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Dave Zaegel

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  • Tower Wars: A Battle for Global Dominance

    By Dave Zaegel - May 17, 2013 | Tickers: AMT, CCI, SBAC

    With cells phones rapidly proliferating throughout the world and the technology used by those phones advancing at the rate of Moore's Law, the tower industry stands to greatly benefit.  In fact, it already has and it's not done yet.

    The three main publicly traded tower companies are American Tower (NYSE: AMT), SBA Communications (Nasdaq:SBAC) and Crown Castle (NYSE: CCI).  All three stocks have significantly outperformed the S more »

  • Don't Touch Roundy's, Please!

    By Dave Zaegel - May 17, 2013 | Tickers: RNDY, SWY, KR

    Roundy's (NYSE: RNDY) operates grocery stores in the upper midwest under the names Pick 'n Save, Rainbow, Copps, Metro Mart & Mariano's Fresh Market.  Forbes recently named it a top dividend stock (here), but I couldn't disagree more.  First of all, $10,000 does not represent big insider buying by a Director.  But that's not the big issue.  Many investors look at Roundy's 6.5% dividend more »

  • 10 Stocks for 2013: 5 Losers

    By Dave Zaegel - May 16, 2013 | Tickers: AAPL, EBAY, FFIV, ISRG, LULU

    At Fastball Financial, we started the year by building a diversified portfolio of 10 Stocks for 2013.  The goal of the 10 Stocks for 2013 is to provide you with a portfolio of ten great stocks for:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, the results unfortunately haven't been all more »

  • Intel's Not Dead Yet

    By Dave Zaegel - May 14, 2013 | Tickers: AMD, ARMH, INTC, NVDA

    If you haven't been paying attention to Intel (NASDAQ: INTC) stock lately, you've missed its run. The stock that had been beaten down below $20 has risen up to almost $24 in a short time, driven by its most recent earnings results on April 16. What did the company say? 'I'm not dead yet.'

    Intel met estimates. No surprising upside. No disappointments. Many questions still remain, but more »

  • Toy Company Stocks Refuse to Offer a Discount

    By Dave Zaegel - May 7, 2013 | Tickers: HAS, LF, MAT

    I like high-dividend stocks as much as any investor. When you can take high dividends and combine them with some solid growth, then I'm all over it. Who isn't?!

    And therein lies the problem. When a high-dividend stock sets sail and grabs a growth wind, rarely do you get an opportunity to catch it on a break.  It keeps sailing higher.

    Two stocks fitting that description lately are more »

  • 10 Stocks for 2013: 5 Winners

    By Dave Zaegel - May 6, 2013 | Tickers: OZRK, CMG, KMP, SBUX, BA

    At Fastball Financial, we started the year by building a diversified portfolio of 10 Stocks for 2013.  The goal of the 10 Stocks for 2013 was to provide you with a portfolio of ten great stocks for:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, the results unfortunately haven't been all more »

  • Why This Bank Is Among the Best of the Breed

    By Dave Zaegel - April 27, 2013 | Tickers: OZRK, BBT, KEY, RF

    It's time again to review one of my favorite and easiest stocks to recommend: Bank of the Ozarks (NASDAQ: OZRK). Bank of the Ozarks operates just over 100 banks in the southern U.S., primarily in Arkansas and Georgia. This stock has been a model of consistency and market outperformance. Even when the market got smacked in 2008 and early 2009, Bank of the Ozarks barely budged. Since then more »

  • This Stock Has Recovered, and Is Poised to Get Better

    By Dave Zaegel - April 27, 2013 | Tickers: LULU, NKE, UA

    It could have been a disaster. A company that makes yoga apparel sells pants that are too sheer when you bend over. Do customers flee? Does the press grab a hold of the story and not let go? Will the company try to cover it instead of addressing the issue?

    The answer to all of these is "no." Lululemon Athletica (NASDAQ: LULU) had a problem. While the company continued to more »

  • F5 Networks Goes in the Penalty Box

    By Dave Zaegel - April 26, 2013 | Tickers: CSCO, CTXS, FFIV

    F5 Networks (NASDAQ: FFIV) provides solutions that optimize and secure networks.  They are right in the middle of a huge market resulting from the need to process large amounts of data faster and also protect networks from growing security threats.  I have long been a fan of F5 Networks.  It's been on my list of Top 5 Tech Stocks for both Fall 2011 & Fall 2012.  I also put it more »

  • Why Amazon and Salesforce.com Rule, but Netflix Doesn't

    By Dave Zaegel - April 22, 2013 | Tickers: AMZN, NFLX, CRM

    Growing a company rapidly is tough. It takes bold moves, strategic investments, and good execution.  For investors, spotting the right company to bet on can be tricky. You get flooded with information and recommendations from all directions. You look for companies with the next big idea or product. What seems like a good idea one day could be obsolete the next...or it can continue to become one of the more »

  • Food Stocks on Fire

    By Dave Zaegel - April 15, 2013 | Tickers: BWLD, CMG, DNKN

    Want some stocks that give you a regional to national growth plan?  How about if they also don't have much, if any, exposure outside the U.S. yet? You're in luck. There are plenty of stocks that fit that description: safety in the U.S. with growth to drive their share prices higher.

    Below, I highlight three food service companies that have been delivering that growth lately and more »

  • 10 Stocks for 2013 - #10 - Boeing

    By Dave Zaegel - February 12, 2013 | Tickers: GD, LMT, NOC, RTN, BA

    At Fastball Financial, we've compiled a portfolio of 10 stocks for 2013 that provide:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, we've named these nine stocks to the portfolio:

    • Intuitive Surgical
    • Apple
    • F5 Networks
    • Starbucks
    • Chipotle
    • Lululemon
    • Kinder Morgan Energy
    • eBay
    • Bank of the Ozarks

    For our 10th and more »

  • 10 Stocks for 2013 - #8 and #9

    By Dave Zaegel - February 6, 2013 | Tickers: AMZN, OZRK, EBAY, MA

    At Fastball Financial, we've compiled a portfolio of 10 Stocks great for 2013 that provide:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, we've named these seven stocks to the portfolio:

    • Intuitive Surgical
    • Apple
    • F5 Networks
    • Starbucks
    • Chipotle
    • Lululemon
    • Kinder Morgan Energy

    Let's go back to the consumer and more »

  • 10 Stocks for 2013: #7 - Kinder Morgan Energy

    By Dave Zaegel - January 29, 2013 | Tickers: AMT, INTC, KMP, PG

    At Fastball Financial, we've compiled a portfolio of 10 Stocks for 2013 to provide a portfolio of great stocks for:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, we've named Intuitive Surgical, Apple, F5 Networks, Starbucks, Chipotle, and Lululemon to this portfolio.  Let's take a break from the consumer more »

  • 10 Stocks for 2013 - #6 - Lululemon

    By Dave Zaegel - January 18, 2013 | Tickers: DEO, LULU, MAT, DIS

    At Fastball Financial, we've compiled a portfolio of 10 Stocks for 2013 to provide a portfolio of great stocks for:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, we've named Intuitive Surgical, Apple, F5 Networks, Starbucks and Chipotle to this portfolio.  For our 6th stock, we're adding yet another more »

  • 10 Stocks for 2013 - #5 - Chipotle

    By Dave Zaegel - January 16, 2013 | Tickers: BWLD, CMG, DNKN

    At Fastball Financial, we've compiled a portfolio of 10  great stocks for:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, we've named Intuitive Surgical, Apple, F5 Networks and Starbucks to this portfolio.  For our 5th stock, we're adding another food service company, Chipotle (NYSE: CMG).  This fast-casual, Mexican food more »

  • 10 Stocks for 2013: #4 - Starbucks

    By Dave Zaegel - January 10, 2013 | Tickers: MCD, PNRA, SBUX

    At Fastball Financial, we've compiled a portfolio of 10 Stocks for 2013 to provide a portfolio of ten great stocks for:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, we've named Intuitive Surgical, Apple and F5 Networks to this portfolio.  For our 4th stock, let's look at the restaurant more »

  • 10 Stocks for 2013: #3 - F5 Networks

    By Dave Zaegel - January 10, 2013 | Tickers: FFIV, RAX, RHT, CRM

    We started our 10 Stock portfolio for 2013 last week with Intuitive Surgical (ISRG) and Apple (AAPL), and continue today with another technology stock and a familiar name to readers of Fastball Financial site, F5 Networks (NASDAQ: FFIV).  We've recommended F5 numerous times at Fastball Financial, mostly with good results when buying on dips.  It was part of our list of 5 Tech Stocks for 2012, but unfortunately gave more »

  • 10 Stocks for 2013: #2 Apple

    By Dave Zaegel - January 7, 2013 | Tickers: ACN, AMZN, AAPL, GOOG, MSFT | Editor's Choice

    We started our 10 Stock portfolio for 2013 yesterday at Fastball Financial with Intuitive Surgical (ISRG) and continue today with another familiar name to readers of Fastball Financial site, and anyone else who doesn't live under a rock: Apple (NASDAQ: AAPL).  This company needs no introduction.  However, as a stock, it certainly needs some perspective.

    Apple's stock had an intriguing 2012.  People forget that Apple actually started the more »

  • 10 Stocks for 2013: #1 Intuitive Surgical

    By Dave Zaegel - January 7, 2013 | Tickers: ABT, ABBV, ISRG, UNH, UAM | Editor's Choice

    It's time again to look ahead to the next year.  We put together a 10 Stock list for 2012 at Fastball Financial and achieved so-so results (a gain for that group of stocks, but they still did not outperform the S&P 500 as a whole...we'll put out a separate review on that soon).  Looking ahead to 2013, we see a continued strengthening in the economy, assuming more »

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