Interesting stocks

[blygh]

As we peruse markets - particularly in those areas where we have some familiarity and we see whats working (one of my main areas in health care/biotech ), I for one come across interesting stocks which strike me as having potential ) In the interest of sharing that insight, I thought it might be helpful to start a thread where we can post our observations. The Jan30 NY Times had an article about small solar cell arrays that can charge cell phones and Ipods and which are carried on back packs and purses. One of the companies mentioned and which is publicly trade is Dyesol (DYE) which makes the chemicals which go into the cells. IT has an 1 year uptrend and cost about $0.90 / share - may be worth a small investment (I will always remember TSAR at $0.75/share)

[blygh]

DYE has not shown signs of life yet but NILSY is anonther I am in - special nickle processor up 30% in March

[blygh]

Been looking at CASA - Mexican Restaurant chain - Compare them to CMG - Chipolte Mexican Grill - the latter is up big (85->145) in the last 6 month. Casa should be a fast second -and is showing a spark of life. All they have to do is copy CMG in menu.

[blygh]

BYW - looking at DYE again it was up in April 75% off March low (0.80 -> 1.4) down to 1.12 now -
Blygh

[blygh]

well the last two picks were bummers - I have recently added a position in BFR -earnings were higher than predicted - short interest fell by 33% - PE is 5.6 to 1 - dividends are 11.3% - Argentine lending remains strong. What is not to like (but use a stop loss anyway when a stock is too good to be true)?

[blygh]

AGNC NLY ANH CIM CYS HTS MFA - all high dividend paying (>10%) mortgage reits - a basket seems like a good investment - can anyone see a downside - a double dip recession???
Blygh

[sd]

News i catch of late is the housing market is still generally in trouble with a potential for some further decline. A large % of homeowners are still finding themselves underwater with mortgages higher than the value of their property.
The rental market- apartments reportedly seem to have some strength in that there are not a lot of homebuyers out there wanting to commit to a buy in a housing market in decline.?
Why would banks rush out and give loans if they were skeptical that the underlying asset would decline in value?
As for a double dip recession? Tonight Kudlow is taking the China numbers and some US #'s and proclaiming the pullback is over, time to BUY!-although he says he is not a raging bull.... No double dip with the Fed easing still- and while QE2 may be scheduled to end, as we head into the back half of this administration, they're looking at positioning for the upcoming election; will they not find ways to do whatever they can to support the market? hts
The majority of the 7 stocks you mention are uptrending well, with the exception of CIM, MFA.which are below their 50 ema on the daily and potentially in greater decline -
While I don't claim to understand how this works- the draw of high dividends does not always support an increase in stock appreciation. If one did develop a basket, it would seem to be prudent to have some entry and exit rules based on price action/direction. Good Luck! SD

And just caught some of Bernake's comments today warning the us Legislators that defaulting on the debt or not expanding the allowable deficit would send warnings to the rest of the world that the US would not be credit worthy..... That it would unleash a financial disaster....

[blygh]

Well 10 months later AGNC NLY ANH CIM CYS HTS MFA are still paying 12 to 17% dividends - AGNC and CIM go ex-3- 3.5% dividends on Wed 3/28- and they do not seem to have been bid up in fact most are down in the last 12 months - ]
Other interesting stocks include WETF - Wisdomtree - almost all their funds are up for the year - most are up impressively. the stock is up too of late $6.50->$8.40

[sd]

I like the idea of a basket of stocks- but perhaps it would be useful to select a basket- say one focused on dividend payers- that covers a diverse range of the market- Perhaps one or two from each sector. Throw in some energy/gas MLP's ?
From there, consider a periodic reallocation across the basket? Say quarterly, to take advantage of sector rotation.
Just thinking outloud- Sd

[blygh]

Sector rotation is a very good idea - I did better when I could only buy mutual funds with my 401k - I constantly rotated in and out of Fidelity sector funds - Right now I am out on tech -banking - industrials - in on biotech - chemicals - agriculture - selective transportation
But stops are tight and I am ready to bail into good currency bonds at a drop of a hat
Blygh -

[sd]

In my retirement account, I am largely in bonds, AMHIX largest position- limited to what selections I can invest in- Looking at the weekly charts and seeing a general weakening-
As per sector rotation- Some aree predicting this summer to be the Buy opportunity we have waited for- others are predicting that we are in for a big move down .
It's amazing that we are once again - ayear later- finding that Europe concerns are affecting our markets- So, where is the surprize that Greece may actually default-?
Currency bonds may be the best target- Note that the Dollar has been gaining, Gold is losing- Cash may be the safest bet of all.
My trading of late is going defensive with a breakdown on the 60 min chart a reason to set a sell-stop-
Good Luck, SD

[blygh]

I have bought a basket of cable channel providers TWC, CMCSA , DISH - steady growers

Blygh
[img src="http://i485.photobucket.com/albums/rr216/BlyghMe/bigchart.gif" src="" alt=" "]

[blygh]

Fannie Mae- FNMA- is up 334% in the past week - I held that dog for 4 years because my shares were worth so little - now - d**n - I am making a profit

Blygh

[sd]

4 Years! That's patience- good to see it rewarded!

[blygh]

Just a heads up - Fanny Mae FNMA and Freddie Mac FMCC are rising rapidly
Blygh