Seeking Alpha

Click on a stock ticker for more analysis:

Bullish calls:

  • Conexant Systems (CNXT): Merrill Lynch upgrade, strong market for cable modems
  • First Marblehead Corp (FMD): strong long term contracts, liked by Tom Brown from bankstocks.com
  • Goldman Sachs Group Inc (GS): should rise from 10x earnings to 15x
  • Sears Holdings Corp (SHLD): strong CEO, stock buyback
  • Commodity stocks: rise is secular rather than cyclical
  • Oil stocks: cheap, selling at single digit multiples
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