Interesting individual stocks

Asking you (Birch) about a stock is like asking Vanguard if they own one. You own them all. I DCA'd all the way down and have held off on my next purchase (HUN).
 
I simply manage the Birchtree 325 mutual fund. In December I have around 51 companies that are paying their dividends - to me that's money working hard. There is no guarantee this market won't trend nowhere and dividend reinvestment is another way to accumulate more shares while I wait for higher highs. Stocks are a claim to a very long term stream of future cash flows.
 
Interesting invidual stock to watch: Stock Symbol: STP

Suntech Power Holdings Co. Ltd.



A Chinese manufacturer of solar panels. Interesting because it's already off 90% off it's high of a year and half ago.

Solar is being affected by the economic meltdown- as some projects that had been on the books are being cancelled, so there is currently an oversupply of solar panel production, pushing down prices.

But that very well may end later this year- with a new Obama Administration pushing for more solar in the future; the federal tax credit has been increased to 30% and extended for eight years; and the downturn likely forcing some consolidations in the industry.

Now trading at just over $11 a share.

Watch it for 2009. Let's see what it does.

A stock to watch.
 
Interesting individual stock:


Ramco Gershenson, symbol: RPT

Owns commercial real estate in multiple states. I've known a guy who works there from my days in college- he's now a VP over there. I have owned this REIT (Real Estate Investment Trust) in the past, but I do not currently own any shares.

But, that said, I can't find any reason why it has tanked as far as it has in the last week.

Can anyone take a look at it, and provide a logical reason why it is trading at $3.72?

This should be a 12-15 dollar share, no brainer. Income is still coming in, it pays a regular payout, and earns around $1.60 a share. So why is it now trading at only 2 times earnings?

RPT- You tell me- why?


Just a side note-

I mentioned RPT as an interesting individual stock on November 23rd, at $3.72, and said I didn't know why it was so cheap.

It closed yesterday at $6.12.

I still think it's a $10 stock in the very near future, and say again- take a look at this one as one possibility for a New Year.
 
Does anyone else have suggestions for good prospect stocks for 2009?

I am setting up a mock portfolio over in Yahoo Finance, for some stocks for 2009, and am looking for suggestions.

My criteria is simply this- any stock poised for what you think could be a 50% or better return in 2009. It could be that it is oversold now, or some things in it's sector have knocked all values out of kilter, but the company itself seems solid and is a leader or high performer in it's fields. It should be listed on a major exchange- i.e. no pink sheets. Maybe it's in a field of your work, and you know something about it. Maybe it is something your Uncle Charle mentioned at the Christmas party.. Who knows?

Offer some suggestions, and I'll go do some due dilligence on the stock, and see if it should be added to my mock portfolio.

And, if you would like to compete against me, the rules are: Take a mock $10,000 of cash over to Yahoo Finance, and pick up to ten stocks, and build yourself a mock portfolio. But then you have to post the stocks you've chosen, and a brief description of WHY you are choosing that stock- what is it about that stock that perked your interest. If you add them to your mock portfolio, you don't have to say whether you put in 1 share or 1,000 shares, you just have to say that you are holding, or buying, or selling.


Oh, and I reserve the right to use your good picks in my portfolio as well. :-)


My first two added to my mock portfolio are RPT and STP.

Let's see what else we can add as interesting individual stocks.

What can you suggest, and why?
 
STP is a top 10 holding of the ETF TAN. When oil rebounds, solar will too.


Interesting invidual stock to watch: Stock Symbol: STP

Suntech Power Holdings Co. Ltd.



A Chinese manufacturer of solar panels. Interesting because it's already off 90% off it's high of a year and half ago.

Solar is being affected by the economic meltdown- as some projects that had been on the books are being cancelled, so there is currently an oversupply of solar panel production, pushing down prices.

But that very well may end later this year- with a new Obama Administration pushing for more solar in the future; the federal tax credit has been increased to 30% and extended for eight years; and the downturn likely forcing some consolidations in the industry.

Now trading at just over $11 a share.

Watch it for 2009. Let's see what it does.

A stock to watch.
 
I bought PCU in Oct for $9.71. It's at $16.06 now and I'm still adding to the position. Will it double from here? A lot depends on BHO's stimulus package, but it could if China and India get back into the game, but I feel pretty sure it'll double from where I first bought it. I'm looking for it to pull back again before it heads up in the 2nd half of 2009.

I'll probably start to sell at $20 or so, until I can play with the house's money. :D I'm more of divvy player than share price increases and infrastructure commodities have already made a run since Oct/Nov 2008. I made 39% on NUE, now I'm just waiting on a pullback on it.

Good Luck James,
CB
 
Does anyone else have suggestions for good prospect stocks for 2009?

I am setting up a mock portfolio over in Yahoo Finance, for some stocks for 2009, and am looking for suggestions.

My criteria is simply this- any stock poised for what you think could be a 50% or better return in 2009. It could be that it is oversold now, or some things in it's sector have knocked all values out of kilter, but the company itself seems solid and is a leader or high performer in it's fields. It should be listed on a major exchange- i.e. no pink sheets. Maybe it's in a field of your work, and you know something about it. Maybe it is something your Uncle Charle mentioned at the Christmas party.. Who knows?

Offer some suggestions, and I'll go do some due dilligence on the stock, and see if it should be added to my mock portfolio.

And, if you would like to compete against me, the rules are: Take a mock $10,000 of cash over to Yahoo Finance, and pick up to ten stocks, and build yourself a mock portfolio. But then you have to post the stocks you've chosen, and a brief description of WHY you are choosing that stock- what is it about that stock that perked your interest. If you add them to your mock portfolio, you don't have to say whether you put in 1 share or 1,000 shares, you just have to say that you are holding, or buying, or selling.


Oh, and I reserve the right to use your good picks in my portfolio as well. :-)


My first two added to my mock portfolio are RPT and STP.

Let's see what else we can add as interesting individual stocks.

What can you suggest, and why?

I am betting on the bear.

Long on SDS, TWM, MZZ, SH
 
Does anyone else have suggestions for good prospect stocks for 2009?

I am setting up a mock portfolio over in Yahoo Finance, for some stocks for 2009, and am looking for suggestions.

My criteria is simply this- any stock poised for what you think could be a 50% or better return in 2009. It could be that it is oversold now, or some things in it's sector have knocked all values out of kilter, but the company itself seems solid and is a leader or high performer in it's fields. It should be listed on a major exchange- i.e. no pink sheets. Maybe it's in a field of your work, and you know something about it. Maybe it is something your Uncle Charle mentioned at the Christmas party.. Who knows?

Offer some suggestions, and I'll go do some due dilligence on the stock, and see if it should be added to my mock portfolio.

And, if you would like to compete against me, the rules are: Take a mock $10,000 of cash over to Yahoo Finance, and pick up to ten stocks, and build yourself a mock portfolio. But then you have to post the stocks you've chosen, and a brief description of WHY you are choosing that stock- what is it about that stock that perked your interest. If you add them to your mock portfolio, you don't have to say whether you put in 1 share or 1,000 shares, you just have to say that you are holding, or buying, or selling.


Oh, and I reserve the right to use your good picks in my portfolio as well. :-)


My first two added to my mock portfolio are RPT and STP.

Let's see what else we can add as interesting individual stocks.

What can you suggest, and why?

I'm a fan of GNK - a solid shipping company that has paid some nice dividends. It is currently trading around $17 from a high of over $80 less than a year ago. It has a good reputation in the industry, I'm hoping/guessing for good things to come.

BTW, I love this thread - my hope for 2009 is it becomes more active. With the handcuffs on our TSP, I've been trading more actively in the market and love people's insights/predictions.
 
James, rules check for our new game please.

1. Can we add new picks (up to 10 total any one time) through the year? Or do we have to stick with buy/sell/hold whatever we put into portfolio now?

2. Do ETFs count or only single stocks period?
 
James, rules check for our new game please.

1. Can we add new picks (up to 10 total any one time) through the year? Or do we have to stick with buy/sell/hold whatever we put into portfolio now?

As many stocks as you wish, and trade whenever you wish. The initial limiting factor is the 10K investment. Note, please incorporate a standard trading broker's fee that is realistic as well. Check with an on-line broker- if it is a $10 trade fee, work that into the mix as well, both in and out, so that you have realistic contraints, please. Let's just call it a $10 flat fee each way, to make it neutral for everyone.

Just be prepared, if challenged, to show the day in and the day out in your records.

2. Do ETFs count or only single stocks period?
[/quote]I had hopes to see just real stocks, rather than ETFs. But, no, I'll let you use ETFs if you like. Let's put a little damper on here, and call the ETF trade fee $20 instead of $10.


So there you have the rules. A mock $10K portfolio to start. Any stocks you like. Charge yourself a mock $10 for a stock fee, and $20 for an ETF fee.

Report out what stocks you picked, and why, and let's see how the game goes. You can have cash as much as you like at any time as well.

Good luck.
 
OK - I'm in. What I decided to do is to use my $10,000 for 5 stocks, spending approximately $2,000 per using the closing price yesterday (Jan 2, 2009). With the $10 fee, I ended up spending $9,999.16. My stock prices/shares and values are attached in a spreadsheet (mock TSP.xls). If you wish, feel free to modify or copy. I use this type of spreadsheet for several different trading accounts to track my gains/losses. One thing I like is when I change the current value of the stock price (in yellow), everything is automatically calculated. Here are the stocks I initially picked and why (note - I hold each of these stocks in various different accounts):

GNK - as mentioned earlier, this is a well run global shipping company that pays a nice dividend. For the mock, the purchase price was $17.01. A year ago it was trading a bit under $60, its high in May was over $80. Shipping isn't going away, though I'm not sure it will rebound quickly over the next year. Long term investment.

ABK - This is a stock that provides financial guarantee products and services to the public and private sectors. Got the feeling that after the beating the financial sector took this past year, there will be a rebound. A year ago this stock was trading a little below $30, I purchased this at $1.49. Not sure when the rebound will occur, hopefully soon. Another long term investment.

ENER - My favorite sector in alternative energy, though I really got spanked in the past year by my holdings here. With the new administration, I think there will be a rebound here. ENER has treated me well in the past (they mainly deal with storage and conversion), they are currently trading at $27.80, a year ago it was around $35 before it went to a high of $80 in June and September.

WWAT - Another alternative energy stock (solar energy), it is now at $.32, a year ago it was around $2.00. This is a riskier stock, gotta through one of these into the mix. This one is more of a short term holding, I'll dump it if it starts to move much one way or another.

AA - OK, I have to throw one blue chip in her. Alcoa is mostly a producer and fabricator of aluminum products. A year ago they were trading a bit below $40, they are currently trading at $12.11. I'm expecting this to rebound - it is a long time holder and hopefully will do well over the next year.
 
Love-to-bike-

One problem- WWAT is not listed on a major exchange- its a pink sheet OB stock.

The rule was -
It should be listed on a major exchange- i.e. no pink sheets.

Please try again for that one.

thanks
 
GNK- Nice find. I may add it to my portfolio as well. Looks interesting.

ABK- Man, you got an exotic one there. I'll spend some time researching it further, but it already looks like toxicity to me. I'll try and figure out exactly what they actually do. But I'll give you great credit for the idea of jumping into a bath of acid. We'll see.

ENER- Nice. But it will depend entirely on whether they can stay profitable in 2009. I plugged that one into my daily charts to start watching. The headquarters is in the town where I went to college. I know of the facilities they have recently agreed to build. Should be a good year for them - IF the economy turns around at all. They are well positioned for the Obama Administration- the key will be if the economy continues to massively tank, OR if the economy starts to turn around. If it turns around this year, then I think this will be a prime mover for the future.


AA- The only thing that bugs me about Alcoa is -- here is a company that posted a 26.8% decline in sales for the quarter; next year is expected to have an additional 20% sales decline, earnings growth is expected to be a negative -87.8%

And how is the CEO rewarded for such numbers?
Pay- $ 4.46M Bonuses : $ 24.44M


Arrrggg. That kills me.

Anyway- nice picks. Like I say- take a look at the pink sheeted one, and see if there is something else out there that is on a major exchange you can trade for that one.

thanks
 
OK - sorry, I guess I wasn't paying attention. For that, I'm going to replace WWAT with coal: KOL. Trading now at $16.27, a year ago around $40 with a yearly high near $60. Tracks the coal industry, I'm hoping for a good return. My revised spreadsheet is attached.
 
best place to invest is Zecco Trading. 10 free trades per month. I got four accounts a Roth and regualar account for me, and the same for my wife. I can trade each accout 10 free times a month and never pay anything to trade. Best deal out there. After 10 its something like $6 a trade. You should check it out.
 
Bike,

I think AA is your best pick. Any commodity producing stock will lead the next turnaround and AA is a market leader. Look at the way AA has formed a 3 month basing on good volume. Pivot price of 12.50, watch for the handle to form on that cup and then it's on to the advancing stage. With no resistance until 25, you could have a double on your hands.

Good one.
 
AA- The only thing that bugs me about Alcoa is -- here is a company that posted a 26.8% decline in sales for the quarter; next year is expected to have an additional 20% sales decline, earnings growth is expected to be a negative -87.8%

Very low expectations to live up to makes it easier to beat the numbers.

Disclosure: I do not own AA.
 
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