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Jamie Dlugosch's Blog Posts
 AAPL
Weak dollar winner #5: Apple (AAPL)
11/15/09
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Filed under: Apple Inc (AAPL), Stocks to Buy, Best Stocks for 2009Apple (AAPL) has been dominating the domestic market over the past few years, and its products and innovations have been huge successes. The latest winner is the iPhone smart phone.
Now, with a weak dollar, look for sales of this fanta...
PEP
Weak dollar winner #4: PepsiCo (PEP)
11/15/09
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Filed under: PepsiCo (PEP), Stocks to Buy, Best Stocks for 2009PepsiCo (PEP) understands the importance of global sales. So much so that its CEO, Indra Nooyi, was born and raised in India. Having led the company's global strategy for more than a decade prepared her well for the challenges of the lead...
SBUX
Weak dollar winner #3: Starbucks (SBUX)
11/15/09
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Filed under: Starbucks (SBUX), Stocks to Buy, Best Stocks for 2009We have seen what exports can do for fast food restaurants. Can the same happen with coffee stocks?
In some ways, it is already happening. Starbucks (SBUX) has made a big push overseas and many of its stores can be found in foreign mar...
CAT
Weak dollar winner #2: Caterpillar (CAT)
11/14/09
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Filed under: Caterpillar (CAT), Stocks to Buy, Best Stocks for 2009Nothing says manufacturing like Caterpillar (CAT). Those monster trucks made for earth-moving, digging and trucking are the epitome of making stuff in the good old USA.
Emerging markets are gaining confidence in building again, and a ...
WHR
Weak dollar winner #1: Whirlpool (WHR)
11/14/09
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Filed under: Stocks to Buy, Best Stocks for 2009The collapse of the domestic housing market crushed businesses that made things that went into the building boom. One of the biggest makers of stuff for homes is Whirlpool (WHR). During the real estate bull market, Whirlpool was firing on all cylinders....
CAT
BRK.A
Five winners of a weak dollar
11/14/09
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Filed under: Apple Inc (AAPL), Starbucks (SBUX), PepsiCo (PEP), Caterpillar (CAT), Stocks to Buy, Best Stocks for 2009Last week, under the guise of betting on America, Warren Buffett and his Berkshire Hathaway (BRK.A) made an offer to buy all outstanding shares of Burlington Northern (BNI) for a sign...
 HMY
Gold stock to sell #5: Harmony Gold Mining Co. (HMY)
09/13/09
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Filed under: Stocks to SellIn my perusal of gold stocks, only one -- Harmony Gold Mining Co. (NYSE: HMY) -- trades rationally, but that is not enough to justify holding the stock if you believe, as I do, that gold prices are likely to fall.
Even with gold at $1,000 per ounce, HMY trades for a modest ...
GG
Gold stock to sell #4: Goldcorp (GG)
09/13/09
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Filed under: Goldcorp Inc (GG), Stocks to SellImagine what happens to gold mining stocks if gold were to trade for less than $500 per ounce? It would not be pretty. These stocks are priced to perfection and beyond. That is why they should be sold.
Add Goldcorp Inc. (NYSE: GG) to the list of overvalue...
AUY
Gold stock to sell #3: Yamana Gold (AUY)
09/13/09
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Filed under: Yamana Gold (AUY), Stocks to SellOne of the hottest gold stocks is Yamana Gold Inc. (NYSE: AUY).
With a share price that is affordable to the retail customer, smaller investors have been gobbling up shares in 2009.
But like AngloGold, the credit crisis knocked the wind out of the Yaman...
AU
Gold stock to sell #2: AngloGold Ashanti (AU)
09/12/09
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Filed under: Stocks to SellAngloGold Ashanti Ltd. (NYSE: AU) is one of the largest gold mining operations in the world.
The gold cult has made this company very wealthy -- AU has a current market capitalization of more than $15 billion.
I highly doubt the jewelry market could support that valuation, ...
ABX
Gold stock to sell #1: Barrick Gold (ABX)
09/12/09
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Filed under: Barrick Gold (ABX), Stocks to SellBarrick Gold Corp. (NYSE: ABX) announced that it would begin eliminating its hedges against a collapse in gold prices.
In so doing, the company is raising some $3 billion with the sale of stock that will dilute current shareholders.
While the gold hedges...
GG
ABX
Gold is losing its shine: Five to sell now
09/12/09
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Filed under: Barrick Gold (ABX), Yamana Gold (AUY), Goldcorp Inc (GG), Stocks to SellGold at $1,000. Better buy now or you will miss the greatest invention since tulips in the 1800s.
Or so they say. I say, what a bunch of baloney. Why on earth would I want to put hard-earned cash on something that ma...
EK
AFL
Stock to avoid #9 -- Eastman Kodak (EK)
07/19/09
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Filed under: AFLAC Inc (AFL), Eastman Kodak (EK), Stocks to SellInvestors continued to sell Eastman Kodak (NYSE: EK) during the second quarter, and shares bottomed at $2 per share.
Looking forward, I recently added Eastman Kodak to my Penny Stock Winners model portfolio as a buy recommendation.
In m...
UTX
Stock to avoid #8 -- United Technologies (UTX)
07/19/09
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Filed under: United Technologies (UTX), Stocks to SellDon't be deceived by the short-term performance of United Technologies (NYSE: UTX). The weakness of the dollar in the second quarter helped push shares of this multinational manufacturer higher. But these gains merely allowed the company to recove...
UAUA
Stock to avoid #7 -- United Airlines (UAUA)
07/19/09
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Filed under: Stocks to SellTo get an idea of how poorly United Airlines (NASDAQ: UAUA) has performed, may I suggest viewing this little nugget.
If United is breaking guitars as accused, I would fly another airline. As an avid guitar player myself, such carelessness is unacceptable. The airline indust...
EMN
Stock to avoid #6 -- Eastman Chemical (EMN)
07/19/09
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Filed under: Stocks to SellSimilar to Dupont, I selected Eastman Chemical (NYSE: EMN) as a stock to avoid due to rising input prices and low margins. It is a simple formula that cannot be broken: If a company cannot pass along higher costs, it will make less.
The market has yet to grasp that concept ...
BA
Stock to avoid #5 -- Boeing (BA)
07/18/09
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Filed under: Boeing Co (BA), Stocks to SellFor the first two months of the second quarter Boeing (NYSE: BA) was on fire. BA gained significantly during that time, but then the company announced a delay in their much-awaited DreamShip -- a delay that opened the door for the airlines to cancel orders. ...
COF
Stock to avoid #4 -- Capital One (COF)
07/18/09
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Filed under: Stocks to SellSince bottoming in March, Capital One (NYSE: COF) rocketed to $30 by early May. The stock gave back some of those gains, but still trades for approximately more than 100% of the cover price.
The reason for the big gain is directly correlated to TARP and a belief that credi...
DD
Stock to avoid #2 -- Dupont (DD)
07/18/09
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Filed under: duPont(E.I.)deNemours (DD), Oil, Stocks to SellAnother stock leveraged to the oil market is Dupont (NYSE: DD). Because many of the company's products are derived from crude oil, rising oil prices negatively impact profit margins. The only recourse, then, is to raise the price for consume...
DAL
Stock to avoid #1 -- Delta Airlines (DAL)
07/18/09
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Filed under: Oil, Delta Air Lines (DAL), Stocks to SellI take my absolute return approach to a deeper level by periodically buying and selling positions during the year. In late February, I suggested that investors cover the short position of Delta Airlines (NYSE: DAL) at $6.35 per share.
In my last ...
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