May 15, 2013
Two picks today, and I feel fairly okay with them.
The first one is a stock appearing on my screen a second time. I owned it years ago and lost half of my money on it–I’m going to give it another chance. It is Consumer Portfolio Services, Inc. (CPSS), which is in the auto financing business.
The second one is CalAmp Corp. (CAMP), which does something with wireless communications–internet, etc.
April 24, 2013
A couple of unenthusiastics picks today–one of them downright cynical.
First up, I am going to venture back into Triumph Group, Inc. (TGI), which I picked up about 4 years ago and made decent money on. I sold it a couple of years ago and it kept going up and up (about quadruple what I originally paid for it), and now it’s back on my radar.
Irritated that I didn’t just hold onto it all this time (but that’s not what I do–I generally sell after a couple of years) I decided to lose all of my moral compass and pick up some stock in gun manufacturer Sturm, Ruger & Co. Inc. (RGR). I am an adamant anti-gun guy, so this is a “if you can’t beat ‘em, join ‘em” decision on my part. Maybe I’ll give all of my bloody earnings to charity or somesuch. Hold your nose and pick some up.
April 3, 2013
Just one pick today and it’s practically a “penny stock”, so I’m going to be taking a relatively small position in it.
Lihua International, Inc. (LIWA) is my pick–it’s a Chinese copper manufacturing company.
I did well with my first Chinese stock: doubled my money in a few months on some automotive company. But since then, on the two or three occasions I’ve invested there, I’ve done poorly.
This one does intrigue me, though.
March 13, 2013
Just one pick today.
I’m going to purchase some Homeowners Choice, Inc. (HCI), which provides home and casualty insurance in, of all places, Florida. Wait a second! Is that right?
Don’t they have hurricanes down there and stuff?
Well, nevertheless, it has doubled this last year and still has an appealingly low P/E ratio, so…who am I to question what pops up on my screen.
And for some reason, I actually feel pretty good about this one. We’ll see…
February 20, 2013
Three picks today, one of them highly unusual.
The unusual one is Delta Galil Industries Ltd. (DELTY), which is an Israeli company making undergarments and socks. I’m sure there’s a joke in there somewhere–a really, really offensive one–but I’m going to pass. It showed up on my screen, it’s been on a bit of a run since late summer, and so I’m going to pick up a little.
A couple of more sane (I hope) choices: I’m going to pick up some Tenneco Inc. (TEN), which makes emissions control and ride control products for vehicles, and Wabash National Corp. (WNC), which makes truck trailers.
January 30, 2013
I have three unenthusiastic picks this time around since nothing really jumped out at me. I’ll take smaller positions in all three. First up is Cedar Fair, L.P. (FUN), which owns a bunch of amusement and water parks. See why I’m not enthused?
My second pick is RF Industries, Ltd. (RFIL) which is in the electronics business (even though I think I have plenty of electronics stocks already–I may have to take a closer look at my diversification soon).
And lastly, I’m going to get some iGATE Corporation (IGTE), which provides outsourced information technology and IT-enabled operations services.
January 9, 2013
You know what?
I’m taking a pass this time. No new pick. I did take a hard lock at Agrium Inc. (AGU), which makes agricultural products–fertilizer, chemicals, etc.–and that is what I’d be buying this week…if I was buying.
But this time around my screen just wasn’t finding much of interest and I think I’ll just hang on to what I’ve got until the next time.
Let me know how you do with Agrium, if you end up buying it.
December 19, 2012
Well, this is a strange one.
Showing up on my screen for the first time is The Female Health Company (FHCO), which is in the, ahem, condom business apparently. Catholics will want to take a pass on this one, I guess.
I picked some up today, and maybe you should too. Or not.
Good luck and Happy Holidays!
November 28, 2012
I think we need to be careful with this one, but I’ve decided to buy some hhgregg, Inc. (HGG), which is a retailer of home electronics.
I don’t expect much action from it for a while, but hope that it outperforms the market long-term. Again: Be careful.
November 8, 2012
This month’s picks: Ballantyne Strong, Inc (BTN), a lightly traded theater and lighting system (?!) company. Small price/earnings ratio, small volume. Showed up on the screen, so I’m going with it.
I’m also picking up Telecom Argentina S.A. (TEO), which also has a pretty small p/e ratio–something I always look for.
The market tanked Wednesday (as I’m writing this) after having been pretty decent to me over the last month or so. I’m optimistic about the economy “getting better”, regardless of who was elected. It’s time!