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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. |
#2
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Re: Favourite current stock ideas.
in addition, could you post why you like it or are watching it?
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#3
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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 |
#4
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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 |
#5
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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). |
#6
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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 |
#7
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Re: Favourite current stock ideas.
UA under armour
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#8
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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- |
#9
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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... |
#10
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Re: Favourite current stock ideas.
do you think yahoos going to turn around soon though?
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