Sorry!! The article you are trying to read is not available now.
Thank you very much;
you're only a step away from
downloading your reports.

Ticker Shock: Four Reasons Staples Rules Office Supply


Tuesday's top stories and stocks with potential to move.

Google (GOOG):
As fellow Minyan Justin Sharon pointed out in his column earlier this morning ThinkEquity upgraded these guys "to Buy from Source of Funds."

My thoughts:

1. It could get a nice bounce early in the session. That said, you won't see me hopping aboard on the heels of this news.

2. Yeah, I realize that betting against Eric Schmidt and his posse makes about as much sense as trying to catch a flaming arrow. But I'm not betting against them. It's just -- and this may sound a tad cliché -- I see more risk than reward at this particular point. Besides, I'd rather put my flash on Bartz over at Yahoo (YHOO). Additionally, I don't find much comfort in the fact that everyone seems so confident these guys are going to hit $500.

Professor Sharon also kindly points out that Jefferies slapped a Buy rating on Mastercard.

My take:

1. Given America's affection for plastic and the finer things in life, I sense Mastercard is going to do quite well over time, which is why I'm a bull.

2. I'm noticing that over the last couple of months, the estimates for this year and next rose. And at about 15.9 times next year's estimate of $12.85, I find it hard to ignore. I see at least 20% upside potential here within the next 12 to 18 months.

Have a great day
No positions in stocks mentioned.

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

Copyright 2011 Minyanville Media, Inc. All Rights Reserved.

Featured Videos