LongHaul Posted May 18, 2017 Posted May 18, 2017 Thread for hated, scorned and despised stocks or sectors No need to do any analysis or even like them but I thought a thread for out of favor stocks or sectors might highlight opportunities for contrarians. Some current hated names. Macy's and retail Hertz
Scuttlebutt Plunger Posted May 18, 2017 Posted May 18, 2017 Hospitals - secular headwinds on the horizon and threats from the proposed AHCA bill
racemize Posted May 18, 2017 Posted May 18, 2017 CBI +1 on that one. EZPW kind of, but half-way recovered.
boilermaker75 Posted May 18, 2017 Posted May 18, 2017 CBI +1 on that one. EZPW kind of, but half-way recovered. New 7-year low today.
bskptkl Posted May 18, 2017 Posted May 18, 2017 NICK trading $8.30 book value $14 bought back over 1/3 of the float at $14.85 2 years ago! What a colossal mistake. Announced bad earnings today.
rkbabang Posted May 18, 2017 Posted May 18, 2017 BH and I was going to say Blackberry, but it appears to have just gone way up in the past few months.
KCLarkin Posted May 18, 2017 Posted May 18, 2017 Online lenders: LC and ONDK * Though there is some argument that these stocks have just dropped from outrageously expensive to expensive. OnDeck trades for less than book value but that is probably appropriate given the negative ROE.
Desert_Rat Posted May 18, 2017 Posted May 18, 2017 Canadian oil patch Gold Pretty much everything I own except what should be doing shitty, like bank preferreds.
tede02 Posted May 18, 2017 Posted May 18, 2017 CHK and BXE. Both of which I had no business buying and probably contributed only negative IQ to the threads.
gfp Posted May 18, 2017 Posted May 18, 2017 Yeah, It's hard to get any more hated and scorned than Biglari Holdings at 376 / share. Trading for less than cash and securities net of tax liabilities and it owns a couple businesses outright. BH and I was going to say Blackberry, but it appears to have just gone way up in the past few months.
Foreign Tuffett Posted May 18, 2017 Posted May 18, 2017 This is a good idea for a thread, as mispricings are more likely in sectors that are being avoided wholesale. My picks: Autos (especially the OEMs) Shopping mall REITs Retailers Natural gas E&Ps Publicly traded hedge funds and asset managers And the bane of FinTwit: LILA
Philip Morris IV Posted May 18, 2017 Posted May 18, 2017 Canadian oil patch Gold Pretty much everything I own except what should be doing shitty, like bank preferreds. Just curious, why do you think bank preferreds should be doing shitty?
Gregmal Posted May 18, 2017 Posted May 18, 2017 This should be called the everything but technology stocks thread.
Desert_Rat Posted May 19, 2017 Posted May 19, 2017 Canadian oil patch Gold Pretty much everything I own except what should be doing shitty, like bank preferreds. Just curious, why do you think bank preferreds should be doing shitty? Because a year ago inflation was going to kill them. Hmmm, same with gold and oil, only in opposite. I found the problem with my portfolio! Me!
Desert_Rat Posted May 19, 2017 Posted May 19, 2017 This should be called the everything but technology stocks thread. +1
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