October 2009 - Steve Cook's Strategic Stock Investments

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Steve Cook's Strategic Stock Investments

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Be sure to read my daily commentary within my free blog, Steve Cook on Disciplined Investing, covering the economic, political and market developments that impact Your Money. I include links to analysis by experts, their opinions and data that support those opinions as well as my own.

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Subscriber Alert 10/29/09; Review of Qualcomm (Dividend Growth and Aggressive Growth Portfolios)

Subscriber Alert As noted above, at the Market open this morning, our Portfolios will move to a 17.5% cash position. In the Dividend Growth Portfolio, a small portion of the following holdings will be Sold: Home Depot, VF Corp, Praxair, Automatic Data...

Published 10-29-2009 8:39 AM by Steve Cook
Subscriber Alert; Review of Home Depot (Dividend Growth Portfolio)

Subscriber Alert I said in yesterday’s Morning Call that a break in the Market would prompt me to raise cash. I am sticking with that except as I noted above I am also sticking with my technical discipline before acting. On the other hand, item...

Published 10-28-2009 8:42 AM by Steve Cook
Review of Boeing (Dividend Growth and High Yield Portfolios)

Boeing Co. is a leading manufacturer of commercial aircraft, military aircraft as well as variety of command and control and advanced radar systems. The company has grown profits and dividends at a 10-12% annual rate over the past 10 years earning a return...

Published 10-27-2009 8:37 AM by Steve Cook
Subscriber Alert; Review of Becton Dickinson (Aggressive Growth Portfolio): more earnings news

Subscriber Alert The stock price of Meridian Bioscience (VIVO-$23) traded below the lower boundary of its Buy Value Range. Accordingly, it is being Removed from the Aggressive Growth Buy List. VIVO remains above its Stop Loss Price. The Aggressive Growth...

Published 10-22-2009 8:32 AM by Steve Cook
Review of Balchem (Aggressive Growth Portfolio); plus lots of earnings reports

Balchem Corp. provides specialty ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries including (1) specialty gases used to sterilize medical devices and to produce specialty herbicides, fertilizers...

Published 10-21-2009 8:31 AM by Steve Cook
Review of Sysco

Sysco Corp distributes fresh, frozen and specialty meats, seafood, poultry, fruits and vegetables, bakery products, canned and dry foods, dairy foods, beverages, kitchen and tabletop equipment, paper and disposable products, sanitation items and hotel...

Published 10-20-2009 8:38 AM by Steve Cook
Buying back the FDS calls

SUBSCRIBER ALERT 10/16/09 With stocks down, the Aggressive Growth Portfolio bought back the FDS Oct 65 @ $.75. After commissions, that leaves it with a $.25 profit. On any rally, it will sell the Nov 70 calls

Published 10-16-2009 12:48 PM by Steve Cook
Subscriber Alert; plus Option note

Subscriber Alert The stock prices of McDonald’s (MCD-$58) and Genuine Parts (GPS-$39) have traded above the upper boundary of their respective Buy Value Ranges. Hence they are being Removed from the Dividend Growth Buy List (MCD, GPC), the High...

Published 10-16-2009 8:32 AM by Steve Cook
Subscriber Alert--Adding to stocks; review of Rockwell Collins (Aggressive Growth Portfolio)

Subscriber Alert With the resolution of the technical state of the S&P and the accumulating proof that the revenues-are-key thesis will prove correct, at the Market open this morning, our Portfolios will move cash from 15% to 13.75% as follows: In...

Published 10-15-2009 8:36 AM by Steve Cook
Review of Quality Systems Inc (Aggressive Growth Portfolio)

Quality Systems Inc develops and markets healthcare information systems in the US; they include systems that automate medical and dental practices and networks of practices such as physician hospital and management services organizations, ambulatory care...

Published 10-14-2009 8:50 AM by Steve Cook
Subscriber Alert--selling long bonds; review of Praxair (Dividend Growth Portfolio)

Subscriber Alert Corporate bond prices are starting to break up trends, likely in anticipation of rising inflation. That is a call to action on our own holdings of longer bonds as cash substitutes. This morning, our Portfolios are selling one half of...

Published 10-13-2009 8:32 AM by Steve Cook
Subscriber Alert; news on COP and PEP; writeup of STRA

Subscriber Alert The stock price of Pepsico (PEP-$60) has traded above the upper boundary of its Buy Value Range. Accordingly it is being Removed from the Dividend Growth and Aggressive Growth Buy Lists. The Dividend Growth Portfolio never purchased PEP...

Published 10-09-2009 8:31 AM by Steve Cook
Review of Microsoft (Aggressive Growth Portfolio); 10 best dividend stocks

Microsoft (MSFT-$24) is the world’s largest independent developer and seller of computer software products for a wide range of computing devices. The company has earned between 30-40% return on equity over the last 10 years and has grown its earnings...

Published 10-08-2009 8:23 AM by Steve Cook
Subscriber Alert--the Inflation trade reasserts itself

SUBSCRIBER ALERT 10/7/09 Two brief comments on yesterday’s pin action: (1) the S&P rallied back to the level of the lower boundary of its March to present up trend. The boundary is now at circa 1054; as this is being written the S&P is at...

Published 10-07-2009 10:37 AM by Steve Cook
Review of Phillip Morris International (Dividend Growth and High Yield Portfolios)

Philip Morris International is a spin off from Altria. It manufacturers, sells and distributes a wide range of tobacco products in markets outside the US. Operating profits from this segment of the old Altria business grew at an 11% annual rate. PM expects...

Published 10-06-2009 6:52 AM by Steve Cook

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October 2009 - Steve Cook's Strategic Stock Investments

FREE - FOR A LIMITED TIME ONLY

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Have You Seen This?

Subscriber Alert 10/29/09; Review of Qualcomm (Dividend Growth and Aggressive Growth Portfolios)

Subscriber Alert; Review of Home Depot (Dividend Growth Portfolio)

Review of Boeing (Dividend Growth and High Yield Portfolios)

Subscriber Alert; Review of Becton Dickinson (Aggressive Growth Portfolio): more earnings news

Review of Balchem (Aggressive Growth Portfolio); plus lots of earnings reports

Review of Sysco

Buying back the FDS calls

Subscriber Alert; plus Option note

Subscriber Alert--Adding to stocks; review of Rockwell Collins (Aggressive Growth Portfolio)

Review of Quality Systems Inc (Aggressive Growth Portfolio)

Subscriber Alert--selling long bonds; review of Praxair (Dividend Growth Portfolio)

Subscriber Alert; news on COP and PEP; writeup of STRA

Review of Microsoft (Aggressive Growth Portfolio); 10 best dividend stocks

Subscriber Alert--the Inflation trade reasserts itself

Review of Phillip Morris International (Dividend Growth and High Yield Portfolios)