Keeping up with tradition of most financial bloggers at the start of the new year with some picks and themes for the new year:
With the introduction of the iPad last year, Apple create created a whole new class of computing... stick with $AAPL... Android may overtake iOS in numbers this year but Apple makes a pile of cash and iPods and iPad and ATVs are never included in the numbers that AAPL bears give when talking Android market share. Plus, $GOOG gives Android away for free... watch 3rd party tab makers hedge their bets with WindowsMobile 7 tabs too as they fight it out to the bottom...Apple sold a ton of gear over Christmas and should run up into earnings... nobody is making an "Android killer" yet...
$RIMM isn't going anywhere... Blackberry users are loyal and their security is better than all the other smartphones out there today; while their new tablet, the Playbook, may still flop in terms compared with the iPad, they will sell a ton of them regardless of the battery problems... wait for major overall correction with $RIMM.. it's still also a takeover target if Windows tabs and phones flop.....though it is sitting at its 200SMA right now, under $50 is nicer... on the watchlist...
the return of AGs and Uranium stocks... Fertilizer plays and uranium plays will be big in 2011... For ferts: go with $POT, $AGU, and $MOS.. beware of profit taking early January as these have been on a tear the last few weeks... great entry points on the pullbacks.... stick with larger plays like $CCO and $DML for uranium...
commercial trucking... $CMI is a good safe bet for 2011.. they got a great balance sheet and with the US government focusing on fuel economy and higher emission standards for commercial trucks, Cummins is your best bet.
retail: $LULU.. never mess with women with money who want to look good... lululemon has been an institutional favourite last year and its PE is through the roof, but with its tiny float, it can only mean higher share price... get in on any pullbacks..and this should run nicely into earnings for Q4..the lulu stores were absolutely packed during the holiday season...
$ZAGG is a nice retail play for 2011 also...all those expensive "itoys" needs protection...
$MELI- the eBay of Latin America... they got home court advantage...
$MCP- molyCorp is a new rare Earths play... IPO last summer and is already up 200%...Rare earth metals are definitely in bubble territory but there's still a lot of momentum in the sector for 2011... especially with smartphones and mobile tablets taking off... Canadian rare earth plays: $REE $AVL $GWG
Oil will flirt with $100 a BBL in 2011... get in the bigger players on overall market correction.. $XOM $SU
Caution of a January correction.. the market indicators show overall markets are oversold and will pullback..great time to get in a lot of these not so cheap stocks...
Do your own DD... I do not recommend BUYING any of these stocks without doing your own DD first... these are stocks I currently own or am trading or will be acquiring in the short term future as of Jan 3, 2011... watch for any updates on my twitter feeds or facebook updates.
