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The stock flies high above the otherwise stagnant Brazilian steel industry. So is it time to buy?

By Jim J. Jubak Jan 26, 2012 3:46PM
Image: Brazil (© Donald Edwards/age fotostock)The numbers out of Brazil's steel industry are ugly. How ugly? Uglier than a mole rat. Uglier than the first day of school. Uglier than an Ugli fruit.

Brazil's steel industry produced a record 35.2 million metric tons in 2011, 6.8% more than in 2010, but "apparent consumption" (the sum of domestic production plus imports minus exports) fell by 4.2% to just 25 million tons. And since Brazil’s steel industry has a total capacity of 45 million tons, steel prices haven't gone up strongly even if exports did climb 21% in 2011.
 
Tags: GGB

With superior asset quality and conservative loan policies, this bank is the top play on Brazil's economic growth.

By TheStockAdvisors Jan 26, 2012 2:53PM
By Yiannis Mostrous, Global Investment Strategist

One of Brazil's most favorable characteristics is a strong banking system, a sector that should benefit as investment flows return to the country. 

Banco Bradesco (BBD) is our favorite bank to gain exposure to this sector. Banco Bradesco is Brazil's second-largest private bank, with over 40 million customers and more than 4,000 braches. 

Strong growth in 2012 will be driven by its infrastructure businesses and a good backlog of orders.

By Trefis Jan 26, 2012 2:34PM
Image: Power lines (© Digital Vision)General Electric's (GE) recent earnings indicate that it might not have had an exceptional fourth quarter, but it has put all the drivers in place to help it record impressive growth in 2012. While earnings were in line with our expectations, they were considerably lower than last year's quarter.

Revenue growth was lower than we expected partly because of project delays, which have helped GE build an exceptional order backlog.  

The cable operator's investments in broadband networks have certainly paid off.

By Trefis Jan 26, 2012 2:10PM
Image: Global communication (© Maciej Frolow/Brand X/Getty Images) Comcast (CMCSA) and Time Warner Cable (TWC) are the two largest cable operators in the U.S., providing broadband, pay-TV and VoIP (voice over Internet protocol) services. Both companies have suffered pay-TV subscriber losses as competitors such as DirecTV (DTV), AT&T (T) and Verizon (VZ) have been expanding their pay-TV subscriber bases.

To offset these losses, the cable companies have resorted to investment in their broadband networks to improve speeds and increase their high-margin broadband subscriber base.  

The company appears to be stabilizing its subscriber levels, but it has a lot to prove before it becomes the market darling it once was.

By Kim Peterson Jan 26, 2012 2:03PM
Image: Watching television (© Maria Teijeiro/Getty Images/Getty Images)How many times does Netflix (NFLX) have to say it? The company doesn't want to replace your cable box. It can't afford to compete with everything on television.

Instead, Netflix just wants to be an online premium network. Think HBO on the Web. It wants to offer big original shows that you can't find anywhere else, plus a ton of less significant programming that doesn't cost too much. 
Tags: NFLX

The long-heralded shift to a cashless society is happening faster than even companies like PayPal predicted.

By The Fiscal Times Jan 26, 2012 1:40PM
By Suzanne McGee, The Fiscal Times

The smartphone revolution -- just look at the gargantuan surge in the number of iPhones that Apple sold in the fourth quarter -- is finally starting to deliver on an old promise: Increasingly, those phones are doubling as our wallets.

PayPal, which is beginning to roll out in-store e-payment systems, starting with Home Depot (HD), will be one of those companies relying on smartphones as part of the new payment systems.  

Materials stocks are outperforming the broad market, and the primary sector ETF is showing technical strength.

By MoneyShow.com Jan 26, 2012 1:14PM
Image: Stock market (© Digital Vision/SuperStock)By Tom Aspray, MoneyShow.com


The announcement from the Federal Open Market Committee that interest rates will remain low until 2014 appears to have ended the market's very brief corrective phase. The advance/decline lines moved sharply higher Wednesday, with more than 2,300 stocks advancing and just over 700 declining. 


Some of the previously lagging sectors are now showing signs of life. As further evidence that the economy is indeed getting stronger, new sectors are likely to become leaders (see also: Sector Selection Is the Key for 2012).

 

An increasingly aggressive, reckless Fed is gutting the greenback. Investors should play along.

By Anthony Mirhaydari Jan 26, 2012 1:09PM

The Federal Reserve on Wednesday, as expected, extended the period that it anticipates holding short-term interest rates near zero to late 2014. It also, as expected, held off on another round of money printing, known as quantitative easing, for now. But the Fed chairman teased additional action later this year -- something I warned of in my column this week.

 

Yet the real story, one that had Wall Street traders jumping in response, was the establishment of a long-term inflation target for the Fed -- 2% on personal consumption expenditures. But despite the Fed calling inflation "subdued" as it justified holding rates lower for longer,  its new target is already being exceeded.  

 

So it's like this: The Fed is now loudly advertising the fact that it is willing to push more monetary easing into the economy even as consumer price inflation runs at 3%. This is blatant dollar debasement. And it's only going to encourage the kind of mal-investment and speculative excess that brought about the housing bubble in the first place.

 

The good news is that it's creating an opportunity for profits in precious metals again as the dollar tumbles.

 

Morgan Stanley and Goldman Sachs get knocked just as business shows signs of picking up.

By Jim Cramer Jan 26, 2012 1:08PM

By Jim Cramer


Why are analysts so, so quick to downgrade? We caught a downgrade of Morgan Stanley (MS) and Goldman Sachs (GS) on Wednesday, for example, and I thought it was totally fatuous. These stocks had been dogs in 2011, but business could be picking up right now, with the stock markets worldwide doing better and all of the banks in Europe restructuring.


We got a hostile bid Wednesday: Roche's bid for Illumina (ILMN). We have an IPO calendar that could get hot. We have tables of employment that are now rationalized, and we have lower expense structures. This is when you should be looking to buy them, not sell them.

 

Why is Southwest the only carrier that's soaring?

By InvestorPlace Jan 26, 2012 12:34PM
Image: Airline (© Christie & Cole/Corbis)By Lawrence Meyers

Question: Why on earth would you want to buy an airline stock? Answer: You wouldn't. Except for one.


That's because airlines have an awful business model. If oil prices go up, the cost of flying the jets goes up even more, requiring carriers to hedge, which distracts them from what they should be doing: transportation.

 

E-Trade is downgraded to 'neutral' at Goldman.

By MSN Money Partner Jan 26, 2012 12:15PM
Thursday's noteworthy upgrades include:
  • Netflix (NFLX) upgraded to Buy from Neutral at Citigroup, and to Hold from Sell at Gabelli
  • Life Technologies (LIFE) upgraded to Outperform from Market Perform at Leerink
  • Textron (TXT) upgraded to Buy from Hold at EarlyBirdCapital
  • Equity Residential (EQR) upgraded to Overweight from Equal Weight at Barclays
  • Consolidated Edison (ED) upgraded to Hold from Underperform at Jefferies
  • Illinois Tool Works (ITW) upgraded to Buy from Underperform at BofA/Merrill
 

The company's diverse portfolio and strategic deals in emerging markets are advantageous for the company.

By Trefis Jan 26, 2012 11:04AM
PepsiCo's (PEP) diverse portfolio ranging from sodas to snacks and juices, combined with its ability to innovate and launch products suited to the requirements of the localized markets, will go a long way in the growth of the company. At the same time, key acquisitions in developing markets over the last few years will give the company an opportunity to be a part of these fast-growing economies.

We believe the company is in a transitional phase, which makes the market undervalue the stock. PepsiCo competes with leading food & beverage companies around the world including Kraft Food (KFT), Coca Cola Co (KO) and Dr Pepper Snapple (DPS). 

We are encouraged by Grainger's successful market share strategy and retain our 'outperform' recommendation.

By Zacks.com Jan 26, 2012 10:35AM

‎By: Zacks Equity Research

 

W.W. Grainger Inc. (GWW) reported Wednesday earnings of $2.13 per share for the fourth quarter 2011, exceeding the Zacks Consensus Estimate by 2 cents. The result was 19% above the year-ago earnings of $1.79. The improvement stemmed largely from strong sales across all segments.


Quarterly EPS excluded a 16 cent per share charge related to U.S. branch closures and a gain on the sale of Grainger's 49% ownership in MRO Korea. Including these items, EPS in the quarter was $2.04. The prior-year EPS excluded a gain of 4 cents per share pertaining to a change in paid time off policy. Including this, EPS was $1.83 in the year-earlier period.

 
Tags: GWW

The fast-food chain makes a push into morning sales, but can it compete with heavyweight McDonald's?

By InvestorPlace Jan 26, 2012 9:46AM

By Jeff Reeves


Taco Bell is largely responsible for the late-night snacking push across the fast-food world as one of the first major chains to stay open into the wee hours -- as late as 4 a.m. at most locations with its Fourthmeal menu.

 

Now the Mexican-style restaurant is looking to stay open so late that it'll actually open early. Taco Bell is introducing a breakfast menu at almost 800 restaurants.

 

Not the typical turnaround pick, this company has a problem with investor perceptions.

By TheStockAdvisors Jan 26, 2012 9:30AM
By George Putnam, The Turnaround Letter

Founded in 1886 by three brothers to produce first aid kits, Johnson & Johnson (JNJ) has grown into one of the largest healthcare products companies in the world, with one of the strongest balance sheets in American industry.

So how can we feature this as our latest turnaround stock? Because the stock price has gone essentially nowhere for about ten years. The stock traded at 65 in 2002 and it trades around 65 today. 
Tags: JNJ

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