Anializer - i like the way you approach stocks and buy profitable companies at below tangible book when. From you list I like MPW and will look at it.
OCNF I disqualify because of the weird sharebuying agreement with Ya Global , as they seem to use that as an ATM to pay bills and they use that ATM every day. i'd rather go with other shipping stocks, as there are plenty. So far I only own SBLK in this space. I don't understand the shipping secotr well, though. Some companies still show good profits, other show losses - maybe the difference between LT charters and spot charter? I think they are a good way to play the economic rebound in China.
Stocks I own- consumer staples: UL, NSRGY, PM,BTI
Medical; MCK, COV, KND, BDX, CAH, AOB
Utilities: SWX,AEP, HOO, AWK
other: SBLK, GTE
I did sell out CPO and TOT and a lot of other stuff went out the window on the recent bounce. I traded some small cap stuff in the later stage of the rally but don't want to overstay the party .In 50% cash right now. I agree that we are overdue for a bounce. |
