55 Actions To Take For The Earnings Shakeout

We are just a few hours away from the official start to first-quarter earnings season (when Alcoa Inc. (AA) reports its quarterly results after the close), and with the major indices in the red today, it looks like investors are treading lightly. If today’s trading action is any kind of indication for what’s to come, we should be prepared for some additional near-term bumpiness. Investors have finally figured out that the S&P 500’s earnings are expected to stall to just a 1.5% annual pace, so we’re seeing a flight to quality stocks.

The first few weeks of earnings season are going to be crucial, and we’ll likely see a lot of changes in my Portfolio Grader stock rating system. When a company reports earnings, I import the latest financial results; the new data have a big impact on each stock’s Fundamental Grade. So I strongly recommend that you to continue running your stocks through Portfolio Grader; you can do this quickly and easily by saving your portfolio to the system.

In the meantime, we’re seeing plenty of upgrades and downgrades among Wall Street’s most popular stocks. So let’s look at the 55 big blue chips that have been upgraded and downgraded this weekend. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Portfolio Grader recommendations for each of the stocks listed below.


Last Week’s Holds, Now Buys

Symbol Company Name Quantitative Grade Fundamental Grade
AGN Allergan Inc. B C
BA Boeing Co. B B
BTI British American Tobacco PLC ADR B B
CHT Chunghwa Telecom Co. Ltd. ADS B C
GE General Electric Co. B C
GGP General Growth Properties Inc. B C
GS Goldman Sachs Group Inc. C A
LYG Lloyds Banking Group PLC ADS B C
NLY Annaly Capital Management Inc. B C
NMR Nomura Holdings Inc. ADS B C
OMC Omnicom Group Inc. B B
PSA Public Storage B B
SPG Simon Property Group Inc. B C
SYK Stryker Corp. B C
TM Toyota Motor Corp. ADS B D

Last Week’s Sells, Now Holds

Symbol Company Name Quantitative Grade Fundamental Grade
ALXN Alexion Pharmaceuticals Inc. C B
AMAT Applied Materials Inc. C C
AVB AvalonBay Communities Inc. D C
CAH Cardinal Health Inc. C B
CS Credit Suisse Group AG ADS D C
ETR Entergy Corp. C C
FE FirstEnergy Corp. C D
FMS Fresenius Medical Care AG & Co. KGaA ADS C C
GM General Motors Co. C D
JPM JPMorgan Chase & Co. D B
KSS Kohl’s Corp. D C
KYO Kyocera Corp. ADS C D
LTD L Brands Inc. D C
MS Morgan Stanley C C
PH Parker-Hannifin Corp D C
SNDK SanDisk Corp. C C
STJ St. Jude Medical Inc. C C
TXN Texas Instruments Incorporated D B
UNH UnitedHealth Group Inc. C B
VNO Vornado Realty Trust C C
WLP WellPoint Inc. D B


Last Week’s Buys, Now Holds

Symbol Company Name Quantitative Grade Fundamental Grade
ADP Automatic Data Processing Inc. C C
APH Amphenol Corp. Cl A C B
EMN Eastman Chemical Co. C C
ENB Enbridge Inc. B C
ETP Energy Transfer Partners L.P. C C
KORS Michael Kors Holdings Ltd. C A
RAI Reynolds American Inc. C C
SIRI Sirius XM Radio Inc. B C
VRX Valeant Pharmaceuticals International Inc. B C
WM Waste Management Inc. B C

Last Week’s Holds, Now Sells

Symbol Company Name Quantitative Grade Fundamental Grade
AMTD TD Ameritrade Holding Corp. D C
BBBY Bed Bath & Beyond Inc. F B
ESRX Express Scripts Holding Co D B
HPQ Hewlett-Packard Co. D D
KMI Kinder Morgan Inc. D C
LO Lorillard Inc. D C
MFC Manulife Financial Corp. D B
YUM Yum! Brands Inc. D C


Louis Navellier

Louis Navellier

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