2 of the Market's Most-Hated Stocks

The following video is part of our "Motley Fool Conversations" series in which industrials editor/analyst Brendan Byrnes and consumer goods editor/analyst Austin Smith discuss topics across the investing world.

In today's edition, Brendan and Austin continue their series, "Stocks the Market Hates," in which they discuss stocks with high short percentages. Today, they discuss mailing services leader Pitney Bowes and health-care management giant Express Scripts. Both Brendan and Austin agree with the short positions in Pitney Bowes, which pays out a huge dividend but could be part of a declining industry and may have waited too long to develop its software portfolio. Austin wouldn't short Express Scripts, because it's the dominant player in its industry, and, if approved, the acquisition of Medco could be huge for the company.

While both Brendan and Austin agree that Pitney Bowes could be in for a rough 2012, we've come across a different stock that has us so excited we can hardly contain our investing enthusiasm. This company has so much promise that we've dubbed it: "The Motley Fool's Top Stock for 2012." We've created a special free report for investors to uncover this soon-to-be rock star. The report highlights a company that is revolutionizing commerce in Latin America, and you can get instant access to the name of this company by clicking here to download it now.

Austin Smith has no positions in the stocks mentioned above. Brendan Byrnes has no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend Medco Health Solutions. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On February 28, 2012, at 12:23 AM, jdwelch62 wrote:

    Wow, there's a pharma-services company bigger than Medco? I'm a Medco customer by virtue of my employer's health care coverage, & they've basically forced me to get all my meds thru them; we get very few meds from our local Walgreen's anymore. This merger with Express Scripts sounds a little scary in an anti-trust sorta way...

    As for PBI, I'm watching them just to see what happens. I'm not gonna put any money into them or even make a CAPS call on 'em, I just want to see how things pan out. I'm not sure they're as far out of it as Brendan thinks, but then again, I'm also not putting any money where my mouth is. Just want to see how things play out with traditional mail & then see to what other "traditional" industries & companies I can apply the lessons we'll learn from PBI...

    Fool on!... :-)

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