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anticitrade (99.48)

5 Stocks I am planning to buy today with real money.

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June 18, 2009 – Comments (18) | RELATED TICKERS: AMED , LNCR , TBSI

I figured this time I would propose my picks before I buy them so I can benefit from your input.


Ticker| Name|                        |Industry|               MCAP|Curr.Price|Valuation|Exp.Gain 
AMED  Amedisys, Inc.          Home Health            $706M $30.23 $67.70 123%
LNCR  Lincare Holdings Inc.   Home Health            $1476M $20.30 $37.56 85%
TBSI  TBS International, Ltd.   Water Transport       $195M $8.04 $13.99 74%
TWIN  Twin Disc, Inc.             Auto Parts                $53M $6.47 $10.97 69%
ISYS  Integral Systems, Inc.   Business Applications   $129M $8.65 $14.38 66%

All of these companies have good earnings but very low prices relative to the market and their own history (also all of them come from my website).  I believe that the home health industry has been overly discounted.

I didn't see any big news that would justify this discount other than the standard market concerns.

These are longer term picks, I plan on holding them for 3 months - 1 year.

 

18 Comments – Post Your Own

#1) On June 18, 2009 at 10:01 AM, JakilaTheHun (99.93) wrote:

I've thought about buying into TBSI as well (if I had money to invest right now --- and I don't).  It's not a company I've researched thoroughly, but it does look cheap to me under $8. 

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#2) On June 18, 2009 at 10:06 AM, bullishbabo (100.00) wrote:

I bought TWIN two days ago.  I've also owned TBSI before for a decent gain.  The price is looking attractive again.  It seems I usually like your picks, anticitrade! I remember the last time you bought, I owned JAKK from that list.

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#3) On June 18, 2009 at 10:07 AM, anticitrade (99.48) wrote:

I just got TBSI for 7.89...  I am now watching ISYS very very closely.  (The others I should have bought earlier..)

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#4) On June 18, 2009 at 10:24 AM, anticitrade (99.48) wrote:

I just bought TWIN for 6.56 and ISYS for 8.46.

I am kicking myself for not buying AMED and LNCR right when the market opened.  At this point I figure I will watch what they do and probably buy them later today.

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#5) On June 18, 2009 at 10:29 AM, tradersince87 (98.26) wrote:

anticitrade,

 

I agree that both AMED and LNCR are excellent buying opportunities today ( from a technical point of view).

I'd wait on the others till they show more strenght

Thanks for the tip, i had overlooked them and i am also buying the first two today with real money

 

 

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#6) On June 18, 2009 at 10:30 AM, kaskoosek (99.78) wrote:

You guys are playing with fire.

 

I personally lke the shippers, but the debt level on TBSI is concerning.

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#7) On June 18, 2009 at 10:48 AM, anticitrade (99.48) wrote:

I bought AMED at 30.63, and accidently doubled up on TWIN... Which takes LNCR out of the picture today.  Maybe I will pick it up when I sell my SBN. 

Playing with fire is a habit I got from all those years of scouting (but I don't invest money I can't afford to lose).

Well that sums up todays buys, I will report back in 10 days with results.

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#8) On June 18, 2009 at 11:10 AM, bullishbabo (100.00) wrote:

If I built a diversified basket of so-called "risky" plays, I would not fear the consequences one bit.  That's how I play my micro caps; I always buy them in decent-sized groups.  There's market risk from a possible plunge, but that's what cash/bonds/shorts are for.

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#9) On June 18, 2009 at 1:04 PM, robstuck (< 20) wrote:

TBSI is a great buy right now as well as SBLK and GASS. Out of the three however SBLK is my favorite. I bought SBLK and TBSI a couple weeks ago and have watched their shares plunge. they are extremely solid as well as undervalued. They are going to skyrocket soon.

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#10) On June 18, 2009 at 1:36 PM, nottheSEC (72.43) wrote:

Anticitrade this is my favorite blog. No theory I read enough.  A top guy saying " This is what I am doing in real life ." What you do after your own due diligence is on you.  

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#11) On June 18, 2009 at 2:06 PM, EnigmaDude (35.24) wrote:

I agree with nottheSEC .  When the top players put their $$ where their blog is, it's time to listen.  (You don't have to agree, but you should at least pay attention).

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#12) On June 18, 2009 at 2:13 PM, mikecart1 (98.18) wrote:

Anticitrade is my favorite member!

1) Has a system that has proven to work

2) His CAPS score isn't a result of thumb downing everything last last year

3) His system's top 25 has some of my real stocks in there so I feel safe! :D

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#13) On June 18, 2009 at 4:27 PM, anticitrade (99.48) wrote:

Your comments flatter and scare me.   Thanks!

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#14) On June 18, 2009 at 9:14 PM, TheCaulfieldMan (92.09) wrote:

Good call on TBSI.

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#15) On June 20, 2009 at 4:15 AM, recklessfier (86.13) wrote:

Out of curiousity, how many positions do you own?  I notice you seem to pick multiple stocks in the same sector, and I just wonder if you own many stocks in the same sector or generally try to spread them. Do you think there's a certain number of position that would be optimal to have? 

I currently hold about 20 positions but I try my best to not pick more than 2 from any given sector.

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#16) On June 20, 2009 at 12:07 PM, anticitrade (99.48) wrote:

Ticker   Name   Sector   Industry  

CFK  CE Franklin, Ltd.  Energy  Oil & Gas Services 

AMED  Amedisys, Inc.  Healthcare  Home Health 

GRT  Glimcher Realty Trust  Financial Services  Reits 

WCC  Wesco International, Inc.  Industrial Materials  Electric Equipment 

TBSI  TBS International, Ltd.  Business Services  Water Transport 

KNDL  Kendle International, Inc.  Healthcare  Research Services 

ISYS  Integral Systems, Inc.  Software  Business Applications 

TWIN  Twin Disc, Inc.  Industrial Materials  Auto Parts 

PTEN  Patterson-UTI Energy, Inc.  Energy  Oil & Gas Services 

GTLS  Chart Industries, Inc.  Business Services  Environmental Control 

HURC  Hurco Companies, Inc.  Industrial Materials  Machinery 

JAKK Jakks Pacific, Inc.  Consumer Goods  Toys/Hobbies 

IPHS  Innophos Holdings, Inc.  Industrial Materials  Chemicals

ESV  ENSCO International, Inc.  Energy  Oil & Gas Services 

ARKR  Ark Restaurants Corp.  Consumer Services  Restaurants 

MRO  Marathon Oil Corporation  Energy  Oil & Gas 

SBN  Softbrands, Inc.  Software  Business Applications 

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#17) On June 20, 2009 at 12:18 PM, anticitrade (99.48) wrote:

I am a purposefully heavy in oil.  Other than that, I think I am fairly well diversified.

I have an equivalent amount invested in a mutual fund, and an index fund. I don't believe in shorting, so I have not extra protection from a drop.

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#18) On June 22, 2009 at 1:43 AM, topsecret09 (28.16) wrote:

 The book value of TBSI Is about $18.00 per share,but that would obviously drop with near term losses. I like the company,especially for the longer term as you say.... The technicals are not good right now,but the stock should have major support at $7.40. Acquiring shares at this level seems fairly safe over the long term. Thanks for all the Info, Jim

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