PIMPING STOCKS

OK....maybe not a ton of interest on this stuff in here
But my guess is we have some savvy investors.

This thread is for making any cases for investing in certain companies......or posting articles on specific stock investments.

In retail, two of my more favorite stocks (I am long both) are UA (Under Armour) and LULU
I am in both long term. I invested in them equally hoping one of the two will hit a home run long term. Both have a market cap small enough for a lot of profit and growth over the next 20 years.

Here is a decent article on three of the most beloved retail stocks out there

http://beta.fool.com/madhudube/2013/...=TheMotleyFool

I think RDN is a great spec play with nice upside; huge provider of PMI. Rules...ratios tightening...with improved housing market it's one to ponder. Anybody else want to bring a few stocks to the table. This was the last one I bought as just shy of 12; hopefully I don't lose my @ss :)

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Originally Posted by Bretsky

I think RDN is a great spec play with nice upside; huge provider of PMI. Rules...ratios tightening...with improved housing market it's one to ponder. Anybody else want to bring a few stocks to the table. This was the last one I bought as just shy of 12; hopefully I don't lose my @ss :)

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Radian Group Inc.?

Took a quick look. They have missed earning estimates for the last six quarters. It looks like they have missed significantly, too. Negative earnings since Q3 2011. Yet, a year ago it was a $4 stock, now $12. Not sure why. Usually companies that miss estimates badly suffer in the market, especially when they do it for a year and a half.

What's their story? Might they be primed for a price collapse?

LULU got it's ass beat the other day B. Did you buy after that?

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Originally Posted by Freak Out

LULU got it's ass beat the other day B. Did you buy after that?

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I'm not sure what to do on LULU; their earnings were fine..........but IMO they had a fabulous CEO and she just resigned....or was let go. So I have a lot of concerns there.
Had she not resigned I think the stock would have been fine short term. They had some pants that came out last year that were partially see through and she recalled them all. I think that call was not liked by some at LULU. I am considering cashing in on LULU and rolling it toward Under Armour and a couple others.

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Originally Posted by Patler

Radian Group Inc.?

Took a quick look. They have missed earning estimates for the last six quarters. It looks like they have missed significantly, too. Negative earnings since Q3 2011. Yet, a year ago it was a $4 stock, now $12. Not sure why. Usually companies that miss estimates badly suffer in the market, especially when they do it for a year and a half.

What's their story? Might they be primed for a price collapse?

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You have to buy into the story and the recovery of the housing market to be in a believer of RDN. It's the largest provider of PMI out there. They are cleaning up their books and the regulations for getting homes with PMI and tightening and things will be getting more conservative in 2014 as well for homebuyers. I have been looking at RDN and Genworth as two potential ways to benefit form the improved housing market. I think RDN is more speculative but also more of a gamble. I am looking forward to taking a very close look at their next earnings report.

Jim Cramer (who I find entertaining) had family night Friday and every couple years he recommends five stocks to buy and stick away for your kids and sleep well at night. On his list WERE Hasboro, Nike, McDonalds, Disney, and Apple

His new list is GAP (replaced NIKE) Dinsney, McDonalds, Disney, and Google as a FYI. I was watching thes how with my daughter and started jokingly chanting Under Armour to bump Nike. He later admitted he almost went with UA over Gap, but the growth and valuation was a bit too rich. He still recommends it as a buy......just rated it as the backup plan for kid portfolios

Follow @PeterGhostine. Best stock guy on the web. My advice: Buy AAPL. You're paying 50 cents for something that is worth a dollar. Peter is getting very bullish about Apple. Me? I recently bought Panera on Pete's adviec at 165 and sold at 192. Nice little flip in two or three weeks. Peter has Apple hitting 550 is the next few months and 850 before the end of 2014. Fundamentally, it's the strongest company in the world with a PEG at .5ish. PE is dirt cheap, too. Technically, trading volume is picking up and the 50 day moving average is about to jump up significantly as the 300s are falling off the trend line. I'm bullish.

FB is fricking cheap. Peter has a target of 32 on it. Not sure if that still applies as they have been getting hammered + all the privacy stuff. 32 - 23 = 9. 9/23 is 40%. 40% gain is solid.

I have been bullish on AAPL but I'm taking a wait and see approch now. I would personally buy FB before AAPL; I have been pondering that one for a couple months and I think it offers huge upside

A bit off topic, but the Dow dropped over 2% today supposedly due to investors worried about the Fed's plan to wind down their stimulus program. If the Fed feels the economy has strengthened enough that they can wind down the stimulus program, shouldn't that be greeted as good news?

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Originally Posted by Joemailman

A bit off topic, but the Dow dropped over 2% today supposedly due to investors worried about the Fed's plan to wind down their stimulus program. If the Fed feels the economy has strengthened enough that they can wind down the stimulus program, shouldn't that be greeted as good news?

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Yes. That's why you should buy index funds immediately.
(Know any good index funds?)

Think of the economy as the eponymous cadaver of "Weekend at Bernie's" fame and the fed's monetary policy of printing Monopoly money as the two guys holding him up.

If the two guys holding up Bernie have to let him go, he's sliding right down into the cheese log.

There are no new jobs, less wages, and almost no expansion of the manufacturing base. Corporations in the stock market have been cruising around Bernie's party and being profitable by reducing costs, not wanting to admit that the host isn't smelling too good, and not just because of the cheese.

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Originally Posted by swede

Think of the economy as the eponymous cadaver of "Weekend at Bernie's" fame and the fed's monetary policy of printing Monopoly money as the two guys holding him up.

If the two guys holding up Bernie have to let him go, he's sliding right down into the cheese log.

There are no new jobs, less wages, and almost no expansion of the manufacturing base. Corporations in the stock market have been cruising around Bernie's party and being profitable by reducing costs, not wanting to admit that the host isn't smelling too good, and not just because of the cheese.

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But if profits are up, there is SOME health there. There are other indications too, like my house selling in 12 hours with two offers, each for $10k more than the asking price, and the fact that my company can't hire fast enough, nor can our colleagues.

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Originally Posted by MJZiggy

But if profits are up, there is SOME health there. There are other indications too, like my house selling in 12 hours with two offers, each for $10k more than the asking price, and the fact that my company can't hire fast enough, nor can our colleagues.

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You always have to be cognizant of the quality of any reported profits. Many companies achieve profits through accounting. There has been a lot of that recently.

It seems there are isolated pockets in the economy that are doing well, but overall it is unclear how healthy the economy really is. Much like real estate. In some areas prices seem to be recovering slightly, in other areas not so much. One resulting of tapering is likely to be an increase in mortgage rates, which could foster a decline in prices and/or slow down in sales.

Many investors are scarred of the stock market right now, with the experience of losing a lot of money just a few years ago. Many have sat on the sidelines during the last couple years, when good returns were relatively easy to achieve. Many who have gotten back into the market are leery of any change in the economy, and will sell because of a change without knowing if its good or bad. In short, there was some panic selling just because of the announcement. Panic selling means a decline in prices.

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Originally Posted by Patler

Many who have gotten back into the market are leery of any change in the economy, and will sell because of a change without knowing if its good or bad. In short, there was some panic selling just because of the announcement. Panic selling means a decline in prices.

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In other words, when that happens, buy index funds?

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Originally Posted by MJZiggy

In other words, when that happens, buy index funds?

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Buying an index fund is like saying I want to make slightly less than market returns. Either buy stocks or mutual funds whose managers have a history of getting higher than market returns after fee's.
As an aside once gold goes to 1250 I will start a small holding. I sold in July 2011 and prices are looking tempting.

Canadian REITs just went on sale and have attractive yields.

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Originally Posted by Upnorth

Buying an index fund is like saying I want to make slightly less than market returns. Either buy stocks or mutual funds whose managers have a history of getting higher than market returns after fee's.
As an aside once gold goes to 1250 I will start a small holding. I sold in July 2011 and prices are looking tempting.

Canadian REITs just went on sale and have attractive yields.

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That's the problem with index funds. My goal is to do better than the market as a whole. You can do that with market segment funds, but only if you know the segment very well.

I did fairly well with some US REITS the past year or so. while their dividends are still appealing, their prices have stagnated the last month or two, so I sold all of mine. If their prices decline, the nice dividend returns are eaten up quickly.

Gold does look like it could be an opportunity, doesn't it?

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Originally Posted by Joemailman

A bit off topic, but the Dow dropped over 2% today supposedly due to investors worried about the Fed's plan to wind down their stimulus program. If the Fed feels the economy has strengthened enough that they can wind down the stimulus program, shouldn't that be greeted as good news?

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The idea being that when you stop cooking the books with federal tax revenue and government purchases of bonds, the stock market is primed for another H-U-G-E correction. All this printed money via "quantitative easing" has been flowing into the market, creating a false economic indicator the administration can point to to tell everyone that their policies are working despite an undead economy, stagnant unemployment which is much higher than reported if approach the number honestly, and growth that would embarrass a third world garbage dump.

Our economy is being manipulated the same way others have been in recent history, and it doesn't end well. I would think you're safe investing while this administration is around to provide enough smoke and mirrors to hide the Great Wall of China, but not any longer. The can hasn't been kicked down the road, it's been kicked off the end of the earth, and at some point, we will have to answer for it. When we do, there's going to be a lot of Americans that just lost literally everything to the shell game being played by our government and others with the market.

In other words, while I'm not alarmist enough to call the money man and tell him to move our investments 100% into foreign currency, preferably Muslim, I sure as shit wouldn't be dumping additional money into this market, unless you're prepped to lose 50% or more in a heartbeat. but then again, I'm no investor.

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Originally Posted by SkinBasket

The idea being that when you stop cooking the books with federal tax revenue and government purchases of bonds, the stock market is primed for another H-U-G-E correction. All this printed money via "quantitative easing" has been flowing into the market, creating a false economic indicator the administration can point to to tell everyone that their policies are working despite an undead economy, stagnant unemployment which is much higher than reported if approach the number honestly, and growth that would embarrass a third world garbage dump.

Our economy is being manipulated the same way others have been in recent history, and it doesn't end well. I would think you're safe investing while this administration is around to provide enough smoke and mirrors to hide the Great Wall of China, but not any longer. The can hasn't been kicked down the road, it's been kicked off the end of the earth, and at some point, we will have to answer for it. When we do, there's going to be a lot of Americans that just lost literally everything to the shell game being played by our government and others with the market.

In other words, while I'm not alarmist enough to call the money man and tell him to move our investments 100% into foreign currency, preferably Muslim, I sure as shit wouldn't be dumping additional money into this market, unless you're prepped to lose 50% or more in a heartbeat. but then again, I'm no investor.

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I figured you for more of a canned goods and ammo type investor.

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Originally Posted by 3irty1

I figured you for more of a canned goods and ammo type investor.

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I got my thumbs in all kinds of pies. And honestly, the market is the one I feel worst about, because everyone knows it can't last. Everyone knows it's artificially inflated. But outside of stocks, which are also being pushed by government policies of low interest rates, there aren't a lot of options for 401k and some other money we have, some of which is tied up by tax implications - again by government regulation. So like the rest of the sheep, I still leave a chunk there, knowing damn well I'm going to regret it when the market corrects and loses 30-50% of it's fake value. I guess I'm kind of stupid that way.

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Originally Posted by Patler

That's the problem with index funds. My goal is to do better than the market as a whole. You can do that with market segment funds, but only if you know the segment very well.

I did fairly well with some US REITS the past year or so. while their dividends are still appealing, their prices have stagnated the last month or two, so I sold all of mine. If their prices decline, the nice dividend returns are eaten up quickly.

Gold does look like it could be an opportunity, doesn't it?

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I have been encouraging clients to move towards consistent dividend, ride out the short term insanity and use dividends to repurchase at a lower price. Or if they are really fearfull go money market for the next 30+days and get back at it.

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Originally Posted by SkinBasket

I got my thumbs in all kinds of pies. And honestly, the market is the one I feel worst about, because everyone knows it can't last. Everyone knows it's artificially inflated. But outside of stocks, which are also being pushed by government policies of low interest rates, there aren't a lot of options for 401k and some other money we have, some of which is tied up by tax implications - again by government regulation. So like the rest of the sheep, I still leave a chunk there, knowing damn well I'm going to regret it when the market corrects and loses 30-50% of it's fake value. I guess I'm kind of stupid that way.

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Canada is ready for a big real estate correction, much like yours in 2008-2009 (maybe not quite so bad) which is why we sold all non argicultural real estate in April. We put it short term in the bond market, whoops, in the first 2 weeks we were up 2%, then lost 2.5% in the next 15 days. From a global perspective USA has some of the best investment stability right now, which does not say alot.

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Originally Posted by call_me_ishmael

Follow @PeterGhostine. Best stock guy on the web. My advice: Buy AAPL. You're paying 50 cents for something that is worth a dollar. Peter is getting very bullish about Apple. Me? I recently bought Panera on Pete's adviec at 165 and sold at 192. Nice little flip in two or three weeks. Peter has Apple hitting 550 is the next few months and 850 before the end of 2014. Fundamentally, it's the strongest company in the world with a PEG at .5ish. PE is dirt cheap, too. Technically, trading volume is picking up and the 50 day moving average is about to jump up significantly as the 300s are falling off the trend line. I'm bullish.

FB is fricking cheap. Peter has a target of 32 on it. Not sure if that still applies as they have been getting hammered + all the privacy stuff. 32 - 23 = 9. 9/23 is 40%. 40% gain is solid.

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Originally Posted by Bretsky

I have been bullish on AAPL but I'm taking a wait and see approch now. I would personally buy FB before AAPL; I have been pondering that one for a couple months and I think it offers huge upside

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AAPL continues to fall. Two straight closes under $400.

From its high of $700 last September, AAPL's trading chart shows consistently lower highs and lower lows in the steady decline from $700. NASDAQ goes up, but AAPL goes down. At some point I will probably buy AAPL again, but not yet. No matter what the financial analysts say about a stock, ultimately, the market determines its price. AAPL has fallen from almost everyone's favorite to a stock many investors loath. People look at AAPL as a "loser" for them even though they made money on it, because they held on and ended up selling so far off it's high.

The market still dislikes AAPL. As long as it does, the stock will continue lower. I will wait.

Interesting situation now with AAPL. It will start popping up on screens for income investors. Annualized dividend yield is now above 3%.

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Originally Posted by Patler

Interesting situation now with AAPL. It will start popping up on screens for income investors. Annualized dividend yield is now above 3%.

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Is a three % yeild worth investing in a company whose core business market share is under attack while also having trouble finding new markets? I would hold off on them a bit longer until just before their next product launch.

Also I am re thinking my 1250 gold statement. It came down in another rush and I am holding off until I see more price support above 1200. Im still bullish on REITs

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Originally Posted by Upnorth

Is a three % yeild worth investing in a company whose core business market share is under attack while also having trouble finding new markets? I would hold off on them a bit longer until just before their next product launch.

Also I am re thinking my 1250 gold statement. It came down in another rush and I am holding off until I see more price support above 1200. Im still bullish on REITs

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As I wrote above, I have no intention to buy AAPL now, just mentioned the dividend because some income investors arbitrarily screen for =/+3%. AAPL was never even a consideration for them before. Strictly a growth play previously. It opens up a new pool of potential buyers.

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Originally Posted by Upnorth

Also I am re thinking my 1250 gold statement. It came down in another rush and I am holding off until I see more price support above 1200. Im still bullish on REITs

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I read an article today that said many of the biggest gold mines have production costs of nearly $1200/oz. It could provide a floor for prices over a prolonged time frame.

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Originally Posted by Patler

I read an article today that said many of the biggest gold mines have production costs of nearly $1200/oz. It could provide a floor for prices over a prolonged time frame.

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That was why I want to see price support there, if there is none or little there could be a large spill over as Indians and Chinese re think there portfolio. Misunderstood you apple comment Btw before sorry.

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Originally Posted by Upnorth

Is a three % yeild worth investing in a company whose core business market share is under attack while also having trouble finding new markets? I would hold off on them a bit longer until just before their next product launch.

Also I am re thinking my 1250 gold statement. It came down in another rush and I am holding off until I see more price support above 1200. Im still bullish on REITs

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Perception is a funny thing. Apple's market share is growing, not shrinking. The entire market in general is exploding, too, so Apple will continue to see massive growth.

My guy Pete is bearish on gold. He is long term bullish on AAPL (850 in 2014) but still waiting for it to turn around.

It's iPhone season. I would buy now. Why be greedy? It's, what, a 6 forward PE right now? That's robbing a fricking bank.

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Originally Posted by SkinBasket

In other words, while I'm not alarmist enough to call the money man and tell him to move our investments 100% into foreign currency, preferably Muslim, I sure as shit wouldn't be dumping additional money into this market, unless you're prepped to lose 50% or more in a heartbeat. but then again, I'm no investor.

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I disagree with you. SPX is going up. 1800 soonish. Check out Scott Redler on Twitter. He's an SPX/SPY magic man.

FB made some cash - Up like 40% since I posted that, then AAPL had a nice 10% climb in the past two weeks, too.

I sold my RDN for a profit of around 20%
I am concerned that with the Fed not investing in Mortgage Bonds the Housing Market is going to be in pain again soon. Nothing wrong with taking a profit and trying to find another gem. I also sold off my Bank of America (I hate the company but I bottomfeeded on this one when I bought) and EMC for a profit, and my BRCM for a loss. I wanted to have some available cash for the next month when I think some opportunities will come up to buy good companies at somewhat discounted prices on days the market tanks.

I've invested some money in ECOM; this one might be a Partial Special. It IPO'd this year and first earnings report really impressed me. It's highly speculative; a Bretsky specialty.....high risk...high reward.....who knows. I put money in about half my position.....plan on buying more by end of year

I am confident I want to invest in the following stocks over the next few months. Yahoo....new management is turning this company around, Facebook.....I am pissed at myself for not jumping in when I told me dad I was going to in mid 20's, EBAY (I think this one is fairly valued but I think they will spin off Pay Pal down the road and that IMO may be the future of billing, WWAV (food company who just had nice earnings and is in stage one of growth), and maybe MU (Micron Technologies)

I am intrigued by and still reading about ZNGA as a turnaround play now that they hired the Micrsoft Exec and he's cleaning some house and restructuring, but this one has been a dog.

KEEP IN MIND: this is kind of my play money and my investing style often leads to stocks that are home runs or strikeouts. I've got kids to put through college so my dream is these investments.....which function as my play money......I find one or two home runs. I am heavily vested in IRA's and 401K's so what I get out of my small stocks are a bonus.
At this point those are the birds I want to own by end of 2013 along with LULU, UA...UNDER ARMOUR , and AMAT...APPLIED MATERIALS...AND ECOM 9ChannelAdvisor.com).....whiich I will probably buy more soon).

I do think there are some great values out there, such as CSCO and even AAPL. But I'm not looking for a CSCO that will get you 20%. And while I'm confident AAPL will get you twenty percent over the next year.......this little portfolio is my lottery and I think it may take a while to double.


ANY IDEAS...............WOULD LOVE TO HEAR THEM !!!!!!

BTW.....>VERY PISSED AT MYSELF for not putting my money where my mouth was (I touted the company to investing friends and jumping in Z (Zillow) while in the 20's. Since I'm in that industry, not showing balls with that stock will probably haunt me forever :(((((

Long with 155 shares of AAPL right now. Very confident in 650 and SOON. It's forming a gigantic cup on the chart. Technically, it is incredibly solid. Fundamentally, my opinion is it's very solid (low PE, high PEG though growth has slowed)

401Ks are the shit, man. I have been maxing mine out for 4 years, so inserted a total of 66K with like 3% of that coming from my employer. It's now valued at 98K. Baller as shit! I have put in zero effort managing this and it just grows and grows and grows!

I firmly believe that the 20s are the most important years of a person's life financially due to compound interest. Wife and I are both earning big bucks right now and pumping cash into the bank and house like mad. Goal is to pay off the 400K house by 32.

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Originally Posted by call_me_ishmael

Long with 155 shares of AAPL right now. Very confident in 650 and SOON. It's forming a gigantic cup on the chart. Technically, it is incredibly solid. Fundamentally, my opinion is it's very solid (low PE, high PEG though growth has slowed)

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I agree AAPL is going up ...to the 600's....I'm just looking for multi baggers so I'm looking for the more gems

OK HOMIIEEEEES

What's hot and not with stocks ? I want to meet and have drinks with Patler. His last stock analysis in the Packer thread really impressed me. I thought he was going to just be a low risk value only guy. I was deal wrong

I HIT ONE and MISSED ONE by NOT SWINGING

UA...............DA HOODY GENIUS OF APPAREL.......BOOM.........UNDER ARMOUR
Have owned this one for a year; crushed estimates and up $20 bucks today. Not much to dislike about this stock

I told me dad he HAS TO BUY DAM FACEBOOK early summer; then when they crused earnings estimates the first time he asked if I was in cause it went up $8 that day
Now it's about $30 more and I keep waiting for pullbacks that just aren't FRICKING COMING............I was a LOSER on this one by not swinging

Any views on Facebook here ?

If Partial is still reading, I hope he sold his Apple and rolled it to Facebook or other stocks.........lots of nice profits lately

any BIOTECH GUYS :????

Views on ISIS Pharmaceuticals ????? It is on my hitlist.

Also closely watching YELP and WDAY.

Would love to hear what others are doing

REVOLUTIONARY TECHNOLOGY ALERT

THE CLOUD

Anybody following Cloud Stocks ? Concur blew estimates away today. CNQR. Facebook as well. I've been watching WDAY (Workday) and YELP lately.

Any pimping ?

AAPL is going to 900 in 2014. Allegedly, it will bottom at 425 first. I'd get long soon. I told you FB was gonna double. I sold it too early.

I've been too busy with other stuff to trade a lot lately.

Partial.....I think you need to get back into the research game SOON
I'm a bit disappointed....with you being a techie...that you dont have your list of the BEST CLOUD STOCKS

I'm also surprised you are still pimping Apple; it's just not the stock it used to be. Their price is about where it should be.

New innovative technogies are coming out where you can hit multibaggers IMO; I'd much rather Chase those than throw my money at Apple right now; the evidence out there is things are just slowing there. It's a few great quarters away from being a 900 stock IMO