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98Clubs
98Clubs
Joined: Jun 3, 2010
  • Threads: 51
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September 13th, 2012 at 8:38:51 PM permalink
1400 AT&T at 29.90 early this year. About 5.9% dividend and much to my surprise (NOT) 20% appreciation. About 11% pf weight.
I recently bought 700 Coach at $52 on a limit order. its doing OK, but the market vs. Coach hasn't settled. It might go back. 10.5% pf weight.

My core three CNI, GWR, and MCD are still doing OK after 8, 9, and 7 years respectively. Wish I could still hold AMX, but its still going nowhere after 9 months. Its time has passed.
Recent epitaph: Found dead by a Pokemon Go Player
SOOPOO
SOOPOO
Joined: Aug 8, 2010
  • Threads: 89
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September 13th, 2012 at 8:45:32 PM permalink
Here's my story. I am NOT an expert on picking stocks, I more do the 'throw a dart at a board' technique to diversify. I owned Enron. I owned GM. I own Lucent. I own Citibank. All big losers. But I used to make fun of my little sister calling her a "BAP", which really meant nothing at all. So I bought BAP, a Peruvian bank, 600 shares at $6 per share some years ago. It is now trading around $125 per share! I also bought my initials, SNP, a few years back at $20 per share. Been around $95 per share recently. Some up, some down...
steeldco
steeldco
Joined: Nov 30, 2011
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September 14th, 2012 at 5:41:18 AM permalink
98clubs,
You piqued my interest in AMX and a quick look shows a down year for 2011 and a lousy looking Balance Sheet. I can see why it has underperformed the markets.

Just out of curiosity, why would 2 of your core 3 be rails?

Lastly, in all honesty, my best experiences have been with small and micro caps. I tend to shy away from mid to large caps with the belief that I have already missed the large % moves. Just my MO though.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
Joined: Nov 30, 2011
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September 14th, 2012 at 6:53:47 AM permalink
Also as a FWIW, again, you won't see alot of picks here, unless they come from other members. My MO is Buy, Hold, and continually Re-assess.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
Joined: Nov 30, 2011
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September 18th, 2012 at 7:37:02 AM permalink
I see that one of our holdings was downgraded today. It's symbol is OPTR. Here is a cut n paste of their business profile:

Optimer Pharmaceuticals, Inc., a biopharmaceutical company, focuses on development and commercialization of pharmaceutical products. It offers fidaxomicin tablets, an antibacterial drug for the treatment of adult patients with Clostridium difficile-associated diarrhea (CDAD). The company sells its fidaxomicin products through wholesalers to hospitals, retail, and specialty pharmacies in the United States. It also has fidaxomicin under Phase IIIB clinical trials for the treatment of CDAD prophylaxis and CDAD in oncology patients; and under Phase II clinical trials for the treatment of pediatric CDAD treatment. In addition, the company has Solithromycin product under Phase II clinical trials for the treatment of respiratory tract infections; and OPT-822/821 product under Phase II/III clinical trials for the treatment of breast cancer. It has collaborative agreements with Cubist Pharmaceuticals, Inc.; Astellas Pharma Europe Ltd.; Par Pharmaceuticals, Inc.; Biocon Limited; Patheon Inc.; Cempra Pharmaceuticals, Inc.; Optimer Biotechnology, Inc.; Memorial Sloan-Kettering Cancer Center; and Scripps Research Institute. The company was founded in 1998 and is based in San Diego, California.

I would wait for a hopefull future fall to around $14 and then consider purchasing. I think that they are well undervalued. Their current drug is expected to peak around $500 million in annual sales. If none of the others, that are in various stages, are approved, then we should still see a minimum market cap of around $1 billion at some point and a possible high of $2-$3.5 billion should they be acquired (inevitable). It is presently around a $700 million market cap.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
Joined: Nov 30, 2011
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January 7th, 2013 at 10:50:03 AM permalink
Since the stock market is really the world's largest casino, I thought that I would update the picks that I had made and also to add one.

Here's the current data on picks previously posted:
Symbol Shares Price Mkt Value Price Paid Gain % Gain Annualized Gain
CKSW 1,000 $8.92 $8,920.00 $8.04 $872.00 10.83% 33.80%
OPTR 571 $10.32 $5,887.01 $14.00 ($2,114.99) -26.43% -91.01%
Total $14,807.01 ($1,242.99)

Doing ok on CKSW...not so much on OPTR. No worries however. They will both be moving up over the next couple of years.

I'd also like to add another pick today and that is SIMG, which is Silicon Imaging. Well undervalued here as MHL continues to gain traction.

Yahoo profile below:
Silicon Image, Inc. provides wireless and wired connectivity solutions that enable the distribution and presentation of high-definition (HD) content for mobile, consumer electronics (CE), and personal computer (PC) markets. The company delivers its technology via semiconductor and intellectual property products and services. It offers high-definition multimedia interface (HDMI) and mobile high-definition link (MHL) transmitters for mobile devices, such as smartphones and tablets; and MHL-to-HDMI bridges for docking stations and adapters connecting MHL mobile products with HDMI-enabled digital televisions (DTVs) and displays. The company also provides HDMI port processors for DTVs, AV receivers (AVRs), sound bars, and home-theater-in-a-box; HDMI transmitters for Blu-Ray players, STBs, and AVRs; and HDMI receivers for HD displays, such as projectors and PC monitors, as well as AVRs. In addition, it offers MHL/HDMI-to-HDMI bridges for HD displays, such as PC monitors and DTVs; digital visual interface receivers for HD PC displays, such as monitors and projectors; and serial advanced technology attachment controllers used in PC, DVR, and network attached storage applications. Further, it provides product interoperability and standards compliance testing services to manufacturers; and acts as an agent for promoting and administering HDMI and MHL specifications. The company sells its products to original product manufacturers of mobile, CE, and PC products directly in North America, Europe, Taiwan, China, Japan, and Korea; and through a network of distributors in North America, Asia, and Europe. Silicon Image, Inc. was founded in 1995 and is headquartered in Sunnyvale, California.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
TheBigPaybak
TheBigPaybak
Joined: May 14, 2012
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January 7th, 2013 at 11:20:41 AM permalink
Here's one for any fellow gamblers out there: Athersys (ATHX)

The stock is trading at 1.19 right now, with a 52-week range of .95 to 2.33. It's a biotech company primary focused on stem cells. While a few years ago, it may have been more of a laughing matter (stem cells???!!) the industry is actually starting to mature with *real* treatments coming online. ATHX closed a $100 million dollar partnership with Pfizer a few years back (payments ongoing based on milestones) so it's not all vapor. They also have a weight-loss drug where a partnership is expected to be announced in the next few months. They did a secondary offer at around a buck a share and have $30 million in the bank, so they have enough cash to fund their business for a few years. The interesting thing about them is that if only one of their initiatives pan out, then the sky is the limit and they could easily become a billion dollar company, no exaggeration. I've met the CEO and he's a sharp guy. Good action on the stock in the last few weeks. This is one to watch, one to gamble on, for those who like to gamble in The Market.
Lack of prior planning on your part doesn't constitute an emergency on my part.
JW17
JW17
Joined: Dec 30, 2011
  • Threads: 8
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January 7th, 2013 at 12:31:10 PM permalink
Loaded up on ZNGA (Zynga) last week @ 2.40 a share, jumped 9% already. Hanging on to it as they are making in roads to legal online gambling in the US and Europe.

That is my speculation pick for you.
steeldco
steeldco
Joined: Nov 30, 2011
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January 7th, 2013 at 12:41:13 PM permalink
TheBigPaybak, thanks but I actually have a bit of a similar company, ASTM, that's a little closer to bringing something to market (it has a product in phase III trials). At times I've become somewhat disenchanted with it and probably would not be interested in ATHX.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
Joined: Nov 30, 2011
  • Threads: 50
  • Posts: 4582
January 7th, 2013 at 12:48:24 PM permalink
JW17, I took a quick look at ZNGA and am somewhat concerned with their shutting down as many games as they are. I think that is worth keeping an eye on, but I think I will wait until the dust settles a bit. I want to see their calendar Q1 2013 income statement before doing anything.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.

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