Some nice stocks there. Pity that that many were not able to be chosen when they were first mentioned here - when several of them were at much lower prices. (OTOH, maybe they were bought then and contestants still like them.)
Very sorry I didn't step up to WLS anywhere or anytime during its great run. After watching it for a short time @ $14, it quickly scooted to $20, where it seemed to me I missed it. I missed it all right - only because I failed to step up and buy anytime and anywhere during its subsequent continuing run. Now at $50.75 and with p/e of about 9 according to Yahoo, there may STILL be money to be made with a purchase. My failure here has caused me to look at other small publicly-traded Southern California homebuilders, BHS being one.
Also sorry I didn't buy GTW when I mulled it over here. It was then a no-debt, below-cash play. (Cash now $3.61/sh with stock at $5.75.)
Surprised to see grocery chains SWY and ABS on a list. Some of your friends/family must be talking to each other about this sector. I wouldn't have expected teenagers who might(?)be involved in these selections to pick such mundane businesses. I would've guessed maybe ANF or something tech that's more hip/in. (I'm still holding my positions SWY, KR, and ABS.)
Many of the stocks on the lists are selling near or at highs. For me then, it's hard to justify a buy on those. Ones that might work for me are WM (which I recently have added to) or SUNW which has cratered yet again, and so might be interesting from a contrary perspective. I see some other stocks on the list which I have - I consider those holds at this time.
Right or wrong, jmo.
Paul Senior |