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Wednesday, February 11, 2015

More Individual Stock Movers

There comes a time in our life that you just have to let go.  In the financial world it is not always forever.  But we need to talk about some more movers in the market.  Good and bad movers.  Let me see if I can find some good advise for you about some more individual stocks moving in the stock market and help you make some decisions as to some things to look at or look the other way.

First lets talk about Alibaba (BABA).  When this stock came out on the market as an IPO I was all in.  Glad I did not end up betting the farm as I have been met with extreme disappointment.  I thought in the beginning that this was "THE STOCK" to add to your portfolio.  But Jack Ma has shown he is a fool with money.  He has found himself in a plague of controversy, in trouble with the Chinese government and just announced he is going to be backing Jackie Chan and pouring in millions to support a movie for him.  Sorry, but it is time to close the door on Alibaba.  For these reasons I must suggest to you what I did. SELL!!!  With the kinds of problems and issues this company is facing and the owner making extremely poor multimillion dollar decisions it is time to look elsewhere for a better stock that pays dividends...which Alibaba does not.

Lets talk Coke vs. Pepsi:  Coca Cola (KO), sorry but Pepsi wins in the 4th Quarter and is being rewarded. Pepsi sores $2.01 per share today due to beating 4th Quarter earning projections.  Since Coke split back in August 2012 it failed to give their shareholders the expectations of any kind of significant growth during the wonder year or 2013 or the average year of 2014.  While PepsiCo (PEP) continues to by far out preform Coca Cola (KO) in the market.  We have no other choice but to put Coca Cola (KO) on ice as a HOLD or Sell, while we have to give PepsiCo (PEP) a BUY.  Yes, I am a torn man.  I drink Coke and BUY Pepsi stock..."This is not my first time at the rodeo"!  You might be interested in this article.  http://www.nytimes.com/2015/02/11/business/coca-cola-q4-earnings.html?_r=0

Lets look at HSBC Holdings (HSBC)  What a fire they have under their ass.  The UK and United States governments on after their ass over taxes.  HSBC is a financial institution from the UK that literally has their fingers in about everything.  They do car loans, personal loans, business loans, credit and debit cards and about everything else you can imagine.  They are now being accused of tax fraud, helping customers to tax dodge, etc.  With both the UK and US riding their ass this is a company to stay clear of at this time.  HSBC has seen their stock fall and tumble and has never been able to fully recover since 2008.  With these problems looking over their head and poor stock performance this is a definite SELL!  And do not be buying in.  Other sources will find you the profits in the market you seek.

Now lets take a look at Wal-Mart (WMT) and Target (TGT).  The Northern Lights of Aurora Borealis are not kind to these big retailers.  Target has just announced it is pulling out of all 133 of it's stores in Canada after a short 2 year stent and takes a hit in the market.  While Wal-Mart announces it is going to expand its stores in Canada and takes a tumble too.  Okay, I like anything that makes me money.  But I think these two giants are in for a cool off for awhile.  Target has been performing quite well in the market but with this announcement I want to see where the chips fall first before I advise anyone putting money into their stock.  Wal-Mart has long been stagnant for the most part.  They have saturated the market to the point their is little for them to saturate anymore.  Thus why Wal-Mart has not split since 1999, while in the 1970's, 1980's and early 1990's it was splitting every time you sneezed.  Wal-Mart's big money days in the market are over.  Can they still show profits?  Absolutely, but not like those days of past.  Their dividends are meager in my opinion based on the profit and market share of the company.  Wal-Mart is driving a short highway off the cliff of the DOW Industries and I easily see it being replaces in the next three to five years.  Wal-Mart and Target are both a HOLD.  Now is not the time to get in.  Want to be pointed in a better direction, then head over to TJ MAX (TJX) if you are looking to BUY

Now lets talk about an old standby of mine Rite-Aid (RAD).  I personally owned this stock and saw some things in the past that I did not particularly like.  Mainly a lack of aggression and their deals with GNC Holding (GNC).  So I took a nice profit several years ago and got out and was happy to have done so when it Rite-Aid went on to take a big dip.  But it is never bad to revisit a stock when it is going to make you money.  I revisited Rite-Aid back in September 2014 and started taking my dividends from other stocks and reinvesting it in Rite-Aid.  With todays announcement I think I may have done the right thing.  Rite-Aid is buying EnvisionRx for $2 Billion dollars and is finally taking aim at CVS and Wal-Greens as a major player in the pharmaceutical market.  Watch this small cheap stock take another jump of at least $1.00 per share in the near future.  With Jim Cramer's plug today it could possibly be more.  Rite-Aid is a definite BUY

Eaton Vance (EV) is an asset management and also provides investment management and counseling services to both institutions and individuals.  Easton Vance has been on a nice ride as of late.  They continue to far out preform the DOW and are up 20% since October 2014.  They have a nice little dividend and they are a Wells Fargo approved company.  I have them in my portfolio and I think you should too.  BUY

Hope you have enjoyed this Blog posting and find some good information it that will help you and your portfolio.

Gus S.



Disclaimer: Make sure to review any information found on this blog site with your personal financial advisor before making any decisions. I am providing general information and not financial advise. I am not a licensed stockbroker or financial advisor.

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