Archive for the ‘The Watch Lists’ Category

I Think Icahn, I Think Icahn

Wednesday, September 1st, 2010

Trying to be the little caboose that could by following Icahn, I ran across Mentor Graphics Corp. (MENT). The chart seems to be chugging up hill, so I set a limit buy at 8.80 to hopefully pick up on one of the intra-day dips.

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Connections

Tuesday, August 31st, 2010

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”.

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My Only ETF

Saturday, August 28th, 2010

I don’t generally like ETFs, but I I make an exception with EWY because it is the only way to own stocks like Sanyo and LG for a small time investor.

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Bargain Basement Bachelor’s

Friday, August 20th, 2010

Picked 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.

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Tipsy Dollar General

Friday, August 20th, 2010

According 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.

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Their Loss is My Gain

Sunday, August 8th, 2010

Stocks 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.

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An Eye for the Low Ball

Tuesday, August 3rd, 2010

I 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.

Shamir Optical Industry, Ltd. (SHMR)
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Mellanox Technologies, Ltd. (MLNX)

Sunday, July 25th, 2010

I found MLNX in my regular review of the Price % Losers on Yahoo! Finance.  The strategy is to find something at the bottom of a short roller coaster ride, though once in awhile I find a solid stock that I might keep there. This one sits in the middle.

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Buy Who You Pay

Sunday, July 25th, 2010

One person taught me to buy stock in the companies you are already sending money to. This way you should get some back. I didn’t like the price of National Grid (NGG) when I was a customer, but a Motley Fool article I ran across had me given them a new look from afar and I’m in.  Now let’s see how it works out.

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Not HOTT Post

Friday, July 9th, 2010

When I get around to having the Cheap, Lazy portfolio posted and maintained on this site, I won’t need to make silly entries like this on that is not about Hot Topic Inc. (HOTT) to make tracking easier for me. Meanwhile, I hope it makes it easier for you.

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