You can still find small-cap superstars
Small-cap superstars still abound

There are some picks in this sector that have excellent valuations and strong earnings growth.

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Conditions are shaping up that could spur a renewed rally in precious metals, and traders should be alert for buying opportunities.

By MoneyShow.com May 23, 2011 12:20PM
By Tom Aspray, MoneyShow.com

Gold's strong close Friday was impressive, and volume for the SPDR Gold Trust (GLD) was the highest we've seen in almost two weeks. Weekend developments in global markets may cause some near-term confusion in the gold market, but the short-term technical outlook has definitely improved.

Monday was rough for US stocks, in reaction to continued euro debt problems. The downgrade late Friday for Greece's debt was followed by a lowering of the outlook for Italy's debt. Spain is also on the radar, and the nation's election results may hamper austerity plans.

The stock selling started in Asia, with Shanghai down almost 3%, and then spread to Europe, as the euro dropped below 1.40.

The US dollar's strength has pushed crude oil lower, but gold is so far holding up well in early trading. If gold does pull back in reaction to a stronger dollar, it should represent a buying opportunity.
 

Keep an eye on funds that track health care, Internet companies, retail, Canada's financial sector and cars.

By TheStreet Staff May 23, 2011 11:50AM

By Don Dion, TheStreet

 

Here are five ETFs to watch this week.

 

1.    Shares Dow Jones U.S. Medical Devices Index Fund (IHI)

 

The most active period for company earnings ended last week following WalMart's (WMT) report on Tuesday. Looking ahead to this week, however, there are still firms scheduled to release quarterly results.

 

Medtronic (MDT) will report Tuesday. The firm's performance numbers and outlook will weigh heavily on IHI, which lists MDT as its largest holding. MDT shares account for over 11% of its total portfolio.

 

The old company was bloated with debt and overexpansion. Now it's posting record profits near those of its 2004 boom times.

By InvestorPlace May 23, 2011 11:10AM

By Jeff Reeves, Editor, InvestorPlace.com


investorplaceA few years ago, some folks figured Krispy Kreme (KKD) was destined for the garbage heap. After overly aggressive growth and the bankruptcy of key franchisees, the company was bleeding more red than a freshly bitten jelly doughnut.

 

But the company has been on a diet for the past few years, cutting costs and restructuring debt. Finally the doughnut shop appears trim and healthy once more, with its stock up almost 18% Monday on record profits. It's the best quarterly performance since fiscal 2004, during its heyday.

 

You're better off not owning them.

By Motley Fool Pick of the Day May 23, 2011 10:52AM

By Alex Dumortier, CFA

 

This week's highly anticipated initial public offering was heavily oversubscribed. I'm referring to commodities producer/trader Glencore, which listed on the London Stock Exchange yesterday. Meanwhile, on this side of the pond, the shares of social networking website LinkedIn (LNKD), which also began trading yesterday, flew out of the gates, gaining more than 100% over the $45 offer price. In the face of such enthusiasm, I suggest investors remain placid and steer clear of these shares -- particularly LinkedIn.

 

Bubble 2.0
LinkedIn was smart to cash in first by becoming the first social networking company to go public. The structure of the offering all but guaranteed an overvaluation of the shares. Not only did its first-to-market status create scarcity value, but its offering amounts to a small percentage of the shares outstanding -- fewer than 10%. Scarcity value squared, in sum. A massively oversubscribed IPO may be good for bankers and the companies they take to market, but it is the enemy of value-conscious investors.

 

Russia's version of Google is slated to make its Nasdaq debut this week.

By TheStreet Staff May 23, 2011 10:22AM

By Debra Borchardt, TheStreet

 

If investors missed out on buying Google (GOOG) when it went public at $85 -- it's now trading above $500 -- they have another chance to get in early with Yandex, the Russian version of the Internet search giant.

 

Yandex is scheduled to go public on Tuesday in a $1.1 billion deal. The company's stock will be listed on the Nasdaq exchange under the ticker symbol "YNKD," and the offering price is expected to be roughly $21 per share. There's a precedent for excitement. China's Baidu.com (BIDU) priced its initial public offering at $27 per share back in 2005, and the stock closed Friday's regular session at $134.69.

 

Of course, Baidu.com was helped when the Chinese government essentially kicked Google out of the country and gave the company a monopoly. The Russians aren't impeding access to Google.

 

A long-short approach has beaten the market in recent weeks, and it continues this week.

By Jamie Dlugosch May 23, 2011 9:19AM

The market drifted lower last week. With earnings season winding down, investors are left to speculate on the economy. Earnings reports that were released failed to inspire the market.

 

On Friday, two large clothing retailers, Aeropostale and Gap reported results that disappointed investors. Shares of both companies lost more than 14% of their value. That is a big loss irrespective of the results.

 

The big move down in those individual names tells us much about where the market may be heading. Certainly the number of bears emerging from the woodwork is on the upswing. In some ways, the contrarian play here is to be bullish as the market often moves opposite the consensus view.

 

Whatever the direction from here one thing is certain: predicting the exact direction is difficult at best. As such I’m staying conservative with my picks here. On the long side I would consider the SPDR Dow Jones Industrial Average (DIA).

 

Problems in Greece and Italy have sparked a chain reaction that is lifting health care but hammering large-cap companies with great earnings momentum.

By Jim Cramer May 23, 2011 9:14AM

the streetjim cramer"Leave us helpless, helpless, helpless." You have to think about that lyric from Neil Young from so many years ago, with this explosion of worry from Greece, Spain and now Italy -- as if we really thought it wouldn't get to Italy in the end.

 

The ineluctable chain reaction continues into the dollar and therefore oil. And therefore the stocks that need oil to be lower go down the hardest, in part because they have a lot of gains and in part because they are big in the S&P 500 ($INX).

 

Then, when cooler heads prevail, we see from a simple perusal of the charts that the money flows back into devices, biomedical stocks and of course anything having to do with health care. So a chain reaction having to do with a Greece default leads to further multiple expansions for Bard (BCR), Baxter (BAX) and Becton Dickinson (BDX).

 

It was another choppy week in the stock market...but the internals of the stock market did improve, suggesting that a resumption of the overall uptrend is likely before the end of the month.

By MoneyShow.com May 20, 2011 5:32PM
By Tom Aspray, MoneyShow.com

The current stock rally is clearly becoming more selective, as the industrial and materials sectors appear to have topped out.

Two of my favorite sectors since earlier in the year, health care and consumer staples, are now the darlings of Wall Street, making headlines everywhere from MoneyShow.com to The Wall Street Journal. Though they still look positive, the space may be getting a bit crowded.

The sentiment of the public for stocks seems to be getting more skeptical—only 27% called themselves bullish in a recent AAII sentiment poll, levels not reached since last summer. 

Futures data also indicates that the small speculators are still short, and though “this time might be different,” the small guys are rarely on the right side.

Additionally, a majority of the newsletter writers are looking for a correction. The market generally does what it can to make the majority wrong.
 
Tags: goldoil

A review of developing-market funds continues with a technical look at 2 country-specific offerings that are performing well but aren't heavily favored.

By MoneyShow.com May 20, 2011 1:20PM
By Tom Aspray, MoneyShow.com


Wall Street strategists are now becoming more positive on China, as six of ten institutions are recommending an overweight position. This is in sharp contrast to their views on Chile, which has been out of favor all year.

The experts on the Street have missed an opportunity, however, as one Chile-specific ETF is up more than 18% since the March lows.

Here are two country-specific funds that are performing well but aren’t heavily favored by investors or the Street.
 

The company is pouring money into new investments, and investors don't mind as revenue soars. With video.

By Kim Peterson May 20, 2011 1:11PM

Updated at 5 p.m. ET

 

Salesforce.com (CRM) shares were on fire today after the company reported a first quarter that beat analyst expectations on sales and profit. Shares rose 8% to $146.61.

Don't look at the profit numbers as a reason for enthusiasm. Salesforce.com is spending like crazy, pushing profit down 97% to $530,000 for the quarter, which ended April 30. That's a huge drop from $17.7 million a year earlier. Adjusted operating margin dropped 5% to 11%. The company has made seven acquisitions in the past year and hired 1,400 new employees.

Instead, investors focused on the positives in the quarter. Billings were up 44%, a big hike from 36% just two quarters ago. And sales rose by 34% to $504 million -- higher than the $482.5 million analysts were expecting. Excluding some one-time items, profit was 28 cents a share, which beat expectations by a penny.

Post continues after this video of Jim Cramer interviewing Salesforce's chief executive:

 

The consumer-technology shop plans several broadsides against its rival.

By TheStreet Staff May 20, 2011 12:58PM

By Anton Wahlman, TheStreet

 

Samsung on Thursday night hosted an event in Sunnyvale, Calif. -- in the heart of Silicon Valley -- with senior executives who had flown in from Korea and who laid out several of the technology broadsides the company intends to launch against Apple (AAPL) over the coming year.

 

Samsung entered into a more direct set of battles against Apple in 2010 (Galaxy S smartphone, Galaxy Tab), and that intensified greatly in 2011. The key areas include smartphones, tablets, laptops and even the courts, where Apple has accused Samsung of things such as "trade dress" -- i.e., making several parts of the consumer experience look just like Apple's iPhone and iPad in particular.

 

At Thursday night's event, Samsung's senior executives showed a bunch of slides pertaining to the technologies it intends to incorporate into its lineup over the next year to gain market share in the smartphone and tablet areas in particular. Let's go over them in turn:

 

IMF grapples with disgraced former boss. Research In Motion recalls its Playbook. Vikram Pandit seeks affirmation through Facebook.

By TheStreet Staff May 20, 2011 12:24PM

Here is this week's roundup of the dumbest actions on Wall Street.

 

5. Dominique Strauss-Kahn: A story with no winners

 

To say that the actions of Dominique Strauss-Kahn, the disgraced former Managing Director  of the International Monetary Fund now sitting in a Rikers Island cell, are dumb is a massive insult to the word "dumb."

 

Could Strauss-Kahn possibly have thought, if the charges against him hold true, that sexually assaulting a woman in a $3,000 hotel room reserved and paid for in his name, leaving a DNA trail, then calling Sofitel because he might have left his phone in the room were the actions of a smart man? Or a sane one?

 

Some investors are more equal than others.

By TheStreet Staff May 20, 2011 11:59AM

By Dan Freed, TheStreet

 

LinkedIn (LNKD) doubled on its first day of trading, but most of those profits are out of reach of retail investors.

 

In fact, the only way a retail investor could have gotten a piece of the LinkedIn IPO at its $45 offer price would be to be a hugely profitable client for a full-service brokerage firm.

 

In other words, if you are willing to throw away lots of money by having a full-service broker and paying huge commissions, the broker may "reward" you by throwing you a few shares of LinkedIn. It's a bit like getting a "complimentary" dessert after you've spent $200 per person on dinner.

 

The company raises big bucks in its first debt offering. But why is it panhandling?

By Motley Fool Pick of the Day May 20, 2011 11:52AM

By Rick Aristotle Munarriz

 

There are three stages of response to Google's (GOOG) decision to raise nearly $3 billion in debt this week.

 

The first stage is denial. Why is Google panhandling? The company has $36.7 billion in cash, equivalents and marketable securities. It can't be hard up for cash. Google is crazy!

 

The second stage is acceptance. Google's stock has lost its sizzle, trading 29% below its peak in 2007. A bond offering helps grease the palms of underwriters, ideally leading to favorable coverage. A secondary offering would do the same thing, but disgruntled shareholders would only bellyache about new shares being minted at price points well below all-time highs. Even now, Google is trading closer to its 52-week low than its 52-week high.

 

Wall Street seems to be turning bullish on emerging markets, but the chart action for one of the primary emerging-markets ETFs shows that there’s still cause for concern.

By MoneyShow.com May 20, 2011 11:25AM
By Tom Aspray, MoneyShow.com

Inflation fears have dampened the interest in many of the emerging markets over the past few months. Many investors have also moved to lower risk in their portfolios as we approach the end of QE2.

A recent report from Birinyi Associates detailed how the major Wall Street firms feel about emerging markets. Their analysis showed that the outlook for many of the markets—including China, Malaysia, Singapore, Thailand, Turkey, and Brazil—had improved from earlier in the year. Brazil was the most favored market.

Over the years, I have often found that my opinion has been quite different from that of the big Wall Street firms, and as a result, the almost unanimous bullish outlook for Brazil has me concerned.

I have been closely following the action in the emerging markets, and my volume analysis for several of the emerging market ETFs suggests that the action throughout the next week or two will be critical. The improved technical outlook for the US stock market should be supportive for the emerging markets.
 

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[BRIEFING.COM] Equity indices closed out the month of August on a modestly higher note. The Russell 2000 (+0.6%) and Nasdaq Composite (+0.5%) finished ahead of the S&P 500 (+0.3%), which extended its August gain to 3.8%. Blue chips lagged with the Dow Jones Industrial Average (+0.1%) spending the bulk of the session in the red.

The final week of August represented one of the quietest stretches for the stock market so far this year. The first four sessions of the week produced the ... More


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