Dave Zaegel

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  • This Stock Should Continue to Power Higher

    By Dave Zaegel - June 10, 2013 | Tickers: DNKN, PNRA, SBUX

    Panera Bread (NASDAQ: PNRA) operates restaurants/cafes in the U.S. and Canada. Its growth has not only been good, but it has been consistent. Take a look at this multi-year chart below. It doesn't get much cleaner and consistent than this.

    In fact, the company has also produced stable and increasing cash flow from operations and Return on Equity (ROE). It's tough for these two metrics to more »

  • Stay Away From These Social Giants...For Now

    By Dave Zaegel - June 4, 2013 | Tickers: FB, LNKD

    I heard it when the company came public. So many people wanted to buy Facebook (NASDAQ: FB) stock. In fact, many people were talking about buying Facebook stock on Facebook itself. How has that worked out for them? Uh...not so well. S&P 500 up 28% (not even including dividends), Facebook down 36%.

    Now, the stock sits under $25 (as of this writing). And what do I hear again more »

  • Boeing Continues to Soar Higher

    By Dave Zaegel - June 4, 2013 | Tickers: GD, LMT, NOC, RTN, BA

    For a time, it seemed as if Boeing (NYSE: BA) was in big trouble. Its new commercial airline product, the 787 jetliner, was grounded, and the U.S. Government sequestration threatened to cut into its defense segment's profits. But, those fears are yet to materialize into something terrible.

    The result? A much higher stock price. Boeing shares hovered around $75 earlier this year on these fears. Now, the stock more »

  • This Health Insurer Is Still Undervalued

    By Dave Zaegel - May 29, 2013 | Tickers: AET, CI, UNH, UAM

    Universal American (NYSE: UAM) is an insurance company headquartered in New York. Its core operations are in Medicare Advantage, but Universal American also has Medicaid operations, and is actively involved in developing ACO's (Accountable Care Organizations). This stock is often forgotten since it doesn't have a big market cap, especially when compared to other, much larger insurance companies.

    The chart above shows how Universal American's market cap more »

  • Don't Touch Roundy's, Please!

    By Dave Zaegel - May 28, 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, and 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 more »

  • Tower Wars: A Battle for Global Dominance

    By Dave Zaegel - May 20, 2013 | Tickers: AMT 131116P00072500, CCI, SBAC

    With cell 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 benefit greatly.  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 »

  • 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 131116P00072500, 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 »

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