Author Topic: Stock Pick Master Thread  (Read 37690 times)

Offline boruch

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Re: Stock Pick Master Thread
« Reply #80 on: July 19, 2012, 04:34:06 PM »
$10k at 13 years old, less averse to risk IMHO.
Of course. But to put everything in one stock is still risky.

But then again, is 10K a significant amount in your portfolio? Maybe for this guy 10K was nothing and has millions in other investments
I never even got close to 10K for my Bar Mitzvah and for me 10K . . .

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Re: Stock Pick Master Thread
« Reply #81 on: July 19, 2012, 04:49:28 PM »
How do you buy two homes with $110k?

Do you mean that he put 50k down on each home and took out a mortgage?

Renting homes is not easy business. Things break all the time, and sometimes tenants don't pay. My brother does this for a living.

At any rate, kudos to the father for his direction to invest the Bar Mitzvah money.
I guess you haven't looked into the Pittsburgh real estate market much. $110K can buy 2 very decent homes. He didn't even use 75% of his money... Yes it is a hard business that's his choice. And I wish him the best.

The guy had guts to put all his eggs in one basket. That's a huge risk. Good for him it played out well.
It was not all his bar mitzva money he received 1 gift of 10K from his fathers parents... Yes a sizable risk and B"H it worked out :)
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Offline good sam

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Re: Stock Pick Master Thread
« Reply #82 on: July 19, 2012, 09:57:52 PM »
Heck of a lot better than my bar mitzvah money.  Put it all in mutual funds during the tech boom.  It's worth about the same now as it did then. 
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Offline zale

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Re: Stock Pick Master Thread
« Reply #83 on: July 19, 2012, 10:06:02 PM »
Quote
I guess you haven't looked into the Pittsburgh real estate market much. $110K can buy 2 very decent homes. He didn't even use 75% of his money... Yes it is a hard business that's his choice. And I wish him the best.

Do those homes have wheels on them?

(jk  ;D)

Offline good sam

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Re: Stock Pick Master Thread
« Reply #84 on: July 19, 2012, 11:20:26 PM »
Do those homes have wheels on them?

(jk  ;D)
He said Pittsburgh -- not Alabama
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Offline good sam

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Re: Stock Pick Master Thread
« Reply #85 on: September 19, 2012, 09:42:27 AM »
i would not be a buyer of aapl at these prices it should come down a little soon to 500 where i would happily buy more
When it hits $700, you'll wait for it to come down to $600.
bump
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Offline yuneeq

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Re: Stock Pick Master Thread
« Reply #86 on: February 02, 2013, 07:47:25 PM »
i would not be a buyer of aapl at these prices it should come down a little soon to 500 where i would happily buy more

Bump for AAPL at 450  ;)

Anyone have any cheap stocks to share?
Low P/E, low price/book ratio, solid fundamentals, basically a Benjamin Graham type of stock?
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Offline U-no-me!

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Re: Stock Pick Master Thread
« Reply #87 on: February 02, 2013, 07:49:33 PM »
Bump for AAPL at 450  ;)

Anyone have any cheap stocks to share?
Low P/E, low book/price ratio, solid fundamentals, basically a Benjamin Graham type of stock?

I'm still a huge fan of AHT. I was when it was $1, I was when it was in $6 range when I mentioned it over here and I'm still when it's in the $11 range.
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Offline yuneeq

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Re: Stock Pick Master Thread
« Reply #88 on: February 02, 2013, 07:59:56 PM »
I'm still a huge fan of AHT. I was when it was $1, I was when it was in $6 range when I mentioned it over here and I'm still when it's in the $11 range.

That's interesting. Because as of now, there is nothing much to get excited about. They haven't pulled in a profit in years, and their assets are shrinking. They still give a dividend without making any money. The stock price shot up, so nowadays they aren't worth even the assets in case of bankruptcy. I'll move along.
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Offline churnbabychurn

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Re: Stock Pick Master Thread
« Reply #89 on: February 02, 2013, 08:53:15 PM »
Its illegal for a company to pay out more than its retained earnings and have a shareholder's deficit.

Offline U-no-me!

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Re: Stock Pick Master Thread
« Reply #90 on: February 02, 2013, 09:07:28 PM »
That's interesting. Because as of now, there is nothing much to get excited about. They haven't pulled in a profit in years, and their assets are shrinking. They still give a dividend without making any money. The stock price shot up, so nowadays they aren't worth even the assets in case of bankruptcy. I'll move along.
Your analysis is seriously flawed on many level. To list a few: Assets are shrinking!?!? you mean with the recent acquistion of I think it was 28 properties from the highland portofolio?
They actually just raised the dividend, so you are actually getting a good bang for your buck at 5%.

Errrr... I'ts actually trading below book. Remember GGP and Bill Ackman?! Where did you calculate you asset value?

And BTW when it was at $1 (when I bough it) people were also wary about it, the pro's bought.
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Offline HelpMe

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Re: Stock Pick Master Thread
« Reply #91 on: February 02, 2013, 10:12:12 PM »
Even a broken clock is right twice a day.  :)
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Offline mordy44

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Re: Stock Pick Master Thread
« Reply #92 on: February 02, 2013, 10:39:44 PM »
I think AAPL is a bargain.

Anyone here going to take the risk with RIMM? so risky. Does anyone actually have any interest in the Z-10?

Offline yuneeq

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Re: Stock Pick Master Thread
« Reply #93 on: February 03, 2013, 12:37:32 AM »
Your analysis is seriously flawed on many level. To list a few: Assets are shrinking!?!? you mean with the recent acquistion of I think it was 28 properties from the highland portofolio?
They actually just raised the dividend, so you are actually getting a good bang for your buck at 5%.

Errrr... I'ts actually trading below book. Remember GGP and Bill Ackman?! Where did you calculate you asset value?

And BTW when it was at $1 (when I bough it) people were also wary about it, the pro's bought.

I haven't been keeping up with the day to day of the stock, I never even heard of it til last night.

When I said assets are shrinking, that is, look at the total assets and total equity for the end of each quarter or year, and you'll see the number moving in the wrong direction. Its at around 800 million right now which is just around market value. When market value was half the amount (stock price was lower) it may have been worth it then.

By the way, total equity will shrink even if you buy ten billion properties, because in order t buy assets you need to give up other assets (cash) or assume more debt (liabilities). Losing cash and adding debt are both bad signs for a company.

They also haven't made profit in forever, which also is fundamentally not a good sign.

CMIIW, but in the quick look over, it is hard to see anything special about this company. There are hundreds just like it, at better prices too.
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Offline Shmelly

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Re: Stock Pick Master Thread
« Reply #94 on: February 03, 2013, 12:58:53 AM »
I'll give one stock to hold long (5+ years) and 1 as a shorter term position (>2 years)

Long: MO. Perfect mix to be a compounder's dream with one of the best yields of any conventional vehicle, stable share price, very liquid. Essentially a conservative way to pull in 6%+ annual interest. Excellent management team in place. The constant overhang of lawsuits creates a relatively low valuation (ie the lawsuits are priced in already). They have a huge branding advantage due to their market share.

And don't underestimate the marijuana factor. You don't think they're ready to step in as soon as it gets legalized and dominate that multi billion dollar industry? They already own over 50% of the smokless market and big stakes in alcohol - they've cornered the market on anything addictive. I've owned in for nearly a year now and seen a 30%+ return. (If you want more growth potential PM was spun off and holds all sales outside the US.)

Shorter term play: SIRI. Their FCF is exploding this year, and the ever present buyout from Liberty should give the stock support. They have a monopoly in the satellite radio space. While that doesn't mean much due to the ever growing digital media market, it has driven down content costs by many factors. Also since they no longer compete against XM all their deals with automakers are now on more favorable terms.

They own bandwidth which is always valuable, they have very low fixed costs, and can now maintain their debt load. They have had 3 debt ratings increases just this year and are only a step below investment grade. Also barrier to entry for a SIRI streaming service is nonexistent. They can instantly fire up unsubscribed radios with preview channels. They even hinted at lighting up radios with perhaps 10 ad-supported channels.

In the end its all about content. They have the exclusive content that others do not, and its all wrapped into one service. The stock is obviously more of a risk then MO, but with that explosion of cash they will have plenty of options available for shareholders. The only reason I think its a short term play is because its a technology which could theoretically be obsolete in 2 years.

Thanks for this bump and the opportunity to toot my own horn.

MO is up another 14% since this post, and reached as high as up 21%. And of course, it continues to pay one of the healthiest dividends around.

SIRI is up 42% since this post and is currently at its 5 year high.
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Offline yuneeq

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Re: Stock Pick Master Thread
« Reply #95 on: February 03, 2013, 01:04:08 AM »
Thanks for this bump and the opportunity to toot my own horn.

I'll give extra props if you actually own those stocks.

Any recent stocks you've noticed at a cheap valuation?
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Offline HelpMe

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Re: Stock Pick Master Thread
« Reply #96 on: February 03, 2013, 01:15:47 AM »
If your picks are down in this market you need to be flipping burgers!  :P
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Offline yuneeq

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Re: Stock Pick Master Thread
« Reply #97 on: February 03, 2013, 01:26:47 AM »
If your picks are down in this market you need to be flipping burgers!  :P

Mine ain't down, they're all up. Gonna cash out of some of them soon, so I hope to find something that's not just a load of hype.
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Offline HelpMe

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Re: Stock Pick Master Thread
« Reply #98 on: February 03, 2013, 01:42:19 AM »
Mine ain't down, they're all up. Gonna cash out of some of them soon, so I hope to find something that's not just a load of hype.
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Offline good sam

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Re: Stock Pick Master Thread
« Reply #99 on: March 13, 2013, 04:13:30 PM »
Wow, anyone in/following BBRY?
If you don't care why would you comment?
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