Barron’s Summary: Positive on EMC, AMZN, USTR, AKAM
Features: Positive on EMC: even if the data-storage giant resists spinning off VMWare investors still likely to profit; Positive on DHI: fast growth and depressed shares offer investors an undervalued buy play in a strengthening housing market; Positive on USTR: shift in focus from office supplies to janitorial/industrial goods should drive profits.
Tech Trader: Positive on AMZN: investors losing patience with the loss-averse strategy but the companys push for $9.99 ebooks gaining traction and could lead to an iTunes-like revolution in the publishing industry; Positive on AKAM: growing internet traffic and proliferation of hackers combine to produce perfect growth opportunities for the internet-security and traffic-control company.
Trader: Negative on HLF: company survived Ackman presentation and then succumbed to 20% decline after poor earnings with more risk ahead due to its exposure to weak Venezuelan bolivar; Positive on DSW: discount footwear retailers outlook is better than recent performance indicates as shares now trade at attractice levels.
Follow-Up: Cautious on TWTR: Concerned the social company wont be profitable for some time; Positive on TV: Mexican media company performed strongly last year and looks set to continue outperforming.
Asian Trader: Cautious on Samsung Electronics (005930.KR): company in transition but remains a long-term play for investors willing to wait.
European Trader: Positive on Adidas AG (ADS.DE): despite recent downturn the company is poised for growth through strong brand recognition and deep cash reserves; Cautious on Banco Espirito: disclosure of its exposure to parent (Banco Espirito Santo International) will make for a rough future.
Emerging Markets: Positive on India/Indonesia: electoral developments have optimism surging in the two countries; Positive on Chinas recent crackdown on corruption driving growth; Cautious on Thailand as it struggles with instability.
Striking Price: Fed Action: concerns over a possible Fed-driven bubble circling as the central bank seemingly moves into market management as well as the economy.