BigOlDave

Headwaters: Awaiting an Increase in Infrastructure Spending and Home Building

Headwaters (HW) is a "story stock" -- an appealing business that SHOULD be successful. But folks got on the bandwagon, the stock went up, HW bought the home-improvement segment as the stock started it's (3-year) plunge, and only "true believers" and newbies still think the "story" will ever result in an investment success.

Blame the housing slump. Blame environmentalists' ongoing fears that coal can never really be "clean". Blame the low price of oil. Blame the slump in highway construction. When housing recovers, and oil makes "clean coal" viable, when a big player (not the Feds) thinks coal-to-liquids makes economic sense, HW might be able to sell its business.

At $4 HW looks like a steal, compared to $40 in 2005-06. But can anyone tell us on what basis this company's shares will be a Ten-bagger? I wouldn't bet real money on it!

Cramer's Mad Money - Caterpillar the Infrastructure Survivor (1/29/09)

JEC a "Sell" ? I don't think so.

I don't own JEC (anymore), but do own McDermott International Inc
(MDR) .

I also don't waste time watching Cramer anymore or even check out SA's recaps. But I understand that he has a big following and is batting better than average and has made money (bought on 11/24/08 at $33.57.

Cramer needs to consistently beat the market.

Friday Outlook: Commodities, Global Markets

David,

When it comes to sticks, size isn't everything.

Dave

Wall Street Breakfast: Must-Know News

Rachael,

Would it be possible to enhance SA's stock site's symbol? Click Ariba (ARBA) and all we get is the chart. If this is too much work, why not forward to Google/Yahoo/MSNBC or another site that at least tells us what sector it is in? Maybe you could even collect some ad revenue for the click!

Dave

Icahn Boosts Stake in Amylin: Look for a Future Sale

Lon's pumping his (very expensive) stock research service. Why does SA waste our time with these posts?

Sell Altria During Market Hours

FirstCall has a “Buy” (3 Strong Buys, 5 Buys, and 2 Holds). Reuters
is Neutral, with Quality high and Growth low. S&P rates it 5 Stars
(“Strong Buy”), with a Jan. 2010 price target of $21.00.

Based on S&P’s initial fair value of $14.90, share price should be
$18.00 by March ’09.

Why would I consider dumping an investment that continues to deliver excellent results and continues to confirm analysts' assessments that I'll get annual appreciation of 25% and a yield of 7.5%.

This "Dividend Inc" post makes no sense!

Too Much Oil (and Other Fuels)

BMW:

You're spot on!

You also tend to repeat yourself on these blogs! Do you have anything new to say ... because some new thoughts from you might be worth reading.

Wednesday Outlook: Commodities, Global Markets

RE:

"Oil prices are doing their thing still but this article from Bloomberg was pretty shocking. Do you think it's right for MS and C to take government funds to buy and store crude oil offshore?"

Why not? It's a savvy move with artificially low oil prices, which everybody knows will correct bigtime. I trust the U.S. has onshore strategic petroleum reserve topped off by now.

And if places like Argentina and Russia keep delivering $60-70 oil and get paid $30 for it, that's not only good investing, it's the most successful geo-political conquest America could wage!

Love your analyses, David!

Dave

Manufacturing Still Matters to the U.S. Economy

Where U.S. labor costs are too high, they will come down. And energy is an important variable -- the cost to ship goods to No America and the cost to distribute. If the cost of oil rises back above $100 -- which I see as a high probablility -- the cost to ship will make it worthwhile to manufacture more in No America.

Wellington West Studies Eight Gold Equities, Picks Two Favorites

Strange that Barrick Gold (ABX) was left out of this analysis. On fundamentals and operations (including hedging fuel cost by buying an energy company) ABX is positioned to deliver for investors.

Bristow Group: Abounding Energy

Excellent analysis !

Lexington Realty Trust: High-Yield Opportunity, Ready for 2009

Nice recap, Dan

I own AHR. LXP has a better looking chart and, even with the reduced dividend, beats AHR -- it has suspended the common dividends (but not preferreds) to ease cash flow.

It would be good to get an analysis like this for AHR or the REIT you like best (is that LXP?).

Six Promising Post-Recession Sectors

Sean,

Agree with your sector picks. It would have been nice to have 3-5 of your favorite tickers in each sector.

Zeronimo,

You are a pumper for synergeticstocks.com. What do they pay you to troll sites and make your meaningless comments? Gotta hate you guys for wasting readers’ time!

Dave

Carriers Roundup: AT&T, Verizon, Sprint, T-Mobile

Very nice comparitive summary. Thanks. For investment, narrows my focus down to AT&T and Verizon.

U. of Wisconsin Dean's Perspective on the Economy

carey_jim,

You can say that again!