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October 2007

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Two very bad calls: Bankatlantic Bancorp (BBX) and Banco Popular (BPOP)

October 30, 2007 – Comments (0)

Two bad calls I've made in my CAPS career are Bankatlantic (BBX), a Florida-wide bank, and Banco Popular, a Puerto Rican bank that is expanding to the continent to do business with the Hispanic community. By far the worst call is BBX. I've wasted no real money on BBX, and only a bit on BPOP.  [more]

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Graco!

October 22, 2007 – Comments (1)

Graco has been going up and down within a fairly narrow range the last few months. Right now, I think it's a buy. Graco has grown very well in the US to dominate its niche of fluid dispensing thingies. Now, though, Graco is becoming an exporter, to Europe and emerging economies. It will gain lots of market share in Europe with paint sprayers. Its equipment is used in around 80% of worldwide auto production. Also, a lot of its sales are replacement or consumable parts for its equipment, which reduces the otherwise cyclical demand for its products. Graco is a bit like a minature, specialized version of 3M. I just bought myself some more.  [more]

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Some thougts on International Game Tech (IGT)

October 20, 2007 – Comments (1)

First, I own the stock, and have picked it in CAPS as well. I think that IGT is going to face some increased competition, and that its stock price will be vulnerable to its lumpy sales. However, this company has a pretty large R&D advantage over its competitors, generates a lot of cash, and is going to continue to face demand worldwide (people will always gamble). I think IGT will generate a lot of wealth going forward.  [more]

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3M: worst stock of the day could be a buying opportunity

October 19, 2007 – Comments (4)

3M reported quarterly results that were up from this time last year. however, the stock's taken a dive on apparent worries about its flat screen business. I think the market's overlooking the breadth of 3M's product offerings, and its culture of innovation. yadda yadda. I would consider adding to my 3M position if I had the cash; it's a low-risk, globally diversified firm that should continue to increase earnings.   [more]

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Still bullish on Medtronic!!

October 16, 2007 – Comments (0)

Medtronic took a pretty steep dive yesterday on news about recalled defibrilators. The company suspects that some may have died because of faulty wires. Obviously not good news.   [more]

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un-recommending Getty Images, re-recommending Carmax

October 06, 2007 – Comments (0)

I had un-picked Getty Images some time ago. I confess, the only reason was that I was impatiend with the stock price. however, the internet has been a big disruptor for Getty. I don't think they'll be able to consolidate the stock photo market as planned. they'll still be a major player, but the stock price will be under major pressure in the near term because of their poor quarterly results.  [more]

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Fuel Tech - short squeeze

October 01, 2007 – Comments (1)

Fuel Tech has been on the decline the last few days. I subscribe to M*'s Growthinvestor, which holds FTEK.  [more]

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