The following video is part of our "Motley Fool Conversations" series in which industrials editor/analyst Brendan Byrnes and consumer goods editor/analyst Austin Smith discuss topics across the investing world.
In today's edition, Brendan and Austin continue their series, "Stocks the Market Hates," in which they discuss stocks with high short percentages. Today, they discuss mailing services leader Pitney Bowes and health-care management giant Express Scripts. Both Brendan and Austin agree with the short positions in Pitney Bowes, which pays out a huge dividend but could be part of a declining industry and may have waited too long to develop its software portfolio. Austin wouldn't short Express Scripts, because it's the dominant player in its industry, and, if approved, the acquisition of Medco could be huge for the company.
While both Brendan and Austin agree that Pitney Bowes could be in for a rough 2012, we've come across a different stock that has us so excited we can hardly contain our investing enthusiasm. This company has so much promise that we've dubbed it: "The Motley Fool's Top Stock for 2012." We've created a special free report for investors to uncover this soon-to-be rock star. The report highlights a company that is revolutionizing commerce in Latin America, and you can get instant access to the name of this company by clicking here to download it now.
At the time thisarticle was published Austin Smith has no positions in the stocks mentioned above. Brendan Byrnes has no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above.Motley Fool newsletter services recommendMedco Health Solutions. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.
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