Both ICO and BOLT I found with different screens.
SD, I found because you mentioned it about 4 months before I bought it and I looked to see who owned the shares.
NOV has been my favorite oil stock previously...It's only natural for me to visit them again if I am shopping in the energy sector.
NE? Not sure how I found it. I looked for companies that were in the gulf...It was between them and Ensco. I decided to go with NOV and NE instead of Ensco.
I'm a pharmacist.
How did they come up with those estimates? What price/barrel are they assuming to get those estimates? Would be nice to know.
LVS, at $50 just yesterday, is getting hammered. Looking for a downside of $42 or below near term, with a recovery when the bull market takes it back up.
In the meantime, the cheap puts are like candy. The $42 December put jumped up from $99 to $220 per contract in two days! May double to $400 if $42 hit soon.
I dont own the put, but Im a fan of making the call.
Same here.Analyst dogma with current pricing of natural gas. I'm not sure if that includes oil.
Also,
I read the transcript from the recent Conference Call. I have to admit that I know less about the industry than I would like to think. There are alot of terms that I just don't understand, but it does seem learnable.
AS a side note, I am starting to find it difficult to find bargains these days.
Anyone doing anything with BBY? They've taken a bit of a tumble recently.
What do you see in MAS that you would make it your largest holding?Increased my MAS position today. Took my cost basis from the high $20s down to just about $20 by adding shares at $13 and change. I more than doubled my share count.
This change makes MAS my largest holding.
Looking to do something similar with GE, but the limit order has to be hit.
Anyone doing anything with BBY? They've taken a bit of a tumble recently.
What do you see in MAS that you would make it your largest holding?
Yeah, NFLX is overrated...Probably not worth more than $70, but I don't short stocks.
WY? I don't see anything special about it. None of the gurus I follow are into the stock. I have only one stock that deals with construction/housing and I would rather keep it that way.
To me, that is the difficult part of investing. Buying seems to come naturally, selling is very difficult. Finding a stable company or mutual fund at a low price is fairly easy to do. I put in money at or near each of the market lows this year. For example, I put in $13k on July 2, 2010 (a local minimum) after watching the stock market drop 9 out of 10 days. The sad part was the $40k I put in 3 trading days earlier (after 6 out of 7 days dropping including some big, big drops) but still, that turned out to be quite a good buy. Buying low is easy to spot since the long term trend is up, you buy on the local dips and win.I'm trying to figure out a more analytical way to decide when to sell stocks and take the profit. There has to be some sort of balance between what you are expecting (or hoping) the stock price will do and being satisfied with making money. The other goal I see would be to beat the S&P 500, because if you aren't at least doing that what is the point.
Anyone want to share their thoughts on when to sell and how to judge success?
To me, that is the difficult part of investing. Buying seems to come naturally, selling is very difficult. Finding a stable company or mutual fund at a low price is fairly easy to do. I put in money at or near each of the market lows this year. For example, I put in $13k on July 2, 2010 (a local minimum) after watching the stock market drop 9 out of 10 days. The sad part was the $40k I put in 3 trading days earlier (after 6 out of 7 days dropping including some big, big drops) but still, that turned out to be quite a good buy. Buying low is easy to spot since the long term trend is up, you buy on the local dips and win.
Selling, on the other hand is very hard. The stock market is up 9 out of the last 10 days. But, those were only small gains and will it keep going up? The long term trend is to go up, so the probability is that eventually yes it will. So, sell today and take a 25% gain since the July purchase, or wait for more? Will I be waiting 3 days or 3 years or 3 decades? I have no clue. To me, that time is very hard to judge.
So, instead, unless someone has better advice, I use the age-old method. I choose a price to sell and wait for that price to hit. Then I sell. End of story.
For example, I will sell if I get 30% gain on those two purchases. I'm at 25% now. So, I'm not selling yet. What if the stock market falls? I'll just stay in until I get my 30%. What if it rises after I sell? I still met my goal and should be thrilled with a 30% gain.
The only minor exception is I won't sell until January at this point, since I'll be in a much lower tax bracket next year.
I'm sitting on 20% cash right now. One limit order that might hit is GE at around $17. But I don't know if I want more GE stock.
wow..this thread is dead.....anyway, last call to buy GGP at $15-16 before the 'wall of cash' from mutual funds move in.
Any thoughts on Dean Foods Company (DF)?
A co-worker mentioned it. It's FCF is over $200M. Probably $250M+ normalized in terms of FCF. Not sure whath et issues are. It's credit rating sucks. And it's market cap is $1.5B. It does have more debt than I like to see which is a big issue.
DF at google finance
Annual reports:
http://www.deanfoods.com/our-company/investor-relations/financial-reporting.aspx