Stock Picks: What to Buy

for a tax write-off, I feel a good donation to the human fund would be prudent.

If you need the address just email me.

 

Gateway is to re-emerge this year.

 

I like Apple to make a solid run this year.

 

Well right now probably isn't the best time to be buying, but obviously everything is industry dependent. I'd still wait for a pullback in some of the stronger industries to buy. I've always liked this small company listed on the AMEX called DHB Industries (DHB). Valuations seem relatively cheap for a body armor company like them.

http://finance.yahoo.com/q/pr?s=dhb

Let's see I also like CME (just move the decimal point over so you don't freak out when you see the price). CME is the Chicago Mercantile Exchange and it has been kicking ass over the past couple years. It looks like they might buy out the CBOT. It is pretty richly valued though.

AX, Archipelgo Exchange which will become NYSE's IPO, looks like it has a ton of potential too. I like this a lot actually. Check it out.

 

Blue Horseshoe *loves* Anacott Steel.

 

Individual investors that invest less than $250K, should usually stay away from individual stocks.

Mutual funds, bonds, and ETFs would probably be a better bet.

 

That is true for the most part. Good point.

 

one more thing i thought of was buying UCL. you could play the spread on that buy out. i believe its like 8 points right now between the CVX bid and the UCL price. plus it looks like a bidding war might develop. risk in this trade seems relatively low as well.

 

We've passed the 3 to 5 year maket cycle boom point. In otherwords, things like tech stocks, financials, and other things that profit in a growing economy will become increasingly risky.

My most recent purchace was (cringe) Merck after their Vioxx price crash (good dividend, good value, pharma does well in a slow economy).

Walgreens is at the top of many lists for stability in a cooling economy.

Fed hikes: Winners and losers is a pretty good article from CNN/Money. Look at the "late in the tightening cycle" section to get an idea of where good areas will be.

This isn't to say that we are going to enter a recession tomorrow, but historically stocks rise for 3 to 5 years after bottoming out. The last bottom out was generally agreed as July 2002. That puts just at 3 years. Assuming history holds, you should now think about the posibility of things going south even though it might not happen for 2 more years.

 

Lennar or Toll Brothers....... Always safe pick with homebuilders.

Also take a look at Whole Foods and Hydril

 

I don't know much about the stock market.

But, Genetic Engineering excites me. Not only did the U.S. Government just fund all of the background research with the human genome project, but they didn't do it alone, all countries have an interest. Biotech's burn money, no doubt, but they are also backed heavily by the Medical community and the Federal Government. Two large powerful entities that provide plenty of support in hard times.

I think it you are willing to stick around, 25 years, the Genetic Engineering companies are going to payoff. It's only a matter of time. 20 years ago they didn't even have one product on the market. Now they have like 50. With all the information sitting right there to be grabbed it seems inevitable to me. People need genetic therapy.

The whole genetic code is there. The knowledge of what to fix is apparent. The only thing missing is the how. One science has the first two parts the rest is only a matter of time. So buy the stocks you like. I think that is Bill Gates future right there.

As to which one, I have no idea, but pick the big ones who have reserve capital and plenty of partners kicking in. They'll make it the 25 years and they'll be the ones producing when it counts most.

 

I don't play the greater fool game anymore. Using an annual fee broker I am putting money into private REITS private oil and gas drilling partnerships, and buying individual corporate bonds I plan to hold to maturity. I aint making money like 1999 but I ain't losing it like 2000.

 

Small caps is a good way to make or lose huge amount of money real fast. And when the market is going down, you can always try to short. One of my co - workers said he paid for his 2 years of grad school in Stanford from his 2k investment (he made 80k in 2 years from 2k).

 

What kind of yield are you getting on these? If you're implying that the "traditional" market is a game of greater fools, it seems like you shouldnt be investing in private partnerships. I ask about the yield because I would require a pretty hefty premium to invest in private partnerships/REITS.

 

I dont anticipate a huge crash in the housing market - call me an optimist because I work for Lennar . But we are in good position to make strides this year.

Oil and Gas companies have been performing really well this year. Check out the 3 month on Hydril (HYDL)

 

Where are you getting these numbers from? Chevron's revised board-approved bid was $63. Unocal's stock is currently $65, for a spread of -$2. The chances of any further increased bidding is pretty minimal. Chevron knows that Unocal wont sell/be permitted to sell to CNOOC. They've already increased their bid once out of goodwill. The only way Unocal doesnt sell to Chevron is if CNOOC bids some crazy amount($70+), which accounts for the -$2.

 

Sirius (SIRI) has done nothin but go up for me in the last few months, and i don't see it slowing down.

FCEL has potential and is picking back up lately.

keep an eye on ELN - weird stuff happening there, but has potential to go back up huge (like it was before all the tsyabri side-affects).