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Post by blygh on Jul 15, 2013 16:10:46 GMT -5
I just took some a small position in AAMRQ - the American Airlines post bankruptcy stock - I wish I had taken the position earlier-- $0.36 in November to $5.00+ today. PCRTF is another i may jump into after some more research
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Post by blygh on Aug 27, 2013 6:00:04 GMT -5
I got a tip on PODD which makes insulin pumps for diabetics. The fundamentals look good and the popularity of their product is growing. With an aging overweight population, could be a good investment.
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Post by blygh on Sept 25, 2013 17:49:02 GMT -5
PODD hit a stop today - I will put in a buy order at 33. I have been making money on TYL - rapidly growing software co. AAMRQ is steadily rising - worth considering - Airlines have been hot - IDTI is finally on the rise too
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Post by blygh on Oct 9, 2013 22:23:46 GMT -5
FNMA (Fannie Mae) and FMCC (Freddie Mac) have risen better than 30% since Sept 11 - substantial increase in volume since Oct 2nd . Plan to pick up more in AM (10/10)
Also BFR - was one of my losers I tucked away years ago and sort of forgot about - now rising rapidly on strong volume, PE less than 5
Blygh
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Post by blygh on Oct 12, 2013 16:26:06 GMT -5
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Post by bankedout on Oct 13, 2013 7:32:11 GMT -5
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Post by blygh on Oct 14, 2013 21:42:35 GMT -5
Thanks Bankedout - very helpful - and yes they do seem to be going strong - It may have a lot to do with the relative increase in the value of the dollar vs the Argentine peso which was recently devalued. If true this shows a LOT of interest
Blygh
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Post by blygh on Oct 16, 2013 16:04:56 GMT -5
MTG has been hitting new highs aggressively. Someone used to bet it regularly on the weekly horse race - gone from $1.50 las November (2012) to over $8.30 today. I made a small bet
Blygh
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Post by blygh on Oct 23, 2013 5:29:17 GMT -5
Fannie Mae up 10% yesterday (10/22) - AAMRQ up to 6:14 - the merger is probably going to go through - I still like Argentine stocks PAM IRS YPF
Blygh
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Post by blygh on Nov 5, 2013 19:56:59 GMT -5
AAMRQ over $8 - PODD nerly 40 - YPF new high - wish I held more - MTG over $8
Blygh
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Post by sd on Nov 5, 2013 20:43:50 GMT -5
Some nice gains in there Blygh, from your earlier mention!
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ira85
New Member
Posts: 837
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Post by ira85 on Nov 25, 2013 22:10:52 GMT -5
I came across something today I wanted to share. If this post is not appropriate on this thread, my apologies. I usually comment rather than bringing up a new issue.
I've read several articles that state the most consistently profitable investment strategy is to buy good companies when they are deeply discounted. Like Morgan Stanley or Wells Fargo after the crash in 2009. Viable companies that will survive once the crisis has passed. Market crashes are rare, so those opportunities don't come along often. It occurred to me an energy industry may illustrate one of those rare buying opportunities now.
China and India have banked heavily on using cheap coal to generate electricity. A few years ago the future of coal looked bright with China planning to build a new coal fired plant every week for years to come. But air pollution in China has become intolerable and may well force a change in electrical generating plans. And the developed world seems to be giving carbon based global climate change increasing credibility. Coal prospects in the developing world seem to be falling and and China and India may join the movement away from coal.
The coal ETF KOL is down 53% in the past 3 years.
Contrast coal with nuclear power. Nuclear power emits zero green house gases. Uranium is in good supply. Nuclear power plants that aren't built on earthquake fault lines can be operated safely. The nuclear power safety record is better than the coal industry record. But the disasters at Chernobyl and Fukushima have made the nuclear power industry a hated and avoided industry.
The uranium ETF URA is down 74% in the past 3 years.
As time passes the negatives of Three Mile Island, Chernobyl, and Fukushima will soften. What went wrong in each case can easily be corrected in new plants. And as the world grows increasingly aware of the need for an alternative to coal, nuclear could well be a part of the new energy equation.
We may be near the point where all the problems with nuclear are priced into that 74% decline. It may be possible to get a basket of stocks at a deep discount in an industry that will survive and prosper. Solar and wind seem to get a lot of attention. But nuclear has some undeniable advantages.
I wonder if Warren Buffett would consider nuclear power stocks?
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Post by bankedout on Nov 26, 2013 7:13:03 GMT -5
I'm certain the large energy companies are on Warren Buffett's radar. He closely watches all large easy to understand businesses. Do you watch what he is buying and selling for Berkshire Hathaway?
Have you read The Intelligent Investor by Benjamin Graham so you have a way to determine what a business might be worth?
If you have an abundance of patience, and like to do research, value investing can provide excellent returns.
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Post by bankedout on Nov 26, 2013 20:39:36 GMT -5
To throw the study of price action in, doesn't it make sense to wait for some kind of signal that the downward pressure on prices has subsided? That is assuming you don't know what URA is worth. If you think you know what URA is worth, then falling prices are attractive to you because you get more for less. TAN's downward trend eventually ended:  At some point URA's downward trend will end also. In my opinion, you are better of waiting for that to happen.  |
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Post by blygh on Nov 26, 2013 22:22:59 GMT -5
When it comes to energy stocks I am convinced of the long term value of solar and wind. The efficiency of solar panels is growing and their prices are falling. On a recent trip to Africa, I noted many many solar installations. I have seen major wind farms on Curacao, Bonaire, New Zealand. These energy sources do not pollute, do not create waste products (a major disadvantage to nuclear) and have free unlimited inputs. These stocks (FSLR, TSL, CSIQ, sune, hsol, et. al.) have been on a roller coaster for several years but I think they will have great long term appreciation.
Blygh
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