SocialPicks Sentiment:
** v.s.
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This Quarter's Sentiment:
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From the Blogosphere
3 Stocks With Heaps of Free Cash Flow
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 Lockheed Martin (LMT)
Free Cash Flow Yield: 12%
Dividend Yield: 3%
Eaton (ETN)
Free Cash Flow Yield: 14%
Dividend Yield: 3.6%
Pfizer (PFE)
Free Cash Flow Yield: 15%
Dividend Yield: 3.8%
Stock...
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Bookkeeping: Short Capital One Financial (COF), Wynn Resorts (WYNN) and Eaton (ETN)
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My master plan here is to be net short (substantially so) if and when we get north of S&P 1000 as I expect the already exasperated shorts to just begin heaving (physically). I am simply building a basket of nonsense valuations that is growing by the day - you can shoot them in a barrel; they are everywhere - Whole Foods (WFMI), Whirpool (WHR), any stock that starts with W... ok, not really. Harley Davidson (HOG), etc.
These will all look exactly the same as the ones I added this morning - stocks trading at 25-40x+ forward estimates (or infinity in some cases as some companies won't be prof...
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Bookkeeping: Short Caterpillar (CAT), PPG Industries (PPG)
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The 'early cycle' plays are simply on fire - no matter the valuation. Caterpillar (CAT), PPG Industries (PPG), Eaton (ETN) - all those names last week who beat on nothing but tax changes, headcount cuts, benefit reductions, etc etc. Not that it matters - valuation is a worry for the past in a momo dominant program trading era. The latest to surge on "recovery" is Masco (MAS) today.
 CAT is now trading at 30x forward estimates for 2009. That said, I am going to begin a half size short position on Caterpillar and half size on PPG Industries. Only 2% exposure here at $42.90 for CAT. I wil...
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Earnings highlights: Caterpillar, DuPont, GE, Halliburton, Texas Instruments ...
Filed under: Earnings reports, General Electric (GE), 3M Corporation (MMM), Caterpillar (CAT), Halliburton (HAL), Boston Scientific (BSX), duPont(E.I.)deNemours (DD), Texas Instruments (TXN), United Technologies (UTX), Eaton Corp (ETN) Here are some highlights from last week's earnings coverage from BloggingStocks: <> AK Steel Holding Corp. (NYSE: AKS) posted a smaller-than-expected Q2 net loss as steel prices rise. Boston Scientific Corp. (NYSE: BSX) posted a better-than-expected Q2 profit on strong overseas sales. <>Caterpillar Inc. (NYSE: CAT) shares jumped after it beat earnings, >>...
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Trading Radar for 7/20: Halliburton (HAL), Eaton (ETN), Legg Mason (LM), Texas Instruments (TXN), Canadian National Railway (CNI), Boston Scientific (BSX), Allscripts (MDRX), Hasbro (HAS) Report
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The Trading Radar highlights key earnings and economic announcements for tomorrow's trading session:<u>Before Market Opens:</u>Earnings:Astec Industries (Nasdaq: ASTE) - consensus EPS $0.40Ceragon Networks (Nasdaq: CRNT) - consensus EPS $0.04Eaton (NYSE: ETN) - consensus EPS $0.17Halliburton (NYSE: HAL) - consensus EPS $0.28<u>Intraday or Not Specified:</u>Earnings:Brown & Brown (NYSE: BRO) - consensus EPS $0.28Hasbro (NYSE: HAS) - consensus EPS $0.23Johnson Controls (NYSE: JCI) - consensus EPS $0.18<u>After Market Closes:</u>Earnings:Allscripts-Misys Healthcare Solutions (Nasdaq: MDRX) - c...
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