So I was able to put in a little work last weekend. I listened to CAT and Westport's conference call. Both calls were very positive. I want to focus on Caterpillar's numbers tonight. LOL! Only because I wrote down the key stats of the call. Westport will come later. Apple and Weatherford are still in the Que. I can happily say all of these stocks are up quite substantially since the last time I wrote!
I know a lot of you are looking for a Westport (WPRT) update. The progress towards natural gas infrastructure and the adoption of this phenomenal technology is gaining tremendous momentum! If that isn't enough of a sneak peak, then all I can say is there was a reason for the +12.86% pop last Friday 08/03. Westport has a great future! I can say that my largest stake in all of my brokerage accounts is in Westport Innovations. I'm putting my money where my mouth is!
Now let's move onto the Peoria Power House! Better known as Caterpillar! (CAT) Another great performance. I wouldn't expect nothing less than greatness!
Let the list begin
-Had record quarterly profits. The highest profit in it's 87 year history
-yoy $2.54 eps vs. $1.52 (earnings per share) That's a 67.10% increase vs last year!
-Sales and Revenue came in at $17.374 billion vs. $14.230 billion (a 22.0% increase vs 2011)
-Full year outlook increased from $9.50 a share to $9.60 on roughly 68-70 billion in revenue
-Inventories decreased in China, as equipment has been allocated to other areas of the world
-Backlog of equipment is still at a solid $28.2 billion (An increase of 11% vs last year)
-Gas compression business is doing quite well
-Some mining equipment have lead times into 2014
-A 31% organic growth in mining
This is a small list that I derived from the call, but this is only the start. From what I heard Caterpillar's management is confident in their earnings outlook through 2012. They did provide caution in China and slow growth in United States and other areas of the world for 2012, but did mention they see a brighter future in 2013. That being said we are investing for the future earnings! With the continued monetary easing in China and other areas of the world CAT believes this will help improve the global economy, which should spark growth in the next 12-24 months. With the current commodity prices many companies still continue to have an appetite for CAT's equipment. The backlog is impressive and should be a positive indicator as to the strength of this company.
In my personal opinion CAT has more than came through this quarter. Even with the economic headwinds this company was able to generate record profits. The management is excellent and they know how to execute to create strong results. Although caution was given the stock has been destroyed. At $87.22 a share the stock is trading at a P/E of 9.75 vs the S&P 500 P/E of 14.6. This is substantially lower. CAT should easily be trading at the same P/E level as the S&P 500. Put that into the equation and this stock would be trading at $130.00 a share. Last earnings call I mentioned Caterpillar should be trading at $130.00 a share by year end and I believe it still has a chance. If anything it should break through its 52 week high of $116.95 by year end. A 35% price appreciation in the next 5 months is definitely not out of the question.
In the end CAT is a steal at $87 a share and should be bought at these price levels. Once it blows through $92 a share the momentum will carrier this solid company past the $100 mark and onto its 52 week high! Plus the stock currently pays a dividend that provides a 2.40% yield
Currently I have a nice position in Caterpillar and plan on purchasing more in the near future. I have confidence and so should you!
Have a great night!
Clay-
Current Holdings:
Cosi Inc. (COSI)-Monster Portfolio
Caterpillar (CAT)
Westport Innovations (WPRT) Monster Portfolio
Kinder Morgan Energy Partners (KMP)
I'm not a licensed financial advisor. All recommendations is strictly my
personal opinion and the information is intended for learning purposes only.
Invest at your own risk!
Showing posts with label CAT. Show all posts
Showing posts with label CAT. Show all posts
Wednesday, August 8, 2012
Wednesday, May 2, 2012
Caterpillar 2012 Q1 Results
Caterpillar (CAT) had yet another record breaking quarter! That's right a record breaking quarter! So what gives with the stock price? I have yet to understand some of the price action of late, but the Peoria Powerhouse isn't one to shy away from. I can tell you from the conference call that business is good. Real good! The only thing that could have be taken as a negative is a slow down in China, but yet increased activity in the US should offset the current weakness.
I know that China is always seen as a growth engine for business and that investors panic when they see the slightest bit of negative news coming out of China. However, in Caterpillar's case there is no need to fret. China is a very small portion of CAT sales. Only 3% Yes maybe later down the road China will be a huge growth driver for CAT, but as of right now I wouldn't put to much thought into the slow down in China. Management has already put plans in place to reduce the glut of inventory in China to shift/export to other markets that are on allocation. The US market performed very well and the oil and gas business is on fire! On top of that CAT raised its 2012 profit outlook.
Q1 2012 vs Q1 2011
EPS was $2.37 vs. $1.84 a 28.80% increase
Sales were $15.981 billion vs. $12.949 billion Another 23.41% improvement
Profit was $1.586 billion vs. $1.225 billion
Other positives of note was an increased backlog of Caterpillar products bringing the total from $29.8 billion to $30.7 billion, global mining business is strong in China, operating margins were solid, backlog in mining equipment, and a 73% increase in the resource industry. That means mining! Mining is huge for CAT at the moment and I don't see any slowdown any time soon.
From the numbers and conservative outlook I still believe CAT will be trading north of $130 a share by the end of the year. CAT is still a solid buy in my book.
P.S. I also listened to Weatherford's (WFT) conference call over the weekend and they are still good to go. They started off to a slow start, but business should pick up during the second half of the year.
Have a great night!
Clay-
Full Disclosure
Current Holdings:
Cosi Inc. (COSI)-Monster Portfolio
Caterpillar (CAT)
Westport Innovations (WPRT) Monster Portfolio
Kinder Morgan Energy Partners (KMP)
I'm not a licensed financial advisor. All recommendations is strictly my personal opinion and the information is intended for learning purposes only. Invest at your own risk!
Tuesday, April 24, 2012
Stock Talk In 150 Words Or Less
-Apple (AAPL) has yet another blow out quarter. $39.2 Billion in revenues. 35.1 million iPhone’s were sold in the 1st
qtr of 2012. Boom!
-Weatherford International (WFT) had a solid quarter. Revenues came in at $3.6 Billion, which was
25.87% higher than the same quarter last year.-On deck for tomorrow is Caterpillar the Peoria Powerhouse! I’m very eager to see how well CAT did in the 1st quarter. I need some good numbers to blow past the 52 week high of $116.95. At $108.40 its 29.15% off my price target by year-end of $140. Let’s go CAT!!!
-Now after CAT is all said and done the plan is to listen to
the conference calls to project the future trend of my closely followed
companies
P.S. Westport… What
the heck!!! All I can do is grit my
teeth in disgust and wait patiently for the tide to turn.Full Disclosure
Current Holdings:
Cosi Inc. (COSI)-Monster Portfolio
Caterpillar (CAT)
Westport Innovations (WPRT) Monster Portfolio
Kinder Morgan Energy Partners (KMP)
I'm not a licensed financial advisor. All recommendations is strictly my personal opinion and the information is intended for learning purposes only. Invest at your own risk!
Tuesday, February 14, 2012
First Monster Portfolio Purchase Of 2012
Welcome back everyone! I made my first purchase of 2012 in my Monster Portfolio. And the winner is Weatherford International (WFT). I had the day off from work today and was able to buy some WFT on weakness. I have watched this stock rise and rise through the month of January and I decided to get in on the action!
Weatherford reports earnings next Tuesday 02/21/12 and I plan to utilize this day to try and make some money. 2012 will be another solid year for energy stocks and I ran the numbers on WFT and from the projected 2012 EPS this stock should be trading near $25.00 by the end of 2012. Currently WFT is trading around $17.25 a share. From the numbers I believe WFT has the potential to go much higher! A potential return in excess of 40% by year end. Obviously, this is based on projections, but if I'm half wrong this stock will be trading at $21.00 a share. I'm sure everyone wouldn't mind a 20% return on investment. That being said I bought a small position today at $17.27 a share. This stock has run up huge, but I still have plenty of money to spend if this gem heads even lower.
Also, I purchased some Caterpillar (CAT) today in another account. I mentioned last week that a good starting point to buy would be between $105-$110 a share. I'm not sure it will get there! I did a some more research and I uncovered that an insider purchased 1,000 shares of CAT stock back on 02/07 at $113.05 a share. This changed my mind! Large insider buying is added confidence that this stock will go higher. As I always say insiders buy stock to make money just like us. That being said I purchased some CAT stock at $114.06 a share. I ran the numbers and this stock should be trading north of $140.00 a share by year end. Another potential return in excess of 20% Bring it on!!!!!!!!!!
Clay-
P.S. Apple closed at $509.46 a share. (52 week high) LOL! So much for buying this stock at $435 a share.
Full Disclosure
Current Holdings:
Cosi Inc. (COSI)
Caterpillar (CAT)
Procter & Gamble (PG)
Weatherford International (WFT)
Kinder Morgan Energy Partners (KMP)
Weatherford reports earnings next Tuesday 02/21/12 and I plan to utilize this day to try and make some money. 2012 will be another solid year for energy stocks and I ran the numbers on WFT and from the projected 2012 EPS this stock should be trading near $25.00 by the end of 2012. Currently WFT is trading around $17.25 a share. From the numbers I believe WFT has the potential to go much higher! A potential return in excess of 40% by year end. Obviously, this is based on projections, but if I'm half wrong this stock will be trading at $21.00 a share. I'm sure everyone wouldn't mind a 20% return on investment. That being said I bought a small position today at $17.27 a share. This stock has run up huge, but I still have plenty of money to spend if this gem heads even lower.
Also, I purchased some Caterpillar (CAT) today in another account. I mentioned last week that a good starting point to buy would be between $105-$110 a share. I'm not sure it will get there! I did a some more research and I uncovered that an insider purchased 1,000 shares of CAT stock back on 02/07 at $113.05 a share. This changed my mind! Large insider buying is added confidence that this stock will go higher. As I always say insiders buy stock to make money just like us. That being said I purchased some CAT stock at $114.06 a share. I ran the numbers and this stock should be trading north of $140.00 a share by year end. Another potential return in excess of 20% Bring it on!!!!!!!!!!
Clay-
P.S. Apple closed at $509.46 a share. (52 week high) LOL! So much for buying this stock at $435 a share.
Full Disclosure
Current Holdings:
Cosi Inc. (COSI)
Caterpillar (CAT)
Procter & Gamble (PG)
Weatherford International (WFT)
Kinder Morgan Energy Partners (KMP)
Tuesday, February 7, 2012
Caterpillar-The Peoria Powerhouse
Less than a week ago I gave you my take on Apple stock and now it's Caterpillar's turn! That's right! The Peoria Powerhouse. Ticker symbol CAT
What I have learned from this phenomenal company is that business is good. Business is so good that 2012 will be another year of growth for this company. Growth is the easiest indicator pointing to higher stock prices in the future. Now lets take a look at CAT's 4th qtr numbers and highlights.
-Record 2011 4th quarter revenues of $17.243 billion vs. 2010 revenues of $12.807 billion.
-Revenue for the 4th quarter was 34.63% higher vs last year. Truly amazing!
-4th quarter profit was $1.547 billion compared to $968 million this time last year
-EPS came in at $2.32, which is 57.82% higher than 2010 EPS of $1.47
Now let's take a look at the full year numbers
CAT's 2011 sales and revenues destroyed the 2010 numbers ($60.138 billion vs. $42.588 billion). That's an increase of 41.20%! On top of that profits for 2011 were 82.5% higher than 2010 coming in at $4.928 billion vs. $2.700 billion and full year EPS was $7.40 vs. $4.15 or a 78.3% increase. I could really stop right here and tell you to buy this stock on the dips, but I have more to add to this wonderful earnings report.
I promise this is the last list for the night. Here are the remaining reasons I believe CAT will have another extraordinary year.
1. Raised full year 2012 sales and revenues to $68 to $72 billion (That's double digit growth)
2. Strong global demand for its products
3. Improved quality of products
4. Increased investment in product development
5. Integrate acquisitions and adding production capacity
6. 2011 produced record sales even with slow construction market in the US and Europe
7. Commodity prices are favorable, which means greater demand for engines and turbines for petroleum applications, as well as mining equipment.
8. Full time employees increased 20,609 from 2010. 125,099 employees vs. 104,490 in 2010. Hiring is always a good sign for business!
9. Higher sales volume
10. I saved the best for last.... Order backlog of $29.8 billion at the end of 2011. That's an all time record for CAT! That means the demand for CAT products is in full force.
In closing I believe CAT has plenty of room to run higher into 2012. I would wait for a pull back say between $105-$110 before I would make an initial purchase. That's a good starting point.
Have a great night!
Clay-
What I have learned from this phenomenal company is that business is good. Business is so good that 2012 will be another year of growth for this company. Growth is the easiest indicator pointing to higher stock prices in the future. Now lets take a look at CAT's 4th qtr numbers and highlights.
-Record 2011 4th quarter revenues of $17.243 billion vs. 2010 revenues of $12.807 billion.
-Revenue for the 4th quarter was 34.63% higher vs last year. Truly amazing!
-4th quarter profit was $1.547 billion compared to $968 million this time last year
-EPS came in at $2.32, which is 57.82% higher than 2010 EPS of $1.47
Now let's take a look at the full year numbers
CAT's 2011 sales and revenues destroyed the 2010 numbers ($60.138 billion vs. $42.588 billion). That's an increase of 41.20%! On top of that profits for 2011 were 82.5% higher than 2010 coming in at $4.928 billion vs. $2.700 billion and full year EPS was $7.40 vs. $4.15 or a 78.3% increase. I could really stop right here and tell you to buy this stock on the dips, but I have more to add to this wonderful earnings report.
I promise this is the last list for the night. Here are the remaining reasons I believe CAT will have another extraordinary year.
1. Raised full year 2012 sales and revenues to $68 to $72 billion (That's double digit growth)
2. Strong global demand for its products
3. Improved quality of products
4. Increased investment in product development
5. Integrate acquisitions and adding production capacity
6. 2011 produced record sales even with slow construction market in the US and Europe
7. Commodity prices are favorable, which means greater demand for engines and turbines for petroleum applications, as well as mining equipment.
8. Full time employees increased 20,609 from 2010. 125,099 employees vs. 104,490 in 2010. Hiring is always a good sign for business!
9. Higher sales volume
10. I saved the best for last.... Order backlog of $29.8 billion at the end of 2011. That's an all time record for CAT! That means the demand for CAT products is in full force.
In closing I believe CAT has plenty of room to run higher into 2012. I would wait for a pull back say between $105-$110 before I would make an initial purchase. That's a good starting point.
Have a great night!
Clay-
Wednesday, February 1, 2012
APPLE-Solid/CAT-Solid
Did a little research since last week in regards to Apple and Caterpillar's earnings. From listening to Apple's conference call and reading Cat's earnings transcript 2012 should be yet another great year for both of these companies. Below is the link to Apple's earnings call.
http://www.apple.com/quicktime/qtv/earningsq112/
This is where I get all of my information. These calls are the key to my success in picking winning stocks. Management plays a huge part in the price of the companies stock. Great management equals higher stock prices. Investing in quality companies comes down to confidence. Confidence brings great quality investors, which is what you want when putting your hard earned money on the line.
Apple (AAPL) is a perfect example of a company that has great management. I enjoy listening to Tim Cook, Apple's CEO and Peter Oppenheimer, Apple's CFO. These are the guys that help you make a decision on Apple's future. This particular call was very upbeat.
-record sales in 3 of their 4 major products
-strong sales activity in the U.S.
-continued demand for the iPhone 4S. The channel inventory is lower than they predicted, which means they are moving them as fast as they can make them!
-Mac sales were up 26% yoy (year over year), that growth destroys the PC growth.
-Apple stores increased foot traffic in excess of 40% vs last year.
-Siri the iPhone 4S assistant has been a real hit.
-Increased convenience of purchasing Apple's products online. You can purchase most products online and pick them up just a few hours later at your nearest Apple store. (I like this feature!)
- iPhone 4S first quarter results didn't include sales in mainland China, due to release in January
Those were just a few of the things I heard on this conference call. In the end Apple will continue to outperform the market. The stock hit a 52 week high of $458.99 today, but I'm not a buyer just yet. If I were to purchase Apple it would be initiated around $435 a share. I need a little pullback...
Caterpillar (CAT) will be next up for discussion later this week. One thing I can tell you is the Peoria Powerhouse will shine in 2012.
P.S. Westport Innovations (WPRT) down -7.74% This stock is to hot to handle. It looks like I will have another shot at purchasing WPRT in the near future, before WPRT takes off again. Natural gas is the future bridge fuel for the United States. I expect a lot of activity to continue with businesses continuing to switch over to natural gas vehicles in order to save on fuel costs. Be ready! This type of stock doesn't come around very often.
I have yet to make a stock purchase in 2012! I'm waiting to pull the trigger.
Have a great night!
Clay-
http://www.apple.com/quicktime/qtv/earningsq112/
This is where I get all of my information. These calls are the key to my success in picking winning stocks. Management plays a huge part in the price of the companies stock. Great management equals higher stock prices. Investing in quality companies comes down to confidence. Confidence brings great quality investors, which is what you want when putting your hard earned money on the line.
Apple (AAPL) is a perfect example of a company that has great management. I enjoy listening to Tim Cook, Apple's CEO and Peter Oppenheimer, Apple's CFO. These are the guys that help you make a decision on Apple's future. This particular call was very upbeat.
-record sales in 3 of their 4 major products
-strong sales activity in the U.S.
-continued demand for the iPhone 4S. The channel inventory is lower than they predicted, which means they are moving them as fast as they can make them!
-Mac sales were up 26% yoy (year over year), that growth destroys the PC growth.
-Apple stores increased foot traffic in excess of 40% vs last year.
-Siri the iPhone 4S assistant has been a real hit.
-Increased convenience of purchasing Apple's products online. You can purchase most products online and pick them up just a few hours later at your nearest Apple store. (I like this feature!)
- iPhone 4S first quarter results didn't include sales in mainland China, due to release in January
Those were just a few of the things I heard on this conference call. In the end Apple will continue to outperform the market. The stock hit a 52 week high of $458.99 today, but I'm not a buyer just yet. If I were to purchase Apple it would be initiated around $435 a share. I need a little pullback...
Caterpillar (CAT) will be next up for discussion later this week. One thing I can tell you is the Peoria Powerhouse will shine in 2012.
P.S. Westport Innovations (WPRT) down -7.74% This stock is to hot to handle. It looks like I will have another shot at purchasing WPRT in the near future, before WPRT takes off again. Natural gas is the future bridge fuel for the United States. I expect a lot of activity to continue with businesses continuing to switch over to natural gas vehicles in order to save on fuel costs. Be ready! This type of stock doesn't come around very often.
I have yet to make a stock purchase in 2012! I'm waiting to pull the trigger.
Have a great night!
Clay-
Wednesday, January 18, 2012
Sidelined For Earnings Season!
So Westport (WPRT) proved me wrong as the stock was playing tricks on me closing up +5.02% today! This stock has been a firecracker since the beginning of December and yet it still pushes higher. I love this company, but I can't comprehend as to why the stock continues higher. I haven't seen any type of catalyst for Westport and I can't back this stock at the current price. I can't really back any stock at the current price levels.
I'm holding strong on the sidelines with plenty of cash to invest, but I haven't had an opportunity to get back in. I'm going absolutely crazy right now! I missed my opportunity to get back into WFT yesterday as I was going to play the oil service earnings of Schlumberger (SLB) on Friday. SLB earnings determines the direction of the oil service companies. If SLB is positive the rest of the competition goes up as well. With Weatheford up +5.96% today it would an idiotic move to chase this stock into Friday.
Another key move that I missed was Caterpillar (CAT) as the stock has moved up +13.56% from the last day I was in the market with my Monster Portfolio. 12/22/11 is the date. That's right I have been out of the market since 12/22/11.
The only thing I can do now is listen to all of the conference calls to determine my next investment opportunity. The best thing I can do is be patient. Right?
Earnings Calendar- Here is a helpful link to get the dates on the upcoming earnings releases
http://biz.yahoo.com/research/earncal/today.html pulled from Yahoo Finance
I will be listening to the conference call on the following companies
SLB Earnings 01/20/2012
AAPL Earnings 01/24/2012 52 Week High today...
CAT Earnings 01/26/2012
WFT Earnings 02/21/2012
Have a great night!
"When in doubt buy more"
Clay-
I'm holding strong on the sidelines with plenty of cash to invest, but I haven't had an opportunity to get back in. I'm going absolutely crazy right now! I missed my opportunity to get back into WFT yesterday as I was going to play the oil service earnings of Schlumberger (SLB) on Friday. SLB earnings determines the direction of the oil service companies. If SLB is positive the rest of the competition goes up as well. With Weatheford up +5.96% today it would an idiotic move to chase this stock into Friday.
Another key move that I missed was Caterpillar (CAT) as the stock has moved up +13.56% from the last day I was in the market with my Monster Portfolio. 12/22/11 is the date. That's right I have been out of the market since 12/22/11.
The only thing I can do now is listen to all of the conference calls to determine my next investment opportunity. The best thing I can do is be patient. Right?
Earnings Calendar- Here is a helpful link to get the dates on the upcoming earnings releases
http://biz.yahoo.com/research/earncal/today.html pulled from Yahoo Finance
I will be listening to the conference call on the following companies
SLB Earnings 01/20/2012
AAPL Earnings 01/24/2012 52 Week High today...
CAT Earnings 01/26/2012
WFT Earnings 02/21/2012
Have a great night!
"When in doubt buy more"
Clay-
Tuesday, October 25, 2011
Monster Portfolio Week 41 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 40 10/21/11
$2,444.80 Stock$12.05 Cash
Total $2,456.85
Since Inception: -7.01%
Back out cash inflow and we have a balance of $1,851.35.
I thought I would have some good things to say today, but the negative day in the market has overshadowed my enthusiasm. Yesterday on the other hand was very exciting and I contribute the market rally to the Peoria Powerhouse! That's right! Good ole Caterpillar (CAT). CAT reported an all time record with revenue coming in at $15.7 Billion and earnings of a $1.71 per share. They also raised their 2011 outlook slightly with higher revenue of $58 Billion and a profit of $6.75 a share. For 2012 they gave a pretty decent guidance with revenues roughly 10-20% higher than 2011. That being said Caterpillar should be bought as its currently cheap, trading at a P/E of 14.87. On top of that CAT pays a dividend that has a yield of 2.10%
Now let’s move onto my portfolio holdings, which consist of Apple (AAPL) and Weatherford International (WFT). Apple missed earnings and Weatherford was in line with the analysts earnings expectations, but did manage to exceed on the revenue side. I’m not going to talk much about WFT as I haven’t listened to the conference call. Earnings seemed to reflect what the other oil service companies have reported, but it appears the outlook is uncertain. On top of that WFT never really gave me an opportunity to sell a portion of my shares. I’m not too happy about that one! Plain and simple WFT traded terribly this past week and I have yet to see this stock trade at its potential. I will continue to hold onto WFT until I come up with a better reason to sell it. LOL!
As for Apple I have no worries. I blame their earnings miss to a product hold out. Everyone was patiently waiting for the new iPhone to come out and sales were negatively impacted. Today the stock market continued to trade in fear as the concern over the outlook of Europe looms. Europe has yet to release a plan to resolve their debt issues. What a drag!
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Thursday, May 19, 2011
Buy List for Friday 05/20/11
Buy List
Caterpillar-(CAT) about 10% off its 52 week high. Commodity prices are down, which will revitalize the world economies and allow companies like CAT to make more $$$.
Westport Innovations-(WPRT) Chart looks good! I believe the negative momentum of this stock has reversed and is poised for a big move to the upside. Plus WPRT is set to report earnings on June 1 and the stock price should move higher nearing that date.
Money will be made with these 2. I personally own WPRT and follow CAT closely. My opinion is to accumulate while the getting is good. Stocks are on a sale!
P.S. Sodastream (SODA) Amazing! If I had more money I would buy them all! LOL!
Clay-
Caterpillar-(CAT) about 10% off its 52 week high. Commodity prices are down, which will revitalize the world economies and allow companies like CAT to make more $$$.
Westport Innovations-(WPRT) Chart looks good! I believe the negative momentum of this stock has reversed and is poised for a big move to the upside. Plus WPRT is set to report earnings on June 1 and the stock price should move higher nearing that date.
Money will be made with these 2. I personally own WPRT and follow CAT closely. My opinion is to accumulate while the getting is good. Stocks are on a sale!
P.S. Sodastream (SODA) Amazing! If I had more money I would buy them all! LOL!
Clay-
Monday, May 2, 2011
Monster Portfolio 2011 Week 16 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 15 04/29/11
$2,147.59 Stock
$86.96 Cash
Total $2,234.55
Excluding cash inflow of $290.50 we have a balance of $1,944.05. Up another +1.80% from last week
Since Inception: -2.35% (Almost back to even)
Not a bad run from last week’s results. I did however get crushed today with Weatherford International (WFT) as the fund managers decided to take down the oil service stocks due to the recent downward pressure on oil. To tell you the truth I’m glad oil is trying to go down as I will save more money in gas then I will make with WFT. LOL! Oil prices are at ridiculous levels. On my way home from work today I saw $4.29 a gallon at the Shell station. This has got to stop.
If I have to take a short term hit on WFT I’m okay with that. It will be easier on my wallet! WFT will bounce back in the short term. Now all we need now is for crude to plummet to the 90’s. Now that’s what I’m talking about!
Next week I’ll have Week 17 Results plus the 1 year performance of the stock prediction game. I’m interested to see how I did. With the recent great results from Caterpillar (CAT) I have a feeling the 1 year performance of the prediction game will be solid vs. the indices.
Current Holdings:
Apple (AAPL) my take- buy more!
Cosi Inc. (COSI) my take- sleeper good long term play
Weatherford International (WFT) my take- buy much more! Load up the truck.
Clay-
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 15 04/29/11
$2,147.59 Stock
$86.96 Cash
Total $2,234.55
Excluding cash inflow of $290.50 we have a balance of $1,944.05. Up another +1.80% from last week
Since Inception: -2.35% (Almost back to even)
Not a bad run from last week’s results. I did however get crushed today with Weatherford International (WFT) as the fund managers decided to take down the oil service stocks due to the recent downward pressure on oil. To tell you the truth I’m glad oil is trying to go down as I will save more money in gas then I will make with WFT. LOL! Oil prices are at ridiculous levels. On my way home from work today I saw $4.29 a gallon at the Shell station. This has got to stop.
If I have to take a short term hit on WFT I’m okay with that. It will be easier on my wallet! WFT will bounce back in the short term. Now all we need now is for crude to plummet to the 90’s. Now that’s what I’m talking about!
Next week I’ll have Week 17 Results plus the 1 year performance of the stock prediction game. I’m interested to see how I did. With the recent great results from Caterpillar (CAT) I have a feeling the 1 year performance of the prediction game will be solid vs. the indices.
Current Holdings:
Apple (AAPL) my take- buy more!
Cosi Inc. (COSI) my take- sleeper good long term play
Weatherford International (WFT) my take- buy much more! Load up the truck.
Clay-
Tuesday, March 15, 2011
Monster Portfolio 2011 Week 9 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: Week 9 03/14/11
$2,097.09 Stock
$24.16 Cash
Total $2,121.25
Excluding cash inflow of $153.00 we have a balance of $1,968.25. Though the portfolio has taken a step back from week 8 results I’m still happy with the performance over the past week. With the continued pressure from oil prices and the terrible disaster in Japan I expect stocks to be volatile in the short term. On a positive note stocks are getting cheaper and that gives everyone an opportunity to buy some stock on the cheap. If I had more money to buy stocks I would look into buying some Ford (F). The stock was up 2.59% on a horrible down day. The chart looks good as I believe Ford has hit a base. With the positive action today I would be throwing my money that way! Also, I would accumulate more Apple (AAPL) down -2.30% today. Don’t be shaken out of Apple. Nothing has changed and the stock is a bargain in the 240’s. Lastly, I would put my money to work in Caterpillar (CAT). Caterpillar is busier than ever and they will play a big part in the recovery of Japan.
Since Inception: -1.14% overall
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Have a great night!
Clay-
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: Week 9 03/14/11
$2,097.09 Stock
$24.16 Cash
Total $2,121.25
Excluding cash inflow of $153.00 we have a balance of $1,968.25. Though the portfolio has taken a step back from week 8 results I’m still happy with the performance over the past week. With the continued pressure from oil prices and the terrible disaster in Japan I expect stocks to be volatile in the short term. On a positive note stocks are getting cheaper and that gives everyone an opportunity to buy some stock on the cheap. If I had more money to buy stocks I would look into buying some Ford (F). The stock was up 2.59% on a horrible down day. The chart looks good as I believe Ford has hit a base. With the positive action today I would be throwing my money that way! Also, I would accumulate more Apple (AAPL) down -2.30% today. Don’t be shaken out of Apple. Nothing has changed and the stock is a bargain in the 240’s. Lastly, I would put my money to work in Caterpillar (CAT). Caterpillar is busier than ever and they will play a big part in the recovery of Japan.
Since Inception: -1.14% overall
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Have a great night!
Clay-
Thursday, December 9, 2010
When Should I Sell My Stock?
I know many investors would like to know when they should sell their stock. Today I will explain my thought process of selling a stock and what to look for when making that important decision of taking a profit.
I cringe when I hear someone talk about how much money they are up in an individual stock and 6 months later they end up selling for a loss. This is a very common occurrence when investing in the stock market. I know! I’ve been there. When I first started investing I was terrible. I lost money because I didn’t have a clue on when to sell my stock. You must have patience when investing and be able to keep your composure when times get tough. Selling stock is a very crucial component to growing your portfolio, but selling at the wrong moment could cost you dearly!
Here is a brief list of what goes through my mind when I want to sell some stock
1. Your stock has more than doubled. As Jim Cramer would say. “Sell your initial investment and let the rest run.” You’re playing with the houses money! Hey I learned from the best (Thanks Jim) If you haven’t sold a single share when you have a gain of a 100% or more you’re being plain greedy! I promise that what goes up must come down! So please sell some stock.
2. Sell a percentage of your holdings if a stock runs up to far too fast. Many stocks run up from the trough (bottom) to peak (top) over a period of weeks in excess of 20%. I don’t know what it is about 20%, but I have seen a stock go on a great run and then suddenly run out of steam at the 20% mark. (Key moves 10%, 15%, and 20%.) I guess fund managers use round numbers. I always take some stock off the table at 20%. I never sell all my stock at once, but it’s imperative to lock in a profit after a 20% run.
3. Continuing on with the 20% move, I would like to add that I pay close attention to a stocks chart on this one. I don’t care what price I paid for the stock I will sell a portion of my holdings after a big run. I wait for the stock to pull back and then I enter back into the stock at a lower price. Buying and selling keeps me on my toes and forces me to pay attention to my stock like a shark.
4. Always sell into strength. It feels so good to sell when a stock is up. Don’t try to time the top of a move. By the time you try to figure that out the stock will be down a couple bucks ($$$). You’re trying to make money here! Stay focused on the task at hand. Sell when others are buying and buy when others are scared! This is how you make money. If everyone knows about the stock and its being hyped on the TV and Internet, I hate to burst your bubble, but the big money has already been made! Move on and find a better money making opportunity.
5. Always sell if the reason you invested in the stock changes for the worse. Business changes rapidly and when the outlook changes for a company in a negative fashion, run for cover! Shoot first and ask questions later. Sell immediately and sit on the sidelines to process the new information. You do not want to be caught in an out of favor stock. It will sink like a rock!
6. Sell when your portfolio value becomes over weighted in one stock. You don’t want to have too much money in one individual stock. It’s okay to have a couple of front runners, but keep it within reason. Example: if a single stock consists of more than 50% of your portfolio a change must be made.
7. If a better opportunity presents itself, feel free to sell a stock to put yourself in position to make a profit. It’s called opportunity cost! You have to take full advantage of any opportunity that leads to an increased chance to make money off your investments. I’ve done this many times. I would sell an under performing stock and reinvest the money in a higher quality company. This really does work! Don’t be the person to wait for your stock to break even and then sell. It won’t happen! Cut your losses and move on.
Obviously, much more information runs through my head, but this list will get you started in successfully making money in stocks! I buy stocks when they are cheap and I keep tabs on them as they progress and appreciate in price. The thing is people are less willing to buy stocks when they are perceived as to high (Expensive) It’s the same concept as shopping for a car. Everyone wants a deal! I may want to buy a new BMW for $40,000, but that’s a little steep! If I talked the car salesman down to $35,000 I would be getting a deal. I would be more willing to buy the car at $35,000 because it’s a bargain and not $40,000 or the fair value of the car. You can compare stocks to buying clothes, appliances, electronics, services, and groceries. You will pay up for a bargain! At least I would. Always look for value when investing. It all comes down to the future of a company. Value is where the money is made!
Sell a little in WFT and CAT. I’m going strictly off the charts on my recommendations. WFT and CAT are in overbought territory. Apple (AAPL) has been quiet for awhile. I like the chart on this one. It’s spooling up like a turbo!
Have a great night!
Clay-
I cringe when I hear someone talk about how much money they are up in an individual stock and 6 months later they end up selling for a loss. This is a very common occurrence when investing in the stock market. I know! I’ve been there. When I first started investing I was terrible. I lost money because I didn’t have a clue on when to sell my stock. You must have patience when investing and be able to keep your composure when times get tough. Selling stock is a very crucial component to growing your portfolio, but selling at the wrong moment could cost you dearly!
Here is a brief list of what goes through my mind when I want to sell some stock
1. Your stock has more than doubled. As Jim Cramer would say. “Sell your initial investment and let the rest run.” You’re playing with the houses money! Hey I learned from the best (Thanks Jim) If you haven’t sold a single share when you have a gain of a 100% or more you’re being plain greedy! I promise that what goes up must come down! So please sell some stock.
2. Sell a percentage of your holdings if a stock runs up to far too fast. Many stocks run up from the trough (bottom) to peak (top) over a period of weeks in excess of 20%. I don’t know what it is about 20%, but I have seen a stock go on a great run and then suddenly run out of steam at the 20% mark. (Key moves 10%, 15%, and 20%.) I guess fund managers use round numbers. I always take some stock off the table at 20%. I never sell all my stock at once, but it’s imperative to lock in a profit after a 20% run.
3. Continuing on with the 20% move, I would like to add that I pay close attention to a stocks chart on this one. I don’t care what price I paid for the stock I will sell a portion of my holdings after a big run. I wait for the stock to pull back and then I enter back into the stock at a lower price. Buying and selling keeps me on my toes and forces me to pay attention to my stock like a shark.
4. Always sell into strength. It feels so good to sell when a stock is up. Don’t try to time the top of a move. By the time you try to figure that out the stock will be down a couple bucks ($$$). You’re trying to make money here! Stay focused on the task at hand. Sell when others are buying and buy when others are scared! This is how you make money. If everyone knows about the stock and its being hyped on the TV and Internet, I hate to burst your bubble, but the big money has already been made! Move on and find a better money making opportunity.
5. Always sell if the reason you invested in the stock changes for the worse. Business changes rapidly and when the outlook changes for a company in a negative fashion, run for cover! Shoot first and ask questions later. Sell immediately and sit on the sidelines to process the new information. You do not want to be caught in an out of favor stock. It will sink like a rock!
6. Sell when your portfolio value becomes over weighted in one stock. You don’t want to have too much money in one individual stock. It’s okay to have a couple of front runners, but keep it within reason. Example: if a single stock consists of more than 50% of your portfolio a change must be made.
7. If a better opportunity presents itself, feel free to sell a stock to put yourself in position to make a profit. It’s called opportunity cost! You have to take full advantage of any opportunity that leads to an increased chance to make money off your investments. I’ve done this many times. I would sell an under performing stock and reinvest the money in a higher quality company. This really does work! Don’t be the person to wait for your stock to break even and then sell. It won’t happen! Cut your losses and move on.
Obviously, much more information runs through my head, but this list will get you started in successfully making money in stocks! I buy stocks when they are cheap and I keep tabs on them as they progress and appreciate in price. The thing is people are less willing to buy stocks when they are perceived as to high (Expensive) It’s the same concept as shopping for a car. Everyone wants a deal! I may want to buy a new BMW for $40,000, but that’s a little steep! If I talked the car salesman down to $35,000 I would be getting a deal. I would be more willing to buy the car at $35,000 because it’s a bargain and not $40,000 or the fair value of the car. You can compare stocks to buying clothes, appliances, electronics, services, and groceries. You will pay up for a bargain! At least I would. Always look for value when investing. It all comes down to the future of a company. Value is where the money is made!
Sell a little in WFT and CAT. I’m going strictly off the charts on my recommendations. WFT and CAT are in overbought territory. Apple (AAPL) has been quiet for awhile. I like the chart on this one. It’s spooling up like a turbo!
Have a great night!
Clay-
Thursday, December 2, 2010
We have ourselves a Bull Market Rally!
What an excellent week for stocks! Man I love making money in such a short period of time. This is the time to get excited about being invested in stocks! All the time and effort you put into finding that perfect stock and boom a big week! I can’t get enough of this game. It’s a game leaning in your favor. It’s the total opposite of the casino.
It drives me nuts when people say investing in the stock market is like gambling at the casino. Give me a break! If that was true can someone please explain the success of Warren Buffett? The success of how he is worth over $40 Billion from investing in stocks. After that great story is told walk the street and find a gambler. I guarantee you that person’s net worth doesn’t amount to a hill of beans! Rich people don’t gamble. Remember that!
I can’t even tell you how much money I have lost at the Casino when I was in college. I kid you not; I would probably have a nice little trading fund in excess of $25,000. No that’s not how much money I actually lost, but that money would have generated some serious gains over the past 10 years. I consider going to a Casino high priced entertainment and that’s about it. Of course its fun, but it won’t lead you to riches. Investing involves educating yourself in business and how to spot trends of companies that are winning with money. You find a company that continues to grow in value and you invest your money to grow with that company. That’s it! Plain and simple.
Who says you can’t make money in the stock market? Only those that have never made a dime, are misinformed and not educated about how the stock market truly works. I don’t know about you, but 1 day of trading and I can make more money than a person can all year + some in a high interest savings account.
Example: Of course I’m going to mention one of my favorite picks!
Westport Innovations (WPRT) up 4.10% today closed at $19.30 a share
4% in one day! A savings account barely pulls 1% per year at the current interest rates. It would take you 4+ years to make what WPRT did in a day.
I will risk my money everyday of the week for that reward! The reward outweighs the risk.
2nd great example: I just sold a portion of my holdings in Weatherford International (WFT) only because it has ran up from $17.00 to over $21.00 a share in about a month.
I was in at $17.99 a share and I sold a portion of my holdings into strength at $21.29 a share. That’s an 18.3% return! Back to my first example vs. a savings account it would take over 18 years to make the money I did in a single month!
All I’m trying to say is that anyone can make money investing in stocks if they take some time to do the proper research. You have to make investing fun in order to make money. When a person is having fun they will likely pay closer attention to their investments. If you don’t pay attention you have the potential to lose a lot of money.
That being said I’m all fired up this week. Stocks are working! Jobs are coming back and retail sales were up. The after Thanksgiving sale was a hit! That is a positive sign towards recovery. People are starting to spend money.
Apple (AAPL) is working closed at $318.15 a share less than a dollar of its 52 week high
Caterpillar (CAT) working like a charm trading at its 52 week high of $88.62
Weatherford (WFT) trading at its 52 week high of $21.19 a share
Westport Innovations (WPRT) getting ready to break out! Up 4.10 % at $19.30 a share
Intel (INTC) Up over 6% this month and continuing on an upward trend higher
Money is being made!
_______________________
Now lets change gears and discuss my findings on SodaStream (SODA)
I said I was going to come back to SodaStream (SODA) after Tuesday and I’m glad I told everyone to wait to buy this stock because it was crushed on Tuesday as it plummeted down 20.6% It lost $8.60 a share. Not to worry. Remember this stock went public and closed at $24.12 on the first trading day a month ago. It was at $41.60 on Monday 11/29/10. That’s a 72.4% move. That was a perfect time for investors to sell.
Soda actually had decent numbers and I continue to believe this stock will go higher. Revenues increased 51.7% in the 3rd qtr. That’s huge! The sell off had to do with profit taking and uncertainty. With the increased exposure into the U.S. market Soda has plenty of potential for growth. I don’t want to get into all the details of the conference call, but being a new company takes time for investors to adjust to management. I can say the CFO didn’t answer to many specific questions. He gave a lot of generic answers and very little information for SODA’s future earnings. I would keep SodaStream on the radar. I’m a buyer in the upper 20’s if it gets there. Beware of the volatility! This stock is crazy!
Check out the earnings call for yourself.
http://sodastream.investorroom.com/
(Recent post on Soda)
http://stockmarketmonster.blogspot.com/2010/11/sodastream-international-soda.html
Have a great night! Man stocks are hot!
Clay-
It drives me nuts when people say investing in the stock market is like gambling at the casino. Give me a break! If that was true can someone please explain the success of Warren Buffett? The success of how he is worth over $40 Billion from investing in stocks. After that great story is told walk the street and find a gambler. I guarantee you that person’s net worth doesn’t amount to a hill of beans! Rich people don’t gamble. Remember that!
I can’t even tell you how much money I have lost at the Casino when I was in college. I kid you not; I would probably have a nice little trading fund in excess of $25,000. No that’s not how much money I actually lost, but that money would have generated some serious gains over the past 10 years. I consider going to a Casino high priced entertainment and that’s about it. Of course its fun, but it won’t lead you to riches. Investing involves educating yourself in business and how to spot trends of companies that are winning with money. You find a company that continues to grow in value and you invest your money to grow with that company. That’s it! Plain and simple.
Who says you can’t make money in the stock market? Only those that have never made a dime, are misinformed and not educated about how the stock market truly works. I don’t know about you, but 1 day of trading and I can make more money than a person can all year + some in a high interest savings account.
Example: Of course I’m going to mention one of my favorite picks!
Westport Innovations (WPRT) up 4.10% today closed at $19.30 a share
4% in one day! A savings account barely pulls 1% per year at the current interest rates. It would take you 4+ years to make what WPRT did in a day.
I will risk my money everyday of the week for that reward! The reward outweighs the risk.
2nd great example: I just sold a portion of my holdings in Weatherford International (WFT) only because it has ran up from $17.00 to over $21.00 a share in about a month.
I was in at $17.99 a share and I sold a portion of my holdings into strength at $21.29 a share. That’s an 18.3% return! Back to my first example vs. a savings account it would take over 18 years to make the money I did in a single month!
All I’m trying to say is that anyone can make money investing in stocks if they take some time to do the proper research. You have to make investing fun in order to make money. When a person is having fun they will likely pay closer attention to their investments. If you don’t pay attention you have the potential to lose a lot of money.
That being said I’m all fired up this week. Stocks are working! Jobs are coming back and retail sales were up. The after Thanksgiving sale was a hit! That is a positive sign towards recovery. People are starting to spend money.
Apple (AAPL) is working closed at $318.15 a share less than a dollar of its 52 week high
Caterpillar (CAT) working like a charm trading at its 52 week high of $88.62
Weatherford (WFT) trading at its 52 week high of $21.19 a share
Westport Innovations (WPRT) getting ready to break out! Up 4.10 % at $19.30 a share
Intel (INTC) Up over 6% this month and continuing on an upward trend higher
Money is being made!
_______________________
Now lets change gears and discuss my findings on SodaStream (SODA)
I said I was going to come back to SodaStream (SODA) after Tuesday and I’m glad I told everyone to wait to buy this stock because it was crushed on Tuesday as it plummeted down 20.6% It lost $8.60 a share. Not to worry. Remember this stock went public and closed at $24.12 on the first trading day a month ago. It was at $41.60 on Monday 11/29/10. That’s a 72.4% move. That was a perfect time for investors to sell.
Soda actually had decent numbers and I continue to believe this stock will go higher. Revenues increased 51.7% in the 3rd qtr. That’s huge! The sell off had to do with profit taking and uncertainty. With the increased exposure into the U.S. market Soda has plenty of potential for growth. I don’t want to get into all the details of the conference call, but being a new company takes time for investors to adjust to management. I can say the CFO didn’t answer to many specific questions. He gave a lot of generic answers and very little information for SODA’s future earnings. I would keep SodaStream on the radar. I’m a buyer in the upper 20’s if it gets there. Beware of the volatility! This stock is crazy!
Check out the earnings call for yourself.
http://sodastream.investorroom.com/
(Recent post on Soda)
http://stockmarketmonster.blogspot.com/2010/11/sodastream-international-soda.html
Have a great night! Man stocks are hot!
Clay-
Thursday, November 25, 2010
SodaStream International (SODA)
Happy Thanksgiving!
I wasn’t going to talk about this company for another couple weeks, but the buzz for this stock is outrageous! The name of the company is SodaStream International (SODA).
SodaStream could be one of the hottest IPO’s for 2010. SODA initially went public back on Wednesday November 3rd and money has been pouring into this stock over the past few days. I first came across this company when Jim Cramer mentioned that SODA went public. Obviously, he has made me a lot of money with his stock picks and recommendations. I consider him one of the greatest investors of all time and the reason I enjoy investing in stocks. This stock is different! Jim mentioned SODA and Hansen Natural in the same sentence. That’s when I really became interested with SODA. Hansen Natural (HANS) is the maker of Monster Energy drinks and is one of greatest growth stocks of all time! I have never seen a stock move up as fast as Hansen Natural did in my 8 years of investing. Cramer said this company could be the next Hansen Natural. Of course this is pure speculation on Jim Cramer’s part, but if this product takes hold in the United States this stock will be very successful.
So what does SodaStream have to offer? SodaStream manufactures home beverage carbonation systems (AKA) soda makers. That’s right soda makers! Seems like a pretty easy concept. SODA offers more than just the soda maker, but everything that is needed to create your very own personalized drink. The products offered include the soda maker, flavors, bottles, and carbonators. I believe this product will catch on. Here are my reasons from the research that I have done.
1. It’s cheaper to make your own soda long term
2. It will help reduce the amount of aluminum and plastic consumption in the world (Go Green)
3. It’s healthier. From the companies home web page it states a drink has 1/3 less calories compared to the national brands.
4. It’s a simple process. Quick and Easy!
5. Soda stays carbonated for up to 2 weeks
6. Personalization of your own flavor and amount of carbonation will meet the needs of all consumers. (People are picky and making the drink to fit your personal preference is a plus)
7. Energy drinks. You can make your own. This one is my favorite since I drink a ton of Monster. I could take the difference in cost and invest the rest.
The main reason for potential success is SODA products allow for the creation of residual income. That means money will continue to come in over the lifetime of the soda maker. Companies that offer products that must be replenished are always great investments. Initially SODA will make a large amount of money off the soda makers and kits. Then repeat sales will continue with the flavors, carbonators, and accessories. It's a glorified money making machine!
The stock currently closed yesterday at $41.21. On November 3rd the first day of trading the stock closed at $24.12. That’s a 70.8% return. It was trading in the 30’s a couple days ago and I believe it will pull back next week after they report their 3rd qtr earnings on Tuesday. I would hold off on buying this stock until after Tuesday. Tuesday will give an idea of how well this product is taking hold and the future earnings for this stock. Once earnings are established I can reevaluate the stock price to determine if it’s still a buy. If this stock has half the growth of Hansen Natural it will perform well over the next few years!
I originally heard about this company from Cramer, but I ran across this product while on the job. I took a field trip to a facility that my company works with on a daily basis and the gentlemen that oversees operations had a bottle full of soda. He mentioned he bought a soda maker and he loves it! He said it’s cheaper than store bought pop and his favorite flavor is root beer. I thought this was a great idea. I told my wife about it and said I may want a soda maker. A few weeks later SODA went public. You never know when an investment idea may arise. This was one of them! On another positive note, yesterday I received the mail and I came across the Bed Bath & Beyond add for the week. I couldn’t believe it when I saw a soda maker. I went crazy when I saw that! I think this stock will be a huge money maker. Check it out for yourself! For more information visit
http://www.sodastreamusa.com/default.aspx
If you are willing to take some risk this could be the stock for you. This is the perfect opportunity for growth. I think I’m going to ask for a soda maker for Christmas!
That’s it for SODA! In closing I want to touch on the market in general.
Stocks have been performing very well and I like it! The economy is turning and the majority of companies are making money. 2011 should be a good year for stocks. Keep buying your favorite stocks on pullbacks and sell a portion of your winners on up days like yesterday.
Have a great day! Enjoy the turkey.
Clay-
Monster Status (Stocks I like)
Apple (AAPL)
Caterpillar (CAT)
Weatherford International (WFT)
Westport Innovations (WPRT) up 5.16% yesterday
I wasn’t going to talk about this company for another couple weeks, but the buzz for this stock is outrageous! The name of the company is SodaStream International (SODA).
SodaStream could be one of the hottest IPO’s for 2010. SODA initially went public back on Wednesday November 3rd and money has been pouring into this stock over the past few days. I first came across this company when Jim Cramer mentioned that SODA went public. Obviously, he has made me a lot of money with his stock picks and recommendations. I consider him one of the greatest investors of all time and the reason I enjoy investing in stocks. This stock is different! Jim mentioned SODA and Hansen Natural in the same sentence. That’s when I really became interested with SODA. Hansen Natural (HANS) is the maker of Monster Energy drinks and is one of greatest growth stocks of all time! I have never seen a stock move up as fast as Hansen Natural did in my 8 years of investing. Cramer said this company could be the next Hansen Natural. Of course this is pure speculation on Jim Cramer’s part, but if this product takes hold in the United States this stock will be very successful.
So what does SodaStream have to offer? SodaStream manufactures home beverage carbonation systems (AKA) soda makers. That’s right soda makers! Seems like a pretty easy concept. SODA offers more than just the soda maker, but everything that is needed to create your very own personalized drink. The products offered include the soda maker, flavors, bottles, and carbonators. I believe this product will catch on. Here are my reasons from the research that I have done.
1. It’s cheaper to make your own soda long term
2. It will help reduce the amount of aluminum and plastic consumption in the world (Go Green)
3. It’s healthier. From the companies home web page it states a drink has 1/3 less calories compared to the national brands.
4. It’s a simple process. Quick and Easy!
5. Soda stays carbonated for up to 2 weeks
6. Personalization of your own flavor and amount of carbonation will meet the needs of all consumers. (People are picky and making the drink to fit your personal preference is a plus)
7. Energy drinks. You can make your own. This one is my favorite since I drink a ton of Monster. I could take the difference in cost and invest the rest.
The main reason for potential success is SODA products allow for the creation of residual income. That means money will continue to come in over the lifetime of the soda maker. Companies that offer products that must be replenished are always great investments. Initially SODA will make a large amount of money off the soda makers and kits. Then repeat sales will continue with the flavors, carbonators, and accessories. It's a glorified money making machine!
The stock currently closed yesterday at $41.21. On November 3rd the first day of trading the stock closed at $24.12. That’s a 70.8% return. It was trading in the 30’s a couple days ago and I believe it will pull back next week after they report their 3rd qtr earnings on Tuesday. I would hold off on buying this stock until after Tuesday. Tuesday will give an idea of how well this product is taking hold and the future earnings for this stock. Once earnings are established I can reevaluate the stock price to determine if it’s still a buy. If this stock has half the growth of Hansen Natural it will perform well over the next few years!
I originally heard about this company from Cramer, but I ran across this product while on the job. I took a field trip to a facility that my company works with on a daily basis and the gentlemen that oversees operations had a bottle full of soda. He mentioned he bought a soda maker and he loves it! He said it’s cheaper than store bought pop and his favorite flavor is root beer. I thought this was a great idea. I told my wife about it and said I may want a soda maker. A few weeks later SODA went public. You never know when an investment idea may arise. This was one of them! On another positive note, yesterday I received the mail and I came across the Bed Bath & Beyond add for the week. I couldn’t believe it when I saw a soda maker. I went crazy when I saw that! I think this stock will be a huge money maker. Check it out for yourself! For more information visit
http://www.sodastreamusa.com/default.aspx
If you are willing to take some risk this could be the stock for you. This is the perfect opportunity for growth. I think I’m going to ask for a soda maker for Christmas!
That’s it for SODA! In closing I want to touch on the market in general.
Stocks have been performing very well and I like it! The economy is turning and the majority of companies are making money. 2011 should be a good year for stocks. Keep buying your favorite stocks on pullbacks and sell a portion of your winners on up days like yesterday.
Have a great day! Enjoy the turkey.
Clay-
Monster Status (Stocks I like)
Apple (AAPL)
Caterpillar (CAT)
Weatherford International (WFT)
Westport Innovations (WPRT) up 5.16% yesterday
Friday, November 5, 2010
A Great Deal Of Optimism On The Week!
Yesterday was a beautiful day for the stock market. The DJIA was up over 200+ Points. You couldn’t ask for a better day. I’m going to be all over the place today so pay attention!
Now that the election is behind us a lot of investors are coming back into the market. The worries about indecision have been put to rest. Now that the House is majority Republican the checks and balances of the House and Senate is in place. Will this change anything? I don’t know, but for some people they believe this will prevent or minimize the amount of anti business bills to pass. Politics isn’t my specialty! I’m only concerned about the stock market. What the government does is out my control.
The first positive I greatly appreciated began with President Obama stating that he was receptive to talks about extending the Bush tax cuts. Reducing the amount of tax across all incomes is ideal to grow the economy. Less tax allows people to spend more money on goods and invest money back into small businesses to create jobs and allow opportunities for growth. I’m not rich and I get taken to the cleaners on paying tax. I don’t care who you are and how much money you make, when you have to pay higher taxes you’re going to get upset. Bring on the tax cuts! Tax cuts welcome! Another mention by Obama was natural gas. Natural gas backed by the government is great for Westport Innovations (WPRT) and the oil service companies. Companies like Weatherford International (WFT), Schlumberger (SLB), Halliburton (HAL), and Baker Hughes (BHI). Another good one would be Chesapeake Energy (CHK).
With higher commodity prices the energy sector should be perfect for some great returns. Over the past few days Weatherford (WFT) has moved up big. Yesterday it was up over 6.0%. I continue to back this company as the stock is cheap compared to its earnings growth. Westport (WPRT) reported earnings and from the earnings transcript business is good. It was beat up yesterday and is down as I’m writing do to the announcement that they will be issuing more stock, which in turn dilutes the current shareholders value. Usually this is a negative, but I believe this is a great opportunity to buy the stock lower. Remember Congress will reintroduce the energy bill in November for passage. Getting this bill to pass will boost Westport’s earnings drastically. This stock will move up so fast even Usane Bolt would be left in the dust! Lastly, higher commodity prices will sweeten the earnings for Caterpillar (CAT) as higher prices will boost demand for their machinery. I thought CAT would hit the low $70’s in price. I don’t think that is going to happen anytime soon!
The buying action over the past week continues to surprise me! Stocks should continue higher for the remainder of the year. I’m still looking for the big pull back, but I remain optimistic. Oh yeah how about that October employment number! October was a great month as we added 151,000 jobs. First gain in 4 months. Not bad!
Have a great day!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
Now that the election is behind us a lot of investors are coming back into the market. The worries about indecision have been put to rest. Now that the House is majority Republican the checks and balances of the House and Senate is in place. Will this change anything? I don’t know, but for some people they believe this will prevent or minimize the amount of anti business bills to pass. Politics isn’t my specialty! I’m only concerned about the stock market. What the government does is out my control.
The first positive I greatly appreciated began with President Obama stating that he was receptive to talks about extending the Bush tax cuts. Reducing the amount of tax across all incomes is ideal to grow the economy. Less tax allows people to spend more money on goods and invest money back into small businesses to create jobs and allow opportunities for growth. I’m not rich and I get taken to the cleaners on paying tax. I don’t care who you are and how much money you make, when you have to pay higher taxes you’re going to get upset. Bring on the tax cuts! Tax cuts welcome! Another mention by Obama was natural gas. Natural gas backed by the government is great for Westport Innovations (WPRT) and the oil service companies. Companies like Weatherford International (WFT), Schlumberger (SLB), Halliburton (HAL), and Baker Hughes (BHI). Another good one would be Chesapeake Energy (CHK).
With higher commodity prices the energy sector should be perfect for some great returns. Over the past few days Weatherford (WFT) has moved up big. Yesterday it was up over 6.0%. I continue to back this company as the stock is cheap compared to its earnings growth. Westport (WPRT) reported earnings and from the earnings transcript business is good. It was beat up yesterday and is down as I’m writing do to the announcement that they will be issuing more stock, which in turn dilutes the current shareholders value. Usually this is a negative, but I believe this is a great opportunity to buy the stock lower. Remember Congress will reintroduce the energy bill in November for passage. Getting this bill to pass will boost Westport’s earnings drastically. This stock will move up so fast even Usane Bolt would be left in the dust! Lastly, higher commodity prices will sweeten the earnings for Caterpillar (CAT) as higher prices will boost demand for their machinery. I thought CAT would hit the low $70’s in price. I don’t think that is going to happen anytime soon!
The buying action over the past week continues to surprise me! Stocks should continue higher for the remainder of the year. I’m still looking for the big pull back, but I remain optimistic. Oh yeah how about that October employment number! October was a great month as we added 151,000 jobs. First gain in 4 months. Not bad!
Have a great day!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday
Occasional Stock Market Commentary during the week.
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Thursday, October 28, 2010
Apple and Caterpillar Results
I did my research over the past few days and this is what I came up with. First let’s start with the tech giant Apple (AAPL).
Apple (AAPL) reported record revenue and had the highest earnings in company history. They reported revenue of $20.34 Billion and net quarterly earnings of $4.31 billion. That comes out to $4.64 per diluted share. This time last year Apple made $12.21 Billion with earnings of $2.53 Billion or $2.77 a share. They earned 67.5% more a share from a year ago. $4.64 vs. $2.77. That’s works out to be $1.87 more a share. That is a phenomenal number! Apple sold 3.89 million macs, 14.1 million iPhones (Up 91% from last year), 9.05 million iPods, and 4.19 million iPads. All products were up in unit growth – the iPod which was down 11% from a year ago. International growth continues to drive sales.
The numbers are very promising for Apple in the near future. As of today Verizon is now offering the iPad in stores. I’m interested to see next quarter numbers with the addition of Verizon. The iPhone is the largest revenue driver for Apple and with the new release of the white iPhone (Different Color) in the coming months, there should be a nice spike in iPhone sales. Also, the introduction of Apple TV should add another line of revenue to the company.
The Holiday is always a great time for tech gadgets and Apple should benefit nicely from the Christmas season. Apple continues to improve the strength of their business and I don’t see this company letting up anytime soon. This is still a strong buy for me. I can’t even explain what Apple has in store next as the conference call was full of exciting up and coming business. You have to listen for yourself to understand the positive outlook for Apple’s future. Check it out!
Conference Call
http://www.apple.com/quicktime/qtv/earningsq410/
Next let’s move onto the Peoria Powerhouse! Better known as Caterpillar (CAT)
Caterpillar (CAT) had a great number as I mentioned last week. Compared to last year Caterpillar is on a roll! They earned $1.22 vs. $0.64 this is a $0.58 a share increase from 2009 3rd quarter earnings. That’s an increase of 90.6% in earnings per share. Now here is my take on the earnings. CAT is doing extremely well! The increase in sales volume, favorable pricing, and an improvement in manufacturing costs helped Caterpillar rise to the top for the 3Q 2010 earnings. Other positives include an increase in 2010 sales and revenue from a range of $39 to $42 Billion to a revised number of $41 to $42 Billion. This is slightly higher, but definitely an improvement. The 2011 outlook continues the upward trend at a projection close to $50 Billion. The potential for an $8 Billion increase in sales and revenue should attract new investors. Caterpillar continues to increase their exposure internationally, which should drive sales for 2011.
From browsing over the numbers all sales and revenue were up in all geographical regions compared to the 3rd quarter last year (2009). Much of the growth has come from the machinery side of the business. Machinery sales and revenues were up 89% in North America, 121% in Latin American, 60% in EAME, and 81% in Asia/Pacific. Over 60% of sales and revenue was generated internationally. Engine sales were up 21% from 2009, but I see the bulk of the money being made in machinery. The outlook for 2011 is promising due to the favorable growth rates of the developing countries. The standout for growth has Asia/Pacific in the lead projected to grow at 7.5%.
With increased pricing in commodities into 2011 the demand for Caterpillar’s products should strengthen. The last thing I would like to say is even in hard times Caterpillar was still able to add 6,200 Full time jobs and 9,000 agency/part-time workers in 2010. The Peoria Powerhouse makes money and creates jobs! It’s flat out beautiful to see a company make tremendous strides from a year ago. My take (CAT is a strong BUY!) The story of the Peoria Powerhouse continues on! Yeah Buddy!
P.S. Westport Innovations (WPRT) just received a big purchase order for 180 Peterbilt liquefied natural gas (LNG) trucks including Westport HD Systems. The purchasing company is Robert Transport out of Boucherville, Quebec. Looks like this natural gas thing may be catching on. Hmm! My take (WPRT goes higher!)
Have a great night. I will be back in action on Thursday!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday.
Occasional Stock Market Commentary during the week.
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Apple (AAPL) reported record revenue and had the highest earnings in company history. They reported revenue of $20.34 Billion and net quarterly earnings of $4.31 billion. That comes out to $4.64 per diluted share. This time last year Apple made $12.21 Billion with earnings of $2.53 Billion or $2.77 a share. They earned 67.5% more a share from a year ago. $4.64 vs. $2.77. That’s works out to be $1.87 more a share. That is a phenomenal number! Apple sold 3.89 million macs, 14.1 million iPhones (Up 91% from last year), 9.05 million iPods, and 4.19 million iPads. All products were up in unit growth – the iPod which was down 11% from a year ago. International growth continues to drive sales.
The numbers are very promising for Apple in the near future. As of today Verizon is now offering the iPad in stores. I’m interested to see next quarter numbers with the addition of Verizon. The iPhone is the largest revenue driver for Apple and with the new release of the white iPhone (Different Color) in the coming months, there should be a nice spike in iPhone sales. Also, the introduction of Apple TV should add another line of revenue to the company.
The Holiday is always a great time for tech gadgets and Apple should benefit nicely from the Christmas season. Apple continues to improve the strength of their business and I don’t see this company letting up anytime soon. This is still a strong buy for me. I can’t even explain what Apple has in store next as the conference call was full of exciting up and coming business. You have to listen for yourself to understand the positive outlook for Apple’s future. Check it out!
Conference Call
http://www.apple.com/quicktime/qtv/earningsq410/
Next let’s move onto the Peoria Powerhouse! Better known as Caterpillar (CAT)
Caterpillar (CAT) had a great number as I mentioned last week. Compared to last year Caterpillar is on a roll! They earned $1.22 vs. $0.64 this is a $0.58 a share increase from 2009 3rd quarter earnings. That’s an increase of 90.6% in earnings per share. Now here is my take on the earnings. CAT is doing extremely well! The increase in sales volume, favorable pricing, and an improvement in manufacturing costs helped Caterpillar rise to the top for the 3Q 2010 earnings. Other positives include an increase in 2010 sales and revenue from a range of $39 to $42 Billion to a revised number of $41 to $42 Billion. This is slightly higher, but definitely an improvement. The 2011 outlook continues the upward trend at a projection close to $50 Billion. The potential for an $8 Billion increase in sales and revenue should attract new investors. Caterpillar continues to increase their exposure internationally, which should drive sales for 2011.
From browsing over the numbers all sales and revenue were up in all geographical regions compared to the 3rd quarter last year (2009). Much of the growth has come from the machinery side of the business. Machinery sales and revenues were up 89% in North America, 121% in Latin American, 60% in EAME, and 81% in Asia/Pacific. Over 60% of sales and revenue was generated internationally. Engine sales were up 21% from 2009, but I see the bulk of the money being made in machinery. The outlook for 2011 is promising due to the favorable growth rates of the developing countries. The standout for growth has Asia/Pacific in the lead projected to grow at 7.5%.
With increased pricing in commodities into 2011 the demand for Caterpillar’s products should strengthen. The last thing I would like to say is even in hard times Caterpillar was still able to add 6,200 Full time jobs and 9,000 agency/part-time workers in 2010. The Peoria Powerhouse makes money and creates jobs! It’s flat out beautiful to see a company make tremendous strides from a year ago. My take (CAT is a strong BUY!) The story of the Peoria Powerhouse continues on! Yeah Buddy!
P.S. Westport Innovations (WPRT) just received a big purchase order for 180 Peterbilt liquefied natural gas (LNG) trucks including Westport HD Systems. The purchasing company is Robert Transport out of Boucherville, Quebec. Looks like this natural gas thing may be catching on. Hmm! My take (WPRT goes higher!)
Have a great night. I will be back in action on Thursday!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday.
Occasional Stock Market Commentary during the week.
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Sunday, October 24, 2010
Homework! It's The Only Way.
I said on Thursday I was going to research in depth on the 3rd qtr results of CAT and AAPL, however I was unable to accomplish this task. Conference calls are about 1 hour in length and my smart phone wasn’t agreeing with me. Listening to conference calls while in transit to work is the best way to go. So I will work to listen to all 3 calls over the next few days. I rely heavily on homework and will not give any advice until my research is complete.
That being said doing your own research is very important to finding great investments. Investing is hard work, but it pays off when the proper steps are taken to finding that undiscovered company. When investing in stocks the potential for huge profits is during the infancy of a company. Investing before a company is discovered by all of the big institutions is a great way to supercharge your investment portfolio. I like to have a mix of small, medium, and large companies. Large companies offer income and stability. Medium size companies offer growth with minimal income and small companies offer rapid growth (Like Westport Innovations).
Small companies have the potential to make an investor a millionaire with a small investment over time. Now that’s exciting! That is the reason behind diversification. You don’t want to have all of your money tied up in large companies. This may be a more conservative approach by investing in the well known large cap companies, but the potential for significant returns is minimal. Plus in my opinion it’s truly boring! I like change and new companies entering the market is a great recipe to fight boredom.
If investing becomes boring, you’re not as likely to pay attention to your investments. Not paying attention will lose you money. Losing money is not a part of my vocabulary. Yes I lose money just like everyone else, but I minimize my losses with proper research and cut my losses early to move onto better money making opportunities.
The message for today is homework. Everyone had to do homework throughout their school years and in order to get ahead one must continue to do homework for the rest of their lives. Homework prepares one for opportunity. The opportunity to take the money to the bank! LOL!
Also, Schlumberger (SLB) I mentioned on Thursday reported on Friday. They had a solid quarter and the stock closed up 5.38%. Looks like oil service demand is steadily rising. The future for this Industry is heating up for potential profits in the near term.
Lastly, I would like to mention that for the next couple of months I’m going to blog only on Thursdays. This will allow for more time to research and will provide quality posts that can make everyone money.
Happy Sunday!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday.
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
That being said doing your own research is very important to finding great investments. Investing is hard work, but it pays off when the proper steps are taken to finding that undiscovered company. When investing in stocks the potential for huge profits is during the infancy of a company. Investing before a company is discovered by all of the big institutions is a great way to supercharge your investment portfolio. I like to have a mix of small, medium, and large companies. Large companies offer income and stability. Medium size companies offer growth with minimal income and small companies offer rapid growth (Like Westport Innovations).
Small companies have the potential to make an investor a millionaire with a small investment over time. Now that’s exciting! That is the reason behind diversification. You don’t want to have all of your money tied up in large companies. This may be a more conservative approach by investing in the well known large cap companies, but the potential for significant returns is minimal. Plus in my opinion it’s truly boring! I like change and new companies entering the market is a great recipe to fight boredom.
If investing becomes boring, you’re not as likely to pay attention to your investments. Not paying attention will lose you money. Losing money is not a part of my vocabulary. Yes I lose money just like everyone else, but I minimize my losses with proper research and cut my losses early to move onto better money making opportunities.
The message for today is homework. Everyone had to do homework throughout their school years and in order to get ahead one must continue to do homework for the rest of their lives. Homework prepares one for opportunity. The opportunity to take the money to the bank! LOL!
Also, Schlumberger (SLB) I mentioned on Thursday reported on Friday. They had a solid quarter and the stock closed up 5.38%. Looks like oil service demand is steadily rising. The future for this Industry is heating up for potential profits in the near term.
Lastly, I would like to mention that for the next couple of months I’m going to blog only on Thursdays. This will allow for more time to research and will provide quality posts that can make everyone money.
Happy Sunday!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday.
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
Thursday, October 21, 2010
Caterpillar-The Peoria Powerhouse!
Caterpillar (CAT) was and still is the reigning champion of the farm and construction industry! Today they have proven to the world that they can deliver even in a slow economy. Caterpillar came out blazing with a phenomenal quarter beating analysts’ estimates by $0.13 or roughly 12% higher than expectations. The number was $1.22 vs. $1.09 a share. 12% seems good, but what about comparing to this time last year? Caterpillar earned $1.22 vs. $0.64. That’s a 90.6% increase in earnings. A number like that is truly amazing!
Caterpillar beat estimates, had great revenue, and raised their guidance for the remainder of 2010. What more can you ask for? All of these positives point to a higher stock price for Caterpillar. Today was a day filled with profit taking. This stock is up over 38% since the beginning of the year. That’s a huge gain and it would be reckless not to take a little something off the table. A stock like this doesn't come around very often. Although, I haven’t had an opportunity to listen to the conference call, I believe CAT is on track to make even more money in 2011. Stay away for a bit as CAT should come down in price over the next couple of days or weeks. You would be safe to buy a little stock in low 70’s. If it gets into the 60’s you shouldn’t have a problem turning a profit for 2011. I’m going to listen to the call this weekend and I will have updates if I feel it’s of any interest.
Now that CAT has taken the thunder for the day I still have a couple of my favorites to mention. Apple (AAPL) came through big time. Earnings were spectacular and everything seems to be firing on all cylinders. Of course there is going to be people saying growth will slow and iPad sales weren't as robust as expected. Give me a break! Apple destroyed earnings! You’re not going to take the wind out of this sail. Apple will charge higher. I thought the stock was going to pull back big and it hasn’t yet. Maybe it won’t and this stock will continue higher. Personally I believe it should pull back into the $280’s and then move higher. That’s my opinion and I’m sticking to it!
Lastly, I want to briefly talk about Weatherford International (WFT).
Weatherford International has been traveling down a tough road. They did beat analysts’ estimates and I continue to have great confidence in this stock. WFT has positioned themselves nicely to take advantage of any changes that may occur in Mexico. Mexico was a huge bust for them in the 3rd quarter. Mexico turned sour after a political change prevented WFT from drilling this qtr. It’s all uphill from here in Mexico. I believe improvements in this country will allow earnings to exceed expectations in the coming quarters as this was the main driver for decreased revenue. Stuff happens! Even to the best companies. It’s a real positive to see a company deliver even when the cards are stacked against them. WFT is a buy in my book.
That’s it for today. I have some homework to do over the next few days to see what really is going on with CAT and AAPL.
Don’t forget Schlumberger (SLB) the oil service giant reports tomorrow. They are the market leader and many investors look to SLB for a reliable outlook for the future of oil.
Have a great night!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday and Sunday.
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
Caterpillar beat estimates, had great revenue, and raised their guidance for the remainder of 2010. What more can you ask for? All of these positives point to a higher stock price for Caterpillar. Today was a day filled with profit taking. This stock is up over 38% since the beginning of the year. That’s a huge gain and it would be reckless not to take a little something off the table. A stock like this doesn't come around very often. Although, I haven’t had an opportunity to listen to the conference call, I believe CAT is on track to make even more money in 2011. Stay away for a bit as CAT should come down in price over the next couple of days or weeks. You would be safe to buy a little stock in low 70’s. If it gets into the 60’s you shouldn’t have a problem turning a profit for 2011. I’m going to listen to the call this weekend and I will have updates if I feel it’s of any interest.
Now that CAT has taken the thunder for the day I still have a couple of my favorites to mention. Apple (AAPL) came through big time. Earnings were spectacular and everything seems to be firing on all cylinders. Of course there is going to be people saying growth will slow and iPad sales weren't as robust as expected. Give me a break! Apple destroyed earnings! You’re not going to take the wind out of this sail. Apple will charge higher. I thought the stock was going to pull back big and it hasn’t yet. Maybe it won’t and this stock will continue higher. Personally I believe it should pull back into the $280’s and then move higher. That’s my opinion and I’m sticking to it!
Lastly, I want to briefly talk about Weatherford International (WFT).
Weatherford International has been traveling down a tough road. They did beat analysts’ estimates and I continue to have great confidence in this stock. WFT has positioned themselves nicely to take advantage of any changes that may occur in Mexico. Mexico was a huge bust for them in the 3rd quarter. Mexico turned sour after a political change prevented WFT from drilling this qtr. It’s all uphill from here in Mexico. I believe improvements in this country will allow earnings to exceed expectations in the coming quarters as this was the main driver for decreased revenue. Stuff happens! Even to the best companies. It’s a real positive to see a company deliver even when the cards are stacked against them. WFT is a buy in my book.
That’s it for today. I have some homework to do over the next few days to see what really is going on with CAT and AAPL.
Don’t forget Schlumberger (SLB) the oil service giant reports tomorrow. They are the market leader and many investors look to SLB for a reliable outlook for the future of oil.
Have a great night!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday and Sunday.
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
Sunday, October 17, 2010
Cosi up over 12% on Friday
Just thought I would throw a little FYI... Cosi the small speculative penny stock jumped up over 12% on Friday due to a major improvement in comparable restaurant sales up 5.2% compared to the 2009 3rd qtr results. Cosi also stated that company owned restaurant sales were up for the 2010 3rd qtr because of a 3.7% increase in traffic and a 2.9% increase in average check according to marketwire. (all research done through yahoo finance)
Cosi (COSI) is very speculative, but the reward of owning this company could pay off in the coming years. The last time I spoke of this company was back on Sunday July 11th. The stock closed at $0.83 Friday July 9th. From the day I recommended the stock it has moved from $0.83 to $1.03. That's roughly a 24% return over a 3 month period. Just a few days earlier than my recommendation on Wednesday July 9th the stock closed at $0.68. If you had bought the stock 2 days earlier you would have a 51.4% gain. That's huge!
Sometimes speculation pays off and in this case it's working for Cosi investors. I know some of my readers own Cosi and I want to congratulate them for a huge gain on Friday. Cosi was and still is a great speculative investment. Cosi's continuous improvement will not go unnoticed by the micro cap investors. Cosi reports their earnings on Nov 11th and I'm eager to hear what they have to say.
I see big things happening for Cosi in the future! This speculative company could eventually turn into a solid investment.
Remember next week is a big week for stocks as earnings season continues. I mentioned my favorites on Thursday and I left out Caterpillar (CAT). I must have been low on caffeine at the time! CAT reports on Thursday 10/21/10. I expect nothing less than a solid qtr. The Peoria Powerhouse is firing on all cylinders!
Have a great week!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday and Sunday.
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
Cosi (COSI) is very speculative, but the reward of owning this company could pay off in the coming years. The last time I spoke of this company was back on Sunday July 11th. The stock closed at $0.83 Friday July 9th. From the day I recommended the stock it has moved from $0.83 to $1.03. That's roughly a 24% return over a 3 month period. Just a few days earlier than my recommendation on Wednesday July 9th the stock closed at $0.68. If you had bought the stock 2 days earlier you would have a 51.4% gain. That's huge!
Sometimes speculation pays off and in this case it's working for Cosi investors. I know some of my readers own Cosi and I want to congratulate them for a huge gain on Friday. Cosi was and still is a great speculative investment. Cosi's continuous improvement will not go unnoticed by the micro cap investors. Cosi reports their earnings on Nov 11th and I'm eager to hear what they have to say.
I see big things happening for Cosi in the future! This speculative company could eventually turn into a solid investment.
Remember next week is a big week for stocks as earnings season continues. I mentioned my favorites on Thursday and I left out Caterpillar (CAT). I must have been low on caffeine at the time! CAT reports on Thursday 10/21/10. I expect nothing less than a solid qtr. The Peoria Powerhouse is firing on all cylinders!
Have a great week!
Clay-
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday and Sunday.
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
Sunday, September 26, 2010
Solid Week For The Stock Market
I will be brief today as I'm celebrating my Dad's Birthday! Happy Birthday Dad!
What more can I say? The stock market had a very solid week. Friday sealed the deal with another great trading day allowing the NASDAQ and the S&P 500 to finish up over 2% on the day, with the DJIA just shy of 1.9%. The optimism is here! Investors have become more willing to invest their hard earned dollars and this week was another sign of hope for the future of higher stock prices.
Also, I would like to mention that 2 of my Monster Status stocks continue to be working. Those 2 stocks would be Apple and Caterpillar. Just Friday they both hit their 52 week high.
Apple (AAPL) 52 week high $292.32
Cat (CAT) 52 week high $79.93
These 2 stocks are a must own in every one's portfolio. Other honorable mention is Weatherford International (WFT). This stock has moved off its 52 week low of $12.34 and its moved up to its highest closing price in 4 months of $17.26 on Friday. I still continue to believe in this stock. This stock is moving in an upward trend and should continue higher as we get closer to earnings season. If you haven't noticed I continue to focus on the same stocks. I do this because I believe they have the greatest potential for gains and if the investment outlook changes paths I will change my mind. Until then I will back all of recommendations. Soon we will be coming up on our 6 month mark for the stock prediction game. I'm telling you in advance that some of my picks I will be replacing with other stocks that have a greater potential of making money. I won't mention any names, but a couple of stocks have turned out to be dogs. I don't have time to be wasting money for myself and others. So be ready for a new and improved stock list coming in late October/Early November.
Well that's all I have for today! The stock market is looking good. Look for stocks to sell off next week and maybe a few buying opportunities will arise from a much needed sell off.
Clay-
Monster Status (definition of stocks I currently like)
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday and Sunday.
Occasional Stock Market Commentary during the week.
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What more can I say? The stock market had a very solid week. Friday sealed the deal with another great trading day allowing the NASDAQ and the S&P 500 to finish up over 2% on the day, with the DJIA just shy of 1.9%. The optimism is here! Investors have become more willing to invest their hard earned dollars and this week was another sign of hope for the future of higher stock prices.
Also, I would like to mention that 2 of my Monster Status stocks continue to be working. Those 2 stocks would be Apple and Caterpillar. Just Friday they both hit their 52 week high.
Apple (AAPL) 52 week high $292.32
Cat (CAT) 52 week high $79.93
These 2 stocks are a must own in every one's portfolio. Other honorable mention is Weatherford International (WFT). This stock has moved off its 52 week low of $12.34 and its moved up to its highest closing price in 4 months of $17.26 on Friday. I still continue to believe in this stock. This stock is moving in an upward trend and should continue higher as we get closer to earnings season. If you haven't noticed I continue to focus on the same stocks. I do this because I believe they have the greatest potential for gains and if the investment outlook changes paths I will change my mind. Until then I will back all of recommendations. Soon we will be coming up on our 6 month mark for the stock prediction game. I'm telling you in advance that some of my picks I will be replacing with other stocks that have a greater potential of making money. I won't mention any names, but a couple of stocks have turned out to be dogs. I don't have time to be wasting money for myself and others. So be ready for a new and improved stock list coming in late October/Early November.
Well that's all I have for today! The stock market is looking good. Look for stocks to sell off next week and maybe a few buying opportunities will arise from a much needed sell off.
Clay-
Monster Status (definition of stocks I currently like)
Have a Question? Send Questions to wheatleycsmk@gmail.com
New Content every Thursday and Sunday.
Occasional Stock Market Commentary during the week.
Feedback Welcome!
Interested? Please become a follower (This gives me an accurate number of readership) I would like to see this number grow! Click the follow button on the right hand side of the screen and follow the prompts. It's easy!
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