Monthly Archives: July 2017

What You Missed in Trump’s Tweet About China’s Failure

U.S. President Donald Trump’s tweet about China – posted yesterday afternoon (June 20) just after 2:30 p.m. – immediately had media outlets buzzing.

Trump's tweet

Some news sites suspected that it was actually a warning about how Trump is preparing for war with North Korea:

“Trump Tweet Hints North Korea Tension Will Heat Up Again” – Newsday “Trump Just Sent a Mystifying, Disturbing Tweet About North Korea” – VOX “High Noon in North Korea: Is Trump Ready for War?” – The Daily Beast “Did Trump Just Declare War on a Nuclear Weapons State Over Twitter?” – New York Magazine

Other (arguably less dramatic) media outlets posited that Trump, via Twitter, was actually nudging China to pick up its efforts in countering North Korea’s threats – as if to say, “Thanks for trying, China, but you failed. However, you still have an opportunity to redeem yourself by agreeing to more North Korea sanctions during today’s talks.”

The outlets in this latter camp quoted several experts, who explained their thoughts on Trump’s mid-afternoon tweet.

“He is trying to create the conditions for [Secretary of State] Rex Tillerson to communicate a very tough message to the Chinese tomorrow, including the possibility of secondary sanctions,” Evan Medeiros, a former Asia advisor to President Barack Obama, told The Financial Times today.

Another expert, John Delury, suggested to The New York Times that Trump will leverage China’s “failure”: “What Trump is saying is, ‘I don’t need you on North Korea now, and therefore maybe we should have it out on these other issues, like trade.'” Delury is an authority on China and the Koreas at Yonsei University in Seoul.

These suppositions that Trump’s Twitter post yesterday had some kind of double meaning aren’t at all unwarranted.

Trump – a former reality TV star/media mogul who knows how to craft a grabby headline – has dropped well-timed, loaded statements to the media like this before…

Trump’s Tweet Yesterday Follows an Emerging Routine

For example, on April 2 – one week before he hosted Chinese President Xi Jinping in Florida – the president told The Financial Times that if China didn’t agree to help the United States counter North Korea’s nuclear threats, he would “have to act alone.”

News of this statement spread immediately across the Internet.

Urgent:This small $6 U.S. defense firm with a new top-secret technology could help the Pentagon stop a Chinese sneak attack dead in its tracks.Read more…

To the public, the message was “China doesn’t want to help the United States against North Korea, so we’ll have to fight this war on our own.”

To China, the message was “See what I can do with just one public statement? You don’t want Americans – with their businesses and e-commerce money and product manufacturing needs – turning against you, right?”

The message worked. After that Mar-a-Lago summit, Trump and Xi’s relationship suddenly grew chummier.

Trump described Xi as a “great guy” on numerous occasions afterward. On April 20, Trump praised the entire country (the same country he so fervently labeled on the campaign trail as a “currency manipulator” that “must be stopped”) for its efforts to pressure “the menace of North Korea,” Reuters reported that day.

But Trump’s message yesterday, which didn’t condemn China but rather lauded the country for “trying,” may very well have contained yet another message…

One that went largely unnoticed by news outlets.

President Trump Prepares to Say “I Told You So”

This time, Trump isn’t threatening China – he’s setting the Red Dragon up for embarrassment.

You see, just a couple hours after Trump’s tweet – around 5:30 p.m. – news broke that spy satellites over a North Korean nuclear test site spotted an uptick in activity there.

“The activity appears to involve some modifications around one of the tunnel entrances to an underground test area,” CNN reported last night.

U.S. officials also stated, however, that “it is not yet clear if the activity indicates a sixth nuclear test is imminent,” but noted “there is concern that North Korea could set off a test during [China’s] visit to Washington,” wrote CNN.

Then the news outlet added one more statement from these officials:

“If a sixth nuclear test by North Korea were to occur, it would be clear that the existing pressure by China on North Korea is not working.”

And there you have the explanation for Trump’s tweet yesterday.

He knew this news about North Korean nuclear activity was coming.

And if a bomb does goes off there, Trump will be able to tell the Chinese diplomats, in person, “I told you so.”

And China will have to acknowledge either the fact that it didn’t do enough to prevent North Korea’s latest test, or that it just didn’t care.

Love Him or Hate Him – 32.6 Million People Follow Trump’s Twitter

Whether that’s a good thing or a bad thing is moot.

What matters when it comes to your money is very simple – Trump’s comments move markets, says Money Morning Chief Investment Strategist Keith Fitz-Gerald.

That’s why, when it comes to investment input, Trump’s tweets are every bit as viable as fundamentals, technicals, or even good old-fashioned headlines.

For example, savvy investors can place lowball orders on stocks they want, wait for Trump to slam them on Twitter, and nab the companies at a discount.

To find out which companies are likely on the president’s hit list, as well as other ways to profit from Trump’s Twitter feed, read on…

FollowMoney Morningon Twitter@moneymorning,Facebook, andLinkedIn.

Related Articles:

CNN:U.S. Spy Satellites Detect Activity at North Korean Nuclear Test Site The New York Times: China’s Trump Honeymoon: Unexpected, and at Risk of Ending The Financial Times: Trump Warns on North Korea Ahead of U.S.-China Talks Money Morning:Two North Korean Satellites Are Orbiting Above the United States Right Now with Unknown Payloads Money Morning:How Does North Korea Make Money? Money Morning:President Trump Meeting Kim Jong Un Could Succeed Where Obama Failed

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Top Warren Buffett Stocks To Buy Right Now

BALTIMORE ( Stockpickr) — This Thanksgiving, have your turkey and mashed potatoes with a side of stock gains. It may sound surprising, but statistically speaking, Thanksgiving week has a distinct bullish bias for the stock market.

Must Read: Warren Buffett’s Top 10 Dividend Stocks

(That’s in spite of a closed market on Thursday, and a shortened session on Friday.)

And it doesn’t end there — the stretch from Thanksgiving through the end of the year has only been negative once in the past decade for the S&P 500, an indication that investors generally feel good about stocks heading into the end of the year. Generally speaking, it’s the best single month all year long for stocks investors.

But that doesn’t mean you should buy blindly here — with a third of the S&P 500 still down year-to-date, stock selection matters more than ever in 2014. So, to take full advantage of that seasonal stock bias, we’re turning to a fresh set of Rocket Stocks worth buying this week…

Top Warren Buffett Stocks To Buy Right Now: Vanda Pharmaceuticals Inc.(VNDA)

Advisors’ Opinion:

  • [By Roberto Pedone]

    Another biotechnology player that looks poised to trigger a big breakout trade is Vanda Pharmaceuticals (VNDA), which is focused on the development and commercialization of clinical-stage drug candidates for central nervous system disorders. This stock has been on fire so far in 2013, with shares up a whopping 258%.

    If you take a look at the chart for Vanda Pharmaceuticals, you’ll notice that this stock has recently broke out above some near-term overhead resistance levels at $12.34 to $12.66 a share with solid upside volume. So far, this breakout has held and now shares of VNDA are quickly moving within range of triggering an even bigger breakout trade.

    Traders should now look for long-biased trades in VNDA if it manages to break out above its 52-week high at $13.30 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action 908,467 shares. If that breakout hits soon, then VNDA will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $15 to $17 a share.

    Traders can look to buy VNDA off any weakness to anticipate that breakout and simply use a stop that sits right below some near-term support at $12 a share. One could also buy VNDA off strength once it takes out $13.30 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Top Warren Buffett Stocks To Buy Right Now: Benchmark Electronics, Inc.(BHE)

Advisors’ Opinion:

  • [By Anders Bylund]

    How do you pick the top names in this broadly lucrative industry? I’m here to show you my three favorites in the printed circuit board market: Sanmina (NASDAQ:SANM), Benchmark Electronics (NYSE:BHE), and TTM Technologies (NASDAQ:TTMI), each one tailor-made for a different type of investor.

Top Warren Buffett Stocks To Buy Right Now: Female Health Company (The)(FHCO)

Advisors’ Opinion:

  • [By Lisa Levin]

    Shares of Female Health Co (NASDAQ: FHCO) were down 15 percent to $1.46 as the company reported that it has entered into a merger agreement with Aspen Park Pharma.

Top Warren Buffett Stocks To Buy Right Now: Kelly Services Inc.(KELYA)

Advisors’ Opinion:

  • [By David Milstead]

    One such outfit is Kelly Services (KELYA). The Troy, Mich., company places temporary employees in a variety of fields, such as law, health care, computing and finance. Although recent job reports have been strong, S&P Capital IQ analyst Michael Jaffe sees employers remaining cautious in their hiring practices and using the kind of temporary workers Kelly specializes in. Jaffe says Kelly is his top pick in the staffing sector, and he rates the stock a strong buy.

  • [By Monica Gerson]

    Kelly Services, Inc. (NASDAQ: KELYA) is projected to report its quarterly earnings at $0.28 per share on revenue of $1.35 billion.

    Silver Standard Resources Inc. (USA) (NASDAQ: SSRI) is expected to post a quarterly loss at $0.02 per share on revenue of $96.25 million.

Top Warren Buffett Stocks To Buy Right Now: Federated Investors, Inc.(FII)

Advisors’ Opinion:

  • [By Gregg Greenberg]

     Stocks of Federated Investors (FII) fell approximately 9% in 2015, yet Oja expects a big turnaround in 2016, once again due to the prospect of higher rates ahead. 


    "The money market fund business, which is unprofitable now, should become more profitable as rates rise because Federated has to reimburse for the servicing fees for these funds," said Oja, who also admires the fund company’s 3.5% dividend yield. 


    Oja added that Federated also has a "good core business of equity and fixed-income asset management." 

Amazon Proving The Power Of Bricks And Clicks

A Whole Foods Market sign is seen in Washington, DC, June 16, 2017, following the announcement that Amazon would purchase the supermarket chain for $13.7 billion.Amazon is once again shaking up the retail sector, with the announcement it will acquire upscale US grocer Whole Foods Market, known for its pricey organic options, in a deal that underscores the online giant’s growing influence in the economy. / AFP PHOTO / SAUL LOEB (Photo credit should read SAUL LOEB/AFP/Getty Images)

Today the market sent shock-waves across the retail sector after Amazon (AMZN) and Whole Foods Market, Inc. (WFM) announced they had entered into a definitive merger agreement under which Amazon will acquire Whole Foods for $42 per share in an all-cash deal valued at $13.7 billion.

The deal took almost everyone by surprise, especially the grocery market chains that have been trying to tap into the e-commerce mousetrap that has been the secret to Amazon’s data mining dominance.

Shares of Target (TGT), Wal-Mart (WMT), and Kroger (KR) got hammered after the news, on the fears that the dominant disruptor will soon become a competitive threat in the brick and mortar sector.

As I explained in the latest issue of my newsletter, Forbes Real Estate Investor, Amazon is inching into the brick and mortar space by opening smaller (4,000 square foot) bookstores, but now the Seattle-based company is hoping to disrupt the brick and mortar sector by “sleeping with the enemy”.

Most were not expecting such a bold move by Amazon , the nemesis for most all retailers, discounters, and grocers.

Most every retailer has been trying to perfect th e e-commerce blueprint to compete with Amazon, but nobody suspected that the Seattle giant would launch a radical assault by acquiring a brand-name high-end grocery chain with 456 stores in the US (436), Canada (11), and the United Kingdom (9). Whole Foods also owns three distribution centers.

Whole Foods leases many of its stores from Real Estate Investment Trusts (or REITs) such as Regency Centers (REG), Kimco Realty (KIM), Weingarten Realty (WRI), and Federal Realty (FRT).


It’s ironic that Amazon, the disruptor for everything “brick and mortar”, is now forging a path to compete directly with other storefront retailers. In a press release, Jeff Bezos, Amazon founder and CEO explained,

Millions of people love Whole Foods Market because they offer the best natural and organic foods, and they make it fun to eat healthy. Whole Foods Market has been satisfying, delighting and nourishing customers for nearly four decades – they’re doing an amazing job and we want that to continue.

Dave Henry of Bison Capital Advisors told Forbes,

As long suspected, Amazon has realized that brick and mortar real estate is a powerful and necessary component of brand awareness and local distribution, while also a wonderful showroom for new te chnology and products. Apple first demonstrated that physical stores, coupled with great products, can help increase sales geometrically. Amazon is following suit.

The Whole Foods deal validates the fact that Amazon will grow its brick and mortar presence beyond bookstores and convenience stores, Lauren Thomas with CNBC recently wrote,

Just look at, which is now making forays into the brick-and-mortar space and inking deals with real estate investment trusts, or REITs, to open stores.

Amazon has now inked a big deal and as Floris van Dijkum, REIT analyst with Boenning and Scattergood, Inc., explains,

AMZN proved what most REIT management teams have been saying for some time. Successful retailers have to pursue an Omni-channel strategy and real estate is key. The best quality real estate with the highest sales productivity should thrive as successful retailers want to drive sales and inventory turnover.

REITs generally own the bes t space with approximately 80% of the A malls in the US owned by the public companies. We estimated the public strip companies own approximately 19% of the high quality open air space.

David Bujnicki, Senior Vice-President at Kimco Realty told Forbes that “it justifies what we have been saying for quite some time, that the physical brick and mortar store is not going away, it is just evolving.  When you look at all the stats by our retailers who are omni-channel, it is clear that you need both to best serve the customer.”

All of the Shopping Center REITs traded down on the news (average -3.8% at market close), but as Dijkum  explained, “Ironically, Regency Centers which is the largest grocery anchored strip owner as well as largest landlord to Whole Foods sold off following the news as investors believe Amazon will pressure margins for the competitive US grocery sector.”


Wing Biddle, CEO of Urstadt Biddle told Forbes that “Amazons resources will make Whole Foods the strongest grocery store chain and I would expect would lead to a strong expansion by them. While this is bad news for many grocery chains it will be good news for landlords who have prime sites to accommodate this expansion.”

Biddle summed it up,

Amazon did not buy Whole Foods to put them out of business with home delivery of perishables. They bought them because they know a physical store network is the requirement to be in the food business. While this change is unnerving for grocery anchored center owners I think it’s actually good news. If you have good real estate then you will be OK.

Amazon is buying 456 prime real estate storefronts from Whole Foods that will serve a valuable place setting for the Seattle-ba sed company. The $13.7 billion deal proves the fact that brick and mortar is an equally important part of the shopping experience, and that survival of the fittest applies to clicks and bricks.

In an interview with CBNC, Ross Levinsohn former CEO of Yahoo, Inc. says no sector is safe from Amazon. “Are cars off limits to Amazon” What if they bought UPS.”

Who knows, but one thing is sure, real estate is the glue that holds everything together – the cloud (i.e. data centers), the UPS fulfillment center, and the Apple store. Amazon is recognizing that to build a successful mousetrap, the blueprint must include REAL ESTATE .

The author owns shares in KRG, KIM, BRX, ROIC, and UBA. 





Best Clean Energy Stocks To Invest In 2018

Soon, Apple will introduce a new iPhone feature that will do away with that annoying — and dangerous — urge to look at a text message while you’re driving.

The feature, called “Do Not Disturb While Driving,” will be part of Apple’s iOS 11, a new version of the operating software for Apple mobile devices.

Whenever the phone is connected to a car using either Bluetooth or a cable, or if the car is moving, the phone will withhold any notifications for things like text messages or news updates

If someone does text you while you’re driving, the phone can respond with an automatic message telling them you’re driving and can’t respond just now.

The iPhone screen will also be locked to prevent drivers from using many of their apps while driving. Passengers who are just riding, and not driving, will have the ability to disable the feature.

Users will be able to see Apple Maps, Apple’s navigation application, while driving — thou gh they will be unable to input destinations. Other navigation apps, like Google Maps, will also work, although not quite as easily.

Best Clean Energy Stocks To Invest In 2018: CGG(CGG)

Advisors’ Opinion:

  • [By Jonas Elmerraji]

    First up is French oil service firm CGG Veritas (CGG)
    . The Eurozone-based energy stock hasn’t exactly posted blockbuster performance in 2013, but investors who ignore CGG for the final stretch of the year could be making a big mistake. That’s because of a bullish technical pattern that’s emerging in shares right now.

    CGG spent most of the last eight months looking anything but bullish. But an ascending triangle pattern is changing that. The pattern is formed by horizontal resistance to the upside at $26, and uptrending support to the below shares. Basically, as CGG bounces in between those two technical levels, it’s getting squeezed closer and closer to a breakout above $26. When that happens, traders have a buy signal.

    The ascending triangle pattern in CGG Veritas isn’t exactly textbook. That’s because the setup is forming at the bottom of a downtrend, rather than in the middle of an uptrend – but it’s a mistake to get caught up on the textbook pictures of what trading patterns are supposed to look like. On a move through $26, the trading implications are just as actionable.

  • [By Lisa Levin]

    CGG SA (ADR) (NYSE: CGG) shares shot up 32 percent to $7.15 after the company reported an agreement in principle on financial restructuring plan with main creditors and DNCA.

Best Clean Energy Stocks To Invest In 2018: Jersey Elec.(a)

Advisors’ Opinion:

  • [By Dave and Donald Moenning]

    For those investors that like the comfort generally provided by a diversified portfolio, here’s an idea that will allow you to (a) maintain a diversified allocation in your portfolio and (b) stay out of trouble when the big, bad bears come to call on an asset class or two.

  • [By Sujan Lahiri]


    The first stage is the removal (harvesting) of a sliver of dermal tissue, called a micro-organ (2-3mm diameter x 30-40mm length), from beneath the patient’s skin. This procedure is performed under a local anesthetic, is intended to be performed in a physician’s office and is minimally invasive, so as to encourage rapid healing with little or no scarring. Generally, more than one micro-organ will be harvested from the patient (typically 4-5).

  • [By Jake L’Ecuyer]

    Agilent Technologies (NYSE: A) was also up, gaining 6.42 percent to $52.49 after the company announced its plans to separate into two public companies.

  • [By Monica Gerson]

    Agilent Technologies (NYSE: A) shares rose 5.45% to $52.01. The volume of Agilent Technologies shares traded was 736% higher than normal. Agilent announced its plans to separate into two public companies.

Best Clean Energy Stocks To Invest In 2018: China Mobile (Hong Kong) Ltd.(CHL)

Advisors’ Opinion:

  • [By Lisa Levin]

    In trading on Thursday, telecommunications services shares fell 0.12 percent. Meanwhile, top losers in the sector included China Mobile Ltd. (ADR) (NYSE: CHL), down 3 percent, and Partner Communications Company Ltd (ADR) (NASDAQ: PTNR), down 1.5 percent.

  • [By David Goodboy]

    Rumors are that Apple will use this opportunity to announce the long-awaited deal with China Mobile (NYSE: CHL), which is the world's largest cellphone carrier with more than 700 million active users. Clearly, there are impediments in the way, but the potential for a lower-priced iPhone for this market means strong possibilities remain. This deal would be a major upside catalyst for Apple shares.

  • [By Motif Investing]

    The most heavily weighted names in the motif are China Mobile Ltd. (ADR) (NYSE: CHL), Aibaba Group Holding Ltd (NYSE: BABA), Baidu Inc (NASDAQ: BIDU), India's HDFC Bank (NYSE: HDB) and Russia's Mobile TeleSystems PJSC (NYSE: MBT).

Best Clean Energy Stocks To Invest In 2018: CTI BioPharma Corp.(CTIC)

Advisors’ Opinion:

  • [By Ashley Moore]

    Here is a list of the top 10 best small-cap stocks based on price gains per share so far in 2017:

    Company (Ticker)Price per Share% Change AquaBounty Technologies Inc. (Nasdaq: AQB)$14.338,646.99%Rennova Health Inc. (Nasdaq: RNVA)$3.133,333.73%China Gengsheng Minerals Inc. (OTCMKTS: CHGS)$0.021,718.18%Sunshine Heart Inc. (Nasdaq: SSH)$3.851,071.43%CTI BioPharma Corp. (Nasdaq: CTIC)$4.30991.76%Catalyst Biosciences Inc. (Nasdaq: CBIO)$6.22853.85%TearLab Corp. (Nasdaq: TEAR)$4.20707.85%Pulmatrix Inc. (Nasdaq: PULM)$3.86566.10%Real Goods Solar Inc. (Nasdaq: RGSE)$1.43498.75%Calithera Biosciences Inc. (Nasdaq: CALA)$11.70281.54%

Best Clean Energy Stocks To Invest In 2018: Core Laboratories N.V.(CLB)

Advisors’ Opinion:

  • [By Matthew DiLallo]

    Core Laboratories (NYSE:CLB) literally has its ear to the ground when it comes to deciphering what’s going on in the oil market. The company studies oil reservoirs, which tell it what’s happening with production, giving it a deep level of understanding on the supply side of the market. Core Labs takes what the reservoirs are saying, compares this with other data, and then blends it into an informed macro view of the oil market, which CEO David Demshur shared on the company’s recent quarterly earnings conference call. Here are five things he says the reservoirs are telling us about what’s really going on in the oil market.

  • [By Lisa Levin] Gainers Red Robin Gourmet Burgers, Inc. (NASDAQ: RRGB) shares rose 18.4 percent to $68.65 in pre-market trading as the company reported upbeat results for its first quarter. Jack in the Box Inc. (NASDAQ: JACK) shares rose 9.5 percent to $111.60 in the pre-market trading session after the company posted better-than-expected earnings for its second quarter. The company also disclosed that it has retained Morgan Stanley to evaluate potential alternatives for Qdoba. Coherus Biosciences Inc (NASDAQ: CHRS) rose 9.8 percent to $24.20 in pre-market trading. Coherus BioSciences disclosed that it prevailed in ‘135 IPR decision. Qiwi PLC (NASDAQ: QIWI) rose 8.1 percent to $21.49 in pre-market trading after reporting strong quarterly results. Korea Electric Power Corporation (ADR) (NYSE: KEP) shares rose 7.9 percent to $20.00 in pre-market trading after dropping 4.33 percent on Tuesday Target Corporation (NYSE: TGT) shares rose 7.5 percent to $58.60 in pre-market trading after the company reported stronger-than-expected results for its first quarter. AngloGold Ashanti Limited (ADR) (NYSE: AU) rose 4.3 percent to $11.71 in pre-market trading after falling 0.09 percent on Tuesday. Colgate-Palmolive Company (NYSE: CL) rose 4.1 percent to $74.53 in pre-market trading after the NY Post reported that the company might be up for sale for $100 per share. Harmony Gold Mining Co. (ADR) (NYSE: HMY) rose 4 percent to $2.35 in pre-market trading after declining 1.74 percent on Tuesday. Core Laboratories N.V. (NYSE: CLB) rose 3.6 percent to $109.00 in pre-market trading after gaining 0.39 percent on Tuesday. Clovis Oncology Inc (NASDAQ: CLVS) rose 3.2 percent to $51.15 in pre-market trading. JP Morgan upgraded Clovis Oncology from Neutral to Overweight.

    Find out what's going on in today's market and bring any questions you have to Benzinga's PreMarket Prep.

Hot Cheap Stocks For 2018

Magellan Midstream Partners (NYSE:MMP) is an excellent choice for risk averse investors with a long-term investment horizon. Like any other limited partnership, it also offers a great source of income. In terms of income growth, Magellan has been one of the best in the sector. Despite the stellar growth in its cash distributions even in the low-commodity price environment, most of the fundamentals of the partnership remain in good shape. The unit price is up more than 12% year-to-date, but I believe the next 2-3 years will take it even higher.

One of the best things about the company is that around 60% of its margins come from the refined products business. While crude oil prices can be affected due to the cyclicality and there is generally more volatility, refined products get a boost in poor commodity price environment as well. As the crude prices fall, refined products become cheaper to produce and the end customer benefits. Along with the customer, refiners also benefit which prompts them to produce more. This situation becomes beneficial to the midstream players as well due to the increased volume. On the other hand, if the oil prices start to pick up, the price of refined products also starts to move higher. Economy needs to be stronger in order for the refined products prices to remain higher. Magellan’s exposure to crude oil is also quite strong which means that the company will benefit from a recovery in the oil prices as well. Both these factors are going in favor of the partnership. Let’s first look at the fundamentals and how they have behaved in the last three years.

Hot Cheap Stocks For 2018: S&P GSCI(GD)

Advisors’ Opinion:


    Its this kind of environment that has made the iShares U.S. Aerospace & Defense ETF(ITA) one of the best-performing ETFs over the past decade. Companies like Lockheed Martin Corporation (LMT) and General Dynamics Corporation (GD) have thrived by producing solutions funded by a thick military wallet.


    General Dynamics (GD)  is number four in the U.S. The company provides combat vehicles; information technology solutions for the military; maintenance overhaul and repair for military aircraft; submarines; and surface ships.

  • [By Rich Smith]

    The U.S. Army wants General Dynamics (NYSE:GD) to build it a super-tank — an improvement over the ubiquitous M1 Abrams main battle tank that is currently the mainstay of the U.S. Army and the U.S. Marine Corps.

  • [By Rich Smith]

    Huntington’s problems may not end at the water’s surface, either. While it’s the principal contractor building the Ford-class carriers, Huntington will cooperate with peer shipbuilder General Dynamics (NYSE:GD) to build the new Columbia class of ballistic missile submarines, which will replace the current Ohio class (and up until recently, it was commonly called the “Ohio Replacement Class”).

Hot Cheap Stocks For 2018: Express-1 Expedited Solutions Inc.(XPO)

Advisors’ Opinion:


    With a trailing 12-month price-to-earnings ratio of 28.79, FedEx’s valuation is in line with UPS (27.52) and far cheaper than XPO Logistics (XPO) (90.25).


    In the Lightning Round, Cramer was bullish on GlaxoSmithKline (GSK) , Chubb (CB) , XPO Logistics (XPO) , FedEx (FDX) and Nordson (NDSN) .

    Cramer was bearish on Prudential (PRU) , Advanced Semiconductor Engineering (ASX) and ZTO Express (ZTO) .

Hot Cheap Stocks For 2018: Sirius XM Radio Inc.(SIRI)

Advisors’ Opinion:

  • [By Rick Munarriz]

    There are a lot of people betting against Sirius XM Radio (NASDAQ:SIRI)these days, even as the stock is hitting 10-year highs. There were 280.1 million shares of Sirius XM sold short at the end of 2016, just below the late-November peak of 285.1 million shares but nearly double the short interest that we were seeing a year ago.

  • [By Jon C. Ogg]

    The long saga regarding Pandora Media Inc. (NYSE: P) has finally come to a head. Well, maybe. Rather than KKR & Co. L.P. (NYSE: KKR) investing $150 million, Sirius XM Holdings Inc. (NASDAQ: SIRI) will be investing up to $480 million in the streaming music rival. With its ticketing unit sale taking place as well, it might seem that Pandora is getting a great deal and helping to bolster its books.

  • [By Peter Graham]

    A long term performance chart shows Pandora Mediapeaking in 2014 before heading back to where it started while other streaming media stocks such as large cap satellite radio stockSirius XM Radio Inc (NASDAQ: SIRI) has performed better and InternetTV stock Netflix, Inc (NASDAQ: NFLX) has been a homerun:

Hot Cheap Stocks For 2018: Kohl’s Corporation(KSS)

Advisors’ Opinion:

  • [By Joe Tenebruso]

    Other department-store chains, such as Macy’s (NYSE:M), J.C. Penney (NYSE:JCP), and Kohl’s (NYSE:KSS), have also seen their stock prices plummet as they struggle with falling traffic and declining comparable-store sales. Consumer buying habits continue to shift away from their core mall-based operations, with department-store sales down for 11 years in a row, according to data from the Commerce Department.

  • [By Lisa Levin]

    In trading on Thursday, cyclical consumer goods & services shares fell by 0.67 percent. Meanwhile, top losers in the sector included Kohl's Corporation (NYSE: KSS), down 20 percent, and Macy's Inc (NYSE: M), down 13 percent.

  • [By Ben Levisohn]

    By now, we all know retailers are facing a tough time. More and more, people are choosing to shop online, putting sales under pressure and leaving many with too many stores. Some department stores have begun to acknowledge the problems–but will they be able to adjust quickly enough in a rapidly changing landscape? Credit Suisse analyst Christian Bussand team believe this process is “well under way” but that didn’t stop them from downgrading Kohl’s (KSS) and J.C. Penney (JCP), even as they upgraded Nordstrom (JWN) and Burlington Stores(BURL). They explain why:

Hot Cheap Stocks For 2018: Wendy’s/Arby’s Group Inc.(WEN)

Advisors’ Opinion:

  • [By Ben Levisohn]

    The market is treating Chipotle as if it is an Amazon, Tesla, Apple or Google, when in fact all they do is make burritos. With the money it would cost you to buy Chipotle today @ $14 billion dollars you could buy Wendy’s (WEN), Cheesecake Factory (CAKE), Papa John’s International (PZZA), and Dunkin’ Brands (DNKN). Chipotle would need to generate at least $24 in earnings per share in order to justify the current market cap — they are not even expected to generate half of that next year. Chipotle is expected to report Q1 on April 25 and the market, in my opinion, has already more than priced in good news.

  • [By Ben Levisohn]

    Upgrades had a big impact on stocks today. Wendy’s (WEN), for instance, gained 4.5% to $8.62 after being upgraded to Buy at Argus, while Cash America (CSH) advanced 3.7% to $44.32 after being upgraded to Market Outperform from Market Perform at JMP Securities. Walgreen (WAG) proved the big winner in the S&P 500 afterGoldman Sachs called the stock a Conviction Buy.

  • [By Michael Flannelly]

    Argus Research upgraded fast food restaurant operator The Wendy’s Co (WEN) on Thursday, noting that the company’s store remodeling and new menus should help drive higher sales.

    The analysts upgraded WEN from “Hold” to “Buy” and see shares reaching $10. This price target suggests a 21% upside to the stock’s Wednesday closing price of $8.25.

    Wendy’s shares were up 24 cents, or 2.91%, during early morning trading on Thursday. The stock is up 54.19% year-to-date.

Hot Cheap Stocks For 2018: USG Corporation(USG)

Advisors’ Opinion:

  • [By The Ticker Tape]

    Homebuilders like Lennar, PulteGroup, Inc. (NYSE: PHM), and D.R. Horton, Inc. (NYSE: DHI) could benefit from a strengthening housing recovery. If you’re bullish on housing, you might want to take a step back and think about other companies in that space. Home improvement stores like Home Depot Inc (NYSE: HD) and Lowe's Companies, Inc. (NYSE: LOW) could get a boost as well as companies that supply products for new homes like Whirlpool Corporation (NYSE: WHR) and USG Corporation(NYSE: USG).

  • [By Jon C. Ogg]

    USG Corp. (NYSE: USG) was reiterated as Hold but the price target was raised to $35 from $29 (versus a $34.23 close) at Jefferies.

    Thursday’s top analyst upgrades and downgradesincluded Biogen, Goldcorp, GoPro, Oracle, Sirius XM, Tyson Foods, Ciena and many more.