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Featured Advisors
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Tuesday January 15, 2013
by Vivian Lewis, editor Global InvestingBombardier ( BDRAF) is our top speculative growth idea for 2013. This is potentially the best stock in our portfolio, grossly undervalued because it is French Canadian, and family-controlled.
Further, the stock is ignored by most analysts, as it is hard for single-industry analysts to quantify the value of a company that combines both rail with air transport. It was called a buy by UBS Canada because of its 2nd collaboration accord with China's Commercial Aircraft Corp (COMAC) over product development on cockpit machine interfaces, electrical systems, and other technology. While no orders have been booked, the collaboration opens the way to Bombardier selling its C-series planes in China. The Swiss bank estimates as many as 350 Bombardier planes could be sold to China yearly over 20 years, a total of 7000 aircraft. Moreover, the Canada firm has already locked up 38% of the Chinese market, UBS' Hilda Maraachlian wrote. Her 12-mo target for Bombardier is $5.50 per share as it gets airborne in China. BDRAF may also get some rail contracts next year despite the current Chinese government's decision to put the brakes on fast passenger train spending in 2012. Next year a new team arrives in Beijing. Meanwhile BDRAF is signing huge monorail construction and equipment deals from Riyadh to São Paulo. Its Q3 report was mixed with sales lower (big ticket items are lumpy) down to US$4.3 billion while profits rose 9% to $192 million. In the 9-months, its net income fell 10% to $584 million or 32 cents per share. This stock is ripe for take off. And while you wait it pays a 3% dividend. Learn more about this financial newsletter at Vivian Lewis' Global Investing.Related articles
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News Flash
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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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Friday May 10, 2013
Gold: Reasons for continued caution |
by Jim Stack, editor Investech Market Analyst
In October 2011, we questioned the run-up in gold prices to $1,895 an ounce and called prices “bubblish”. We were criticized for not understanding the new paradigm. Nonetheless, the price of gold has fallen significantly, and I feel more comfortable sharing my personal perspective of what lies ahead.
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Thursday May 09, 2013
Buffett's Berkshire is still a buy |
by Geoffrey Seiler, editor BullMarket.com
Recommended List selection Berkshire Hathaway (BRK.B) reported a 51% increase in net income for the first quarter, powered by profits from its extensive insurance businesses and strong results from the railroad unit.
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