Yamana Gold Inc. (AUY)
First Recommendation - BUY (12/26/2006)
Performance - ~ 15% gain in last 4 months.
Reason behind good performance - Rising inflation and strong market for gold and copper.
Outlook - Positive. In current economic times, I believe gold must be a part of every well diversified portfolio, and the best way to play gold is AUY. AUY is the fastest growing intermediate gold company and is setting an example for the rest of the industry. On 04/24/2007 Yamana Gold reported that Q1 2007 production figures were ahead of budget. In my opinion, although AUY's momentum has stalled in last couple of weeks, it is poised to go much higher.
Current Recommendation - BUY.
Starbucks Corp. (SBUX)
First Recommendation - BUY (12/31/2006)
Performance - ~ 11% decline in last 4 months.
Reason behind lagging performance - Meeting (not beating) analyst estimates.
Outlook - Positive. Omnipresent Starbucks is committed to expand its business in more and more countries, the opening of its first store in Romania on April 8th being the latest example of its ongoing expansion.
Current Recommendation - Analyze Starbucks 2007 Q2 report coming out tomorrow (05/03/2007) for short term prospects. BUY for long term investing.
Altria Group Inc. (MO)
First Recommendation - BUY (01/10/2007)
Performance - ~ 5% gain in last 4 months.
Reason behind good performance - KRAFT spin-off, dormant litigation environment.
Outlook - Positive. A great value stock paying a good dividend (current yield is = ~ 5%); minor setbacks due to unforeseen lawsuits are possible.
Current Recommendation - BUY.
Denny's Corp. (DENN)
First Recommendation - SELL (01/25/2007)
Performance - ~ 12% decline in last 3 months.
Reason behind lagging performance - Falling same-store sales and guest traffic, in addition to high debt and low market share.
Outlook - Negative. Though Denny's management has been doing a lot to refinance its debt, it is proving to be just not enough.
Current recommendation - AVOID
First Recommendation - BUY (12/26/2006)
Performance - ~ 15% gain in last 4 months.
Reason behind good performance - Rising inflation and strong market for gold and copper.
Outlook - Positive. In current economic times, I believe gold must be a part of every well diversified portfolio, and the best way to play gold is AUY. AUY is the fastest growing intermediate gold company and is setting an example for the rest of the industry. On 04/24/2007 Yamana Gold reported that Q1 2007 production figures were ahead of budget. In my opinion, although AUY's momentum has stalled in last couple of weeks, it is poised to go much higher.
Current Recommendation - BUY.
Starbucks Corp. (SBUX)
First Recommendation - BUY (12/31/2006)
Performance - ~ 11% decline in last 4 months.
Reason behind lagging performance - Meeting (not beating) analyst estimates.
Outlook - Positive. Omnipresent Starbucks is committed to expand its business in more and more countries, the opening of its first store in Romania on April 8th being the latest example of its ongoing expansion.
Current Recommendation - Analyze Starbucks 2007 Q2 report coming out tomorrow (05/03/2007) for short term prospects. BUY for long term investing.
Altria Group Inc. (MO)
First Recommendation - BUY (01/10/2007)
Performance - ~ 5% gain in last 4 months.
Reason behind good performance - KRAFT spin-off, dormant litigation environment.
Outlook - Positive. A great value stock paying a good dividend (current yield is = ~ 5%); minor setbacks due to unforeseen lawsuits are possible.
Current Recommendation - BUY.
Denny's Corp. (DENN)
First Recommendation - SELL (01/25/2007)
Performance - ~ 12% decline in last 3 months.
Reason behind lagging performance - Falling same-store sales and guest traffic, in addition to high debt and low market share.
Outlook - Negative. Though Denny's management has been doing a lot to refinance its debt, it is proving to be just not enough.
Current recommendation - AVOID
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