OT. Perhaps some irrelevancies. Here are some stocks I hold that haven't been mentioned on the thread in a while. I just feel like listing a few on a slow market morning for me.
Airlines. Aside: Law of unintended consequences: Continental says, okay government regulators, you going to fine airlines up to $27,500 per passenger if airline flights are delayed three hours and passengers can't get off, then we at Continental will just cancel the flight if we see that about to happen. And of course since planes are already booked pretty solid, trying to rebook all those passengers could mean delays of days for our passengers.
finance.yahoo.com
Airlines: Still holding, although may be time to exit: AMR, ALK, ALGT (my fav)
Raw Materials. Holding Quadra Mining (QADMF.pk). Not sure what to do with this one, so I hold. Holding also FSIN, IPHS, X, SID, AUY, WLT, others.
FMC - a favorite. I like that lithium. Not a value as when it was discussed here last year and $15 lower. I may add if it breaks to new highs. Otoh, my favorite stocks often turn out to be losers for me. (And if you keep adding on the way up and don't taking profits when times are good, it shouldn't be a surprise.)
Restaurants/food service: Holding MCD, SDXAY.pk
China housing: From M. Whitman '08 discussion here and subsequent: still have CDEVY.PK CHEUY.PK WHLKF.PK SUHJY.PK CHLN
TAXI. I have had a position (varying amounts) continuously in this company since 2001 when it was first brought to the thread. And it's been about nine years since the last post here. -g- Anyway, recently I bought a few shares to up my sold down position. Company makes loans to people (or companies) to buy taxi medallions (the right to operate a cab), primarily in NYC. Default rate has been typically low. Price appreciation of medallions has outpaced USA stock market, art market, etc. (if I recall). Nice div. on the stock.
Tobacco: still holding RAI AOI PM MO BTI
Money lenders: WRLD, EZPW
Big name insurers: TRV, PRU.
Obscure(?) insurers: NWLI, ANAT, Y
Bond funds: HYG, LSBRX, PHB, more
South American banks: CIB, BBD
Diversified manufacturing/construction: NWL, APD, GEF, LXU
Clothing: My positions in this sector are SKX NMCTF.PK FUQI FL DLIA ARO . ANF on my watch list for a short: I've no courage for it though.
Healthcare: Here are a few I'm holding that others here may still hold too that have not been mentioned recently: CNC MPW LTC FVE SUNH ENSG.
I've got more stocks that haven't been mentioned in a while - bdc's, utilities (water,gas, elec), tech, auto, aero, but I've now got tired of sorting through my lists -g-. |
