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concealedweaponR (< 20)

Your ABOUT TO EXPLODE, or FALL OFF A CLIFF pick.

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August 06, 2012 – Comments (6)


       Hi friends, help give me some great ideas to research that if any you would bet your money on as the  about to make a big move stock. Wether its a short or a long pick help me with some awesome ideas for due dilligence. I did this once before and got awesome recommendations.       THANKS!!!!!!!!!! 

6 Comments – Post Your Own

#1) On August 06, 2012 at 7:05 PM, motleyanimal (97.81) wrote:

I've been waiting all year but I believe Brigus Gold is ready to breakout in the next month or two.

 


BRD

 

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#2) On August 06, 2012 at 7:10 PM, thecherryz (94.71) wrote:

Hi Concealed.  I've seen you via comments for a year or two, never actually saw many of the blogs you have posted.  I keep myself out of the spotlight I guess.  I would suggest looking into going long Yahoo!  Recently they have agreed to sell half of alibaba, which helps assign a reasonable valuation to their stake, they have a giant stake in yahoo! japan, and they have a good amount of cash on hand.  After adding up the asian assets and assigning a value to the core business, you may come to a conclusion similar to me that the business is trading at a discount to it's parts.  In addition, I believe that there are many money-losing units at Yahoo! that Mayer may cut which will further enhance/give more visibility to the core business' profitability potential.  Even if you assume that this core business is in decline and assume a 40% tax rate for the asian assets, yahoo seems like an incredible deal.  Another thing is they have authorized over $5 billion in stock buybacks, which if used to purchase shares at around this price would further help increase the intrinsic value per share of those shareholders who remain outstanding.   I have call options on yahoo.

 If i was to choose one more stock, I would look at True Religion, TRLG.  Earnings have been rising although they have been pulling out of outlets and into retail stores for higher margins.  This seems promising for the future.  In addition they trade at a low p/e or peg relative to their expected growth.  Finally, they have a large amount of cash on the balance sheet which can be used to further expand their retail store concept.  Oh, and they also recently authorized a dividend, making them appear more attractive to many people.  I think TRLG at this price can be of great value to many people. 

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#3) On August 06, 2012 at 7:50 PM, concealedweaponR (< 20) wrote:


     Thank you both very much. Plus Cherryz, special thanks for such an indepth analysis. You surely sold me on yahoo. I appreciate it more than words can express. 

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#4) On August 06, 2012 at 9:13 PM, thecherryz (94.71) wrote:

Thanks concealed, there are several other people with analysis online that you could find for yahoo.  Although I am long yahoo options, I think when looking at the common stock TRLG may be the better option of the two.  Do your research.

 

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#5) On August 06, 2012 at 9:56 PM, rd80 (99.11) wrote:

BTU

It already fell off a cliff.  Not much chance of exploding up, but decent chance it'll claw its way back up the cliff.

Disclosure:  Long BTU.  Which means I bought it much higher, so maybe the best approach on it is the opposite of what I think. ;)

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#6) On August 07, 2012 at 1:54 AM, MegaShort (99.95) wrote:

I would guess GNW is more likely to explode than fall off a cliff. 

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