Yesterday I highlighted three bellwether stocks—Sony Corp. (SNE), Time Warner Cable (TWC) and Thomson Reuters (TRI)—that made headlines last week and were on the move. In the cutthroat earnings arena, Time Warner and Thomson Reuters emerged as winners while Sony was a clear loser. But these are just three examples of how quickly things can change on Wall Street. As further proof of this, internet radio leader Pandora Inc. (P) popped nearly 9% during trading today after announcing a strong audience turnout for October. (A Moderately Aggressive stock, P is currently a B-rated Buy.) On the flipside, DirecTV (DTV) shares retreated after the company announced that subscriber growth slowed in Latin America during the third quarter. (DTV is a C-rated hold.)
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. 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 an additional 45 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.
Upgrades
Last Week’s Holds, Now Buys
Symbol |
Company Name |
Quantitative Grade |
Fundamental Grade |
| ADP | Automatic Data Processing | B | C |
| BX | The Blackstone Group L.P. | B | C |
| CL | Colgate-Palmolive Company | B | C |
| DISCK | Discovery Communications | B | C |
| GSK | GlaxoSmithKline plc | B | C |
| HIG | The Hartford Financial Services Group | B | C |
| HMC | Honda Motor Co. | B | D |
| MHFI | McGraw Hill Financial | B | B |
| PFE | Pfizer Inc. | B | C |
| TRI | Thomson Reuters Corporation | A | C |
| TWC | Time Warner Cable Inc. | B | C |
| UAL | United Continental Holdings | B | C |
| XLNX | Xilinx | B | B |
Last Week’s Sells, Now Holds
Symbol |
Company Name |
Quantitative Grade |
Fundamental Grade |
| ABT | Abbott Laboratories | D | B |
| BHI | Baker Hughes Incorporated | D | C |
| BNS | The Bank of Nova Scotia | C | C |
| BP | BP p.l.c. | D | B |
| BTI | British American Tobacco p.l.c. | D | B |
| CHT | Chunghwa Telecom Co., Ltd | D | C |
| DTV | DIRECTV | C | C |
| GE | General Electric Company | C | C |
| MCD | McDonald’s Corporation | D | C |
| MO | Altria Group | D | B |
| NUE | Nucor Corporation | C | C |
| OXY | Occidental Petroleum Corporation | C | C |
| PRGO | Perrigo Company | C | B |
| ROST | Ross Stores | C | B |
Downgrades
Last Week’s Buys, Now Holds
Symbol |
Company Name |
Quantitative Grade |
Fundamental Grade |
| F | Ford Motor Company | C | B |
| LVS | Las Vegas Sands Corp. | C | B |
| MS | Morgan Stanley | C | C |
| MSFT | Microsoft Corporation | C | B |
| PAYX | Paychex | C | C |
| PNC | The PNC Financial Services Group | C | B |
| PSA | Public Storage | C | B |
| SNE | Sony Corporation | B | D |
Last Week’s Holds, Now Sells
Symbol |
Company Name |
Quantitative Grade |
Fundamental Grade |
| BAM | Brookfield Asset Management Inc. | D | C |
| BAP | Credicorp Ltd. | D | D |
| BEAM | Beam Inc. | D | C |
| C | Citigroup Inc. | D | C |
| CMI | Cummins Inc. | D | C |
| CS | Credit Suisse Group AG | D | C |
| DEO | Diageo plc | D | B |
| GS | The Goldman Sachs Group | D | B |
| JPM | JPMorgan Chase & Co. | D | C |
| NU | Northeast Utilitites | D | C |
| PAA | Plains All American Pipeline, L.P. | D | C |
| TS | Tenaris S.A. | D | C |
Sincerely,
Louis Navellier