I used to really enjoy that series on PBS. I’m reminded of it today, where I went to review my thought that RST was due for a pop and found an article about an investor who has been ahead of the trends, which led me to look at HPQ again and think to myself: “That is something worth buying next time they price pulls back”.
Archive for August, 2010
Connections
Tuesday, August 31st, 2010My Only ETF
Saturday, August 28th, 2010Bargain Basement Bachelor’s
Friday, August 20th, 2010Picked up Corinthian Colleges Inc. (COCO) today from the Yahoo! Losers page. I think this one got over-punished and looking for a bounce in a couple of months.
Tipsy Dollar General
Friday, August 20th, 2010According to an AP article I saw this morning, Dollar General is selling beer and wine in some stores. I’m looking for a dip in earnings leading to a dip in stock prices as they absorb the start up cost of that addition, but expect a pop afterward.
I set an alert for $27 to re-evaluate this thought at that time.
Chesapeake Energy Corporation (CHK)
Thursday, August 19th, 2010Chesapeake Energy Corporation (CHK) came up on my radar from a Yahoo! News Alert Digest article I receive on Carl Icahn. Regardless of what one thinks of Icahn, he is good at sniffing out a way to profit that others don’t easily see.
Looking up CHK I see that they have a good PEG ratio of .9, and another article on Motley Fool about bad energy investments…with Chesapeake as the counter example.
They are at a low price point now, but the chart mechanically looks to be heading further down. I’m going to bet that it goes down a bit further, and also bet on Icahn being his usual right (if not always for the right reason).
Their Loss is My Gain
Sunday, August 8th, 2010Stocks with predictable cycles are gold if you have enough money to take advantage of the obvious-but-small fluctuation and to take the hit when they occasionally skip a cycle. In the case of NutriSystem (NTRI), there is the dividend buffer to help the bad calls. Still, not something to buy during New Years resolutions or pre-bikini season. The start of the school year and pre-holidays though? Keeping an eye out for a dip.
An Eye for the Low Ball
Tuesday, August 3rd, 2010I had shares of Shamir Optical Industry, Ltd. (SHMR) when everything went to hell a couple of years ago. Dropped them along with a bunch of others to shore up my cash reserves and plot my re-entry. About half of the sales in that period were a good move, and half I should have kept or bought back. Hind sight is 20/20 though. Now Shamir looks interesting again, but I’m still playing conservative since the plunge, so looking for a low ball price and hoping for a swing back up.