Monday, May 27, 2013

Insight into Vito's research

(I really like to use STOCKTWITS for my daily updates on companies and overall market sentiment. But beware of all the BS people put on this board, it def helps you see trends and that is my main purpose for it...
Google finance is awesome, and you can blend companies with industries in the left column where they offer a market comparison chart..
Yahoo finance is also really good, cant go wrong..
FINVIZ is great for following updated news reports. they have a news tab that really keeps you informed about major economic indexes and movements across the world..
 KEY NOTE- always keep an eye on what is happening in Japan and China, more so japan right now, ( ETF : $EWJ) They are generally a correspondent to the yield and performance in the world market. This particular fund seems to move very very according to the world market, the first thing i do in the mornings is look where this fund is performing..

Vito's Pick of the Week: May 27, 2013



This time of the year is a good time to focus on working in restuarants to build cash, create relationships and diversify, while waiting for tactical moves to make in the market whilst 'sales' start to arise. I think we will continue to see an upward trend and this will be a much stronger than usual summer where markets die down a bit. I am looking for 'sales,' in natural gas and upcoming markets (organic food distributors, tech niche companies ( touch screen manufacturers etc etc..) Also, I am hoping to get that real estate license this summer. . well see..

Here is my list:
Food Prospects: $$HNR . $WWAV $RAD $CVS
Gas/ Oil etc- $ED   .  $SLW $CHK $COG
Finance/ Mortgage- $$AIG $FNMA $FMCC $MBIA $OCN $WFT $V
ETF -  $QQQ $$SPY
Tech- $MSFT $SCTY $UNXL - super on sale, got oversold huge on their last report, they manufacture touchscreen displays and have contracts w apple.. $AAPL - i think its oversold and everyone will soon get off their high horse and bring it back up into at least the 500's...
**Wildcards- $SIX ( six flags, GREAT ex-dividend of 4.3%, company is not going anywhere, good graph etc) and $SEAS ( sea world had there ipo about three months ago, graph looks great, company is on sale still, they will be a $70 company soon enough. I think these companies will become more attractive with the new world money coming into U.S markets. naturally investors will attract to companies like seaworld, six flags, and i would put Disney on this list as well..
$DIS - Disney reported a 32% increase in profits and is managed by mickey and minny.. soo.. :) $MGM ( yes mgm grand, $CZR too while your at it, these guys have room to grow, vegas is coming back and the market will soon pay them a nice big visit IMHO.
$$OSH - orchard supply hardware, on sale, possibly debt ridden but a comeback in the housing sector makes them very very inticing, price is cheap and they were up 15% on friday..
$TA - travel center of america, very cheap and a lot of room to grow , good long term hold..
BIO- I really like this company $NBIX for my Bio-Pharm call, they have great insider buying recently and are moving up against their competitors, they have 3-4 news releases coming up with neuro-bio research medicine coming to the market.
Also, like $ACAD, they are proven to move very very well once they release news, and also have news coming out this year..

Saturday, May 18, 2013

Vito's Pick of the Week: May 20, 2013


May 18, 2013

 

The market conditions right now portray signs that our economy is not only in wind of a comeback, but that our future intends to hold a momentum like a cheetah on a gazelle before sunrise after months of starvation in Western Zimbabawe. The stock market has closed at all time highs the past 4 weeks in a row. That is not a weak sign of economic insight, to say the least. The question is, how do we ‘play it safe ,’ while still holding good positions that will give us good returns.  My picks for this year include Mortgage Companies (FNMA) (RDN) (MTG) that hold great Hedge Fund sentiment and overall strong Stochastics, along with my two favorite tech picks (MSFT) (RVLT) that show signs of upward movement, 1 consumer goods company (KORS) that is dominating women’s fashion, and a credit card company that continues to show itself as the markets bulldog (V). 

 

My pick for this week (May 20-24) lies in the Mortgage Industry, showing a 40% increase just this past week is Fannie Mae (FNMA).  Being the hegemony of the Mortgage Business, one cannot doubt to say that FNMA is not ready to reclaim its thrown, and the data to support this claim is endless. Since 2007’demise, it has been considered such a ‘penny stock,’ that most investors have stayed far away, but, this past weeks performance alone is just the beginning of what I see to be a 300% increase, this time next year. Factually, Fannie Mae is clearing up their debt with the National Gov’t 20% faster than expected and has a great position for improvement with the support from other ‘comeback’ companies like AIG, GNW,RDN, MTG, to name a few. Consumer Sentiment is the highest it has been in 6 years, jobless claims are lowering month by month, and the Home Prices are evening out from there highs in 07’, and more recent lows in 11’-12’. Overall, the Housing Recovery is not only real, but staying away from an investment opportunity like this one, may be the worst mistake you could ever make.  Stay tuned for more date on my weeks pick.