T Nation

Stock Picks


#1

Who here follows the stock market and what stocks do you like?
Personally, I think the energy stocks are full of good bargains. My favorite pick: HES.


#2

Pengrowth Energy (Canada)
Teva Pharmaceuticals
Bristol-Myers Squibb
Transocean
Bank of Montreal


#3

I should add another one: VGR. This pays almost a 10% dividend and a 5% stock dividend per year. I have held this one for awhile. Another one I own is AGNC. Nice little REIT that pays 19% dividend. When the flash crash happened, VGR went all the way to 16$ and AGNC went down to 25$

I think the energy stocks have been beaten to shit. If oil continues to march upward, you could make out nice on XOM, COP and maybe even RDS-A. I don't think they are a solid long play though.
MRO is also attractively valued. KFT is also another winner IMO. UL is another nice company.

I would like TEVA for a short term play, but it one of those stocks that is permanently undervalued.


#4

[quote]method_man wrote:
Another one I own is AGNC. Nice little REIT that pays 19% dividend. When the flash crash happened, VGR went all the way to 16$ and AGNC went down to 25$
quote]

I don't know anything about AGNC, but a 19% yield should ring some serious alarm bells. There is usually a very good reason why a stock would be that cheap.


#5

You have the best screen name I've ever seen.


#6

BRK-B trading at near book value is hard to beat for a long term bet. also like TTMI beaten down to nearly a 52 week low due to overreaction in the market in general. but if i had to pick just one right now and throw it all at it...it would be BRK-B and i would sit on it for a lifetime...

AAPL would be a close second but i'm wating for a real good buying opportunity on Apple when Steve Jobs leaves...the market will certainly over react negatively and the price will drop significantly at which point i would buy as much as i could afford...you just can't find much wrong there...any dip is simply a buying opportunity.


#7

no doubt i would run away from a 19% yielding stock like it was on fire , it might be great for a minute but you can bet trouble is brewing (or has already brewed)


#8

Yeah, AAPL is about the most valuable company in the world right now. When their shares drop it's an ideal time to re-invest too, IMO.


#9

If you like the energy sector, check out the exchange traded fund DIG.


#10

I've given BRK-B strong consideration, but what do you think will happen to the stock price once Buffett croaks?


#11

short position is the way for this downtrend market.


#12

If you listen to Buffet and his teacher, I wouldn't buy a stock that rides at book value...I would buy a single BRK-B share so I could go to the shareholder meetings, probably buy with a few friends so we could all go and listen to the man speak...but besides that...over priced.


#13

PPL (Pembina Pipeline Corp)

monthly dividends paid out, equal to around 6.2% a year.