Stock picks and pans: FXI, CELG, SWK, RNT, PWR, AM, HSY, PFE, EWL ...
Here are some of his suggestions as well as the latest stock ideas from BloggingStocks and from around the web:
iShares FTSE/Xinhua China 25 Index (NYSE: FXI) -- the exchange-traded fund is a favorite of Jim Cramer as he's been pounding the table on China. China will break out of the tailspin first and lead us back, he says. Load up on China, and remember that many companies will benefit from its lead including Chevron (NYSE: CVX), Nucor (NYSE: NUE), and even U.S. Steel (NYSE: X) (Cramer's Take) and Qualcomm (NASDAQ: QCOM).
Celgene (NASDAQ: CELG), Gilead (NASDAQ: GILD) and Cephalon (NASDAQ: CEPH) are three health care picks from Jim Cramer. While he he doesn't feel good about tech, other than China, health care just feels great, he says.
Stanley Works (NYSE: SWK) reduced manufacturing capacity and staff, and is well-positioned to increase market share as the economy starts to recover in Q3 / Q4 2009. The tool manufacturer will also likely benefit from a frugality trend which would replace power tool purchases with basic, manual ones, so thinks Joseph Lazzaro.
Aaron Rents (NASDAQ: RNT) is a specialty retailer of consumer electronic goods and the stock has actually held up well in this environment where consumers are pulling back on discretionary spending. Aaron even raised its 2009 full-year earnings guidance. Case in point, the stock has nearly doubled since its $15 bottom in October, says Michael Vodicka.
Quanta Services (NYSE: PWR) is the leading electrical contractor in the country and it stands to benefit from Obama's stimulus spending on infrastructure. The company is the largest in its field with no competitors -- talk about moat. With low debt level and significant revenue and EPS growth, the stock price should appreciate, also due to lack of selling pressure, says Dave Dyer.
American Greetings (NYSE: AM), 1-800-Flowers.com (NASDAQ: FLWS), The Hershey Company (NYSE: HSY), Tiffany & Co. (NYSE: TIF) and Pfizer Inc. (NYSE: PFE) are five of nine stocks Kiplinger.com offers for Valentine's Day. Greeting cards, flowers, chocolate, jewelry and viagra -- what more does a portfolio need to feel the love?
iShares MSCI Switzerland Index Fund (NYSE: EWL) -- if Cramer likes China, Barron's Avi Salzman likes Switzerland. The European country is "known for its stable currency and rock-solid political climate." It is also "home to some of the best-run globally oriented companies in the world like Nestle and Roche Holding." If ETFs are not your cup of tea, consider closed-ended fund Swiss Helvetia Fund (NYSE: SWZ) or direct investments in Swiss companies like ABB (NYSE: ABB) and Novartis (NYSE: NVS).