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  • September 2008 (1)
  • October 2008 (0)
  • November 2008 (0)
  • December 2008 (1)
  • May 2008 (5)
  • June 2008 (4)  
  •  July 2008 (3)
  • August 2008 (3)
  • January 2008 (4)
  • February 2008 (5)
  • March 2008 (2)
  • April 2008 (4)
  •  


    May 2008 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
    EOG Resources Inc.    EOG     NYSE     Energy   Oil & Gas Operations   05/02/08 $127.75   54.32 (Very Good)  
    Darling International Inc.    DAR     AMEX     Consumer/Non-Cyclical   Food Processing   05/09/08 $16.18   45.90 (Good)  
    Agrium Inc.    AGU     NYSE     Basic Materials   Chemical Manufacturing   05/16/08 $16.18   50.49 (Very Good)  
    Bucyrus International Inc.    BUCY     NASD     Capital Goods   Construction & Agricultural Machinery   05/23/08 $132.16   51.26 (Very Good)  
    Southwestern Energy Co.    SWN     NYSE    Energy   Oil & Gas Operations  05/30/08 $44.34   48.20 (Good)  

           EOG Resources Inc. (NYSE: EOG)  is one of the largest independent (non-integrated) oil and natural gas companies in the United States.  EOG  explores for, develops, produces and markets natural gas and crude oil in major producing basins in the United States, Canada, offshore Trinidad, the United Kingdom North Sea and select other international areas. As of December 31, 2006, EOG's total estimated net proved reserves were 6,802 billion cubic feet equivalent (Bcfe), of which 6,095 billion cubic feet (Bcf) were natural gas reserves and 118 million barrels (MMBbl), or 707 Bcfe, were crude oil, condensate and natural gas liquids reserves. On the same latter date, approximately 60% of  EOG's reserves (on a natural gas equivalent basis) were located in the United States, 20% in Canada and 20% in Trinidad.

     EOG's operations are all related to natural gas and crude oil exploration and production. As of December 31, 2006, 88% of  EOG's net proved United States and Canada reserves (on a natural gas equivalent basis) were natural gas and 12% were crude oil, condensate and natural gas liquids.Substantial portions of these reserves are in long-lived fields with well-established production characteristics.  EOG believes that opportunities exist to increase production through continued development in and around many of these fields and through application of new processes and technologies. EOG also maintains an active exploration program designed to extend fields and add new trends to its broad portfolio.

    The stock's price gained 51.0% over the past 3 months (vs. the Industry's 93.7%); 49.3% over the past 6 months (vs. the  Industry's 50.5%); and 74.8% over the past 12 months (vs. the Industry's 198.6%). The Company is classified as a large-cap growth company (with a market cap of $31.71B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was organized on 1985, and its principal executive offices are located at Houston texas.
    The Company has 1800 employees.

    Sector: Energy; Industry: Oil & Gas OPerations; Ticker: EOG;  Exch: NYSE;  05/02/08 Closing Price: $127.75

    STOCK GRADE (ASG):  54.32  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 2 (Less than average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:        17.31%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:        26.99%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:         7.11%
    . . . EPS:      -16.48%
    . . . Price:       82.21%
    . . . Dividend:       50.00%
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:       29.35
    . . . Earnings/Share:         4.37
    Price / Share (Pick Date, Closing Price) . . . Pick Date 05/02/2008:     $127.75

    COMMENT: The stock's pick price (of $127.75) is under the 13- and over the 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $130.55) and higher than the  50-day EMA (of $121.78) by -2.14% and 4.90% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time).

    . . .    
    Price / Share (13-day EMA) . . . 05/02/2008:      $130.55
    Price / Share (50-day EMA) . . . 05/02/2008:      $121.78
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Amex Natural Gas Index hits all-time high. (MarketWatch; February 28, 2008)
    2. EOG expects 36% production growth in North Dakota. (SmartBrief; February 21, 2008)
    3. EOG strikes oil.
    (Forbes; February 2, 2008)
    4. EOG Resources  is an ACE'S re-pick: EOG was one of ACE'S picks for December 2000. As of May 2, 2008, the stock had a 7.33-year gain of 425% (or about 57.99% annually). NOTE: Stocks historical prices were based on Yahoo Finance's price table.

    ^Top page



        Darling International Inc. (AMEX: DAR)  is a leading provider of rendering, recycling and recovery solutions to the nation’s food industry. The Company collects and recycles animal by-products and used cooking oil from food service establishments and provides grease trap cleaning services to many of the same establishments. The Company processes raw materials at 39 facilities located throughout the United States into finished products such as protein (primarily meat and bone meal), tallow (primarily bleachable fancy tallow), yellow grease and hides. The Company sells these products nationally and internationally, primarily to producers of oleo-chemicals, bio-fuels, soaps, pet foods, leather goods and livestock feed for use as ingredients in their products or for further processing.

    Commencing in 1998, the Company's operations were organized into two segments; Rendering segment, the core business of turning inedible food by-products from meat and poultry processors into high quality feed ingredients and fats for other industrial applications; and Restaurant Services segment, a group focused on growing the grease collection business and grease collection equipment sales while expanding the line of services, which includes grease trap servicing, and the National Service Center (“NSC”), offered to food service establishments and food processors. The NSC schedules services such as fat and bone and used cooking oil collection as well as trap cleaning for contracted customers using the Company's resources or third party providers.

    The stock's price gained 32.8% over the past 3 months (vs. the Industry's -4.4%); 62.3% over the past 6 months (vs. the  Industry's -2.1%); and 95.9% over the past 12 months (vs. the Industry's 21.6%). The Company is classified as a mid-cap growth company (with a market cap of $1.32B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was incorporated in Delaware in 1962 under the name “Darling-Delaware Company, Inc.”. The Company's principal executive offices are located at Irving, Texas.
    The Company has 1880 employees.

    Sector: Consumer/Non-Cyclical; Industry: Food Processing; Ticker: DAR;  Exch: AMEX;  05/09/08 Closing Price: $16.18

    STOCK GRADE (ASG):  45.90  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       25.85%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:         7.06%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       58.56%
    . . . EPS:     719.32%
    . . . Price:     101.96%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:       29.10
    . . . Earnings/Share:         0.56
    Price / Share (Pick Date, Closing Price) . . . Pick Date 05/09/2008:     $16.18

    COMMENT: The stock's pick price (of $16.18) is over 13- and over the 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $15.51) and higher than the  50-day EMA (of $14.22) by 15.52% and 14.22% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time).

    . . .    
    Price / Share (13-day EMA) . . . 05/09/2008:      $15.51
    Price / Share (50-day EMA) . . . 05/09/2008:      $14.22
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Darling International Inc. have record results in Fiscal Year 2007. (Smartbrief; February 27, 2008)
    2. Technical trading alert: Darling International Inc. (StockProfit.com; February 4, 2008)

    ^Top page



        Agrium Inc. (NYSE: AGU)  
    is a global producer and marketer of agricultural nutrients and industrial products and a major retail supplier of agriculture products and services in both North America and Argentina. The Company is one of the top two nitrogen producers in the world with approximately three percent of the nitrogen market. The Company produces a full range of fertilizers. Nitrogen-based fertilizers are produced in Alberta, Canada at five plants. Sulphur and phosphate-based fertilizers are also produced which utilizes phosphate ore from Agrium’s phosphate mine located at Ontario. In the United States, the Company owns and operates five nitrogen-based fertilizer production plants at Nebraska, Texas, Alaska, Washington and California and one phosphate-based fertilizer production facility at Idaho. The Company is also a 50 percent participant in the Profertil joint venture that owns and operates a nitrogen-based fertilizer plant in Argentina.

    The Company manage and report its business through four primary operating segments and a fifth non-operating segment. The four operating segments are: North America Wholesale, North America Retail, South America Wholesale and South America Retail. The primary operating segments act independently, serving customers in agricultural, industrial, international and specialty markets. The Company's North America Retail segment is one of the largest and most geographically diverse farm retailers in the United States. With 206 retail facilities in the United States as of December 31, 2003, the Company provides fertilizers, crop protection products, seeds and services to growers in 22 states, principally in the U.S. Northwest, Northeast, Midwest and California. The Company also owns and operates 18 retail farm centers  in Argentina.   

    The stock's price gained 37.3% over the past 3 months (vs. the Industry's 91.5%); 60.7% over the past 6 months (vs. the  Industry's255.6%); and 134.4% over the past 12 months (vs. the Industry's 705.4%). The Company is classified as a large-cap growth company (with a market cap of $14.16B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was formed in 1993 from the reorganization of the fertilizer division of Cominco Ltd. and the acquisition of the fertilizer assets of Alberta Energy Company Ltd. The Company's principal executive offices are located at Alberta, Calgary.
    The Company has 6,618 employees.

    Sector: Basic Materials; Industry: Chemical Manufacturing; Ticker: AGU;  Exch: NYSE;  05/16/08 Closing Price: $89.64

    STOCK GRADE (ASG):  50.49  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       28.53%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:       11.65%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       25.69%
    . . . EPS:     891.91%
    . . . Price:     134.41%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:       19.61
    . . . Earnings/Share:         4.54
    Price / Share (Pick Date, Closing Price) . . . Pick Date 05/16/2008:     $89.64

    COMMENT: The stock's pick price (of $89.64 is over 13- and the 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $86.09) and higher than the  50-day EMA (of $78.09) by 4.13% and 13.77% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time).

    . . .    
    Price / Share (13-day EMA) . . . 05/16/2008:      $86.09
    Price / Share (50-day EMA) . . . 05/16/2008:      $78.79
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Fertilizer prices doubled in the last few months. (Tennessean.com; May 7 2008)
    2. Agrium had record 2008 1st quarter earnings. (SmartBrief; May 2 2008)
    3. Agrium hits paydirt. (Forbes; My 2, 2008)
    4. Major fertilizer producers reaps huge profits. (International Business Times; April 4, 2008)
    5. Agri stock leaders on bullish uptrends. (SeekingAlpha; March 17, 2008)
    6. A new "golden age" of agriculture. (TheStar.com; March 2, 2008)

    ^Top page


         Bucyrus International Inc. (NASD: BUCY) design, manufacture and market draglines, electric mining shovels and rotary blasthole drills used for surface mining and provide the aftermarket replacement parts and service for these machines. The Company have a large worldwide installed base of the latter equipment and are the leading market provider of draglines and large rotary blasthole drills. The Company's products are sold to customers throughout the world. Growth in the industry is driven by increased demand for surface mined commodities such as copper (especially in South America), oil sands (Canada) and coal (China, the United States, India, Australia, South African and Russia). The Company projects that surface mining of coal in China and India holds potential for long-term growth.

    The equipment that the Company manufacture and the services that it provides are primarily used to mine copper, coal (thermal and metallurgical), oil sands and iron ore. Machine sales are closely correlated with the strength of commodity markets and maintain and augment the Company's almost $12.6 billion installed base as of December 31, 2006. The Company's installed base of machines provides the foundation for its aftermarket activities. The Company's aftermarket parts and service operations, which historically have been more stable and more profitable than the Company's machine sales, have accounted for approximately 72% of sales over the last 10 years. Over that period and throughout various commodities cycles, the Company's aftermarket sales have sustained a compound annual sales growth rate of 10%, increasing every year except for 1999, in which sales declined 2%. The Company have established a global presence with a network of 26 sales and service offices located in all countries where major surface mining operations are located. The Company manufacture its machines and the majority of its aftermarket parts at its facilities in South Milwaukee and Milwaukee, Wisconsin.    

    The stock's price gained 29.6% over the past 3 months (vs. the Industry's 25.2%); 59.4% over the past 6 months (vs. the  Industry's 55.5%); and 107.7% over the past 12 months (vs. the Industry's 108.5%). The Company is classified as a mid-cap growth company (with a market cap of $4.91B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was incorporated in 1927 as the successor to a business that began producing excavation machines in 1880. The Company's principal executive offices are located at South Milwaukee, Wisconsin.
    The Company has 6,050 employees.

    Sector: Capital Goods; Industry: Construction & Agricultural Machinery; Ticker: BUCY;  Exch: NASD;  05/23/08 Closing Price: $132.16

    STOCK GRADE (ASG):  51.26  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       27.33%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:         8.21%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:    118.60%
    . . . EPS:      72.63%
    . . . Price:   108.27%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:      32.69
    . . . Earnings/Share:         4.32
    Price / Share (Pick Date, Closing Price) . . . Pick Date 05/23/2008:     $132.16

    COMMENT: The stock's pick price (of $132.16 is under the 13-day EMA and over 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $133.23) and higher than the  50-day EMA (of $122.41) by -0.80% and 7.96% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S research report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 05/23/2008:      $133.23
    Price / Share (50-day EMA) . . . 05/23/2008:      $122.41
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. 50 best manufacturing companies. (Industry Week; May 23, 2008)
    2. Excavating Bucyrus. (RTT News; May 14, 2008)
    3. Bucyrus poised to take advantage of growing commodities demand. (Forbes; May 5, 2008)
    4. Bucyrus mining for profits. (JSOnline; April 25 2008)
    5. Strong sales growth nearly doubles Bucyrus  1st quarter 2008 profit. (RTT News; April 24, 2008)

    ^Top page



          Southwestern Energy Co. NYSE: SWN) is an independent energy company primarily engaged in the exploration for and production of natural gas within the United States. The Company operate principally in three segments – Exploration and Production, or E&P, Midstream Services and Natural Gas Distribution. Exploration and Production - the Company's primary business whose operations are primarily conducted through its wholly-owned subsidiaries. Midstream Services -  generates revenue from gathering fees associated with the transportation of natural gas to market and through the marketing of its gas production and some third-party natural gas. Natural Gas Distribution - operates integrated natural gas distribution systems in northern Arkansas serving approximately 152,000 retail customers. On November 14, 2007, a definitive agreement was made for the sale of this segment's wholly-owned subsidiary. Upon the sale in mid 2008, the Company will cease to have any natural gas distribution operations.

    The vast majority of the Company's operating income and earnings before interest, taxes, depreciation, depletion and amortization, or EBITDA, is derived
    from its E&P business. In 2007, 94% of  the Company's operating income and 95% of its EBITDA were generated from the E&P business. The Company's Midstream Services and Natural Gas Distribution segments each generated 3% of its operating income and 3% and 2%, respectively, of  EBITDA in 2007. Historically, the Company operated its E&P business in four primary regions — the Arkoma Basin, East Texas, the Permian Basin and the onshore Gulf Coast. In 2008, the Company's operations will primarily be focused in the Arkoma Basin and East Texas. The Company's estimated proved natural gas and oil reserves were 1,450 Bcfe at year-end 2007, compared to 1,026 Bcfe at year-end 2006 and 827 Bcfe at year-end 2005. The overall increase in total estimated proved reserves in the past three years is primarily due to the discovery and development of the Fayetteville Shale play in Arkansas, the accelerated development of the Overton Field in East Texas and the continued conventional drilling program in the Arkoma Basin.      

    The stock's price gained 36.0% over the past 3 months (vs. the Industry's 69.7%); 78.2% over the past 6 months (vs. the  Industry's 112.1%); and 86.3% over the past 12 months (vs. the Industry's 189.9%). The Company is classified as a large-cap growth company (with a market cap of $15.16B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded in 1929. The Company's principal executive offices are located at Houston, Texas.
    The Company has 1,521 employees.

    Sector: Energy; Industry: Oil & Gas Operations; Ticker: SWN;  Exch: NYSE;  05/30/08 Closing Price: $44.34

    STOCK GRADE (ASG):  48.20  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:         9.84%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:       13.75%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:      64.48%
    . . . EPS:      34.09%
    . . . Price:      99.38%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:      65.23
    . . . Earnings/Share:         0.65
    Price / Share (Pick Date, Closing Price) . . . Pick Date 05/30/2008:     $44.34

    COMMENT: The stock's pick price (of $44.34 is under the 13-day EMA and over 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $44.63) and higher than the  50-day EMA (of $40.87) by -0.65% and 8.50% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S research report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 05/30/2008:      $44.63
    Price / Share (50-day EMA) . . . 05/30/2008:      $40.87
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Block Traders' favorite energy stocks. (Forbes; May 30, 2008)
    2. Southwestern Energy's valuation downgraded. (RTT News; May 30, 2008)
    3. Grabbing a piece of the action on energy stocks. (Business Week; May 27, 2008)
    4. Southwestern Energy's record financial and operating results for 1Q of 2008. (MarketWatch; April 25, 2008)
    5. Southwestern Energy  is an  ACE'S re-pick. SWN was one of ACE'S picks for April 2004 and June 2005. April 2004's SWN had a 12-month gain of 149.83%, and June 2005's SWN had a 12-month gain of 61.80%.  From April 1, 2004 to April 1, 2008, SWN had a 4-year gain of 1,033.22% (or an averaged annual gain of 258.31%. (NOTE: Stocks historical prices were extracted from Yahoo Finance's price table.

    ^Top page




    June 2008 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
    Hess Corp.    HES     NYSE    Energy   Oil & Gas - Integrated  06/06/08 $123.92   52.02 (Very Good)  
    Sociedad Quimica Y Minera AD    SQM     NYSE    Basic Materials   Chemical Manufacturing  06/13/08 $45.45   49.73 (Good)  
    Cabot Oil & Gas Corp.    COG     NYSE   Energy   Oil & Gas Operations  06/20/08 $65.40   51.26 (Very Good)  
    Gerdau S.A. ADR    GGB     NYSE   Basic Materials   Iron & Steel  06/27/08 $23.12   44.37 (Good)  

           Hess Corp. (NYSE: HES) and its subsidiaries (collectively referred to as “Hess”) is a global integrated energy company that operates in two segments, Exploration and Production (E&P) and Marketing and Refining (M&R). The E&P segment explores for, develops, produces, purchases, transports and sells crude oil and natural gas. These exploration and production activities take place principally in Algeria, Australia, Azerbaijan, Brazil, Denmark, Egypt, Equatorial Guinea, Gabon, Ghana, Indonesia, Libya, Malaysia, Norway, Russia, Thailand, the United Kingdom and the United States. The M&R segment manufactures, purchases, transports, trades and markets refined petroleum products, natural gas and electricity. Hess owns a refining facility, terminals and retail gasoline stations, most of which include convenience stores, located on the East Coast of the United States.

    Hess presently estimates that its 2008 production will be approximately 380,000 to 390,000 barrels of oil equivalent per day (boepd). Hess is developing a number of oil and gas fields and has an inventory of domestic and foreign exploration prospects. On a barrel of oil equivalent (boe) basis, 44% of Hess' worldwide proved reserves are undeveloped at December 31, 2007 (40% at December 31, 2006). Proved reserves held under production sharing contracts at December 31, 2007 totaled 25% of crude oil and natural gas liquids and 57% of natural gas reserves. Hess has no contracts or agreements to sell fixed quantities of its crude oil production. In the United States, natural gas is marketed on a spot basis and under contracts for varying periods to local distribution companies, and commercial, industrial and other purchasers. Hess' United States natural gas production is expected to approximate 30% of its 2008 sales commitments under long-term contracts. Hess attempts to minimize price and supply risks associated with its United States natural gas supply commitments by entering into purchase contracts with third parties having reliable sources of supply, on terms substantially similar to those under its commitments and by leasing storage facilities. In international markets, Hess generally sells its natural gas production under long-term sales contracts with prices that are periodically adjusted due to changes in the commodity prices or other indices. 


    The stock's price gained 35.2% over the past 3 months (vs. the Industry's 42.5%); 57.6% over the past 6 months (vs. the  Industry's 43.5%); and 110.0% over the past 12 months (vs. the Industry's 111.9%). The Company is classified as a large-cap value company (with a market cap of $40.02B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded in 1920. The Company's principal executive offices are located at New York, New York. The Company has 13,300 employees.

    Sector: Energy; Industry: Oil & Gas - Integrated; Ticker: HES;  Exch: NYSE;  06/06/08 Closing Price: $123.92

    STOCK GRADE (ASG):  52.02  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       22.94%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:         6.35%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       11.16%
    . . . EPS:        -5.87%
    . . . Price:    110.03%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:      17.91
    . . . Earnings/Share:        6.92
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/06/2008:     $123.92

    COMMENT: The stock's pick price (of $123.92 is over the 13-day EMA and over 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $122.88) and higher than the  50-day EMA (of $113.56) by 0.85% and 9.12% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S research report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 06/06/2008:      $122.88
    Price / Share (50-day EMA) . . . 06/06/2008:      $113.56
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Hess' new Pony oil find estimated to hold 200M barrels. (Emii.com; June 6 2008)
    2. Hess among Street's Top 5 large caps. (Street.com; June 4, 2008)
    3. Hess' reserves may double on Brazil offshore stake. (Bloomberg.com; May 19, 2008)
    4. Hess' 1Q net income doubled with increased production and record high oil prices. (MarketWatch; April 30, 2008)
    5. 2008 Outlook for the S&P 500's 2007 top 10 performing stocks.  (Forbes; December 28, 2007)

    ^Top page



           Sociedad Quimica Y Minera de Chile ADS or Chemical & Mining Co. of Chile(NYSE: SQM) is an integrated producer of potassium nitrate, iodine and lithium carbonate. The Company also produce other specialty plant nutrition products, iodine and lithium derivatives, and certain industrial chemicals, including industrial nitrates. The Company's products are sold in over 100 countries and generates approximately 84% of its revenues from countries outside Chile. The Company's products are mainly derived from mineral deposits found in two regions of Chile, where caliche ore and brine deposits are mined and processed. The caliche ore in northern Chile contains the largest known nitrate and iodine deposits in the world and is the world’s only commercially exploited source of natural nitrates. The brine deposits of the  salt-encrusted depression within the Atacama Desert in northern Chile, contain high concentrations of lithium and potassium as well as significant concentrations of sulfate and boron.

    The Company' products are divided into five main categories: specialty plant nutrition products, iodine and derivatives, lithium and derivatives; industrial chemicals; and other products. Specialty plant nutrition is comprised of specialty plant nutrition products that are fertilizers that enable farmers to improve yields and quality of certain crops. Iodine, lithium and their derivatives are used in human nutrition, pharmaceuticals and other industrial applications. Specifically, iodine and its derivatives are mainly used in the x-ray contrast media and biocides industries and a growing application is in the production of polarizing film, which is an important component in liquid crystal displays (“LCDs”) screens, and lithium and its derivatives are mainly used in batteries, greases and frits for production of ceramics. Industrial chemicals have a wide range of applications in certain chemical processes such as the manufacturing of glass, explosives and ceramics. Other products include potassium chloride and other commodity fertilizers that are bought from third parties and sold mostly in Chile and Mexico.
        
    The stock's price gained 111.4% over the past 3 months (vs. the Industry's 93.5%); 172.0% over the past 6 months (vs. the  Industry's 95.5%); and 175.1% over the past 12 months (vs. the Industry's 139.2%). The Company is classified as a mid-cap growth company (with a market cap of $11.96B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded in 1968. The Company's principal executive offices are located at Santiago, Chile.
    The Company has 3,745 employees.

    Sector: Basic Materials; Industry: Chemical Manufacturing; Ticker: SQM;  Exch: NYSE;  06/13/08 Closing Price: $45.45

    STOCK GRADE (ASG):  49.73  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       16.99%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:       15.81%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       16.40%
    . . . EPS:       23.21%
    . . . Price:    175.09%
    . . . Dividend:      44.14
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:      59.10
    . . . Earnings/Share:        0.77
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/13/2008:     $45.45

    COMMENT: The stock's pick price (of $45.45 is over the 13-day EMA and over 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $41.74) and higher than the  50-day EMA (of $33.49) by 8.88% and 35.71% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 06/13/2008:      $41.74
    Price / Share (50-day EMA) . . . 06/13/2008:      $33.49
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Companies with more than momentum for their stocks' rise. (Motley Fool; JUne 10, 2008)
    2. SQM's 2008 first quarter earnings up 50% plus. (SmartBrief; April 29, 2008)
    3. SQM in joint venture to produce and distribute potassium nitrate in China. (RTT News; May 29, 2008)

    ^Top page


        Cabot Oil & Gas Corp.  (NYSE: COG) is an independent oil and gas company engaged in the development, exploitation and exploration of oil and gas properties located in North America. Cabot's five principal areas of operation are the Appalachian Basin, onshore Gulf Coast, including south and east Texas and north Louisiana, the Rocky Mountains, the Anadarko Basin and the deep gas basin of Western Canada. The principal areas are run under four operating regions: the East Region, Gulf Coast Region, West Region and Canadian Region. The East region activities are concentrated primarily in West Virginia. This region includes a large acreage position, a high concentration of wells, natural gas gathering and pipeline systems, and storage capacity. At December 31, 2007, Cabot  had 778.4 Bcfe of proved reserves (substantially all natural gas) in the East region, constituting 48% of total proved reserves. The principal markets for Cabot's East region natural gas are in the northeast United States. Cabot sell natural gas to industrial customers, local distribution companies and gas marketers both on and off its pipeline and gathering system.

    The development, exploitation, exploration and production activities in the Gulf Coast region are primarily concentrated in east and south Texas
    and north Louisiana. At December 31, 2007,
    Cabot had 324.2 Bcfe of proved reserves (89% natural gas) in the Gulf Coast region, which represented 20%
    of total proved reserves.
    Cabot's principal markets for Gulf Coast region natural gas are in the industrialized Gulf Coast area and the northeast United States. Cabot's activities in the West region, which is comprised of the Rocky Mountains and Mid-Continent areas. At December 31, 2007, Cabot's had 477.5 Bcfe of proved reserves (96% natural gas) in the West region, constituting 30% of its total proved reserves. Cabot's principal markets for West region natural gas are in the northwest and midwest United States. Cabot sell natural gas to power generators, natural gas processors, local distribution companies, industrial customers and marketing companies. Cabot's Canadian exploration, development and producing activities are concentrated in the Province of Alberta. At December 31, 2007, we had 35.8 Bcfe of proved reserves (97% natural gas) in the Canada region, constituting two percent of its total proved reserves. Cabot's principal markets for Canada natural gas are in western Alberta. Cabot sell natural gas to gas marketers.

    The stock's price gained 43.3% over the past 3 months (vs. the Industry's 126.7%); 65.8% over the past 6 months (vs. the  Industry's 94.8%); and 58.4% over the past 12 months (vs. the Industry's 160.5%). The Company is classified as a mid-cap growth company (with a market cap of $6.50B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded in 1989. The Company's principal executive offices are located at Houston, Texas. The Company has 404 employees.

    Sector: Energy; Industry: Oil & Gas Operations; Ticker: COG;  Exch: NYSE;  06/20/08 Closing Price: $65.40

    STOCK GRADE (ASG):  51.26  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       16.24%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:       21.68%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       -3.91%
    . . . EPS:     -52.41%
    . . . Price:      58.39%
    . . . Dividend:      37.50
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:      39.56
    . . . Earnings/Share:        1.68
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/20/2008:     $65.40

    COMMENT: The stock's pick price (of $65.40 is under the 13-day EMA and over 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $66.56) and higher than the  50-day EMA (of $61.57) by -0.72% and 7.32% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 06/20/2008:      $66.56
    Price / Share (50-day EMA) . . . 06/20/2008:      $61.57
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Where energy stock players put their money. (Forbes; May 27, 2008)
    2. Cabot Oil's first quarter 2008 financial results. (BNet; April 30 2008)
    3. Cabot Oil provides operations update. (BNet; April 3, 2008)
    4. Best oil stock picks for 2008.
    (CNN Money; January 15, 2008)

    ^Top page



         Gerdau S.A. ADR  (NYSE: GGB)
    is a leading producer of long steel products in Brazil and Latin America, producing about 7 million tons of long steel a year, in the form of billets, bars, wire rods, rebar, drawn products, nails, structural shapes, beams, and more. Gerdau also manufactures a variety of finished products, including nails--the company's original product--wire, wire mesh, and wire fencing. The Company also produces crude steel, flat steel products, and a range of specialty steels, principally for the automotive industry. Much of Gerdau's growth lies in domestic and international acquisitions which had enabled it to build an international network of manufacturing facilities.

    Presently,
    Gerdau is the world´s 14th largest steelmaker and the largest producer of long steel in the Americas. It has 317 industrial and commercial facilities, five joint ventures and four associated companies. Gerdau operates in 14 countries: Argentina, Brazil, Canada, Chile, Colombia, Dominican Republic, Guatemala, India, Mexico, Peru, Spain, United States, Uruguay and Venezuela. In the U.S., the Company controls 75 percent of AmeriSteel, based in Florida. Gerdau has specialized in the operation of minimills, which use electric arc furnaces to produce steel from scrap and other metals.  Currently, Gerdau has an installed capacity of 24.8 million metric tons of steel per year and supply steel for civil construction, industry and agriculture. The Company had a 2005 revenue of about $9.98 billion.
     
    The stock's price gained 51.3% over the past 3 months (vs. the Industry's 74.3%); 57.3% over the past 6 months (vs. the  Industry's 92.5%); and 80.5% over the past 12 months (vs. the Industry's 277.3%). The Company is classified as a large-cap growth company (with a market cap of $30.64B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company started operation in 1901 with the establishment of Pontas de Paris Nail Factory. The Company's principal executive offices are located at Rio Grande do Sul, Brazil.
    The Company has 36,925 employees.

    Sector: Basic Materials; Industry: Iron & Steel; Ticker: GGB;  Exch: NYSE;  06/27/08 Closing Price: $23.12

    STOCK GRADE (ASG):  44.37  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       30.44%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:       21.61%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:      33.52%
    . . . EPS:        5.85%
    . . . Price:      80.48%
    . . . Dividend:    -52.84
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:     13.93
    . . . Earnings/Share:       1.66
    Price / Share (Pick Date, Closing Price) . . . Pick Date 06/27/2008:    $23.12

    COMMENT: The stock's pick price (of $23.12 is under the 13-day EMA and over 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $24.06) and higher than the  50-day EMA (of $22.76) by -3.89% and 1.58% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 06/27/2008:      $24.06
    Price / Share (50-day EMA) . . . 06/27/2008:      $22.76
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Gerdau is in Top 25 list of world's most respected companies. (Reputation Institute; June 5, 2008)
    2. Gerdau is one of South America's best stocks. (Motley Fool; June 3, 2008)
    3. A booming Brazil. (MSN Money; May 15, 2008)
    4. Gerdau reports increased production and revenues for 1st quarter of 2008. (MSN Money; May 12 2008)

    ^Top page




    July 2008 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
    Helmerich & Payne, Inc.    HP     NYSE   Energy   Oil Well Services & Equipment  07/03/08 $68.76   51.26 (Very Good)  
    Comstock Resources, Inc.    CRK     NYSE   Energy   Oil & Gas Operations  07/11/08 $85.43   44.37 (Good)  
    Clean Harbors, Inc.    CLHB     NASD   Services   Waste Management Services  07/25/08 $79.09   45.13 (Good)  

          Helmerich & Payne Inc.  (NYSE: HP) is primarily engaged in the contracting of company-owned drilling equipment to major oil and gas exploration companies. Drilling rigs, equipment, personnel and camps are provided on a contract basis so that the Company's customers may explore for and develop oil and gas from onshore areas and from platforms in offshore areas. The Company is one of the largest land and offshore platform drilling contractors in the world. The Company has two operating segments: Contract drilling and Real estate. The contract drilling segment is composed of three segments: U.S. land drilling; U.S. offshore platform drilling; and international drilling. The Company's operating revenues are mostly generated from their contract drilling segment. The Real Estate segment owns, develops, and operates commercial real estate mainly in Tulsa, Oklahoma.

    The stock's price gained 40.4% over the past 3 months (vs. the Industry's 73.3%); 68.0% over the past 6 months (vs. the  Industry's 79.1%); and 91.9% over the past 12 months (vs. the Industry's 253.2%). The Company is classified as a mid-cap growth company (with a market cap of $7.17B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was incorporated on 1940. Its principal executive offices are located at Tulsa, Oklahoma.
    The Company has 6,444 employees.

    Sector: Energy; Industry: Oil Well Services & Equipment; Ticker: HP;  Exch: NYSE;  07/03/08 Closing Price: $68.76

    STOCK GRADE (ASG):  51.26  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       24.64%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:       24.51%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       33.05%
    . . . EPS:       54.28%
    . . . Price:     104.81%
    . . . Dividend:         4.35
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:       16.83
    . . . Earnings/Share:         4.18
    Price / Share (Pick Date, Closing Price) . . . Pick Date 7/03/2008:    $68.76

    COMMENT: The stock's pick price (of $68.76 is under the 13-day EMA and over 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $70.46) and higher than the  50-day EMA (of $63.95) by -2.41% and 7.47% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 07/03/2008:      $70.46
    Price / Share (50-day EMA) . . . 07/03/2008:      $63.98
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Helmerich has 12 new contracts for its Flex Rig. (Rigzone.com, May 29, 2008)
    2. More on Helmerich & Payne's Flex Rig. (Rigzone.com; undated)
    3. Helmerich announces its 2008 2nd quarter earnings and new build orders. (Answers.com; May 1, 2008)
    4. Where the market gurus are putting their money. (Forbes; April 21 2008)
    5. How Helmerich drills for success. (Seeking Alpha; February 5, 2008)

    ^Top page


         Comstock Resources, Inc.  (NYSE: CRK) acquires, explores for and develops oil and gas deposits. Comstock's historic growth has come from acquisitions of producing oil and gas properties. The Company own interests in 1,766 producing wells which are primarily located in  East Texas/North Louisiana South Texas and Mississippi regions onshore and the offshore Gulf of Mexico. Comstock's reserve base at the end of 2006 was 851.4 bcfe. These reserves were 77% natural gas, 23% crude oil and were 66% developed. The Company's properties have an average reserve life of 12.7 years.

    The stock's price gained 110.0% over the past 3 months (vs. the Industry's 57.3%); 149.7% over the past 6 months (vs. the  Industry's 96.6%); and 187.6% over the past 12 months (vs. the Industry's 179.8%). The Company is classified as a mid-cap growth company (with a market cap of $3.97B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was incorporated on 1919. Its principal executive offices are located at Frisco, Texas.
    The Company has 138 employees.

    Sector: Energy; Industry: Oil & Gas Operations; Ticker: CRK;  Exch: NYSE;  07/11/08 Closing Price: $85.43

    STOCK GRADE (ASG):  44.37  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       12.95%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:       12.46%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       34.21%
    . . . EPS:       -4.67%
    . . . Price:    187.64%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:       40.24
    . . . Earnings/Share:         2.16
    Price / Share (Pick Date, Closing Price) . . . Pick Date 7/11/2008:    $85.43

    COMMENT: The stock's pick price (of $85.43 is over the 13-day EMA and over 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $78.77) and higher than the  50-day EMA (of $66.78) by 8.45% and 27.92% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 07/11/2008:      $78.77
    Price / Share (50-day EMA) . . . 07/11/2008:      $66.78
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Falling oil price, still hot energy sector . (Answers. com; June 17, 2008)
    2. Zacks Research has solid outlook on Comstock. (Zacks Investment Research; May 23, 2008)
    3. Comstock's outstanding 2008 first quarter financial results. (Smartbrief; May 5, 2008)
    4. Comstock reports 4Q and Annual 2007 Financial and Operating Results. (Smartbrief; February 11, 2008)

    ^Top page


          Clean Harbors, Inc.  (NASD: CLHB) , is one of the largest providers of environmental services and the largest operator of non-nuclear hazardous waste treatment facilities in North America based on a 2005 industry report. The Company services approximately 65% of North America's commercial hazardous incineration volume, 23% of North America's hazardous landfill volume, and is an industry leader in total hazardous waste disposal facilities. The Company perform environmental services for a diversified industry base with over 45,000 customers in the United States, Canada, Puerto Rico and Mexico. The Company perform its environmental services through a network of more than 100 service locations; and operates six incineration facilities, nine commercial landfills, six wastewater treatment operations, and 20 transportation, storage and disposal facilities, as well as six polychlorinated biphenyls ("PCB") management facilities and two oil and used oil products recycling facilities.

    The wastes that the Company handle include materials that are classified as "hazardous" because of their unique properties, as well as other materials subject to federal and state environmental regulation. The Company provide final treatment and disposal services designed to manage hazardous and non-hazardous wastes which cannot be economically recycled or reused. The Company transport, treat and dispose of industrial wastes for commercial and industrial customers, health care providers, educational and research organizations, other environmental services companies and governmental entities.       

    The stock's price gained 23.8% over the past 3 months (vs. the Industry's 7.9%); 48.3% over the past 6 months (vs. the  Industry's 60.4%); and 63.3% over the past 12 months (vs. the Industry's 9.6%). The Company is classified as a mid-cap growth company (with a market cap of $1.85B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was incorporated on 1980 and its principal executive offices are located at  in Norwell, Massachusetts. The Company
    has 4,769 employees.

    Sector: Services; Industry: Waste Management Services; Ticker: CLHB;  Exch: NASD;  07/25/08 Closing Price: $79.09

    STOCK GRADE (ASG):  45.13  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 2 (Less than average) (MSN)
    COMPANY'S WEB SITE

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:       28.10%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:         5.04%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:       14.11%
    . . . EPS:       -5.18%
    . . . Price:      63.27%
    . . . Dividend:         NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:       33.00
    . . . Earnings/Share:         2.40
    Price / Share (Pick Date, Closing Price) . . . Pick Date 7/25/2008:    $79.09

    COMMENT: The stock's pick price (of $79.09 is over the 13-day EMA and over 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $76.00) and higher than the  50-day EMA (of $72.37) by 4.06% and 9.29% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 07/25/2008:      $76.00
    Price / Share (50-day EMA) . . . 07/25/2008:      $72.37
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Clean Harbors is a "PowerRated" buy stock. (TradingMarkets; June 3, 2008)
    2. Clean Harbors' record 2008 1Q financial results.  (SmartBrief; May 7, 2008)
    3. Clean Harbors' strong 2007 4Q and year-end financial results. (Smartbrief; February 27, 2008)

    ^Top page



    August 2008 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
    Axsys Technologies Inc.    AXYS    NASD   Technology   Scientific & Technical Instrument  08/15/08 $73.47   41.31 (Good)  
    Robbins & Myers, Inc.    RBN    NYSE   Capital Goods   Miscellaneous Capital Goods  08/22/08 $45.64   47.43 (Good)  
    Icon Plc Ads    ICLR    NASD   Healthcare   Biotechnology & Drugs  08/29/08 $40.73   43.32 (Good)  

           Axsys Technologies Inc.  NASD: AXYS)  is a leading designer and manufacturer of precision optical solutions for defense, aerospace, homeland security and high-performance commercial applications. These sophisticated solutions are typically found in applications that demand the finest optical surfaces, highest accuracy and tightest motion control tolerances. Application examples include weapon systems, long-range surveillance cameras and highly precise imaging telescopes. Axsys  typically sell its products to government institutions such as the U.S. Border Patrol, Army, Navy, Air Force and Coast Guard, or to large defense contractors for integration into larger platforms. All Axsys products leverage the company's fundamental strengths in precision optics and motion control.

    The Company is organized into two segments: the Surveillance Systems Group and the Imaging Systems Group.  Surveillance and Targeting
    represents one of the largest growth sectors in the U.S. Department of Defense budget. For the fiscal year ended December 31, 2007, the Surveillance Systems Group generated $47.5 million, or approximately 28%, of total revenues. For the fiscal year ended December 31, 2007, the Imaging Systems Group generated $124.2 million, or approximately 72%, of total revenues.

    The stock's price gained 28.5% over the past 3 months (vs. the Industry's 19.7%); 88.4% over the past 6 months (vs. the  Industry's 41.6%); and 205.6% over the past 12 months (vs. the Industry's 66.8%). The Company is classified as a small-cap growth company (with a market cap of $817.21M) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was incorporated in 1959 and its principal executive offices are located in Rocky Hill, Connecticut. The Company
    has 822 employees.
     

    Sector: Technology; Industry: Scientific & Technical Instruments; Ticker: AXYS;  Exch: NASD;  08/15/08 Closing Price: $73.47

    STOCK GRADE (ASG):  41.31  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE 

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:      12.44%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:      10.08%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:      32.09%
    . . . EPS:      48.98%
    . . . Price:   205.62%
    . . . Dividend:       NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:     39.27
    . . . Earnings/Share:       1.87
    Price / Share (Pick Date, Closing Price) . . . Pick Date 8/15/2008:    $73.47

    COMMENT: The stock's pick price (of $73.47) is over the 13-day EMA and the 50-day EMA price range; i.e., higher than
     the 13-day EMA price (of $72.86) and higher than the  50-day EMA (of $65.05) by 0.84% and 12.94% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 08/15/2008:      $72.86
    Price / Share (50-day EMA) . . . 08/15/2008:      $65.05
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Axsys $9.7M infrared lens order from the U.S. Army. (Answers.com; August 11, 2008))
    2. Rising for a reason.  (Motley Fool; July 29, 2008)
    3. Axsys 2008 2Q operations report: 40% growth in sales & 75% growth in income . (Answers.com; July 22, 2008)

    ^Top page

     


        Robbins & Myers, Inc.  (NYSE: RBN)  is a leading supplier of highly engineered, critical equipment and systems for the global energy, chemical and industrial markets. The Company operates under three operating groups; Fluid Management Energy Systems, Process Solutions and Packaging. Fluid Management Systems provides systems solutions for the oil and gas exploration, production and pipeline markets; and fluid control devices, or industrial pumps and pumping equipment, serving the wastewater treatment, specialty chemicals, food & beverage, pulp & paper and oil & gas industries.

    The Process Solutions Group (PSG) is a global provider of precision-engineered chemical processing industry solutions serving the specialized needs of its customers in the following markets: specialty and agri-chemicals, pharmaceuticals, wastewater & water treatment, semiconductor, biotechnology, flue gas desulfurization, biofuels and other industrial markets. The Packaging Group designs, manufactures and markets secondary processing and packaging equipment for the pharmaceutical, cosmetics and food industries.

    The stock's price gained 17.2% over the past 3 months (vs. the Industry's -14.6%); 37.5% over the past 6 months (vs. the  Industry's 51.8%); and 73.4% over the past 12 months (vs. the Industry's 20.2%). The Company is classified as a mid-cap growth company (with a market cap of $1.58B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was originally established in 1878 by Chandler Robbins and James Myers. and was incorporated in 1889 as the Robbins & Myers Co. The Company's  principal executive offices are located in Dayton, Ohio. The Company
    has 3,233 employees.
     

    Sector: Capital Goods; Industry: Miscellaneous Capital Goods; Ticker: RBN;  Exch: NYSE;  08/22/08 Closing Price: $45.64

    STOCK GRADE (ASG):  47.43  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 3 (Average) (MSN)
    COMPANY'S WEB SITE 

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:      17.29%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:        9.87%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:     11.19%
    . . . EPS:       2.19%
    . . . Price:     73.40%
    . . . Dividend:     13.64%
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:     20.80
    . . . Earnings/Share:       2.19
    Price / Share (Pick Date, Closing Price) . . . Pick Date 8/22/2008:    $45.64

    COMMENT: The stock's pick price (of $45.64) is under the 13-day EMA and the 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $46.75) and  the  50-day EMA (of $46.51) by -2.38% and -1.86% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 08/22/2008:      $46.75
    Price / Share (50-day EMA) . . . 08/22/2008:      $46.51
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Robbins & Myers 1-of-3 cos. in Forbes' "magnet stock selection" winners. (Forbes; July 19, 2008)
    2. Lean, mean and profitable.  (Investor's Business Daily; July 14, 2008)
    3. Robbins & Myers' record 3Q results. (PR Newswire; June 30, 2008) ... more. (RTTNews; June 30, 2008)

    ^Top page

     



         Icon Plc Ads  (NASD: ICLR)  is a contract research organization (“CRO”), providing outsourced development services on a global basis to the pharmaceutical, biotechnology and medical device industries. The Company specialize in the strategic development, management and analysis of programs that support Clinical Development - from compound selection to Phase I-IV clinical studies. The Company is one of a small number of companies with the capability and expertise to conduct clinical trials in all major therapeutic areas on a global basis. As of December 31, 2007, Icon conducted its operations in 67 locations in 36 countries, providing Phase I - IV Clinical Trial Management, Drug Development Support Services, Data Management and Biostatistics and Central Laboratory and Imaging Services.

    The CRO industry provides independent product development services for the pharmaceutical, biotechnology and medical device industries. Companies in these industries outsource product development services to CROs in order to manage the drug development process more efficiently and to cost-effectively maximize the profit potential of both patent-protected and generic products. The CRO industry has evolved since the 1970s from a small number of companies that provided limited clinical services to a larger number of CROs that offer a range of services that encompass the entire research and development process, including pre-clinical development, clinical trials management, clinical data management, study design, biostatistical analysis, post marketing surveillance, central laboratory and regulatory affairs services. CROs are required to provide these services in accordance with good clinical and laboratory practices, as governed by the applicable regulatory authorities.

    The stock's price gained 17.9% over the past 3 months (vs. the Industry's 43.4%); 20.3% over the past 6 months (vs. the  Industry's 38.0%); and 85.1% over the past 12 months (vs. the Industry's 86.3%). The Company is classified as a mid-cap growth company (with a market cap of $2.41B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company began its operations in 1990. The Company's  principal executive offices are located in Dublin, Ireland. The Company
    has 6.510 employees.
     

    Sector: Healthcare; Industry: Biotechnology & Drugs; Ticker: ICLR;  Exch: NASD;  08/29/08 Closing Price: $40.73

    STOCK GRADE (ASG):  43.32  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    COMPETITORS
    (CNN Money)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK LEVEL: 2 (Less than average) (MSN)
    COMPANY'S WEB SITE 

    Management's Effectiveness (Trailing 12 Mo.) . . . Return on Equity:      16.85%
    Profitability (Trailing 12 Mo.) . . . Profit Margin:        8.62%
    Stock's Growth Record (Trailing 12 Mo.) . . . Revenue:     38.44%
    . . . EPS:     41.76%
    . . . Price:     86.72%
    . . . Dividend:        NA
    PE & EPS (Trailing 12 Mo.) . . . Price/Earnings:     37.52
    . . . Earnings/Share:       1.102
    Price / Share (Pick Date, Closing Price) . . . Pick Date 8/29/2008:    $40.73

    COMMENT: The stock's pick price (of $40.73) is under the 13-day EMA and over the 50-day EMA price range; i.e., lower than
     the 13-day EMA price (of $41.24) and higher than  the  50-day EMA (of $39.81) by -1.22% and 2.31% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).

    . . .    
    Price / Share (13-day EMA) . . . 08/22/2008:      $41.24
    Price / Share (50-day EMA) . . . 08/22/2008:      $39.81
    Price / Share (13-day EMA) . . .         Current:
    Price / Share (50-day EMA) . . .         Current:
    Price / Share (Current) . . . Current Price       Quote
    Price / Share (Historical) . . . Historical Price       Quote

    SPECIAL NOTE:

    1. Drug companies outsourcing more of their clinical trials and R&Ds. (Investors Business Daily; August 4, 2008)
    2. The CRO industry is hot.  (MotleyFool; August 1, 2008)
    3. ICON reports sizable 2Q 2008 increase in revenue and operating income. (Business Wire; July 22, 2008)
    4. CRO market's estimated annual growth: 14-16%, to reach $24B by 2010.
    (Business Wire; July 20, 2008)

    ^Top page

     


     

      Last modified: 07/25/10