July 17, 2014
I’m going to jump back into AmTrust Financial Services, Inc. (AFSI), which I bought in July, 2010, and sold a couple of years later, pretty much doubling my money. It has kept running up (me missing most of it) and now is back on my screen, so I guess I’ll try, try again.
June 25, 2014
Just one pick this time around: Modine Manufacturing Company (MOD).
They manufacture “heat exchangers” for vehicles.
Anyway, they have a really low P/E ratio–which I always like, although that can also be a sign of something…wrong.
So, good luck!
And Happy Investing!
June 4, 2014
Three picks today–I’ll be taking positions in each one. First up is Omega Protein Corporation (OME), which makes–you guessed it–food supplements featuring Omega-3 fish oil. Good for your heart AND (hopefully) for your portfolio.
My second pick is Moneygram International Inc. (MGI), which is in the money
laundering transfer business. They’ve been around since 1926 (old school) but are apparently dabbling a bit in “Bitcoin”. I would generally run away screaming from anything “Bitcoin”, but I don’t think the company actually speculates in those silly things themselves, but might make their transfer possible. Don’t know. (Today’s primary investment tip: “Run away screaming from anything ‘Bitcoin’!”)
And lastly, I’ll be taking a position in Warren Resources Inc. (WRES), as I think I’m a little light in the oil industry and this one looks interesting. (Today’s secondary investment tip: “Don’t confuse fish oil with petroleum oil!”)
May 14, 2014
I’m revisiting an old Chinese stock I purchased back in 2008 and quadrupled my money in. For want of finding anything better, I’m going to get back in on China Automotive Systems Inc. (CAAS).
This despite having recently lost my shirt on another Chinese stock recommended here about a year ago which recently had its trading suspended: Lihua International, Inc. (LIWA). According to a recent story about that stock, the company “…made false and/or misleading statements and/or failed to disclose that: (i) the Company underwent a significant downturn in its business beginning in late 2012; (ii) the production activities of Lihua decreased in 2013 and nearly stopped after January 31, 2014; (iii) the Company’s warehouse was seized by a court in the People’s Republic of China; and (iv) one of the defendants is being investigated by Chinese police for larceny after attempting to move inventory.” Ouch!
Better luck this time.
April 23, 2014
Two picks today, only one of them evil.
First up, is American Equity Investment Life Holding Co. (AEL), which I actually recommended here once in 2007 and which, as I recall, I subsequently lost money on. Better luck this time.
The evil one–especially since I already own a competitor, recommended here back last Halloween–is good old Smith and Wesson (SWHC). I guess I’m figuring that yeah, I’m a good old liberal anti-gun person, but–a buck’s a buck.
Good luck, and let’s hope that if we lose money on one of these it’s Smith and Wesson…
March 26, 2014
I’m loading up today on Federal Signal Corp. (FSS), which has its fingers into a number of pies–but they won me over with the manufacturing of street-sweeping equipment. I’m pretty low in that niche.
I had a little trouble finding anything of interest this time around, but this one has a nice low P/E ratio and showed up on my screen.
March 5, 2014
A couple of picks today: First up is OFG Bancorp (OFG), a banking/finance company in Puerto Rico. I wonder if I can deduct cruises to Puerto Rico now to, you know, “watch over” my investments.
My other pick is Cirrus Logic Inc. (CRUS), the semiconductor folks who reside somewhere in my computer and yours. They are a pretty big company, which makes it an unusual pick for me, but showed up on my screen.
February 12, 2014
I have some enthusiasm for these two picks this time around–although the second one is a little risky due to some pending lawsuits. Be careful!
First up, I’m buying some Alliance Fiber Optic Products Inc. (AFOP), which is obviously in that fiber optical business that is all the rage these days. (Or was that 10 years ago?)
My risky lawsuit-plagued one is Cooper Tire & Rubber Co. (CTB). That’s the one to be careful of, I guess, but…I like to live on the edge.
Weird market out there these days, too.
January 22, 2014
Just one pick today, and I actually have some enthusiasm for this one.
But first: Hey, how about that 2013, huh? My best year ever, as I had a 49% return on my investments (which you did, too, most likely, if you’ve been purchasing these recommendations).
Anyway, here we go 2014. I’m not expecting so much this year.
But I’m going to pick up some B Communications Ltd (BCOM), which is an Israeli telecom company. We could always use better communication in Israel, right?
As I said, I actually have some enthusiasm for this one (even though it is already up substantially over the last year), so I’ll be loading up.
January 2, 2014
As we close out what was a pretty darned good year for us in the market, I’ve got a couple of unenthusiastic picks to begin the new one.
First up, I’m taking a small position in Shiloh Industries Inc. (SHLO), and, per usual, I don’t exactly understand what they do–but I think it has something to do with making your car run quieter and not tip over.
I’m also going to yawn and take a small position in Rock-Tenn Company (RKT), which I thought I owned once before but apparently I’m mistaken. I might be confusing them with some other “packaging materials” company that I owned before.
I’m hoping 2014 will be another good year for us, since we will hopefully be getting rid of some of this wacky Congress that has hurt the economy so much the last several years.