pennystocks2008

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Thu Feb 7th 03:27 AM | Rating: 0 0
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Hedge the Recession with Staples and Sin Stocks

Three objections:

1. Tobacco: You can't assume that the tobacco companies will continue to grow their earnings like they did in the past. Regulatory issues used to play a minor role then. That has changed dramatically, with banning of public smoking in a lot of Western countries. Growth is only possible in emerging countries with much less affluent customers.

Insurance: Oh yes, AIG (should you opt for the largest insurance company) makes a great hedge against recession these days (down 40 % since last summer and still falling).

Go global: Invest in European stocks and this will only get you so far. For you are investing in a very strong euro. But what happens if the euro weakens against the dollar (which it eventually will)? Then the stock price has to increase more quickly than the value of the euro deteriorates. Doesn't sound like a safe hedge for a portfolio to me.
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Thu Feb 7th 03:00 AM | Rating: 0 0
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How Donahoe Broke eBay

How, then, do you explain that eBay earned $ 1.19 a share for Q4, well above expectations, with strong growth from PayPal, StubHub, Skype and advertising? Maybe things aren't really that bad.
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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

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Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
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