December 07, 2011
– Comments (16)
I'll be doing my DD too. Just wanted some suggestions so I can get some ideas for where to place my money.
Why does it have to be mid-cap? I never understood why people go after certain caps. If you generally like midcaps over largecaps, buy MDY. If you are looking for an individual stock, forget the cap, just find the best risk/reward.
For me it's the liquidity and the potential for huge growth and making a killing and not going broke in the process. Most microcaps go under and the liquidity can be really bad. Largecaps are more mature and tend to move slow. I think they're great for retirement but I'm still relatively young and can risk more at the moment.
What is your definition of mid-cap? And are you thinking a growth stock or one that pays a nice dividend?
For a growth stock, I like IMAX. For dividends and growth, I like AINV.
@EnigmaDude: definitely growth.
Personally I just invested in BAC the other day. I had never invested in BAC before. I purchased it @ $5.81. My time horizon is ten years. I am willing to bet it will trade a book value sometime in that time frame. And I would estimate that to be at least $24 in ten years. I know it isn't a mid-cap but I thought I would throw that out there. Remember the time frame is 10 years so you have to block out the short term noise in the market and the horrible sentiment related to the bank stocks, especially BAC. I think you could make your "killing" be "liquid" and not worry about going "broke"...... GOOD LUCK!
TUP is another mid-cap. Good returns on equity, and return on capital. 5 year sales growth good, 5 year earnings growth great. Chart looks good. It seems like a stable business also.
Oasis Petroleum, Methanex, Panera Bread, Buffalo Wild Wings, Middleby
catoismymotorDefinitely agree on LUK. The market is mispricing the company at 1x tangible book, based on their long-term ROE it could easily be 2x.
valuemoneyAgree on SYA, have you looked at PL? I own shares of both.
My pick is Howard Hughes Corp (HHC). Maybe not a conventional "growth" stock, but current operations are healthy and they look set to do a ton of development & construction over the next 10 years.
#5 Bristol-Myers Squibb to Acquire Inhibitex.
I just want to thank everyone for their suggestions! I'm looking into every single stock that was mentioned and will be aquiring positions accordingly. :)
#5,13 too late.
I don't know how you do it port, but you are an amazing stock picker.