Stocks I like
I reviewed 500+ stocks this earnings season. Given the shifting prognosis for the economy, I wanted companies with strong sales/earnings growth and solid margin growth. I also looked for growing cash positions - I want a company with a strong balance sheet.
23 stocks in particular spoke to me. O fthese, I will be choosing my portfolio
TELECOMMUNICATIONS
AMX - buy buy
CBEY
S - Only because they are a buyout target
OFFSHORE
INFY
ENERGY
Each of these companies are cash machines seeing strong forward momentum.
ESV - buy buy
MDR - buy buy
GRP
TTI
ATW
CLB
BIOTECH
HOLX
ILMN - Buy buy buy
IMA
DIGE
AEROSPACE
PCP - Buy buy
FINANCIALS
OCN
HIGH TECH
TRID - Buy buy buy
UCTT - buy buy buy
IDCC
NUAN
CTSH
OTHER
NTRI
23 stocks in particular spoke to me. O fthese, I will be choosing my portfolio
TELECOMMUNICATIONS
AMX - buy buy
CBEY
S - Only because they are a buyout target
OFFSHORE
INFY
ENERGY
Each of these companies are cash machines seeing strong forward momentum.
ESV - buy buy
MDR - buy buy
GRP
TTI
ATW
CLB
BIOTECH
HOLX
ILMN - Buy buy buy
IMA
DIGE
AEROSPACE
PCP - Buy buy
FINANCIALS
OCN
HIGH TECH
TRID - Buy buy buy
UCTT - buy buy buy
IDCC
NUAN
CTSH
OTHER
NTRI
posted by Andrew at
9:42 PM
6 Comments:
"rdy" is a good one for long term holders.
Is the 23rd stock a secret?
;-)
In the energy sector, what are your thoughts on any of these as cash-flow investments?
FGP NRGY NGT VLCCF ERF BPT
What do you think about the following:
1. RVBD
2. SBUX
3. AKAM
4. RPTN
5. HPQ
6. QCOM
7. ARRS
Regarding ILMN, their 2007 earnings were around $1.11 est. before Solexa acquisition which is a healthy 50% growth. Post acquisition earnings are diluted to $0.86 est. which is only 13% projected growth.
Do you think market will be willing to pay 57x PE and 12x revenue for a 13% grower?
RDY is a leading Indian generics company. They have overcome obstacles by teaming with big Pharma in supplying generic versions to Merck and others. It's an interesting business model with strong growth prospects but right now all I see is hype.
Sadly, there isn't enough financial data for me to form a solid opinion
------------------------
23rd stock was CSH
-------------
FGP/NRGY - Propane distributors. Pass.
NGT - Besides a great dividend (9%) I don't like them. Stock has been flat for 2 years even with a major NG price hike last year. Even if NG prices go up, they may not benefit
VLCCF - Oil shippers offering a 15% dividend. But the stock never really advances. OPEC is threatening to cut production and I wonder if they can charge the same rates if there is excess shipping capacity.
ERF - Another large (10%) dividend company. This one is a Canadian investment trust, and they have been subject to new taxes.
BPT - Also a large dividend stock (9%)> I don't like BOT because they are about to get heavily criticized for their Alaskan operations and will be hurt by the proposals.
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