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 Marian Filo     Graphic_subscribe   

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    Community Rank: Principal (7000 pts)  |  Member since 05/09/2008
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Picks Performance:
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3.06% 		Sharpe Ratio
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July 12

Bullish on UFPI ...
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   Marian Filo   07/12/08  

This pick is about: Universal Forest Products Inc. (UFPI)
Rating:   Positive   $25.25 (07/12/08)
Gain/Loss:   +56.40% in 1802 days
6 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $33 Analysts' Targets D.A. Davidson & Co. $33 Strong Buy Friday, February 08, 2008 Universal Forest Products, Inc. engages in the engineering, manufacture, treatment, distribution, and installation of lumber, composite wood, plastic, and other building products in the United States, Canada, and Mexico. Its products include preserved and unpreserved dimensional lumber and various other related products; composite wood and plastic products; and engineered wood products, which include roof trusses, wall panels, and engineered floor systems to DIY/retail market, including national home center retailers, retail-oriented regional lumberyards, and contractor-oriented lumberyards. The company provides engineered wood components to frame residential or commercial projects, including roof and floor trusses, wall panels, open joist, I-joists, and lumber packages; and framing services for the site-built sector. It also offers lumber cut, plywood, particle board, and dimensional lumber for use in the construction of manufactured housing; and pallets, specialty crates, and wooden boxes for packaging, shipping, and material handling purposes of industrial manufacturers and agricultural customers. Universal Forest Products was founded in 1955 and is headquartered in Grand Rapids, Michigan.


Bullish on TBI ...
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   Marian Filo   07/12/08  

This pick is about: TrueBlue Inc. (TBI)
Rating:   Positive   $13.38 (07/12/08)
Gain/Loss:   +68.09% in 1802 days
Allocation:   0.0% of portfolio
6 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold BusinessWeek Rankings Hot Growth 100 Hot Growth 100 2007 #59 2006 #80 Labor Ready Inc. provides temporary employees for manual labor, light industrial, and skilled construction trades. As of Dec. 29, 2006, it had put approximately 600,000 people to work through 912 branches located in the U.S., Canada, Puerto Rico, and Britain. The company serves small and midsize businesses in the construction, warehousing, hospitality, landscaping, transportation, light manufacturing, retail, wholesale, facilities, and sanitation industries. Labor Ready was incorporated in 1985 and is based in Tacoma, Wash.


Bullish on RECN ...
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   Marian Filo   07/12/08  

This pick is about: Resources Connection Inc. (RECN)
Rating:   Positive   $19.71 (07/12/08)
Gain/Loss:   -43.07% in 1802 days
6 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $19 Analysts' Targets Lehman Brothers $17 Underweight Tuesday, June 03, 2008 Deutsche Bank Securities $20 Accumulate Thursday, February 14, 2008 BusinessWeek Rankings Hot Growth 100 Hot Growth 100 2006 #21 Resources Connection, Inc., through its subsidiaries, provides outsourced professional services to corporate clients in the United States. It offers finance, accounting, risk management and internal audit, information management, human resources, supply chain management, and legal services professionals in support of client-led projects and initiatives. The company assists clients with projects in finance and accounting services, such as mergers and acquisitions due diligence, initial public offering assistance and assistance in the preparation or restatement of financial statements, financial analyses, corporate reorganizations, budgeting and forecasting, audit preparation, and public-entity reporting, as well as clients with tax-related projects. It also facilitates clients in projects for information management services, such as financial system/enterprise resource planning implementation and post implementation optimization; human capital services, such as change management, and compensation program design and implementation; and risk management and internal audit services, including compliance reviews, internal audit co-sourcing, and assisting clients with compliance efforts. In addition, the company provides attorneys, paralegals, and contract managers, as well as assists clients in supply chain management services, such as strategic sourcing efforts, contracts negotiation, and purchasing strategy. Further, it offers policyIQ, a proprietary Web-based application to create, organize, update, track, and report on business content via the Internet. The company was founded in 1996 and is headquartered in Irvine, California.


Bullish on PLCM ...
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   Marian Filo   07/12/08  

This pick is about: Polycom Inc. (PLCM)
Rating:   Positive   $24.21 (07/12/08)
Gain/Loss:   -54.40% in 1802 days
14 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $28 Analysts' Targets Wedbush Morgan Securities $28 Accumulate Thursday, April 17, 2008 Polycom, Inc. provides communications solutions to enterprise and public sector customers to enable voice, video, and content communications. It operates in three segments: Video Solutions, Voice Communications, and Services. The Video Solutions segment offers video communications products, including telepresence, group, and desktop video; and network systems products, such as video and voice media servers, and network management for meeting rooms, conference rooms, training rooms, courtrooms, classrooms, offices, boardrooms, auditoriums, and permanent installations. The Voice Communications segment offers conference phone, wired desktop voice products, and wireless handset voice products. The Services segment offers integration services, including consulting, education, design, and project management; consulting services, such as planning and needs analysis; design services, including room design and custom solutions; and project management, installation, and training services. This segment also offers maintenance services, including telephone support, parts exchange, on-site assistance, and direct access; and professional services solutions, such as implementation, network consulting, HD network readiness assessments, ongoing advisory, management and operations support, and project management. The company sells its products through a network of channel partners, including distributors, value-added resellers, systems integrators, communications service providers, and retailers primarily in North America, Israel, Europe, the Middle East, and Africa. Polycom, Inc. has strategic relationships with Alcatel, Avaya, Cisco, and Nortel to develop and market voice-over-Internet protocol and video communications solutions. It also has a co-development and marketing agreement with Microsoft to integrate its desktop, conference room, and network hardware and software solutions. The company was founded in 1990 and is headquartered in Pleasanton, California.

Update 07/02:
http://suprastock.blogspot.com/2010/07/competition-heats-up-f... http://suprastock.blogspot.com/

Update 07/17:
http://suprastock.blogspot.com/2010/07/stocks-in-focus.html

http://suprastock.blogspot.com/

Polycom   (PLCM) is also expected to move in reaction to its announcement that its second quarter net revenues rose to $295 million from $231 million in the year-ago quarter. The company’s non-GAAP earnings rose to 34 cents per share from 29 cents per share last year. The consensus estimates had called for earnings of 32 cents per share on revenues of $287.54 million.


Bullish on DTLK ...
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   Marian Filo   07/12/08  

This pick is about: Datalink Corp. (DTLK)
Rating:   Positive   $4.63 (07/12/08)
Gain/Loss:   +139.09% in 1802 days
6 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $7 Analysts' Targets Stanford Group Company $7 Strong Buy Monday, February 11, 2008 Datalink Corporation engages in the design, installation, and support of data storage systems that store, manage, and protect business information. The company offers backup and recovery solutions, which enable companies to protect and recover information; consolidation and virtualization that improve the performance of data storage infrastructures and the staff that manage them; storage, backup, and recovery solutions for database and business application environments; and archive and compliance solutions for the retention, protection, and discovery of information. Its solutions also include hardware products, such as disk arrays, tape systems and interconnection components, and storage management software products. The company was founded in 1958 and is headquartered in Chanhassen, Minnesota.


Bullish on CAVM ...
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   Marian Filo   07/12/08  

This pick is about: Cavium Networks Inc. (CAVM)
Rating:   Positive   $17.41 (07/12/08)
Gain/Loss:   +88.40% in 1802 days
Allocation:   0.1% of portfolio
13 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $29 Analysts' Targets Deutsche Bank Securities $26 Buy Wednesday, April 16, 2008 Needham & Co. $31 Buy Wednesday, January 02, 2008 Cavium Networks, Inc. designs, develops, and markets semiconductor processors for intelligent and secure networks. Its products allow customers to develop networking equipment that is application-aware and content-aware, and securely processes voice, video, and data traffic at high speeds. The company’s products include a suite of embedded security protocols that enable unified threat management (UTM), secure connectivity, and network perimeter protection. Its products are systems on a chip, which incorporate single or multiple processor cores, an integrated architecture and customizable software that is based on a range of standard operating systems. Cavium Networks’ products provide processors that integrate single or multiple cores, hardware accelerators, and input/output interfaces into a single chip. Its company’s products are used in various networking equipment, including routers, switches, content-aware switches, UTM and other security appliances, application-aware gateways, voice/video/data or triple-play, gateways, wireless local area network, and 3G access and aggregation devices, storage networking equipment, servers, and intelligent network interface cards. The company primarily sells its products to providers of networking equipment, either directly or through contract manufacturing organizations and distributors. Cavium Networks sells its products principally in the United States, Taiwan, China, and Japan. The company was founded in 2000 and is based in Mountain View, California.

Update 06/16:
http://suprastock.blogspot.com/2010/06/top-10-most-widely-fol... http://suprastock.blogspot.com/ Cavium Networks, Inc. (NASDAQ:CAVM) is the 8th most widely followed stock in this segment of the market. It is covered by 24 analysts. It currently receives positive investment ratings from 15 brokerage analysts.


Bullish on ADS ...
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   Marian Filo   07/12/08  

This pick is about: Alliance Data Systems Corp (ADS)
Rating:   Positive   $52.1 (07/12/08)
Gain/Loss:   +242.74% in 1802 days
Allocation:   0.0% of portfolio
7 pts


Analysts' Recommendation: Strong Buy 30 Days Ago: Strong Buy Analysts' Target: $67 Analysts' Targets JMP Securities LLC $75 Mkt Outperform Thursday, June 12, 2008 Canaccord Adams $55 Hold Monday, June 02, 2008 Robert W. Baird & Co. $70 Outperform Thursday, January 31, 2008 BusinessWeek Rankings IT 100 IT 100 2007 #93 2006 #99 Alliance Data Systems Corporation, together with its subsidiaries, provides data-driven and transaction-based marketing and customer loyalty solutions. It offers marketing services, including coalition and stand alone loyalty; and analytical, strategic consulting and creative, proprietary data, interactive communications, and database marketing services. The company also provides credit services comprising underwriting and risk management, and receivables funding; and transaction services, which consist of new account processing, billing and payment processing, remittance processing, customer information system hosting, point-of-sale services, and merchant bankcard services. It serves specialty retailers, petroleum retailers, utilities, supermarkets, pharmaceutical companies, and financial services companies. Alliance Data Systems was founded in 1996 and is headquartered in Dallas, Texas.

Update 06/07:
http://suprastock.blogspot.com/2010/06/supratrade-hot-stocks-...


Bullish on CBSH ...
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   Marian Filo   07/12/08  

This pick is about: Commerce Bancshares Inc. (CBSH)
Rating:   Positive   $39.34 (07/12/08)
Gain/Loss:   +10.37% in 1802 days
6 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $46 Analysts' Targets Lehman Brothers $46 Overweight Wednesday, January 16, 2008 Commerce Bancshares, Inc., through its subsidiaries, provides various banking services to individuals and businesses. The company’s activities include underwriting credit life and credit accident and health insurance; selling property and casualty insurance; venture capital investment; securities brokerage; mortgage banking; and leasing. It operates in three segments: Consumer, Commercial, and Money Management. The Consumer segment offers retail branch network, consumer installment lending, personal mortgage banking, bank card activities, student lending, and discount brokerage services. The Commercial segment provides corporate lending, leasing, and international services, as well as business and government deposit and cash management services. The Money Management segment offers traditional trust and estate tax planning services, and advisory and discretionary investment portfolio management services to personal and institutional corporate customers. It also manages the company’s proprietary mutual funds, which are available for sale to trust and general retail customers. As of December 31, 2007, the company operated a network of 210 branches and 392 automated teller machines. It operates in Missouri, eastern Kansas, and central Illinois, as well as Tulsa, Oklahoma, and Denver, Colorado. The company was founded in 1966 and is headquartered in Kansas City, Missouri.


Bullish on AMR ...
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   Marian Filo   07/12/08  

This pick is about: AMR Corp (AMR)
Rating:   Positive   $4.94 (07/12/08)
Gain/Loss:   n/a in 1802 days
6 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $9 Analysts' Targets Soleil Group $12 Hold Friday, June 20, 2008 Lehman Brothers $9 Equalweight Thursday, June 05, 2008 Credit Suisse $7 Outperformer Tuesday, March 11, 2008 AMR Corporation (AMR), through its subsidiaries, operates as a scheduled passenger airline in the United States. The company, through its principal subsidiary, American Airlines, Inc., provides scheduled jet service to approximately 170 destinations throughout North America, the Caribbean, Latin America, Europe, and Asia. American Airlines also operates as a scheduled air freight carrier, providing a range of freight and mail services to shippers throughout its system. In addition, the company, through its subsidiary AMR Eagle Holding Corporation and other two independently owned regional airlines, provides connecting service from eight of American’s high-traffic cities to smaller markets in the United States, Canada, Mexico, and the Caribbean under the names American Eagle and American Connection. As of December 31, 2007, AMR’s owned and leased aircraft in operation included 655 American Airlines Aircrafts and 296 AMR Eagle Aircrafts. The company was founded in 1934 and is headquartered in Fort Worth, Texas.


Bullish on WFC ...
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   Marian Filo   07/12/08  

This pick is about: Wells Fargo & Company (WFC)
Rating:   Positive   $23.86 (07/12/08)
Gain/Loss:   +68.78% in 1802 days
Allocation:   0.4% of portfolio
13 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $30 Analysts' Targets RBC Capital Markets $28 Outperform Wednesday, July 02, 2008 Ladenburg, Thalmann $29 Buy Tuesday, June 24, 2008 Lehman Brothers $33 Overweight Monday, June 09, 2008 Punk, Ziegel & Company $39 Mkt Perform Thursday, April 17, 2008 Robert W. Baird & Co. $27 Hold Monday, March 24, 2008 Friedman, Billings, Ramsey & C $23 Strong Buy Tuesday, January 15, 2008 BusinessWeek Rankings Best Places to Launch a Career Best Places to Launch a Career 2007 #41 2006 #23 Wells Fargo & Company, through its subsidiaries, operates as a financial services company in the United States. It operates in three segments: Community Banking, Wholesale Banking, and Wells Fargo Financial. Community Banking segment offers deposit products, including checking accounts, savings deposits, market rate accounts, retirement accounts, time deposits, and debit cards; and loan products comprising lines of credit, equity lines and loans, equipment and transportation loans, education loans, residential mortgage loans, and credit cards. This segment also provides receivables and inventory financing, equipment leases, real estate financing, small business financing, venture capital financing, cash management, payroll services, retirement plans, health savings accounts, merchant payment processing, and securities brokerage. Wholesale Banking segment provides a range of commercial, corporate, and real estate banking products and services, including commercial loans and lines of credit, letters of credit, asset-based lending, equipment leasing, mezzanine financing, high-yield debt, international trade facilities, foreign exchange services, treasury management, investment management, institutional fixed income sales, interest rate, commodity and equity risk management, online products, insurance, investment banking, and mortgage brokerage services. Wells Fargo Financial segment comprises consumer finance operations that make direct consumer and real estate loans to individuals and purchase sales finance contracts from retail merchants; and auto finance operations, which purchase sales finance contracts directly from auto dealers and make loans secured by autos. This segment also provides credit cards and lease, and other commercial financing services. As of December 31, 2007, the company operated 5,964 branches and 6,900 ATMs. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.

Update 07/02:
http://suprastock.blogspot.com/2010/07/financial-stocks-to-wa... http://suprastock.blogspot.com/ Wells Fargo & Company (NYSE:WFC) fell 2.70% to $24.91 on a volume of 22.43 million shares. In the past one year of trading sessions, the stock went up more than 3%. Today, the stock opened the trade at $25.54 and made an intraday high of $25.94.


Bullish on STJ ...
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   Marian Filo   07/12/08  

This pick is about: St Jude Medical Inc (STJ)
Rating:   Positive   $42.42 (07/12/08)
Gain/Loss:   +5.30% in 1802 days
Allocation:   0.1% of portfolio
13 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $51 Analysts' Targets Leerink Swann & Company $51 Outperform Monday, June 23, 2008 Lazard Capital Markets $52 Strong Buy Thursday, April 17, 2008 Rodman & Renshaw Inc. $50 Mkt Outperform Thursday, February 28, 2008 Deutsche Bank Securities $48 Accumulate Thursday, January 24, 2008 UBS Securities $45 Add Thursday, January 24, 2008 Stanford Group Company $50 Buy Thursday, January 24, 2008 Friedman, Billings, Ramsey & C $61 Outperform Wednesday, January 09, 2008 St. Jude Medical, Inc. designs, manufactures, and distributes cardiovascular medical devices and implantable neurostimulation devices worldwide. It operates in four segments: Cardiac Rhythm Management, Cardiovascular, Atrial Fibrillation, and Advanced Neuromodulation Systems. The Cardiac Rhythm Management segment offers products for cardiac arrhythmias, or irregular heart beats. Its products include tachycardia implantable cardioverter defibrillator systems to provide therapy to patients suffering from lethal heart conditions, such as sudden cardiac arrest; cardiac resynchronization therapy devices to treat heart failure patients; pacemakers to help people whose hearts beat too slowly or who suffer from other cardiac arrhythmias; and leads, which connect devices to the heart and carry the electrical impulses to the heart and information from the heart back to the device. The Cardiovascular segment provides mechanical and tissue replacement heart valves, as well as heart valve repair products. It also offers disposable interventional devices, including vascular closure devices, patent foramen ovale closure devices, embolic protection systems, wire control catheters, percutaneous catheter introducers, diagnostic guidewires, and temporary bipolar pacing catheters. The Atrial Fibrillation segment provides a system of products for access, diagnosis, visualization, and ablation that assist physicians in diagnosing and treating various irregular heart rhythms. This segment offers electrophysiology introducers and catheters, cardiac mapping and navigation systems, and ablation systems. The Advanced Neuromodulation Systems segment offers a range of neurostimulation systems, including rechargeable implantable pulse generators, conventional implantable pulse generators, and radio frequency powered systems. St. Jude Medical markets its products through a direct sales force and independent distributors. The company was founded in 1976 and is headquartered in St. Paul, Minnesota.

Update 06/01:
http://suprastock.blogspot.com/2010/06/top-10-best-rated-medi... St. Jude Medical, Inc. (NYSE:STJ) is the 1st best-rated stock in this segment of the market. It is rated positively by 20 brokerage analysts. It is covered by 20 brokerage analysts.


Bullish on PJC ...
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   Marian Filo   07/12/08  

This pick is about: Piper Jaffray Companies (PJC)
Rating:   Positive   $27.97 (07/12/08)
Gain/Loss:   +16.95% in 1802 days
6 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $37 Analysts' Targets Friedman, Billings, Ramsey & C $38 Mkt Perform Wednesday, April 09, 2008 D.A. Davidson & Co. $36 Sell Monday, March 24, 2008 BMO Capital Markets $36 Market Perform Friday, February 22, 2008 Piper Jaffray Companies provides investment banking services, institutional sales, trading and research services, and asset management services worldwide. The company primarily raises capital through equity and debt financings for its middle-market clients operating in various industries, including the alternative energy, business services, consumer, financial institutions, health care, industrial growth, and technology. It also provides financial advisory services relating to mergers and acquisitions; underwrites debt issuances; and offers financial advisory and interest rate risk management services for government and non profit clients. In addition, the company’s public finance investment banking capabilities focus on state and local governments, healthcare, higher education, housing, hospitality, and commercial real estate industries. Further, Piper Jaffray Companies offers both equity and fixed income advisory and trade execution services for public and private corporations, public entities, non profit clients, and institutional investors; has equity sales and trading relationships with institutional investors in the United States, Europe, and Asia; and engages in proprietary trading. Additionally, it provides asset management services; offers an array of investment products; and invests in private equity and venture capital funds. The company was founded in 1895 and is headquartered in Minneapolis, Minnesota. Piper Jaffray Companies (NYSE:PJC) operates independently of US Bancorp as of December 31, 2003.


Bullish on ORCT ...
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   Marian Filo   07/12/08  

This pick is about: Orckit Communications Ltd (ORCT)
Rating:   Positive   $6.09 (07/12/08)
Gain/Loss:   -96.72% in 1802 days
6 pts


Analysts' Recommendation: N/A 30 Days Ago: N/A Analysts' Target: $9 Analysts' Targets RBC Capital Markets $9 Outperform Wednesday, February 13, 2008 Orckit Communications, Ltd., together with its subsidiaries, designs, develops, manufactures, and markets telecommunication equipment that enables transmission of broadband services. Its products enable telecommunication service providers to deliver high bandwidth video services, including high definition television; Internet protocol television; video-on-demand; and interactive television, as well as other types of data services and voice services, either over wireline or cellular networks. The company offers CM-100 product line, an optical transport solution that enables the provision and management of data and voice transport services, as well as supports a range of interfaces for video, data, and voice in compliance with the technical specifications of synchronous voice transmission on optical media, or SONET or SDH. The CM-100 product line utilizes SONET/SDH, resilient packet ring, pseudo wire emulation and multiprotocol label switching technologies to support a range Ethernet and time division multiplexing services that are used for voice transmissions and other data services. Orckit Communications is also developing CM-4000 product line, an optical transport solution in the Ethernet transport area. It markets its products to telecommunication companies directly and indirectly through original equipment manufacturers, strategic alliances, and agency and distribution arrangements primarily in Japan, Israel, Korea, the United States, and India. The company was founded in 1990 and is based in Tel-Aviv, Israel.


Bullish on NTRS ...
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   Marian Filo   07/12/08  

This pick is about: Northern Trust Corp. (NTRS)
Rating:   Positive   $71.4 (07/12/08)
Gain/Loss:   -20.45% in 1802 days
Allocation:   0.2% of portfolio
6 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $83 Analysts' Targets Deutsche Bank Securities $80 Neutral Monday, April 28, 2008 Punk, Ziegel & Company $86 Buy Thursday, April 17, 2008 Northern Trust Corporation operates as the holding company for The Northern Trust Company (bank) that provides a range of banking and financial services in the United States and internationally. The bank engages in generating deposits and originating loans. Its deposit products include demand, savings, money market, and time deposit accounts. The bank’s loan portfolio comprises residential real estate, commercial, broker, commercial real estate, personal loans, as well as lease financing. It also offers various financial services, including asset administration, asset management, and related services to corporate and public entity retirement funds, foundation and endowment clients, fund managers, insurance companies, and government funds. The bank also provides investment management, securities lending, transition management, and commission recapture services, as well as provides related foreign exchange services. In addition, it offers personal trust, custody, and investment management services; investment management and related services and other products to institutional and individual separately managed accounts, bank common and collective funds, registered investment companies, non-U.S. collective investment funds and unregistered private investment funds, including funds of funds. Northern Trust Corporation was founded in 1889 and is based in Chicago, Illinois.


Bullish on MTOX ...
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   Marian Filo   07/12/08  

This pick is about: Medtox Scientific Inc. (MTOX)
Rating:   Positive   $13.4 (07/12/08)
Gain/Loss:   n/a in 1802 days
13 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $20 Analysts' Targets Next Generation $20 Buy Tuesday, March 25, 2008 MEDTOX Scientific, Inc., together with its subsidiaries, provides forensic and clinical laboratory services in the United States. It also manufactures and distributes diagnostic devices and related devices. The company operates in two segments, Laboratory Services and Product Sales. The Laboratory Services segment offers workplace drug-of-abuse testing services. It also provides specialty laboratory services, including clinical toxicology; clinical testing for the pharmaceutical industry, which include general laboratory services, assay development, bio-analytical, and pharmacokinetic testing services to clinical trial sponsors, clinical research organizations, and site management organizations; heavy metal, trace element, and solvent analyses; and logistics, data, and program management services that include courier services for medical specimen transportation, management programs for laboratory-based and on-site drug testing, coordination of specimen collection sites, and data collection and reporting services. The Product Sales segment manufactures and distributes point-of-collection testing (POCT) products for drugs-of-abuse. It offers diagnostic drug screening products, such as PROFILE-II, PROFILE-II A, PROFILE-III, and PROFILE-III A POCT to hospital markets; MEDTOXScan, an electronic reader, for use with Profile-II ER device in hospital laboratories and emergency rooms; and VERDICT-II and SURE-SCREEN, on-site drug screening devices. This segment also produces coagulation/blood clotting market controls; and distributes diagnostic tests for the detection of alcohol with the EZ-SCREEN Breath Alcohol Test, as well as offers agricultural diagnostic products. MEDTOX serves public and private companies, as well as service firms, such as drug treatment counseling centers, criminal justice facilities, occupational health clinics, third party administrators, and hospitals. The company was founded in 1983 and is based in St. Paul, Minnesota.

Update 08/05:
http://suprastock.blogspot.com/2010/08/top-10-best-performing... http://suprastock.blogspot.com/ MEDTOX Scientific, Inc. (NASDAQ:MTOX) is the 6th best-performing stock year-to-date in this segment of the market. It has risen 51.48% since the beginning of this year. Its price percentage change is 30.44% for the last 52 weeks.


Bullish on LUFK ...
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   Marian Filo   07/12/08  

This pick is about: Lufkin Industries Inc. (LUFK)
Rating:   Positive   $83.19 (07/12/08)
Gain/Loss:   +6.36% in 1802 days
6 pts


BusinessWeek Rankings Hot Growth 100 Hot Growth 100 2007 #58 2006 #95 Lufkin Industries Inc. makes and sells oil-field pumping units, power transmission products, and highway trailers. It manufactures and services artificial reciprocating rod lift equipment and related products. It also transports and repairs pumping units and refurbishes used pumping units. The trailer segment makes and services highway trailers for the freight-hauling market. The company operates primarily in U.S, Canada, Europe, and Latin America. The company was founded in 1902 and is based in Lufkin, Tex.


Bullish on LSTR ...
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   Marian Filo   07/12/08  

This pick is about: Landstar System Inc. (LSTR)
Rating:   Positive   $54.19 (07/12/08)
Gain/Loss:   -2.92% in 1802 days
Allocation:   0.1% of portfolio
13 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $63 Analysts' Targets B. Riley & Co. $63 Buy Thursday, June 19, 2008 Landstar System, Inc. is a non-asset based transportation and logistics services company. The company, through its subsidiaries, provides transportation capacity and related transportation services to shippers in the United States, Canada, and between the United States and Canada, Mexico, and other countries. The company operates through three segments: Carrier, Global Logistics, and Insurance. The Carrier segment provides transportation services to the truckload markets for general commodities utilizing dry and specialty vans, and unsided trailers, including flatbed, drop deck, and specialty vehicles. This segment also offers short-to-long haul movement of containers by truck and dedicated power-only truck capacity. The Global Logistics segment provides transportation and logistics services that include the arrangement of multimodal, such as ground, air, ocean, and rail moves; contract logistics; truck brokerage; emergency and expedited ground, air, and ocean freight; and warehousing. The Insurance segment offers risk and claims management services to Landstar’s operating subsidiaries. This segment reinsures risks of the company’s business capacity owner independent contractors, and provides property and casualty insurance to Landstar’s operating subsidiaries. The company offers truckload transportation utilizing dry vans of various sizes, flatbeds, drop decks and light specialty trailers, and temperature-controlled vans and containers; land and air delivery of time-critical freight; and the movement of containers via ocean. It serves various industries, including automotive products, paper, lumber and building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, ammunition and explosives, and military hardware, as well as logistics and less-than-truckload service providers. The company was founded in 1968 and is headquartered in Jacksonville, Florida.

Update 07/15:
http://suprastock.blogspot.com/2010/07/stocks-in-focus-jp-mor... http://suprastock.blogspot.com/ Landstar (LSTR) may also be in focus after it reported that its second quarter revenues rose 31% to $641.7 million. The company’s earnings rose to 49 cents per share from the year-ago’s 35 cents per share. Analysts estimated earnings of 48 cents per share on revenues of $600.04 million.


Bullish on HST ...
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   Marian Filo   07/12/08  

This pick is about: Host Hotels & Resorts Inc. (HST)
Rating:   Positive   $12.2 (07/12/08)
Gain/Loss:   +34.59% in 1802 days
Allocation:   0.0% of portfolio
9 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $19 Analysts' Targets Robert W. Baird & Co. $17 Thursday, June 26, 2008 Friedman, Billings, Ramsey & C $21 Outperform Thursday, February 21, 2008 RBC Capital Markets $20 Top Pick Thursday, February 21, 2008 Lehman Brothers $17 Overweight Wednesday, January 30, 2008 Host Hotels & Resorts, Inc. is a publicly owned real estate investment trust (REIT). The firm primarily engages in the ownership and operation of hotel properties. It invests in the real estate markets of United States. It also invests in Canada, Mexico, Chile, the United Kingdom, Italy, Spain, and Poland. The firm primarily invests in luxury and upper upscale hotels. It was formerly known as Host Marriott Corporation. Host Hotels & Resorts was founded in 1927 and is based in Bethesda, Maryland.

Update 07/01:
http://suprastock.blogspot.com/2010/07/analyst-calls-amed-fdx... http://suprastock.blogspot.com/

Update 07/01:
http://suprastock.blogspot.com/2010/07/hudson-starts-lodging-... http://suprastock.blogspot.com/

Update 07/01:
http://suprastock.blogspot.com/2010/07/hudson-starts-lodging-... http://suprastock.blogspot.com/


Bullish on GCI ...
Foto
   Marian Filo   07/12/08  

This pick is about: Gannett Co. Inc. (GCI)
Rating:   Positive   $18.0 (07/12/08)
Gain/Loss:   +10.28% in 1802 days
Allocation:   0.0% of portfolio
8 pts


Analysts' Recommendation: Hold 30 Days Ago: Hold Analysts' Target: $30 Analysts' Targets Lehman Brothers $21 Equalweight Wednesday, June 18, 2008 Deutsche Bank Securities $38 Accumulate Wednesday, January 16, 2008 Gannett Co., Inc. operates as a news and information company in the United States and the United Kingdom. It operates in two segments, Newspaper Publishing and Broadcasting. The Newspaper Publishing segment publishes 102 daily newspapers in the United States and the United Kingdom, approximately 900 nondaily publications in the United States and Guam, as well as publishes approximately 300 titles in the United Kingdom. This segment also includes PointRoll, an Internet advertisement services business; Planet Discover, a provider of local, integrated online search and advertising technology, as well as operates HighSchoolSports.net. In addition, it engages in commercial printing, newswire, and marketing and data services operations. The Broadcasting segment owns and operates 23 television stations that reach approximately 20 million households in the United States. These stations operate Web sites offering news, entertainment, and advertising content in text and video format. This segment also includes Captivate Network, a national news and entertainment network that delivers programming and full-motion video advertising through video screens located in elevators of office towers and select hotels in North America. The company has strategic business relationships with online investee companies, including CareerBuilder; Classified Ventures; ShopLocal. com; Topix.net; and Metromix LLC. Gannett Co. was founded in 1906 and is headquartered in McLean, Virginia

Update 06/27:
http://suprastock.blogspot.com/2010/06/5-companies-you-can-bu... http://suprastock.blogspot.com/

Update 07/16:
http://suprastock.blogspot.com/2010/07/6-tantalizing-stocks-i...

http://suprastock.blogspot.com/


Bullish on DAL ...
Foto
   Marian Filo   07/12/08  

This pick is about: DELTA AIR LINES INC. (DAL)
Rating:   Positive   $5.28 (07/12/08)
Gain/Loss:   +242.23% in 1802 days
Allocation:   0.1% of portfolio
6 pts


Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Targets Lehman Brothers $9 Equalweight Wednesday, May 21, 2008 Credit Suisse $11 Reduce Tuesday, March 11, 2008 Delta Air Lines, Inc., together with its subsidiaries, operates as an air carrier in the United States and internationally. It provides scheduled air transportation for passengers and cargo. As of December 31, 2007, the company together with its subsidiaries, alliances, and partners offered flights to 485 worldwide destinations in 106 countries. It owned and leased a total fleet of 578 flights. The company was founded in 1924 and is based in Atlanta, Georgia


 
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More about Marian Filo

Investment Style:
Aggressive  [?]

Avg exp holding time:
1360.75 days

Age:
40's

Occupation:
economist

Location:
Czech Republic


About Me:
SUPRATRADE




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