Sunday, May 29, 2011

Market Fundamentals Improving ?

Sunday, May 29, 2011

 

15 of 17 stocks recommended last blog (2 weeks ago) increased in price for an average 3.80% gain. Top gainers included Teck Resources (TCK.B) +12.20%, Potash (POT) +9.56%, Agrium (AGU) +8.28%, Silver Wheaton (SLW) +8.27%. The one substantial loser was Lundin (LUN) -16.36% on news Thursday.

8 of 9 additional “hot stocks” noted increased with 4 hitting new all time highs including Canadian National Rail (CNR), National Bank (NA), BCE & Telus (T).

CNBC’s Fast Money recommended watching precious metal and energy stocks for gains in the near future.

Top Stocks to Watch in these categories include: Precious Metals: Agnico Eagle (AEM) , Goldcorp (G), Silver Wheaton (SLW) & Top Pick Barrick Gold (ABX).

Energy: Both Top Picks: Canadian Natural Resources (CNQ) & Suncor (SU). Agriculture: Both Top Picks: Agrium (AGU) & Potash (POT). Watch Teck (TCK.B).

New Value Selections: based on recent weakness (for longer term appreciation) CIBC (CM), Royal Bank (RY) & Lundin (LUN).

Speculative Picks: Research in Motion (RIM) & Yellow Media (YLO). Note that Yellow Media’s Preferred Shares are now delivering VERY HIGH income (assuming they can maintain payouts): YLO.PR.B 7.62%, YLO.PR.C 9.48%, YLO.PR.D 9.23%.

Other Picks include: Income: Crescent Point Energy (CPG), Pengrowth (PGF) & Preferred’s: BBD.PR.C 6.409%, BPO.PR.L 6.358%, CWB.PR.A 6.663%.

Positive Momentum Stocks include: (buy on dips) BCE, Telus (T), Canadian natural Rail (CNR), TransCanada Pipe (TRP). Could be a start of improving market fundamentals. Keep a close watch on above noted stocks for direction. Good luck.

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