Tag Archive
Stay Away From Consumer Stocks
There is not a bull out there who hasn’t been hurt by the 16% drop in the S&P 500. Such a steep decline in less than 2 months is certainly cause for panic. I am sure I don’t need to remind you that this decline has not only impacted financials and retail, but it... »
This Earnings Season – A Time to Stay Put and Wait for Opportunities
It is one of the worst times this year to be buying some of the fast flyers. Indeed stocks like Baidu (BIDU), Intuitive Surgicals (ISRG), Google (GOOG), Apple (AAPL) are tempting as they defy the broader market and march on. But every rulebook says not to open new positions in these stocks at these... »
Jacobs Engineering Swimming in Contracts and Backlog
Jacobs Engineering seems to be the best of breed in the infrastructure play. It seems like they are awarded contracts every day. Just scanning the headlines … Tuesday Aug 21: GlaxoSmithKline, Network Rail and Magnox Electric – and a contract extension from Lockheed Martin.Tuesday Aug 14: Four contracts – one from Pfizer, one from the... »
Top 10 Stocks for Global Economic Expansion
The title says it all. Global economy is on the rise with never-before-seen demand for natural resources and their applications. Indeed bridges, roads, rails, pipes, filters, pumps and other such systems, which often make up the difference between a third world economy and the western world, are being put to use in every corner... »

