Monday, February 28, 2011

Stock Idea: Tiffany & Co. (TIF, $61.50)

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Tiffany & Co. (TIF)
is engaged in designing, manufacturing and retailing of fine jewelry and other luxury items throughout the world.


Tiffany pays a dividend of $1.00 per share, which yields 1.62%. The PE is 21.4 based on projected 2011 earnings of $2.87 per share. Consensus EPS growth is projected to be 43%, 14% and 14% for fiscal years 2011 through 2013.

Tiffany's stock history shows wide trading ranges which slowly climb over time, with lots of opportunity to make money within those trading ranges. The stock has recently climbed to $64. I would be a buyer at $57, and would expect the stock to continue an upwards climb this year.

Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also managesGoodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Saturday, February 26, 2011

Defeat SB 126: Instate Tuition for Illegal Aliens in Colorado

Last year, Colorado legislators, with the help of Tea Party, American and Republican patriots, defeated a bill which would have given in-state tuition rates to illegal aliens. Guess what? Democrat legislators are trying once again to aid and abet illegal aliens, even though they're sworn to uphold the Colorado Constitution for Colorado citizens!

This bill is SB 126, Instate Tuition for Illegal Alien Colorado Residents, or "ASSET". SB 126 has cleared the Senate Education Committee on Feb. 17 and the Senate Finance Committee on Feb. 22. Next, it goes to the Senate Appropriations Committee.

Do you understand that for every illegal alien who is admitted to a Colorado college or university, a Colorado citizen and taxpayer will be denied admission?!

Take Action! Just as we did last year, you can stop this bill from becoming law by contacting the Democrat legislators on the Senate Appropriations Committee. They are listed at the end of this blog post.

Take Additional Action! Send this link to your friends who are beginning to see that citizen patriots CAN make a difference. If you need to, sit by their side while they send the email or make the phone call. The first one is scary for people who've never done it before, yet it's very easy. Afterwards, your friend will be exhilarated, and inspired to help us take back the Republic!

Contact these CO Senators and tell them "no on SB 126":

Sen. Morgan Carroll
, D-Aurora;
Cap: 303-866-4879
E-mail: morgan.carroll.senate@state.co.us

Sen. Lois Tochtrop, D-Adams County
Cap: 303-866-4863
E-mail: lotochtrop@aol.com

Sen. Linda Newell, D-Littleton
Cap: 303-866-4846
E-mail: linda.newell.senate@gmail.com

Sen. Cheri Jahn, D-Wheat Ridge
Cap: 303-866-4856
E-mail: cheri.jahn.senate@state.co.us

from Jan Herron; edited and reprinted by Crista Huff

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also managesGoodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Colorado Senate Republicans' Letter To Democrat Lawmakers

a reprint from www.ColoradoSenateNews.com


Senate Republican’s Letter To Democrat Lawmakers
Submitted by admin on Fri, 2011-02-25 14:08
February 24, 2011

AN OPEN LETTER TO SENATE PRESIDENT BRANDON SHAFFER AND OUR DEMOCRAT COLLEAGUES


President Shaffer and Fellow Legislators:

Senate Republicans have joined Governor Hickenlooper in a bipartisan effort to encourage job creation and economic growth in Colorado. We have offered numerous bills to reduce taxes and burdensome regulations that discourage business expansion. But after six weeks of seeing these bills killed by Democrat votes, we have to ask, where are our Senate Democrat colleagues in this struggle to revive the Colorado economy?

The bipartisanship the Governor has called for takes two parties, and so far in this legislative session, one of them is AWOL.

For example, Democrats voted in lock-step against the following tax-reduction and business cost-reduction measures:

- SB11-098 to phase out the business personal property tax;
- SB11-071 to reduce energy costs;
- SB 11-073 to reverse tax increases on businesses and families;
- SB11-026 to exempt new business property from the personal property tax;
- SB11-118 to strengthen legislative oversight of agency rule making;
- SB11-095 to repeal the FASTER fees except for the amount needed to finance bonds already issued.

None of these bills will be debated on the floor. None will reach the governor’s desk for his consideration.

We ask that you put aside partisan interests and join the Senate Republicans in a genuine attack on business taxes and regulatory compliance costs so that Colorado businesses can invest in business expansion and new jobs. Promises are easy. It’s now time for action.

Sincerely,

Mike Kopp
Senate Minority Leader
District 22

Bill Cadman
Assistant Senate Minority Leader
District 10

Mark Scheffel
Senate Republican Caucus Chair
District 4

Scott Renfroe
Senate Minority Whip
District 13

Kevin Grantham
State Senator
District 2

Ted Harvey
State Senator
District 30

Keith King
State Senator
District 12

Steve King
State Senator
District 7

Kent Lambert
State Senator
District 9

Kevin Lundberg
State Senator
District 15

Shawn Mitchell
State Senator
District 23

Ellen Roberts
State Senator
District 6

Nancy Spence
State Senator
District 27

Jean White
State Senator
District 8

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also managesGoodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Friday, February 25, 2011

Stocks I Purchased Today: Wellpoint (WLP, $66.38) and General Dynamics (GD, $76.02)

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Today I had some free cash in my stock portfolio account. I typically buy the same dollar amount of each stock, and I do not "double down" if a stock drops in price, nor do I buy more if the price his risen. I simply buy additional stocks, to increase diversity and therefore lower my overall portfolio risk.

First, I went through the list of stocks which I'd recently recommended, which were currently near good buy prices. Those included GD, WLP, JNJ, KFT, PRU, C, MCD, YHOO and AMAT. Then I reviewed their charts and dividends, to see which looked better than the others today. Those included PRU, KFT, WLP, YHOO, and GD.

Next I reviewed the industries in which I'm already invested. I'm overweighted in technology (computers, software, telecom) and consumer staples (cigarettes, toilet paper), and strong in finance (banking, credit cards), so I eliminated Prudential (PRU -- insurance), Yahoo! (YHOO -- online media/technology), and Kraft (KFT -- packaged foods).

I was left with Wellpoint (WLP -- health insurance) and General Dynamics (GD -- aviations; weapons). I chose Wellpoint over Prudential in the insurance category because Wellpoint looks like I can make a bigger percentage gain. They each pay decent dividends (WLP 1.5% and GD 2.2%). Those are the two stocks I purchased today.

I expect to sell Wellpoint near $90 and General Dynamics near $91, and I'll use stop loss orders to protect me on the downside. I do not fall in love with stocks and keep them forever. I invest to make money, then sell the stocks and move on to other stock opportunities. If stocks went up consistently, I'd keep them long-term. But stocks move in fits and starts, sometimes throwing more fits than an investor has the stomach for. I simply want to catch an upswing over the next few months, and make money.



Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also managesGoodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Thursday, February 24, 2011

Stock Idea: Tenaris S.A. (TS, $44.37)

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Tenaris S.A. (TS)
serves oil, gas and engineering companies by providing welded steel pipes, rods, equipment and raw materials. The stock is down a bit this week based on Libyan unrest, yet CEO Rocca said, "the region generates about 2% to 3% of overall sales, so the financial impact will be limited." Read more at FoxBusiness.

Consensus earnings per share (eps) are projected to increase 46% and 26% for fiscal years 2011 and 2012. The PE is 15.8 based on 2011 eps, which is rather low vs. the earnings growth, and the dividend of $0.68 yields 1.53%.

Tenaris stock crashed from a high around $71 right before the financial meltdown of 2008 to a low around $18. The share price has been recovering steadily for two years now. Traders should be prepared to buy at $43 and sell as it retraces a recent move above $49.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also managesGoodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Wednesday, February 23, 2011

Stocks to Buy in the Face of Market Weakness

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Stocks are lower as Libyan unrest pushes oil prices upward. (How about if we drill for oil on American soil so that we're not constantly at the beck and call of the Middle East? Gee, what a concept!)

With this week's stock market downturn, we have an opportunity to buy some good stocks while they are lower in their trading ranges. Here are some stocks I recommended recently which are again near a good purchase price, and the dates of their blog posts.


Fifth Third Bancorp, Jan. 23
General Electric, Jan. 24
Sanofi-Aventis, Jan. 25
General Dynamics, Jan. 26
AT&T, Jan. 27
Wellpoint, Feb. 2
Johnson & Johnson, Feb. 3
Kraft, Feb. 9
Prudential, Feb. 9
Yahoo!, Feb. 11
Citigroup, Feb. 17
McDonalds, Feb. 18
Applied Materials, Feb. 22


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Tuesday, February 22, 2011

My Letter to the School Principal

Dear (School Principal),

I drove up to RCHS this afternoon at about 4:10 PM. I entered the parking lot slowly, because there were two girls in my path. They appeared to have been out exercising, possibly running for a track team. As they walked toward the school, one of them took off her shirt. At that point, all she wore on top was a bra. Not even a sports bra, as if that should make much difference, but a decorative, attractive bra.

I am 51 years old. Do I need to explain how appalled I was? Because believe me, I could go on for paragraphs.

Instead, I will simply ask you and the coaches to enforce some sort of dress code. I have frequently seen the girls and boys jogging along the local roads, many boys without shirts on, and some girls in sports bras. "In my day", I would have found this extremely titillating, as I imagine today's youth also sees it. The difference was, we had more social mores in those days, and thus higher standards of dress, to prevent children from being encouraged toward promiscuity. Frankly, I don't even think it's appropriate for the boys and girls to be exercising together, specifically because teenagers can be rather easily obsessed with sex, and it's our job as adults to help keep that in check.

When people ask me about Douglas County Schools, this is one of the things I would have to cite in the "negative" column, yet it's easily fixable. You simply lay down the law. What parent is going to protest and say, "No, I want my daughter half naked in front of the school body!" No parent will say that.

Please address this problem. Our country is looking for leaders who will take a stand against the filth that has permeated our society. Please be that leader.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

A Political Idea to Share*

1. Share this Dennis Prager editorial with your friends:

A Speech Every American High School Principal Should Give


2. Share this news article with your friends:

An Open Letter To TSA From An Angry Middle-Aged White Woman

http://redwhitebluenews.com/?p=12768


3. Share this article about President Obama's links to socialism and communism with your friends:

Obama Gives Nation's Highest Honor to Socialist Activist
from World Net Daily

"He has opened the AFL-CIO to participation by delegates openly linked to the Communist Party, which enthusiastically backed his ascent. The U.S. Communist Party [CPUSA] says it is now 'in complete accord' with the AFL-CIO's program. 'The radical shift in both leadership and policy is a very positive, even historic change,' wrote CPUSA National Chairman Gus Hall in 1996 after the AFL-CIO convention."

http://www.wnd.com/index.php?fa=PAGE.view&pageId=229973


4. Watch this funny video, then share it with friends:

http://www.youtube.com/watch?v=zNZczIgVXjg


(*See the subsequent blog post, "How to Spread the Patriot Movement to People Who Would be Pro-Freedom and Pro-Constitution if they Stopped to Give it Some Thought", for additional ideas on sharing political news in order to increase political awareness amongst our fellow Americans.)

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.



How to Spread the Patriot Movement to People Who Would be Pro-Freedom and Pro-Constitution if they Stopped to Give it Some Thought

Patriot groups and events exist abundantly across America, but their reach is limited to people who are paying attention to America's political landscape. Patriots are making a dent in the trend toward liberal legislation by alerting Americans to the dangers of Socialism. We read the news that other Americans don't read and we take successful legislative action that other Americans are oblivious to. Our successes, however, would make more of an impact if there were more Americans getting involved.

How can we engage our fellow Americans in political thought in a casual way without threatening that our relationships with them must become "political"?

Here are some easy ideas:

1. Facebook: You have a Facebook account, filled with neighbors, relatives, friends, school parents, co-workers, people from church and more. You read political posts, but you do not comment nor re-post for fear of offending some of these people.

Take action: Find the most outrageous of the political posts (e.g. stories about TSA agents patting down three-year-olds but exempting Muslim women) or casual semi-political posts (surveys, news items) or amusing political posts (Rep. Hank Johnson worrying that Guam could tip over and capsize) and re-post them. Just do this occasionally, not every day. If you do this too often, your friends will "hide" your posts, and you've lost the advantage in giving them news which can wake them up to the political goings-on in America.

Take additional action: Make brief political statements on your Facebook posts which are very hard for anyone to argue with, like this:

"I have two siblings who can't afford health insurance, and one who doesn't want to buy health insurance, even though he can afford it. Do you know that Obamacare forces all of them to purchase health insurance at risk of being fined or jailed?! Can our government do that to us?"

"Do you know that American Muslims are exempt from being forced to purchase government health insurance, a.k.a. Obamacare? Why do Muslims get an exemption, but Jews and Christians do not?"

If you have FB friends who get upset over these things, come on, you already knew they were a bit wacky, yes? Our goal is not to convince EVERY person that America is in trouble: our goal is to convince MORE people that America is in trouble. When people force us to put up with their long-term dysfunction, it is not our job to endlessly cater to their sensitivities. But it IS our job as Americans to protect our country from threats, both external and internal. When Congress forces us to purchase health insurance or else be fined or go to jail--and such a law is literally illegal as per the Constitution--it is quite fair to say that America is being threatened internally, and the people need to rise up and say, "No!"

2. Start sending out a brief political email once every week or month. You might include one news article, one upcoming event, one idea of phoning a Congressman to support/protest a piece of legislation, and one piece of factual information to get people thinking--a quote from the Bill of Rights or a Founding Father or a legislator or a precocious child. Ask your friends to feel free to forward it, or send you additional names for the mailing list. Keep the editorializing to a minimum. The more brief the email, the more likely the recipient will glance through it and stop to read one piece of it. Put all the recipients' names in the BCC area of the email so as to respect their privacy.

There are many ways to be effectively involved in the Patriot movement; everything from offering graphic design services to a legislative candidate to attending meetings to reading books. But if you are a bit outgoing, this idea of spreading political awareness from person to person can work well. I started doing this by email, and the distribution list grew to 800 people within 18 months, with many of those folks forwarding the email to their personal networks. Then I joined Facebook, and that "friend" list grew to 1400 people. Even if you reach only 20 people, you have made a significant impact in raising awareness that our liberal politicians are aggressively pushing our country in the direction of socialism. Even most Democrats do not agree with that idea.

Please leave a comment with your phone or email if you'd like to run ideas by me and ask questions. It is my goal to save the Republic from those who would bring on fiscal destruction, take away our liberties, and punish success. The participation of thousands of individual Americans puts this goal within reach. Join us!

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also managesGoodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Stock Idea: Semiconductor Capital Equipment Stocks

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Today Morgan Stanley research covered the Semiconductor Capital Equipment industry. Morgan Stanley is more bullish on the industry than the street is, and having worked there, I'll go with Morgan Stanley research over the street any day of the week.

"While most view 2011 as a cycle peak, we expect equipment spending to remain elevated through 2011-12 on rising capital intensity and higher smartphone plus tablet unit demand. We think group multiple still has room to expand trading at 10x MS CY11 estimates versus historical trough average of 13x, a discount we think is unwarranted given our rising capital intensity view. Our top ideas are AMAT ($16.46), LRCX ($56.10) and ASML (€32.15)." -- Morgan Stanley & Co. Inc. and Morgan Stanley & Co. International, February 22, 2011.

What this paragraph says to the novice is that Morgan Stanley analysts expect these stocks to do well because (a) there is more of a demand for the products than Wall Street is currently expecting and (b) the price/earnings (PE) ratios are lower than normal on these stocks. PE ratios are a key valuation measure.

Let's look at the three stocks mentioned in the research.

Applied Materials, Inc. (AMAT, $15.72) -- The PE based on 2011 projected eps of $1.27 is 12.38. There is a dividend of $0.28, which yields 1.78%. This stock suffered repeatedly during the last decade, topped off by the financial meltdown of 2008. It's a good buy right now, with $15. per share about the best price you're going to get, barring unforeseen bad news. Expect some upside resistance at $18, $20 and $22.

Lam Research Corp. (LRCX, $54.34) -- The PE based on 2011 projected eps of $5.93 is 9.2. Based on trading patterns, and a previous high of approximately $60, I would watch for a pullback to $47, then buy the stock, and definitely sell as it approaches $60.

ASML Holding N.V. (ASML, $43.61) -- The PE based on 2011 projected eps of $3.67 is 11.9. There is a dividend of $0.458 per share, which yields 1.05%. After a decade of trading up and down, ASML broke out of that trading range this past fall. There is strong support at $36. I would be please to buy this stock on a pullback to $38, then use stop loss orders to protect my profits as it rose again.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also managesGoodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

Sunday, February 20, 2011

Recently Recommended Stocks: What to Do With Their Price Increases?

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

DeVry Inc. (DV)
is up from $47.38 to $55.18 since I recommended it on January 25. I had suggested selling at $60. Since that time, eps estimates have risen for the 2011 fiscal year, and the stock continues to climb toward $60. A cautious approach would be to sell at $59 and/or to put in a stop loss order at $52. There's a good chance that the stock will approach $60 and bounce back down towards $50, at which time you can buy and trade it again.

Air Products and Chemicals Inc. (APD) is up from $85.77 to $94.96 since I recommended it on January 31. Cautious investors can put in a stop loss order at $88. Traders can sell at $100, and possibly see the stock bounce to $90 for another trading opportunity.

Walt Disney Co. (DIS) is up 10% and reaching new highs since I recommended it on February 2. I would suggest letting that one ride.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

"You know when Castro took power, none of us knew he was a Communist."

I received this via email without a reference to the author. After googling it, and finding it reprinted many times, I have the impression that it may have been written by Floyd and Mary Beth Brown, but I cannot be sure. -- Crista Huff

* * * * *

"This past July, we had the pleasure of sharing a summer barbecue with a refugee from Cuba. Our dinner conversation was starkly different than most.

This refugee came to the United States as a young boy in the early 1960’s. His family was more fortunate than most as they were able to bring a suitcase and $100 when they fled Castro's newly formed revolutionary paradise.

Our dinner consisted of all-American fare: hamburgers, potato salad, watermelon and fresh ears of sweet corn. This is a menu shared with family and friends nationwide, while celebrating the birth of our beloved America on the Fourth of July.

We began with a simple discussion about our country and the direction it has taken since Barack Obama came to power. We shared the usual complaints about the sour economy and liberal social engineering emanating from the rulers in Washington.

But then he said it. The sentence came naturally. I assume it was unplanned. But it carried the weight of a freight train. "You know when Castro took power, none of us knew he was a Communist."

We sat stunned. He continued, "Yes, we all thought he was a patriot, a nationalist. Before the revolution he didn't sound like a radical."

The comparison at this point was easy, and I interjected, "You mean just like Barack Obama?" He responded, "Yes, just like Barack Obama."

He continued, "We were all shocked as the government just continued to grab more power. First they said the revolution is over, so please turn in your guns. We all complied."

"I remember my uncle saying after it started, 'Castro will only nationalize some of the big industries, he will never come and take our family hardware store. 'But that is exactly what happened, Castro started with the sugar mills and the large industries, but they eventually came and knocked on the door of our family hardware store. My family had run this store for generations. They said we now own the hardware store, you work for us. And that nice, large four-bedroom home you own, it is now our property also, and you can move yourself and five children into two rooms of the house because others are moving in with you."

The lesson learned from this discussion is a lesson most Americans refuse to hear. Political leaders can lie about their agenda and once in office they can take totally unexpected turns.

If you had asked us three years ago if we thought General Motors would be nationalized, we would have never believed it. We could never contemplate a country where the rule of law, the most fundamental building block of a justice society would be evaporating just like it did in Castro's Cuba in the early 1960s.

But the news of injustice keeps increasing. Black Panthers are not charged with wrongdoing by the U.S. Department of Justice because their crimes are against whites. The bondholders of GM are stripped of their assets without due process by the government. Governmental leaders are bribed in full daylight only to have all investigation of the crimes stifled by the Attorney General. The U.S. borders are overrun with crime and illegal activity and the leaders in D.C. act as if it is important to protect the lawbreakers while the innocent are killed and overrun. When local communities attempt to enforce the law, they are ridiculed and threatened as racists and bigots. They are sued by the very administration entrusted with enforcing the law.

Without the rule of law the U.S. Constitution is a sham. Without the rule of law our beloved America is swiftly becoming a country where only the well connected and politically powerful will be safe. As Michelle Malkin has so eloquently explained in her recent book, a culture of corruption has replaced honest government.

The only way this problem will be fixed is by massive citizen action. All honest citizens that want to be treated equally must come together and demand that the favoritism, the bribes, the uneven enforcement of law end now. And yes, it can happen here."

* * * *

Friends, the way to fight the fiscal and Constitutional demise of our Republic is to join a liberty group and take action. This would be any group with the words Tea Party, liberty, patriot or 9.12 in the title. These groups exist to save the Republic. If you have heard that they are about abortion or racism or anything except fighting the debt and spending which are destroying our country, and fighting to uphold the Constitution, you have been ill-informed. The easiest way to prove this is to show up at a meeting or sign up for their emails. The liberty groups are saving our country FOR YOU. Please help them do it!

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

Friday, February 18, 2011

Stock Idea: McDonald's Corporation (MCD, $75.98)

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

McDonald's Corporation's restaurants can be found in 100 countries worldwide.

Despite the company's size, McDonald's experiences annual earnings per share (eps) growth. For fiscal years 2011 through 2013, eps are expected to grow 8.9%, 9.7% and 9.3%. The price earnings ratio, based on 2011 projected earnings of $5.02 per share, is 15.1.

The dividend of $2.44 per share yields 3.21%. The ex-dividend date is February 25th. Owners of the stock PRIOR to the ex-dividend date will receive the upcoming dividend payment. Owners of the stock ON or AFTER the ex-dividend date will receive the subsequent quarterly dividend, but not the current quarterly dividend.

McDonald's stock went down, like most stocks did, prior to the Gulf War in 2003; but curiously, it did not fall precipitously, nor even break below its trading range, during the financial meltdown of 2008. This shows a stock which investors are loyal to; which they do not panic and sell. For people who want to own a lower-risk stock, McDonalds is a wonderful choice. The beta is 0.40. Beta is a risk measurement, and numbers below 1.0 are generally considered "lower risk stocks".
"The beta is a measure of a stock’s price volatility in relation to the rest of the market." -- www.stocks.about.com (learn more here)

McDonald's stock has recently been on an uptrend, trading between $73 and $80. I would be very comfortable buying at the current price, receiving the quarterly dividends, and watching the stock reach new highs later this year. It may not do so, but for traders and investors who would be happy to earn 10-25% total return this year, there is a good opportunity to earn money this year with McDonald's stock.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

Wednesday, February 16, 2011

Stock Idea: Comcast Corp. New (CMCSA, $24.95)

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Comcast Corp. New (CMCSA)
is a provider of video, high-speed internet and phone services, serving 39 states and the District of Columbia.

Projected consensus eps growth is 17.6% and 17.0% for fiscal years 2011 and 2012. The dividend is $0.378 per share with a yield of 1.52%. The price/earnings ratio is 17.0, based on the current share price, and 2011 projected earnings of $1.47 per share.

Comcast stock has spent the last ten years traing between $13 and $29. Barring unforeseen market disruptions, it's likely to trade between $22 and $29 this year. Any investor who buys around $22/$23 and sells near $29 could be rewarded with a 20-30% return this year.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

Tuesday, February 15, 2011

Stock Idea: Lorillard Inc. (LO, $77.47)

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Lorillard Inc. (LO)
manufactures Newport cigarettes and other tobacco products in North Carolina.

Projected consensus earnings per share are expected to grow 9.9%, 10.3% and 10.9% during fiscal years 2011 through 2013. The dividend is $4.50 per share, with a yield of 5.8%! The low price/earnings ratio is 11.5. Ladies and Gentleman, Lorillard is what is known as a value stock.

The stock recently spent a year trading in the $72 to $80 area, then briefly launched close to $90 before promptly falling back down to $74. I think the stock could reach $83 pretty easily near-term, barring any unusual corporate or stock market events, and with a little patience, an investor could be rewarded with a retracement back to the $90 area.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

Monday, February 14, 2011

Wall Street Reviews My Recent Stock Posts

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Here are some articles on stocks I've recently posted. If the articles encourage you to consider buying one of these stocks, go back to the original post and review the buy price or trading range I discussed. Send me a comment if you have questions. (I won't print any comments which say "private".)

Cramer's Lightning Round - UPS is Killing Me (2/9/11)

UPS (UPS), FedEx (FDX): "UPS is a company my charitable trust sold in high $60s... it is just killing me...this stock is going still higher, even from $74...I think it is still a buy. One of the great American companies. I wish the charitable trust still owned it. FedEx (FDX) is terrific...I happen to like UPS more. It is cheaper, but I like both companies."

(refer to my Jan. 27 and Feb. 1 posts on United Parcel Service)


Expect 100% Returns From These Stocks

This Motley Fool article mentions Walt Disney (DIS) and Philip Morris International (PM). Refer to my stock reviews from February 2, 7 and 8.


Is Sanofi-Aventis the Perfect Stock?

This Motley Fool article reviews Sanofi-Aventis (SNY), which I also posted on January 25.


Growth or Value? O'Shaughnessy Method Generates Big Returns Using Both

This article from Seeking Alpha recommends AT&T and Sanofi-Aventis, which I reviewed on January 25 and 27.


Five Bullish Financial Stocks

This article from Seeking Alpha includes a recommendation of Fifth Third Bancorp (FITB), which I reviewed on January 22.


Sixteen Stocks to Play When Inflation Hits
Includes a recommendation of WellPoint (WLP) which I reviewed on February 2.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.

Friday, February 11, 2011

Stock Idea: Yahoo! Inc. (YHOO, $16.85)

(May 16, 2011 update: All future stock posts will appear on my new subscription-only website at www.GoodfellowLLC.com. Please visit!)

Yahoo! Inc. (YHOO)
is an online media company. Yahoo benefits from a trend for companies to increase the portions of their advertising budgets which they spend online.

Yahoo is expected to take a brief drop in profit in 2011, then increase profit again in 2012 and 2013.

The stock price is recovering slowly from the financial meltdown of 2008, at which time it hit a low of $10 per share. Then Yahoo stock settled into a trading range of roughly $14 to $18 per share. It appears ready to climb again. I would buy now, and then protect my profits with a stop loss order, raising that periodically as the stock price rises.

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The Right Huff is Crista Huff's blog for politics and items of sociological or financial interest. Crista Huff also manages Goodfellow LLC, a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.


Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.TheRightHuff.blogspot.com and me, Crista Huff, harmless and to completely release www.TheRightHuff.blogspot.com and Crista Huff from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

I am not paid to promote nor disparage any investment. My recommendations are based on hypothetical situations of what I would do, not advice on what you should do. The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Investments are risky, and can go down in value. Past investment results are not indicative of future returns. I am not a licensed investment advisor nor a tax advisor. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment. This is not a solicitation to buy or sell any security.