Mark Skousen
Forecasts & Strategies
Jim Powell
Global Changes & Opportunities Report
Ian Wyatt
Top Stock Insights
J. Royden Ward
Cabot Benjamin Graham Value Letter
S&P The OutlookSix S&P Capital IQ equity analysts ranked as “Best on the Street” in seven categories in the Wall Street Journal’s annual survey of recommendation-performance scores for stock pickers in 2012.

S&P Capital IQ Equity Analyst Jim Corridore is a seven-time recipient, while Efraim Levy has won five times and Joe Agnese four times. Three-time winners include Jim Moorman and Stuart Benway. In the articles featured below, these winners discuss their current recommendations.

(Editor's note: There will be no Daily Digest on Thursday and Friday; we will return with new articles on Monday, May 27th.)


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Top stock ideas from the nation's leading advisors.
by Christopher Muir, S&P Capital IQ
Utilities


ITC (ITC) is the first independently owned and operated electricity transmission company in the U.S. As of December 31, 2012, ITC owned 15,190 circuit miles of transmission lines in Michigan, Iowa, and other states.

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by Joseph Agnese, S&P Capital IQ
Retailers: Food & Drug


CVS Caremark (CVS) operates one of the largest drug store chains and pharmacy benefit managers in the U.S. As of December 2012, the company had stores in 92 of the top-100 U.S. drug store markets and held the largest or second largest share in 74 of these markets.

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by Jim Corridore, S&P Capital IQ
Airlines


Our positive outlook for U.S. Airways (LCC) reflects improving air travel demand as well as our view that it has adequate cash to fund operations and pay debt obligations during the next 18 months. We believe industry capacity cuts in the past two years will support rising fares.

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Jim Moorman, S&P Capital IQ
Telecommunications Equipment


Qualcomm (QCOM) designs chips and writes software for wireless handsets and infrastructure. The company uses a fabless business model, employing several independent semiconductor foundries to manufacture its products.

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Jim Moorman, S&P Capital IQ
Telecommunications


Crown Castle International (CCI) owns and operates towers and transmission networks used by wireless communications and broad- casting companies. As of March 30, 2013, it owned, leased, or managed 31,576 towers and rooftop systems, including 29,836 sites in the U.S. and Puerto Rico and 1,740 sites in Australia.

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by Efraim Levy, S&P The Outlook
Autos & Auto Parts


TRW Automotive (TRW) is among the world’s largest suppliers of automotive systems and components to global vehicle manufacturers and related aftermarkets. The company is primarily a Tier-1 supplier, with approximately 86% of 2012 sales made directly to vehicle manufacturers.

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by Stuart Benway, S&P The Outlook
Heavy Machinery & Materials


Louisiana-Pacific (LPX) is one of North America’s largest producers of oriented strand board (OSB) and also manufactures wood siding and engineered wood products. It serves many of the same uses as unsanded plywood, including roof decking, sidewall sheathing, and floor underlayment, but can be produced at a significantly lower cost.

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by Kelley Wright, editor Investment Quality Trends

Kelley WrightFor the most part our cash needs are met by a paycheck, until of course you no longer have one. At that point you will need a pool of capital and a stream of income from that capital to meet your needs. This is why we invest; to build capital and income to meet or augment current and/or future cash needs.

Our preferred strategy is through buying shares of very high-quality companies with long histories of dividend payments and dividend increases.

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by Jim Powell, editor Global Changes & Opportunities Report

Jim PowellThe government’s biggest stimulus target is now the housing industry; more than any other industry in which we can invest, housing has a mandate to be successful. Without a housing rebound, the economy has little chance of becoming self-supporting again.

Besides the long term capital gains we can expect, housing also offers a good way to convert paper and electronic “wealth” into real, tangible wealth. In addition, real estate is usually a great inflation hedge.

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by John Buckingham, editor The Prudent Speculator

John BuckinghamOne of my favorite quotes from legendary Fidelity Magellan fund manager Peter Lynch is: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves.”

Meanwhile, we have added to our positions in Barrick Gold (ABX), a giant gold mining company, and Freeport-McMoRan (FCX) is the world’s largest publicly traded copper producer, and the 8th largest gold producer.

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by George Putnam, editor The Turnaround Letter

George PutnamOne of our favorite places to look for turnaround candidates is a list of the worst performers in a certain segment of the market. Because investor sentiment can change very rapidly, today’s dogs often become tomorrow’s darlings, and those who are willing to go against the crowd can reap significant profits.

Among the worst performers in the S&P 500 index since the market hit its lows last June are Apple (AAPL), F5 Networks (FFIV), J.C. Penney (JCP) and Monster Beverage (MNST).

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by Mike Cintolo, editor Cabot Top Ten Trader

Mike CintoloOur latest Top Ten list has an impressive crop of stocks with good stories and charts that have shown large recent buying power (usually on earnings).

Our favorite is Yelp (YELP), a relatively recent IPO that has a great, sustainable story, rapid sales growth and a stock that just exploded higher on earnings.

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News Flash

US Natural Gas ETF: On a roll
by Doug Fabian, editor Successful Investing

One area I think is ready for a new buy is natural gas. After experiencing a sharp decline from November through early January, natural gas prices have been on a roll.


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Split buys? HOMB and Noble Energy
by Neil Macneale, editor 2-for-1 Stock Split Newsletter

Each month, we add one stock to our model portfolio based upon those companies that have announced 2-for-1 stock splits; after a meager number of splits over the past year, we have a nice collection of six splits elect from this month.


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WisdomTree targets global bonds
by Mark Salzinger, editor The Investor's ETF Report

While most investors diversify the equity portions of their portfolio with allocations to foreign stocks, few diversify their bond holdings internationally. WisdomTree recently introduced the first ETF to invest in a truly global portfolio of corporate bonds.


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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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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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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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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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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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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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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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