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dragonLZ (89.48)

My 11 picks for 2011...

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January 02, 2011 – Comments (27) | RELATED TICKERS: SYNL , DNN , ICO.DL

It seems like everyone is doing it so I decided to give it a try.

So here are my picks (in no particular order):

1. SYNL, Synalloy Corp., currently at $12.12. In my opinion, Stainless Steel will be HOT in 2011. I think prices for stainless steel will go up because of increase in demand and increase in commodity prices. On the chart below, you can see what happened with SYNL in 2007 when we had the same scenario. I think we will watch the replay of 2007 in 2011.

Synalloy Corporation operates in two segments, the Metals Segment and the Specialty Chemicals Segment. The Metals Segment operates as Bristol Metals, LLC (Bristol) and Ram-Fab, LLC (Ram-Fab). Bristol manufactures pipe (Bristol Pipe) and fabricates piping systems (BPS) from stainless steel and other alloys, and Ram-Fab fabricates piping systems from carbon, chrome, stainless steel and other alloys. The Metals Segment’s markets include the chemical, petrochemical, pulp and paper, mining, power generation (including nuclear), water and wastewater treatment, liquid natural gas (LNG), brewery, food processing, petroleum, pharmaceutical and other industries. The Specialty Chemicals Segment operates as Manufacturers Chemicals, LLC (MC), located in Cleveland, Tennessee and Dalton, Georgia. On August 31, 2009, the Company acquired Ram-Fab, Inc.

 

2. TGE, TGC Industries, currently at $3.80. Same thing as for SYNL above, just this time is an Oil-and-Gas-will-be-HOT-in-2011 play. TGC Industries provides seismic data services to Oil and Gas industry. I don't know if it's going to happen this year, but I'm convinced next time we see a bull market in Oil and Gas, TGE will shoot over its 2007 all-time high of $12. I think in 2007 TGE just strted growing (and investing in equipment), but is bigger and stronger now. 

TGC Industries, Inc. (TGC) is a provider of seismic data acquisition services throughout the continental United States and Canada. The Company is engaged in the geophysical service business of conducting three dimensional (3-D) surveys for clients in the oil and gas business. As of December 31, 2009, the Company operated six seismic crews, four in the United States and two in Canada. These seismic crews supply seismic data primarily to companies engaged in the exploration and development of oil and natural gas on land and in land-to-water transition areas. On October 19, 2009, it acquired Eagle Canada, Inc. (Eagle Canada).

 

3. BPOP, Popular Inc., currently at $3.14. BPOP was featured in my Volume Story back in Sept. of 2009. BPOP hadn't done much in 2010, but I think that's about to change in 2011.

Popular, Inc. is a diversified, publicly owned bank holding company. The Company operates in three markets: Puerto Rico, the United States mainland and providing processing and other technology services in Puerto Rico, Florida, Venezuela, the Dominican Republic, El Salvador and Costa Rica. The Company’s offer in Puerto Rico a range of retail and commercial banking services through its principal bank subsidiary, Banco Popular de Puerto Rico (Banco Popular or the Bank). The Bank accounted for 67% of total consolidated assets of the Company at December 31, 2009. Banco Popular has retail franchise in Puerto Rico, with 173 branches and over 580 automated teller machines (ATM’s). The Bank also operates seven branches in the United States Virgin Islands, one branch in the British Virgin Islands and one branch in New York.

 

4. EJ, E-House (China) Holdings, currently at $14.96. EJ is another stock that didn't do much in 2010, but will be HOT in 2011. Chinese real estate market.

E-House (China) Holdings Limited (E-House) is a real estate services company in People’s Republic of China. E-House provides primary real estate agency services, secondary real estate brokerage services, real estate information and consulting services, real estate advertising services, real estate online services and real estate investment fund management services. E-House provides six types of services: primary real estate agency services, secondary real estate brokerage services, real estate information and consulting services, real estate advertising services, real estate online services and real estate investment fund management. E-House conducts its real estate information and consulting services, real estate advertising services and real estate online services through its majority owned subsidiary, China Real Estate Information Corporation (CRIC).

 

5. DNN, Denison Mines, currently at $3.42. Uranium is already HOT, and will continue to be HOT in 2011. Vanadium as well.

Denison Mines Corp. (DMC) is engaged in uranium mining and related activities, including acquisition, exploration and development of uranium bearing properties, extraction, processing, selling and reclamation. The environmental services division of the Company provides mine decommissioning and decommissioned site monitoring services for third parties. The Company has a 100% interest in the White Mesa mill located in Utah, United States and a 22.5% interest in the McClean Lake mill located in the Athabasca Basin of Saskatchewan, Canada. The Company has interests in development and exploration projects in Canada, United States, Mongolia and Zambia. Uranium the Company’s primary product is produced in the form of uranium oxide concentrates (U3O8) and sold to customers worldwide for further processing. The Company also produces vanadium in the form of vanadium pentoxide (V2O5). The Company is also in the business of processing uranium bearing waste materials (alternate feed materials).

 

6. ICO, International Coal Group, currently at $7.74. Coal is HOT already, and will be even hotter in 2011. One of my favorite stocks for the next 2 years.

International Coal Group, Inc. (ICG) is a producer of coal in Northern and Central Appalachia with a range of mid to high British thermal unit (Btu), low to medium sulfur steam and metallurgical coal. The Company's Appalachian mining complexes are located in West Virginia, Kentucky, Virginia and Maryland. It also has a complementary mining complex of mid to high sulfur steam coal located in the Illinois Basin. ICG markets its coal to a customer base of largely investment grade electric utilities, as well as domestic and international industrial customers. The Company has three business segments, which are based on the coal regions in which it operates: Central Appalachian, comprised of both surface and underground mines; Northern Appalachian, comprised of both surface and underground mines, and Illinois Basin, representing one underground mine.

27 Comments – Post Your Own

#1) On January 02, 2011 at 4:05 PM, dragonLZ (89.48) wrote:

7. CNO, CNO Financial Group, currently at $7.69. Another one of my Volume Story stocks that didn't do much in 2010 (until the last quarter). I like CNO for the long term.

CNO Financial Group, Inc., formerly Conseco, Inc., is the holding company for a group of insurance companies operating throughout the United States that develop, market and administer supplemental health insurance, annuity, individual life insurance and other insurance products. It focuses on serving the senior and middle-income markets. The Company sells its products through three distribution channels: career agents, professional independent producers (some of whom sell one or more of its product lines exclusively) and direct marketing. It operates in three segments: Bankers Life, Colonial Penn and Conseco Insurance Group.

 

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#2) On January 02, 2011 at 4:09 PM, dragonLZ (89.48) wrote:

8. BYD, Boyd Gaming, currently at $10.60. I don't know if Gaming/Casino sector is continue to be HOT in 2011, but I think this stock is very cheap.

Boyd Gaming Corporation (Boyd Gaming) is a multi-jurisdictional gaming company. As of December 31, 2009, the Company’s wholly owned and operated 15 casino entertainment facilities located in Nevada, Mississippi, Illinois, Louisiana and Indiana. In addition, it owns and operates a pari-mutuel jai-alai facility located in Dania Beach, Florida, a travel agency, and a captive insurance company that underwrites travel-related insurance. As of December 31, 2009, it owned an aggregate of approximately 812,500 square feet of casino space, containing approximately 21,400 slot machines, 425 table games and 7,550 hotel rooms. On January 22, 2009, it opened hotel at Blue Chip Casino, Hotel & Spa.

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#3) On January 02, 2011 at 4:15 PM, dragonLZ (89.48) wrote:

9. ODP, Office Depot, currently at $5.40. Another stock that was HOT in 2009, got very cold in 2010, but just recently, started catching on fire again.

Office Depot, Inc. (Office Depot) is a global supplier of office products and services. The Company operates in three business segments: North American Retail Division, North American Business Solutions Division and International Division. The Company’s sales are processed through multiple channels, consisting of office supply stores, a contract sales force, an outbound telephone account management sales force, Internet sites, direct marketing catalogs and call centers, supported by the network of supply chain facilities and delivery operations. Office Depot operates wholly owned entities, majority owned entities or participates in other ventures covering 40 countries and has alliances in an additional 11 countries. As of December 26, 2009, the Company sold to customers in 51 countries throughout North America, Europe, Asia and Latin America. As of January 23, 2010, Office Depot had 21 North American supply chain facilities in the 15 states of the United States.

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#4) On January 02, 2011 at 4:18 PM, dragonLZ (89.48) wrote:

10. TIE, Titanium Metals, currently at $17.18. Just like Stainless Steel, I think Titanium will continue to be HOT in 2011.

Titanium Metals Corporation (TIMET) is a producer of titanium melted and mill products. The Company has titanium production facilities in the United States and Europe. The Company’s products include titanium sponge, the basic form of titanium metal used in titanium products; melted products (ingot, electrode and slab), the result of melting titanium sponge and titanium scrap, either alone or with various alloys; mill products that are forged and rolled from ingot or slab, including long products (billet and bar), flat products (plate, sheet and strip) and pipe, and fabrications (spools, pipe fittings, manifolds and vessels) that are cut, formed, welded and assembled from titanium mill products.

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#5) On January 02, 2011 at 4:26 PM, dragonLZ (89.48) wrote:

11. PWER, Power One, currently at $10.20. When Oil and Gas get HOT, Renewable/Alternative Energy gets HOT. PWER had an incredible year in 2010 so I think it's normal it's cooling off a little right now. I give it 3-5 more months, at most, before PWER explodes again. 

Power-One, Inc. (Power-One) is a designer and manufacturer of energy-efficient power conversion and power management solutions for renewable/alternative energy, routers, data storage, servers and data centers, wireless communications, optical networking, semiconductor test equipment, industrial markets and custom applications. Its products convert, process and manage electrical energy, in both alternating current (AC) and direct current (DC) form. In the renewable energy market, it sells a range of products of high-efficiency inverters. The Company designs, sells and services its products globally and has resources in Europe, North America and the Asia-Pacific region. It organizes its products into two product lines: embedded products and power systems. Embedded products include AC/DC power supplies, DC/DC converters (including brick converters and POL converters), and smart motor control. Power systems products include DC power systems and Renewable Energy products.

 

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#6) On January 02, 2011 at 4:44 PM, dragonLZ (89.48) wrote:

12. No there is no #12. I just wanted to say I think Gold and Silver will continue to be HOT in 2011. 

I didn't pick any stocks from this sectors as I don't think I can do as good of a job as TMFSinchiruna/silverminer.

FWIW, from his Top 10 list for 2011, I bought GPRLF, GRS, and BRD for my RL portfolio.

For people who are interested in Gold and Silver stocks, but didn't see Sinch's article, click here: The Top 10 Gold and Silver Stocks for 2011.

p.s.

From the list above, I also own (in account dofferent than 401K) TIE, PWER, CNO, and DNN. Hopefully, soon I will also own ICO, ODP, and BPOP (in this order).

I'd also like to own TGE, but I don't feel like I have to get it right now as approx. 60% of my 401K money is currently in Oil and Gas. I'm thinking if Oil And Gas really take off in 2011, I will profit nicely even without TGE. Having said that, I'd still like to get me some TGE before it hits $5.

Good Luck All and Happy New Year.

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#7) On January 02, 2011 at 4:44 PM, Momentum21 (93.82) wrote:

nice Dragon...

I have a hard time getting behind commodities "in general" right now but I like your collection. BPOP and ODP look interesting as well...

Of your picks I will choose a favorite and put some real $'s behind it since I would hate to be a spectator. : )

 

  

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#8) On January 02, 2011 at 4:50 PM, dragonLZ (89.48) wrote:

Thanks Momentum.

But keep in mind, whatever you do, make sure you pick a winner from this list, not a loser... :)

Happy New Year.

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#9) On January 02, 2011 at 4:51 PM, dollarvaluemenu (37.46) wrote:

I really like CNO and BYD. Both have done well for me.

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#10) On January 02, 2011 at 5:02 PM, dragonLZ (89.48) wrote:

I'm glad to hear that, dollarvaluemenu.

I picked CNO as my Favorite Stock For the Next Five Years (click on the link to see the post - my comment was #4)).

CNO was at $5.37 at that time.

Happy New Year.

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#11) On January 02, 2011 at 5:09 PM, Pennyperson (< 20) wrote:

Cool stuff Dragon. What tops your list as your favorite two. Short term - 1yr and less.

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#12) On January 02, 2011 at 5:17 PM, dollarvaluemenu (37.46) wrote:

Thanks dragonLZ,

I think that you are right about CNO and BYD. I was lucky enough to pick them up on the cheap ($5.30 for CNO and $7.07 for BYD), but even at today's prices, they still have plenty of room to the upside. Look forward to checking out the other companies you recommended.

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#13) On January 02, 2011 at 5:21 PM, dragonLZ (89.48) wrote:

Penny, that's why I picked 11 stocks (I have a hard time picking just one or two favorites).  :)

Short term, I'd say DNN has a good chance of hitting $5-6 within the next 3-6 months, but it's a speculative (somewhat riskier) play. TGE and ICO are probably my two next short term favorites (for quick 50% gains).

Longer term (1-3 yr.), I really think that patient investors in ODP, CNO, and BPOP will be handsomely rewarded. 

Happy New Year.

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#14) On January 02, 2011 at 5:29 PM, dragonLZ (89.48) wrote:

Oops, I just noticed that I forgot the link for the Favorite Stock For the Next Five Years.

Sorry. 

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#15) On January 02, 2011 at 5:36 PM, anchak (99.85) wrote:

No offense - but I always reads your picks to understand what an ultra-speculator would do.

Its amazing to see your and mine ( ultra-specualtive list ie) - intersect in TIE,TGE, BYD and ICO!!!

However - I am not looking to be ultra-specualtive at this juncture - but good to get some confirmation

 

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#16) On January 02, 2011 at 5:51 PM, dragonLZ (89.48) wrote:

Anchak, I'm not offended at all. Ultra-speculative has worked for me just nicely so far.  :)

Happy New Year.

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#17) On January 02, 2011 at 5:58 PM, Pennyperson (< 20) wrote:

Nice and thanks for the tips. I've already played w/ICO. I like TGE and CNO.

Again cool stuff and Happy New Year to you and the family.

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#18) On January 02, 2011 at 11:28 PM, TMFUltraLong (99.98) wrote:

Be afraid Dragon... your picks do not displease me... Boyd Gaming and Power One being my least favorite but no true loathers in there...in fact a few I like myself.

TMFUltraLong

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#19) On January 02, 2011 at 11:40 PM, Valyooo (99.91) wrote:

Thoughts on IMAX? Price target for BAC?

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#20) On January 03, 2011 at 12:00 AM, dragonLZ (89.48) wrote:

UL, now this is getting scary for real...first we agreed on TC, now you say you like a few more of my picks. I don't think this is going to end well...  :)

p.s.

A couple of weeks ago, TC was on this list, but I decided to leave it out so that people wouldn't think I'm following you on that pick.

I strongly believe in TC. It fits both my 3-10 and my volume criteria.

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#21) On January 03, 2011 at 12:20 AM, dragonLZ (89.48) wrote:

Valyooo, as I said in this post here, my target price for BAC is $50. 

OK, I was probably a little too optimistic in that post. Still, I think $40 is very doable in 2, maybe 3 years.

Short term, I think $16-$17 is a fair target. I don't think BAC's move to this level is going to be fast, but I do expect it to be kinda steady. 

IMAX, I never followed closely, but I think it's a great story in the making. For right now, I think it should easily be a $48 stock, after that, who knows.

Right now, its chart looks a little tricky, but the longer IMAX stays below $30, the safer it will be to get into it.

For somebody who already owns it, I'd keep it for another year or two, at least. I'm not saying it's going to be easy to hold it, but I think the wait will be worth any short-term pain.

p.s.

Keep in mind, this is just my opinion. Most of the time, my short-term predictions stink.

Happy New Year and Good Luck.

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#22) On January 03, 2011 at 12:23 AM, dragonLZ (89.48) wrote:

UL, Happy New Year and Good Luck (sorry I forgot that in my previous comment).

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#23) On January 03, 2011 at 12:18 PM, Bays (99.23) wrote:

DNN was my top pick in 2009 at a $1.18

It didn't really take off until 2010, but nonetheless, if you held on to it you made some decent money.

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#24) On January 03, 2011 at 12:25 PM, dragonLZ (89.48) wrote:

Bays, nice pick and nice return so far.

I hope there is still some gas left in DNN's tank as I got into it just a week ago.

Happy New Year and Good Luck.

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#25) On January 03, 2011 at 12:34 PM, ultrapaz (33.15) wrote:

Good Call on BAC Dragonmaster!

 

Damn those call options are exploding today

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#26) On January 03, 2011 at 1:05 PM, dragonLZ (89.48) wrote:

ultrapaz, thank you.

However, I actually thought BAC won't move much short-term, and it looks like I was wrong. (Not that I'm complaining ...)  :)

Good Luck and Happy New Year.

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#27) On January 27, 2011 at 3:26 PM, akbarcaskey678 (< 20) wrote:

SYNL PWER have been huge!. SYNL's dividend is also nice. Take a look at MILL for a oil and gas play though. Its been hammered by the short sellers but I think its worth a look. Many anaylsts have a buy rating including Sun Trust.

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