My personal stock picks for 2011

[DeborahB]

I bought AINV and HRB yesterday. AINV dividend yield is 9.4%. HRB is 4.7% but I think the stock price will rise, it's pretty low right now. AINV is somewhat speculative but I like putting some money in big dividend stocks - but not a very large % of my portfolio...

If you want to really see a speculative stock, look at CIM, dividend yield is 16.8%. I own a little of this, too...

 

[eatingmywords]

Interesting - thanks for posting this!

I retired recently. I look for stocks that pay substantial (6%+ at time of purchase) dividends and also have capital gain potential. I mostly put them in my Roth IRA and IRA. I started doing this a couple of years ago and it has paid off well. I also have some speculative stuff but I put less money in that: CIM is very uncertain but pays 16% dividend yield at today's price.

I am currently in
ALSK
BPO
CIM
CPNO
CTL
CWH
EDE
EGOV
EPR
FGP
GE
MMLP
OLN
PBI
RAI
SBLK
SR
WWE

Also TIVO - Tivo is a capital gains hope - and it has been growing. I try to stay somewhat diversified.

Most of these I bought at substantially lower prices than today's price. The exceptions are CWH and SBLK - but the dividends make up for the slight price drop.

I ran this through my computer algorithms:

************************************************
Sorted by 6 Month Percent Gain
Max Gain 51.06, Min -12.81, Median 20.39
************************************************
EGOV, 51.06% (Weekly): NEUTRAL (Daily): SELL
GE, 44.86% (Weekly): BUY (Daily): NEUTRAL
MMLP, 40.47% (Weekly): NEUTRAL (Daily): NEUTRAL
CPNO, 37.83% (Weekly): BUY (Daily): BUY
PBI, 34.32% (Weekly): BUY (Daily): NEUTRAL
CWH, 26.31% (Weekly): BUY (Daily): BUY
BPO, 26.10% (Weekly): NEUTRAL (Daily): NEUTRAL
RAI, 25.86% (Weekly): BUY (Daily): BUY
CTL, 20.84% (Weekly): SELL (Daily): SELL
CIM, 19.94% (Weekly): BUY (Daily): BUY
EPR, 17.83% (Weekly): BUY (Daily): BUY (NEW)
SR, 14.77% (Weekly): BUY (Daily): NEUTRAL
EDE, 12.95% (Weekly): BUY (NEW) (Daily): BUY
FGP, 11.59% (Weekly): SELL (Daily): SELL
ALSK, 11.46% (Weekly): BUY (NEW) (Daily): BUY
OLN, 6.87% (Weekly): NEUTRAL (Daily): BUY
WWE, -7.78% (Weekly): NEUTRAL (Daily): BUY
SBLK, -12.81% (Weekly): SELL (Daily): NEUTRAL



----------------------

FYI: Here's my current holdings and watch list as of TODAY (computer generated). Keep in mind, I am NOT a buy and hold person. This list could change on a daily basis... therefore these are not recommendations.

************************************************
Sorted by 6 Month Percent Gain
Max Gain 145.89, Min 18.79, Median 65.68
************************************************
URTY, 145.89% (Weekly): BUY (Daily): BUY
TNA, 143.66% (Weekly): BUY (Daily): NEUTRAL
RVBD, 127.66% (Weekly): BUY (Daily): NEUTRAL
TQQQ, 118.84% (Weekly): BUY (Daily): NEUTRAL
SINA, 103.04% (Weekly): NEUTRAL (Daily): SELL
NOG, 91.15% (Weekly): NEUTRAL (Daily): NEUTRAL
DECK, 89.78% (Weekly): BUY (Daily): BUY
slw, 86.35% (Weekly): BUY (Daily): BUY
NFLX, 81.22% (Weekly): BUY (Daily): NEUTRAL
slv, 80.73% (Weekly): BUY (Daily): BUY
SOHU, 75.62% (Weekly): BUY (Daily): SELL
CMG, 73.62% (Weekly): BUY (Daily): NEUTRAL
open, 72.82% (Weekly): BUY (Daily): NEUTRAL
EMN, 58.54% (Weekly): BUY (Daily): BUY
COH, 57.26% (Weekly): BUY (Daily): BUY
CAT, 55.31% (Weekly): BUY (Daily): BUY
BIDU, 54.31% (Weekly): BUY (Daily): NEUTRAL
INFA, 51.89% (Weekly): NEUTRAL (Daily): NEUTRAL
ebay, 47.75% (Weekly): BUY (Daily): NEUTRAL
AMZN, 45.98% (Weekly): BUY (Daily): NEUTRAL
crus, 43.74% (Weekly): BUY (Daily): NEUTRAL
CMI, 39.12% (Weekly): NEUTRAL (Daily): SELL
NTAP, 30.89% (Weekly): SELL (Daily): SELL
GMCR, 28.80% (Weekly): BUY (Daily): NEUTRAL
VRSN, 25.09% (Weekly): BUY (Daily): NEUTRAL
dgp, 24.51% (Weekly): BUY (NEW) (Daily): BUY
EPB, 18.79% (Weekly): BUY (Daily): NEUTRAL

 

[jimnjana]

My stock picks for 2011 are

LEI
SSN
MHR

I guess my theme for 2011 is oil. Regardless of what the price of oil does, new production will move these small E&P companies higher. Also like Citibank for 2011.

My high Yielders are PSEC, RSO and I just started a position in GABUX.

The rest of my Dividend stocks are MO, PM, DUK, BBEP and NYB.

Most of our money is still in Index Funds via our TSP and the Contra Fund.

I've taken some profits in LEI, it was up 75% on the day. Have sold GABUX,DUK,NYB,MO,PM,OLP,ABT,NOK,FGP and C. High oil prices have and a stock market that is just shrugging them off is making me nervous.

I've added SD, AXAS, GBXR, and a few other oil stocks over past month or so.

 

[DeborahB]

I ran this through my computer algorithms:

************************************************
Sorted by 6 Month Percent Gain
Max Gain 51.06, Min -12.81, Median 20.39
************************************************
EGOV, 51.06% (Weekly): NEUTRAL (Daily): SELL
GE, 44.86% (Weekly): BUY (Daily): NEUTRAL
MMLP, 40.47% (Weekly): NEUTRAL (Daily): NEUTRAL
CPNO, 37.83% (Weekly): BUY (Daily): BUY
PBI, 34.32% (Weekly): BUY (Daily): NEUTRAL
CWH, 26.31% (Weekly): BUY (Daily): BUY
BPO, 26.10% (Weekly): NEUTRAL (Daily): NEUTRAL
RAI, 25.86% (Weekly): BUY (Daily): BUY
CTL, 20.84% (Weekly): SELL (Daily): SELL
CIM, 19.94% (Weekly): BUY (Daily): BUY
EPR, 17.83% (Weekly): BUY (Daily): BUY (NEW)
SR, 14.77% (Weekly): BUY (Daily): NEUTRAL
EDE, 12.95% (Weekly): BUY (NEW) (Daily): BUY
FGP, 11.59% (Weekly): SELL (Daily): SELL
ALSK, 11.46% (Weekly): BUY (NEW) (Daily): BUY
OLN, 6.87% (Weekly): NEUTRAL (Daily): BUY
WWE, -7.78% (Weekly): NEUTRAL (Daily): BUY
SBLK, -12.81% (Weekly): SELL (Daily): NEUTRAL

Thanks - this is interesting. I'm more a buy and hold now - I haven't seen a reason to sell these yet. I didn't buy most of them recently so I paid far less (in most cases) than the current price. I really must get a computer... program...

 

[Surewhitey]

Here are my choices from various dates:


# SH DIV / YR Yield ANNUAL DIVIDEND $$
INTC 370 $0.72 3.85% $268
CTL 200 $2.90 8.10% $580
CTL 100 $2.90 7.01% $290
NLY 400 $2.56 14.61% $1,024
NLY 200 $2.56 14.35% $512
ABT 200 $1.92 4.01% $384
TOT 150 $2.80 5.27% $420
T 300 $1.72 5.93% $516
DUK 400 $0.98 5.47% $392
TGT 100 $1.00 1.93% $100
BMY 300 $1.32 5.21% $396
CMG 25 $- 0.00% $-