The Stocks Wall Street Was Buzzing About
The Boeing bulls are undeterred by recent mishaps with the long-awaited 787 Dreamliner.
Carter Copeland, an analyst at Barclays Capital, said he thinks the plane is seeing the sort of "teething problems" that are normal for new planes. So far, there haven't been any signs that Boeing's production would be slowed down or interrupted to address concerns about the new plane, Copeland added.
"The central bull thesis for Boeing shares is about the large amount of cash that the company's going to generate over the course of the next three, four years with production rates as high as they are and with the 787 ramping up to very high levels to meet customer demand," he said.
While Apple bears have knocked a quarter off the company's market cap since September, R.W. Baird senior analyst Will Power remains bullish due to "very good" demand.
"We continue to like Apple," Power said Monday. "That's our top pick and, really, I guess our refrain has been the more things change, the more they stay the same. We like Apple on the weakness."
There may also be reason to be more bullish on Tiffany as it turns around the business after a weak holiday season.
Brian Nagel, an Oppenheimer analyst, told CNBC, "My view, and I've said this for a while now, I think Tiffany is suffering through a fashion miss."
Nagel said he was encouraged that Tiffany is now recognizing that it needs "to do something to pump life into that lower-end business." But Nagel thinks problem is fixable and once the company solves it, he forecasts that investors will see "sales improve rather quickly."
Yum Brands has seen its shares and China sales hurt by "adverse publicity" from a Chinese government review of the country's poultry supply. One analyst wonders whether this is a one-time event or something that is masking weakening demand.
Rachael Rothman, an analyst at Susquehanna Financial Group, said "I think when they report fourth quarter now they're likely to lower that bar and investors will probably be cautious about the sales trajectory in China for the balance of 2013."
In health care, biotech stocks may be a good place to invest in 2013, Les Funtleyder, president of the investment advisory arm of Poliwogg, an asset manager.
Funtleyder said that dividend payments and pharmaceutical pipelines from Big Pharma "are actually starting to come around now" that they've started overcoming a massive wave of patent expirations called the "patent cliff."
Disclosures can be found in the individual Stock Blog posts.