Use access key #2 to skip to page content.

ARM and TEN are still kicking butt...

Recs

12

July 29, 2010 – Comments (13) | RELATED TICKERS: MTOR , TEN

With today's 3.9% gain, ARM (Arvin Meritor) is now 110.8% up since this recommendation from 9 months ago, while TEN (Tenneco), with today's gain of 7.6%, is at 91.8% since this recommendation here.

Wow. Automotive suppliers are really kicking it...

p.s.

I do, however, expect to see some slowdown sometime in Sept. - Nov. of this year...  

13 Comments – Post Your Own

#1) On July 29, 2010 at 5:52 PM, portefeuille (99.60) wrote:

 

Some of my lists are doing alright as well ... 

 

In comment #12 of this post I gave a "recommendation list". 

 

--------------- 

okay, why not ...

Here are some companies of the telecom and finance sectors you could look at.

AXA (CS:FP),
Banco Santander (SAN:SM, STD),
Crédit Agricole (ACA:FP),
Deutsche Bank (DBK:GR, DB),
Erste Group Bank (EBS:AV),
ING Groep (INGA:SA, ING),
Intesa Sanpaolo (ISP:IM),
OMV (OMV:AV)
Telefónica (TEF:SM, TEF),
Telekom Austria (TKM:AV),
UniCredit (UCG:IM).

---------------

EURUSD ≈ 1.29 at the time. 

 

performance update.

(05/07/10 close -> 07/29/10 close)

AXA (CS:FP) 11.82 EUR -> 14.24 EUR +20.47%,
Banco Santander (SAN:SM, STD) 7.71 EUR -> 10.26 EUR +33.07%,
Crédit Agricole (ACA:FP) 9.06 EUR ->  10.57 EUR +16.67%,
Deutsche Bank (DBK:GR, DB) 45.80 EUR ->  53.35 EUR +16.48%,
Erste Group Bank (EBS:AV) 28.00 EUR -> 32.45  EUR +15.89%,
ING Groep (INGA:NA, ING) 5.51 EUR ->  7.65 EUR +38.84%,
Intesa Sanpaolo (ISP:IM) 2.01 EUR ->  2.55 EUR +26.87%,
OMV (OMV:AV) 24.36 EUR ->  25.66 EUR +5.34%,
Telefónica (TEF:SM, TEF) 15.36 EUR ->  17.55 EUR +14.26%,
Telekom Austria (TKA:AV) 9.17 EUR ->  9.62 EUR +4.91%,
UniCredit (UCG:IM) 1.63 EUR ->  2.16 EUR +32.52%.

average relative difference +20.48%.

EURUSD ≈ 1.3078 currently.

Report this comment
#2) On July 29, 2010 at 5:55 PM, portefeuille (99.60) wrote:

Quite a few "caps" game blog posters were convinced that European equities were mostly "garbage". Oh well ...

Report this comment
#3) On July 29, 2010 at 5:58 PM, portefeuille (99.60) wrote:

Here are some companies of the telecom and finance sectors you could look at.

I mentioned in comment #27 of that post that OMV is neither a "telecom stock" nor a "finance stock".

Report this comment
#4) On July 29, 2010 at 6:05 PM, portefeuille (99.60) wrote:

on 05/16/09 westcoast777 wrote this (see here).

-----------

I thought it would be interesting to have everyone comment and share ideas on high growth stocks for the next year and beyond.

-----------

my suggestion at the time.

----------- 

#2) On May 16, 2009 at 10:49 PM, portefeuille (99.97) wrote: SNDK, SQNM, ELN, CDE, IDT.

-----------

 

performance update.

SNDK 13.90 -> 43.65 (ca. +214.03%),
SQNM 3.03 -> 5.64 (ca. +86.14%),
ELN 6.61 -> 4.73 (ca. -28.44%),
CDE 13.70 -> 15.09 (ca. +10.15%),
IDT 1.54 -> 18.42 (ca. +1096.1%),

average ca. +275.6%,
S&P 500 index 882.88 -> 1102.66 (ca. +24.77%).

Report this comment
#5) On July 29, 2010 at 6:07 PM, portefeuille (99.60) wrote:

okay, some of my lists have not done so great. can't find those right now, hehe ...

Report this comment
#6) On July 29, 2010 at 6:13 PM, portefeuille (99.60) wrote:

IDT.



enlarge

 



enlarge

 



enlarge

Report this comment
#7) On July 29, 2010 at 6:46 PM, dragonLZ (99.46) wrote:

Holy cow, Porte. 6 comments in 20 miutes. Wow.

I remeber your IDT call. Don't remember where I saw it, but you had a few comments (news, articles) on it when it was in the $2-3 range.

Ever since, whenever I see IDT jump (and jump, and jump), you come to mind...

Report this comment
#8) On July 29, 2010 at 6:53 PM, dragonLZ (99.46) wrote:

Regarding #1)

I have AXA in my CAPS portfolio. It's coming back, but I'm still 20 points down on that call.

I don't know if you remember, but a couple of months ago, I told you (don't remember which post) that I like STD and ING the best when it comes to European stocks. I think both did pretty well since then...

Report this comment
#9) On July 29, 2010 at 7:01 PM, portefeuille (99.60) wrote:

#8

---------------

For what is worth, in my opinion, two best Europian stocks right now are STD and ING.

---------------

(from comment #56 here)

Report this comment
#10) On July 29, 2010 at 7:02 PM, portefeuille (99.60) wrote:

I have the feeling we usually know which stocks are "the best", we should just listen to ourselves (each one to himself) more intensely ...

Report this comment
#11) On July 29, 2010 at 7:17 PM, dragonLZ (99.46) wrote:

#10  Can't agree more (but doubt that you are as stupid as I am when it comes to listening to ourselves)...

Btw., regarding #1, forgot to say impressive job...

p.s. Since my comment about ING and STD back in May, ING is up 22%, STD 20%...

Report this comment
#12) On July 29, 2010 at 7:39 PM, Momentum21 (95.21) wrote:

IDT was a wonderful call...and I too think of you when it makes its 10% jump per day!

I did get a nice piece of STD back in May which I remain very pleased about... : ) 

Report this comment
#13) On July 29, 2010 at 8:07 PM, dragonLZ (99.46) wrote:

Nice call, Momentum.

Btw., I think of you every time this rally shows strength (because of this post here)... 

Good Luck. :)

Report this comment

Featured Broker Partners


Advertisement