Archive: Recommended Stocks & Mutual
Funds in the News
08/05/2005
--- Gen-Probe
Inc. Continues to Exceed Wall Street Expectations
On Monday, medical test maker Gen-Probe
Inc. (GPRO) exceeded Wall Street expectations by reporting
a 24% increase in product sales and a 14% rise in earnings
per share. The company also raised its full-year forecast.
For the week, GPRO's stock was up 7.2%. Since being added
to our Primary Stock Portfolio, the company's stock has risen
293.2%.
07/29/2005
--- Granite Construction's
2nd Qtr Results Exceed Wall Street's Expectations
Granite Construction's stock price rose
(+7.6%) this week, increasing the stock's overall gain to
(+111%) since being added to our High Dividend Portfolio.
This week's gain was caused by Wall Street analysts once again
underestimating the company's quarterly performance. Revenue
increased from $558.8 million a year ago to $676.7 million
for the 2nd quarter of 2005. Meanwhile, the company's backlog
of orders increased +25% compared to the 2nd quarter of 2004.
07/22/2005
--- Profits At Cavco
Industries Inc. Doubled
Profits at Cavco Industries Inc.
(CVCO) doubled according to the company's latest
quarterly results. On Wednesday, the company announced that
net income in the first quarter jumped from $0.26 per share
a year ago to $0.53 for the first quarter of fiscal year 2005.
The profits exceeded Wall Street's estimates by 26%. Cavco's
stock jumped 14.5% this week and has risen 206.7% since we
issued a buy signal for the company. Two recent buy recommendations
that are also out-performing expectations are GameStop Corp.
(GME) and Freescale Semiconductor Inc. (FSL). The stocks of
these two companies are up 69.4% and 40.3% respectively in
the time since we emailed the buy signals to subscribers four
months ago.
07/15/2005
--- Semiconductor
Company Awarded Major Contract, Stock Up 43% Since March
On Tuesday, Freescale Semiconductor
Inc. (FSL) was selected by Motorola to provide high-speed
chips for Motorola cell phones. The contract runs through
2008. Motorola is the world's second largest mobile phone
manufacturer. In addition to phone chips, Freescale provides
powertrain control solutions for 8 of the 12 winners of the
"International Engine of the Year" awards. Freescale's
stock rose 4.41% on the day of the announcement, gained 11%
this week, and has risen 43.2% since being added to this portfolio
in March of this year. Investor optimism for the company has
pushed the the stock's price up recently in anticipation of
the company's quarterly earnings release on July 19.
07/09/2005
--- Select Portfolios
Up 5% This Week, 22% In June
Aided by the strong moves of stocks such
as Gen-Probe Inc. (+11.1% this week) and Giant Industries
Inc. (+8.0%), our Primary Stock Portfolio and Double Allocation*
stocks made gains of 5.4% and 5.1% respectively this past
week. In fact all of our stock portfolios were able to out-perform
the S&P 500 this week. Year-to-date, our Double Allocation
stocks are up 47% after commissions. The 47% return assumes
gains are not reinvested, and would be higher if an investor
reinvested any gains.
Additionally, each month we run our Cornerstone
Growth Stock screen. The 3 Cornerstone stocks receiving our
highest recommendation for the month of June gained 22% in
the 30 days following their recommendation.
07/01/2005
--- Half
Way Through the Year: Portfolio Returns of 44.1%, 24.7%, &
21.5% While S&P 500 Down (-1.4%)
At the midway point of the year, our best
performing recommendations are our Double Allocation stocks*.
Year-to-date, these stock have returned 44.1%. Since inception
in September 2004, the stocks have returned 81.1%. Our second-best
performers are from our Industry/Sector Spotlight with a year-to-date
return of 24.7%. Coming in third is our Short-Term Portfolio
which has a return of 21.5% through June. In comparison, the
S&P 500 has lost ground this year (-1.4%).
06/26/2005
--- WLDA's
13.3% Gain This Week Boosts Stock's Return to 42% in Seven
Weeks.
World Air Holdings (WLDA) saw
its stock rise 13.25% this week for a total gain of 42% since
being purchased seven weeks ago. WLDA is a Double Allocation
stock*. These stocks have risen 75.1% since last September
and 38.4% year-to-date. The S&P 500 has fallen 1.7% this
year.
06/17/2005
--- Short-Term
Portfolio Gains 4.1% This Week, Boosting Return to 45.9% in
Nine Months
Behind the gains of companies like Imergent
Inc. (+16.4% this week), Giant Industries Inc. (+11.3%), and
Timken Co. (+7.9%), our Short-Term Portfolio rose 4.1% this
week, boosting the portfolio's return to 45.9% in nine months.
That's an annualized return of 64.8% and assumes gains are
not reinvested. If gains were reinvested, the portfolio's
return would be higher. Year-to-date, the portfolio's return
is 19.7% versus 0.4% for the S&P 500's.
Stocks in the Short-Term Portfolio that
receive our highest rating are called "Double Allocation"
stocks and have provided a gain of 72.8% since September 14,
2004. That's equivalent to an annualized gain of 106.2%. Year-to-date,
our "Double Allocation" stocks have gained 36.3%
versus 0.4% for the S&P 500's.
06/10/2005
--- MLB Sold
For a Gain of 56.1%
In July of 2003 we issued a buy signal for
Mitchells & Butlers PLC (MLB). Including reinvestment
of dividends, the stock has risen 56.1%. The average sell
signal for our Primary Stock Portfolio has resulted in a gain
of 85.9% with 72.5% of the trades generating a profit.
06/03/2005
--- 9% Gain
This Week By SCST Pushes Total Profit To 113.1%
SCS Transportation Inc. (SCST), a Missouri-based
trucking company, saw its stock advance 9% this week. This
pushes the stock's gain to 113.1% since we issued a buy signal
for the company in December of 2002. On May 3, the company
announced that its Board of Directors had authorized the repurchase
of up to $20 million of its common stock.
05/28/2005
--- 139% Gain
On Sale of EPAX; GME Up 46.9% In 11 Weeks
We issued a sell signal for Ambassadors
Group Inc. (EPAX) this week, resulting in a gain
of 139% versus a 12.1% move in the S&P 500. On Tuesday,
shares of GameStop Corp. (GME) rose 6.6% on news that the
company's profits jumped 54% during the first quarter, exceeding
Wall Street's expectations. GME's stock has risen 46.9% since
we issued a buy signal for the company eleven weeks ago.
05/14/2005
--- Leading
Portfolio Up 7% This Week
With inflation worries fading a bit this
week, our stock picks took off. Leading the way, as usual,
were Double
Allocation stocks like World Airways Inc. (+13.0% this
week), Imergent Inc. (+11.9%), and Reliance Steel & Aluminum
Co. (+11.1%). Since we started posting our Double Allocation
stocks last September, these volatile stocks have turned in
a gain of 69% versus 5.4% for the S&P 500. Year-to-date,
their gain is 30% versus a loss
(-1.9%) for the S&P 500.
Stock Portfolio Performances
This Week:
05/14/2005
--- Cimarex
Energy Co. About to Become Much Larger
Cimarex Energy Company, part
of our Primary Stock Portfolio, has seen its stock rise 100.9%
since we issued a buy signal for the company. Cimarex is on
the verge of expanding its empire. The company is set to merge
with Magnum Hunter Resources Inc. (MHR). On Tuesday, Magnum
reported record quarterly results, including a 29% jump in
net income. A shareholder vote on the merger has been set
for Monday, June 6th.
05/06/2005
--- Three
New Portfolios
We have added three new portfolios
to our site. One is designed to excel in bear
markets. It chooses stocks from industries that averaged
a 19.1% gain per year during the 2000-2003
bear market. Another was created for subscribers who have
requested ideas for getting started in socially
responsible investing. And the third is a stock
screen that achieved an annualized return of 41.4% over
the last three years. We developed the screen by modifying
a stock screen that had provided an 18.82% annual return over
a 43 year period. Our modifications created more stringent
requirements, particularly in the area of cash flow and relative
price strength.
04/29/2005
--- 146.6% Gain For
This Home-Builder
Yesterday's announcement that
net income jumped 159% during the latest quarter sent shares
of Cavco Industries Inc. (CVCO) up 9.3% today. The producer
of manufactured homes has seen its stock rise 146.3% after
we issued our buy signal for the home-builder. Net income
for the year increased 83% to $10,127,000 versus $5,522,000
for last year.
04/22/2005
--- To Beat
The Market, A Company Has to Beat Wall Street's Estimates
To beat the market, you must
do more than just buy profitable companies. You have to buy
companies that will perform better than Wall Street's expectations.
That's because stock prices have future expectations already
built into the stock's price. And while out-smarting Wall
Street's stock analysts may sound like a daunting task, it's
possible for the individual investor to do just that as our
long-term performance record demonstrates. This week several
of our recommended stocks reported quarterly earnings that
exceeded analyst's forecasts. Among them were Timken Co. (ticker:
TKR), MoneyGram International Inc. (MGI), Altria Group Inc.
(MO), Reliance Steel And Aluminum Co. (RS), SCS Transportation
Inc. (SCST), and OMI Corporation (OMM).
04/15/2005
--- Our Top 5
Gainers Since Date of Recommendation:
Gen-Probe Inc. (GPRO) |
+311.1% |
Altria (MO) |
+131.2% |
Ambassadors Group (EPAX) |
+116.8% |
Cavco Industries (CVCO) |
+114.2% |
Cimarex Energy (XEC) |
+104.4% |
|
S&P 500 Last 3 Years: |
3.7% |
04/08/2005
--- Arbitration
Victory Boosts GPRO 6% This Week, 316% Overall
Gen-Probe Inc. (GPRO) tentatively prevailed in court and saw
its stock price rise nearly 6% this week. The stock has risen
315.8% since we issued a buy signal for the medical company.
Gen-Probe received a tentative award in its arbitration with
Bayer HealthCare, LLC concerning the parties' collaboration
for the development and sale of nucleic acid diagnostic tests
for viral organisms. The arbitrator determined that Gen-Probe
is entitled to a co-exclusive right to distribute qualitative
TMA assays to detect the hepatitis C virus and HIV-1. Bayer
previously held the exclusive rights to market these products.
The tentative decision is subject to further proceedings related
to implementation of the decision. Gen-Probe expects the decision
to remain substantially unchanged.
04/01/2005
--- 1st Quarter 2005:
Beating the Market Again
Three months into the new year and the results are excellent.
Our Primary Stock Portfolio and all of our alternative portfolios
are out-performing the stock market this year. Leading the
way is a 45.4% year-to-date gain by the Double Allocation
stocks (the highest-recommended stocks that comprise our Short-Term
Portfolio). In comparison, the S&P has fallen (-3.3%)
in the first quarter of the year. Also performing exceptionally
well is our Industry/Sector Analysis Portfolio, which is up
16.5% in the first quarter.
A specific example of our success is Gen-Probe
Inc. (GPRO), which is part of our Primary Stock Portfolio.
The company's stock is up +265.1% since we released a buy
signal for in January of 2003.
03/19/2005
--- Kaydon
Corp. Up 6.3% On Tuesday's Upgrade
Kaydon Corporation, a custom-engineered products
manufacturer, was upgraded from "neutral" to "outperform"
by research firm Robert W. Baird on Tuesday, boosting the
company's stock 6.3%. Also making significant gains this week
was the stock of AngioDynamics. The stock of the medical device
manufacturer rose 16% this week. Kaydon Corp. and AngioDynamics
are stocks we are currently
recommending.
03/11/2005
--- Today's
Sale of FDG & IGI Results in Gains of 539% & 129%
Respectively
Fording Canadian Coal Trust (FDG) was sold today for a gain
of 539.2% while Imagistics International (IGI) was sold for
a gain of 129.4%. Past stock sales from our Primary Stock
Portfolio have resulted in an average gain of 89.2%. Two stocks
were added to the Primary Stock Portfolio to replace FDG and
IGI.
03/04/2005
--- Barron's Says
Cavco Still Cheap--Our Results: 154.5% Gain
Barron's financial weekly said that they believe Cavco Industries
Inc. (CVCO) is still "cheap" despite the fact that
the company's stock has more than doubled in the last 17 months.
The debt-free home-building company has seen its stock rise
154.5% since we issued a buy signal for the company seventeen
months ago. Barron's positive statements helped boost Cavco's
stock 11.07% this week.
02/25/2005
--- +33.2% Year-To-Date:
Successfully Targeting Hot Industries
Several of the stocks in our Short-Term
Portfolio show so much potential that we recommend allocating
twice the normal investment into each. Year-to-date, these
stocks have returned 33.2%. Since we started tracking them
on 9/14/2004, they have returned 71.2%. Such high returns
have come from successfully targeting hot stocks in hot industries.
Currently, steel-making companies have been the target. Companies
such as Posco (PKX) and United States Steel Corp. (X) have
greatly contributed to this portfolio's high returns in 2005.
In 2004, this portfolio successfully targeted oil companies.
02/18/2005
--- 6.3%
Gain This Week Pushes GPRO's Total Gain to 320.7%
The stock of Gen-Probe Inc. (GPRO) gained 6.3% this week as
they reported earnings that were 21% higher than Wall Street
had expected. Revenue and earnings for 2004 set records for
the San Diego based company. Gen-Probe expects another year
of strong product sales growth in 2005. Overall, Gen-Probe's
stock is up 320.7% since we issued a buy signal for the company.
02/11/2005
--- Two
More Recommended Stocks Report Significant Increases In Earnings
The stock of FMC Technologies Inc. was up 6.9% this week on
news that the company exceeded analyst earnings estimates
by 62.5%. Overall, FMC is up 62.1% for our Primary Stock Portfolio.
Imagistics International Inc. (IGI) also reported an increase
in quarterly profits this week. Earnings per share rose 40%,
the company raised their 2005 earnings estimate, and the stock
is now up 125.7% since we sent out our buy signal for the
company.
02/04/2005
--- 62.5%
Gain in Less Than Six Months
Our Short-Term Stock Portfolio is producing a gain
of 50.7% after commissions (equivalent to 134.3% per year)
since 8/20/2004. Furthermore, a subset of the portfolio that
we designate as "double allocation" has returned
62.5% since 8/20/2004. Over the same time
period, the S&P 500's return was only 9.5%.
01/21/2005
--- Wall
Street is Finally Noticing Our Oil/Gas Stock
This week Barron's published a feature article on Cimarex
Energy Co. (XEC), stating that the company is "awfully
cheap, " has a "pristine" balance sheet, and
employs a "super-conservative" method of booking
reserves. The stock jumped 6.5% this week, despite the S&P
500 falling 1.4%. We recommended Cimarex Energy to our subscribers
when the stock was selling for $17.21, resulting in a gain
of 128.5% so far.
01/14/2005
--- 38.5% Gain
for Short-Term Portfolio Since 8/20/2004
While the S&P 500 is showing a loss thus far in 2005,
our Short-Term Portfolio is showing a gain. The portfolio,
which has an inception date of August 20, 2004, is up 38.5%
in five months. Over the same time period, the S&P 500
is up only 7.8%. For more information about our Short-Term
Portfolio, go here.
01/08/2005
--- Gen-Probe
Receives FDA Marketing Clearance for Standalone APTIMA Test
Up 265.5% since we put the company on our buy list, Gen-Probe
(ticker GPRO) announced that the U.S. Food and Drug Administration
(FDA) has granted marketing clearance for the Company's APTIMA®
CT assay, an amplified nucleic acid test. Gen-Probe has more
than 20 years of nucleic acid detection research and product
development experience, and its products are used daily in
clinical laboratories and blood collection centers throughout
the world. Gen-Probe is headquartered in San Diego, California
and employs approximately 900 people.
01/02/2005 --- 2004
Performance
For the seventh year in a row, our flagship
portfolio, the Primary Stock Portfolio, outperformed the S&P
500. It finished up 28.1% for the year versus 8.9% for the
S&P 500.
Our 2004
Portfolio Performance:
Top Individual
Sales In 2004:
Options: Zimmer Holdings Inc. (ZMH)
|
697.0% |
Marine Products Corp. (MPX)
|
539.3% |
Options: Cimarex Energy Co. (XEC)
|
253.2% |
Zimmer Holdings Inc. (ZMH)
|
157.1% |
Rockwell Collins Inc. (COL)
|
150.2% |
Brookfield Homes Corp.
|
146.4% |
Options: Rockwell Collins Inc. (COL)
|
74.1% |
Options: Fairmont Hotels & Resorts (FHR)
|
56.8% |
Arbitron Inc. (ARB) |
54.1% |
Options: Mindspeed Technologies (MSPD)
|
51.5% |
FleetBoston Financial (FBF) |
50.5% |
First National Bankshares of Florida (FLB)
|
47.4% |
More Archived
Articles
Above are updates on some of our recommended
stocks and mutual funds. If you want to see exactly what stocks
and funds we recommend and when to buy and sell them, subscribe
today. You'll receive a complete listing of all of our recommended
stocks, mutual funds, and brokerage firms.
-Rex M. Jacobsen Sr. Editor
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