After selling BX and HLF, I need to plug a hole or two with larger cap names. Right now I am invested in an array of smaller caps, which is perfectly fine in an upswinging, penis chopping market. But if the blade swings the other way, I’m gonna get hurt.
I’ve spent all day and night looking for names, searching the darkest corners of the world for something of value. I’ve come up with a handful of names, none of which inspire boldness.
Here they are
CRUS (small cap at 1.5b)
GS
RF
RLGY
SWKS
SWK
WDAY
WFM
LM
On the other hand, I’ve got small cap ideas coming out of my nose (not really, because that would be gross). But there are chockfull of micros spinning higher. A new trend that I noticed today was to buy up beaten down names, just because they are more than 15% off their 52 week highs. You have no idea how hard it is to find stocks more than 5% of their 52 week highs. If that’s the case, SWKS, FIO and WFM are poised to rip tits, breasts and ball sacks to the upside.
There is one little internet name that is interesting, ticker DMD. They own Livestrong.com, Ehow.com, Cracked.com and are the #2 registra of websites in America, second to Godaddy, which is owned by none other– KKR.
Speaking of which, asset managers look great. I can assure you that my business is thriving now. I am in a growth industry, the very best industry in America, bar none. So, there isn’t any doubt in my mind that EVR, BX, APO, FIG and KKR aren’t knocking the cover off the ball too. One name worth noting is LM, old school asset management firm with big exposure to banks.
I like LM here, very much so.
Finally, there has been a secret society out there who’ve been buying up regional bank stocks like Ronald Reagan’s jelly bean budget. The trick to finding the winners is to look for banks with price to book ratios under 1.25 and debt/equity ratios under 3, with decent growth. The lower the debt/equity ratio, the higher the stock. Add in a little dividend and you have a winner.
I would reveal this list to you, but it’s for closers only. Plus you have plenty to chew on now, so hop to it.
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The Fly is God.
Fidelity Sector fund rankings have been long Brokers and Investment Mgmt. for well over a month. Good stuff.
We NEED those leads!
V and ORLY are the only large caps I can find (that pass my screens) that have decent entries coming up.
Thx, Fly.
WDAY has April 10 lock up expiry.
Wday owners are former Peoplesoft owners: winners
Was researching it last night. Very strong growth. Lock up info just an fyi.
How about profiting from the refrigerant reclamation boom caused by the EPA ? R-22 is the newest freon that is jumping because it is getting phased out worldwide. (years now)
ARG is the large cap, HDSN is the micro cap.
There is a Feb 28 article by a certain publication that explains it. ( published by S …….. A ….. and if I link it; I go to moderation land.)
Best play on refrigerant was to have purchased as much pbysical pproduct as you could afford 2 years ago. Your gains would now be north of 1100%
Sheesh typing on the phone in bed not conducive to correct spelling
Re; R22. That play is not done yet.
PBCT
BRK-B, the ultimate old man stock, and WM.
Come to the dark side with me.. There are so many opportunities here; you can short copper, steel, rare metals, emerging markets, russia, china, canada.. there is no end to this dark side paradise
I am short AG and jcp
BBRY received an order for 1 million BB10 smartphones today fro one of its partners. Assumming the order was from AT&T who just started taking preorders yesterday, other carriers are sure to follow suit. With a short interest of approximately 30%, we could see BBRY experience a great short squeeze!
I can only offer two large caps that look attractive, fundamentally and technically:
BBBY (not Blackberry) 4.8% short interest
STX: has 10% short interest, and 4.4% div yield
Full Disclosure: I am a @#$@## Piker!!!
Still long AMMO, MAGS and AR15 until the cows come home, which may be never by the looks of it.
Try small cap ideas:
Renewable Energy Group biodiesel RINs at record levels, sets up great margins for 2013, in combination with tax blender credits:
REGI — “Value of Advanced RINs, which include biodiesel and Brazilian sugarcane ethanol, at a record $1.08.”
http://washpost.bloomberg.com/Story?docId=1376-MJI2S91A1I4H01-4G2IO7MDCII99II461ADDMCP58
What about picking an industry or sector ETF? I bought the retail SPDR yesterday with the proceeds from my VHC sale because its MTD return was 2% below its historical averaage for March and the overall market will be strong until Tax day. Upside wont be great but is more productive than cash.
What about GLW?
I recently stepped into some RLGY. They have a side in 21% of every residential real estate transaction in the US of A.
“…all residential real estate transactions…”
A game.
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