term profit taking, and that's probably what occurred recently with auto parts giant O'Reilly Automotive (ORLY), which I first wrote about here on May 18, 2009, at a price of $37.02.
O'Reilly retreated ...
Oil and Natural Gas: The Anomaly Continues
03/01/11
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Filed under: Forecasts, Commodities, OilIf, as an investor, you're surprised by the ongoing anomaly in the oil/natural gas relationship, you're not the only one.
The background: Oil historically trades at about 8 times the price of natural gas. Currently it's trading at 25.8 times natural gas. Abou...
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