TiVo, Inc. (NASDAQ: TIVO) is a stock Peter Cohan looked at and gave five good reasons why this one could be a buy. The question is, however, whether the recent surge in the stock price already reflects these positives, or whether it still has room to grow.
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Stock pick and pans for troubled times: TIVO, MCD, BAA, SJM, AVP, SYK, CL ... |
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| Jan 30, 2009 06:30 PM UTC |
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Tracked Blogger
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Via BloggingStocks:
Filed under: Exxon Mobil (XOM), McDonald's (MCD), Avon Products (AVP), Boeing Co (BA), Colgate-Palmolive (CL), BP p.l.c. ADS (BP), Stocks to Buy, Stocks to Sell  Earnings season was in full bloom this week, and BloggingStocks contributors often made their choices following a company's report. With the exception of very few, the conclusion was to stay away from most stocks, which says a lot about how companies did overall. Still, there have been a select few that looked like good investment ideas even in these troubled times. So for those who can brave investing during such an earnings season, here are a few ideas from BloggingStocks contributors: <!---->
Last weekend, Barron's said oil was about to make a comeback and that the top companies include ExxonMobil (NYSE: XOM), Total (NYSE: TOT) and BP (NYSE: BP). Sheldon Liber, however, questions this call. McDonald's Corp. (NYSE: MCD) reported earnings this past week, and was one of the few stocks Jamie Dlugosch thought could make a good investment following the results. McDonald's is also one of the few companies that is actually expanding during the recession, mostly into emerging markets. The Boeing Company (NYSE: BA) also reported earnings the past week, but the same was not said about the airplane maker. Peter Cohan, Joe Lazzaro and Jamie Dlugosch all felt this one should be avoided. Banro (NYSE: BAA)'s calculated NAV is $15, according to Lance Lewisgiving its cash zero value. He doubts the stock would remain at $1.35 long, and indeed, already by the end of the week it jumped to $1.65. This could be just the beginning. The J.M. Smucker Company (NYSE: SJM) was Elizabeth Harrow's 2009 pick and she reiterated it this week. "There's a lot to like about SJM," she says and adds that "The stock boasts strong price action and a solid fundamental position, and it could catch an additional boost as the bears are forced out of their losing bets during the short term." Avon Products (NYSE: AVP) knocked on Jack Adamo's door this week (brought by Steven Halpern). He likes the CEO, says there's plenty of future growth on tap in China, India and South America, and with a 4% yield, he thinks the this is a good entry point for the stock. Stryker (NYSE: SYK) is a bargain at 15.1x next 12-month EPS, according to Royden Ward, as he expects 16% EPS growth in the next few years. The "steady stream of new health care products for an aging population coupled with well managed cost controls will push SYK's share price substantially higher in 2009." United States Natural Gas (NYSE: UNG) is an ETF that contains listed natural gas futures contracts in addition to forwards and swap contracts all related to the natural gas industry. Mitch Tuchman thinks buying the ETF could help you protect your heating bill. Colgate-Palmolive (NYSE: CL) reported this past week, and given how well it did, its continued cost cutting, not to mention the generous yield, Steven Mallas doesn't "think you'd go too wrong here with Colgate-Palmolive, since it is down for the year so far." Still, many companies were flagged as 'do not touch' by the bloggers, usually following quarterly earnings results. Here are a few of those in brief:
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