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Daily Archives: March 4, 2011

Stock Market Analysis Video: Still a Bull Market

March 4, 2011
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Stock Market Analysis Video: Still a Bull Market

In this week’s Stock Market Analysis Video, Cabot China & Emerging Markets Report Editor Paul Goodwin says it’s still a bull market. It looked like it might not be anymore, as the Dow Industrials fell big on Monday and Tuesday, but then they found support and received a nice bump on Thursday. Investors are nervous, as the market’s uptrend is now about six months old and many are forecasting a correction. Stocks discussed are Brush Engineered Materials (BW), Global Defense Tech (GTEC), Brigham Exploration (BEXP) and China New Borum (BORN). Click below to watch the video!

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Manitowoc: Boring Business, Exciting Prospects

March 4, 2011
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My stock idea this week is Manitowoc (MTW), which is in the exciting business of … cranes.  Seriously!  The big idea here isn’t that the company has something terribly new and exciting, but that, as one of the largest crane operators in the world, Manitowoc is highly, highly leveraged to the business cycle-when business is good, it’s very good. Unfortunately, the company’s business was in tatters for much of the past couple of years, but that changed in the fourth quarter.  Earnings, while still at low levels, beat estimates by a wide margin, and more importantly, Manitowoc’s backlog for...

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