Archive for the ‘Capital Goods’ Category

Dow Chemical Company logo

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The Dow Chemical Company (DOW) a diversified manufacturer/supplier of products used primarily as raw materials in the manufacture of customer products and services worldwide. Operates on 8 Segments providing services to a range of industries, including appliance, automotive, agricultural, building and construction, chemical processing, electronics, furniture, house wares, oil and gas, packaging, paints, coatings and adhesives, personal care pharmaceutical processed foods pulp and paper textile. Its portfolio includes specialty chemical, advanced materials, agrosciences and plastics businesses deliver a range of technology-based products and solutions to customers in approximately 160 countries. Google.com/Finance Section

Dow of which over the past 52 weeks has traded at a High of $42.23, and a low of $20.61 closed on Friday at $24.76. The Dow Chemical Company Currently has a $0.25 Dividend

Currently I am Calling a PoulTrend Alert on DOW, as I believe over the coming month ahead there is large upside potential.

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As I have discussed in recent Blog Posts, the Market has Slight bull action, but is in a deep Bear Market of which I figure will continue possible threw into the New Year, or beyond. Some ETF’s I recommend to be on your Watch List this week are

 

Market Vectors Coal ETF (NYSE:KOL)

Direxion Daily Agribusiness Bear 3x Shares (NYSE:COWS)

ProShares UltraShort Russell 2000 (NYSE:SRTY)

Direxion Daily Finan. Bear 3X Shs(ETF)

Direxion Daily Emr Mkts Bear 3X Shs(ETF)

Starbucks Ueno

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Listed Below are 5 Stocks to add to your watch list the coming week, months ahead.

1. HollyFrontier Corp   – (HFC) (-5%) of which 5 days ago was trading at $37.92. As they just announced they will go ex – dividend tomorrow, many may be dumping there stocks to re buy at a low.

2. Sodastream International Limited -(SODA) (+5%) of which had a 52 week high of $79.72 is currently at $40.00 which is almost 50% off of the high. I am Long SODA, as I feel it has great potential to crank in great Return on Assets, and Equity, Plus net profit, and revenue will continue to jump long term.

3. The Blackstone Group L.P.  – (BX) (+3%) of which is trading around $7.00 off its 52 week high of $19.63 is a sound investment long term. With a 0.10 dividend, and a yield of 3.16. The potential upside, factored in with the dividend payout is solid for many investors to want to eye.

4. MGM Resorts International. – (MGM) (+2%) of which is trading $4.50 off of 52 week highs of $16.94. Even in a down economy, gamblers continue to gamble. Not to mention with the online poker thing still on major crack down, the ones of who used to gamble at home, will be heading to the Casinos, to do there betting. Long Term growth, with a possibility of someday adding a Dividend.

5. Starbucks Corporation – (SBUX) (+.085)  an investment of which I feel could be a stock for the next 10 years. As Starbucks aims for the market overseas, now we can see how big this company can actually get. With the profits, and revenues of which Starbucks generates, the only future ahead for Starbucks is continued growth, and dividend payouts.

Disclosure – I am Long all the stocks named.

GE Intelligent Platforms

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Caterpillar Inc. (CAT) currently trading at $91.00 with 52 week high at $116.55 Caterpillar is a still at a bargain. I am announcing a PoulTrend Alert today 8/31/2011. I expect Caterpillar in the coming months ahead to see new highs, and great growth quarter 3, and quarter 4. With analysis EPS being topped as well as revenue. Hmm…Maybe even a Dividend increase?? (No Questions it will happen)

General Electric. (GE) currently trading at $16.30 with 52 week high at $21.65. With Quarter 3 earnings to be released October 21st, and tomorrow being September 1st. I would not be surprised if they climb to $18.25 plus, before the quarter is out. Not to mention (GE) is managed like no other, and they are still #1. I am long (GE), and I am annoucing a PoulTrend Alert on (GE) at $16.30 8/31/2011.

 

Disclosure – Currently I do not have any positions in General Electric or Caterpillar nor plan to initiate a position in them within the next 72 Hours.

Logo for Procter & Gamble. Source of the logo.

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The Procter & Gamble Company (P&G) main focuses are in providing consumer packaged goods. P & G’s products are sold in more than 180 countries primarily through mass merchandisers, grocery stores, membership club stores, drug stores and high-frequency stores, the neighborhood stores,and developing markets. P&G currently has around 80 on the ground operations. Last reported approximately 16% of revenue comes from Wal-Mart Stores. With Procter & Gamble closing at $63.09, and at Pre-Market this morning floating around $62.66 this may be a solid morning to get some P&G and add them to your portfolio(LONG). With the emerging markets soon to be P&G next big thing there is no question that they still have area for growth and improvement. One of there biggest products of the global market is toothpaste. With an Estimated 70% of the Brazil Market, 80% of the Mexico,and huge Gains in the Asia Market as well, there is no wonder analysis believe possible growth with stay 9% the next 5 years plus. Not to mention with 16% of their revenue coming from Wal-Mart, this could easily grow to 20% plus if  Wal-Mart continues to stay the king of the retail world. Not to mention long term, they pay a solid Dividend at 0.52 a QT or $2.04 a year, and a Yield of 3.33%.

I Recommend P & G at $62.00 and under.

Ratings-Buy,HOLD HOLD HOLD

Disclosure – Currently I do not own any Procter & Gamble nor plan to initiate position within the next 72 hours.

The current two dimensional HP logo used on co...

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This week added to its 3 week tear on sell offs and marked for the S&P’s largest sell off since March 2009. With global news being the biggest concern many are worried since the worlds largest banks have slashed economic growth forecasts.

Some of the S&P’s stocks of which were hit the hardest this week included

Alcoa Inc. (AA) since August 1st, has dropped from $14.75 to $11.23. Loss of $3.54 or close to a 24%

Hewlett-Packard Co. (HPQ) since August 1st, has dropped from $34.94 to $23.60. Loss of $11.34 close to a 32%

Caterpillar Inc (CAT) since August 1st, has dropped from $100.99 to $79.97. Loss of $21.02 close to 21%

Alcoa Inc. (AA) is talked to of fallen because of economic growth forecasts. With this being said this does not look great for Alcoa Inc. (AA) with the fact that 80% of their revenue is based solely on aluminum and alumina if their is a decline in the demand for these products this could hurt them. Personally I do not think their will be a Huge loss in the demand for (AA) Aluminum. With the fact that Alcoa Inc. (AA) operates in 31 countries if a few countries lower demand some of the other countries of which they have involvement with may increase demand which would balance it back out.

Hewlett-Packard Co. (HPQ) plunged 27% of the 34% just this week. This being the worst loss or drop for (HPQ) since October 1987 and the market crash. What caused all of this, their was talk of confidence, and a shift in strategy looking forward. Personally it may be investors catching on that the Cloud may rid of the Computer. It may also be their may be concerns of (HPQ) continuing to have flat numbers.

Caterpillar Inc. (CAT) also plunged because economic fear that the demand will not be there.  The fact is (CAT) has performed almost all predictions the this past year. There EPS was phenomenal, and Revenue Sky Rocketed. The reason I think there was such a large sell of was because there may be a bit of time before they hit those numbers again. This does not mean that they cannot or they are losing Market share because they are not. If anything I think Caterpillar (CAT) is in a wonderful position right now. I would not put it past (CAT) to still beat Analysis predictions even if the economy slows down for a bit. If anything this will give them opportunity to find more ways to stay in the forefront of this sector.

The sell off may continue for sometime however do not be discouraged overtime the stock market will reemerge not to mention. August 15th Warren Buffet made these comments

“I like buying on sale,” said Buffett, Berkshire’s chief executive officer. “Last Monday, we spent more money in the stock market buying than any day this year.”

Disclosure – Currently I do not hold a position in any of the above stocks, nor do I plan to hold a position within the next 3 trading days.