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200 Picks, 200 Pitches

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February 07, 2012 – Comments (7)

I did it!  I have finally completed my quest to have at least some sort of small pitch for every single stock in my CAPS portfolio, all 200 of them.  Due to time constraints, most of my pitches aren't as long as they used to be, but every single stock now has the reason why I am bullish or bearish next to it. 

I did this for two reasons, one selfish, the other altruistic :).  The selfish reason is a couple of weeks after I have picked a stock without a pitch I usually can't remember why in the heck I liked it.  200 stocks is a lot to follow. 

The altruistic reason is that hopefully some of my pitches will encourage a few of my fellow CAPS players to do some more research on a company or companies that could potentially be a good investment.  I know that I get almost all of my investment ideas off of the Internet, so this is giving a little back.

Anyhow, enjoy and if anyone out there has any special situations (my favorite type of investment) that they have come across lately, I'd love to hear about it. 

Deej

7 Comments – Post Your Own

#1) On February 07, 2012 at 10:47 PM, Option1307 (29.91) wrote:

+1, good work!

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#2) On February 08, 2012 at 12:31 AM, awallejr (82.99) wrote:

Personally I always give a pitch for a pick, be it one word or several sentences.  I just want to give the reader at least a reason for my pick.

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#3) On February 08, 2012 at 10:24 AM, TMFCHarris (99.58) wrote:

Congrats Deej!

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#4) On February 08, 2012 at 10:51 AM, TMFDeej (99.45) wrote:

Thanks everyone.

Deej

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#5) On February 08, 2012 at 2:49 PM, ikkyu2 (99.36) wrote:

Re: special situations, I have become convinced that NUAN's intellectual property/patent library has made it a ripe target for an acquisition.  Given its current market cap there are only 5 or 6 companies that could even consider it - but they're all companies that ought to be considering it given their current business models.

Don't take my word for it, of course - go check it out yourself.  I am long NUAN.

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#6) On February 08, 2012 at 3:26 PM, valuemoney (99.99) wrote:

Nice work. I want to do what you do but frankly I am lazy about it. I suck....... You rule!

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#7) On February 08, 2012 at 3:28 PM, TMFDeej (99.45) wrote:

Thanks for the idea ikkyu2.  I've seen a number of references to companies' intellectual property being worth in excess of their market caps lately, most notably from IDCC...which you probably know didn't pan out.

NUAN is a good old Hidden Gem that I used to own myself.  I'll have to take a look at it again.

Thanks again and have a great evening!

Deej

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