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Winston's BlogOn this page, you can find articles written by me featuring my stock recommendations and ideas.A Letter to Congress on Healthcare ReformRelated Stocks: Healthcare08/17/2009 : As an industry analyst in the healthcare sector, I have a strong interest in the healthcare debate on Capitol Hill. This is a letter I am sending to Senator Evan Bayh (D-IN) that reflects some ideas related to the current reform effort.Health Care REIT Keeps a Strong PulseRelated Stocks: HCN08/04/2009 : Health Care REIT leases real estate to the operators of medical facilities that cater to the elderly. I believe that this company’s relatively non-cyclical business will appeal to investors, particularly those seeking the support of a reliable dividend.ECLP: Uncertainty Eclipses an Optimistic OutlookRelated Stocks: ECLP, CERN, MCK, CPSI, MDRX, QSII, ATHN07/09/2009 : The HITECH Act of 2009 will be a bonanza for the healthcare IT field, but fundamentals cloud the near-term picture.A Critical Review of Daschle’s Healthcare BookRelated Stocks: Healthcare06/10/2009 : My critique on how this book relates to the Obama administration's views on healthcare reformIdexx Diagnosis: UndervaluedRelated Stocks: IDXX, WOOF04/22/2008 : A second look at my December 14 recommendation for IdexxA pardon for athenaHealth?Related Stocks: ATHN04/09/2008 : A reevaluation of athenaHealth since my last article on March 3rd.PLDT is Wired to Currency and BPORelated Stocks: PHI04/02/2008 : Philippines Long Distance Telephone - the premiere play for the latest economic trends in the PhilippinesDon't fall for the allure of athenaHealthRelated Stocks: ATHN03/02/2008 : This newly hyped stock recently caught my attention. Here's my analysis on whether I think it’s a secular growth story, or another tech sector dud.Team Inc.: High Growth Infrastructure PlayRelated Stocks: TISI01/04/2008 : The stock market is teeming with growth stories under the media radar. I found one such low-profile growth story in Team Industrial Services (TISI), a service company for oil refineries.IDEXX Barking Up the Right TreeRelated Stocks: IDXX, WOOF12/11/2007 : According to BusinessWeek Americans spend an estimated $41 billion per year on their pets. Here's the best of breed stock for animal care.Is WellPoint Healthy for your Portfolio?Related Stocks: WLP, UNH12/07/2007 : As we rapidly approach the 2008 Presidential Elections, one political issue has reignited debate – health care. To examine this topic, I performed an in-depth study of the largest health insurer by membership, Indianapolis-based WellPoint, Inc (WLP).Riding the Wind Behind KaydonRelated Stocks: KDN10/01/2007 : Why this high-margin engineering parts company has wind power at its backNewMarket Thrives in an Old MarketRelated Stocks: NEU, LZ, BASFY.PK09/17/2007 : A brief look at a speculative specialty chemicals companyRed Robin's a Risky FlightRelated Stocks: RRGB09/09/2007 : Why this high-growth burger chain is hiding some bad beef…Three Short Ideas on SubprimeRelated Stocks: MTG, IMB, MBI08/16/2007 : The house of pain still has a long way to play out for the mortgage market. Even with Federal Reserve action, it could take months for the impact to be felt in the housing market. Here are three stocks likely to buckle under the subprime pressures.Lessons From American Home MortgageRelated Stocks: AHMIQ.PK08/09/2007 : The stock's shoddy foundation had been showing signs of wear since June.Snack on these Safe InvestmentsRelated Stocks: KFT, NSRGY.PK07/31/2007 : Looking for a safe haven from the sub-prime shockwave for your investments? One area safe from the fallout and primed for accelerating growth is the food industry.Speculating on Smarter EnergyRelated Stocks: ITRI, COMV, ENOC, ELON07/26/2007 : As global power grids come to a capacity crunch, a new bull is emerging in smart energy. Here are four stocks to benefit from this growing market.The Borat Trade: Cashing in on KazakhstanRelated Stocks: CVX, TMY, PKD, SXRZF.PK07/13/2007 : Kazakhstan has been in hitting the news lately… and this time it’s not just because of Borat. Here are four great stocks for playing this rising country's astounding growth!IBKR: The Next Generation BrokerRelated Stocks: IBKR07/07/2007 : Last May a company named Interactive Brokers Group (IBKR) went public with a record-setting $1.2 billion IPO. Despite having one of the biggest IPOs of the year, this company is poised to shake the discount brokerage industry.The WWE Panic TradeRelated Stocks: WWE07/02/2007 : This month World Wrestling Entertainment took a tumble, sparked off by a public relations nightmare. I doubt that these events will lead to a long term impact on WWE, and here's my take on how to cash in on the fall out.CEMIG: A “Green” Generating UtilityRelated Stocks: CIG06/28/2007 : Last week the Brazilian power company CEMIG got some favorable press on CNBC in recognition of a stock split. Seeing that this company has been hitting 52-week highs, I took a further look to see if the momentum can continue.A Taste of American Fast Food in ChinaRelated Stocks: YUM, SBUX06/23/2007 : Hungry investors are anxiously cheering on their favorite U.S. food and beverage titans as they open shop in the lucrative mainland China market. Two such companies with high hopes are YUM! Brands (YUM) and Starbucks (SBUX).ABB Ltd: A Tactical Play on ChinaRelated Stocks: ABB, SI, ARVCF06/20/2007 : In the first quarter of 2007, the China Energy Council reported that China’s electricity consumption has jumped nearly 15% from a year ago. I believe the best play for power grid development in China and other emerging markets is ABB Ltd.A Reason to Hang Up on Fairpoint CommunicationsRelated Stocks: FRP, VZ06/18/2007 : Fairpoint Communications (FRP) is a rural local telecommunications company. Early this year, they agreed to purchase an east coast area of Verizon’s service area. I decided to take a closer look at whether there could be some hidden value in this stock.Three Reasons NWS is Old NewsRelated Stocks: NWS, DJ06/05/2007 : For the past 2 years I have been bullish on NewsCorp (NWS). But this past month I have sold off my entire stake, and here are my reasons why.Investigating the China Bubble06/03/2007 : I recently attended a 2-week course at Peking University that explained some of the driving factors behind China's booming economy. This is a summary of my findings and outlook.American Campus Comm. - A Secular Growth PlayRelated Stocks: ACC, EDR, GCT04/11/2007 : I like to invest in secular bull markets, and one assured secular bull market is in college town real estate. Here I take a look at American Campus Communities (ACC), the best of breed stock in the sector.Betting that The Gap’s done fallingRelated Stocks: GPS, HPQ, SHLD, DIS04/01/2007 : One of my favorite places to make money is in turnaround stories. I try to keep an eye out for broken companies that just need a few changes to rebound, and I believe one such company is The Gap Inc. (GPS). |
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