Greetings stock fans and welcome to the brave new frontier, an election year and a possible Bloomberg run... could it get any better for Mr. Market? You say you want the troops home too? Ok how about a Giant Superbowl while we are at it? One thing you can do is take whatever you are hearing as common knowledge from everyone and turn it on it's ear... thus we will NOT have repeated Fed cuts we will NOT have a recession and we will NOT have a weak dollar. Also surprise housing HAS bottomed. The consumer has more money than we think. etc.
Glad we got that out of the way now what of stocks? Well most all are calling for oil to drop so we have to go the other way here too that means some holding back of the stock market as well. The tax structure of our nation will be under attack by the politicians and if too many hikes get through.... it will really end the party for a number of years. So with that gloomy overhead can we prosper in 08? I'm not sure, my guard is up at the moment but only slightly I continue to be encouraged by the flood of foreign money rushing to our shores to buy our stocks and prop up our financial institutions.... the only problem is like Japan coming here and buying all our real estate... these foreign forays tend to be at tops and not bottoms. As well this extreme volatility of the past year if that were to continue again even the most rudimentary chart watcher is going to draw the lines-- these extreme wobbles also happen at tops and bottoms and there is just no way I can call where we are now a bottom. Rather a January push up and it will most definitely be a top.
So with that in mind off we go in search for some home run stocks amidst a nervous market...
#1- ELON.
Oh yes it's back that stock that made EVERYONE rich last year before diving into the pool without water. This is the future stock the green pick the fellows who are going to make the kitchen of the future cook for you when you are away, turn up your heat and start the whirlpool as you drive towards your house.
#2 Composite Tech- CPTC. We profiled this in August and bailed with a loss but we like the company. It went from $1.60 to $2.00 on a brief Barrons piece and trapped stoney it went down to $1.40 and then back to $2.20 before spiraling down to $1.40 again. This is a good price. CTC makes an Aluminum Conductor Composite Core cable which they claim can double the current carrying capacity of existing lines, or significantly lower costs for new lines. As a bonus for renewable energy investors, their DeWind subsidiary also manufactures parts for wind turbines. That DeWind division got the attention of Barons.
#3 Landec- LNDC. Another stoney headache I've been in and out of this stock at about this price many, many times... it just never moves!
But I'm sure one day it will it's in a nice niche'
market that serves the agricultural industry. They sell temperature-activated polymer products that help regulate food freshness at the grocers. They also use their products to provide farmers with specialty seed coatings to provide for better crop yields. And they have deals with fragrance companies for their packaging too. This is a very sexy packaging stock with ties into the food chain.
* Market Cap is just $334 Million.
* Quarterly sales growth estimated at 11%
* 24% of the stock is held by insiders
* Total debt to equity is less than 1%
#4 General Cable Co.- BGC. A nice powerful blue chip which sells not only high voltage cable for electricity transmission but also has telecommunication applications.
#5 Trinity-TRN. The rail stock that couldn't shoot straight. Analysts love to hate it, it';s in the right place at the right time yet not going anywhere. They have an inland barge division and make tower structures as well as a huge presence on the rails. Stock is down 20% in a month on fears of a softening economy.
#6 EJ- Yes going back to the Chinese housing play again!
#7 ENER- avid viewers know this is my
" favorite " stock those can be dangerous for the average joe... A new CEO and a new focus on solar while having a killer app in the semi conductors hiding in a division... What more could you ask for?
#8 AMSC- We have been here and we wish we were still there. A wind play executing at all levels, powerful chart.
#9 Sterlite- SLT. I love this call Copper in India what more needs to be said. Cathodes, rods & transformer pieces as well as a serious Zinc mining division! This is a $26 dollar stock you buy now for a trip to the $32 level from there we can talk... you may sell, I see a mega cap that is a long term double and those are hard to find!
#10 Aixtron- AIXG. I always like to include one stock that absolutely no one will ever have heard of and with Aktiengesellschaft in their name I 'm pretty sure I have found one. AIXG produces and supplies deposition equipment to the semiconductor industry. Its solutions are used by a range of customers to build components for electronic and opto-electronic applications, which are used in fiber optic communication systems, wireless and mobile telephony applications, optical and electronic storage devices, computing, signaling and lighting, and displays. The company sells its products and services directly through strategically located sales and service facilities in Germany, the United States, the United Kingdom, Sweden, Japan, South Korea, China, and Taiwan, as well as through independent sales and service representatives in India, Israel, Poland, Russia, and Taiwan. AIXTRON Aktiengesellschaft was founded in 1983 and is headquartered in Aachen, Germany.
I put all that in because there is so much in that description to like- we get our overseas exposure we do end to end stuff and we happen to have a kick ass chart!
Ok That's ten good ones, I like the weird balance of that portfolio... Although #'s 2&3 I'm not overly sure of- I just want to get the names out there for discussion; I may quickly dump them in favor of...in no order of importance ...here are some names that just missed out but will be there for rotating.
MLNM- I'm hip to Velcide's prospects and I own the stock. Refuses to move through $16 I'd wait till it proves itself. But watch it! Strong buyout possibility in my mind. (but I always feel that way)
XOMA- my favorite small bio with big earnings I own.
CTDC- China Direct becoming a solar play. Shhhhh. And they now focus solely on clean and renewable energy in China after selling off some divisions! Looking at it.
UEPS- My South African play we made so much dough on earlier in the year... little nervous here STILL no contracts announced, smells fishy, one of the steadier nations over there is exploding ion violence.. still any move up through $31 should set this off. It had a disappointing attempt at all time highs and has fallen back into a decent base in $29 area with support at $27 1/2... looks like a good trade but I'm nervous about those SSA contracts! On the fence.
QSC- This speculative bio I put in my wife's IRA so I watch it... need to fatten up my research here but something good is cooking under the hood here I can smell it. First recommended in Sexy Stock Watch post at $5.50 it certainly hasn't gotten away from us... I'm 99% sure I'm buying this next week. Kept knocking on $5.80 last week looks like it want's to take a quick trip to mid $7's...
Well that's the best I can do now I need to read this post over a few times and pick my hunting order out. As well I haven't got my China hat screwed on yet- I saw JADE went absolutely nutso the other day- so if you pick right, the overreaction is still there. Rather than overload a portfolio or thread with too much China I held back. As warranted I'll throw more and more China names out to boost our performance!
PLEASE REMEMBER These are actual suggestions to buy. You really need do no research on your part but of course you will. Like all investments these should go UP in value. Our aim is to cut through the vast maze of junk and deliver to you some concise names to consider that you may not of started out with. We hope we have done just that. And we have no idea why we are using the royal " we " so much in this thread for it is just I- stoney in his underwear, hat on backwards, slightly stoned, watching the Doodlebops (unfortunately) on a cold New Years Day!- PEACE
Glad we got that out of the way now what of stocks? Well most all are calling for oil to drop so we have to go the other way here too that means some holding back of the stock market as well. The tax structure of our nation will be under attack by the politicians and if too many hikes get through.... it will really end the party for a number of years. So with that gloomy overhead can we prosper in 08? I'm not sure, my guard is up at the moment but only slightly I continue to be encouraged by the flood of foreign money rushing to our shores to buy our stocks and prop up our financial institutions.... the only problem is like Japan coming here and buying all our real estate... these foreign forays tend to be at tops and not bottoms. As well this extreme volatility of the past year if that were to continue again even the most rudimentary chart watcher is going to draw the lines-- these extreme wobbles also happen at tops and bottoms and there is just no way I can call where we are now a bottom. Rather a January push up and it will most definitely be a top.
So with that in mind off we go in search for some home run stocks amidst a nervous market...
#1- ELON.
Oh yes it's back that stock that made EVERYONE rich last year before diving into the pool without water. This is the future stock the green pick the fellows who are going to make the kitchen of the future cook for you when you are away, turn up your heat and start the whirlpool as you drive towards your house.
#2 Composite Tech- CPTC. We profiled this in August and bailed with a loss but we like the company. It went from $1.60 to $2.00 on a brief Barrons piece and trapped stoney it went down to $1.40 and then back to $2.20 before spiraling down to $1.40 again. This is a good price. CTC makes an Aluminum Conductor Composite Core cable which they claim can double the current carrying capacity of existing lines, or significantly lower costs for new lines. As a bonus for renewable energy investors, their DeWind subsidiary also manufactures parts for wind turbines. That DeWind division got the attention of Barons.
#3 Landec- LNDC. Another stoney headache I've been in and out of this stock at about this price many, many times... it just never moves!
But I'm sure one day it will it's in a nice niche'
market that serves the agricultural industry. They sell temperature-activated polymer products that help regulate food freshness at the grocers. They also use their products to provide farmers with specialty seed coatings to provide for better crop yields. And they have deals with fragrance companies for their packaging too. This is a very sexy packaging stock with ties into the food chain.
* Market Cap is just $334 Million.
* Quarterly sales growth estimated at 11%
* 24% of the stock is held by insiders
* Total debt to equity is less than 1%
#4 General Cable Co.- BGC. A nice powerful blue chip which sells not only high voltage cable for electricity transmission but also has telecommunication applications.
#5 Trinity-TRN. The rail stock that couldn't shoot straight. Analysts love to hate it, it';s in the right place at the right time yet not going anywhere. They have an inland barge division and make tower structures as well as a huge presence on the rails. Stock is down 20% in a month on fears of a softening economy.
#6 EJ- Yes going back to the Chinese housing play again!
#7 ENER- avid viewers know this is my
" favorite " stock those can be dangerous for the average joe... A new CEO and a new focus on solar while having a killer app in the semi conductors hiding in a division... What more could you ask for?
#8 AMSC- We have been here and we wish we were still there. A wind play executing at all levels, powerful chart.
#9 Sterlite- SLT. I love this call Copper in India what more needs to be said. Cathodes, rods & transformer pieces as well as a serious Zinc mining division! This is a $26 dollar stock you buy now for a trip to the $32 level from there we can talk... you may sell, I see a mega cap that is a long term double and those are hard to find!
#10 Aixtron- AIXG. I always like to include one stock that absolutely no one will ever have heard of and with Aktiengesellschaft in their name I 'm pretty sure I have found one. AIXG produces and supplies deposition equipment to the semiconductor industry. Its solutions are used by a range of customers to build components for electronic and opto-electronic applications, which are used in fiber optic communication systems, wireless and mobile telephony applications, optical and electronic storage devices, computing, signaling and lighting, and displays. The company sells its products and services directly through strategically located sales and service facilities in Germany, the United States, the United Kingdom, Sweden, Japan, South Korea, China, and Taiwan, as well as through independent sales and service representatives in India, Israel, Poland, Russia, and Taiwan. AIXTRON Aktiengesellschaft was founded in 1983 and is headquartered in Aachen, Germany.
I put all that in because there is so much in that description to like- we get our overseas exposure we do end to end stuff and we happen to have a kick ass chart!
Ok That's ten good ones, I like the weird balance of that portfolio... Although #'s 2&3 I'm not overly sure of- I just want to get the names out there for discussion; I may quickly dump them in favor of...in no order of importance ...here are some names that just missed out but will be there for rotating.
MLNM- I'm hip to Velcide's prospects and I own the stock. Refuses to move through $16 I'd wait till it proves itself. But watch it! Strong buyout possibility in my mind. (but I always feel that way)
XOMA- my favorite small bio with big earnings I own.
CTDC- China Direct becoming a solar play. Shhhhh. And they now focus solely on clean and renewable energy in China after selling off some divisions! Looking at it.
UEPS- My South African play we made so much dough on earlier in the year... little nervous here STILL no contracts announced, smells fishy, one of the steadier nations over there is exploding ion violence.. still any move up through $31 should set this off. It had a disappointing attempt at all time highs and has fallen back into a decent base in $29 area with support at $27 1/2... looks like a good trade but I'm nervous about those SSA contracts! On the fence.
QSC- This speculative bio I put in my wife's IRA so I watch it... need to fatten up my research here but something good is cooking under the hood here I can smell it. First recommended in Sexy Stock Watch post at $5.50 it certainly hasn't gotten away from us... I'm 99% sure I'm buying this next week. Kept knocking on $5.80 last week looks like it want's to take a quick trip to mid $7's...
Well that's the best I can do now I need to read this post over a few times and pick my hunting order out. As well I haven't got my China hat screwed on yet- I saw JADE went absolutely nutso the other day- so if you pick right, the overreaction is still there. Rather than overload a portfolio or thread with too much China I held back. As warranted I'll throw more and more China names out to boost our performance!
PLEASE REMEMBER These are actual suggestions to buy. You really need do no research on your part but of course you will. Like all investments these should go UP in value. Our aim is to cut through the vast maze of junk and deliver to you some concise names to consider that you may not of started out with. We hope we have done just that. And we have no idea why we are using the royal " we " so much in this thread for it is just I- stoney in his underwear, hat on backwards, slightly stoned, watching the Doodlebops (unfortunately) on a cold New Years Day!- PEACE