Jim Regan

Cramer Changes Tune on Lockheed Martin

You guys are badgering a great investor who is 100% correct about the defense industry right now. The reason that he changed face on LMT is solely because of their shockingly bad earnings. This simply confirms that he has no insider information and isn

The Bull Case for Boeing

Notsosmart,
I would actually doubt that... as Boeing is known for putting out nothing but quality.

The testing that they put each plane through is very vigorous. For example: I remember back in the day Boeing used to test the strength of their wings by attaching cranes to each end and literally bending the metal upwards at a 65 degree angle... they wouldn't break. To see that kind of strength really makes you feel safer flying, I'd imagine the processes have gotten even more thourough at Boeing... the only problem is getting the things THROUGH all of those vigorous tests.

This is a troublesome stock in the short run, but I feel that "buy and hold" makes a comeback with this name. You'll see profits in no time.


On Jun 26 02:55 PM notsosmart wrote:

> this plane better not encounter problems once it flies.its now marked.

Smart Grid Stimulus Guidelines Coming Today?

If you want smart grid plays, check out some infrastructure plays like Quantas (PWR) or Maztec (MTZ). I'll be writing about these soon on BullishBankers.com, thanks Jake.

The Bull Case for Boeing

I feel like it might get pretty close, but settle north of $40. I will not adjust my limit price higher to lock in the trade. These things generally aren't worth chasing and I feel that they will hit $40 at least once over the course of the next week.


On Jun 26 08:07 AM Rollerball wrote:

> I bet it hit's your buy target today!
>
> www.bizjournals.com/lo...
>
>
> business.brisbanetimes...

Norfolk Southern - Why I'm Bullish

While I do like the rails, this analysis misses what is perhaps the most important point: location. There is a reason that I continue to reiterate UNP (and to a lesser extent, BNI) over names like Norfolk Southern... and that is that the Eastern region of the United States has been as slow as molasis with less of a sign of bottoming. UNP's CEO Jim Rogers has reiterated his belief that UNP's volume has troughed out... and they are much more efficient in maintaining workers for the eventual recovery (something NSC isn't handling as well). The west is the most dominant for the two number one cyclical and still-healthy deliverables: ag and coal. They deserve that premium spready (if not a heck of a lot more) over NSC for these reasons... so simply claiming that their valuation is better than the pack is not true.

Again, I think you did a very well and thourough job with this and I appreciate anyone who wants to pump the rails up as I think this is a terrific buy for the long run. However, please keep in mind what I have pointed out to you today as a potential hazard to your assumptions.

Regards,
-Jim Regan, BullishBankers.com

Are Defense and Aerospace Stocks Good Stocks to Own?

What ever happened to the best two defense contractors in the United States: Raytheon (RTN) and Lockheed Martin (LMT)?

Six Dividend Stocks That Are 'Slow Good'

What exactly is MNRO doing boosting their dividend? Clearly, they are not doing well. Increasing your yield for the sake of attracting investors is never a good idea... I would be wary of investing there.

If you want a strong yielder, this list can be improved tenfold. Try industrial names like CAT, EMR, MMM and UTX to name a few. Thanks for the article.

DryShips CEO: Dry Bulk Sector Oversold

Hate to be the cynical voice here... but obviously the CEO of DryShips says that you should buy the sector. Maybe if the CEO of Union Pacific or J.B. Hunt said that the dry ships are oversold, there would be something newsworthy. DRYS is the best of the bunch, perhaps, but you won't see much price appreciation if these names stay in question.

Raytheon Continues to Report Improved Earnings

I appreciate the stock pump, but nothing in here is very new. They released these earnings a few weeks ago, and have nothing to worry about with business jet demand or the F-22... nothing on their books pares up to this. As far as we are seeing it, the third Zumwalt DDG-1000 is set to go, and it seems like despite a pullback in missile defense in our budget, Raytheon is receiving some compelling bids.

4 Stocks for an Anticipated Industrial Recovery

I absolutely love the transports, but remember that this post is for a global recovery. If the USD weakens, these companies won't be invited to the party because most of them draw nearly 100% of their revenues from the United States.

I will write up a followup here, since I am actively watching the railroad industry... which I believe is fundamentally the strongest. However, I would wholeheartedly disagree with CSX, because they carry poor performing products in the East... look at UNP, which is in all of the right places at the right time. Thanks for your comment! That's a fantastic point to make.


On Mar 29 06:51 PM Minlita wrote:

> For anticipated recovery I chose transport stocks
> If manufacturers' profits were rising they would produce more and
> need to ship more goods to consumers.
> So health transports that ship goods to consumers are correlate to
> the health industrials.
> But the two averages should move with each other; if they diverge,
> this may be an early warning of a shift in the primary trend. <br/>So
> to the author list i like to add UPS, CSX, YRCW OSG

4 Stocks for an Anticipated Industrial Recovery

That's entirely fair, I was looking at it with a short time horizon because it is simply much easier to observe when we look over the past year or two. At any rate, investors are currently over-diversified into American stocks... and it may be approaching the time to move back into some international exposure if the dollar were to weaken. After all... that is literally the ONLY reason that some of these industrial companies are missing earnings. It is rather remarkable that these names aren't getting their fair share when it comes to equity price movements.


On Mar 29 10:24 AM prudentinvestor wrote:

> A reasonable article and selection of stocks for the longer term.
> Your recommendation of buying CAT in the low 20's sounds good if
> it gets there again, perhaps in the wake of bad earnings or a dividend
> cut, as it is now around 30.
>
> Your statement "..... As we can see, the Euro has virtually collapsed
> against the U.S. Dollar......" strikes me as odd, perhaps the product
> of a youthfully short time persepctive. When the Euro was created,
> it was designed to be equivalent to one dollar, and indeed there
> was a substantial period when a dollar bought you more than one Euro
> (briefly as much as 1.25 Euros). The Euro cannot be said to "have
> collapsed against the dollar" unless its value became substantially
> less than one dollar. What you really mean to say is " the dollar
> collapse against the Euro has been lessened".

4 Stocks for an Anticipated Industrial Recovery

That's entirely fair, I was looking at it with a short time horizon because it is simply much easier to observe when we look over the past year or two. At any rate, investors are currently over-diversified into American stocks... and it may be approaching the time to move back into some international exposure if the dollar were to weaken.

Eyeing Ralcorp Hungrily

This is a nice article, but I fear that you are missing the big picture. Namely, how the heck does a private label get away with acquiring Post, an underperformer in the past that fits as a direct opposite to everything that Ralcorp stands for.

If private label is going to outperform, their entire portfolio is now diluted 20% by Post products that according to the thesis... nobody should be buying. If, however, you want to make the argument that they are positioning for a rebound... why wouldn't you simply want to hold a more premium brand that has none of the private label on their books (i.e. Kellog, Gen Mills).

Seems like a play to be made in January of 2008 to me, and we might be over-extending ourselves to find a new reason to hold this name through a rebound. People like that status symbol that tracks along with premium brands... and may not want to opt for the big ugly private labels once they can afford better.

Your thoughts?

Wind Power: GE, China on the Rise

Great article, and I really like the fact that GE is being proactive about entering the "Ecomagination" arm of their business to buck the trend. It's going to be important for General Electric to keep ahead of the curve, in order to lock in the market on wind and other types of alternative energy.

Just a quick disclaimer, I am highly AGAINST investing in GE for anything along the lines of wind energy. Fact: GE is an industry leader in providing and developing alternative energy. Fact: GE will never trade anywhere near the alt energy trend. This is a company that is simply too big to invest in for any part of their business other than infrastructure (or capital solutions) at large. Check out this article I wrote a while back for a bit of the pro/con: seekingalpha.com/artic...

Again, great look into a new business. I don't mean to slam your thesis, just putting up a warning for anyone who might consider investing for an alt energy portfolio... there are better names to be had, and you might want to be considering an alt-energy ETF at that point.

The Bull and Bear Cases for GE

Thanks for the kind words Titus,

I am currently a sophomore at Penn State and run a company with a few of my colleagues at BullishBankers.com. If you like our stuff, we'd love for you to swing by and see our official community.

-Jim

On Mar 05 04:16 PM Titus Andronicus wrote:

> Good work Jim. GE wins long term! I think 2009 might be a little
> early. Time will tell. Just sold one of my houses and will invest
> most in GE throughout 2009.
> Please tell me thats an old high school photo of you. If not, you
> just changed my opinion of todays youth. Keep up the good work.