Showing posts with label Stock Blog. Show all posts
Showing posts with label Stock Blog. Show all posts

Wednesday, January 07, 2009

According to the CNBC Stock Blog, which housing stock did strategist Ivy Zelman pan on Tuesday?


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Question: According to the CNBC Stock Blog, which housing stock did strategist Ivy Zelman pan on Tuesday?

Answer: none of the above

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Three Housing Stock Picks — And 5 Pans

The promise of a stimulus package from the incoming Obama administration has raised hopes that the battered housing sector will soon be stabilized. That's encouraged investors to buy home builder stocks — but Ivy Zelman of Zelman and Associates warns that while some companies are promising, others are not.

"The homebuilders and building-product companies are trading on a hope rally right now," she told CNBC, but she played down ideas about quick stability in housing. "Unfortunately, we do not see that, and we would be selling into strength, into the rally, and selectively."

Recommendations:

Stock Picks:

"We like NVR ," she said. "We think it's the only company in this space that is an investment...as opposed to the other stocks that are more trading-oriented, and we do like a few names, like Lennar and Centex ."

Stock Pans:

Her list of homebuilding stocks to "be taken off the table" is a longer one: Pulte , KB Home , Toll Brothers , DR Horton , and Ryland .

"Those stocks have, in our opinion, shown a lot of the upside, given the optimism on the stimulus," she explained.

Disclosures:

Disclosure information for Ivy Zelman was not immediately available.l

Disclaimer

© 2009 CNBC.com
URL: http://www.cnbc.com/id/28502681/

Friday, January 02, 2009

On New Years Eve, Brent Wilsey told CNBC that which stock is in the "30% Club"?


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Question: On New Years Eve, Brent Wilsey told CNBC that which stock is in the "30% Club"?

Answer: Cisco Systems

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The 30% Club: Three Stocks With Promising Returns

Brent Wilsey has a simple guideline for the new year: He thinks investors should put their money into companies whose returns will improve at least 30 percent in 2009. Easier said than done, you say?

The president of Wilsey Asset Mangement is putting his mouth where his money is, and he says now is the time to move.

"I'd be afraid of missing it, in waiting too long," he told CNBC.

Recommendations:

He starts with Cisco Systems .

"Their sales have climbed one percent year-over-year, and debt's in check, very strong fundamentals," he said. "Estimates have come down, but you're still paying a lower price for those earnings."

He also likes NYSE Euronext .

"Keep in mind, the 52-week high in this stock was $88.62," he said. "If it climbs just halfway back to that level, you'll get over an 83 percent return on your investment."

Also on his list is the infrastructure play, Fluor .

"They do heavy construction, build roads, bridges," he explained. "This is a company with low debt; I think they'll benefit from the new administration."

Disclosures:

Disclosure information for Brent Wilsey was not immediately available.

Disclaimer
© 2008 CNBC.com

URL: http://www.cnbc.com/id/28449467/

Tuesday, July 15, 2008

In the Stock Blog post, "Five-Star Picks: Fuel and Fertilizer", which stock supposedly has "at least 50 percent upside"?


Squawk Box

In the Stock Blog post, "Five-Star Picks: Fuel and Fertilizer", which stock supposedly has "at least 50 percent upside"? Answer: Potash


Five-Star Picks: Fuel and Fertilizer
http://www.cnbc.com/id/25618411