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| Matthew McCall of Penn Financial Group |
|---|
| 137 Ackerman Ave |
| Ridgewood NJ |
| 07450 |
| 877-383-7366 |
| HOLD | Apple | AAPL-Q | 143.740 | If it pulled back to $122 he would be a heavy buyer of this. Thinks this company will remain a leader as far as technology goes. | 2009-06-04 | ||
| BUY on WEAKNESS | Ford Motor | F-N | 6.360 | Loves them because they did not take any government money. Could be a $10 stock in the next couple of years. It will capitalize on General Motors (GM-N) and Chrysler's (DAI-N) problems. Look for a bit of a pullback to the high $5's to buy in. | 2009-06-04 | ||
| TOP PICK | MGM Mirage | MGM-N | 7.530 | This is a gamble. Struggling but he sees a bit of a pickup. Once the US economy turns around, a lot of people will be going into Vegas. | 2009-06-04 | ||
| Comment | Microsoft | MSFT-Q | 21.830 | Not a big fan of this. Growth is not there. Thinks it could run to the mid-$20’s and you should get out of it at that time. Use a stoploss of $20. | 2009-06-04 | ||
| PAST TOP PICK | Northern Trust | NTRS-Q | 57.160 | (A Top Pick Sept 8/08. Down 31.29%.) | 2009-06-04 | ||
| SELL | Pfizer Inc | PFE-N | 14.640 | The major pharmaceuticals are not on his top list. Bioteches are where you are going to see innovations. They are the ones coming out with the new drugs and have a better pipeline. | 2009-06-04 | ||
| DON'T BUY | Sunrise Assisted Living | SRZ-N | 2.950 | Not a big fan of this one. Would prefer other places in the healthcare/REIT sector. Likes the theme long-term because the emerging baby boomer is a major play. Likes Senior Housing Properties (SNH-N). | 2009-06-04 | ||
| TOP PICK | FMC Corp | FMC-N | 54.260 | Big chemical company. He likes their exposure to lithium and they are one of the largest suppliers globally. If the US has their way, cars will be electric, which have batteries that will be supplied with lithium. Longer term play. He is looking for an entry place at around $50/$51. | 2009-06-04 | ||
| BUY on WEAKNESS | GOOG-Q | 440.280 | It will probably pull back a little bit. They have proven they are the leader in their space. | 2009-06-04 | |||
| PAST TOP PICK | St. Joe Company (The) | JOE-N | 26.420 | (A Top Pick Sept 8/08. Down 30.24%.) Florida real estate company. Prices are starting to pick up a bit and you could see this company turn around. | 2009-06-04 | ||
| BUY on WEAKNESS | Intercontinentalexchange Inc. | ICE-N | 119.740 | Reported some strong earnings this past quarter. Thinks it will continue to do well. Volumes are picking up, which is how they make their money. Have some very good products. | 2009-06-04 | ||
| Comment | Blackstone Group LP | BX-N | 10.770 | If we ever get back to the day of mergers and acquisitions this could be well positioned. Sitting on quite a bit of cash and may continue doing this for 6 to 18 months. Once they start making acquisitions, the stock should start taking off. If you're a long-term holder, 3 to 5 years this is a great buy. | 2009-06-04 | ||
| PAST TOP PICK | Covidien Ltd. | COV-N | 35.650 | (A Top Pick Sept 8/08. Down 32.37%.) | 2009-06-04 | ||
| TOP PICK | Powershares DB Base Metals ETF | DBB-N | 15.440 | Base metals ETF. Splits between 3 metals copper, aluminum and zinc. Copper has been on a tear and is at a 7-month high right now. Aluminum and zinc are not too far behind. If the economy turns around there will be a huge demand for these metals. | 2009-06-04 | ||
| DON'T BUY | Abercrombie & Fitch | ANF-N | 24.760 | Same-store sales were down 34%. Higher end retailer and people have pulled back. Prefers lower end Buckle (BKE-N) that is based in the Midwest. | 2009-04-09 | ||
| DON'T BUY | Bank of America | BAC-N | 9.550 | Likes this one longer-term and thinks it will make it through this but there are better plays out there. Would prefer Morgan Stanley (MS-N) or J.P. Morgan (JPM-N). | 2009-04-09 | ||
| TOP PICK | Fidelity National Financial | FNF-N | 22.830 | US’s largest title insurer. In the last couple of months there has been a pickup in housing sales. There is a big government push for people to buy homes. | 2009-04-09 | ||
| DON'T BUY | Fortune Brands Home & Security | FBHS-N | 35.810 | Their big competitor, Constellation Brands (STZ-N) came out with some pretty disappointing news. A lot of people are really cutting back. Not sure if he likes this as a recession play anymore. | 2009-04-09 | ||
| BUY | General Electric | GE-N | 11.330 | Believe that in 3 years this will be higher as he believes in the overall global market. Will probably have some choppy trading in the near term, but long term you should be fine. Could easily see $20 in 3 years. | 2009-04-09 | ||
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| DON'T BUY | General Motors Corporation | GM-N | 2.040 | Thinks this company should go bankrupt. Made a lot of bad, poor business decisions. We are just prolonging the death. | 2009-04-09 | ||
| BUY on WEAKNESS | Research In Motion | RIM-T | 78.940 | Great product. What they have on their side is that they are in corporations and he doesn't think corporations will ever move to the iPhones. Also have the ability to expand. In the short term, he expects it will pull back. | 2009-04-09 | ||
| BUY | FMC Corp | FMC-N | 48.190 | Lithium producer. Lithium is going to be very important going forward because of hybrid cars. | 2009-04-09 | ||
| BUY on WEAKNESS | BHP Billiton Ltd. | BHP-N | 46.780 | World's largest miner. If the global economy ever comes back again, this company will be in front of it. A great buy doubles back a couple of dollars. | 2009-04-09 | ||
| DON'T BUY | DuPont | DD-N | 26.480 | Chemical company. Had a nice run from its lows in the last few months. A little bit too diversified and has a lot of exposure to the plastics. Likes the chemical sector because a lot of their expenses come from natural gas, which is very cheap now. Prefers FMC (FMC-N), a lithium producer. Lithium is going to be very important going forward because of hybrid cars. | 2009-04-09 | ||
| BUY | Tata Motors Ltd. | TTM-N | 7.640 | Likes this one. Nice play going forward. With all the restructuring going on in the US auto sector, they're going to somehow find their way into the US market. This is the kind of stock that you buy and put away. | 2009-04-09 | ||
| DON'T BUY | Denison Mines Corp. | DNN-A | 0.955 | Uranium stocks have got absolutely crushed. Thinks uranium will come back but currently alternative energy is focused more on solar and wind. Speculation. | 2009-04-09 | ||
| TOP PICK | Cerner Corp. | CERN-Q | 45.630 | Healthcare software. This will take medical paper and turn it into electronics. Government has pledged $20 billion to this industry. By 2015, if all hospitals are not electronic they will start getting fined. | 2009-04-09 | ||
| TOP PICK | iShares TIPS Bond E.T.F. | TIP-N | 101.310 | US government has a printing press working overtime. If they continue to print money, inflation is going to come. It is not a big concern right now because we are in a recession. Looking forward to the next year or 2 we could actually see hyperinflation. When you play this, you are getting some US treasury bonds but they are inflation protected. About a 6% yield. | 2009-04-09 | ||
| DON'T BUY | Patriot Coal Corp. | PCX-N | 4.500 | Coal stocks have been beaten down. This one used to be a high flyer. If he is looking for more solid companies there are better companies out there. If you want to play the coal sector he would prefer Market Vector Coal ETF (KOL-N). | 2009-04-09 | ||
| Comment | Market Vector Coal E.T.F. | KOL-N | 15.989 | If you want to play coal, this is an ETF that has a basket of all the big US coal companies. | 2009-04-09 | ||
| DON'T BUY | General Electric | GE-N | 16.950 | Concerned because it is so large and their financial aims. | 2008-12-15 | ||
| DON'T BUY | Metlife | MET-N | 29.390 | Stay away from insurance right now. Doesn't believe this is the sector you should be in right now. | 2008-12-15 | ||
| SELL | Pfizer Inc | PFE-N | 16.630 | Get Out! Sell. Not a fan of pharmaceuticals. Feels innovations will be in biotechnology not pharmaceuticals. | 2008-12-15 | ||
| SELL | Sirius Satellite Radio | SIRI-Q | 0.141 | Not a big fan of this stock. Feels that people in a recession will stay away from it. Not a growth story, too much money invested in R & D at the beginning. | 2008-12-15 | ||
| BUY | Sunrise Assisted Living | SRZ-N | 1.630 | Loves it. Believes it to be an opportunity, but recommends it to be just part of your portfolio. Possible takeover target. | 2008-12-15 | ||
| TOP PICK | Exxon Mobil | XOM-N | 79.950 | Has owned it for several years, believes oil has hit it's bottom and thinks that oil will go back to $70 - $80 per barrel. Buy it on a pull back, (he paid $65-$66) | 2008-12-15 | ||
| BUY | EnCana Corp. (US) | ECA-N | 44.620 | Loves oil. Long term it is a great opportunity. Likes it for the long play. | 2008-12-15 | ||
| SPECULATIVE BUY | Whole Foods Market Inc. | WFM-Q | 10.410 | Loves the stores, and used to own the stock. It is a speculative stock but he feels that it will make it. | 2008-12-15 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | The confidence in the US government and market is low. It is tough for market to go up as people are not investing. Thinks the market will continue to be volatile and recommends picking up opportunities as they arise. Believes the market has hit bottom. Buy on down days. 2009 will be the year for investors. | 2008-12-15 | ||
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| DON'T BUY | Celestica Inc. | CLS-N | 4.630 | Doesn't recommend doesn't like this sector. | 2008-12-15 | ||
| DON'T BUY | Sears Holdings Corp. | SHLD-Q | 40.070 | Not a company to own at this time. | 2008-12-15 | ||
| BUY | Visa Inc. | V-N | 52.750 | Likes it. There are a lot of transaction fees. Buy at the $40 to $45 level. | 2008-12-15 | ||
| VAGUE | Cal-Maine Foods Inc. | CALM-Q | 25.150 | This is an egg producer. Eggs are something that people will continue to eat, but overall people will eat less. | 2008-12-15 | ||
| TOP PICK | Quality Systems | QSII-Q | 36.290 | Believes it will do well in the future, up 19%. It is a health care IT company. Obama is putting money into health care. He doesn't own, but it is on his "top watch list". Buy on weakness between $32 - $33.5. | 2008-12-15 | ||
| TOP PICK | Granite Construction | GVA-N | 44.600 | They build roads and bridges. Lots of money going into this sector, up 23%. Recommends buying at around $40. | 2008-12-15 | ||
| BUY | Apple | AAPL-Q | 96.800 | Started buying for some clients. People are still buying Ipods, iPhones. People are not lining up for bread. Great earnings and it’s a valuation play. | 2008-10-10 | ||
| DON'T BUY | General Electric | GE-N | 21.500 | Reaffirmed their dividend for right now, 6.1% yield, multi-year lows. Thinks Dividend would be save, but better plays. | 2008-10-10 | ||
| BUY | JP Morgan Chase & Co | JPM-N | 41.640 | Going to be one of the leaders. It’s going to see more consolidation in its industry. Don’t have exposure to sub-prime. | 2008-10-10 | ||
| BUY on WEAKNESS | McDonalds | MCD-N | 53.350 | Nice global brand. Tries to stay a little healthier, but they are packed when you drive by. Pays a good dividend. He believes in this company. Longer term play. | 2008-10-10 | ||
| HOLD | 3M Co. | MMM-N | 54.260 | Shorting is not for the individual investor. | 2008-10-10 | ||
| BUY | Wal-Mart Stores Inc. | WMT-N | 50.950 | During troubled times, you pull in spending. People are moving down to lower end discount stores because they think they don’t have as much money. | 2008-10-10 | ||
| WAIT | Diamonds DJIA E.T.F. | DIA-A | 83.750 | ETF, if very long term, then buy now, else wait. There is opportunity in carnage. | 2008-10-10 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Market anticipated good news from G7 today. US is now buying equities so are now turning into a hedge fund. | 2008-10-10 | ||
| SELL | Ford Motor | F-N | 4.550 | General Motors (GM-N) and Ford (F-N) have been behind the curve for years. When everybody else is making hybrids, they are pumping out SUVs. Now they are turning around and pumping out hybrids. If gasoline prices drop, SUV prices are almost too good to turn down. Hybrids could be a short-term phenomenon in the US. | 2008-09-08 | ||
| DON'T BUY | Corning Inc | GLW-N | 16.580 | Recently warned going forward. Would be catching a falling knife. Demand for LCD screens has dropped. | 2008-09-08 | ||
| SELL | General Motors Corporation | GM-N | 10.830 | General Motors (GM-N) and Ford (F-N) have been behind the curve for years. When everybody else is making hybrids, they are pumping out SUVs. Now they are turning around and pumping out hybrids. If gasoline prices drop, SUV prices are almost too good to turn down. Hybrids could be a short-term phenomenon in the US. | 2008-09-08 | ||
| BUY | IBM | IBM-N | 117.290 | Big technology stock that he actually likes. Last quarter's earnings were very strong. The growth for them has been overseas. On a 2 to 5 year time frame, it's a great buy. He is looking at this as a potential purchase. | 2008-09-08 | ||
| BUY on WEAKNESS | McDonalds | MCD-N | 62.420 | Has been moving away from multinationals but this is one that he actually likes. Would like an entry between $55 and $58. Somewhat of a secondary play on China where they are expanding rapidly. Nice, solid play for a long-term portfolio. | 2008-09-08 | ||
| BUY | Medtronic Inc | MDT-N | 54.240 | Likes medical devices sector. Of all the sectors, medical equipment is one of the tops. Regardless of what is going on in the economies , medical devices will continue to sell. He owns Zoll Medical (ZOLL-Q) instead, which has more growth potential. Thinks there is more upside potential in the small/mid-cap size names. | 2008-09-08 | ||
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| TOP PICK | Northern Trust | NTRS-Q | 84.130 | Feels financials have hit bottom and this is one that has sidestepped credit issues. They concentrate on the ultra wealthy and do quite a bit with institutions corporate pensions. Well run company. | 2008-09-08 | ||
| BUY | Oracle | ORCL-Q | 19.260 | Completely range bound and is now at the lower end of the range. One of the leaders in software. Tech base has been hit pretty hard but he likes software. Between $19 and $20 it is a great bargain. | 2008-09-08 | ||
| BUY | Raytheon | RTN-N | 60.910 | The aerospace defence sector is one of the great sectors going forward. This is a global story. | 2008-09-08 | ||
| DON'T BUY | Sandisk Corp | SNDK-Q | 16.600 | Thinks that they're beating is going to continue. Doesn't see much hope for it. | 2008-09-08 | ||
| BUY on WEAKNESS | Freeport McMoran Copper & Gold | FCX-N | 72.060 | Pretty much a copper play. Probably a little too early for this one. If it pulled back 5% or 10% from this level it would be a nice place to pick up some shares for a long-term investor. | 2008-09-08 | ||
| Comment | Valero Energy Corp | VLO-N | 34.600 | Refiners have been hit pretty hard. With the price of oil going down, the market should be bullish on refiners but he feels oil will hold at $100. This is a value play and could be good as a long-term play. | 2008-09-08 | ||
| TOP PICK | St. Joe Company (The) | JOE-N | 37.870 | One of the largest landowners in Florida. Own over 700,000 acres of land. Believes there will be a bottom in the housing market in 08-09 because of what happened to Freddie Mac (FRE-N) and Fannie Mae (FNM-N). If they start offshore drilling, the companies will be interested in buying land up. | 2008-09-08 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US$: Last month has been the biggest move it has ever had in the US$ index. In the short term, he expects there will be a pullback but longer-term trend will be to buy into the weakness. | 2008-09-08 | ||
| PARTIAL BUY | Morgan Stanley China A Share | CAF-N | 29.590 | Mainly tracks the A shares that trade in China. Mainly exposed to the Shanghai index, which is down 70% from its high of last year. He believes in China long-term and its growth. You could start building a position right now. | 2008-09-08 | ||
| BUY | Zoll Medical Corp. | ZOLL-Q | 36.170 | More of a growth story than Medtronic (MDT-N). | 2008-09-08 | ||
| TOP PICK | Covidien Ltd. | COV-N | 53.350 | Concentrates on medical and diagnostic equipment with a little bit of pharmaceutical. Thousands of products that they distribute over 60 countries globally. He is looking to buy this. | 2008-09-08 |
