Monday, January 16, 2012

UEC - Uranium

Chart analysis : change in trend. also cross 20, 50 ,200 mov avg with volume
Outstanding Investments is still the top-performing investment letter over the past ten years among the 180-plus followed by the Hulbert Financial Digest, up a startling 18.1% annualized vs. 3.80% annualized for the dividend-reinvested Wilshire 5000 Total Stock Market Index XX:W5000FLT -0.52% .
King is even bullish on uranium. Recommending Uranium Energy Corp. UEC -0.58% , he writes:
“In 2012, we’ll see what North America’s newest uranium producer can accomplish… the broad uranium sector is robust. Pricing is firm, and due to strengthen as the uranium sector nears major supply shortages and higher prices. UEC is positioned to increase production at low costs.”

Sunday, January 15, 2012

FDX- Fedex

Chart analysis : Breakout with volume

Morningstar Picks GE, FedEx as Best U.S. Industrials for 2012

FedEx (FDX) could benefit as its ground shipment business expands, and its freight business picks up. “Last year, ground produced more than triple express’s operating margin, and we expect the freight segment performance to continue to improve from the recent past, as well. Freight constitutes 12% of total sales–a material part of the franchise.”

POT - Entry point

 Chart notes:
 Break from the downward trend line. Also an inverse head and shoulder pattern breakout. above 20 day and 50 day moving avg.
P/E: 10
Estimated 2012 Earnings: $3.9 Bil.
The world's population is expected to grow by 44 percent through 2100, which means an additional 3 billion mouths to feed. That math works in favor of Potash Corporation (POT: 44.74, 1.29, 2.97%) of Saskatchewan, the Canadian maker of a fertilizer component that helps increase crop yields. PotashCorp is the world's largest supplier of the potassium compounds commonly called potash. The company enjoys a strong competitive position in this concentrated industry: Potash is produced in only 12 countries globally, and a new potash mine costs about $4 billion to build.
Despite the company's dominance, its stock trades at 10 times its expected earnings for 2012, well under its 10-year average of 34. Ben Landy, equity analyst for T. Rowe Price, says many investors doubt that PotashCorp can get bigger or more profitable than it already is. But the long-term trajectory for potash consumption is undisputedly upward. To prosper, emerging markets need to increase the productivity of their land; farmland in parts of the developing world yields just half as much as U.S. cropland. China and India, already the world's biggest fertilizer consumers, each account for 7 percent of PotashCorp's revenue -- shares that analysts expect will grow.