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Featured Advisors
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Tuesday April 10, 2012
by Tom Slee, contributing editor Internet Wealth BuilderCN Railway ( CNI) remains the class act in the rail sector. The company's revenues rose 11% in 2011 to a record $9 billion and earnings of $2.2 billion, equal to $4.84 a share, were up 15.2%.
Shareholders benefited immediately when management increased the dividend by 15% to $1.50. The numbers were impressive. Even more encouraging are CN's freight volumes, which rose in all seven commodity groups. Metal and mineral revenues were particularly strong, jumping 17% while intermodal income climbed 14%. Even coal shipments were up slightly despite the warm fourth quarter. Management has kept a tight grip on costs and its industry leading operating ratio came in at a healthy 63.5% compared to 63.6% in 2010. The company is upbeat about 2012 and looks for 10% plus earnings growth. Freight rate increases of about 4% are likely. Potash shipments are expected to rise significantly. It's interesting to note that if Pershing is successful in its struggle for Canadian Pacific Railway, the incoming CEO Harrison Hunter is expected to raise freight rates. In that scenario, CN is well positioned to either increase prices or potentially grab more market share. The company continues to upgrade and replace ageing locomotives with modern, more efficient units. Two hundred new models are being added in 2012. Management is not resting on its laurels and we should see earnings of about $5.30 a share this year and close to $6 in 2013. CN Railway remains a Buy with a target of $85. Learn more about this financial newsletter at Internet Wealth Builder.Related articles:
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News Flash
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Monday May 20, 2013
Express Scripts: Obamacare buy |
by J. Royden Ward, editor Cabot Benjamin Graham Value Investor
I am attracted to healthcare stocks because the confusion surrounding “ObamaCare” has held healthcare stock prices back. I think Express Scripts (ESRX) is very likely to shine in 2013.
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Monday May 20, 2013
Hodges: High conviction funds |
by Walter Frank, editor MoneyLetter
Over the last two months, Hodges Fund (HDPMX) has made a strong run to the top echelons of our domestic stock fund rankings. And one of its siblings, Hodges Small Cap (HDPSX) has been within the top decline of the small blend category from 2009 through last year, and is in the top 20% this year.
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Friday May 17, 2013
United Natural: A play on Whole Foods |
by Mark Skousen, editor Hedge Fund Trader Alert
We’ve recommended Whole Foods Market (WFM) from time to time, and the stock has moved up sharply in the past three years, but I’d like to suggest an alternative -- one of Whole Foods’ primary suppliers, United Natural Foods (UNFI).
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Thursday May 16, 2013
Timing expert eyes India |
by Sy Harding, editor Street Smart Report
The money flow and momentum reversals in India's Bombay Index have now been enough to trigger buy signals on intermediate-term indicators. With this new buy signal, we have added a position in the iShares India 50 ETF (INDY) to our portfolio.
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Wednesday May 15, 2013
Value investor goes with Guess |
by Charles Mizrahi, editor Hidden Values Alert
Guess?, Inc. (GES) is a holding in our special situation portfolio; its strong product quality has created brand name recognition and a loyal consumer following.
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Wednesday May 15, 2013
MGAM: Bingo, lotteries, casinos |
by Jim Oberweis, Jr., editor The Oberweis Report
Multimedia Games Holding Company (MGAM) makes innovative gaming systems for Native American and commercial casino operators in North America, lottery operators, and charity and commercial bingo operators.
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Tuesday May 14, 2013
Fidelity expert: Bowers' bond bets |
by Jack Bowers, editor Fidelity Monitor & Insight
If you’ve been worried that the bond market might take a big hit, you can relax. Indeed, while bond funds may lag stock funds over the next 5-10 years, they still have a decent shot at keeping up with inflation, and they remain an excellent way to cut risk in a blended portfolio.
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Tuesday May 14, 2013
Tesla: 'Out of the ball park' |
by Timothy Lutts. editor Cabot Stock of the Month
Tesla (TSLA), our previously featured Stock of the Month and our top stock pick for 2013, knocked the ball out of the park in its latest quarter. The company exceeded analysts' expectations on all counts: cars sold, revenues, earnings, gross margins and more.
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Monday May 13, 2013
5 ways to speculate on Cuba |
by Jim Powell, editor Global Changes & Opportunities Report
With the death of Hugo Chavez in March, and Venezuela’s economic decline, the heavily subsidized oil lifeline is likely to be cut or sharply reduced. I think the resulting energy squeeze will force Cuba to allow greater foreign trade and investment.
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Monday May 13, 2013
Big gains in nanotechnology? |
by Doug Fabian, editor Making Money Alert
The nanotechnology niche focuses on very small, even microscopic, technology. Nanotech has produced technological developments in medicine (lasers), electronics (ink jet systems) and biomaterials (chemical and bio-detectors).
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