StockMastery stock picks for June 2007

Well fellow Masters, this week was a big one, and today June options expire so come next week, the market could really fluctuate either way. The Guys at the StockMasters felt it was time to review some of their favorite stocks of the week, some we've written about, some we haven't. So here they are, and it's Friday, so you bet at 11 AM at StockMaster HQ it's Miller Time:

Stock Pick # 1 - Sears Holdings Corporation (SHLD)

The one and only Sears Holdings Corporation (NASDAQ:SHLD) lead by the new godfather of investing Eddie Lampert. Lampert now wears the crown as the richest person in Connecticut with a net worth of $3.8B (and that figure grows everyday). Just this week Lampert announced he is in a buying mood and looking to spend between $3 to $5 billion. Eddie isn't afraid to pick up shares of his own company, in May Lampert bought back 1.2 million shares at prices ranging from $175 to $182. If there is one stock that you can buy today for just the CEO alone, it's Sears Holdings Corp. (SHLD).

This week Goldman raised their price target on SHLD to $200 from $195 based on strong cash flow generation and valuation updates. Promising initiatives include brand relaunches, growth of Land's End, commitment to Sears Grand, and new IT systems. Sears may seem expensive when you have to now pay $174 a share but you get what you pay for and believe me Masters, it's worth it. Todd Sullivan has gone to bat for Sears many times and every time, both Sears and Sullivan knock it out of the park, it's just easy money.

Stock Pick # 2 - Yahoo! Inc. (YHOO)

There's no argument here, Yahoo has been a crap stock and company ever since Terry Semel got on board but he's going people, it's just a matter of months if not weeks. At Yahoo's shareholders meeting this week almost a third of the shareholders voted against Semel's continuation as CEO. Eric Jackson is doing everything in his power to push Terry out the door, and he represents about 80 Yahoo stockholders who own a combined 2 million shares.  He has a plan and  you can view it all on YouChoose.net - Yahoo! Shareholders Unite for Plan B .

Chad Brand (The Peridot Capitalist) said it best this week when he wrote that Yahoo is the sum of the following key points (click to read his article) :
- Trading at the Low End of a Trading Range
- The Possibility of a Buyout or Merger
- Panama Will Show Results Eventually
- Terry Semel’s Potential Ouster
Yahoo! Inc.'s shares are ready for a bounce, it's just a matter of time and Terry will be working at Burger King come August. "Yea Terry, I'll take the No. 3, make it Pepsi and you can keep the change, oh, and great work at Yahoo!"

Stock Pick # 3 - Ivanhoe Mines Ltd. (IVN)

Frank Lara is making us all sick of this stock, but he's been on the money about this Mongolian Gold Rush play (read Frank's article on IVN). Rio Tinto, the world's second-largest mining group, said they will increase its stake in Ivanhoe Mines once the Mongolian government approves Ivanhoe's Oyu Tolgoi project, a senior executive said on Tuesday. The stock is up 4.2% since the Masters recommended it on May 20th and it's up 30% in the last 6 months alone.

There's a gold rush happening in Mongolia and it all started back in 2001 by the discovery of one of the world's largest deposits of copper and gold in Mongolia's Gobi desert. Mongolia is not a wealthy nation and it's people get by every day on less than the price of your Starbucks Grande Vanilla Latte. The arrival of this new national treasure has of course caused corruption in Mongolia, it's not every day you discover a $38 billion buried treasure in your back yard. The place where all the activity is called Oyu Tolgoi and the company that is all mixed up in it -- that would be Ivanhoe Mines (IVN).

Stock Pick # 4 (The Wild Card) - Hansen Natural Corporation (HANS)

To call this company a Wild Card pick is a shame but it makes for a good title. Hansen's is undeniably one of the best stocks and company's that has graced Wall Street in the last 20 years. Today (6/15) Goldman Sachs analyst upgraded the stock, expecting the maker of the Monster energy drink to rebound later in 2007 and the shares are up almost 10%. Goldman's Andrew Sawyer upgraded the stock to "Buy" from "Neutral," saying higher prices are helping cover inflation in commodity costs.

The stock split 4:1 back in July 2006 and it still climbs up and up no matter what the critics say because their Monster Energy Drinks are the Kings of all beverages - the end. Hansen's does it all, their juices, sodas, teas, and energy drinks are the best, it's that simple. Their revenue was $348 million in 2005 and $605 million in 2006 and if you don't know the history about their company stock, just stop reading.

There you have it America, your picks for the week. As we say here at the Masters, all these stocks get the...1-2-shabadoo!!!

Rock on with your badself (courtesy of Snoop and the Lady of Rage). It's Friday.

Article written by: The StockMaster Staff
Article posted on: June 15th 2007

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