The coming months could prove to be an enticing time for investors. Many stocks are trading well off their highs under the assumption that the coming streams of economic data will prove to be disheartening. If we indeed are in for a tough slog in the months and quarters ahead,… Read More
David Sterman has worked as an investment analyst for nearly two decades. He started his Wall Street career in equity research at Smith Barney, culminating in a position as Senior Analyst covering European banks. While at Smith Barney, he learned of all the tricks used by Wall Street to steer the best advice to their top clients and their own trading desk. David has also served as Managing Editor at TheStreet.com and Director of Research at Individual Investor. In addition, David worked as Director of Research for Jesup & Lamont Securities. David has made numerous media appearances over the years, primarily on CNBC and Bloomberg TV, and has a master's degree in management from Georgia Tech. David Stermanon
Analyst Articles
Which Dow Stock has the Greatest Upside?
August 3, 2010
What do Boeing (NYSE: BA) and Alcoa (NYSE: AA) have in common? They are book-ends on the Dow Jones Industrial Average’s ranking of best and worst-performing stocks thus far in 2010. Boeing — up +30.4% — is seeing rising demand for airplanes, while Alcoa — off -27.0% — awaits a rebound in demand for aluminum. It’s been a mixed bag of results for this leading index, with 19 stocks rising and the other 11 losing ground since the start of the year. Company (Ticker) Total Return… Read More
What do Boeing (NYSE: BA) and Alcoa (NYSE: AA) have in common? They are book-ends on the Dow Jones Industrial Average’s ranking of best and worst-performing stocks thus far in 2010. Boeing — up +30.4% — is seeing rising demand for airplanes, while Alcoa — off -27.0% — awaits a rebound in demand for aluminum. It’s been a mixed bag of results for this leading index, with 19 stocks rising and the other 11 losing ground since the start of the year. Company (Ticker) Total Return YTD P/E Boeing (NYSE: BA) 30.4% 4.5 Caterpillar (NYSE: CAT) 27.2% 29.0 Du Pont (NYSE: DD) 26.5% 12.5 McDonalds (NYSE: MCD) 14.4% 16.0 American Express (NYSE: AXP) 12.5% 17.0 Kraft Foods (NYSE: KFT) 10.6% 14.5 General Electric (NYSE: GE) 9.8% 15.0 3M (NYSE: MMM) 7.1% 15.5 Walt Disney (NYSE: DIS) 6.9% 18.0 United Tech (NYSE: UTX) 5.8% 15.0 Intel (Nasdaq: INTC) 5.3% 11.5 Proctor & Gamble (NYSE: PG) 4.7% 16.5 Traveler’s Ins (NYSE: TRV) 3.4% 8.0 Chevron (NYSE: CVX) 2.9% 9.0 Home Depot (NYSE: HD) 2.1% 17.0 IBM (NYSE: IBM) 0.9% 12.5 Coca-Cola (NYSE: KO) 0.6% 17.0… Read More
“Moving to the sidelines.” That’s a Wall Street euphemism for “we’re not sure what to make of this stock.” And that’s just what Wall Street analysts did as a group on Thursday, uniformly cutting their rating on marketing firm Vistaprint (Nasdaq: VPRT) to “hold” or “neutral”. Analysts thought the stock… Read More
I’ve Never Seen Anything Like This Chart…
August 2, 2010
Rarely do I see so many equities in the same sector come up as “top picks” as I have seen this week in my research. Normally, there will be a small bias to one sector or another, but 80% of the top 20 scoring equities are all from the same… Read More
Call it the winner’s curse. When companies grow at fast clip for a long time, investors come to assume they’ll never slow. Of course, all companies eventually grow too large to keep posting explosive growth. Some settle into a more moderate — but still respectable — plane of growth, while… Read More
Take Advantage of New Income Opportunities
August 2, 2010
The faster growing segments of the U.S. economy and in other parts of the world had me looking at two promising investments ideas -- each with relatively untested track records. Both made the cut in this month's issue. Read More
Act Now While this Healthcare Giant is Still Cheap
July 30, 2010
An easy way to make money in the market is to buy a stock that has been beaten down due to short-term worries. Of course the rub is discerning whether the problem is indeed temporary. But there is considerable upside to identifying a setback that will not permanently impair a… Read More
When officers and directors decide to buy their company’s stock with their own cash, it’s invariably seen as a bullish sign for shares. Yet when they decide to sell, investors need not necessarily be overly concerned. Perhaps shares have had a nice run… Read More
Whatever You Do, Don’t Buy These Funds
July 30, 2010
My mother’s side of the family owns large tracts of land along the Louisiana and Mississippi border. The area is teeming with wildlife and has been an outdoor paradise for at least five generations. But the real value of this fertile region is the soil itself, where… Read More
The old axiom “The stock market always looks ahead” remains in force. And as is often the case, market forecasters are all over the lot as to what we can expect in 2011, 2012 and beyond. The most bearish forecasters can reasonably cite a bearish consumer, stressed… Read More