FeedPosted Feb 8th 2010 6:30PM by Joseph Lazzaro (RSS feed)
Filed under: Avon Products (AVP), Stocks to Buy
Avon Products (AVP), which I first wrote about on May 6, 2009, at a price of $23.12, has pulled-back with the market's retreat, but I still like the company and the stock. Here's why:
Avon remains the world leader in direct-marketed cosmetics, toiletries, fashion jewelry, and fragrances, with ample growth opportunities in Latin America, China, and Central/Eastern Europe.
Continue reading Avon Products: An Overcorrection Creates an Opportunity
Posted Feb 8th 2010 3:00PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy, Northeast Utilities (NU)

It goes without saying that one sector I've liked for years has been the electric power generation sector, and within this category Northeast Utilities (
NU), which I first wrote about
on May 6, 2009 at a price of $21.48, is a standout.
Investors should not expect mega revenue growth or gargantuan customer gains with NU, just predictable, steady earnings growth, evenly split between the company's generating/distribution business and its transmission operation. Further, look for the company's transmission sector to play an increasing role in revenue growth, moving forward. NU serves about 1.9 million customers, primarily in Connecticut, but also in New Hampshire and Massachusetts.
Continue reading Northeast Utilities: Adequate Growth, Decent Dividend
Posted Feb 8th 2010 1:10PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy

I have long argued that the electric power generation sector offers investment opportunities, and within that category I've liked American Electric Power (
AEP), which I first wrote about
on May 4, 2009, at a price of $25.38.
AEP, with 5 million retails customers (mostly in Ohio, Virginia, Indiana, and Oklahoma), should continue to shine as a low-cost power provider. True, increased energy efficiency across the U.S. economy will be a trend for the next decade and beyond, but relatively low-cost electric power does not go out of style.
Continue reading American Electric Power: Low-Profile Utility Gem
Posted Feb 7th 2010 11:00AM by Louis Navellier (RSS feed)
Filed under: Viacom (VIA), Stocks to Buy
The summer movie season is only a few months away, and Viacom (VIA) has some big blockbusters in the works. The studio will use a number of ads during the Super Bowl to promote May's Iron Man 2 and July's The Last Airbender. There also will be a plug for a February flick with Leonardo DiCaprio called Shutter Island.
The runaway success of recent release Avatar proves that Americans are still spending strongly on movies. Viacom saw tremendous success with the original Iron Man release with Robert Downey Jr., and I expect another big payday at the box office.
Continue reading Super Bowl Stock #5: Viacom (VIA)
Posted Feb 7th 2010 9:00AM by Louis Navellier (RSS feed)
Filed under: Unilever ADR (UL), Stocks to Buy
Consumer products giant Unilever (UL) saw big business even during the worst of the recession thanks to its recognizable brands like Ben & Jerry's, Vaseline and Cutex. This loyal customer base has provided a great backbone for the company's sales and profits, and kept this stock attractive among investors.
Now that consumer spending appears to be on the mend, Unilever is looking to take its business to the next level with a new line of men's products -- including Dove moisturizers and bath items.
Continue reading Super Bowl Stock #4: Unilever (UL)
Posted Feb 6th 2010 3:00PM by Louis Navellier (RSS feed)
Filed under: Stocks to Buy
Dr Pepper-Snapple (DPS) will put its flagship soda brand before Super Bowl audiences for the first time this year with its Dr Pepper Cherry commercial. Spokesman Gene Simmons will offer up his tagline, "Trust me, I'm a doctor," with the rest of his KISS bandmates in the company's spot.
Dr Pepper has made a habit out of beating Wall Street expectations, with an average earnings surprise of 17% across the past four quarters.
Continue reading Super Bowl Stock #3: Dr Pepper-Snapple (DPS)
Posted Feb 6th 2010 1:00PM by Louis Navellier (RSS feed)
Filed under: Gannett Co (GCI), Stocks to Buy
Newspaper giant Gannett (GCI) owns a controlling influence in CareerBuilder.com. This online job-seeking portal is sure to see big revenue in the coming months as the employment picture brightens up and most human resource departments post their open positions.
A recent Wall Street Journal survey of 56 economists concluded that 1.4 million new jobs will be created in 2010. That means big things for CareerBuilder.com.
Continue reading Super Bowl Stock #2: Gannett (GCI)
Posted Feb 6th 2010 11:00AM by Louis Navellier (RSS feed)
Filed under: Coca-Cola (KO), Stocks to Buy
According to ad industry buzz, Coca-Cola (KO) has landed two Super Bowl spots that will star characters from the Simpsons, including Kwik-E-Mart clerk Apu cheering up the miser Mr. Burns with a Coke.
Coca-Cola is already a household name, but the company is looking to push sales to the next level. I think KO can do it.
The company has met or exceeded expectations for each of the last four earnings reports and should post another strong showing in February that will send shares up nicely.
Continue reading Super Bowl Stock #1: Coca-Cola (KO)
Posted Feb 5th 2010 3:40PM by Joseph Lazzaro (RSS feed)
Filed under: American Express (AXP), Stocks to Buy

You won't find too many fans of the credit card/revolving debt sector, but American Express (
AXP), which I first wrote about
on April 27, 2009 at a price of $27.28, in my interpretation, still has considerable appeal. Here's why:
I expect credit card charge-offs to continue to stabilize in the quarters ahead, with a reduction in delinquencies, improving cash flow for AXP. That will help build capital for future expansion/new business projects. A better pace of small business/medium business expansion adds to the positive story, and AXP still has ample room to increase use of its business cards in the emerging markets of Asia and Latin America.
Continue reading American Express: Well-Positioned for the Upturn in Business Start-ups
Posted Feb 5th 2010 1:00PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy
Readers of this space know that like Warren Buffett, I like the rails, and Canadian Pacific Railway (CP), which I first wrote about on May 1, 2009, at a price of $37.47, still looks attractive. Here's why.
I expect the global upturn, albeit with fits-and-starts, in commodity shipments (potash, coal) to continue, and look for the pace to quicken in 2010. Industrial car loadings also should register an impressive improvement this year. Meanwhile, increases in CP's railroad efficiency add to the positive story.
Continue reading Canadian Pacific Is Attractively Priced
Posted Feb 3rd 2010 5:30PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy
I've liked the railroad sector for a while, and CSX Corp. (CSX), which I first wrote about on May 1, 2009, at a price of $30.56, looks likely to continue to move higher. Here's why:
CSX's volumes should increase and overall prices for transport services should firm, albeit with some softness in selected price categories, as the U.S./global economic recoveries gain momentum in 2010. Basic materials transport, including coal and scrap, should also experience healthy business gains in 2010, and the company's increased efficiency adds to the positive story.
Continue reading CSX Corp. Railroad Rolls On
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