Category: Stocks

I have recomended USU in the past and it has moved up nicely. It has a considerable way to move yet, buy it on dips for accumulation for the next few years. You should double your money in 3 years on this pick.

Force #2: Crisis at Cigar Lake

Uranium prices were already climbing steadily when the nuclear power industry was rocked in October by disastrous news out of Cameco’s Cigar Lake Mine.

Cameco planned to bring Cigar Lake online in 2008, with 7 million pounds of uranium in the first year and full-scale production of 18 million pounds annually thereafter. Keep in mind, 18 million pounds is more than a tenth of last year's total global demand of 171 million pounds. That’s like the global oil market losing Saudi Arabia’s production!

In 2008, uranium demand was already expected to exceed supply by 25 million pounds. With Cigar Lake seriously delayed, that gap will be 32 million pounds. Put another way -- the shortfall in uranium is going to soar by 30% just in 2008.

Sure, Cigar Lake will be brought into production eventually. But meanwhile, demand keeps building up. Uranium consumers around the world can see this squeeze coming, so the race is on. That explains why spot uranium prices basically doubled in the course of a year, and the stocks of near-term uranium producers vaulted higher.

Cigar Lake could be a force driving uranium prices this year both UP and down.

Question asked on 02/15/2007 at 04:01 AM :: Comments to date: 0

Category: Stocks

I have been following a stock for over a year.
It is a energy alternative issue.
It is the oldest form of energy.
Coal.
Continued.

The answer to: "New Stock to Buy"

Question asked on 09/14/2006 at 04:58 AM :: Comments to date: 0

Category: Stocks

CMED is an anti-cancer biotech company. The Beijing based company offers the first non-intrusive method of fighting cancer through ultrasound waves. It seems to be working and thousands of cancer patients from around the world are heading to china for treatment.
Continued.

The answer to: "Watch China Medical (9/9/06)"

Question asked on 09/09/2006 at 06:44 AM :: Comments to date: 0

Category: Stocks

Insider buying -- one of the most reliable buy indicators you’ll ever find -- has picked up a bit in the last couple weeks.

There is a very clear relationship between insider buying and the “price” of the overall market. Namely, when stocks are cheap, the insiders load up (a la 2001 and 2002). And when the market is expensive, insiders sell more than they buy.

Today, we are in that expensive zone. More insiders are selling their stocks than buying. But there are some opportunities to be had for diligent investors.

The answer to: "Insider Buying and PEP Boys (8/31/06)"

Question asked on 08/31/2006 at 06:23 AM :: Comments to date: 0

Category: Stocks

I have run across a stock that is a pure value play.
Headwaters (HW) is a energy management company that uses its waste stream to make building products.
It is a very profitable company and has been going down because of the housing bubble has burst.

Continued

The answer to: "A new stock to look to buy! (8/28/06)"

Question asked on 08/28/2006 at 05:29 AM :: Comments to date: 0

Category: Politics and the Economy

Let's look at what Japan is doing, their auto plants in America are so efficient and produce such high-quality cars and trucks that they have begun to export from here back to Asia. Makes me wonder why General Motors is closing plants in America and laying off tens of thousands of workers here while they open eight factories in China. The next year is going to be a real test in my opinion of the Wall Street near-fanatic obsession concerning Chinese manufacturing growth. China says that they want to move into the high end of manufacturing and to develop their own advanced products. That might be possible if it were not for the major deficiency of their educational system.

Their children are taught to learn by rote and never ask questions. That helps make for an orderly communist-run State. But I just showed you how vital the ideas contributed from experienced workers at the American Airlines facility in Oklahoma have been in improving efficiency and productivity. Chinese factories do not have that edge. They substitute manpower for imagination, and as that manpower increasingly has begun demanding raises of up to 30% per year their once-great cost advantages are fading fast.

I feel I must also take note that India – also seen as a nation due to replace America as a world power – is bedeviled with problems. No one in the Wall Street controlled national media wants to talk about it, but communist radicals that have probably come over the mountains from China, by way of Nepal, have infiltrated Indian cities and villages. Perhaps half the country is now moving into the hands of democratically elected communists.

The answer to: "How safe is China and India outsourcing? (8/7/06)"

Question asked on 08/07/2006 at 03:16 AM :: Comments to date: 0

Category: Politics and the Economy

What is happening at American Airlines is being replicated in America. We are lean and mean. That makes profits and growth!

Even when American costs are brought down by efficiencies, there is still the matter of an uneven playing field. China, as you know, forced its money down 40% more than a decade ago. That let them attract companies like Wal-Mart, which I seem to recall now buys 10% of China’s exports. They have set their prices below the cost of production, in violation of agreements. What’s more, in an age of open borders and zero tariffs, they have slapped 100% tariffs on auto parts imported from America, forcing U.S. companies to make parts in China in order to build cars there. That fascinates me. A year ago the Chinese government griped about the 33% defect rate at Chinese plants making car parts, so speaking for myself I am not going to be heading to any showroom next year to see the new cars being made in China. The Chinese factory losses are being made up by funds coming in from the U.S. I am not hopeful about that flood of money to China being sopped or slowed, now that a leading Wall Street investment banker who is a passionate friend and promoter of China is the new N.S. Treasury Secretary.
(Continued)

The answer to: "What is the future for America's Manufacturing? (8/6/06)"

Question asked on 08/06/2006 at 05:02 AM :: Comments to date: 0

Category: bull

See how U.S. workers are regaining a reputation as being best-in-the-World

The Airlines seem like a good place to start looking. High labor costs and the rising cost of jet fuel has pushed several airlines into bankruptcy. Tens of thousands of jobs have been wiped out. That has made surviving workers a great deal more open towards revising their union work rules and their attitude towards work.

Listen to excerpts from this news item in The Chicago Tribune: “TULSA, OKLAHOMA. A year ago when the vice president of operations tried to run the American Airlines’ aircraft maintenance base here efficiently the union president would come in here and chew his butt. That has changed. They are working together to make the facility efficient and profitable. At a time when struggling airlines are laying off mechanics and sending planes to Central America and even further away – Jet Blue sends its aircraft to El Salvador and United Airlines sends its Boeing 737s to Beijing, China – American Airlines” experience in handling its maintenance is a definite departure. (Already some other U.S. airlines are sending their own work to the Tulsa center on a fee basis because of the high quality and low costs.) American’s CEO called for his Texas-based carrier to save hundreds of millions of dollars by working on its own planes. (continued)

The answer to: "America is coming back! (8/5/06)"

Question asked on 08/05/2006 at 05:57 AM :: Comments to date: 0

Category: Stocks

Cendant is splitting into three businesses. Cendant has a vastly overpaid CEO (Harry Silverman), whom no
one seems to like. The company also had an ugly balance sheet with a lot
of debt, though it has used a lot of that cash flow to shore up its finances
over the past year or so.

Cendant also owns some nice cash-flowing businesses with recognizable
brand names (Ramada, Days Inn, Century 21, Coldwell Banker, Avis and
Budget -- to name just some). These businesses are all mature slow- growers, but perhaps newfound independence will instill some entrepreneurial fervor into these companies. That often happens with
spinoffs. (Continued)

The answer to: "Special Stock Situations CD (7/30/06)"

Question asked on 07/30/2006 at 06:00 AM :: Comments to date: 0

Category: Stocks

The largest spinoff situation and most broadly covered is Tyco Intl., which is going to split into
three parts. Tyco is a pretty good collection of businesses -- they are diverse and hold
market-leading positions in many different industries. This is a contrarian play also and they throw off
a lot of cash. Much of that excess cash flow is plowed into share
repurchases. After buying back nearly $1 billion in shares through April,
management authorized another $2 billion.
(continued)

The answer to: "Special Stock Situations TYCO (7/27/06)"

Question asked on 07/27/2006 at 05:42 AM :: Comments to date: 0

Category: Stocks

Start to watch these stocks for buying on a reversal up on the chart pattern.
Draw a lline acroos the tops and when that is broken, buy, or buy lower if it dips back down.
Resource stocks were over bought and have started a correction phase and when that is over the next bull phase will take these stocks up.

SYMBOL STOCK RECENT PRICE

VLO Valero Energy $61.95
GG Goldcorp $26.84
GRP Grant Prideco $37.47
Continued

The answer to: "Watch list to buy. (7/26/06)"

Question asked on 07/26/2006 at 05:03 AM :: Comments to date: 0 :: TrackBacks to date: 0

Category: bull

I feel that HD is a buy because it is in an oversold state.
I would buy at 37.70 or better with a stop at 37 on a close only basis.
As the housing market declines with rising interest rates more people will be doing home improvements verses moving. This will give HD a contrarian view of the housing market. HD makes more money on the retail side verses the contractors side in margins thus the do it yourselfers will help HD profit margins at a sacrifice to the sales growth. They have a good dividend and are the top hardware sales outlet. This is a low risk trade because we are near the bottom of the trading band. Technically we are in a rising penant formation which is bullish.

Question asked on 05/31/2006 at 10:50 AM