LongHaul Posted April 4, 2014 Posted April 4, 2014 What are the most hated stocks/sectors right now? Might be a good place to look for longs. Russia and the Ukraine come to mind. Short selling has been run over - not sure how to play that.
Guest hellsten Posted April 4, 2014 Posted April 4, 2014 Retail? http://www.gurufocus.com/short-stocks.php JCP, SHLD, WTW are all value traps and have no reason to exist. That's why I bought them. I hate money.
racemize Posted April 4, 2014 Posted April 4, 2014 payday lending (maybe rightfully so) for-profit education (also maybe rightfully so)
DTEJD1997 Posted April 4, 2014 Posted April 4, 2014 Mining stocks are definitely in a despised group. A lot of them deserve to be there, but not all of them... What about shipping? That has been in the doldrums for a long time. For profit education of course. COCO has yet another lawsuit against it. How long can they hold out? The whole education system will be changing. Not soon enough.
fareastwarriors Posted April 4, 2014 Posted April 4, 2014 Retail? http://www.gurufocus.com/short-stocks.php JCP, SHLD, WTW are all value traps and have no reason to exist. That's why I bought them. I hate money. lol
thepupil Posted April 4, 2014 Posted April 4, 2014 http://online.wsj.com/mdc/public/page/2_3062-amexshort-highlites.html#shortF http://seekingalpha.com/article/2060273-s-and-p-1500-most-heavily-shorted-stocks http://www.highshortinterest.com/
yadayada Posted April 4, 2014 Posted April 4, 2014 anything really that is about to be replaced by a new technology. Usually after the market thinks this, some kind of imminent disaster is priced into the stock, like with outerwall.
fenris Posted April 4, 2014 Posted April 4, 2014 Apparel retail and casual dining (deadly combo: middle class consumer squeeze and decline of brick and mortar)
xxx1313 Posted April 4, 2014 Posted April 4, 2014 British food retailers, Tesco and Morrison's. And nearly everything mining-related.
rkbabang Posted April 4, 2014 Posted April 4, 2014 Gun stocks? They don't look all that hated to me. SWHC 2yr chart
original mungerville Posted April 4, 2014 Posted April 4, 2014 Gold stocks. I think if Yellen keeps tapering, the stock market starts to decline, then she reverses course - gold stocks are really really going to rise.
constructive Posted April 4, 2014 Posted April 4, 2014 BODY ARO Do you think BODY will survive 2014? It seems unusual how they went from profitability to enormous losses so quickly. Were the previous financials deceptive?
Guest wellmont Posted April 4, 2014 Posted April 4, 2014 any stock with sears in the name. sears holdings. sears hometown. sears canada.
rainman Posted April 4, 2014 Posted April 4, 2014 Gun stocks? They don't look all that hated to me. SWHC 2yr chart I have some SWHC. not bad :)
ItsAValueTrap Posted April 4, 2014 Posted April 4, 2014 Gun stocks? They don't look all that hated to me. SWHC 2yr chart I have some SWHC. not bad :) To me, they're hated in the sense that valuations are low. Both RGR and SWHC are currently magic formula stocks. For-profit education and MLM are also currently showing up on magic formula investing, alongside tech companies like Microsoft, Apple, and King (!). Their short interest is high. However, if you define "hated" as stocks with high short interest and expensive borrows, then there are areas that short sellers hate a lot more. I think the intention of the original posted was to discuss areas that the longs hate. 2- On a backwards-looking basis, the gun stocks have seen their profits grow like Salesforces' revenues. Yet their P/Es are incredibly low. Super-hot growth stocks usually attract very high multiples. RGR is at a 11.33 P/E. SWHC is at a 9.82 P/E. So this is why I say gun stocks. I define hated based on my ideas about valuation. Of course, other people in this thread are applying different criteria. Certainly you could use criteria such as: "Ick factor" Declines in share price Price/book net-net liquidation value P/E PEG ratio Discounted cash flow Inability to raise capital share repurchases etc. (*I am long RGR calls, so I might be a little biased!)
alertmeipp Posted April 4, 2014 Posted April 4, 2014 Biotech. If you have it, get rid of it. I am buying some names.
no_free_lunch Posted April 5, 2014 Posted April 5, 2014 Payday lenders / pawn shops are out of favor at the moment. EZPW seems too cheap relative to past earning level and growth.
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