Wednesday August 15, 2012
by Stephen Quickel's US Investment ReportStocks with sound management, solid finances, terrific products and rising earnings are still the best hope for the long haul. Here's some new recommendations in telecom, tech and energy.
Anyone who has been around the market as long as we have knows that it moves in endless cycles. The sun is always there behind the clouds, ready to shine forth when fair winds resume.
Given the market’s see-saw action, we’re favoring well-established growth sector leaders. In technology, our new picks include
EMC Corp. (
EMC) and
eBay (
EBAY), which need little introduction.
We’ve also added three telecom leaders which offer strong near- and long-term growth prospects:
Qualcomm (
QCOM) and
Skyworks Solutions (
SWKS) in mobile chips and
Neustar (
NSR) in network services. NSR is expected to report a 35% pop in earnings during the coming 12 months.
In healthcare we like
Express Scripts (ESRX), the dominant pharmacy benefits outfit which is on the rise again, and
Gilead Sciences (GILD) which has broken out to new highs and is expected to lift earnings by 17% a year.
In energy, we suggest two drilling services leaders,
Ensco PLC (
ESV) and
Oceaneering International (
OII), which sport 18.5% a year earnings growth projections and, respectively, 41% and 33% gains for the 12 months immediately ahead.
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