Company: YRC Worldwide
Ticker Symbol: WRCW
Action: Buy up to $20
5/19/13 analysis… I will be adding a 10% position to YRC Worldwide Inc. (YRCW) with a buy up to $20. Shipping has been red hot and option activity is heating up on this stock. It is one of the largest transportation service providers in the world, is the holding company for a portfolio of successful brands including Yellow Transportation, Roadway Express, Reimer Express, Meridian IQ, USF Holland, USF Reddaway, USF Bestway, USF Glen Moore, and New Penn Motor Express.
Ticker Symbol: SSYS
Action: Buy up to $85
5/11/13 analysis… I will be allocating 10% to Stratsys (SSYS) with a buy up to $85. This stock is in the Tomorrow’s Treasures Portfolio (TTP) as well. This is a play on 3D printing. Stratsys reports earnings on May 13th. It has beaten Wall Street’s income projections in nine of the past 10 quarters. I expect a good earnings report on Monday and shares could soar 10-20% with a good report.
Stratasys manufacturers 3-D printers that allow engineers and designers to create working prototypes of CAD-designed models. The company also generates roughly one third of revenue from its on-demand parts manufacturing business, which delivers parts printed on 3-D printers for customers that send a CAD file.
Here are three reasons why I like Stratsys:
1. Its recent acquisition of Objet makes Stratasys the largest manufacturing of 3-D printing equipment for the professional market. This is a rapidly expanding market. In the future, this could be a key market segment for SSYS.
2. The company boasts an impressive growth and profitability track record, with only economic cycles recently impeding growth.
3. Its focus on plastics should make it a leader in the space. This could also allow it to carve out more product niches and block new competitors from entering the market.
This is a good buy up $85 a share. This company has delivered a 22% annualized return over the past 15 years and I do not see this trend slowing down anytime soon…
Company: TiVo Inc.
Ticker Symbol: TIVO
Action: Buy up to $13
1/31/13 Update… I am adding 10% to Tivo (TIVO) with a buy up to $13. Last time around on Tivo, we made nearly 50%. It has another lawsuit with Google starting this month. If you are unfamiliar with Tivo’s lawsuits, this is a great refresher:
The stock could easily travel from just under $12 to $16 or higher over the next few weeks. Option buyers may consider the June or July calls. The option activity is pushing up the June calls right now. This is a MEDIUM risk trade and I will put in the usual 20% stop loss.
This shows the gains after its last two lawsuit settlements:
Company: tesla Motors
Ticker Symbol: TSLA
Action: Buy up to $60
4/5/13 Analysis… I will be adding 10% to Tesla Motors (TSLA) this week with a buy up to $60. It reports earnings on May 8th and I am expecting good results. I bought this stock in our Contrarian portfolio in March and its up nearly 50%. I see shares climbing much higher in the next few weeks with a good earnings report. I will put in a 20% stop loss. It is a MEDIUM RISK trade. Tesla Motors, Inc. designs, develops, manufactures, and sells electric vehicles and electric vehicle powertrain components.