All Star Analysts Portfolio Highlights: Countrywide Financial, Dell, EMC Corporation and McAfee.CHICAGO -- Zacks.com just released its latest additions and deletions to its proprietary All Star Analyst portfolio. Members on this exclusive list include Countrywide Financial Countrywide Financial Corporation (NYSE: CFC) is a diversified financial marketing and service holding company engaged primarily in residential mortgage banking and related businesses. Corporation (NYSE NYSE See: New York Stock Exchange :CFC CFC See: Controlled foreign corporation ), Dell (NASDAQ NASDAQ in full National Association of Securities Dealers Automated Quotations U.S. market for over-the-counter securities. Established in 1971 by the National Association of Securities Dealers (NASD), NASDAQ is an automated quotation system that reports on :DELL), EMC Corporation EMC Corporation (NYSE: EMC) is an American Fortune 500 and S&P 500 manufacturer of software and systems for information management and storage. It is headquartered in Hopkinton, Massachusetts, USA. (NYSE:EMC (1) (EMC Corporation, Hopkinton, MA, www.emc.com) The leading supplier of storage products for midrange computers and mainframes. Founded in 1979 by Richard J. Egan and Roger Marino, EMC has developed advanced storage and retrieval technologies for the world's largest companies. ) and McAfee, Inc. (NYSE:MFE MFE - maximal free expression ). View the entire list of stocks on the All Star Analyst portfolio at http://at.zacks.com/?id=510 This exclusive portfolio represents all stocks with a Strong Buy rating from at least five analysts with a 5-Star All Star ranking. These are the brokerage analysts whose stock recommendations proved to be the most profitable for investors. In 2003 this portfolio gained 46.6% nearly doubling the rise of the S&P 500. Here is a synopsis of why these stocks are in the All Star Analysts Portfolio: Countrywide Financial Corporation (NYSE:CFC), which provides mortgage banking and diversified financial The diversified financial services segment includes a range of consumer and commercially-oriented companies offering a wide variety of products and services, including various lending products (such as home equity loans and credit cards), insurance, and securities and investment services, recently announced a 'solid operational performance' for the month of May. Specifically, mortgage loan fundings reached $39 billion, marking a +22% rise from last year and a 12% advance from April. The company said much of the growth came from home purchase fundings. Furthermore, average daily mortgage loan application activity rose 8% to $2.8 billion sequentially and 43% year-over-year. This result was attributed to a 26-basis point decline in fixed-rate mortgage rates during the month and a seasonal increase in purchase application activity. Countrywide Financial, which reiterated its long-term target for annual earnings growth last month, continues to be a favorite of several All Star analysts. Dell (NASDAQ:DELL) remains on the lists of several All Star analysts. Last month, the company reported fiscal first quarter earnings of 37 cents per share Cents per share The amount of a mutual fund's dividend or capital gains distributions that a shareholder will receive for each share owned. on total revenue of $13.4 billion. The earnings result matched the consensus and improved on a year-over-year basis, while revenue moved forward 16%. The company enjoyed significant growth outside of the U.S. with revenue in Europe, the Middle East, and Africa growing 20%. Furthermore, revenue in Asia-Pacific and Japan improved 19%. Sales outside the U.S. moved forward 21% and grew to 42% of its total revenue. Dell said the greatest strength in the quarter was in the products, services, and regions that it is most focused on growing. The company's fiscal second quarter outlook was also seen as a positive, as it expects revenue between $13.6 billion and $13.8 billion and earnings per share of 37-39 cents. EMC Corporation (NYSE:EMC) is the world's leading information storage and management company, and remains a top pick with several All Star analysts. In early June, a report from IDC stated that EMC's first quarter extended its market share lead in worldwide revenues for external disk storage systems for the 7th straight quarter. The company stated that this streak attests to the strength of EMC's strategy, the consistency of its execution and customer appreciation for its focus on delivering comprehensive information lifecycle management Information Lifecycle Management refers to a wide-ranging set of strategies for administering storage systems on computing devices. Specifically, four categories of storage strategies may be considered under the auspices of ILM. . In that first quarter, EMC reported that total consolidated revenue jumped 20% to $2.24 billion from the previous year's $1.87 billion. Earnings per share reached 11 cents, almost doubling the year-ago result while coming inline with the consensus estimate. McAfee, Inc. (NYSE:MFE) is a computer security company that a number of All Star analysts are watching. The company announced earlier this month the acquisition of Wireless Security Corporation, a privately-held company that offers Wi-Fi security solutions. McAfee said the acquisitions builds on its existing security technology and enables it to further protect the growing wireless environment. For its first quarter, the company posted non-GAAP earnings of 27 cents per share, which topped the consensus by approximately 35%. The leader in intrusion prevention See IPS and IDS. and risk management solutions also lifted its outlook for 2005. Discover all the current All Star Analyst rankings and top analyst recommendations at http://at.zacks.com/?id=511 About Zacks All Star Analyst Survey To learn which brokerage analysts are the best in their field and what stocks they're recommending today, see the Zacks All Star Analyst survey. This exclusive survey, created with Fortune Magazine, reveals the "Best-of-Breed" brokerage analysts. They are the select group of winners from the universe of brokerage analysts - the ones who consistently beat the street - the few you should be following now. Visit the Zacks All Star Survey to find the best analysts and their top stock recommendations at http://at.zacks.com/?id=512 Top recommendations from All Star Analysts Highlighted in FREE Investment Newsletter Each week, Zacks.com highlights investment insight and favorite recommendations from All Star Analysts and other leading investment experts. This is all part of our FREE e-mail See Internet e-mail service. newsletter, "Profit from the Pros." The only way to get these powerful insights is with a FREE subscription to the "Profit from the Pros" investment newsletter. Register for a free subscription at http://at.zacks.com/?id=513 About Zacks Zacks.com is a property of Zacks Investment Research Zacks Investment Research A firm that compiles earnings estimates and brokerage firm investment recommendations for thousands of publicly traded firms. , Inc., which was formed in 1978 to compile, analyze, and distribute investment research to both institutional and individual investors. The guiding principle behind Zacks is the belief that investment experts, such as brokerage analysts and investment newsletter writers, have superior knowledge about how to invest successfully. The goal is to unlock these pros' profitable insights for individual investors hard-pressed to find this valuable information in one source. A free subscription to "Profit from the Pros" weekly e-mail newsletter provides the best way to use these experts' insights for more profitable investing. Register for a free subscription to the Profit from the Pros newsletter at http://at.zacks.com/?id=514 Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. (x) The S&P 500 Index ("S&P 500") is a well-known, unmanaged index of the prices of 500 large-company common stocks selected by Standard and Poor's Noun 1. Standard and Poor's - a broadly based stock market index Standard and Poor's Index . The S&P 500 includes the reinvestment Reinvestment Using dividends, interest and capital gains earned in an investment or mutual fund to purchase additional shares or units, rather than receiving the distributions in cash. 1. In terms of stocks, it is the reinvestment of dividends to purchase additional shares. of all dividends, no transaction costs Transaction Costs Costs incurred when buying or selling securities. These include brokers' commissions and spreads (the difference between the price the dealer paid for a security and the price they can sell it). , and represents the gross returns before management fees. Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security. |
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