Jim Cramer Says Celgene is Better Than Pfizer

Jim Cramer stated that Celgene is better than Pfizer. In case you want to know the reason,  Insider Monkey created a post for you with regards to "Jim Cramer Says Celgene is Better Than Pfizer". Jim Cramer is the host of the popular “Mad Money” show on CNBC. He is famous for making big bold calls, liking momentum stocks and preferring dividend yielding stocks. On his show November 16, Cramer discussed the importance of looking beyond company metrics, using Celgene (CELG) as an example.

CELG is a fast growing biotech company. Cramer used the company as an example to illustrate the importance of paying attention to a company’s metrics as well as its future prospects. Cramer compared CELG to Pfizer (PFE). He explained that PFE is selling at 8.6 times next year’s earnings while CELG is selling for 14.5 times its earnings, so PFE appears cheaper, but Cramer says you have to look deeper. In this case, PFE has a 4% dividend yield but lacks growth. "That's why when we're playing in pharmaceuticals, I'd prefer to go with a fast growing biotech firm like Celgene," Cramer said. "While Celgene has a higher multiple than Pfizer — selling for 14.5 times earnings — it also has a much higher growth rate, which is why this stock is the cheaper of the two." In fact, because of its high growth rate (25%), Cramer said that CELG could be the least expensive growth stock he is following right now. CELG closed Wednesday at $64.87 with a one-year growth estimate of $75.70. Bain Capital’s Brookside Capital is a fan of CELG.

Please visit Insider Monkey to know more about Jim Cramer.

4 Stocks from Jim Cramer’s Nov 17 Mad Money

 Jim Cramer, the host of Mad Money had its stocks last November 17. For the recap, Insider Monkey give us details about "4 Stocks from Jim Cramer’s Nov 17 Mad Money".

Jim Cramer is the host of the wildly popular “Mad Money” show on CNBC. He is famous for making big bold calls, liking momentum stocks and preferring dividend yielding stocks. On his show November 17, Jim Cramer discussed several stocks. Here is a list of four of those stocks, discussed in detail:

Questcor Pharmaceuticals (QCOR) is a rapidly growing biotech company. It specializes in drugs for the treatment of multiple sclerosis relapses, infantile spasms and various kidney disorders. Cramer is very bullish about this stock. Unlike many of the stocks Cramer recommends, QCOR has a huge P/E ratio of 50.21 and does not pay a dividend, but scraping at the surface more deeply, we can see why the stock may be underpriced. For one, its forward P/E is just 22.16. QCOR also has quarterly revenue growth of 91.30%. On Thursday night’s show, Cramer explained, “Questcor’s most recent quarter was spectacular, causing the stock to pop 20 percent on the news,” he said. “Even though the stock has run, it’s still cheap here on a growth basis, selling for 23 times earnings with a spectacular 42 percent growth rate.” QCOR closed trading Thursday at $41.22. Analysts expect the stock will hit $45.75 in the next year. Robert Rodriguez and Steven Romick’s First Pacific Advisors likes QCOR. Just go to the site of Insider Monkey to see m

Jim Cramer on Gold

Jim Cramer had said something about gold as well as with regards to other issues including the recession. Insider Monkey has provided us a blog about "Jim Cramer on Gold".

Jim Cramer, host of “Mad Money,” took sometime on Monday night’s show to explain the recession, the role of the Eurozone in the U.S. economy and how gold comes into it all. His comments came after Europe’s sour outlook drove share prices down on Monday, as well as commodity prices. Fund managers were just as bearish. In the third quarter, fund managers Barry Rosenstein, of Jana Partners, and John Paulson, of Paulson & Co, cut their stakes in gold.

Cramer, however, was not swayed. “The vicious decline in gold is signaling the collapse of the current financial order, an order that’s based on printing money to cover up problems,” said Cramer. “Almost everything will be worth less, and you can see the value of property declining immensely in Europe. In that scenario, everybody’s saying, ‘No inflation? You’ve got to sell your gold.’” Cramer says otherwise. “In other words, right now gold is saying it cannot be used as a safe haven in a deflationary environment, even as gold has always held its value in times of political and economic turmoil,” explained Cramer. “That’s why I think gold’s current direction will turn out to be wrong.” Should you want to know more about gold, please visit the site of Insider Monkey.

Jim Cramer Changed His Mind on These 6 Stocks

Jim Cramer had made changes in his mind with regards to some stocks.   Insider Monkey shares us "Jim Cramer Changed His Mind on These 6 Stocks" to read on.
Jim Cramer is the host of the wildly popular investment show “Mad Money.” On his December 12th show, Cramer talked about themes that were working in today’s market. “You have to be clever about what this market really wants,” he said. “Risk on, risk off is for the non-homework doing gunners who will far more than likely make no money at all.” Point in fact, there was a variety of food stocks that were disappointing quarter after quarter, but now these “disappointers” are starting to come back.

 Cramer says the following companies are doing better because their commodity costs are coming down. “It tells you that a European slowdown doesn't make all stocks unattractive … it actually makes some stocks more attractive than others, like the food group,” he said. “Especially since many of these companies have put through price increases that are sticking at the same time that the raw costs are coming down.”  For more information about Jim Cramer, go to the website of Insider Monkey.

7 Best Long-Term Stock Picks by Morgan Stanley

Morgan Stanley had already chosen the best long term stocks.  To know them all, Insider Monkey gives us the full info about "7 Best Long-Term Stock Picks by Morgan Stanley".
Morgan Stanley Research analysts published a report titled “50 for 2105”on Dec 15, 2011. They have chosen Morgan Stanley’s (MS) top stocks for 2015 by trying to identify companies “whose business models and market positions would be increasingly differentiated by 2015”. In choosing these long term investment ideas they have looked for “best franchises” and not just undervaluation. In filtering these stocks the focus was on sustainability of “competitive advantage, business model, pricing power, cost efficiency and growth”.

From these 50 chosen stocks, we will discuss 7 long-term stock picks by Morgan Stanley in this article. Please go to the official website of Insider Monkey for the top picks of Morgan Stanley.

Business Software & Services Companies Hedge Funds are Buying

Hedge funds are buying some of the business software & service companies. For you to be knowledgeable about them, Insider Monkey made a blog posting about "Business Software & Services Companies Hedge Funds are Buying". for us to read on.
Hedge funds can be invested in companies for all sorts of reasons. Usually, “monkeying” hedge fund managers’ top purchases is a fairly sound investment – after all, these people have teams of people studying the market. Hedge funds also report their holdings once a quarter, so it is easy for do-it-yourself investors to follow along.

The only thing is that, when they report their holdings, it is just a snapshot of what positions they hold at the end of the previous quarter, whether they intend to hold those stocks for 10 days or 10 years. So, to get an idea whether a stock is really worth the investment, it can be a better idea to pay attention to what hedge fund managers are doing across the board, especially as it relates to a complicated and constantly changing industry like business software and services. You may please proceed to Insider Monkey to read the complete post about business software & services companies.

8 Mega Cap Companies with Dividends Over 2%

Do you know what are the mega cap companies having over 2% of dividends?  Insider Monkey wants us to know about them that is why "8 Mega Cap Companies with Dividends Over 2%" was made.

Mega cap companies are those with market caps higher than $100 billion. They tend to be leaders in their industries and traded with enough volume that a momentum buy or sell is almost possible, even if the company itself is not volatile – but they aren’t all made the same, so to speak. Many mega cap companies pay dividends in addition to the type of returns normally offered by an equity investment, like the ones on this list. Each company on this list has a market cap over $100 billion and pays dividends over 2%. They also have low payout ratios and betas under 1.

Exxon Mobil Corporation (XOM) is a major integrated oil and gas company with a $408.00 billion market cap. It is currently priced at 10.26 times its earnings. XOM pays a 2.21% dividend yield and has a 21.96% payout ratio. Analysts give it a 2.2 on a scale from 1.0, meaning “Strong Buy,” and 5.0, meaning “Sell.” The company has a 0.51 beta and recently traded for $85.12 a share. Ken Fisher’s Fisher Asset Management had $518.97 million in XOM at the end of the third quarter, while Phill Gross and Robert Atchinson’s Adage Capital Management had $497.18 million in the company at the end of September. Just visit Insider Monkey for more details about mega cap companies. 

Oversold Stocks Rated Buy or Better

Some of the oversold stocks are rated buy or better. nsider Monkey has a posting about "Oversold Stocks Rated Buy or Better".

Investing can take two paths. On the one hand, a stock can be a position an investor takes in the hope that the stock price itself will improve, netting him or her a handy return. On the other hand, investors may choose a stock based on momentum. Specifically, a stock that has been oversold will be artificially lower in price. Once the market corrects itself, be it hours or months later, the stock can be sold for a tidy profit even at normal market conditions. Investors can tell whether a stock is oversold (or overbought) by looking at its Relative Strength Index (RSI). RSI ranges from 1 to 100. The nearer to 1 a company’s RSI, the more likely the stock is oversold whereas if the closer to 100 the RSI the stock is more overbought.The companies on this list are examples of overbought stocks – they have RSIs under 30 – but they still carry analyst recommendations of buy or better and are priced at less than 20 times their forward earnings. You may go yo Insider Monkey's website for more info on oversold stocks.

What Makes a Good High Growth Company?

There are companies that are considerably high growth company. And I am sure that you are wondering what makes a good high growth company.  Insider Monkey created "What Makes a Good High Growth Company? ".

High-growth companies can make investors a lot of money when they buy in at the “right” time, but picking a high-growth company is not so easy. How do you know a company is going to grow significantly, or continue to grow? The easy answer is that you don’t. But, there are certain parameters that can help identify which fast-growing companies are a good investment – specifically, you want to look for companies that have little debt, strong earnings growth and low P/E ratios.Using the stock screener at finviz.com, we came up with this list of five stocks. Each of these companies have market caps over $2 billion, a debt to equity ratio under 0.30, P/E ratios under 15, and estimated EPS growth over 25%.

You should visit Insider Monkey for the complete post about high growth company.

6 Sell Rated Technology Stocks by Goldman Sachs

Goldman Sachs revealed its top 6 sell rated technology stocks.  Insider Monkey tells us the " 6 Sell Rated Technology Stocks by Goldman Sachs".

Goldman Sachs published a report entitled “Americas: Technology: IT Services” on January 11, 2012. The report isn’t publicly available but we will discuss its main points. In their report, Julio C. Quinteros Jr., Vincent Lin, Roman Leal, and Geo John are defensive for the IT services sector in the year 2012. Goldman Sachs (GS) is concerned about the “current macro backdrop, with expectations for a slower global growth clouding visibility as we head onto 2012”. They have concentrated on stocks that are U.S. based mentioning a number of buy and sell rated stocks. Here are Goldman Sachs' sell rated stocks.

Computer Sciences Corporation (CSC) provides information technology and professional services to both the government and commercial enterprises. Goldman Sachs has given the company a sell rating and remains cautious on its valuation. Computer Sciences Corporation has significant exposure to the Department of Defense which is looking to cut budget in 2012. Also, Goldman Sachs is of the opinion that due to Computer Sciences Corporation’s sluggish booking and a potential loss of the NHS contract, its shares are going to be impacted negatively. Shares of the company are currently trading at $24.9 per share and are expected to go south of $22 by the end of 2012. Glenview Capital sold its entire $42 million position in CSC during the third quarter.To know more about Goldman Sachs, please visit Insider Monkey's website.

Best Generic Drug Stocks Picked by UBS

According to UBS, there are the best generic drug stocks. Wanna know them?  Insider Monkey bring out the "Best Generic Drug Stocks Picked by UBS". UBS Investment Research published a report entitled “UBS Pharma- Large Cap and Specialty” on January 11, 2012. The report isn’t publicly available but we will summarize its main points. In their report, Marc Goodman, Ami Fadia, Matthew Harrison, and Derek Yuan discuss the expectations for the fourth quarter of 2011 for selected pharmaceutical companies. UBS Investment Research also believes that there are many opportunities in the special pharmaceutical sector, with continued synergies, significant deal glows, and robust core growth. Here is what UBS thinks about the following pharmaceuticals:

Teva Pharmaceuticals (TEVA) is a pharmaceutical company that develops, produces, and markets generic drugs. Teva has been given a buy rating by UBS because the company is in a good position to increase its market share. The company has a good position in the U.S. market and is looking to increase its presence in Europe and other emerging markets. Its earnings growth is expected to be in the double-digits due to the company’s strong P-IV pipeline. UBS is of the opinion that the Cephalon deal is going to benefit the company substantially. Shares of Teva are currently trading at $44.5 per share and are expected to reach a price target of $60, indicating a potential upside of around 35%. John Paulson had $74 million invested in Teva at the end of the third quarter.You need to go to Insider Monkey's website to get more info on generic drug stocks.

Time to Sell? Check the RSI First

Before buying stocks, you need to check first if it is oversold or maybe undervalued. RSI will help you with that. Insider Monkey created "Time to Sell? Check the RSI First".

The Relative Strength Index (RSI) is a tool that compares recent transactions of a stock to gauge the stock price’s strength. It tells investors whether a stock has been oversold, making it likely that it is undervalued, or overbought, meaning that it could be trading at a premium on momentum. Oversold stocks have RSI’s under 40 – the lower the RSI, the more oversold the stock – whereas overbought stocks have higher RSI’s (over 60) and the higher the RSI, the more overbought the stock. Investors can maximize the timing of a stock transaction using this tool.

The companies on this list are priced have high RSIs (over 70) and high P/E ratios, indicating that they are overbought and priced to sell: For more info about RSI, please go to the website of Insider Monkey.

7 Semiconductor Stocks Recommended by Goldman Sachs

There are semicondoctor stocks recommended by Goldman Sachs. Surely, you are here because you want to know what are they. Insider Monkey gives us a posting on the " 7 Semiconductor Stocks Recommended by Goldman Sachs". Goldman Sachs published a report entitled “Americas: Technology: Semiconductors” on January 2, 2012. The report isn’t publicly available but we will summarize its main points. In their report, James Covello, James Schneider, Mark Delaney, and Gabriela Borges suggest that the semiconductor sector is expected to perform better than the semi production equipment sector. Semiconductor shipments are currently below trend and fundamentals are likely to improve in the second quarter of 2012. Orders for semi production equipment, on the other hand, are likely to decline by mid-2012. In this article we will focus on Goldman Sachs’ favorite stocks in this industry.

Aeroflex (ARX) engages in the design, engineering, manufacture, and sales of microelectronic products. It has been given a buy rating by Goldman Sachs (GS) which believes that Aeroflex is the most likely stock in their coverage universe that will be acquired in 2012. The company’s ability to do a tax-free spin of its Test and Microelectronic segments will be a positive catalyst for the company in 2012. Growth in 4G LTE is also expected. Shares of the company are currently trading at $12.7 per share and are expected to go north of $14. George Soros had $19 million invested in ARX at the end of September. Go to the site of Insider Monkey for the full details about the best semiconductor stocks recommended.

Best Specialty Pharma Stocks Picked by UBS

The best specialty pharma stocks are picked by UBS and they are written in a post.  For us to know them, Insider Monkey made "Best Specialty Pharma Stocks Picked by UBS".
UBS Investment Research published a report entitled “UBS Pharma- Large Cap and Specialty” on January 11, 2012. The report isn’t publicy available but we will summarize its main points. In their report, Marc Goodman, Ami Fadia, Matthew Harrison, and Derek Yuan discuss the expectations for the fourth quarter of 2011 for selected pharmaceutical companies. UBS Investment Research also believes that there are many opportunities in the special pharmaceutical sector, with continued synergies, significant deal glows, and robust core growth. In this article we will discuss those stocks in the Specialty Branded sector that UBS has given a buy rating from within its coverage universe.

Allergan (AGN) is a multi-specialty healthcare company. It has been given a buy rating by UBS Investment Research due to an improvement in its growth valuations. Earnings per share are expected to grow by more than 15-20%. The company’s Botox line is highly sustainable and Allergan’s pipeline is underappreciated at the moment. According to UBS, Allergan’s growth profile would be a nice fit with other big pharmaceutical companies. UBS is expecting revenues of $1.4 billion by the end of 2012 and earnings per share of $1. The continued roll-out of Botox Migraine and Botox OAB NDO will be closely watched by UBS. Shares of the company are currently trading at $88 per share and are expected to reach a price target of $100, indicating a potential upside of 13.6%. Ken Fisher’s Fisher Asset Management had more than $350 million invested in Allergan at the end of September. For more details on pharma stocks, you may check on Insider Monkey's site.

Best IT Services Stocks Picked By Goldman Sachs

There are the best IT services stocks picked by Goldman Sachs. If you are curious about them, Insider Monkey wrote "Best IT Services Stocks Picked By Goldman Sachs" for us to know them.

Goldman Sachs published a report entitled “Americas: Technology: IT Services” on January 11, 2012. The report isn’t publicly available but we will discuss its main points. In their report, Julio C. Quinteros Jr., Vincent Lin, Roman Leal, and Geo John are defensive for the IT services sector in the year 2012. Goldman Sachs (GS) is concerned about the “current macro backdrop, with expectations for a slower global growth clouding visibility as we head onto 2012”. They have concentrated on stocks that are U.S. based mentioning a number of buy and sell rated stocks. We will discuss the stocks in two articles. This is the first of two articles, focusing on the buy rated stocks.

Visit Insider Monkey for more details about Goldman Sachs' s top picks.

Top Footwear and Apparel Stocks According to Credit Suisse

There are the most footwear and apparel stocks according to Credit Suisse. For the complete details,  Insider Monkey made a reading about "Top Footwear and Apparel Stocks According to Credit Suisse".

Credit Suisse Research analysts Christian Buss and Bilun Boyner published a report titled “US Apparel / Footwear / Specialty Softlines: What Worked This Holiday Season?” on January 05, 2012. The report isn’t available online but we will discuss its findings. The analysts have gathered recent commentaries on key demand trends this Holiday season from various retailers, and have published the resulting analysis. According to the analysts, women’s accessories and handbags witnessed the strongest demand pattern. The demand for footwear stayed on the higher side, while warm winters hit the cold weather merchandise demand.

Coach Inc. (COH) has been given an Outperform rating by the Credit Suisse (CS), with a target price of $69 per share. Given its relative strength across the accessories and handbag business, the December trend is expected to bode well for the company. Last year handbags accounted for 63% of the company’s topline; 27% was contributed by accessories and the rest was contributed by footwear, jewelry and sun-wear. Moreover, as per the analysts’ channel checks, Coach kept less than 15% of its inventory at departmental stores on discounted prices. In addition, due to a 30% off promotion, Coach witnessed a strong traffic at certain stores, resulting in long queues on the day after Christmas. For more details about the top footwear and apparel stocks, you may go to Insider Monkey's site.

Best Power and Utilities Stocks Recommended by Barclays

Barclays had recommended the top power and utilities stocks. if you are interested about them,  Insider Monkey made a blogging with regards to the "Best Power and Utilities Stocks Recommended by Barclays". Barclays Capital published a report entitled “Go with the Flow” on January 03, 2012. Daniel Ford, Gregg Orrill, Theodore W. Brooks, Ross A. Fowler, M. Beth Straka and Noah Hauser have identified their most preferred power and utilities stocks for investment in 2012. Here are the five power and utilities stocks Barclays Capital is bullish about:

For more details about power and utilities stocks, please visit Insider Monkey.

6 Airline Stocks to Buy, 2 To Avoid by UBS

Some of the airline stocks are recommended to buy while there are also those that need to be avoided according to UBS.  Insider Monkey has made a posting about "6 Airline Stocks to Buy, 2 To Avoid by UBS".

UBS Research Analyst Kevin Crissey and Associate Analyst Kevin Grasmick published a report titled “US Airline Sector Note: That was ugly” on January 03, 2012. The analysts have analyzed the US Airline sector’s performance during 2011 and concluded that it was disappointing. Although the airline sector witnessed a strong revenue growth over the last year, their final results have been dismal (excluding Alaska and Allegiant). Hence, on average, airline stocks lost 25%. Revenue estimates for the airline sector were increased to 10% from 7%, while the estimates for growth in fuel cost were also 20% higher. Moreover, analysts believe that managements of these companies were not able to pass on the fuel price increase entirely to the consumer, generating a negative impact on the bottom-line. Given that the revenue outlook for the sector remains strong in the US, analysts are bullish on selected stocks like DAL and LCC. Fort the full detail about airline stocks to buy, please see the website of Insider Monkey.

7 Dirt Cheap 5 Stars Rated Stocks by S&P

S&P had rated the most dirt cheap 5 stars rated stocks. You want to know what are they? Good thing,  Insider Monkey has a posting revealing the "7 Dirt Cheap 5 Stars Rated Stocks by S&P".

Value investing is one of the best investment strategies individual investors can use to beat the market in the long run. Even though the stock market was pretty stagnant during the last 10 years, value investors were able to return around 7 percent per year.


In the search for large-cap value stocks, we ran a screen for stocks that were rated 5 stars, or “strong buy,” by Standard & Poor’s. We found the following list of 7 stocks each of which has a P/E ratio of 10 or less. Visit Insider Monkey for more details about dirt cheap 5 stars rated stocks.

Top IT and BPO Services Stocks Recommended by JP Morgan

JP Morgan, a well-known bank in America had recommended the best IT and BPO services and stocks.  Insider Monkey made us a blog posting about "Top IT and BPO Services Stocks Recommended by JP Morgan" for us to read on.

J.P. Morgan published a report entitled “IT and BPO Services” on January 12, 2012. The report isn’t publicly available but we will share its main points. In the report, Tien-tsin Huang, Puneet Jain, and Dick Wei share their opinion of the IT and BPO Services stocks performing better relative to the S&P 500 in 2012. Stocks that have a high mix of offshore delivery, have the ability to cut costs of clients, have high exposure to healthcare, and have investments with a long-term impact on growth profile are preferred. The overall IT services budget is expected to be flat “with a potential for modest declines” as the macroeconomic environment worsens. Here are the stocks discussed in the report: To see the full post about IT and BPO services, visit the website of Insider Monkey.

Jim Cramer’s Favorite Technology Stock Picks

Jim Cramer, the host of the popular Mad Money had chosen his technology stock pics.  Insider Monkey has made a blog about "Jim Cramer’s Favorite Technology Stock Picks". Jim Cramer is a former hedge fund manager. Cramer expresses his views on stocks during his TV shows, which has helped many ordinary investors who watch his show daily on TV make their own investments. We believe that by focusing on Jim Cramer’s top recommendations, investors are more likely to beat the market in the long term. In this article, we are going to focus on the technology stocks Cramer are bullish about recently. All companies have at least $10 billion market cap and were recommended by Cramer during his TV show over the past month.

Apple Inc (AAPL): AAPL is the technology stock that recommended by Cramer the most times over the past month. Cramer recommended investors to buy AAPL on January 4, 9, 18, and 20. Hedge funds agree with Cramer. As of September 30, 2011, there are 125 hedge funds with AAPL positions. For example, Tiger Cub Stephen Mandel and Chase Coleman are both bullish about AAPL. Mandel’s Lone Pine Capital had $785 million invested in AAPL and Coleman’s Tiger Global Management LLC had $646 million invested in AAPL at the end of the third quarter. AAPL has a market cap of $392B and a low forward P/E ratio of 10.72. It returned 10.22% so far since the end of September, versus 16.99% for SPY in the same period. We are long-term bullish about Apple because of its low valuation and high growth expectations. Please see Insider Monkey for the full details about Jim Cramer’s favorite technology stock picks.

10 Most Profitable Healthcare Stocks

Just like any other stocks, there are also the most profitable healthcare stocks. And these stocks are listed in an article: nsider Monkey revealed the "10 Most Profitable Healthcare Stocks".
In the United States, healthcare is a fast-growing industry. Healthcare spending is rising at about 8% per year. A typical American Family of four spent about $18,000 on medical costs in 2010, compared with $16,771 in 2009. Between 2006 and 2010, the annual medical costs have increased by almost 35%. The rising healthcare costs are not good for the patients, but those who invest in healthcare stocks will benefit from such growth. As healthcare spending and costs are rising, we believe healthcare stocks will continue to be in the portfolios of most smart investors in the future. Below we compiled a list of top 10 most profitable healthcare companies based in US. All companies have at least $10 billion market cap, operating margin of over 20%, and EPS growth rate of more than 10% over the past five years.

For the complete list of the most profitable healthcare stocks, please go to Insider Monkey's site. 

8 UBS Stock Picks for 2012

If there are the 7 UBS stock picks of 2012, there are also the next 8 ones. Insider Monkey shares to you "8 UBS Stock Picks for 2012" for you to know their list. UBS Investment Research’s recently published report, “US Morning Meeting Highlights”, discusses different companies and how they are likely to be affected this year. The report is published on January 13th and we will summarize its main points. UBS analysts are of the opinion that Obama’s victory would have a positive impact on the “tech and industrial companies”, whereas the “healthcare, financial, energy and consumer” companies will be negatively affected due to the tougher regulations imposed. A Republican victory, on the other hand could be beneficial for “universal banks, managed care, coal, defense, and high-end consumer stocks”. In this article, we will discuss the buy-rated stocks mentioned in UBS’s report.

Read more on the UBS stock picks for 2012 at the Insider Monkey's site.

7 UBS Stock Picks for 2012

There are the UBS stock picks chosen in the year 2012. Do you wish to see the recap?  Insider Monkey bring us "7 UBS Stock Picks for 2012". UBS Investment Research’s recently published report, “US Morning Meeting Highlights”, discusses different companies and how they are likely to be affected this year. The report is published on January 13th and we will summarize its main points. UBS analysts are of the opinion that Obama’s victory would have a positive impact on the “tech and industrial companies”, whereas the “healthcare, financial, energy and consumer” companies will be negatively affected due to the tougher regulations imposed. A Republican victory, on the other hand could be beneficial for “universal banks, managed care, coal, defense, and high-end consumer stocks”. In this article, we will discuss the buy-rated stocks mentioned in UBS’s report.

Please just go to the website of Insider Monkey to know all the UBS stock picks.

Hedge Funds’ Energy Stock Picks

Hedge funds had chosen its energy stock picks.  Insider Monkey bring us an article pertaining the "Hedge Funds’ Energy Stock Picks".

The energy sector is a minefield. There are those that predict that the world will see another oil shock by the end of 2013, as the natural gas boom is threatened by concerns over fracking. Then there are the issues related to American energy independence, a feat that will likely come only with some degree of concentration and the development of new energy technologies – both things that would most likely affect the bottom line of the energy sector as it currently stands. Regulation, whether it stems from fracking or otherwise, is also a major concern. Many say regulation is the primary reason why the US is still dependent on foreign energy, citing restrictions on drilling and environmental concerns. Leaving those political subjects to the side, what does this mean for investors putting their money in the energy sector? Read more about the hedge funds' energy stock picks when you visit on Insider Monkey.

Battle of the Airlines – Mergers & Consequences

Do you know anything about the battle of the airlines? Read on Insider Monkey's "Battle of the Airlines – Mergers & Consequences". When it comes to domestic airlines, there are four main players in the US – Delta Airlines (DAL), US Airways Group (LCC), United Continental (UAL) and American Airlines, which filed for bankruptcy protection in November. However, if DAL has its way, that all could soon change.

Delta Looks to US Airways for Possible Acquisition Deal

DAL, a member of the SkyTeam Alliance, is the world’s largest airline by traffic when counting domestic and international travel according to the International Air Travel Authority (IATA). It transports just under 111.16 million passengers on domestic and international flights a year, 90.13 million of which are domestic. Delta Airlines (DAL) has been studying US Airways Group (LCC) as a possible acquisition target according to the Wall Street Journal. To know more about battle of the airlines, please visit on Insider Monkey's website.

Jim Cramer’s Favorite Energy Stocks: 2 To Buy, 3 To Avoid

Jim Cramer has its favorite energu stocks. Actually, he had chosen those that need a buy and those that need to be avoided.  Insider Monkey made an article about "Jim Cramer’s Favorite Energy Stocks: 2 To Buy, 3 To Avoid" to help us, buyers. One of the screens we use to pick stocks is Jim Cramer’s stock picks. Jim Cramer has a bad reputation because he makes thousands of recommendations on TV and investors tend to remember bad experiences, not the good ones. You wouldn’t believe this but there is an academic study that showed that Cramer’s stock picks actually beat the market by a significant margin. In this article we will take a closer look at five stocks that are in Cramer’s charitable trust’s portfolio and decide whether they are good investments for investors looking for large capital gains.

Apache Corp (APA): APA is the largest US energy stock in Cramer’s trust. As of February 15, 2012, the fund owns 1050 shares of APA, which worth about $113,000. APA is also quite popular among hedge funds. At the end of the third quarter, there were 30 hedge funds with APA positions. For example, Jean-Marie Eveillard’s First Eagle Investment Management had $147 million invested in APA. Ric Dillon and Boykin Curry were also bullish about the stock. Each of them had more than $100 million invested in APA at the end of September. For the full list of Jim Cramer's Favorite energy stocks, you need to go to the site of Insider Monkey.

2 Industrial Stock Picks Every Investor Needs in His Portfolio

Every investor has a portfolio and they need to have some industrial stocks to be put in it.  Insider Monkey created "2 Industrial Stock Picks Every Investor Needs in His Portfolio" so that investors may have knowledge about them.

Industrials rock right now. Industrial stocks have returned roughly 13% since the first of the year and almost a full percentage point over the last five days. The growth comes after the US GDP gained nearly 3% during the fourth quarter. Investors are optimistic that the trend will continue into 2012. There are only a few sectors to benefit so immediately from a change in GDP – industrials is one of them. Here are some of my favorite picks in this sector and their potential going forward. You should see Insider Monkey for the complete list of industrial stocks.

Jim Cramer’s Stock Picks in Technology Sector

There are the top stock in technology sector and that is according to Jim Cramer. Actually, Jim Cramer had already made his stock picks. Insider Monkey created "Jim Cramer’s Stock Picks in Technology Sector".

In this article we will take a look at Jim Cramer's stock picks in the technology sector. Jim Cramer used to own a hedge fund, Cramer & Co, which he founded in 1987. Between 1988 and 2000 the fund only had one year of negative returns. It returned 47% in 1999 and 28% in 2000, beating the market by 38 percentage points. Cramer generated an average return of 24% per year during his tenure with the fund. Today, Jim Cramer is the host of CNBC’s Mad Money. Cramer expresses his views on stocks during his TV shows, which has helped many ordinary investors who watch his show daily on TV to make their own investments. Jim Cramer also owns a charitable trust and purchases some of the stocks that he recommends on TV for this trust. Here are Jim Cramer's stock picks in the technology sector.

EMC Corporation (EMC) is the largest technology position in Cramer’s charitable trust. Cramer owns 4,700 shares of EMC, which are worth about $124,000. EMC has an average analyst recommendation score of 1.80 (1=strong buy, 2=buy, 3=hold, 4=sell, 5=strong sell). We agree with the analysts. However, the company is also facing a lot of competition and pricing pressure in the storage segment. But we think these risks are offset by its leading position in the market. EMC also has a strong balance sheet and a record of generating consistent free cash flow. EMC is also quite popular among hedge funds tracked by us. At the end of the third quarter, there were 37 hedge funds with EMC positions. For example, billionaire Ken Fisher is the most fund manager about EMC. Fisher Asset Management had $461 million invested in EMC at the end of September. Bill Miller’s Legg Mason Capital Management also had $170 million invested in this stock.
 To know the complete list of Jim Cramer's stock picks, just visit Insider Monkey.

Will Solar Stocks Be Hot Again?

A lot of us are asking if solar stocks will still be hot again. Let us all find out. Insider Monkey has a blog about "Will Solar Stocks Be Hot Again?" for us to read on with regards to solar news.

Chinese manufacturers has been gaining market share from their US counterparts. Most notably First Solar (FSLR) has been losing customers to the top 5 Chinese manufacturers—Yingli Green Energy (YGE), Suntech Power (STP), Trina Solar (TSL), Canadian Solar (CSIQ) and Jinko Solar (JKS).  This is evident from the fact that total shipments for FSLR were down 3% for the year 2011, whereas the aggregate shipments for these 5 Chinese companies were up 53%. However, the story of solar stocks, both US and Chinese, will be driven by how much new capacity comes online, at what point does the average selling prices (ASPs) stabilize and how does the end demand from Europe and U.S shapes up. Please visit on Insider Monkey for additional information about solar stocks.