Muwis123, you asked about my favorite investing ideas.
Hard question for me.
Stocks that I'm enamoured with when I buy them - favorite stocks at the time I buy them - often seem to be just the ones that don't work out so great. (GTI and ABS being only two examples.) And the stocks that I'm iffy about when I buy them, well those sometimes just are the ones that eventually have the biggest upside moves. After they've moved up, I'm happy of course, and they become my favorites in that sense. Possibly not much interest for a value hunter then though, because the stock(s) would've already made a move.
I guess I could also say my favorite stocks are the ones I'm buying now - my attention's focused on them, and I'm somewhat more clear about why I'm buying them vs. my lesser interest in some boring stocks that've been in my portfolio for months or years.
I would say my favorite stock ideas now are oil related. I mentioned a few such stocks here again recently. I continue to make small adds now to my oil positions almost every day.
Not necessarily favorite ideas, but I'm willing to make some small speculative bets on some non-value stocks that might do okay over the next few years. I've added to CZR (diverse gambling interests), DTV (I like the service), ATK (bullets and other military projectiles), and I recently started a position in SYK. (Perhaps I am also trying to reduce some seller's remorse - I sold BMY spinoff ZMH too soon (and have held BMY too long). Still, I bet the high p/e orthopedic stocks will hold on to those high p/e's somewhat even as earnings continue to increase (I hope.))
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Muwis123, what might be some stocks that you are buying now or that you might characterize as your favorites? |
