1st Quarter 2012: 4 PREMIUM STOCK ALERTS

Please contact me directly (email_urbanomics@yahoo.com) to subscribe to this quarter’s premium stock alerts. Find out what I have my eye on and more importantly when I will be adding these stocks to my portfolio.

1st Quarter 2012 Premium Stock Alerts
I’ve been out digging in and hoping to find a few diamonds. One thing that was consistent about these picks this quarter is they are beaten down bunch. Some are showing a change is coming, others have dashed the hopes of many investors, and then a few look like they are just chugging along. Technology, Gold, and Healthcare appear to be the themes for this quarter.

Stock #1: **********
Details:
Sector: Technology
Industry: Networking & Communication Devices
Tip You may want to plant this technology company.

Stock #2: **********
Details:
Sector: Basic Materials
Industry: Gold
Tip 2 for 1 when it comes to this gold stock.


Stock #3: **********
Details:
Sector: Healthcare
Industry: Biotechnology
Tip This biotech company got taken out to the gun range.

Stock #4: **********
Details
Sector: Technology
Industry: Communication Equipment
Tip Is this technology company real? Ask R.R. and W.E.C

Interesting Things the Stock Market Told Me...

Some may call it beginners luck, but I like to say the stock market can teach you a number of pretty interesting things.  I hate to admit, that it makes me a 'Jack of All Trades' and I seem to know a little bit about some of the strangest subjects under the sun.  I can hold a conversation on the buzz around hydraulic fracturing (known as fracking) in the oil and gas industry or debate why the housing market may have bottomed in Phoenix or never really declined in the metro Washington DC area.  Here are some of the non-stock things I've learned from the Mr. Market:

Who to Watch / Company Watch - UPDATE

Who to Watch
My how times have changed!  In the past, young investors like myself would have wanted to follow in the footsteps of corporate raiders, mutual fund managers, and high profile investors.  One well known corporate raider is Carl Icahn, he and other corporate raiders were legendary for taking over companies or agitating boards for significant change. There was also those legendary mutual fund managers that made people in my parent's generation a lot of money by investing through their fund. Some well know names here are Peter Lynch (Fidelity), Bill Miller (Legg Mason), Bruce Berkowitz (Fairholme), and many others.  The last group of high profile investors are guys like Warren Buffet and George Soros.  Today some of the most well known money makers are in the hedge fund industry.    A small difference from the previous investors in the past, are hedge funds try to make money when markets are up or down by betting on and against the performance of stocks.  Here is a run-down of some of my favorite hedge fund managers:

• Steve Cohen, David Einhorn, John Paulson, Seth Klarman, 
• Bill Ackman, David Nierenberg, Monish Pabrai, Ray Dalio

Is Your Portfolio Up...

Dow Above 13,000 / NASDAQ 3,000
The Dow Jones Industrial Average is an index that is made of 30 stocks which are a general representation of US economy.  The index consists of companies like McDonalds, Wal-Mart, Home Depot, Bank of America, and Procter & Gamble.  The Dow being above 13K is significant because some consumers like you and me are feeling a little bit better as we watch our collective investment wallets head in the right direction.  If you are invested in the markets through a personal account, 401K, IRA or some other investment vehicle chances are they are all doing better.  To put this in perspective the last time the Dow was at this level was in May 2008.  Or this may help, when things were really bad a few years ago the Dow was at 6,547 on March 9, 2009.  That was four years ago the stock market was where it is today, so we've come along way.  I almost forgot the NASDAQ, which is an index tracking primarily technology stocks.  The NASDAQ briefly hit 3,000 a level it hadn't seen in about 12 years!!

URB Investment Tips: My take away is that this is proof as why you usually want to stay invested in the markets and to not be scared away by the big swings.  I also want to mention that this is a good time to cash in a few of your BIG winners.  In short, I've been impressed by the momentum of jobs and have enjoyed this ride up in the stock market. I will be watching closely because I think we've come along way and worked hard to get here and I think the market may take a deep breathe and pull back (i.e., decline in price) a few months from now.

Here are a few themes from my latest quarterly stock picks:

~ Beaten down stocks
~ Pharmaceutical stocks
~ Gold Miners stocks

Stay tuned, they'll be released shortly.

JOBS, Company Watch - JOE, BKS, LULU, NFLX

January 9, 2012

JOBS BY THE NUMBERS

If you weren’t paying attention, some important data was released this week.  The US Labor Department released the number of jobs that were gained/lost in the previous month.  Drum roll…companies hired 200,000 employees in December and the famous unemployment rate dropped to 8.5%.  If you aren’t familiar with the numbers this is POSITIVE in my book.  The reasons are: (1) More people have been getting jobs and this has been consistently happening since last summer, (2) The jobs are being added across small, medium, and large companies, and (3) Jobless claims (i.e., people filing unemployment claims) are falling.  In case you were following along at home, the number usually has to be over 125,000 to signify that jobs are being added. 

We want more jobs, I want more jobs, and we should expect that are federal, state, schools, and citizens will do and try everything to continue to get this number to a level that allows our country to grow and people to work consistently.  So please when we watch debates or listen to the evening news keep that in perspective that without jobs a lot of other things seem pretty trivial.

COMPANY WATCH – St. Joes Company (NYSE: JOE) / Barnes & Noble (NYSE: BKS)

St. Joes Company – This stock is a great example of trusting your instinct.  I like the prospects of taking a contrarian, or against the grain, stand on some investments.  JOE was one of those companies that I thought is a better investment than owning home builders.  My thesis is you get to own land and that has an intrinsic value that should hold its worth in economic downturns like the ones we’ve suffered.  Well to make a long story short, I believe I had the right thesis however I never expected there was going to be such a dispute as to what the true value of the land is.  David Einhorn made a compelling case as to why the value of the land St. Joes held wasn’t worth what St. Joes was claiming and the stock has fallen sharply.  WELL, finally there appears to be some upside to the stock.  I’ve noticed that some analysts have upgraded their outlook based on future growth prospects.  The development of land in the Panama City area, the recent development of an international airport, and recent cost cutting measures are signs that they might be moving in the right direction. 

Price: $14.67

                                          

Barnes and Noble – I am a sucker for stocks on the decline and Barnes and Noble is showing up on my radar. The other day is dropped roughly 20% on news that they were changing their future outlook lower.  That is never good and investors let them have it.  BKS even mentioned making changes such as spinning of their NOOK business. 

Price: $11.65 

COMPANY WATCH  - Lululemon athletica (NASDAQ: LULU)  / Netfilx (NASDAQ: NFLX)  

Lululemon – I’ve had my eye on LULU for quite some time now.  This stock has been a high flier and it you don’t know they make money by selling $100 dollar yoga pants.  Yoga, it’s all the craze for people with money and to show of that dough they buy expensive pants to get their work out on.  Well LULU had come under some pressure and the stock dropped a bit.  I am a stock hater here! And because I like things on the cheap I want LULU to fall further before I begin buying.  I may not be able to get that opportunity because LULU seems to go one direction and that’s up.

 Price: $53.44

Netflix – Quick note, I trashed it on the way down and I love a good rebound.  NFLX, at the lows of $70 is attractive to me.  It’s rebounded strongly and they recently talked about expanding further internationally.

Price: $98.18

Happy New Years

Happy New Years from URBANOMICS

I wanted to wish everyone a Happy New Years. To all the first time investors, part-time investors, or people interested in their financial well being: Welcome to the site that explains everything financial in an easy to understand format.  We have it all covered from how to check your credit for free, tax advice, and where to invest in the complex stock market. 

3rd & 4th Quarter Premium Alerts

Due to my recent travels I was very late in posting my 3rd quarter premium alerts.  So this post includes alerts for 7 new stocks.

The third and fourth quarter of 2011 produced seven stocks that Urbanomics paid subscribers will have access to review.  These stocks are consistent with sectors or value plays which I believe should outperform in the current economic environment.

3RD QUARTER STOCK ALERTS

1st Premium Pick
STOCK: ******
BASIC MATERIALS
OIL and NATURAL GAS
TIP: This stock pumps premier gas for profits.


2nd Premium Pick

STOCK: ******
TECHNOLOGY
APPLICATION SOFTWARE
TIP: This tech stock continues to innovate outside of the box.


3rd Premium Pick
STOCK: ******
FINANCIAL
REGIONAL BANKS
TIP: This stock's cash flows in waves.

4th Premium Pick
STOCK: ******
SERVICES
ENTERTAINMENT - DIVERSIFIED
TIP: This services stock may know more about you than you think.

4TH QUARTER STOCK ALERTS

1st Premium Pick

STOCK: ******
BASIC MATERIALS
GOLD
TIP: ??


2nd Premium Pick

STOCK: ******
TECHNOLOGY
TIP:  This technology stock is a Silicon Valley staple.


3rd Premium Pick
STOCK: ******
FINANCIAL
LIFE INSURANCE
TIP: ??

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