David Burrows, president, Barometer Capital Management
David Burrows, president, Barometer Capital Management
CHINALIFE INSURANCE (NYSE:LFC): only so many big companies that you can invest in China..this has been favorite, consistent revisions higher..this stock has come from $10, trading at just about $60, obviously bit of risk..having said that, revenue growth >50% which is significant, good strong earnings growth in 80% range..just know what you are owning and where you are going to exit..insurance space a good one, just recognize that you have some risk attached
NYSE GROUP (NYSE:NYX): we will see continued consolidation with the exchanges..NYSE obviously global leader, likely to make acquisitions as we go along here..lots of money made in the exchange-based companies but if we believe continue to have continued strong equity markets, which we do, then you can be comfortable owning NYSE..if you do not like market, you would not want to own any of them..these companies are remarketing data, earning more revenue..through consolidation, opportunities to grow business, I am comfortable buying stock
VERIZON COMMUNICATIONS (NYSE:VZ): really like some of the US telecom providers..what is happening is rebuilding going on at the network level, allow telecoms to charge more for services..intelligent networks..new content being pushed through pipe, this year will be big year for video through networks..these are companies that you have to look at..cash flow generated significant, not dependent on economy..I like VERIZON, AT&T CORPORATION (NYSE:T), lot of international telecom stocks, themes that you can focus on..
INTERCONTINENTAL EXCHANGE (NYSE:ICE): as long as you like market, and we do, want to take a look at these stocks..for most part, ETFs doing well..ICE is electronic exchange, is seeing explosive revenue and earnings..great acceleration over last four quarters from 45% to >100%, analysts revising earning estimates higher..this is a $7 billion market cap not particularly well-known..at same time, if market runs into turbulence, this will be significantly impacted..momentum investment, pick exit point, be prepared to when you need to but as long as you see earnings accelerate, stock can probably go higher
CHINALIFE INSURANCE (NYSE:LFC): only so many big companies that you can invest in China..this has been favorite, consistent revisions higher..this stock has come from $10, trading at just about $60, obviously bit of risk..having said that, revenue growth >50% which is significant, good strong earnings growth in 80% range..just know what you are owning and where you are going to exit..insurance space a good one, just recognize that you have some risk attached
NYSE GROUP (NYSE:NYX): we will see continued consolidation with the exchanges..NYSE obviously global leader, likely to make acquisitions as we go along here..lots of money made in the exchange-based companies but if we believe continue to have continued strong equity markets, which we do, then you can be comfortable owning NYSE..if you do not like market, you would not want to own any of them..these companies are remarketing data, earning more revenue..through consolidation, opportunities to grow business, I am comfortable buying stock
VERIZON COMMUNICATIONS (NYSE:VZ): really like some of the US telecom providers..what is happening is rebuilding going on at the network level, allow telecoms to charge more for services..intelligent networks..new content being pushed through pipe, this year will be big year for video through networks..these are companies that you have to look at..cash flow generated significant, not dependent on economy..I like VERIZON, AT&T CORPORATION (NYSE:T), lot of international telecom stocks, themes that you can focus on..
INTERCONTINENTAL EXCHANGE (NYSE:ICE): as long as you like market, and we do, want to take a look at these stocks..for most part, ETFs doing well..ICE is electronic exchange, is seeing explosive revenue and earnings..great acceleration over last four quarters from 45% to >100%, analysts revising earning estimates higher..this is a $7 billion market cap not particularly well-known..at same time, if market runs into turbulence, this will be significantly impacted..momentum investment, pick exit point, be prepared to when you need to but as long as you see earnings accelerate, stock can probably go higher
posted by Spelunca at 4:10 PM
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