Announcement Announcement Module
Collapse
No announcement yet.
Let's hear your best value / long term investment idea Page Title Module
Move Remove Collapse
X
Conversation Detail Module
Collapse
  • Filter
  • Time
  • Show
Clear All
new posts

  • Let's hear your best value / long term investment idea

    I took my lumps on my Visa investment (may try to get back in down the road). The market has been pretty rough recently... let's hear what your best investment ideas are. These would be stocks that have good business models, good balance sheets and are making money in a difficult economy.

    I, myself, just missed a great run in NFLX. Even though they have a good business model, I didn't invest because the valuation seemed a bit high (when the stock was trading around $80). Of course, now at $100+, I'm thinking it could continue to run! :-)

    I think it would be interesting to hear from members as far as possible undiscovered gems out there.

    Ray

  • #2
    i would have recommended artg when it hit 2.97-3.00 several days ago...but it had me spooked (so i sold off my shares at small profits). it was obviously over-sold, and has since made a nice recovery...

    Comment


    • #3
      BJRI ($25 per share) is one I have been looking at. Their restaurants are always packed (with lines waiting outside). Looks like they have zero debt, which is a good thing. However, the stock has had a pretty good run over the last year or so.

      Ray

      Comment


      • #4
        lol - long term is Speculation/gambling (and speculation is a losing game), as far as I'm concerned.

        Day trade, Swing and maybe Short-Term trade.

        Comment


        • #5
          Originally posted by lawrence-lugar View Post
          lol - long term is Speculation/gambling (and speculation is a losing game), as far as I'm concerned.

          Day trade, Swing and maybe Short-Term trade.
          That statement makes no sense. Any trade / any time frame can be good or bad depending on the situation. You can have a daytrade that ends up very risky due to what occurs over a short time frame. Or you can have a long term investment that works out good or bad depending on many different factors.

          It's all speculating. It's all risky; short or long.

          Back to the question at hand: let's hear your best value play. If you don't have one, that's fine too, but that's what this thread is about :-)

          Ray

          Comment


          • #6
            Originally posted by RayJohns View Post
            BJRI ($25 per share) is one I have been looking at. Their restaurants are always packed (with lines waiting outside). Looks like they have zero debt, which is a good thing. However, the stock has had a pretty good run over the last year or so.

            Ray
            i hope you did sink some money into that stock, ray...it was a good pick.

            i traded in & out of aeis for a few months...it was oversold, & due for a pop. i'm hoping that it meanders back down to the $12-13 range again; i had fun trading it.

            Comment


            • #7
              Originally posted by RayJohns View Post
              I, myself, just missed a great run in NFLX. Even though they have a good business model, I didn't invest because the valuation seemed a bit high (when the stock was trading around $80). Of course, now at $100+, I'm thinking it could continue to run! :-)
              Currently trading at $184

              OUCH!!!

              Like deepblue said, I hope you had a piece of BJRI

              Comment


              • #8
                Value investing defined

                A popular investment style that focuses on identifying under-priced securities. In contrast to growth investors, value investors try to buy stocks selling for low multiples of earnings, book value, or any other yardstick.

                Comment


                • #9
                  NFLX

                  NFLX 231 at the close today.

                  Some big NFLX long trader claims he is going totally short on NFLX now as it is very overbought and has way too high a P/E now.

                  A bust is expected in it soon.

                  Comment


                  • #10
                    CLX

                    Clorox has been a favorite long term of mine. It has a pretty decent dividend, and even though the stock has been quite flat. (How interesting is a home product/chemical/consumer stock??)

                    Today Carl Icahn announced he in for 10% of the company. Stock made an 8% move in the late afternoon trading today.

                    My capital in my portfolio is 50% locked into long term dividend producers, and 50% cash.

                    CLX, ADM, MON, HD, CVX, CHK, PG, BA, AA, DO, NBL, T, TGT, are all on my "investment" portfolio.

                    Others I've "traded" are AAPL, X, XOM, WY.

                    Edit: A question on Clorox. After a pop like today, being in the green is it a good time to take the profit, wait for a dip, and re-purchase?
                    Last edited by Retman11; 02-11-2011, 09:40 PM.

                    Comment


                    • #11
                      Originally posted by Retman11 View Post
                      Clorox has been a favorite long term of mine. It has a pretty decent dividend, and even though the stock has been quite flat. (How interesting is a home product/chemical/consumer stock??)

                      Today Carl Icahn announced he in for 10% of the company. Stock made an 8% move in the late afternoon trading today.

                      My capital in my portfolio is 50% locked into long term dividend producers, and 50% cash.

                      CLX, ADM, MON, HD, CVX, CHK, PG, BA, AA, DO, NBL, T, TGT, are all on my "investment" portfolio.

                      Others I've "traded" are AAPL, X, XOM, WY.

                      Edit: A question on Clorox. After a pop like today, being in the green is it a good time to take the profit, wait for a dip, and re-purchase?
                      you might try taking some of the profits off the table, and writing some short-term covered calls on your remaining shares. if the stock continues to stair-step higher, you'll pocket the premium plus more profits when the contracts expire (assuming that you sell the remaining shares at that time). if it takes a dip, maybe buy a little more. at least that would help cover all bases.

                      i personally can't stand to see profits turn to losses. i'd rather take SOME money (& whine about how much i could have made), then watch it all vanish...but everyone trades differently.

                      edit...since i'm on this thread, i might as well suggest leapfrog (lf). it's still over-sold; but i sure wish i had held my shares at the $3.70-$3.90 range. i've got covered calls on plenty of shares at $4.30.

                      i've also sunk money into ueps...it's at a 52 week low (to say the least). i'm not sure where the bottom of it is, though ()....it's usually right after i stop buying it (in disgust): that would be today.

                      Comment


                      • #12
                        Originally posted by deepblue View Post
                        you might try taking some of the profits off the table, and writing some short-term covered calls on your remaining shares. if the stock continues to stair-step higher, you'll pocket the premium plus more profits when the contracts expire (assuming that you sell the remaining shares at that time). if it takes a dip, maybe buy a little more. at least that would help cover all bases.

                        i personally can't stand to see profits turn to losses. i'd rather take SOME money (& whine about how much i could have made), then watch it all vanish...but everyone trades differently.
                        Hi!

                        Thanks for the thoughts.

                        Not much I can do there with only 50 shares of CLX. Maybe sell half, and get the profit off the table that way..,

                        In this case, it's only "some money," not a big boodle..,

                        Comment


                        • #13
                          hey friends i am planning to invest in naturals ice cream in Mumbai can any one suggest me that will it be good or not

                          Comment

                          Working...
                          X
                          Venedik�in meşhur saraylarını İstanbul�a getiren Viaport, Venezia projesinde 329 bin TL�den başlayan fiyatlarla satışa sunulan saray dairelerine yoğun ilgi yaşanıyor. Saray ihtişamını tüm ayrıntılarıyla içerisinde barındıracak olan daireler İstanbul�un en şık İtalyanı olacak� kakade Venedik�i İstanbul�a taşıyan Viaport Venezia, meşhur Venedik saraylarını da projeye koymayı unutmadı. 1+1�den 3+1 dublekslere kadar değişik seçeneklerde tasarlanan dairelerde oturacak olan proje sakinleri saray ihtişamını her ayrıntısıyla yaşayacak. Ekonomik değer olarak Türkiye�nin en büyük ilk 5 gayrimenkul yatırımından biri olan Viaport Venezia, Via Properties & Gürsoy Yatırım Ortaklığı güvencesiyle hayata geçiriliyor. Satışa çıktığı günden bu yana ilk etapta yüzde 85�inin satıldığı projede lanse edilen Venedik Sarayları etabında ise iki gün içerisinde yüzde 20�lik birporno ön talep toplandı. �İstanbul�un en şık İtalyanı� olarak Mayıs 2015�te boy gösterecek olan Venezia projesi, Venedik rüyasını gerçeğe dönüştürmeye gün sayıyor. Projede oturacak olan daire sakinleri, Venedik�in meşhur kakade kanallarında gondollarla gezebilecek, Venedik meydanlarında alışveriş yapabilecek, dostlarını Venedik restoranlarında ağırlayabilecek. Yüksek prim yapması öngörülen projedeki daireleri bugün satın alanların, proje porno bitiminde yüzde 50�lik bir prim kazancı elde etmeleri hedefleniyor.