Erik Dellith

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  • Re-examining Value in the Dow

    By Erik Dellith - May 13, 2013 | Tickers: CAT, CVX, XOM, UNH

    In early March, the Dow Jones Industrial Average reached a record high. At that time, many analysts and financial writers were concerned about valuations and the likelihood of a decline in stock prices. Since then, stocks have powered higher, with both the Dow and the broader S&P 500 Index hitting new records. So far this year, the Dow is up nicely, yet the economy continues to grow at a more »

  • Growth in Retail Earnings

    By Erik Dellith - March 19, 2013 | Tickers: ANF, GNC, SCSS

    The latest jobless claims figures suggest continued improvement in the labor market. And that’s good for consumer stocks. Here are three fast-growing, consumer-oriented stocks that caught my attention and deserve a closer look.

    Vitamins and other supplements

    With more people working, more people will have more money to spend on healthcare products. I’m not talking about just the basic vitamins and mineral supplements, but the other diet and more »

  • Warming Up To Foot Locker

    By Erik Dellith - March 18, 2013 | Tickers: FL, FINL

    Investors recently fled Foot Locker (NYSE: FL). But investing is a distance race, not a sprint, and current valuations are an attractive entry point for longer-term investors.

    Foot Locker recently caught my attention when I went looking for consumer-oriented stocks that should fare relatively well from an improving labor market. The company recently released earnings that met expectations, but only because of an additional week in the period. Absent that more »

  • 3 Healthcare Stocks Trading at Attractive Multiples

    By Erik Dellith - March 12, 2013 | Tickers: AMRI, CBM, COO, DOW

    Healthcare stocks, in general, have had a nice rally recently, with many shares outperforming the S&P 500 Index.  Despite the rally, some stocks in this sector are still attractively priced.  Three that caught my eye also have good growth prospects.

    The healthcare sector is broad and covers a wide range of industries, including medical equipment, pharmaceuticals, and biotech.  That aspect is important to keep in mind, particularly when examining more »

  • Media Stocks For An Improving Economy

    By Erik Dellith - March 7, 2013 | Tickers: BLC, GTN, SBGI

    Given the latest economic statistics, I recently looked for cyclically sensitive stocks that could benefit from an improving economy. I found three media companies that are worth a closer look.

    The Dow Jones Industrial Average ended Thursday with its third-straight record high, and economic statistics point to improving growth. Such an environment should be favorable for further gains in the stock market. Some stocks have already reached relatively high valuations more »

  • Finding Value in the Dow

    By Erik Dellith - March 5, 2013 | Tickers: CAT, CVX, XOM, MSFT, UNH

    Many investors have recently been concerned about rising valuations and a potential pull-back in stock prices. Yet, stocks have continued their climb. On Tuesday, the Dow Jones Industrial Average broke through its record high, thanks in part to the latest statistics, including the Institute for Supply Management’s non-manufacturing index, which points to improving economic conditions. Not all components of the Dow are trading at sky-high multiples. In fact, value more »

  • Toll Brothers and Housing Market Dynamics

    By Erik Dellith - March 4, 2013 | Tickers: KBH, TOL

    Whether we are looking at the residential spending part of the latest GDP report, new home sales, existing home sales, or the decline in foreclosure inventory, we see signs of a slightly improving real estate market.  The recent Toll Brothers (NYSE: TOL) earnings announcement suggests continuation of this trend.  But there are developments that raise flags and give investors reason to continue to approach this arena with trepidation.  While more-aggressive more »

  • HIV/AIDS and Gilead Sciences

    By Erik Dellith - February 11, 2013 | Tickers: AMGN, BMY, GILD, GSK, JNJ

    In honor of National Black HIV/AIDS Awareness Day, I focus on one of the biotech companies leading the charge against HIV/AIDS: Gilead Sciences (NASDAQ: GILD).  The company’s drugs help to lengthen the lives of many people living with HIV, while also providing sizeable revenue.  Further, the stock is currently attractively valued, and, with solid future growth prospects, is worth consideration by investors seeking exposure to the healthcare more »