George Putnam
The Turnaround Letter
Geoffrey Seiler
Bullmarket.com
Chuck Carlson
The DRIP Investor
Nicholas Vardy
Bull Market Alert
by Mike Cintolo, editor Cabot Top Ten Trader

Mike CintoloFor our latest Editor’s Choice, we’re selecting a stock that just broke out of an eight-month base on humongous volume.

JC Penney (JCP) is far from being a growth stock, but the market seems convinced that it’s on the cusp of a powerful turnaround.

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Top stock ideas from the nation's leading advisors.
by John Buckingham, editor The Prudent Speculator

John BuckinghamI continue to like the long-term, three-to-five year prospects of undervalued stocks. In particular, we remain fond of some of our favored names that recently saw their share prices tumble after turning in disappointing fourth quarter numbers.

Here's a look at small engine maker Briggs & Stratton (BGG) and telecom firm Ericsson (ERIC).

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by Richard Moroney, editor Dow Theory Forecasts

Richard MoroneyIn addition to the better-known price/earnings ratio, we like to use price/operating cash flow and price/free cash flow to value stocks relative to their cash-generating ability.

We screened for stocks that have grown operating cash flow and also look cheap relative to both operating cash flow and free cash flow. Three free cash flow favorites are Agilent Technologies (A), Google (GOOG) and Oracle (ORCL).

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by Paul Goodwin, editor Cabot China & Emerging Markets Report

Paul GoodwinAnd although U.S. mortgage bankers are now loaning money about as freely as Ebenezer Scrooge, emerging markets are considerably more supportive of homebuilders.

So what makes Homex (HXM), a Mexican homebuilding company, look good enough to buy? There are three big reasons.

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by Elliott Gue, editor Personal Finance

Elliott GueIn the current environment, we recommend high-quality, low-volatility stocks whose underlying businesses can grow earnings even if global economic growth decelerates.

Two such large cap stocks that stand to benefit from below-market volatility and meaningful dividend growth potential are healthcare plays Johnson & Johnson (JNJ) and Pfizer (PFE).

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by Nicholas Vardy, editor Bull Market Alert

Nicholas VardyOur latest featured stock, Melco Crown Entertainment Limited (MPEL), is a play on “Asia's Las Vegas”.

Melco is an operator of casino gaming and entertainment resort facilities focused on the fast-growing Macau market -- the only Chinese city in which casinos are legal. Macau became the world’s biggest gambling hub in 2006, overtaking the Las Vegas strip in terms of revenues that year.

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by John Reese, editor Validea

John ReeseWe select stocks based on a variety of screens that are each based on the investment strategy of long-standing "legendary" investors.

Forest Labs (FRX) scores a 100% rating in our Value Investor screen that is based on Benjamin Graham.

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by Paul Tracy, editor High-Yield International

Paul TracyAllianceBernstein Global High Income Fund (AWF) is a closed-end fund that invests primarily in high-yield corporate bonds and, to a lesser extent, emerging market sovereign debt.

High-yield debt consists of bonds issued by companies or governments that are rated below investment grade by the major credit ratings agencies such as Standard & Poor's and Moody's.

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by Lou Gagliardi, editor Cabot Global Energy Investor

Lou GagliardiMy latest featured stock pick is Baytex (BTE), a leading Canadian heavy-oil producer with an exceptional dividend to provide downside share support in a rocky market.  

Geopolitical tensions, i.e. Iran, continue to rear its ugly head and reinforce our bullish outlook for crude prices and the energy sector.

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by Geoffrey Seiler, editor BullMarket.com

Geoffrey SeilerApple (AAPL) has returned to its winning ways, reporting that it had more than doubled its profit and totally blowing away sales expectations for the iPhone, iPad, and Mac line of computers.

Revenue surged by 73% year over year. It was an absolute monster quarter. The results easily outdistanced the already heady expectations for holiday sales.

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by Jim Stack, editor Investech Market Analyst

Jim StackWhat lies ahead in 2012? That’s the big question, and the fact that we’re approaching a Presidential Election likely improves the chances that this will be a good year for the stock market.

Historically, there has been a clear visible link between the Presidential Election Cycle and Wall Street. Below, we look at the correlation between cycles in the stock market and the 4-year election cycle.

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by George Putnam, editor The Turnaround Letter

George PutnamFounded in 1886 by three brothers to produce first aid kits, Johnson & Johnson (JNJ) has grown into one of the largest healthcare products companies in the world, with one of the strongest balance sheets in American industry.

So how can we feature this as a turnaround stock? Because the stock price has gone essentially nowhere for about ten years. The stock traded at 65 in 2002 and it trades around 65 today.

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by Mark Salzinger, editor The Investor's ETF Report

Mark SalzingerEnergy prices should find support from continued economic growth in 2012 and could spike higher if investors become even more skeptical of political stability in the Middle East.

Looking out a few years, other trends argue for higher stock prices in the U.S. For example, energy discovery and exploitation of petroleum and natural gas reserves in the U.S. is booming. Meanwhile, our favorite sector ETF for 2012 is SPDR Select Energy (XLE).

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News Flash

Goldcorp: 'My favorite major'
by Curtis Hesler, editor Professional Timing Service

The secular bull in gold and the commodity sector is not over. However, it is not at the ground floor any longer either; as such, stock selection must be more carefully considered.


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Money manager's small cap buys
by Jim Oberweis Jr., editor The Oberweis Report

Small-cap growth stock valuations are cheap, and like most things in life, economies are cyclical, even if this is a long and painful one. For the rare, brave contrarian with a reasonably long time horizon, that spells opportunity.


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Opportunities in homebuilding?
by Bernie Schaeffer, editor Schaeffer's Investment Research

Based on our "expectational analysis" strategy -- which  combines fundamental, sentiment and technical metrics -- I initiated long positions in two homebuilding stocks: Lennar Corporation (LEN) and Toll Brothers (TOL).


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Cliffs Natural: A DRIP favorite
by Vita Nelson, editor MoneyPaper

Our latest featured dividend reinvestment stock is Cliffs Natural Resources (CLF). Founded in 1847, the former Cleveland-Cliffs is the largest producer of iron ore pellets in North America.


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S&P's trio of info tech ETFS
by Dylan Cathers, S&P Capital IQ Equity Analyst, S&P The Outlook

Information technology is one of four sectors that S&P Capital IQ’s Sector Strategy Group currently recommends investors overweight in their portfolios.


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Crescent Point: Bakken bet
by Brian Hicks, editor Wealth Advisory

Master Limited Partnerships (MLPs) are unique investments that combine the tax benefits of a limited partnership (LP) with the liquidity of common stock.


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Natural gas: A bottom?
by Jason Cimpl, editor Daily Profit

Natural gas has collapsed for the past four years and has been on a gradual decline for almost a decade. Prices topped near $16 in 2005 and then declined to $2. So did natural gas just bottom?


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FBR Focus bests 99% of peers
by Walter Frank, editor MoneyLetter

Funds that invest in a relatively few stocks or sectors are less diversified than broadly invested funds and their volatility can be much higher. But the team at FBR Focus (FBRVX) seems to be getting it right.


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Celgene: Catalysts ahead
by John McCamant, editor Medical Technology Stock Letter

Celgene (CELG) recently kicked off the 2012 JP Morgan Healthcare conference by pre-announcing 4Q11 results and providing 2012 guidance.


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Water, water
by Richard Band, editor Profitable Investing

In the current environment, investors should focus any new stock purchases on companies with recession-resistant franchises and generous dividends -- such as water utilities.


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