Hi Mike: I've put out my ideas (stocks I've been buying and selling)- for most of what I've been doing - Doesn't seem that the choices have been very popular or profitable for others. :>( Nevertheless, even though I am an expert stock picker -g-, the thread is indeed very fortunate to have a group of very superbly talented (or lucky -g-) people who have been willing to share and who have really helped all of us increase both our prowess and our profits.
I still own all the stocks which I've said on the thread that I bought. My intention has been and is, to discuss my stock buys only once then move on - unless someone picks up on the stock (like DRKN, which you all are probably sick of by now -g-); In total, I have more than 40 different issues distributed over several portfolios. If someone has read the thread and read my posts, they've seen my ideas, so I'm reluctant to go over each stock again. Selectively though, here is some info. which I have not posted:
I've added to a long-term position in BMY this week, as the stock has dropped from a very lofty multiple to just lofty. Also I have added a little last month to my position in BLOCA which I've owned for several years also. I've sold half of my short-term stake in GBOT which I thought could be a value stock, but now I'm not sure is. At current prices, I've recently added just a very little to my position in SRM. (original stake purchased at much higher prices.) I hold KLM and several regional bank stocks (yield plays). In the contract manufacturing sector -followed by many on this thread also, I too have been adding to my positions in SFLX below 11 and ELAMF when it bottomed out a few months ago. (I've provided this thread with my write-up of ELAMF last year). I'm selling scale-up out of long-term positions in WNC and averaging down into BNO (bought more BNO this week). I took profits in some ABT @ 63 level last month.
You can see I have mix of well-known large caps as well as some that are not so "popular"... or large .
I'm in all these stocks for a bunch of reasons -- some of which I'm not sure I can explain clearly even to myself. (In other words, I too make no recommendations here. It's my attempt at a disclaimer...although I like James' disclaimer better ... )
Somewhere in the last 10 posts there is some very good information. All we got to do is find it and act on it! regards all, Paul |
