Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
2012 Stock Picks
Old 12-26-2011, 05:35 PM   #1
Thinks s/he gets paid by the post
 
Join Date: Feb 2008
Location: Indialantic FL
Posts: 1,196
2012 Stock Picks

Last year I picked

LEI, SSN, and MHR

LEI and SSN doubled at some point during 2011 from the price that I posted on 20DEC 2010, LEI was up over 300% at its high. MHR did not fare as well during 2011 and is off about 40% from the price on 20Dec 2010.

2012 I'm keeping SSN and MHR and adding SD and TGC. I'm still holding LEI, just think the others will outperform this year.
__________________

__________________
JimnJana
"The four most dangerous words in investing are 'This time it's different.'" - Sir John Templeton
jimnjana is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 12-26-2011, 07:50 PM   #2
Thinks s/he gets paid by the post
Htown Harry's Avatar
 
Join Date: May 2007
Posts: 1,516
Wow, that's some dice-rolling on the small oil and gas producers, JnJ. I live in the oil patch, but I wouldn't know the first thing about how to handicap such stocks. Best of luck to you, however.

My risk profile is different. I just put in a limit order for HDV, the iShares High Dividend Equity Fund. I purchased some DVY (another iShares dividend fund) this year after researching favorable comments here on the board. This article in Barron's this week contrasts the two funds:
How Dividend ETFs Differ - Barrons.com
"It's a choice of dividend growth [DVY] versus dividend stability [HDV]," says Rene Casis, an iShares portfolio manager who helps run both funds.

In the present environment, however, there's another key difference. The newer High Dividend Equity fund has far less exposure to the poorly performing financial group. The newer offering has 1.09% tied up in the financial sector, versus 10.36% for its older cousin."
__________________

__________________
Htown Harry is offline   Reply With Quote
Old 12-26-2011, 08:31 PM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
clifp's Avatar
 
Join Date: Oct 2006
Posts: 7,450
My safe investment ideas for the year are ABT and KMI. Although KMI has the potential to big winner (in addition to healthy 3.8% dividend) if Richard Kinder does his his magic. He was M* manager of the year a few years ago.

My speculative picks are RBCAA a well run and profitable Kentucky bank, who managed to increase profits and dividends in each year from 2007-2011. Plus AWX, a tiny Ohio based golf course, and landfill operator who's sole positive attributes is that is marginally profitable and is sitting on real estate holding which I think are worth 4-5x the market cap of the company. Although realizing them will probably require the Ohio economy to improve.
__________________
clifp is offline   Reply With Quote
Old 12-26-2011, 10:50 PM   #4
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,616
Quote:
Originally Posted by Htown Harry View Post
The newer offering has 1.09% tied up in the financial sector, versus 10.36% for its older cousin."
In late 2006/early 2007 DVY was pushing 30% financials. That was back when lots of financials were a good thing, because they were ruling the world doing God's work.

DVY was pretty much self-correcting by early 2009, and it was still yielding over 5.5%...
__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Old 12-27-2011, 08:06 PM   #5
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,685
Quote:
Originally Posted by Nords View Post
In late 2006/early 2007 DVY was pushing 30% financials. That was back when lots of financials were a good thing, because they were ruling the world doing God's work.

DVY was pretty much self-correcting by early 2009, and it was still yielding over 5.5%...

DVY was $70 per share in 2006 /2007 and paying a quarterly dividend of $0.60 per share for a 3.4% Dividend. By early 2009 it skipped it's quarterly dividend stock price was at 40 and then resumed in March of 2009 paying a total of 2.7% in 2009 on an average price of 40. Presently is at a 3.4% dividend rate@ 54.10 after going heavily into utilities (32% of the fund).

My suggested stocks for 2012 would be AMGN with a chance for a good dividend in the biotech industry, CVX Chevron in the oil industry and MO for a good dividend play in an unpopular sector with a customer base that really desires the product it produces.
__________________
Running_Man is offline   Reply With Quote
Still Working on 2012 Picks
Old 12-28-2011, 09:02 AM   #6
Recycles dryer sheets
nvestysly's Avatar
 
Join Date: Feb 2007
Posts: 417
Still Working on 2012 Picks

DW and I plan to have a "meeting" in the next day or so to think about early 2012 stock picks. My preliminary scouting has not revealed any obvious buys for new (to us) stocks/funds. It may be that we sit and wait for another buying opportunity.

At this point I see some current holdings that we may sell in 2011 to have additional funds for 2012.
__________________
Dreamin' of Streamin'
FIRE'd at 52 on 7/8/11
nvestysly is offline   Reply With Quote
Old 12-28-2011, 11:44 AM   #7
Confused about dryer sheets
 
Join Date: Dec 2011
Location: Pisgah Forest, NC
Posts: 1
Quote:
Originally Posted by nvestysly View Post
DW and I plan to have a "meeting" in the next day or so to think about early 2012 stock picks. My preliminary scouting has not revealed any obvious buys for new (to us) stocks/funds. It may be that we sit and wait for another buying opportunity.

At this point I see some current holdings that we may sell in 2011 to have additional funds for 2012.

Ideas on Mutual Fund sectors for 2012?/...appreciate your thoughts
__________________
gamma500 is offline   Reply With Quote
Old 12-29-2011, 01:16 AM   #8
Recycles dryer sheets
check6's Avatar
 
Join Date: Jan 2009
Posts: 383
INTC Solid State Drives (SSD) will become the norm. INTC has some power saving chips in their future.
__________________
check6 is offline   Reply With Quote
Old 12-30-2011, 11:56 AM   #9
Dryer sheet aficionado
 
Join Date: Dec 2011
Posts: 42
Who else has some 2012 picks? I'd like to add more to my watch list to track performance.
__________________
cscott711 is offline   Reply With Quote
Old 12-30-2011, 12:29 PM   #10
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
American Axle (AXL) and Ford (F). Auto sales are picking up and Merkins are overdue to replace their shambling heaps.
__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Old 12-30-2011, 03:03 PM   #11
Thinks s/he gets paid by the post
 
Join Date: Aug 2006
Posts: 1,356
I'm going with Microsoft. Again.

Eventually I will be right.

Or broke.

__________________
Hamlet is offline   Reply With Quote
Old 12-30-2011, 04:26 PM   #12
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Dawg52's Avatar
 
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 7,431
Well everyone here knows I'm one of the more aggressive players of the board. So with that said, I own and still like CVX. Can be volatile though.

CVX: Summary for Chevron Corporation Common Stoc- Yahoo! Finance

Another one I own and like is AFL. Price has rebounded but still sells at a big discount to historical values. A decent dividend around 3.1% as does CVX.

AFL: Summary for AFLAC Incorporated Common Stock- Yahoo! Finance

Now, time for a med.
__________________
Retired 3/31/2007@52
Full time wuss.......
Dawg52 is offline   Reply With Quote
Old 12-31-2011, 07:02 PM   #13
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Ed_The_Gypsy's Avatar
 
Join Date: Dec 2004
Location: the City of Subdued Excitement
Posts: 5,292
Glad you like CVX, Dawg. It makes me feel more comfortable with it.
__________________
my bumpersticker:
"I am not in a hurry.
I am retired.
And I don't care how big your truck is."
Ed_The_Gypsy is offline   Reply With Quote
Old 12-31-2011, 07:50 PM   #14
Full time employment: Posting here.
Coolius's Avatar
 
Join Date: May 2010
Posts: 681
+1 for Dawg ( and Ed ) on CVX.

I have employed the strategy of selling cash-secured puts on CVX, every 2 months or monthly ( depending on the premium size ), and keeping this up until, inevitably, the stock is assigned to me.

Once I become the proud owner of CVX, I start selling covered calls at the next higher strike price, until, inevitably, the stock is taken away from me.

Then I repeat the whole cycle........
__________________
Coolius is offline   Reply With Quote
Old 12-31-2011, 08:54 PM   #15
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Dawg52's Avatar
 
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 7,431
Quote:
Originally Posted by Ed_The_Gypsy View Post
Glad you like CVX, Dawg. It makes me feel more comfortable with it.
I like all my stocks when I'm loaded fully medicated.
__________________
Retired 3/31/2007@52
Full time wuss.......
Dawg52 is offline   Reply With Quote
Old 01-01-2012, 11:00 AM   #16
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Ed_The_Gypsy's Avatar
 
Join Date: Dec 2004
Location: the City of Subdued Excitement
Posts: 5,292
Dawg, pass me that doobie and we'll go day-trading together.
__________________
my bumpersticker:
"I am not in a hurry.
I am retired.
And I don't care how big your truck is."
Ed_The_Gypsy is offline   Reply With Quote
Old 01-02-2012, 09:40 AM   #17
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
HFWR's Avatar
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 12,964
Quote:
Originally Posted by Running_Man View Post
...MO for a good dividend play in an unpopular sector with a customer base that really desires the product it produces.
I also recommend CRAK, METH, and HERN...

FWIW, I own no individual stocks or bonds. Just a sheeple with index funds.
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 01-02-2012, 03:42 PM   #18
Recycles dryer sheets
 
Join Date: Dec 2011
Location: philadelphia
Posts: 106
Quote:
Originally Posted by Htown Harry View Post
Wow, that's some dice-rolling on the small oil and gas producers, JnJ. I live in the oil patch, but I wouldn't know the first thing about how to handicap such stocks. Best of luck to you, however.

My risk profile is different. I just put in a limit order for HDV, the iShares High Dividend Equity Fund. I purchased some DVY (another iShares dividend fund) this year after researching favorable comments here on the board. This article in Barron's this week contrasts the two funds:
How Dividend ETFs Differ - Barrons.com
"It's a choice of dividend growth [DVY] versus dividend stability [HDV]," says Rene Casis, an iShares portfolio manager who helps run both funds.

In the present environment, however, there's another key difference. The newer High Dividend Equity fund has far less exposure to the poorly performing financial group. The newer offering has 1.09% tied up in the financial sector, versus 10.36% for its older cousin."

Dividend stability is HDV? The dividend is one cent per share giving it a yield of .08%! If it is dividends you are after, there are much better choices out there.
__________________
james7 is offline   Reply With Quote
Old 01-02-2012, 04:30 PM   #19
Moderator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Rocky Inlets
Posts: 24,406
Quote:
Originally Posted by james7 View Post
Dividend stability is HDV? The dividend is one cent per share giving it a yield of .08%! If it is dividends you are after, there are much better choices out there.
Hi james7. According to iShares, this ETF paid $0.915 since its inception in 03/11 and made two distributions in December, one for $0.01, so that was probably some additional income. Feel free to stop by and introduce yourself here Hi, I am... - Early Retirement & Financial Independence Community
__________________
MichaelB is offline   Reply With Quote
Old 01-02-2012, 06:33 PM   #20
Thinks s/he gets paid by the post
Koolau's Avatar
 
Join Date: Jul 2008
Location: Leeward Oahu
Posts: 3,240
Quote:
Originally Posted by brewer12345 View Post
and Merkins
Say, what??!! Wouldn't have thought of that as a growth industry.

But, seriously (if anyone will actually believe that now) I only own one individual stock. Old Megacorp. Finally doing something this year (besides going sideways or down).
__________________

__________________
Ko'olau's Law -

Anything which can be used can be misused. Anything which can be misused will be.
Koolau is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Roth vs. stock GrayHare FIRE and Money 10 12-01-2011 07:00 PM
When to leave; Dec 2011 or Jan 2012? pb4uski Other topics 31 11-14-2011 06:02 PM
401K help for 2012, strategy l2ridehd FIRE and Money 12 10-15-2011 07:01 AM
Are robots controlling stock prices? flotsamandjetsam Stock Picking and Market Strategy 6 08-07-2011 01:32 PM

 

 
All times are GMT -6. The time now is 02:08 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.