7 1/2 1 2 > >|
Today's Top Stocks Chart(DOW & NASDAQ):

Chart for Dow     Chart for Nasdaq

[ jonson | 2010-7-28 21:26 | Read more: 92 | Catalog: Stocks Quotes ]

"What is your favorite government agency, and why?"

"What are the two largest holdings in your own personal wealth?"

"What is your trade of the new decade [best long and short idea for the next ten years]?"

"Where will the Dow and gold be a year from now...and what is your favorite chilled beverage?"

The questions came on thick and fast at last night's "rough and tumble" Whiskey Bar Debate here in Vancouver. If you've attended our little shindig before, you'll know what it's all about. If you haven't yet partaken in the feistiest chapter of our annual symposium, we basically get our most outspoken, controversial contrarians liquored-up and hit them with a slew of attendee-penned questions.

Here's a taste of what went down when the Trade of the (New) Decade question popped up, as relayed by our mates over at The 5-Minute Forecast:

 

新窗口阅读 Read more and comment ...
[ jonson | 2010-6-18 8:20 | Read more: 180 | Catalog: Top Stocks Market ]

Aflac (AFL): Dirk Van Dijk's top stocks to buy for 2011

"Aflac (NYSE: AFL) is best known in the U.S. for its 'duck ads,' but actually earns over 75% of its money from Japan," says Dirk Van Dijk.
 
 In selecting the stock as his top pick for 2011, the strategist for Zacks.com, recalls "Aflac happens to be an old favorite of mine, a stock that I first recommended back in 1991." Here's his current update.
 
"In the U.S., its policies are sold through employers on a payroll deduction, as part of companies 'cafeteria plans'. They are pretty straight forward. If you get sick and can't work, or are in the hospital, it pays out a set mount directly to the insured.
 
"It is thus not at risk for rising health care costs (but is if more people get sick). The U.S. unit was under some pressure as payrolls shrank, but with some positive news on the employment front, that should turn around. 
 
"In Japan, once people get AFL insurance they don’t drop it (which is very important in the life and health insurance industry) with a persistency rate of 95%.
 

新窗口阅读 Read more and comment ...
[ jonson | 2010-6-12 7:21 | Read more: 105 | Catalog: Stocks Quotes ]

Excerpted from his presentation to the Ira Sohn Investment Research Conference on May 26, 2010

We should have learned by now that every credit – no matter how unthinkable its failure would be – has risk and requires capital. Just as trivial capital charges encouraged lenders and borrowers to overdo it with AAA rated CDOs, the same flawed structure in the government debt market encourages and therefore practically ensures a repeat of this behavior – leading to an even larger crisis. (Greenlight continues to hold short positions in the common stock of the rating agencies, Moody’s and McGraw Hill [owners of S&P]).

I remember hearing that the rating agencies would never downgrade MBIA or Fannie Mae…I don’t believe a US debt default is inevitable. On the other hand, I don’t see the political will to make voluntary efforts to steer the country away from crisis. If we wait until the markets force action, as they have in Greece, we might find ourselves negotiating austerity programs with foreign creditors.

新窗口阅读 Read more and comment ...
[ jonson | 2010-6-12 7:14 | Read more: 153 | Catalog: Best Stock Investment ]
Looking for a shopping list of new top stock to buy for 2011? Each year for 27 years, we have turned to the nation's most respected and well-known newsletter advisors and asked them for their single favorite stock or fund ideas for the coming 12 months.
 
With 80 advisors participating in this year's survey, there's something for every type of investor, from high quality blue chips to speculative home runs. 
 
While past performance is never a guarantee of future results, we would note that the stocks chosen by the 75 advisors participating in last year's report outperformed the general market by nearly 80%. 
 

新窗口阅读 Read more and comment ...
[ jonson | 2010-5-12 20:59 | Read more: 229 | Catalog: Best Stock Investment ]

Top Stocks To Buy For 2011 No.1: Amedysis (AMED)

From: J. Royden Ward
 
J. Royden Ward is the editor of Cabot Benjamin Graham Value Letter, a newsletter that -- as its name suggests -- focuses on stocks that meet the criteria of legendary value investor Ben Graham.
 
For his top pick for 2011, he the advisor looks to Amedisys (NASDAQ: AMED), a provider of home health care and hospice services.
 
"Despite government e?orts, health care costs continue to rise to unacceptable levels in the U.S. But there are alternatives that o?er dependable care at substantially less cost to patients and to taxpayers, and I believe one option, home health care, will become an important alternative to lengthy hospital and nursing home stays. 
 
"My top stock for 2011 is the largest company in the home health care sector whose impeccable reputation for delivering reliable care is providing the company with exciting new opportunities for exceptional growth.
 
"Amedisys is a leading provider of home health care and hospice services. The company typically provides skilled nurses or nurse assistants who coordinate health care with the patient’s family and physician.
 
"The company operates more than 500 Medicare-certified home health agencies and 50 hospice agencies in 37 U.S. states and Puerto Rico. "The company’s home health care services provide assistance to patients recovering improving patients’ quality of life through physical, speech or other therapy.
 
"For example, the company educates patients on how to avoid falls in the home, which are the leading causes of patients re-entering hospitals. Approximately 87% of Amedisys’ home health care services are covered by Medicare. 
 
"Amedisys also o?ers hospice home care services for terminally ill patients. Hospice services are designed to provide basic care and comfort to patients and support to family members.
 
"Compared to hospitals and nursing homes, Amedisys can save patients, families and the health care system huge amounts of money. Health care delivered in patients' homes is far less expensive than health services delivered in hospitals and nursing homes.
 
"The home health care industry is fragmented with 9,200 home health care agencies and 3,000 hospice agencies operating in the U.S. Amedisys is actively acquiring smaller home health care agencies that fit the company’s acquisition plans, as well as opening their own new agencies at a rapid pace. 
 
"The growth opportunities in the home health care industry are obvious. The growing numbers of elderly, and the need for less expensive health care including home health care, will likely create industry growth of 15 to 20% during the next several years and decades. 
 
"Revenues climbed 39% and EPS soared 57% during the 12 months ended 9/30/09. Analysts are forecasting 14% sales growth and 11% EPS growth for the next 12 months, but we believe Amedisys will produce sales and earnings growth exceeding 20%.
 
"We base our growth projections on the company’s aggressive acquisition program along with its ability to open new agencies e?ciently and profitably. AMED shares are clearly undervalued at 8.3 times our EPS estimate for the next 12-month period."
 

新窗口阅读 Read more and comment ...
7 1/2 1 2 > >|