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traderpat9 (75.34)

a little help from my friends

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October 08, 2012 – Comments (3)

hi fellow fools-of the 31 stocks i own the following stocks i would like some advice about.

1) DWA <50,80%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

2) F <14.45%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

3) GLW <5.24%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

4) GM <10.54%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

5) HAS <14.04%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

6) IIVI <18.77%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

7) IMAX <23.28%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

8) MT <54.09%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

9) PBR <26.55%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

10) WU <14.59%> since i started purchasing this stock-would you BUY, HOLD, OR SELL

also if you would sell any of these stocks what stock/stocks would you pick to replace the sold stocks. any help/ideas would be greatly appreciated

thanks fellow fools & GO PACK GO

 traderp9

3 Comments – Post Your Own

#1) On October 08, 2012 at 6:11 PM, MegaShort (99.95) wrote:

I like GLW, F and GM and am OK with DWA, HAS, and MT.

WU -> DFS, COF
I see credit cards continuing to grow faster than money transfers over the next few decades. DFS and COF are also cheaper on P/E.

PBR -> STO, BP, SSL, TOT, LUKOY
The trend with Petrobras seems to be that it's run for the benefit of Brazil, not for the benefit of shareholders.

IMAX -> DTV, DISH, DLB, NFLX, CSTR
I'm prejudiced against IMAX, I think it's a gimmick. Movie theaters are not the future of content distribution.

IIVI -> INTC, GLW
Nothing wrong with IIVI, I just really like Intel's moat and price a lot better.

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#2) On October 09, 2012 at 11:27 AM, traderpat9 (75.34) wrote:

thanks for your advice  MegaShort. i really think you have given me a few nice options. good luck the rest of this year in the market & also in 2013. pat

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#3) On October 09, 2012 at 4:11 PM, MegaShort (99.95) wrote:

You too Pat. Surprised no one else responded to your blog. CAPS has been very quiet recently.

I was interested to see Discover's recent partnership with Paypal.  This could be a step towards becoming a "platform" like Visa and Mastercard, which I like even better than the AXP/DFS/COF banking model.

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