mad money links on street.com

Monday, February 27, 2006

2/27 to 3/3 mad money summaries

I found these other links so I can track other publications too. Businessweek has this aricle on Web 20 (20 companies it thinks are the best in the internet space. ) Investors Business Daily has this article on fastest growing companies. Morning star has this contrarian portfolio. Today is also the day is the first day Google payments is in the news. Supposedly Google is now allowing Google base merchants to accept payPWEIments. Market seems to believe it can do better than Paypal.

3/3 mad money summary
: missed estimates and routed medical device company IFLO (it makes a pump which sends anasthetic to people after surgery) is recommended, a shoe company (SHOO), he thinks optical networking plays are supposed to be doing well ( BKHM, CIEN, JDSU are some stocks he mentioned), CEO of ARJ (Arch Chemicals ), an interesting company (water treatment, fabric treatment ..)

3/2 mad money summary Voting systems news prompts a recommendation for DBD , BBW (Build a bear workshop) is very cheap, Optical networking company BWNG (Broadwing) and Marchex (MCHX) a search placement company CEO is on the show.

3/1 mad money summary: RAD (Rite-aid) worst of breed, but could make money due to Medicare Part D confusion, LVS is a gambling play in China(in Macau which is the only allows gambling and is part of China). PWEI (PW Eagle) is a water, natural gas pipe play. Also mentioned INSU and HD in this space. IRBT(I robot) CEO is on the show too.

BTW, on 2/28 Google crashed which made me wonder whether its payment stuff announced over the weekend is carefully archestrated to prevent further slide.

2/28 mad money summary SHW gets another mention as the stock is up after the judge dismisses punitive damages. NUVO (Nuvelo) and CATG(Cambridge antibody tech) are good biotechs mentioned in PRWeek stand out. COST (Costco's) good return policy and good product mix are cited. VPHM is another pharma he thinks is unnecessarily got trounced after 4Q results.

2/27 mad money summary
Today's talk is about SHW (Sherwin williams), WGII (Washington Group) a power, infrastructure company( supposedly also a good defence company ) and FWLT which Wall street journal has branded top 10 worst companies.

0 Comments:

Post a Comment

<< Home