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Any good stock picks?
Old 05-11-2013, 08:05 AM   #1
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Any good stock picks?

Hi I have been doing everything like you should. Max out me and wifes simple Ira , Roth IRA and put money in my taxable ( total stock market). I'm staying on course with this.

I'm just looking to pick and play with some stock picks. I like to gamble a little

T
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Old 05-11-2013, 08:21 AM   #2
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Thompson Creek might give a good return if you can get in around $3.50 or so. They will be going from $0.01 in earnings to about $1 in earnings over the next two years, and I don't think a PE of 3.5 will last very long. Revenue will also increase about 600% soon when their new mine comes online (copper and gold).
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Old 05-11-2013, 08:46 AM   #3
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Check out Cincinnati Bell (CBB) - $3.50 stock with recent insider buying, and there are some rumblings about it being an M&A target.
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Old 05-12-2013, 08:44 AM   #4
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I've made over 30 % since Jan. 2013 in DIS.
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Old 05-21-2013, 07:24 AM   #5
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Check out Oceaneering Int. Inc. (OII).
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Old 05-21-2013, 08:17 AM   #6
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Check out Oceaneering Int. Inc. (OII).
You work there, right?
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Old 05-21-2013, 08:38 AM   #7
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Yea...in fact I am offshore right now. Good company...plenty of work and growing/hiring.
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Old 05-21-2013, 02:16 PM   #8
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Thompson Creek might give a good return if you can get in around $3.50 or so. They will be going from $0.01 in earnings to about $1 in earnings over the next two years, and I don't think a PE of 3.5 will last very long. Revenue will also increase about 600% soon when their new mine comes online (copper and gold).
Bought some at $3.60
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Old 05-21-2013, 03:39 PM   #9
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TC upside is dependent on the price of Moly (which is dropping) and the start up of the Mt. Milligan operations. Of course, gold and copper prices must remain favorable. Lots of gambles with TC, and the entire mining industry. Note that China is mentioned as a catalyst to mine products demand and price increases.
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Old 05-21-2013, 06:46 PM   #10
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BBEP looks like it is headed back up
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Old 05-21-2013, 08:47 PM   #11
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TC upside is dependent on the price of Moly (which is dropping) and the start up of the Mt. Milligan operations. Of course, gold and copper prices must remain favorable. Lots of gambles with TC, and the entire mining industry. Note that China is mentioned as a catalyst to mine products demand and price increases.

I got in at $2.45 so I can take quite a bit of downside from here, but I think the risk is fairly low at $3.50ish.

They sold 52% of the gold stream for financing at a fixed price in the low $400s to Royal Gold, so the price of gold dropping might not have quite the large effect on them that it once would have. On the flipside, they have to sell 52% of their gold for only $400 and change :-)

I will be shocked if the stock is not trading above $4 in August when they start pulling copper and gold out of the ground at Mt. Milligan.

I would love for this to do a JASO and go up 70% in one day.
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Old 05-21-2013, 10:56 PM   #12
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I got in at $2.45 so I can take quite a bit of downside from here, but I think the risk is fairly low at $3.50ish.

They sold 52% of the gold stream for financing at a fixed price in the low $400s to Royal Gold, so the price of gold dropping might not have quite the large effect on them that it once would have. On the flipside, they have to sell 52% of their gold for only $400 and change :-)

I will be shocked if the stock is not trading above $4 in August when they start pulling copper and gold out of the ground at Mt. Milligan.

I would love for this to do a JASO and go up 70% in one day.
Great price to get in at! Wish it was me..

The real deal is the future price of moly since it is a primary alloying agent in steel. Let's hope the world economy picks up when this new mine starts.

I have a bad memory about moly mines having been with ARCO in the early 1980's when we built a $250 million moly mine in Tonapah, NV and moly prices fell off the table when we went to fire up the mine for full production. The mine was shut in for years.
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Old 05-26-2013, 12:27 PM   #13
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Well, let us hope that copper demand doesn't fall off a cliff (and moly) as this might mean world growth has slowed or gone negative, which would be bad for all of our stocks.

A positive on TC this weekend. Hedge fund has been buying in recently and also the S&P upgraded the outlook from negative to positive (haven't confirmed this yet, but I think it is true)

Kind of reminds me when the family company on Arrested Development got upgraded to "don't buy" and they were all so happy
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Old 05-28-2013, 11:39 AM   #14
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I took a couple thousand Thompson Creek shares off the table today and booked some profit. Sold them at $3.78 which is well above my $2.45 price.

This is probably a mistake, since some indicators point to the stock breaking $4 in just a few weeks and maybe $5 by end of year (huge volume on Sept $5 calls).

I likes profits though.
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Old 05-28-2013, 03:03 PM   #15
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I took a couple thousand Thompson Creek shares off the table today and booked some profit. Sold them at $3.78 which is well above my $2.45 price.

This is probably a mistake, since some indicators point to the stock breaking $4 in just a few weeks and maybe $5 by end of year (huge volume on Sept $5 calls).

I likes profits though.
Never feel bad about taking profits.

I did the same with OHI last week. Sold my whole position.
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Old 05-29-2013, 09:40 AM   #16
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I took a couple thousand Thompson Creek shares off the table today and booked some profit. Sold them at $3.78 which is well above my $2.45 price.

This is probably a mistake, since some indicators point to the stock breaking $4 in just a few weeks and maybe $5 by end of year (huge volume on Sept $5 calls).

I likes profits though.

Good for you that's what we're all hoping for

I just bought CGIX cancer genetics @ 11.80
Will see.
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Old 05-29-2013, 10:18 AM   #17
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Fan & Fred showing signs of life these past few days. And the busted MIs. But normally solid mREITs taking a dump. Sector rotation so to speak?
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Old 05-29-2013, 09:19 PM   #18
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I stay away from biotechs after holding VNDA for over a year and having it stagnate at about $4, then finally selling it and buying into AFFY and having it collapse like a Finnish smart phone company. I then made the mistake of checking back into VNDA to see how it did and it is trading at $8+
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Old 05-30-2013, 08:59 AM   #19
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I stay away from biotechs after holding VNDA for over a year and having it stagnate at about $4, then finally selling it and buying into AFFY and having it collapse like a Finnish smart phone company. I then made the mistake of checking back into VNDA to see how it did and it is trading at $8+
There is a chance that AFFY is coming back if
the drug is cleared.
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Ideas on what to do with portfolio?
Old 06-01-2013, 04:02 PM   #20
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Ideas on what to do with portfolio?

I have about 1,250,000 saved in equities and CDs, annuity's.
Out of that 250k is in a joint Trade account in equities. another 115k is in equities but in IRAs for me and my wife.
In our joint account we have:
AA 4300
ACMP 7500
BAC 1350
BP 24675
BUD 9200
COP 40500
CPL 2100
DBD 1100
DDD 4850
DUK 3500
ED 27100
F 2700
GE 2300
JCI 400
KMP 4100
KO 8500
MRK 1200
OLN 2200
PBR 2000
PFE 1400
PG 7000
PSX 9000
PZE 900
RGR 1200
SD 1600
SNE 1000
SO 13000
SWHC 600
T 2300
VLAX 300
VFLTX 6300
VLO 1000
VZ 1200
WM 1100
WY 6700
XMO 41300
YGE 300

Any of these look like a bad investment? I reinvest the dividends. I was also thinking of selling off most of them and buying 3 month options to buy at current price in case of a mass sell off in the next month. Ideas? Even at the last sell off I am up about 10 percent over all at this moment.
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