Join Early Retirement Today
Reply
 
Thread Tools Display Modes
Getting brave again - stock picks
Old 12-09-2005, 11:35 AM   #1
Moderator Emeritus
laurence's Avatar
 
Join Date: Feb 2005
Location: San Diego
Posts: 5,267
Getting brave again - stock picks

O.K., I've sheltered my speculative/play account money in a Vanguard Value Viper (VTV) for six months now and seen a decent return (thanks th/notth/() ), but I'm starting to get itchy again. I'm on a quest for the next ten bagger, or hundred bagger! Preferably a stock trading above $5, but pretty cheap, beaten up, ready for a big run up . Wildcat? Brewer? I've got $12k burning a hole in my pocket!
laurence 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!

Re: Getting brave again - stock picks
Old 12-09-2005, 11:53 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Mar 2003
Posts: 18,085
Re: Getting brave again - stock picks

If you are looking for a speculative bet, I think MFA and ANH are probably my top picks, although I think its a bit early for them. For less risk, but likely attractive returns, I think EGLE and STON are attractively priced (especially the latter).

If you want a REALLY speculative bet, buy a short dated, moderately out of the money call option on PPD. I own a smidgen of February 45s. If they get their bank loan deal done, I think they will use the proceeds to ignite a godawful short squeeze. But it is also entirely possible (likely, even) that the option will expire worthless.
__________________
"All animals are equal, but some animals are more equal than others."

- George Orwell

Ezekiel 23:20
brewer12345 is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 12:55 PM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
cute fuzzy bunny's Avatar
 
Join Date: Dec 2003
Location: Losing my whump
Posts: 22,708
Re: Getting brave again - stock picks

Get as itchy as you want, then sit there and do nothing!

And quit complaining before I change my name AGAIN! DONT MAKE ME DO IT!!!
__________________
Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
cute fuzzy bunny is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 02:29 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 10,252
Re: Getting brave again - stock picks

Bought a little Stryker (SYK) yesterday. I had some of their hardware used in my leg and they have a following among BetterInvesting folks after they recently tanked. I don't think it will be a 10-bagger, but it should do well.
LOL! is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 02:40 PM   #5
Moderator Emeritus
laurence's Avatar
 
Join Date: Feb 2005
Location: San Diego
Posts: 5,267
Re: Getting brave again - stock picks

I would never complain to someone who got me an annualized 8.2% return in these markets! * *I can't help it though, must....trade....I need a meeting to go to (hey, 90% of my portfolio sits tight, this is cheaper than buying a sports car) *.

Brewer, LOL!, thanks will do DD.

EDIT: Sun at $4, hmm, or better yet, SGI at ~45 cents! They both have a ton of government contracts, so they can't fail in the near future (right?), but where are they going to go? They could just languish for years, people who like unix are looking more and more at Linux (red hat and suse) which is hardware independent. Now that HP and IBM have built high end platforms to support both, Sun and SGI are playing catch up. In fact, SGI just recently decided to abandon it's proprietary OS -Irix- and is planning on switching to SUSE (o.k. both platforms are on the table but SUSE is the front runner). I haven't heard a peep from Sun on switching off of Solaris, they are still betting they can sell the "we are so reliable because of software/hardware integration" model. Personally, I think they are cooked. They may always have a market, but it will be a niche. Plus, their I/O bus architecture stinks IMHO, way behind the curve.
laurence is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 03:01 PM   #6
Thinks s/he gets paid by the post
wildcat's Avatar
 
Join Date: Feb 2005
Location: Lou-evil
Posts: 2,025
Re: Getting brave again - stock picks

I will get back to you once I watch Cramer's Mad Money at 5
__________________
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"
wildcat is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 05:16 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Mar 2003
Posts: 18,085
Re: Getting brave again - stock picks

Quote:
Originally Posted by Laurence

Brewer, LOL!, thanks will do DD.
In case you are serious: Do not hold STON in an IRA. Taxable accounts only, otherwise the IRS goblin will eat you.
__________________
"All animals are equal, but some animals are more equal than others."

- George Orwell

Ezekiel 23:20
brewer12345 is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 05:52 PM   #8
Thinks s/he gets paid by the post
wildcat's Avatar
 
Join Date: Feb 2005
Location: Lou-evil
Posts: 2,025
Re: Getting brave again - stock picks

I am watching some small, regional banks but it usually takes quite a bit of patience to invest in them. If your time horizon was say 10 years I might be able to help you out. Consolidating sector - banks have to buy other banks in order to expand in many areas and grow. Meanwhile you usually get a growing dividend stream.

Quote:
Bought a little Stryker (SYK) yesterday. I had some of their hardware used in my leg and they have a following among BetterInvesting folks after they recently tanked. I don't think it will be a 10-bagger, but it should do well.
I think the valuation is high given the possibility of government intervention via boomer's influence. Incredibly high margins = you have a bullseye on your back. I believe Biomet and the other big one have signaled in profit pressures in their Q reports and I do not see how SYK will be immune to that trend.


__________________
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"
wildcat is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 06:39 PM   #9
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
cute fuzzy bunny's Avatar
 
Join Date: Dec 2003
Location: Losing my whump
Posts: 22,708
Re: Getting brave again - stock picks

Quote:
Originally Posted by Laurence
I would never complain to someone who got me an annualized 8.2% return in these markets! I can't help it though, must....trade....I need a meeting to go to (hey, 90% of my portfolio sits tight, this is cheaper than buying a sports car) .
Then exchange your vtv for some windsor II. A little racier. You can look at the top 20 holdings once a quarter and use a yellow and orange highlighter to point out the changes, type them into excel, make up a few pie charts, email them to your other email account for re-review later, respond to your own email, put it in your 'things to do later list; and drink a beer.

If you still have any further issues, repeat the last step until the problem resolves itself.
__________________
Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
cute fuzzy bunny is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-09-2005, 06:45 PM   #10
 
Posts: n/a
Re: Getting brave again - stock picks

Quote:
Originally Posted by ()
Then exchange your vtv for some windsor II.* A little racier.* You can look at the top 20 holdings once a quarter and use a yellow and orange highlighter to point out the changes, type them into excel, make up a few pie charts, email them to your other email account for re-review later, respond to your own email, put it in your 'things to do later list; and drink a beer.

If you still have any further issues, repeat the last step until the problem resolves itself.
This would be the 'Parentheses Dude'
  Reply With Quote
Re: Getting brave again - stock picks
Old 12-10-2005, 07:08 AM   #11
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: 9,067
Re: Getting brave again - stock picks

Send the $12k to me and I will invest it for you. You can trust me.*
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
Dawg52 is offline   Reply With Quote
Re: Getting brave again - stock picks
Old 12-10-2005, 08:23 AM   #12
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
Re: Getting brave again - stock picks

Nah, send it to me...

If you can trust someone with a Mel Brooks/Blazing Saddles avatar, who can you trust?

Wait for SUNW to get back to $3.50, then sell at $4.50!!

Brilliant...............
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
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
turning stock options into cash nuisance FIRE and Money 17 03-12-2007 01:50 PM
Change in US rule on Company Stock in 401K Running_Man FIRE and Money 7 01-03-2007 04:08 PM
Unitized Stock Fund RatherBeFishn Other topics 1 03-19-2005 08:07 AM
Anyone comfortable with 100% stock? amt FIRE and Money 67 11-30-2004 04:42 AM
Company Stock Options? Hyperborea FIRE and Money 11 05-07-2004 08:07 AM

» Quick Links

 
All times are GMT -6. The time now is 02:34 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.