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Walgreen: Overreaction Creates Opportunity

Walgreen (WAG)"Walgreen (WAG) a holding on our recommended buy list, reported a 10% increase in its fiscal second-quarter profit," notes Geoffrey Seiler.

The editor of BullMarket.com explains, "Although investors hammered the stock, we think the company delivered solid sales growth. We continue to believe the best is yet to come for Walgreen, with several notable catalysts in the wings.

Continue reading Walgreen: Overreaction Creates Opportunity

Berkshire Hathaway Offers Vision and Value

Warren Buffett"For good reason, there are hundreds of investment managers who are devout Warren Buffett-style value investors," observes Ian Wyatt.

The editor of The 100K Portfolio explains, "From 1965 to 2010, under Buffett's leadership, Berkshire Hathaway (BRK.A or BRK.B) has seen it's per share book value increase at an annual rate of 20.2 percent.

"Since Warren Buffett is now 80 years young, and his partner Charlie Munger is 87, the future leadership of Berkshire is certainly a concern.

Continue reading Berkshire Hathaway Offers Vision and Value

Japan: Toyota Motor Corp. (TM)

This post is part of Japan: A Special Report for Investors.

"The Japanese market was already among the most beaten down in the world, even before the earthquake; the Nikkei 225 stock index now has has presented investors with some bargains," notes global specialist Nicholas Vardy.

The editor of The Global Bull Market Alert explains, "Our latest recommendation is based on an expected bounce in the Japanese stock market through one of its biggest and most liquid stocks, Toyota Motor Corp. (TM).

Continue reading Japan: Toyota Motor Corp. (TM)

Japan: Five Value Ideas

This post is part of Japan: A Special Report for Investors.

"It's during times of panic and uncertainty that investors are able to get the biggest advantage because other investors are running for the sidelines 'waiting for things to settle down'," says value investor Charles Mizrahi.

The editor of Hidden Values Alert suggests, "When valuing a company, you're not trying to guess what the company will do over the next few days or weeks.

"Instead, you are trying to value it based on what they will be doing over the next few years or decades.

Continue reading Japan: Five Value Ideas

Double Values: 6 Stocks That Meet Buffett and Graham Criteria

Caterpillar (CAT) logo"Benjamin Graham has been recognized for decades as the father of value investing; Warren Buffett was a student of Ben Graham at Columbia University and later worked for Mr. Graham for several years," notes J. Royden Ward.

The editor of the Cabot Benjamin Graham Value Letter explains, "We've combined Warren Buffett's and Ben Graham's investing criteria for choosing stocks and and found six high-quality companies.

"We believe that the six stocks that passed our screen each sell at sensible prices, offer reasonable appreciation potential, and provide solid dividends.

Continue reading Double Values: 6 Stocks That Meet Buffett and Graham Criteria

Japan: Opportunities from Crisis

This post is part of Japan: A Special Report for Investors.

"Although some people may think it inappropriate, our job is to make readers aware of opportunities as they occur," says Glenn Rogers.

The contributing editor to Internet Wealth Builder explains, "Invariably, every major crisis creates such opportunities although they may only be suitable for aggressive investors. This one is no different.

"The question is: where to begin? Usually the best place to start is by looking at some of the securities that were hardest hit by the big sell-off that followed the disaster.

Continue reading Japan: Opportunities from Crisis

Japan: Contrarian Buys from Autos to Housing

This post is part of Japan: A Special Report for Investors.

"The list of those hurt financially by the earthquake include the Japanese government (so don't buy Japan's government bonds), insurance companies (who will make up their losses through higher future premiums) and the unfortunate Japanese people themselves," says Martin Hutchinson.

The contributing editor to Money Morning explains, "Of course, even among listed companies, there will be some losers. Tokyo Electric Power Co. (TKECY), or TEPCO, is the unfortunate owner of the damaged Fukushima Daiichi nuclear power station.

Continue reading Japan: Contrarian Buys from Autos to Housing

Japan: Stay Bullish on Cameco (CCJ)

This post is part of Japan: A Special Report for Investors.

"Uranium and nuclear power stocks are the most directly impacted by events in Japan. In my view, this isn't the time to sell uranium plays," says Elliott Gue, who continues to recommend Cameco Corp. (CCJ), the leading uranium mining company.

The editor of The Energy Strategist explains, "Investors looking for a road map of what's likely to transpire over the next few weeks should recall the Macondo Oil spill in the Gulf of Mexico in late April 2010.

Continue reading Japan: Stay Bullish on Cameco (CCJ)

Realty Income (O) Ups Dividend for 54 Consecutive Quarters

Realty Income logo"Realty Income (O) is one of our favorite companies; they continue to grow their portfolio of properties which will ensure their dividend stream will grow for years to come," says Steve Christ.

The editor of Wealth Advisory explains, "The company recently announced its 54th consecutive quarterly increase and the 61st dividend increase since Realty Income went public in 1994.

"The company recently announced that it had signed definitive purchase agreements to acquire up to 33, single-tenant, retail, distribution, office and manufacturing properties under long-term, net-lease agreements for approximately $544 million.

Continue reading Realty Income (O) Ups Dividend for 54 Consecutive Quarters

Japan: Stora Enzo (SEOAY)

This post is part of Japan: A Special Report for Investors.

"The battered northeast of Japan -- the center of the country's pulp and paper industry -- will take years to revive. I anticipate Japan will have to import wood products and the Finnish giant Stora Enzo (SEOAY) will be one of the suppliers to Japan," asserts Vivian Lewis.

The editor of Global Investing explains, "Northern Europe is where pulp will come from, and where Japan will buy the lumber it needs to rebuild.

Continue reading Japan: Stora Enzo (SEOAY)

Three Favorite Stocks of Wealthy Investors

Apple (AAPL) logo"According to the Spectrem Group, which recently polled the country's wealthiest people, they're the most optimistic they've been in months," says Marc Lichtenfeld.

The contributing editor to Investment U explains, "Let's take a look at 3 stocks that millionaires (and aspiring ones) should pay attention to: Apple (AAPL), Bristol-Myers Squibb (BMY) and Varian Medical Systems (VAR).

"And according to Fidelity, 83% of millionaires surveyed said the financial crisis did not shake their confidence in investing. And of those who said they'll invest more money in the stock market, nearly 60% of them plan to buy technology stocks. And just under half expect to acquire pharmaceutical and healthcare stocks.

Continue reading Three Favorite Stocks of Wealthy Investors

Japan: Dow Theory's Blue Chip Portfolio Review

This post is part of Japan: A Special Report for Investors.

"Japan's tsunami has struck worldwide," says Richard Moroney, the editor of Dow Theory Forecasts, which has maintained a model portfolio of blue chip stocks for over 50 years.

Here, he reviews a number of the top buy recommendations in the newsletter's portfolios to determine the potential risk posed by the recent tragic developments in Japan.

Stocks cited as "Focus List Buys" are are those issues that the service expect to significantly outperform the market over the next 12 months.

Continue reading Japan: Dow Theory's Blue Chip Portfolio Review

Japan: Mitsubishi Corp. (MSBHY)

This post is part of Japan: A Special Report for Investors.

"Without underestimating the magnitude of the tragedy and human suffering following the earthquake in Japan, we recommend investors buy into Japan amid the current market weakness," says Yiannis Mostrous.

The Asian stock expert and editor of Global Investment Strategist explains, "The tragic earthquake in Japan has roiled markets, but the country's long-term strength remains intact. This is a good time to establish long-term positions in some of Japan's best companies, such as Mitsubishi Corp. (MSBHY).

Continue reading Japan: Mitsubishi Corp. (MSBHY)

Japan: iShares MSCI Japan Index ETF (EWJ)

This post is part of Japan: A Special Report for Investors.

"Following the earthquake in Japan, the Nikkei 225 Index lost 18% in just 3 trading days, a worse decline than even the crash of 1987; the behavior of the iShares MSCI Japan Index ETF (EWJ) looks like a selling climax has occurred," says Marvin Appel.

The editor of Systems & Forecasts explains, "After a fast decline, the market bounced on unusually heavy volume. In this particular case, EWJ opened on March 15 with a loss of 7%. However, by the close, all of this loss was recouped on exceptionally heavy volume.

Continue reading Japan: iShares MSCI Japan Index ETF (EWJ)

Japan: Kubota (KUB)

This post is part of Japan: A Special Report for Investors.

"The normal human response to a large-scale natural disaster will be to eventually look to rebuild," observes Geoffrey Seiler.

The editor of BullMarket.com explains, "Those desires create the somewhat perverse irony of a future economic boom, especially for companies and individuals tied to the construction industry, such as Kubota (KUB), which is essentially the Caterpillar of Japan.

Continue reading Japan: Kubota (KUB)

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Last updated: May 21, 2012: 01:23 AM

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