Favourite current stock ideas.
 

Post here your latest stock purchase or number 1 on your watchlist.

I'll start:
SKYW, LOW

PS: I bought HERO in mid-march based on a 2+2 recomendation and it's up 30%. Thx to whomever posted.

Re: Favourite current stock ideas.
 

in addition, could you post why you like it or are watching it?

Re: Favourite current stock ideas.
 

SKYW
Large Revenue in relation to Market Cap
2006 Revenue: $3.1 B
Net Income: $145.8M
Market Cap: $1.6 B


Cheap Stock
2006A 2007E 2008E
EPS 2.30 2.45 2.90
P/E 10.62 9.97 8.42

Trading close to book value
Price/BV of 1.3
EV/EBITDA of 6.5X in 2008

Growth company
One of the most profitable regional carriers
Good momentum/chart (i think)

I'll talk about Lowe's(LOW) later

Re: Favourite current stock ideas.
 

Also, Huge insider purchases on Mylan (MYL) and I always liked generic drug industry. Can someone elaborate on this? I have no idea what to make of it
http://money.cnn.com/quote/insiders/....html?symb=MYL

Re: Favourite current stock ideas.
 

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PS: I bought HERO in mid-march based on a 2+2 recomendation and it's up 30%. Thx to whomever posted.

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I am a big fan of HERO - offshore drilling is a spectacular industry right now, massive growth - HERO is my second favorite behind ATW - analysts are projecting huge growth for both, but they still have low P/E's, PEG's in the 0.15-0.20 range, that's about as low as you'll find. I haven't found a stock in offshore drilling yet that I thought was overvalued.

As for others I like TIE - demand from Boeing, titanium prices rising with increasing demand, TIE has less current fixed-price contracts than its competitors, meaning titanium prices will likely be higher when new long-term contracts are signed, good valuation, tons of insider buying/ownership, no debt. Smaller than ATI, more room for growth, a lot less hype.

Also like two more well-known stocks having a bumpy short-term that should be fine in the long-term - SBUX (increased milk prices pressuring margins) and WFMI (FTC mess w/ the Wild Oats merger - FWIW I expect the merger to go through and for the stock to bounce when it does, although I think it will be fine even if for whatever reason the merger is rejected - good financials, brand and management, same as SBUX).

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yahoo

management turn over, got semel out who was wasting money
panama is a big step forward toward improving monetization, which is basically free money that had been giving away
i think the market overreacted to some past earnings reports, especially in relation to google's
i expect very good q2 numbers due to panama ramping up, which seems to be coming to fruition based on some comments semel made before he left

edit to add:
yes there's other quantitative reasons, but i am obviously half assing this explanation
they will get bought by ms, yes i know that there was already a rumor and it fell through

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UA under armour

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GULF ETHANOL

PACIFIC ETHANOL

The ethanol boom is starting to finally reach the masses.......don't miss the boat.

-FH-

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[ QUOTE ]
GULF ETHANOL

PACIFIC ETHANOL

The ethanol boom is starting to finally reach the masses.......don't miss the boat.

-FH-

[/ QUOTE ]

Seriously who the [censored] is this guy...

Re: Favourite current stock ideas.
 

[ QUOTE ]
[ QUOTE ]
GULF ETHANOL

PACIFIC ETHANOL

The ethanol boom is starting to finally reach the masses.......don't miss the boat.

-FH-

[/ QUOTE ]

Seriously who the [censored] is this guy...

[/ QUOTE ]

My name is Jeff "FISHHEAD" Struthers and have been gambling professionally for quite some time. Many know me from other gambling portals and/or through various gambling venues(sportsbooks/casinos/pokerrooms).

The two stocks I have recommended above are set to really do well in the next 1-24 months............and in fact, GULF ETHANOL has risen close to 50% in the past 2-3 weeks........while PACIFIC ETHANOL has risen from 12.70 to 14.70 in the past week or so.

Another stock I like is POKERTEC..........as they are launching a countrywide based video arcade game to bars/taverns/restaurants all over the U.S. and the game is based on NO LIMIT HEADS-UP play. I expect this to be very, very popular.

Good luck,
-FH-

Re: Favourite current stock ideas.
 

unfortunatelty the unofficial portfolio got wiped as i had exams and so couldnt update it for a few weeks. however, i have located my yahoo portfolio.

unsurprisingly the 2 i invested in are the 2 worst performing ones. (both down about 20%) but overall the portfolio since it's launch 3.5 months ago is up a little over 16%. in which time the nasdaq is up 10.4%, dow 10.8% and sp500 8.7%

top performers have been:

span: 85%
amsc: 56%
ise: 40%
then a number all on 30-35%

the only losers (the top two which i invested in.....)
rsc.v -24%
aun.v -19%
nxg -10%
then 3 on -1%

i think it's crazy given all the wealth of knowledge on this forum we do not combine our forces more (ill help out with some poker advice)

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Good stuff Mr. Kane......

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Can someone post some idea that isnt wildly speculative with 30+ p/e multiples? this is investing not pure gambooling

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Can someone post some idea that isnt wildly speculative with 30+ p/e multiples? this is investing not pure gambooling

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You obviously overlooked the post about ETHANOL.

Re: Favourite current stock ideas.
 

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Can someone post some idea that isnt wildly speculative with 30+ p/e multiples? this is investing not pure gambooling

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I think 30 is a pretty low cutoff to start branding things as wild speculation.

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BDAY

Re: Favourite current stock ideas.
 

My favorite right now is ADY. A Chinese dairy company listed in the U.S. Great fundamentals, and very undervalued. No analysts follow it, it is very unknown. Just added to the Russell 3000 index. I have about 15% of my portfolio in it right now.

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Anyone have any idea about these guys? Their long-term graphs make my laugh really hard. Do 10 year or more.

ARBA
CMGI

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CRY

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NTDOY

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NTDOY

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Just imagine how much smarter you would have been if you'd thought of it a month ago.

Link for those that will inevitably not get it.

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Favorite in portfolio: COP (Conoco Philips) Cash cow with huge earnings and recent $15B buyback (w/ low P/E) will be great for stock.

Going to buy: MET (Metlife). Limited downside due to book value of assets, strong earnings growth and aging population leading to large growth in retirement services

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Great pick with COP....................two thumbs up!

Re: Favourite current stock ideas.
 

[ QUOTE ]
[ QUOTE ]
NTDOY

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Just imagine how much smarter you would have been if you'd thought of it a month ago.

Link for those that will inevitably not get it.

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I did buy it over a month ago with the little bit of money I had at the time. Just wasn't able to get more money there in time [img]/images/graemlins/wink.gif[/img]

Would also like to add JNJ.

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span: 85%


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if you include the $5/share dividend the profit is > 100%

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BBBB: Blackboard Inc. is a online learning platform that the uni. I attended and many others use. Kids hate but teachers love it. They just started moving into the high school sector and I expect teachers will love it just as much there. I have talked to teachers who rant and rave how much easier blackboard makes their lifes' and we all know how lazy teachers can be. Its a very peter lynch approach but its going up nearly 60% since I bought it 4 months ago. I'm thinking about buying a couple more shares pretty soon.

Re: Favourite current stock ideas.
 

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BBBB: Blackboard Inc. is a online learning platform that the uni. I attended and many others use. Kids hate but teachers love it. They just started moving into the high school sector and I expect teachers will love it just as much there. I have talked to teachers who rant and rave how much easier blackboard makes their lifes' and we all know how lazy teachers can be. Its a very peter lynch approach but its going up nearly 60% since I bought it 4 months ago. I'm thinking about buying a couple more shares pretty soon.

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i LOVED blackboard & i went to a top 25 MBA program in the midwest. we changed from our proprietary system after my first year. BB is way way way better & everybody loved it.

Barron

EDIT: just noticed "uni" so i take it you're from europe or likely went to uni there. even more reason to love this thing if true

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Can someone post some idea that isnt wildly speculative with 30+ p/e multiples? this is investing not pure gambooling

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I think 30 is a pretty low cutoff to start branding things as wild speculation.

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UA under armour

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What about 70? [img]/images/graemlins/grin.gif[/img]

Re: Favourite current stock ideas.
 

[ QUOTE ]
[ QUOTE ]
[ QUOTE ]
Can someone post some idea that isnt wildly speculative with 30+ p/e multiples? this is investing not pure gambooling

[/ QUOTE ]
I think 30 is a pretty low cutoff to start branding things as wild speculation.

[/ QUOTE ]

[ QUOTE ]
UA under armour

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What about 70? [img]/images/graemlins/grin.gif[/img]

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Sure, I don't know. I don't think there's anything really notable about a company with a 70 p/e. It doesn't fit into the model of investments that some people prefer, but some companies are growing quickly and deserve higher premiums to their earnings. I don't think that's good or bad, it's just the way it is. there's investments at all different risk levels. Someone that buys muni bonds might think buying an s&p index fund is crazy, to each his own.

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I'm liking BBBB as well. However, I'm not a fan of negative earnings.

THe January '08 option with a strike of 45 is priced at $3.60. May use that as a low stakes gamble imstead of actually buying the stock (it's a speculative stock in a shakey market).

Re: Favourite current stock ideas.
 

the only stock that exists in my world is Shanda Interactive (SNDA)

I was thinking about CDE and HRAY. But I have bills and all I do in poker nowadays is take beats. No way am I selling shares of Shanda to buy CDE or HRAY.

I had some AAPL and I sold it at $90. So dumb. Had some GOOG and I sold at $320. Dumber.

Ride the momentum.

Re: Favourite current stock ideas.
 

[ QUOTE ]
I'm liking BBBB as well. However, I'm not a fan of negative earnings.

THe January '08 option with a strike of 45 is priced at $3.60. May use that as a low stakes gamble imstead of actually buying the stock (it's a speculative stock in a shakey market).

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mrbaseball and THE HUN have mentioned that buying outright options isn't optimal since you can offset some of that cost by selling farther OTM options.

id love it if they can chime in here and answer some questions as this is a good test case:

first off, how would you execute a long view via options ?

if it isn't a simple outright, can we go through the marginal decrease in upside gain by selling options at different strike prices?

i'd love to get a test case of this [img]/images/graemlins/smile.gif[/img]

thanks guys,
Barron

Re: Favourite current stock ideas.
 

GNK

Re: Favourite current stock ideas.
 

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mrbaseball and THE HUN have mentioned that buying outright options isn't optimal since you can offset some of that cost by selling farther OTM options.


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Here's my 2 cents. He is suggesting basically buying an ATM option which can be a decent strategy if you get your move. Personally I prefer spreads which have some advantages as well as some negatives.

If you buy BBBB Jan 09 45 calls at 3.60 you need an 8%+ upmove just to break even by Jan 09. If you get your 8% sooner these will go up nicely though. If you get 25% by Jan 09 you party! So the question that you have to wrestle with is what is your target and when? If you think you get a 10% move by Jan 09 a 45/50/55 butterfly would be way better. But if you get that big move and blow through the butterfly you wanna kill yourself.

On the plus side spreads are cheaper and pay off way better on a reasonable target (if you hit it). On the downside spreads shoot at targets and miss really strong moves that eclipse them.

If BBBB goes down you lose with either strategy. If it grinds up to the 48-52 area the spread scores big and the outright breaks even to slight winner. If the stock blows through 55 the spread sucks and the outright hits a homerun. So it all depends on what kind of move you are expecting. The probability of the spread being good is far greater than the outright. But when the outright is good it's way good. The outright can hit a homerun but strikes out a lot.

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I recently purchased SA at $19.5 on June 19th. Today it trades at ~$26. This is a Canadian gold miner who by the end of the year is estimated to have 45 million ounces of gold in the ground. With a market cap of 901 Mill it make s the gold in the ground worth roughly $20/ ounce. I don't know what gold in the ground is worth , but the stock has had a good run in the last month. It was a $3.25 a share stock 2 years ago, and it chart looks pretty good. I would caution that after it's last couple weeks I won't buy more until it has time to digest it 25% run up.

Re: Favourite current stock ideas.
 

for anyone who has been in vegas recently, LodgeNet (LNET) is signing up vegas casinos to deliver PPV and on-demand content to them, quickly providing some of the most robust and comprehensive TV/HD/internet packages. this is huge, as hotel business is getting larger and larger. LNET also has a huge presence overseas, and while they are not alone, they hold a rather impressive technological edge over their direct competitors. their most serious competitors are cable companies that swoop into hotels, but hotel accounts are usually rather small for the likes of DirectTV and TW and cable is likely to deal with LNET, selling its channels, rather than delivering the content to each individual property.

another great point, is the LNET sales contracts include revenue sharing with the hotel. that is any time you want to watch lesbians, boxing, or the newest bruce willis flick while in vegas, LNET gets $5-$10. other companies may charge the hotel only for the installation, and give up any revenue that the hotel generates. finally, LNET is broadening their reach into hospitals, broadband internet service in each room, HD content. this makes their offerings very convenient for the hotel/hospital.

from financial standpoint, their annual revenue has been growing at steady 5% rate for the past 5 years. the period of expansion that we are anticipating should bump this growth upwards of 60% given larger penetration of the Las Vegas and hospitals market. moreover, in 2006 FY they've reached into black, which is a great positive that allows them to aggressively reinvest into expansion. of course, their actual income is peanuts right now, so they are a high P/E, low operating margin business. however, their gross and EBITDA margins handily beat industry averages that will result in great returns on growth. i was not able to find their book value, but they do have over $300M in liabilities, most of which is long-term debt. this is a pretty big minus from the investor's POV and classifies them as a high-risk investment.

another word about being in the black in 2007, UBS analysts expects LNET to take one another round of financing in 2007 and 2008 for growth, while lowering their estimated EPS for the next two years almost two dollars (putting them way negative). that opinion has not yet been confirmed by others who cover the stock, and analysts' EPS estimates have a $2 range right now. all of them are expecting almost 80% revenue growth starting in 2007Q2, and if the company delivers, will revise their 2008 revenue growth up from projected 20%. EPS figures will depend on how aggressive the company will invest into expansion.

my 6 month (12-31-2007) price target $50, boosted by the growth that's finally here. on an off-chance that they are in the black for the second year in a row, the stock could easily break $60.

recent headlines

LodgeNet Selected by Venetian Casino Resorts to Deliver Interactive... - 11 Jul 2007
Maintenance Program targets hotel internet access service. - 6 Jul 2007
LodgeNet launches preventive maintenance program, exhibits at HITEC - 29 Jun 2007
LodgeNet Featuring Turn-Key High Definition TV Solution With EasyHD... - 25 Jun 2007
Lodgenet Entertainment "buy," estimates reduced - 20 Jun 2007

http://finance.google.com/finance?q=LNET

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Latest purchase" ITT (water play) -- Long term buy

I added more EWA (austrailian ETF) -- this has been great for past Year+.

I have 5-6 Oil and Oil service plays. I live in san antonio and lately bought into 2 companies that have not been fantastic, but are finely showing some life in past 2 months ABP -- abraxas and PDC --pioneer (maybe a takeover candidate --good balance sheet).

For spec -- i thought i would buy a little bit of PTEK also. Seems like a good idea. I didn t get to see the HU match at wsop demonstrating it. Nevertheless, will give it a small shot.

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I recently purchased SA at $19.5 on June 19th. Today it trades at ~$26. This is a Canadian gold miner who by the end of the year is estimated to have 45 million ounces of gold in the ground. With a market cap of 901 Mill it make s the gold in the ground worth roughly $20/ ounce. I don't know what gold in the ground is worth , but the stock has had a good run in the last month. It was a $3.25 a share stock 2 years ago, and it chart looks pretty good. I would caution that after it's last couple weeks I won't buy more until it has time to digest it 25% run up.

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Gold in the ground is meaningless unless you factor in costs of extracting and producing it. Low cost gold producers get a premium in the market and hence my favorite stock right now is GORO.OB. It costs them less than $100 to extract each ounce of gold which will lead to a tidy profit at todays prices of 660 ounce. Tight share structure and one of the best management teams in the business. Should be producing 70k oz gold by 08 and 100k by 2010. Looking for a target of $20 by 2010. Stock has been a 4 banger already and will be a 5+ banger from current levels. If they increase their reserves and gold continues to go up (which I think it will), then a 10 banger from current levels is possible.

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GNK

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This stock just keeps soaring. Unreal.

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Gold in the ground is meaningless unless you factor in costs of extracting and producing it.

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Speaking of gold in the ground, any of you guys know anything about RBY. They have had a string of PR's from land acquisition, to sample core results. I am on the sideline and was wondering if this may be worth picking up? Is there any way to predict what it will cost them to extract the gold?

EDIT: To anyone with a better knowledge of gold, is the reports of gold reported from their sample cores large or small?