Some stocks mentioned here that I put on my watch list and kept watching when I shoulda been buying or holding. Any current opinions on these stocks now?
BAX. (I sold at 25, it's now 27.82). Mistake to sell? Stock still seems overpriced to me based on historical numbers I looked at. But too much focus by me on past years' performance, not enough on future??
ICPT. I'm still out. Earnings disappointment reported, but Chair./CEO is planning to submit a bid to take company private. Stock ($10.57) has moved up from the press release date(price was under $9)
SNV. I sold about $23; stock has climbed to $28.
SGH. A Wallace Rivers pick, I believe. Stock's maybe doubled since mentioned here, but mostly flat since June; still provides a div yield over 11% though per Yahoo. (Who says good capital gains and high dividends are incompatible? -g- )
IBC. Have it on my list for couple years maybe. Wouldn't spring for shares when price was much lower. Anyone with an opinion on the company/stock now?
IAL. A Buffet type. I sold my exploratory position. Stock now near annual high. If US economic recovery on track, possible that IAL could see all time highs of$30-35 or more again.
VC. A TimbaBear selection. In early Nov. Ford reported it was changing some agreements with its spinoff, VC, to increase VC's potential competitiveness. About a week ago stock popped substantially on brokerage upgrade. Stock down today on news that CEO-elect won't take job. Still a nice gain from late Aug. when stock was mentioned here (~6.45 to 8.43 now)
LVB: I'd guess this stock ought to be topping by now. There's got to be a limited market for their piano's. (Or so I guessed when the stock was about half its current $23/sh)
OSTK: This internet retailer of close-out merchandise really fluctuates on news. CEO- Byrne the Younger- bought more in August. Stock up today on his TV interview. (I am guessing this is the reason) Once again I look at the stock, and it still looks too expensive.
TJX. A Grommit suggestion. From memory, I believe the stock's now up about 18% since mentioned here. Strong company, forward p/e about 15-16. Might still be worth a buy at current price, although it still seems expensive to me.
(Aside: I see HUG, also mentioned by Grommit at that time and others, has moved up very strongly recently. Looks roughly like about 20 to 45 with last 10 points coming since October.)
KFT. (A Larry S. buy). Stock has moved away from me. If no surprise news and if I can get it under $30 (now $31.67), I might start a small buy.
NWL. Several of us saying we're looking at this one. I'd still like to buy my first shares around 20 or better. Stock is up only about 1 1/2 points from its 52-week low on 9/26. If next quarterly report is negative, I may get a chance to buy at lower price. If report positive, I may have to raise my buy price if I want shares.
XOM. Mentioned here, but no real interest. Maybe Exxon isn't a bargain, but given its size (dominance) and current p/e and div. yield, it might still be okay at current price for a conservative bet in the oil sector.
FIT. I mentioned it, but I was too hesitant. I missed my first price and wouldn't step up a bit (15c more to $4.90) Dag-nabbit! Stock now at $5.61, still below cash. I'm still watching for my price.
TE. Mentioned by Grommit last year. I'm out now, but would consider a return. Difficult company to evaluate especially because they're in transition. In my first foray I assumed dividend would not be cut further. Not so sure now. Stock below stated book value (which maybe is meaningless).
Any comments about these stocks are welcome.
Paul Senior
Not a complete list, some "facts" from memory, and finally, I just got tired of writing.
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