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-   -   Favourite current stock ideas. (http://archives1.twoplustwo.com/showthread.php?t=447254)

r3vbr 07-10-2007 12:29 AM

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.

ahnuld 07-10-2007 12:31 AM

Re: Favourite current stock ideas.
 
in addition, could you post why you like it or are watching it?

r3vbr 07-10-2007 12:59 AM

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

r3vbr 07-10-2007 01:01 AM

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

bills217 07-10-2007 01:44 AM

Re: Favourite current stock ideas.
 
[ QUOTE ]
PS: I bought HERO in mid-march based on a 2+2 recomendation and it's up 30%. Thx to whomever posted.

[/ QUOTE ]

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).

Evan 07-10-2007 01:59 AM

Re: Favourite current stock ideas.
 
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

fearme 07-10-2007 03:09 AM

Re: Favourite current stock ideas.
 
UA under armour

Fishhead24 07-10-2007 08:39 AM

Re: Favourite current stock ideas.
 
GULF ETHANOL

PACIFIC ETHANOL

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

-FH-

ski 07-10-2007 10:15 AM

Re: Favourite current stock ideas.
 
[ 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...

Fishhead24 07-10-2007 11:11 AM

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-


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