Little Bit of an Overview
I'm wishing we would have taken BOT a little more seriously when it was brought up a couple weeks ago after the huge boost they got today. I don't remember all the stocks we talked about last night, but I'll put up the ones I recall. If you've done some research, add comments to this post if you have anything you want to say regarding the stock(s) of interest.
USG - United States Gypsum - Buffet's sunk a couple hundred million in this one hoping it will turn around once the housing market gets its feet back under it. I happen to agree.
HET - Harrahs Entertainment - Brought up due to acquisition talks between them and two private equity firms. The current bid is at $83.50 a share, but it could take months for the process to clear as licenses are granted to all the parties involved.
NBR - Nabors Industries - In a similar position to Harrahs. Rumored LBO candidate on the street at $35 per share. They have solid fundamentals and a steady business line once oil prices get back over $65.
MO - Altria - Granted an appeal on one of their outstanding lawsuits which will be another step in the litigation clearing that would allow them to spin off Kraft.
CKP - Checkpoint Systems - This one I did not present, but one that I have grown to like over the past week. It would make a decent tech play, and I feel they are relatively undervalued with solid fundamentals and a sound business model. I'll shoot something more out over the weekend on them. This year may not be so hot for them, but I think they will rebound big over the next 4-5 months
Any stocks I may have missed, either log in and post them on here, add them to the comments, or shoot me an email, and I'll post them.
Inflation was higher than expected today dropping the market, but we're still going to 12,000 and beyond. MOT also got clipped, and may be ripe for a come-back after a couple weeks.
Joel
USG - United States Gypsum - Buffet's sunk a couple hundred million in this one hoping it will turn around once the housing market gets its feet back under it. I happen to agree.
HET - Harrahs Entertainment - Brought up due to acquisition talks between them and two private equity firms. The current bid is at $83.50 a share, but it could take months for the process to clear as licenses are granted to all the parties involved.
NBR - Nabors Industries - In a similar position to Harrahs. Rumored LBO candidate on the street at $35 per share. They have solid fundamentals and a steady business line once oil prices get back over $65.
MO - Altria - Granted an appeal on one of their outstanding lawsuits which will be another step in the litigation clearing that would allow them to spin off Kraft.
CKP - Checkpoint Systems - This one I did not present, but one that I have grown to like over the past week. It would make a decent tech play, and I feel they are relatively undervalued with solid fundamentals and a sound business model. I'll shoot something more out over the weekend on them. This year may not be so hot for them, but I think they will rebound big over the next 4-5 months
Any stocks I may have missed, either log in and post them on here, add them to the comments, or shoot me an email, and I'll post them.
Inflation was higher than expected today dropping the market, but we're still going to 12,000 and beyond. MOT also got clipped, and may be ripe for a come-back after a couple weeks.
Joel
posted by Miami at 11:50 PM
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