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December 10, 2010 – Comments (22)

 

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22 Comments – Post Your Own

#1) On December 10, 2010 at 11:07 PM, rd80 (97.55) wrote:

To start it off, mine is a red thumb on TMF.  The etf, not the Fool.

______________________

Re-upping (downing) this one.

Would you loan the US Treasury money for 30 years at about 4%?
Neither would I.

From the fund summary on Yahoo! profile page - "The investment seeks daily investment results, before fees and expenses, of 300% of the price performance of the NYSE Current 30-Year US Treasury index."

The bubble may inflate further with QE2, but at some point, the market will realize paying up for long treasuries at near record low interest rates offers way more risk than reward.

3 times the wrong side of a bubble in long-term bonds + nearly 1% expense ratio = one of the simplest red thumb picks in existence.

Fool writer Amanda Kish sums it up well in "6 Bond ETFs to Avoid" http://www.fool.com/investing/etf/2010/10/13/6-bond-etfs-to-avoid.aspx

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#2) On December 11, 2010 at 12:06 AM, Option1307 (30.03) wrote:

SDD - This X-mas rally has some room left to go.

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#3) On December 11, 2010 at 12:06 AM, Option1307 (30.03) wrote:

SDS - This X-mas rally has some room left to go.

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#4) On December 11, 2010 at 12:06 AM, Option1307 (30.03) wrote:

MZZ - This X-mas rally has some room left to go.

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#5) On December 11, 2010 at 12:07 AM, Option1307 (30.03) wrote:

SAA - This X-mas rally has some room left to go.

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#6) On December 11, 2010 at 12:07 AM, Option1307 (30.03) wrote:

MVV - This X-mas rally has some room left to go.

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#7) On December 11, 2010 at 12:07 AM, Option1307 (30.03) wrote:

They are all the same paly, but I figured since it's for charity why not add them all!

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#8) On December 11, 2010 at 12:09 AM, Option1307 (30.03) wrote:

On a more serious note:

STD

And here is my quick pitch:

Solid bank that is relatively well capitalized (in regards to most other banks) and not going anywhere anytime soon. They have been beaten down a lot recently b/c of the EURO "crisis", this is simply a case of taking down the good assess with the garbage ones. Yes, Europe has some trouble spots right now and they will likely continue to have economic difficulties going forward for quite some time, but that doesn't mean that STD is going to go bankrupt.

While they are based out of Spain, ~50% of their income currently comes from Latin/South America. This region is a huge growth engine going forward and will help offset any potential European woes that STD may experience in the near term.

To top it all off, STD pays out a solid dividend, ~5%, while you wait things out.

The current EURO downturn presents an excellent opportunity to buy into STD on the cheap. So get out there and make yourself some money Fools!

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#9) On December 11, 2010 at 12:10 AM, motleyanimal (58.16) wrote:

Thumbs Down on YOKU. This craziness won't last long.

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#10) On December 11, 2010 at 12:44 AM, catoismymotor (< 20) wrote:

LACO - Their book value is 2.5x the share price. Cash in hand is 87% of the share price. Inside ownership is high. They are profitable again.

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#11) On December 11, 2010 at 1:20 AM, HarryCaraysGhost (99.63) wrote:

This one was'nt bad

Pitch by: harrycarysghost 10/25/10 12:55 AMReply | Report this post
                                                                                                                                                                                                                                                                            

 

 

 

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#12) On December 11, 2010 at 9:01 AM, HarryCaraysGhost (99.63) wrote:

That did'nt copy and paste correctly so let me give you my pitch for MCZ

Awww! what the hell. It's about time for this puppy to spike.

Wow, looks like I was right :)

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#13) On December 11, 2010 at 9:49 AM, rd80 (97.55) wrote:

My last pitch before TMF was a green thumb on MKSI

One of the hits while researching a Fool article http://www.fool.com/investing/general/2010/09/01/cash-rich-small-caps.aspx

MKS Instruments provides measurement and control products to a variety of industrial customers.

The balance sheet has about $6 of net cash on the balance sheet. Selling at a fwd PE of 6.5 with revenue and earnings both ramping up over the past four quarters.

DIsclosure: No position at time of posting.

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#14) On December 11, 2010 at 9:50 AM, rd80 (97.55) wrote:

Six picks without pitches - I've got some writing to do.

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#15) On December 11, 2010 at 9:51 AM, rd80 (97.55) wrote:

AZZ and PRIM were picks from article research.

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#16) On December 11, 2010 at 9:51 AM, rd80 (97.55) wrote:

SNN was article research based on my hip replacement.

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#17) On December 11, 2010 at 9:52 AM, rd80 (97.55) wrote:

The F green thumb followed its earnings report.

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#18) On December 11, 2010 at 9:53 AM, rd80 (97.55) wrote:

TMP is a small bank I've had on my watchlist ever since it said 'NO' to TARP two years ago.

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#19) On December 11, 2010 at 9:55 AM, rd80 (97.55) wrote:

I green thumbed CLCT following fellow Fool ikkyu2's blog entry. 

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#20) On December 11, 2010 at 9:57 AM, rd80 (97.55) wrote:

Disclosure:  No postion in any stock I've mentioned in this blog thread.

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#21) On December 13, 2010 at 11:34 AM, lemoneater (70.30) wrote:

I really am excited about the future for TSCDY. PK. I wrote a long pitch about it awhile back. http://caps.fool.com/Blogs/in-the-pink-a-healthy-grocery/428932?source=itxsitmot0000001&lidx=1 I would add that recently Scotland had a lot of snow. Many businesses were closed, but Tesco remained open. I think that they will have a good quarter with Christmas and more people buying emergency supplies from them. It has a 2% dividend, but I consider it more of a long term growth stock.

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#22) On December 13, 2010 at 12:24 PM, lemoneater (70.30) wrote:

The stock that I most recently added more of to my real life portifolio was BSI (formerly Blue Square Israel now called Alon Holdings) which is another international grocery chain. I think that both TSCDY and BSI have growth ahead of them.

 

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