Humana Is Cheap

I try to wait for some type of bottom to be put in, but I find that they usually don't last very long when they are undervalued.....Since my holding periods are usually much longer than that of HUMANA, I usually experience the consolidation stage before the stock starts to break out either one way or the other....I enjoy buying in the middle of the move...Heck most of my positions started in the middle, but in a market like we have just had over the last few months finding great stocks that have gotten cheap are hard to find and don't last long....HUMANA (HUM)was one that I felt could bounce a few day back....CAMECO (CCJ)was also a recent purchase and I let it be known on ET..... Lyodell (LYO) today was mentioned as a buy.... Exelon Corp (EXC) on MONDAY as a beaten down utility over TXU....(INTU) Intuit today during our earlier rant cought my eye....

$COSTAverageMAN
 

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I am mostly a position trader as well. We obviously have different styles.

More than 80 percent of the highest volume stocks have bullish charts. I go with the flow until the flow just isn't there anymore.

I have strategies to do what you are doing but I only use it in choppy markets.

Good luck.
 
My word I never thought of you $COST being a deep value man! This is the same $COST of oil sands fame?
Humana I think would be a great LT investment the 5 year chart looks fine! Normal pullback you could say. Theres a $10, 1 year trade to $62 I believe here. It's possible $COST and you may left that on the table in your eagerness to stay liquid in what's obviously about to befall us. With the overall market PE in the 17's you really shouldn't be having that much trouble finding reasonably priced stocks- the key I think is to look at the bottom line not the chart because several will be at their highs. One I've been scoping and hoping for a pullback is PWEI if you can believe the numbers they have a PE of 4 and EPS of $8.51 while being in the building supply business. Nice $30 to $35 channel overextended now at $37 in good market buy at top of channel $35 in correction hope for something closer to $32. And remember I gave you Spartech SEH! instead of GGC.
~stoney
 
EXCHANGES....
NYX, CME, NDAQ, LAB, ISE, BOT
FERTILIZER
POT, TRA, TNH, CF, SQM, SMG, POT, MOS, BBC (sold most yesterday...4 day trade for 38%)
TRACTORS
DE, CNH, AG
FINANCIAL
GROW, MER, GS, MS, AGE, DB, CS, BSC
GAME MAKERS
MCZ, ERTS, ATVI, KNM, NTDOY.pk


What a great list to have an overwieght position in the portfolio today!!!!
52 week high today
CME, BOT, POT, TRA, TNH, CF, SMG, MER, GS, MS, AGE, DB, BSC,
NTDOY, POT(almost), MOS(almost), DE (almost)

52 week high this week
NYX, MCZ, ACTI, KNM,
 

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My god $COST still playing BBC! You're amazing. What I love about your lists is the calculating grandness of it all... fertilizer stocks of course my good man ! why not? several! The whole sector in fact! Tractors, generators.... Airplane stocks, we need 6 of those...
Hospitals... Do we still like the hospitals? You mentioned a stealth bull move to me in the sector... sector wise it has been awful stealthy ranked 171 with a bullet but some names have been drifting up anyway, Community Health, Lifepoint? Do you still like? ~ stoney
 
From early post
EXCHANGES....
NYX, CME, NDAQ, LAB, ISE, BOT
FERTILIZER
POT, TRA, TNH, CF, SQM, SMG, AGU, MOS, BBC
TRACTORS
DE, CNH, AG
FINANCIAL
GROW, MER, GS, MS, AGE, DB, CS, BSC
GAME MAKERS
MCZ, ERTS, ATVI, KNM, NTDOY.pk





Will the fertilizer stocks ever go down....I just pulled some of the position off the table today in most of these stocks.....

NDAQ, NYX put some money back into these guys on friday....

ATVI and ERTS back on the move

BTW what a list
$COSTAverageMAN
 
Someone just dumped out of the MDY.....320,000 shares....

That was very unusual for this tracking stock....

MZZ trading right at 55.00....I wonder where the 50 mil will go to
 

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