LongHaul Posted May 18, 2017 Share 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 Link to comment Share on other sites More sharing options...
boilermaker75 Posted May 18, 2017 Share Posted May 18, 2017 CBI Link to comment Share on other sites More sharing options...
Scuttlebutt Plunger Posted May 18, 2017 Share Posted May 18, 2017 Hospitals - secular headwinds on the horizon and threats from the proposed AHCA bill Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 18, 2017 Share Posted May 18, 2017 Fairfax ;) Link to comment Share on other sites More sharing options...
racemize Posted May 18, 2017 Share Posted May 18, 2017 CBI +1 on that one. EZPW kind of, but half-way recovered. Link to comment Share on other sites More sharing options...
DooDiligence Posted May 18, 2017 Share Posted May 18, 2017 PBM's Link to comment Share on other sites More sharing options...
merkhet Posted May 18, 2017 Share Posted May 18, 2017 How has no one mentioned Sears by name yet?!? Link to comment Share on other sites More sharing options...
boilermaker75 Posted May 18, 2017 Share Posted May 18, 2017 CBI +1 on that one. EZPW kind of, but half-way recovered. New 7-year low today. Link to comment Share on other sites More sharing options...
rb Posted May 18, 2017 Share Posted May 18, 2017 Valeant? Link to comment Share on other sites More sharing options...
bskptkl Posted May 18, 2017 Share 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. Link to comment Share on other sites More sharing options...
Jurgis Posted May 18, 2017 Share Posted May 18, 2017 Fannie and Freddie. Coal. Oil. Gas. Retail. Autos. Link to comment Share on other sites More sharing options...
rkbabang Posted May 18, 2017 Share 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. Link to comment Share on other sites More sharing options...
KCLarkin Posted May 18, 2017 Share 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. Link to comment Share on other sites More sharing options...
Desert_Rat Posted May 18, 2017 Share Posted May 18, 2017 Canadian oil patch Gold Pretty much everything I own except what should be doing shitty, like bank preferreds. Link to comment Share on other sites More sharing options...
Liberty Posted May 18, 2017 Share Posted May 18, 2017 SHLD HCG CXR Link to comment Share on other sites More sharing options...
tede02 Posted May 18, 2017 Share Posted May 18, 2017 CHK and BXE. Both of which I had no business buying and probably contributed only negative IQ to the threads. Link to comment Share on other sites More sharing options...
Guest MarkS Posted May 18, 2017 Share Posted May 18, 2017 Airlines Link to comment Share on other sites More sharing options...
gfp Posted May 18, 2017 Share 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. Link to comment Share on other sites More sharing options...
OracleofCarolina Posted May 18, 2017 Share Posted May 18, 2017 GILD Link to comment Share on other sites More sharing options...
no_free_lunch Posted May 18, 2017 Share Posted May 18, 2017 SSW LILA Link to comment Share on other sites More sharing options...
Foreign Tuffett Posted May 18, 2017 Share 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 Link to comment Share on other sites More sharing options...
Philip Morris IV Posted May 18, 2017 Share 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? Link to comment Share on other sites More sharing options...
Gregmal Posted May 18, 2017 Share Posted May 18, 2017 This should be called the everything but technology stocks thread. Link to comment Share on other sites More sharing options...
Desert_Rat Posted May 19, 2017 Share 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! Link to comment Share on other sites More sharing options...
Desert_Rat Posted May 19, 2017 Share Posted May 19, 2017 This should be called the everything but technology stocks thread. +1 Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now