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All-time Return
-12.22%
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SA Editor Eli's Blog Posts
INP
RSX
Russia's Too Risky - Barron's
08/17/08
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Russia's stock market (ETF: RSX) rose 4% last week despite its ongoing conflict with Georgia, as "investors seem more worried about oil prices than about a revival of Soviet-style imperialism," Barron's says. Still, despite a low P/E ratio of 7, the magazine says investors can do better elswhere. Th...
INP
RSX
Russia's Too Risky - Barron's
08/17/08
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Russia's stock market (ETF: RSX) rose 4% last week despite its ongoing conflict with Georgia, as "investors seem more worried about oil prices than about a revival of Soviet-style imperialism," Barron's says. Still, despite a low P/E ratio of 7, the magazine says investors can do better elswhere. Th...
DVN
XTO
Energy Stocks Are Too Cheap to Ignore - Barron's
08/10/08
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One of the sharpest corrections ever in energy stocks, which has dragged shares of most large energy companies to below 10x next year's earnings, is a seldom-seen opportunity to make 25% or more on your money over the coming year, Barron's Andy Bary says. Energy analyst David Kistler notes major ind...
VZ
T
Cable Has the Edge Over Telcos - Barron's
08/03/08
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Barron's Tech Trader Eric Savitz says recent Q2 earnings results give him every reason to believe telcos are being owned (or pwned) by the cable industry. Verizon (VZ) lost 1.7M access lines last quarter, and 171K DSL lines - the first time ever a U.S. telco has lost net DSL customers. It did add 17...
ISRG
Intuitive Surgical: Great Product, Expensive Stock - Barron's
07/27/08
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Barron's Bill Alpert, a beneficiary of Intuitive Surgical's (ISRG) da Vinci surgical robot after a bout with prostate cancer, has nothing but praise for the company's product - but is more guarded in his outlook for its shares. Don't allow my ungrateful scrutiny of Intuitive's stock price to blind y...
GOOG
MSFT
Bear Bottom Yet to Be Seen - Barron's
07/27/08
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There's every reason to believe we haven't yet reached bottom, Barron's Vito Racanelli posits: Bear markets eventually get to all equity sectors, notes Mike O'Rourke, chief market strategist at broker BTIG. After housing, retail, financials -- and energy last week -- have been hit, technology might ...
GOOG
MSFT
Bear Bottom Yet to Be Seen - Barron's
07/27/08
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There's every reason to believe we haven't yet reached bottom, Barron's Vito Racanelli posits: Bear markets eventually get to all equity sectors, notes Mike O'Rourke, chief market strategist at broker BTIG. After housing, retail, financials -- and energy last week -- have been hit, technology might ...
ROH
DOW
DuPont Looks Better Than Dow - Barron's
07/13/08
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Shares of Dow Chemical (DOW) fell another 7% last week - a reflection the markets felt CEO Andrew Liveris's $18.8B takeover of Rohm and Haas (ROH) was too rich. Barron's Andrew Bary thinks they may have a point: The $78-a-share purchase price translates into about 21 times Rohm's estimated 2008 pr...
BF.B
 STZ
Barron's Drinks to Constellation
07/06/08
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One of the few good-news stories of last week came from wine-maker Constellation Brands (STZ) - which reported a 50% jump in FQ1 net income, and gross margins that rose more than 5% to 35%. Its shares still trade at a substantial bargain to its peers, Barron's The Trader notes: At about $21, Const...
MVL
Marvel's in for a Hulk of a Lawsuit - Barron's
06/29/08
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Barron's Bill Alpert (free) does some investigative reporting - and comes up with some serious questions about Marvel Entertainment (MVL). Marvel - owner of more than 5,000 characters including Spider-Man, Iron Man, Hulk and X-Men - has made a spectacular comeback since its bankruptcy in 1998. Share...
BK
T
Mid-Year Picks and Pans From Barron's Roundtable Part III
06/15/08
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Barron's magazine returns to its 11 Roundtable participants, who weigh-in with their mid-year thoughts, and updated stock picks. (see part I and part II)Felix Zulauf He sees 3-4 years of market choppiness ahead. Financials and consumers will remain weak; energy and agriculture stocks will keep ri...
BK
T
Mid-Year Picks and Pans From Barron's Roundtable Part III
06/15/08
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Barron's magazine returns to its 11 Roundtable participants, who weigh-in with their mid-year thoughts, and updated stock picks. (see part I and part II)Felix Zulauf He sees 3-4 years of market choppiness ahead. Financials and consumers will remain weak; energy and agriculture stocks will keep ri...
TR
UPL
Mid-Year Picks and Pans From Barron's Roundtable Part II
06/15/08
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Barron's magazine returns to its 11 Roundtable participants, who weigh-in with their mid-year thoughts, and updated stock picks (see parts I and III)Marc Faber Stock market negatives include still-inflated earnings estimates, potentially higher interest rates, and an Obama candidacy. He likes ...
SWN
GLD
Mid-Year Picks and Pans From Barron's Roundtable Part II
06/15/08
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Barron's magazine returns to its 11 Roundtable participants, who weigh-in with their mid-year thoughts, and updated stock picks (see parts I and III)Marc Faber Stock market negatives include still-inflated earnings estimates, potentially higher interest rates, and an Obama candidacy. He likes ...
BOLT
WFC
Mid-Year Picks and Pans From Barron's Roundtable
06/15/08
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Barron's magazine returns to its 11 Roundtable participants, who weigh-in with their mid-year thoughts, and updated stock picks (see parts II and III). Bill Gross Tepid growth should keep the Fed from hiking rates despite relatively high inflation. Foreign reserves, bolstered by another $500B in...
BOLT
WFC
Mid-Year Picks and Pans From Barron's Roundtable
06/15/08
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Barron's magazine returns to its 11 Roundtable participants, who weigh-in with their mid-year thoughts, and updated stock picks (see parts II and III). Bill Gross Tepid growth should keep the Fed from hiking rates despite relatively high inflation. Foreign reserves, bolstered by another $500B in...
FSL
MCHP
Eight Semi Picks From Those in the Know - Barron's
06/08/08
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Semiconductor analysts at last week's Churchill Club's 12th annual Semiconductor Outlook dinner insist that despite a soft outlook for the sector, there is money to be made by seeking out companies in good product cycles. Barron's Eric Savitz lets us in on the picks of some industry experts: Chr...
XLY
RTH
Consumer Confidence Down, Time to Buy Retail - Barron's
06/01/08
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Retail stocks have climbed in recent weeks as investors hope imminent rebate checks will spur spending. Indeed, a recent survey shows almost 30% of Americans plan to spend the checks. Another 40% will use them to pay down credit-card bills -- but how long will those balances stay down? Retail HOLDRS...
 FTI
SLB
FMC Shares Priced For Perfection - Barron's
05/25/08
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FMC Technologies (FTI) is the leading provider of sophisticated sub-sea systems for deep-water drilling. Shares have more than doubled over the past year amid strong earnings growth (30%/year over five years) and market-share gains (now more than 40%). Blowout Q1 earnings and heavy-handed stock repur...
ELNK
UNTD
United Online's Future Looks Rosy - Barron's
05/11/08
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Barron's notes that of the two major dial-up ISPs still doing business -- EarthLink (ELNK) and United Online (UNTD) -- the latter has managed to diversify into successful new revenue streams (Classmates.com and online loyalty marketer MyPoints), while the former has not.<!---->
Now United CEO Mar...
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