“Angie’s List, Inc. (ANGI Nasdaq) operates a customer-driven website where members can research, hire, rate, and review local professionals and services, including home remodeling, plumbing, roof repair, health care and automobile repair. The company went public in late 2011, but has only recently begun to create a considerable buzz after posting several quarters of solid revenue growth. Read More »
Big 5 Sporting Goods Corp. (BGFV Nasdaq) is a holding company. Through its subsidiaries, the company is a sporting goods retailer. The company’s products include athletic shoes, apparel and accessories, as well as outdoor and athletic equipment. [BGFV's] EPS increased from $0.49 to an estimated $0.93 over the past five quarters, indicating an improving growth rate. Analyst forecasts have recently been raised. Read More »
Riverbed Technology, Inc. (RVBD) slipped 2.0% during the month, [but] their future is bright. They have an upcoming event titled ‘Data Where You Need It; Control Where You Want It.’ At the event, the company will unveil breakthroughs in software defined data center deployments with Granite technology that extend the benefits of the data center to global branch offices. … Together, these advances enable 100% consolidation of resources to the secure data center and create new possibilities for IT, including instant provisioning of branch offices from the data center and instant restore should disaster occur. Read More »
“HomeAway (AWAY) operates the leading global Internet platform allowing users to search and book vacation rental homes and apartments directly with the owners… Today, HomeAway boasts more than 720,000 listings in 165 countries. Listings have grown by more than 37% a year over the last five years and are now hosted on 32 websites in 16 languages. Read More »
“The Internet sector has a favorable period that runs from the middle of April and lasts through the beginning of July, with historical returns of 11.5%, 6.0% and 4.5% over the last 15, 10 and five years respectively. Buy First Trust DJ Internet Index Fund (FDN) with a buy limit of $42.50. Once purchased, use a stop loss of $38.25 and an auto sell of $52.13. Top five holdings are: Google, Amazon, eBay, priceline.com and Yahoo. Google currently accounts for a little more than 10% of FDN’s total assets of nearly $1 billion. Unlike many other technology ETFs, FDN does not hold a position in Apple. As a result FDN has broken out well above its old September highs with strong momentum.”
Jeffrey A. Hirsch, Stock Trader’s Almanac, March 7, 2013
“Enerflex Ltd. (EFX, Toronto) rents and sells equipment and services for natural gas production, including compression and processing plants, refrigeration equipment and power generators. The company has a strong position in three expanding markets: U.S. and Canadian shale gas production; Australian natural gas from coal beds; and conventional Middle Eastern natural gas, which is converted to liquefied natural gas (LNG) for shipping. Read More »
“UnitedHealth Group, Inc. (UNH)—A U.S. leader in health care management, UnitedHealth provides a broad range of health care benefits and services, including health maintenance organizations (HMOs), point of service (POS) plans, preferred provider organizations (PPOs) and managed fee-for-service programs. Gains from the rising Medicare population will be offset by future rate cuts in Medicaid and Medicare during the next several years. Read More »
“We are raising our near-term rating on Nokia Corp. (NOK, NYSE) to BUY from HOLD on stronger growth prospects in mid-tier and low-end phones and signs of sustainable margin recovery at Nokia Siemens Networks (NSN). Using the forum of the Mobile World Congress in Barcelona, the mobile industry’s biggest event of the year, Nokia introduced four new phones. Read More »
“Legg Mason, Inc. (LM) is a global asset management company providing investment management and related services to institutional and individual clients, company-sponsored mutual funds and other pooled investment vehicles. It has $654 billion in assets under management as of January 31, 2013, up from $649 billion a month earlier. Read More »
“Gildan Activewear, Inc. (GIL) is executing well in the apparel space. The vertically-integrated activewear and underwear maker earned 32 cents a share in its fiscal first quarter on $421 million revenue. EPS and revenue exceeded analysts’ forecasts by 7% and 5%, respectively. Seeing continuing benefits from its Gold Toe brand acquisition and lower competition, Gildan has raised its full-year revenue forecast. Read More »
