Stock and Option Ideas
01/07/08 Barron's List of 29 Tech Stocks Trading Near Cash.
Also from Barron's, Volatility looks up in 2008.
12/31/07 The Philadelphia Report - Good Trading Rules and a
January bottom fishing recommendation for JCP.
12/30/07 Boralex Power Income Fund
Sounds like a good value/income play from Roger Conrad. As mentioned in
posts below (see prior dates), I think these type of stocks (income plays with
high yields) are attractive given the volatile market environment behind
investors and in front of investors in my opinion. This one trades on the pink
sheets under name BORALEX PWR INC FD (BLXJF.PK) and the Toronto
Exchange under the name BORALEX POWER INCO SBI NPV and ticker
BPT-UN.TO (this one is a good candidate to buy through E*Trades new global
trading or Schwab's global desk).
12/02/07 Mutual Fund Recommendation.
Everyone knows about the upcoming baby-boomers retiring. In this light, a
healthcare fund seems like a good recommendation. One that stands out is
T. Rowe Price Health Sciences (PRHSX). This fund managed by Kris Jenner
invests in large-cap pharma as well as biotech. As of 11/30/07, it has returned
18% YTD, 16% annually over the past three years, and 17% over the past five
years.
11/29/07 Interactive Brokers (IBKR). Good article from Steven
Sears at Barrons.
11/28/07 Another Dividend Play featuring Idearc (IAR).
11/25/07 Cool Option Matrix I found on Moringstar.com
Check out this cool option matrix I found on Morningstar.
11/25/07 Yet More Dividend Plays
GateHouse Media (GHS). This is a Morningstar 5-Star stocked that is majority
owned by Fortress (the publicly traded hedge fund and private equity
mega-house).
International Plays Lloyds (LYG) and Barclays (BCS) both yield near 7%.
11/21/07 Some More Dividend Plays
With the volatility in the market (the S&P is barely up as of this writing)
dividend stocks continue to make sense to me. The following are a couple
that caught my attention today:
PWE - The biggest Canadian royalty trust now yields 15%!
Linn Energy (LINE) - U.S. Limited Partnership yields 9%
And on the banking side...it may be too early but sometime soon the quality
names will be worth holding. A couple that caught my eye:
Bank of America (BAC) - Largest US Bank with comparatively little mortgage
exposure now yields 6%.
Wells Fargo (WFC) - Conservatively Managed US Bank Now Yields 4.10%.
BB&T Corp (BBT) - Super Regional headquartered in North Carolina.
Good Article on Energy Stocks from Roger Conrad (Editor of Utility & Income)
at Financial Sense.com.
11/18/07 Dividend Plays
With the volatility in the market, investors might be interested in some
dividend plays as these companies usually hold up better. I have attached
some articles below that focusing on finding companies with a dividend yield.
Of particular interest to me are some of the Canadian Royalty Trusts. These
companies pay their dividends in Canadian dollars based on a royalty stream
from their underlying assets (usually oil and natural gas fields). Since the
value of the "loonie" has appreciated so much, the dividends are high. An
interesting play here in my opinion.
11/16/07 Land Plays from Jim Juback's Weekly Column. (pdf here).
11/16/07 Six High Yield Dividend Stocks From a Guest Editor at thestreet.com.
(click here for the pdf).
10/01/2007 Here are some other dividend picks I wrote down in this word file
that Cramer highlighted after PWI was bought out.
10/12/07 Small Caps in Focus at Morningstar
I subscribe to Morningstar's Premium website, and it is a great resource.
Last week, they profiled some stocks that their favorite small cap managers
were buying. Additionally, these stocks had a discount to fair value on
average of 40%. As always, please do your own due diligence, but the
symbols are as follows:
ARP Approximate Price to Fair Value .64
CRI Approximate Price to Fair Value .65
XEC Approximate Price to Fair Value .59
NCI Approximate Price to Fair Value .50
WLL Approximate Price to Fair Value .74
Check back later for some more in-depth research and charts as I investigate
these names.
Historical Stock Ideas Archive:
Link to 07/23/07 look at HAL and ACI.
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Check this page for stock ideas that I find in my
reading. I will post sporadically with archived
links as they become available.
reading. I will post sporadically with archived
links as they become available.