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Thread for hated, scorned and despised stocks or sectors


LongHaul
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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

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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.

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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.

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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!

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