Growth Investing

I’m a big fan of low-priced stocks — especially those that are under $5 a share. At that level, most mutual fund managers are restricted from owning them. But if growth plans pan out and shares move above that threshold, those same fund managers then have the green… Read More

When Intel (Nasdaq: INTC) announced plans in mid-January to spend an eye-popping $9 billion on capital spending, tech analysts sat up and took notice. Many of them have been lukewarm on chip stocks for so long that they simply didn’t see it coming. And when Samsung and Taiwan Semiconductor (NYSE: TSM) followed up with similarly aggressive plans for 2011, it became apparent that the entire chip industry was now in full-growth mode. The prime beneficiary of the newfound momentum in capital equipment spending: Applied Materials (Nasdaq: AMAT). I told readers to buy shares two months ago,… Read More

When Intel (Nasdaq: INTC) announced plans in mid-January to spend an eye-popping $9 billion on capital spending, tech analysts sat up and took notice. Many of them have been lukewarm on chip stocks for so long that they simply didn’t see it coming. And when Samsung and Taiwan Semiconductor (NYSE: TSM) followed up with similarly aggressive plans for 2011, it became apparent that the entire chip industry was now in full-growth mode. The prime beneficiary of the newfound momentum in capital equipment spending: Applied Materials (Nasdaq: AMAT). I told readers to buy shares two months ago, as there was simply too much pessimism around the world’s largest semiconductor capital equipment firm. And it looks as if The Street is still underestimating this tech powerhouse. The recent 28% spike in the stock was impressive, but I see another 25% or so move coming this spring.     On its way to $20? As I’ve noted in the past, analysts tend to move very slowly, judging stocks by how the next quarter will fare. Price targets are raised and lowered based on updated 90-day forecasts. But when… Read More

The health care industry has been on a steady growth path for nearly two decades. That’s been good news for investors who have enjoyed almost non-stop gains from the sector. But now, cost pressures are now putting heat on the sector and gains have been much harder to come by. In contrast, the party’s just beginning for China… Chinese health care is far earlier on the growth curve and appears to have a long growth path ahead of itself. Chinese per-capita spending on health care is the lowest of any of the 20 largest global economies. Off… Read More

The health care industry has been on a steady growth path for nearly two decades. That’s been good news for investors who have enjoyed almost non-stop gains from the sector. But now, cost pressures are now putting heat on the sector and gains have been much harder to come by. In contrast, the party’s just beginning for China… Chinese health care is far earlier on the growth curve and appears to have a long growth path ahead of itself. Chinese per-capita spending on health care is the lowest of any of the 20 largest global economies. Off that low base, key companies look set to grow at a double-digit clip for a number of years to come and offer investors the same consistent gains once offered by American healthcare stocks. Here are three companies I’ve found that appear nicely positioned to capitalize on that trend. 1. American Oriental Bioengineering (AMEX: AOB) Growing through acquisitions can be winning strategy if it helps a company develop a broad and compelling set of products. That was the plan for this purveyor of plant-based drugs and neutraceuticals. Chinese consumers greatly prefer traditional organic remedies,… Read More

Are you an income investor or a growth investor? It’s pretty much been accepted as common knowledge that a stock either offers great dividends, or great potential for price appreciation, but not both. If you look hard enough though — and far enough down the market cap scale… Read More

On Tuesday I told you about one of the easiest ways I know of to make a fortune in stocks. In short, the idea is to take a tiny chunk of your discretionary cash and “swing for the fences.” I’m talking about investing in a few small stocks with the potential to return many times your money. Just one big winner — one home run — could more than make up for losses on your other bets. Here’s what I mean… In just four days, one of the… Read More

On Tuesday I told you about one of the easiest ways I know of to make a fortune in stocks. In short, the idea is to take a tiny chunk of your discretionary cash and “swing for the fences.” I’m talking about investing in a few small stocks with the potential to return many times your money. Just one big winner — one home run — could more than make up for losses on your other bets. Here’s what I mean… In just four days, one of the stocks I featured in my article: “3 Small Stocks That Could Make Investors Rich” is down 3%. Another is down 5%. But the third, BioLase Technology (Nasdaq: BLTI), has already jumped 96%.   Let’s say you had put $1,000 into each of these stocks. With your $3,000 investment you’d be sitting on $3,880 today — an $880 profit in less than a week. And that came from getting only one out of three stock picks right. Not bad. I don’t know of any other way to… Read More

Oil, technology, minerals and banking. Those are the industries that are host to the world’s most richly-valued companies. In fact, with a market cap of more than $250 billion, these companies are larger than the gross domestic product (GDP) of countries such Portugal, Egypt or Chile. Read More

Despite economic challenges, the United States remains as a compelling hotbed of innovation. So many items in everyday use — especially in the field of medicine — got their start here. [In fact, Andy Obermueller recently revealed his favorite game-changing medical picks in the latest issue of Game-Changing Stocks]… Read More

Are you locked and loaded with the financial industry’s so-called “Top Stocks for 2011?” If you are, or even if you’re just mulling them, you may want to look beyond those names — these stocks don’t always pay off no matter how reputable their pickers may be. You don’t even have to look too far back for proof. Last year, Assured Guaranty (NYSE: AGO), Apple (Nasdaq: AAPL), Hewlett-Packard (NYSE: HPQ), and Comcast Corp. (Nasdaq: CMCSA) were among the most-suggested picks for 2010. Yes, Apple and Comcast gained 54% and 29%, respectively, but Hewlett-Packard fell 19% last year,… Read More

Are you locked and loaded with the financial industry’s so-called “Top Stocks for 2011?” If you are, or even if you’re just mulling them, you may want to look beyond those names — these stocks don’t always pay off no matter how reputable their pickers may be. You don’t even have to look too far back for proof. Last year, Assured Guaranty (NYSE: AGO), Apple (Nasdaq: AAPL), Hewlett-Packard (NYSE: HPQ), and Comcast Corp. (Nasdaq: CMCSA) were among the most-suggested picks for 2010. Yes, Apple and Comcast gained 54% and 29%, respectively, but Hewlett-Packard fell 19% last year, while Assured Guaranty lost 22%. By comparison, the broader market gained 11% during this timeframe. That’s not meant to be a critique of the folks who picked those names in early 2010. It’s difficult to see the future. On the other hand, if the odds of success are 50/50 and the losing stocks lagged as badly as the winning names outpaced the market, what’s the point? So which equities were last year’s actual leaders? And to be clear, we’re not talking about any wild and illiquid (not to mention unlisted) penny stocks either —… Read More