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  • OPEC Does Not Cut Production: What Should Investors Do Now?
    Today, 12:13 AM CVX, USO, OIL Comment!

    Summary

    • OPEC decided to not cut production, but there might be political motivations behind the move which may be temporary at best.
    • Cheap oil is likely to cause consumption to rise significantly, and fuel more global growth which will also fuel more demand.
    • Cheap oil could curtail U.S. shale oil and renewable energy investments, which could ultimately lead to another oil super spike in the future.
    • Investors should use this opportunity to buy shares in beaten down oil companies that have strong balance sheets, significant contract backlogs and international exposure.
  • Petrobras: Buy This 'Black Friday' Oil Stock Bargain While It's Still On Sale
    Yesterday, 3:59 AM PBR 9 Comments

    Summary

    • A decline in oil and negative headlines has cut Petrobras shares in half over the past few months.
    • This pullback is overdone and negative investor sentiment is creating an ideal buying opportunity for the long-term.
    • Petrobras has set goals to roughly double production by 2020 and analysts expect it to earn nearly $2 per share in 2015.
    • Petrobras shares could rally into late December and January as tax-loss selling pressure ends.
  • OPEC Meets: Why The Oil Sector Might Not Fall, Even If There Are No Production Cuts
    Wed, Nov. 26 USO 2 Comments

    Summary

    • Investors might be putting too much emphasis on the upcoming OPEC meeting.
    • Shorts might have already overplayed their hand by expecting oil to drop much further, even if OPEC fails to cut production.
    • The oil markets might have already priced in this news, meanwhile oil stocks may have already bottomed out.
    • Political factors could be behind the lack of willingness to cut production, and if so, may only be temporary.
    • Investors should focus on the longer term buying opportunity the decline in oil is now offering.
  • Willbros Group: At Just $5, This Undervalued Stock Is A Top Pick For 2015
    Wed, Nov. 26 WG 9 Comments

    Summary

    • Many oil sector stocks are very undervalued, and appear poised for solid gains into 2015.
    • Beaten-down, undervalued stocks like Willbros Group often experience strong rebounds as tax-loss selling ends.
    • Willbros Group shares have been unfairly punished by a decline in oil prices and by a relatively small restatement.
    • A new plan to sell non-core assets, which could generate over $125 million in proceeds and implement a $30 million cost savings plan, is a game changer.
    • Willbros Group has nearly $2 billion in revenues, a $1.7 billion backlog and could earn around 80 cents per share for 2015, which supports a $13 stock price.
  • Ceragon Networks: 5 Reasons Why I Keep Accumulating This Low-Priced Tech Stock
    Tue, Nov. 25 CRNT 8 Comments

    Summary

    • This beaten down tech stock appears to have significant upside potential.
    • With a cheap valuation, rising sales, and a relatively new product line that is rapidly taking market share, the risk to reward ratio may have never been better.
    • With the New Year approaching soon, this stock could rebound as tax-loss selling ends and as bargain hunters take a fresh look at undervalued stocks.
  • After A Parabolic Run, It Is Time To Sell Overbought Airline Stocks
    Wed, Nov. 19 DAL, UAL, VA 10 Comments

    Summary

    • Airline stocks have surged in recent weeks which has provided a potential opportunity to sell.
    • The airline sector has historically been very tough and challenges such as high fuel prices, contagious diseases, and terrorism are not gone forever.
    • Investor sentiment appears way too bullish now and a recent IPO (which surged), could be a major sign of excessive optimism for this sector.
  • Potential Halliburton And Baker Hughes Deal Indicates Oil Stocks Are Probably Too Cheap
    Fri, Nov. 14 HAL, BHI 12 Comments

    Summary

    • Potential Halliburton And Baker Hughes Deal Indicates Oil Stocks Are Probably Too Cheap.
    • Oil stocks are cheap and investors should be using this opportunity to add to their portfolios.
    • The drop in oil prices has not even been for a sustained period of time yet, and do not warrant such a large pullback in many oil stocks.
    • A potential deal for Halliburton to buy Baker Hughes shows that industry executives see value and buying opportunities in this sector.
  • Genworth: Opportunity Knocks
    Mon, Nov. 10 GNW 24 Comments

    Summary

    • A plunge of nearly 50% in Genworth shares creates another major buying opportunity for long-term investors.
    • The market appears to have totally reacted by lopping off about $3 billion in market value, over a charge that was around $300 million more than expected.
    • Genworth can earn its way to an improved credit rating and it is poised to benefit in the future from premium increases and policy lapses and terminations.
    • At just about 6 times earnings and trading for a fraction of book value, this stock is too cheap to ignore.
  • IBM Is Too Cheap To Ignore After Recent Earnings Pullback
    Wed, Nov. 5 IBM 16 Comments

    Summary

    • A recent earnings miss has pushed IBM shares down significantly, but the stock appears to have bottomed-out.
    • Investors can now buy IBM for less than what Warren Buffett paid.
    • IBM continues to grow and innovate, which could result in new products or licensing revenues.
    • IBM is also a solid pick for income investors thanks to an above average yield and a history of raising the payout.
  • Ceragon Networks: Excessive Pullback In Mobile Data Stock Creates A Buying Opportunity
    Tue, Nov. 4 CRNT 11 Comments

    Summary

    • Stocks that experience excessive pullbacks over a disappointing earnings report often rebound, sometimes within days.
    • Ceragon Networks has a solid balance sheet and revenues are rising.
    • As a leading provider of infrastructure for mobile phone networks, Ceragon is poised to benefit from data growth, especially as 4G networks are built globally.
    • At just over $1, this oversold stock is poised to rebound in the short term, and the longer term upside remains even more compelling.
    • Analysts see significant upside to $4 per share and expect the company to report a profit in 2015.
  • Oil Stocks: 3 Reasons To Buy Before A Late-November Spike In Oil Prices
    Mon, Nov. 3 XOM, CVX, USO 15 Comments

    Summary

    • Many investors have become excessively bearish on the oil sector.
    • Many small cap oil stocks are down 40% or more in just the past few weeks which has created bargains.
    • The recent lows in the price of oil may not be sustainable and long term investors should use this pullback as a buying opportunity.
    • In late November an OPEC meeting could result in production cuts and nuclear talks with Iran could breakdown on the 24th, both of which could cause oil to surge.
  • Fifth Street Finance: This High Yield Stock Remains Deeply Undervalued
    Thu, Oct. 30 FSC 9 Comments

    Summary

    • The business development company sector has been under pressure and this has created some bargains.
    • Business conditions remain ideal for this sector and interest rates are likely to remain low even as the Fed ends QE.
    • While some stocks in this sector have begun to rebound, many are still undervalued and trade well below net asset value.
  • Barrett Business Services: An Excessive Pullback Over Earnings Creates A Major Buying Opportunity
    Thu, Oct. 30 BBSI 20 Comments

    Summary

    • A disappointing earnings report can often create a significant pullback and a major buying opportunity for investors.
    • After a haircut of more than 50% on October 29 over what appears to be just a one-time charge, this stock is dirt-cheap.
    • This one-time charge is likely to fade from investors' minds, and bargain hunters and short covering could fuel a major rebound in the coming days.
    • Management expects revenues to grow by about 18% in the coming year, and analysts expect this $18 stock to earn about $3.62 per share in 2015.
    • This company has a solid business model, a strong balance sheet, growing revenues and a history of raising the dividend and share buybacks.
  • The Recent Pullback In AT&T Shares Is A Buying Opportunity For Income Investors
    Tue, Oct. 28 T 18 Comments

    Summary

    • Excessive fear can keep investors from using pullbacks in stocks as a buying opportunity, and yet that is often the best way to magnify returns.
    • Even though the S&P 500 Index has recouped most of its recent losses, there are still stocks that are presenting an ideal buying opportunity for investors.
    • A recent decline in AT&T shares offers the potential for capital appreciation plus a generous yield.
  • Goodyear: Cheap Valuation, Low Oil Prices, And New Technology Could Lead To 50% Upside
    Mon, Oct. 27 GT 1 Comment

    Summary

    • Goodyear shares have declined recently and this has created a solid buying opportunity.
    • With the shares now trading for about 7 times earnings, this stock is too cheap to ignore and analyst price targets suggest about 50% upside.
    • Goodyear is poised to benefit from new product technology in 2015 and from the decline in oil prices.
  • The Pullback In Oil Stocks Is Just Another 'Buy Cheap' Opportunity
    Fri, Oct. 24 MDR, SLB 11 Comments

    Summary

    • With oil prices down and lots of market volatility, many investors have lost sight of the longer-term potential this sector offers.
    • Too much is being made of short-term fluctuations in the price of oil, especially since this has not even been a sustained drop.
    • Many companies in this sector don't even have direct exposure to the price of oil and others have hedges which means profits could remain solid for quite a while.
    • Barron's is suggesting oil could touch $75 and yet still remains very bullish on many oil sector stocks.
    • Investors should realize that this pullback is just another buying opportunity as it has been for the past few years.
  • J.G. Wentworth: Why This Undervalued Stock Could Be Poised To Surge On Strong Earnings Again
    Fri, Oct. 24 JGW 1 Comment

    Summary

    • A recent pullback in small-cap stocks has created another significant buying opportunity.
    • At just $11, this stock appears deeply undervalued and the company is buying back its own shares.
    • This company is an industry leader with a solid business model, offering minimal credit risks and court approved structured settlement deals.
    • Kerrisdale Capital notes that recent merger & acquisition deals imply this stock could be worth $36 per share.
    • This company is likely poised to report another earnings beat which could cause the stock to surge about 30%, just as it did last quarter.
  • A Lot Of Potential Upside Remains In Small-Cap Stocks
    Wed, Oct. 22 BC, CNO, MDR 2 Comments

    Summary

    • While the markets have begun to rebound, many small cap stocks are still well below recent highs.
    • Small cap stocks can continue to rally into the end of the year as fund managers chase for performance.
    • Small cap stocks tend to have less exposure to the rising dollar which also makes this sector attractive.
  • 4 Reasons To Buy Stocks Now Before A Strong Year-End Rally
    Mon, Oct. 20 SPY 4 Comments

    Summary

    • The recent pullback based on fears that could begin to fade, has created new buying opportunities.
    • Lower oil prices are a major positive for the consumer and this could boost the economy.
    • A number of companies are poised to benefit from lower oil prices; at the same time many oil sector stocks have overshot to the downside and are worth buying.
    • A chase for performance and other seasonal and political factors could be setting up the stock market for a year end rally.
  • Stratasys: This High-Potential Tech Stock Could Also Be A Takeover Target
    Sat, Oct. 18 SSYS 8 Comments

    Summary

    • While the market in general might be fully or even overvalued, there are still some stocks that are worth buying, especially in the recent market pullback.
    • 3-D printing is likely to increasingly be recognized as "the next big thing" since this industry is still in its infancy.
    • Stratasys ]also might be a potential takeover target which could be another upside catalyst.
  • 5 Reasons The Oil Sector Is Due For A Big Rebound
    Editors' Pick • Thu, Oct. 16 AXAS, MDR, CVX 110 Comments

    Summary

    • A slide in the price of oil has led to what some are calling a crash in the energy sector.
    • This "crash" is overdone, especially since the price of oil has not been down for a sustained period of time.
    • A few policy moves by China or Europe or OPEC and oil prices could rebound sharply.
    • The recent talk by Saudi Arabia about being comfortable with lower oil prices could be a huge bluff for negotiation tactics in advance of the next OPEC meeting.
    • Oil stocks are extremely oversold and sifting through the wreckage and buying the "crash" in this sector could lead to big gains.
  • Cash Is King: Here Is How To Take Advantage Of The Big Sell-Off
    Wed, Oct. 15 CVX 15 Comments

    Summary

    • Cash is king now, but only if you use it to buy cheap assets for the long term.
    • A significant pullback in the market is creating a buying opportunity that many investors have been wanting.
    • A spike in the VIX Index may now be signaling that the current pullback is a buying opportunity.
    • Concerns about Ebola appear to be very overblown and other "fear factors" could subside in time as well.
  • Junk Bond CEFs Could Be Poised For A Pullback
    Mon, Oct. 13 DHY, JNK 3 Comments

    Summary

    • Junk bonds are in the midst of a pullback.
    • The market is in a period of high volatility, and less liquid investments like closed-end funds could pose higher risks at this time.
    • Investors should consider their exposure to less liquid investments, and perhaps even sell CEFs that trade at a premium to net asset value in order to reduce risks.
  • One Liberty Properties: A Pullback Creates An Ideal Buying Opportunity In This 7.1% Yielding REIT
    Fri, Oct. 10 OLP 1 Comment

    Summary

    • A pullback to strong support levels creates an ideal buying opportunity.
    • This well-diversified REIT offers a yield of more than 7% and the next dividend will be paid soon.
    • Since most of this REIT's leases are "net," rising expenses are passed onto the tenants, which reduces risks and makes this an ideal long-term holding.
  • Really Scared Money: Which Oversold Oil Stock Bargains To Buy Now
    Tue, Oct. 7 MDR, XOM, CVX 99 Comments

    Summary

    • Investors are making a huge mistake by selling oil stocks now and this is creating a major buying opportunity since oversold oil stocks could soon see sharp rebounds.
    • Investors should recognize that global oil consumption is likely to remain strong for many years to come regardless of whether oil trades at $85 or $100.
    • Oil prices were trading at $94 per barrel at the start of 2014 and now trade for just over $90, which is hardly enough to warrant 30% to 50% declines.
    • Even if oil prices were to drop, major oil companies like Chevron can increase capex spending and production to offset lower margins.
    • As long as any softening in oil prices is due to new discoveries (and not due to a global recession), the oil industry is poised for growth in the future.
  • U.S. Energy: This Oil Stock Is Too Cheap To Ignore, With Significant Buda Exposure
    Wed, Oct. 1 USEG 29 Comments

    Summary

    • A major pullback in the oil sector has created a significant buying opportunity.
    • While the whole sector has dropped significantly, oil is not down that much on a percentage basis and with OPEC needing prices near current levels, a bigger pullback is not warranted.
    • Many small cap oil stocks are now oversold and could be poised for a major rebound in the coming days and weeks.
    • U.S. Energy is a little-known oil stock that does not deserve the recent pullback, especially as it has very high potential projects in the Buda sweet spot.
  • These Income Stocks Can Be Bought Below Book Value And Pay 10%-13% Yields
    Tue, Sep. 30 FSFR, PSEC 8 Comments

    Summary

    • A recent pullback in high-yielding dividend stocks is providing investors with a solid buying opportunity.
    • The markets appear to once again be overreacting to the potential for interest rates to rise.
    • The stocks listed below offer yields of 10% or more, and now trade below net asset value, which has typically been a very ideal entry point.
  • Hedge Fund Legends Are Investing In These Below $7 Stocks
    Wed, Sep. 24 ACRX, MDR 3 Comments

    Summary

    • Low-priced stocks can be more volatile and therefore potentially give investors very significant buying opportunities.
    • Investors who remain focused on the long-term growth prospects can take advantage of buying opportunities such as the ones created in the two stocks named below.
    • Investors should consider paying particular attention to stocks that are being bought by some of the world's top performing hedge fund managers.
    • A significant pullback in the stocks named below gives investors a chance to buy cheap and potentially benefit from stock picks that two legendary hedge fund managers have selected.
  • 4 Reasons To Buy Valero
    Fri, Sep. 19 VLO 49 Comments

    Summary

    • Oil sector stocks have taken a beating in recent days and that is providing investors with a buying opportunity.
    • Valero is oversold and too cheap to ignore at current levels.
    • Valero could also be an attractive takeover target.
  • Fifth Street Floating Rate: The Pullback In This 10% Yielder Has Created A Book Value Bargain
    Thu, Sep. 18 FSFR 3 Comments

    Summary

    • Investors have overreacted to a secondary offering and this high-yield stock is now a bargain.
    • The shares now trade well below the secondary offering price of $12.91 and the estimated book value of $12.80.
    • This company is well-positioned in a rising rate environment, and insiders have been using the pullback as a buying opportunity.
  • McDermott: 2 Recent Events Make This $6 Oil Stock An Increasingly Ripe Takeover Target
    Tue, Sep. 16 MDR 21 Comments

    Summary

    • A significant pullback in oil stocks has created a major buying opportunity for investors and acquisition-hungry corporations.
    • McDermott now trades below stated tangible book value of $6.56 and way below what actual book value might be, which could be closer to $10 per share.
    • Management has confirmed that a turnaround is in place and recent data confirms improving trends in the contract backlog.
    • Analysts suggested that McDermott could be ripe as a takeover, especially if the contract backlog improves, and it has.
    • McDermott's valuation appears too cheap to ignore and with a stellar reputation in the oil industry, it could be an ideal takeover target.
  • Bargain Hunting: Oversold Oil Stocks Are Poised For A Reversal Day Rally
    Sun, Sep. 14 CVX 9 Comments

    Summary

    • Oil stocks have taken a beating in recent days and have reached oversold and even bargain-like levels.
    • Too many investors (consensus thinking) have become very negative on the oil sector which has created a buying opportunity.
    • Shorts have also piled on in recent days but that could be laying the groundwork for a "reversal day" rally in many oversold oil stocks.