What You're Missing on RealMoney
When you need real-time analysis of what's moving stocks in your portfolio,
RealMoney
should be your go-to site.
Here's a small sampling of what you missed on
RealMoney
today and what you're likely to miss over the weekend, if you're not a subscriber:
While the media was abuzz today over
Berkshire Hathaway's
annual meeting, which will be held tomorrow in Omaha, Neb.,
RealMoney's
experts were getting ready for real-time coverage. Two of our experts are traveling to Omaha to cover Berkshire Hathaway's annual meeting on Saturday and will post real-time analysis on
RealMoney
throughout the day.
RealMoney
also offered analysis on Berkshire today, as Doug Kass provided these comments in Columnist Conversation:
"Great interview in Omaha between Becky Quick and my buddy/friend/pal, Mario Gabelli.
"Straight-talking from one of the best stock pickers extant.
"Speaking of Omaha, the Woodstock of Capitalism starts tomorrow morning.
"I
Berkshire Hathaway
in this morning's
Financial Times
.
"At $93,000, Berkshire is trading at a marked discount to its intrinsic value of near $120,000.
"It is among my
."
Many of our readers on TheStreet.com were following
Sepracor
(SEPR)
after it was downgraded. Subscribers to
RealMoney
were not short on analysis from our experts. Vince Farrell posted this entry to his trading diary:
"
Sepracor
is the object of a ratings downgrade by
Goldman Sachs
(GS) - Get Report
today. Manoj Garg of Soliel/Health Research would disagree. The stock trades for about one times revenue and has a solid base of products and an interesting pipeline.
"Consensus for 2009 is $2.43 and $2.75 for 2010. Garg has higher numbers: His 2009 is $2.72 and $3.12 for next year. The stock at $13 now trades at only 5 times the consensus number for this year and the company also has almost $6 in cash per share and net operating loss carryforwards.
"Garg would be a buyer with a $24 target."
RealMoney's
experts also provided some shrewd commentary on Sepracor, with comparisons to other stocks that investors should consider. David Sterman, a RealMoney contributor, weighed in early with
"The Hunt for Low PEs," which provided insightful analysis on four stocks.
One of the most popular stories on
TheStreet.com
on Friday was our coverage of railroad stocks. Subscribers on
RealMoney
received more than the latest headlines; they received analysis on much of the railroad sector from contributor Jeff Miller:
"Investors who share my respect for our colleague Anirvan Banerji and the Economic Cycle Research Institute (ECRI) should do two things:
"1) Read his
describing the ECRI methods, results and current findings, and
"2) Consider adding some economically sensitive stocks to your portfolio.
"Railroads are one idea.
Norfolk Southern
(NSC) - Get Report
is lower on a downgrade to neutral reportedly because an analyst does not like the exposure to coal traffic. In an improving economy, Norfolk Southern will do very well, as will
Burlington Northern Santa Fe
(BNI)
and
CSX
(CSX) - Get Report
.
"I also expect the rails to get some positive mention this weekend in Omaha."
You can't afford to ignore the experts on
RealMoney
. Click
here for a free trial.
RealMoney
: The profits are waiting for you.
Dave Morrow
Editor-in-Chief
David Morrow is editor-in-chief of TheStreet.com. In keeping with TSC's editorial policy, he doesn't own or short individual stocks, though he owns stock in TheStreet.com. He also doesn't invest in hedge funds or other private investment partnerships. He appreciates your feedback;
to send him an email.
