A scary pick today–in that, I don’t have a lot of confidence in it but it was the only thing showing up in my screen this time.
This time I’m putting it all on Ducommun Inc. (DCO), which provides engineering and manufacturing products and services primarily to the aerospace and defense industry. I generally do pretty well in that industry for some reason. I morally hate funding the military/industrial complex, but since the last time I expressed concern with the values behind my investing in Sturm, Ruger & Co. Inc. (RGR)–a gun manufacturer–back in April, I’ve made 35% on that Evil Investment, so…
I guess Blood Money still spends.
Anyway, good luck!
Here are two picks for this cycle: ChinaEdu Corporation (CEDU), which is a small operation in the online education business in China. (Where do I get these picks?!!), and Walter Investment Management Corp. (WAC), which is a big operation providing business services to the residential mortgage industry in the United States.
So, you know, a little diversification there.
Who am I to mistrust my “screen”. It has been working pretty darned well for me lately.