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Archive for February, 2008

The industrials sector of the stock market is where I am most involved nowadays. While the big names like General Electric (NYSE: GE) and Caterpillar (NYSE: CAT) may not jump out at you as big gainers, plenty of these rock-solid companies have been hit unfairly, and I see value. As an added bonus, industrials companies often act as a hedge to thriving markets like agriculture. We’ve got some killer stock picks for this week, lets see what we can dig up.

Industrial Machinery – Harsco (NYSE: HSC)
I may be a sucker for fallen stocks, but Harsco’s drop off their highs was especially unwarranted. You want proof? How about beating fourth-quarter earnings estimates of $0.70 with $0.74 and increasing 2008 guidance. How about topping revenue expectations by $75 million. Harsco manufactures in mill services and gas technologies.. they are the top dogs in a boring market, and I’m loving it. A whopping 70% of their sales are international, and even in a slowing world economy, an unusually high rate of recurring service revenues gives me confidence in Harsco’s ability to maintain earnings momentum.

Don’t be concerned with rising costs and problems in home construction, Harsco’s end markets such as global steel production and non-residential construction are expected to remain firm in 2008. Despite slight challenges in Mill Services in the most recent quarter, Harsco outperformed with strong gains in Rail & Mineral Technologies. I see nothing but upside in growth for 2008, and with a key acquisition possibility, Harsco could completely out-do themselves. Access Services has a nice hedge against a possible falling non-residential construction since about 25% of their industrial maintenance business is recurring. Very protected from a slow-down, and undervalued at $55 versus a target of $75… I put a purchase price at under $54 for Harsco.

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11 Feb 2008

Stock Market 2008: Industrials Sector

Author: Jim | Filed under: Sector Outlook

Relatively new to the GPT industry, CashNinjas.com has experienced insanely fast growth to become one of the better bargains around. There is nothing about this website that excites me, but there are also relatively few bad spots. Although CashNinjas.com has only paid out $5,500 at the time of this post, I have received payment and I give them the green light.

Jimvesting gives CashNinjas a 3-out-of-5 rating

A three-star rating? Don’t get me wrong, this is a fantastic website. It is shiftcode… but the best part is that you can’t even tell! This is the most overhauled design I have ever seen work with the payment system, so more power to the designers. But shiftcode websites are frowned upon because of the generic ads and approval system. CashNinjas doesn’t blow me out of the water, but they know what they are doing.

My favorite part about CashNinjas is their design. Very creative theme and easy on the eyes. The layout somewhat makes up for the lack of a contest/incentive on the website to help making the money less dull. All of the offers are very well laid out and they let you know straight up how much money can potentially be earned. The only problem I have with the interface itself is that there seem to be TOO MANY links. I got bogged down immediately in terminology that I did not understand when looking at the 3 separate links for referrals, 5+ links to contact the owners and account options up to wazoo! I feel like this website will go over your head… simplification is definitely needed.

CashNinjas.com has one very bright spot, payment options. They charge small transfer fees for making withdrawals via check ($0.75) or the standard $2 processing fee on all gift cards. They offer four methods of payment! The former, as well as PayPal and e-Gold. I have never seen e-gold as an option on a GPT website and really like that notion. Last but definitely not least, there is no minimum for cashout… they brag that you can cashout at “even one dollar!” Read the rest of this entry »

6 Feb 2008

GPT Reviews: CashNinjas

Author: Jim | Filed under: GPT Reviews

Health care, healthcare or health-care, any way you slice it… the bulls are registering PROFIT in the sector for 2008. In fact, over the last month they have been one of the only consistent gainers in the entire market! I got some great movers that have traded up and subsequently gotten hit and are now undervalued. Value and defense is how we trade the market in 2008… so a big dog who has a favorable year in store should get the call as well. I smell a victory, lets make some money.

Jimvesting Picks Intuitive Surgical (NYSE: ISRG)
Robotic surgery. No longer do we have human error, the da Vinci system by Intuitive Surgical has taken care of that. Fourth-quarter earnings absolutely stomped expectations from ISRG, following higher than expected sales of the expensive surgical system. There are now 795 systems deployed worldwide, and they sold 78 last quarter. Each system is very expensive, but ISRG is proving to investors they mean business. They more than doubled quarterly profit and increased guidance for 2008.

I think projections for 2008 were actually conservative, and Intuitive Surgical should blow through them. Even after the initial surge, I still see 20%+ upside potential for growth over the next twelve months. I expect these guys to place 75-80 new systems next quarter, and with profit ever-increasing from existing device accessory parts, it seems like a bulldozer stock in my eyes. I am convinced that this robotic surgery technique will become a surgical niche standard over the next few years. Many were skeptical of the capabilities of the system, but little if any complaints or problems have been filed so far. 51% of physicians expect their facilities to purchase additional da Vinci system(s) over the next three years. 73% of urologists indicate they no longer perform open prostatectomy procedures without a da Vinci system. The product works, people love it, you will be sorry if you turn your nose up at the market’s stock pricing.

Jimvesting Picks Gilead Sciences (NYSE: GILD)
Gilead is a front-running biopharmaceutical company that has enjoyed steady growth for years. Without exception, I am affirming that Gilead will outperform the market and see growth in 2008. With this in mind, GILD is a safe haven in a shaky market. However, the catalysts don’t go unnoticed! They have a rock-solid HIV franchise and a management team that knows how to generate strong growth in EPS and revenue. They’ve got the free cash flow to stay afloat, and the potential for a big winner in HIV diagnosis.

I’m putting a target price on Gilead for $49, based on analyst consensus and my own findings. Okay so they beat earnings out by a cent, not great, but at this point Wall Street doesn’t care… it’s all about 2008 and Gilead has the cure! Better than expected 12-month sales guidance was a surprise, and we still see good upside potential in the company developing a new hit. These guys could take a hit in the short-run, setting up a nice buying opportunity. I am giving them the green light at an attractive price due to upside potential from the pipeline, consistency in earnings and margin growth, stability from being an industry leader and, more importantly, expected gains in non-HIV franchises. Read the rest of this entry »

5 Feb 2008

Stock Market 2008: Healthcare

Author: Jim | Filed under: Sector Outlook

Treasure Trooper has repeatedly come at me because of this guide, but I think this is a bit ironic because I did nothing against policy. If they figured this would deter me from releasing part 2, they were wrong! I do this for you readers, so you don’t have to struggle through the $100 Treasure Hunt. This week, part two of the $100 Treasure Trooper Treasure Hunt. Acts 7 through 13 are up for bid, click the images to enlarge them… and away we go!

 

 

 

 

Act Seven – Stopped On A Bridge… Again
It’s back to the drawing board after they take your treasure map away. This is starting to get old. You need to scrape up another 20 golden coins in order to continue. At this point, you really need to be racking up golden coins. I suggest the cheap 50 cent free offers to maximize your “coinage.” And yes, you are back where you started in Act 1.

Act Eight – A Change Of Fate
The native tries to throw you over the bridge again, but some monkey comes out of nowhere and kills him. I wish I was making this up, haha, but yes a random monkey makes an appearance. Good news is that you get 7 of your 20 golden coins back, nice! This act is in the books, keep going on to act nine… but don’t you dare spend those coins, you are going to need them. Continue on. Read the rest of this entry »

With titles such as “America’s #1 Sportsbook” and “The Biggest Bonuses in the Business,” BetUS.com is an old and respected sportsbook/online casino that has taken the industry by storm as of late. I simply love this website, and you CANNOT beat their amazing bonuses like 50% back on your first deposit and a 100% deposit bonus in the casino. If you are looking for an easy to use sportsbook that gives you an edge with bonuses, look for BetUS.com

With an unrivaled 145% in bonuses offered, BetUS.com is the market leader for getting the best value available. Typical online bet makers look for services like that of BetUS to deliver the greatest probability of coming out on top. Current offers include: 50% sign up bonus, 50% re-up bonus, 10% casino chip bonus, 25% new referral bonus and 100% casino bonus…WOW. I thought I saw value in these other sportsbooks, but BetUS seems to blow them out of the water by offering 50%+ cash back on almost every deposit you will ever make.

The design and functionality of the BetUS.com website are definitely above average. I like the clean and professional style, but I actually prefer a darker setting like that of Bodog or Sportsbook.com for a sportsbook. Still, nothing against the functionality because it is very easy to use… even better than Bodog or Sportsbook.com. Navigation is obvious, so there shouldn’t be any problems with registering. There is support chat available around the clock, I called them and they seemed average. I suppose they don’t pride themselves on service. Read the rest of this entry »

1 Feb 2008

BetUS.com Sportsbook Review

Author: Jim | Filed under: Sportsbook Reviews