Barrons - 09/17/2007 notes - "A Beter Bet Than Apple"

Cover refers to Nokia (NOK) - better margins, products, cheaper, etc. But poor presence in the US contributes to it not being that loved

Health care stocks might be a good value. I already trade options on HNT, but here are a few other possibilities:

• CI - Cigna
• HUM - Humana
• MOH - Molina

Other stocks mentioned

• John Deere (DE, $147) - good corn crop
• Altria (MO, $70) - Int'l spin off sounds good. Will keep a 5%+ yield.

Put selling

• Goldman's people like selling puts on T, JNJ, PEP
• This week, big bull spread on MS - bought 6,000 Jan 65 calls and sold 12,000 Jan 70 calls
  

Speaking of Dividends:

• McDonalds (MCD, $55)
  
• boosted it to about 2.7%
• Paccar (PCAR, $90) -
  
• dividend has grown 20% annually over past 10 years
• stock has split 5x since 1997
• 13 special dividends since mid 1990 (last was $2/share in January)
• Zenith National Insurance (ZNT, $45)
  
• yielding 4.5%, 2nd boost this year
  
• 7th hike in 3.5 years

Where is Oil Headed? Contrarian say $45

• Mike Rothman ISI group
• What happens when hedge funds unwind all at once
• Demand growth is slower than we think
• Saudis can supply a lot more than we think (3 big fields coming online)
• Khursaniyah - Q3 2007
• Nuayyim - 2008
• Khurais - 2009