Stock Gumshoe

And, as promised, the steadfast Gumshoe continues his rounds, digging up the 13F favorites of Ann Sosnowski that she believes will generate “free money” for intrepid investors such as yourselves.

This time, we’re talking electronics … a taste for you:

“This stock is a world leader in electronics, including the explosive mobile electronics market. They just secured the exclusive rights to market the Energizer Battery products in the booming Mexican and South American markets. Most people haven’t caught on to this yet, but top Wall Street investment tycoons Irving Kahn and Seth Klarman are buying shares… and you should do the same. The stock is currently trading at $11. And I believe we’ll see it hit $30 in the next year. After that, the sky’s the limit.”
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Remember back when I promised to look through the “Free Money” stocks teased by Ann Sosnowski for her Safe Haven Investor newsletter? Well, stomach flu and speaking engagements intervened to slow the progress of the Gumshoe, but progress there has been … I can finally move on and look at a few more of these.

The first one we’ll take a gander at is “Free Money Stock #2″ — if you don’t remember this particular ad, it’s focused on following the purchases of major investors through their 13F filings with the SEC, and picking out the plum stocks that are chosen by Wall Street wunderkinden.

In this case, Sosnowski is riding on the tails of David Dreman and Charles Brandes, both of whom are well known “value” investors who espouse a fondness for the teachings of Benjamin Graham, the patron saint of value investing (if we’re going to go theological on this, I guess Warren Buffett would then be one of the prophets).

But I digress. This is a stock owned by both Dreman and Brandes, and it’s in the healthcare sector somehow. Here’s the relevant teaser copy:
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I mentioned yesterday that I would be spending a little time running through the teaser stocks in Ann Sosnowski’s latest teaser ad for her Safe Haven Investor newsletter … so without further ado, here we go!

This one is called the “Ultimate Recession Stock” in the ad, and whether or not you think we’re in a recession, or about to enter one, I think we can certainly agree that economic growth is at least fairly tepid at the moment … and it’s not going to change our lives much one way or the other when NBER tells us for sure whether it was a recession when they look back in a year or so.

And when a recession hits, the temptation is to shy away from most consumer-related stocks (since they’ll be broke), and focus on stocks of either consumer staples companies or companies that help consumers save money. So maybe Wal Mart more than Target, if we’re in a world where price sensitivity is everything.

This teased stock hits that general feeling right between the eyes, according to Sosnowski … Read the rest of this entry »