Lets talk stocks

[Lestat]

Here is what I own:

QCOM
DWA (just added at $30)
SIRI


Not too diverse, but its all made me a lot of money and I think all three have room for growth.

What are some other stocks that have room for growth in your opinion and why?

I'm now looking for some cheaper stocks, QCOM and DWA are both up there, not like GOOG or anything, but still buying 1000 shares at $30+ a share takes a chunk out of the savings.



I also am a fan of picking up solid stocks that have just taken a huge short term hit. Most solid companies will recover and then some.

 

[MattTheSkywalker]

I invest conservatively in stocks. Not really my bag. Execs are too shady.

I read a lot of 10-K's,but rarely actually buy. I'm more of a property guy, and I want to invest in more private companies, but that is hard.

 

[Lestat]

anyone else?

 

[chase152]

I daytrade soi I never have anything sitting in my account... Just buy and sell. Makes me feel better. Hate having something that flops in the morning. If I sell for a profit I don't have to worry about what the company is doing. I used to hold SIRI though. Bought at roughly $2.18-$2.75. Sold the day it flopped and lost about $1.00 when some investor put out a damaging article on them. Still made about $12000

 

[Alright123]

uranium stocks took a hit this week but its going to explode next week when spot prices jump up

CCJ is a stock to watch, right now would be the perfect buying opportunity. Good stock for day traders also. I am strictly in the energy sector as far as stocks go these days.

 

[gotmilk]

I like Dell right now even though they had their smallest annual growth in the last decade.

$14 Billion in cash has forced Dell to think of better ways to invest.

Dell will start financing their own leasing program instead of using CIT group to fund leases. That equates to increased revenues and net earnings for Dell.

Dude

 

[MattTheSkywalker]

I like Dell right now even though they had their smallest annual growth in the last decade.

$14 Billion in cash has forced Dell to think of better ways to invest.

Dell will start financing their own leasing program instead of using CIT group to fund leases. That equates to increased revenues and net earnings for Dell.

Dude

Don't you think the recet IBM Lenovo deal will effctively limit Dell's access to many emerging markets?

 

[gotmilk]

No, because Dell and IBM cater to two different customers. IBM is focusing on higher tier corporate customers....Dell is still looking for personal clients.

I'm not sure Lenovo understands the US customer. Dell was thrashing IBM for laptop sales for a reason..plus Dell was slowly stealing some of IBM's corporate clients like Kmart and various state government services.

I was surprised Lenovo bought into IBM considering Dell has such a huge market command for personal computers.

Dell beat earnings by only 3% but is sitting on $14 Billion cash. They refuse to offer a cash dividend, will not buyback shares because that's a waste considering the current os.

Kevin Rollins watched IBM rake in some serious cash by self-financing leases...I guarantee that's Dell's next step.

 

[gotmilk]

I like Disney too now that ABC is generating better cash flow. Disney overpaid for ABC and ESPN but the increased ratings are starting to pay off. Extreme Home Makeover was a brillant idea.

Disney was beaten down severely over the last three years.

 

[chase152]

For this week. Watch KKTI...

 

[Devastation]

sup is beaten down right now. aluminum prices are subsiding which will greatly benefit them next year. still profitable, no debt. automotive manufactures should have some resolution with their pension situation and add stability to their stocks which in turn should benefit sup.

and google actually is a cheap stock right now. i bought some after they came out with their earnings a couple weeks back

 

[MattTheSkywalker]

No, because Dell and IBM cater to two different customers. IBM is focusing on higher tier corporate customers....Dell is still looking for personal clients.

I'm not sure Lenovo understands the US customer. Dell was thrashing IBM for laptop sales for a reason..plus Dell was slowly stealing some of IBM's corporate clients like Kmart and various state government services.

I was surprised Lenovo bought into IBM considering Dell has such a huge market command for personal computers.

Dell beat earnings by only 3% but is sitting on $14 Billion cash. They refuse to offer a cash dividend, will not buyback shares because that's a waste considering the current os.

Kevin Rollins watched IBM rake in some serious cash by self-financing leases...I guarantee that's Dell's next step.

I meant that emeerging markets will be outside the US, where the growth in demand for PCs will be greatest.

Dell will be #2 to Lenovo - IBM by a wide margin there. And while IBM / Lenovo might not understand the US customer, the US customer is buying fewer PCs.

If Dell is all about the PC market, who are they going to self finance to?

I'm not crazy about Dell. I think they are a great entrepreneurial story and I admore Michael Dell a ton, but I am not going to give them any of my money.

 

[Alright123]

For this week. Watch KKTI...

Why ?

 

[gotmilk]

I meant that emeerging markets will be outside the US, where the growth in demand for PCs will be greatest.

Dell will be #2 to Lenovo - IBM by a wide margin there. And while IBM / Lenovo might not understand the US customer, the US customer is buying fewer PCs.

If Dell is all about the PC market, who are they going to self finance to?

I'm not crazy about Dell. I think they are a great entrepreneurial story and I admore Michael Dell a ton, but I am not going to give them any of my money.

I think Lenovo's goal was to access IBM's sales in Europe. However, IBM lost some ground in Europe while Dell's European sales grew by 10% last quarter.

Dell's governmental sales also grew by 13% last quarter.

I think they are going to finance their customer base versus allowing CIT Group to finance the leases. After all..who keeps buying all these computers from Dell? They had a net of over $900 million for the quarter alone.

 

[gotmilk]

Why ?

Probably because some promoter received shares to pump the company. KKTI is a massive toxic funding scheme where they keep selling unregistered shares. The agreements are in the company's recent SEC filing....

 

[Alright123]

Probably because some promoter received shares to pump the company. KKTI is a massive toxic funding scheme where they keep selling unregistered shares. The agreements are in the company's recent SEC filing....

This is pretty much a pump & dump operation ?

What do you mean by "massive toxic funding scheme" ? Thank you

 

[gotmilk]

What do you mean by "massive toxic funding scheme" ? Thank you

People who loaned the company money have the ability to call in their loans for shares at 50% below the current trading value.

However, in order to dump their shares....they need newbie buyers to sell to..

Their recent filing shows all the outstanding loans and notes..and the company admits to selling unregistered shares.

 

[chase152]

Well I'd beg to differ on whether there is still selling. And with each MM currently holding 13,000 shares each, with no selling this should see huge gains.... Just my .02

 

[MattTheSkywalker]

I think Lenovo's goal was to access IBM's sales in Europe. However, IBM lost some ground in Europe while Dell's European sales grew by 10% last quarter.

Dell's governmental sales also grew by 13% last quarter.

I think they are going to finance their customer base versus allowing CIT Group to finance the leases. After all..who keeps buying all these computers from Dell? They had a net of over $900 million for the quarter alone.

Well, someone's ben reading the 10-Ks.

But not me. I'm not much of a stock investor. Thanks for the info, though.

 

[gotmilk]

Well, someone's ben reading the 10-Ks.

I've been folowing Dell because they are looking into opening an office in Maine. My numbers were off according to the Wall Street Journal. Their Asian sales jumped 19% for the quarter and European sales 22%....

Gateway took a crap with emachines....HP is dying a slow pc death...and IBM is looking towards Europe. Who's left? Sony Vaio which are really good...

 

[gotmilk]

Well I'd beg to differ on whether there is still selling. And with each MM currently holding 13,000 shares each, with no selling this should see huge gains.... Just my .02

You don't have a clue what the market makers hold for inventory. If you paid attention to the company filings, you will see they owe far more money than they can generate..which is why they are using shares for services such as paid promoters and toxic funding.

You remind me of the tools pumping Casavant Mining. Jeffries dumped 111 Billion...yes...BILLION...shares into the market from a long seller who had a toxic funding CD...

 

[Alright123]

KKTI did have a huge day today.

 

[gotmilk]

KKTI did have a huge day today.

They will continue until the box scheme unloads their next shares into the market.

You can make money on pumps...but once the next batch of shares are unloaded...it becomes another dump.

Hell...QBID hit 5 cents from .0001 once

 

[chase152]

They will continue until the box scheme unloads their next shares into the market.

You can make money on pumps...but once the next batch of shares are unloaded...it becomes another dump.

Hell...QBID hit 5 cents from .0001 once

There is a way to find out what the MM's are holding jerkball, so in all actuality I do have a clue. On top of that it is common practice in the OTC markets for a company to pay for business related services with shares... So you go get a clue. Just about all OTC stocks are pump and Dump. That's why only 5% or so ever go fully reporting. Learn what you are talking about before you speak.......

 

[gotmilk]

And with each MM currently holding 13,000 shares each, with no selling this should see huge gains

There is a way to find out what the MM's are holding jerkball, so in all actuality I do have a clue. On top of that it is common practice in the OTC markets for a company to pay for business related services with shares... So you go get a clue. Just about all OTC stocks are pump and Dump. That's why only 5% or so ever go fully reporting. Learn what you are talking about before you speak.......

You know..I'll cut you some slack since you are a newbie here....but you should learn about what I do for work before you call me a "jerkball."

In the end...KKTI is nothing more than a momentum play moving higher from a recent pump.

And the market makers for KKTI are not sitting on 13,000 shares of KKTI each.

 

[bdog527]

MO

XOM

 

[Alright123]

MO

XOM

what about it MO and XOM ? is there something we need to know ?

 

[superspud]

QBID was a gold mine probably 1 out of 100 micro's that actully hit and take off.

 

[bdog527]

what about it MO and XOM ? is there something we need to know ?

Nothing special really.

My answer was in response to Lestat's question about what stocks are currently undervalued and have potential for long term growth.

In my humble opinion both MO and XOM are great picks for a young guy like Lestat and myself and others.

Both are trading around 14x earnings which is below the market average.
Both offer good dividend yields which can be reinvested.
Both are solid large cap companies with solid growth potential.

The added bonus with MO is that the execs are currently trying to get the corp. split into three separate companies (Kraft,PhillipMorris and PhillipMorris Intl.) If that happens it should drive the share price of the stock up substantially.


Like I said just my opinion but I am a big fan of dividend paying undervalued stocks and they make up about 75% of my portfolio.

 

[bdog527]

sup

and google actually is a cheap stock right now. i bought some after they came out with their earnings a couple weeks back

Google has been very good to me.

 

[bran987]

Nothing special really.

My answer was in response to Lestat's question about what stocks are currently undervalued and have potential for long term growth.

In my humble opinion both MO and XOM are great picks for a young guy like Lestat and myself and others.

Both are trading around 14x earnings which is below the market average.
Both offer good dividend yields which can be reinvested.
Both are solid large cap companies with solid growth potential.

The added bonus with MO is that the execs are currently trying to get the corp. split into three separate companies (Kraft,PhillipMorris and PhillipMorris Intl.) If that happens it should drive the share price of the stock up substantially.


Like I said just my opinion but I am a big fan of dividend paying undervalued stocks and they make up about 75% of my portfolio.

if those are the stocks that float your boat, I have a few others for you that are arguably undervalued and pay dividends.

WMT
BUD

but look to small caps with 1) little to no debt and 2) the same competitive advantages and 3) high inside ownership if you want to be the guy who has earned 5,000 times his money since WMT in the 70's or a couple thousand times his money in XOM or MO or JNJ, as these companies will now no longer give you those kinds of returns. The above characteristics will the inherent risk in small caps and are how lots of the big companies today began. The biggies are great for a portion of your portfolio but you gotta juice it with some others I LOVE your attitude about dividends, in fact there is an unbelievable article about dividends I want you to read:

If you can find a good solid stock that increases dividends on average ~10-11%/year, (like JNJ and Pepsi have etc.) in 20 years you will be earning an annual dividend of anywhere between 50%-100% on your original investment, plus capital appreciation. (yeah I know you gotta account for inflation but..) That's pretty amazing.

http://www.fool.com/news/commentary/2005/commentary05031402.htm

My favorite small cap right now is:

BWLD (buffalo wild wings) it's a different kind of Wing place if you've been, 300 stores open, no debt, opening 150 stores per year purely out of free cash flow and franchising, with a goal of 1,000 stores 5 years from now, awesome place and just got hit by 1 bad earnings report which means nothing. Almost all great stocks have dropped by 50% multiple times in their life to go on to mega returns. I see it as at least a triple over the next 5 years. The P/E is high because they had a bad earnings report and the price dropped but it will rise again and with a 30% growth rate it deserves a 30 P/E at this stage. I always buy a bit when it dips below $30.

Net Sales

2001 $74 mil
2002 $96 mil
2003 $127 mil
2004 $170 mil
1st quarter 2005 revenues $50 mil

Profitable but keeping net income below $10 million/year as most all money is going into expansion as it should be.

motley fool is a big follower of this stock, I am a pretty big fan of theirs they have made me lots of money and I learn a lot there about the great stock investors of our time like Lynch and Buffett. I'm not into penny stocks at all I don't have the resources or risk tolerance level to play that game.

 

[gotmilk]

I'll be interested to see what happens to Walmart if they are forced to restate earnings. They were booking inventory as actual sales.

 

[bdog527]

Bran that article pretty much sums up why I like dividend investing so much, nice read thanks.

As far as other dividend generating stocks I also have BUD,JNJ,UPS,DUK,UU and Annaly Mortgage Management.

I have Vanguard's selected value fund for my mid-cap stocks which has done very well for me over the past few years.

Thanks for the tip on BWLD, we have a couple of those where I am and I am there all the time. Maybe it's time for me to own some! I'm a little hesitant to get into small caps because I really don't know what is good and what isn't. I do have Dick's Sporting Goods but that's about it, I guess it's time to look more into it. Thanks for the tip.

 

[bran987]

Bran that article pretty much sums up why I like dividend investing so much, nice read thanks.

As far as other dividend generating stocks I also have BUD,JNJ,UPS,DUK,UU and Annaly Mortgage Management.

I have Vanguard's selected value fund for my mid-cap stocks which has done very well for me over the past few years.

Thanks for the tip on BWLD, we have a couple of those where I am and I am there all the time. Maybe it's time for me to own some! I'm a little hesitant to get into small caps because I really don't know what is good and what isn't. I do have Dick's Sporting Goods but that's about it, I guess it's time to look more into it. Thanks for the tip.

I own Annaly as well! It is one of the most well run mortgage reits and at a 10% dividend who can argue lol. but I'm not as sure of that dividend being safe as I am on a large cap obviously. Something in the back of my mind tells me it can't hold up but oh well. I have a bit of BUD but I'm not buying anymore as Warren Buffett seems to be buying up part of that company and I own a share of his little company too.

 

[bran987]

I'll be interested to see what happens to Walmart if they are forced to restate earnings. They were booking inventory as actual sales.

wow, for how long?

 

[gotmilk]

wow, for how long?

Rumor was WalMart has been doing this for almost 10 years. There was a great story in the Wall Street Journal about this last year.

Kmart used to do the same and this came out right before KMRT filed a lawsuit against one of their past vendors. The same vendor stated that WalMart was waiting 35 days to pay their invoices but booking sales immediately.

WalMart repsonded by stating they did book inventory as actual sales but planned on changing their ways as soon as possible.

Hence....Kmart stock jumped immediately and Walmart dropped almost $10 the week the story came out...

Some analysts believe WalMart may inflate their annual revenues by almost 30% using this method of booking sales

 

[bran987]

Some analysts believe WalMart may inflate their annual revenues by almost 30% using this method of booking sales

unbelievable that it is not more transparent to see. 30% is what... $90 billion in sales?

 

[gotmilk]

unbelievable that it is not more transparent to see. 30% is what... $90 billion in sales?

Not sure....see the thing is, the stuff gets sold eventually anyhow.

Dell is facing the exact opposite right now. Dell can collect payment immediately and wait 35 days to pay creditors. Dell books sales when they pay off their vendors (35 days after point of sale).

Yet...if Dell starts financing their own leasing program, the company can no longer post sales later and must book the sale immediately.

Funny thing about WalMart...all the retailers do the same. Eddie Bauer was one of the worst. LL Bean had to restate sales from $1.4 Billion to $800 Million recently. Bean's was booking inventory as sales once it left the store, but was not deducting returned inventory. Plus, rejects being sold at their "flawed" store were being booked at full value even though the stuff goes for 50% below actual tagged price.

 

[bran987]

Plus, rejects being sold at their "flawed" store were being booked at full value even though the stuff goes for 50% below actual tagged price.

I checked, WMT has $300 billion in sales so 30% would be $90 billion. yikes.

However, yes that stuff does all eventually get sold as you said. Most of what you posted just sounds like creative accounting that you can argue should be restated or not. The last part you said (the part I quoted) just sounds like total fraud!

 

[Redshoteye]

Invested in Sirius Radio recently.. Cheap right now only competition is XM and they have Stern on lock.

 

[sawastea]

This deserves a nice bump. What's in everyone's portfolio now-a-days? GOOG is looking @ 350, while my company has shown great growth in the past 52 weeks and we're trading at a high. Wall street is buzzing on a few stocks right now, which have also been mentioned on fool.com/cramer/MW/Bloomberg. Good 2Q05 for several companies this week and next week should look the same for some techs/blue chips.

 

[gotmilk]

I daytrade soi I never have anything sitting in my account... Just buy and sell. Makes me feel better. Hate having something that flops in the morning. If I sell for a profit I don't have to worry about what the company is doing. I used to hold SIRI though. Bought at roughly $2.18-$2.75. Sold the day it flopped and lost about $1.00 when some investor put out a damaging article on them. Still made about $12000

The only $12000 you made was scamming people here...and your ass will probably regret that move

 

[gotmilk]

I picked up some Pixar when Lestat mentioned it. I'm going long on it though because there is a Disney/Pixar connection with their BOD.

I see Disney trying to buy Pixar someday and with Steve Jobs ill, he'll cash out if his health does not improve.

Plus, great profit margins for a company that does not make many movies.

I have Dell, holding Kmart from the $30's to $70's, and hold Las Vegas Sands stock that I picked up in a private placement.

BankNorth Group too because I figure they will eventually sell their 49% to Toronto Dominion.

I forgot to add Apple. I mentioned this earlier. They are switching to Intel processors in 2006. Already announced it.

 

[Devastation]

my largest position is goog where i bought in at an avg price of 242.26

followed by:
mo
mot
adp

and then talx, which i bought at $35.03, but i only have 250 shares. prolly should have bought more. we'll see

 

[bdog527]

Currently holding in order from largest to smallest:

UNH
AIG
SHLD
PDC
GGR
CAFE
BWLD

GOOG was my largest position but I sold around 300. GOOG was very good to me.

I've shifted my portfolio around substantially as of late.

 

[flex229]

i have owned for years: BUD, XOM, TXN, HD

 

[bran987]

my largest position is goog where i bought in at an avg price of 242.26

followed by:
mo
mot
adp

and then talx, which i bought at $35.03, but i only have 250 shares. prolly should have bought more. we'll see

sold awgi?

 

[Devastation]

sold awgi?

lol yeah. sold $2.50 too early . still made 25% on it tho

thanks bro