AzCactus Posted December 27, 2017 Share Posted December 27, 2017 I know it's cheesy and perhaps a little short sighted but it's the holidays so what the heck! My pick is LUK. I think that the company is headed in the right direction and making some smart moves. Probably not the sexiest pick around. Link to comment Share on other sites More sharing options...
no_free_lunch Posted December 27, 2017 Share Posted December 27, 2017 Sure, I will contribute. GUD.to. It is more of a multi-year stock so we will see if anything happens over the next year. There is a thread on it with much better information that I can quickly throw out. Link to comment Share on other sites More sharing options...
rb Posted December 27, 2017 Share Posted December 27, 2017 It's not a stock, but put options look mighty attractive at this point. Link to comment Share on other sites More sharing options...
no_free_lunch Posted December 27, 2017 Share Posted December 27, 2017 Anything in particular for the puts? Link to comment Share on other sites More sharing options...
rb Posted December 27, 2017 Share Posted December 27, 2017 Well I think that puts are looking attractive on most things. I am in particular looking at getting puts on large positions that that have had a large run up but I also like but don't want to sell or can't. Things like BRK, WFC, MGA, etc. Since insurance is really cheap at this time I think it makes sense to pick up some in order to protect gains that have been made. Clearly a defensive posture on my part but hey, a dollar not lost is kinda like a dollar made right? Link to comment Share on other sites More sharing options...
abyli Posted December 27, 2017 Share Posted December 27, 2017 NTES Link to comment Share on other sites More sharing options...
premfan Posted December 27, 2017 Share Posted December 27, 2017 Airbnb. Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted December 28, 2017 Share Posted December 28, 2017 I'm finding value in small/micro cap commodity/energy stocks. Two that trade below 2x FTM EV/EBITDA are GCM.TO and ASND.TO. The former being a gold company in Colombia and the latter being zinc in Honduras. Both are growing and will be free cash flow positive next year at current commodity prices. On the energy side, PPR.TO, trades at closer to 4x EV/EBITDA but have giant catalysts worth potentially more than the EV of the company in a NAFTA lawsuit (that has already had its arbitration hearing) and legalization of Quebec Shale development where they have huge acreage but have booked zero reserves. Perhaps a third each for one 2018 pick! Link to comment Share on other sites More sharing options...
orion Posted December 28, 2017 Share Posted December 28, 2017 IVFH Link to comment Share on other sites More sharing options...
frommi Posted December 28, 2017 Share Posted December 28, 2017 SHOS Link to comment Share on other sites More sharing options...
Sharad Posted December 29, 2017 Share Posted December 29, 2017 Ensco (ESV) Teva Pharmaceuticals (TEVA) Cathedral Energy Services Ltd (CET.TO) Link to comment Share on other sites More sharing options...
Spekulatius Posted December 29, 2017 Share Posted December 29, 2017 Added to NG Mlp SEP today. This is essentially an equity bond. I also like BWP in the same space for around. $13, since they do in excess of $2 per unit in DCF. This is owned by L and I can’t for the life of me figure out, why they haven’t taken out their limited partners. Link to comment Share on other sites More sharing options...
plato1976 Posted December 29, 2017 Share Posted December 29, 2017 will airbnb IPO in 2018? Airbnb. Link to comment Share on other sites More sharing options...
BG2008 Posted December 29, 2017 Share Posted December 29, 2017 Added to BG Mlp SEP today. This is essentially an equity bond. I also like BWP in the same space for around. $13, since they do in excess of $2 per unit in DCF. This is owned by L and I can’t for the life of me figure out, why they haven’t taken out their limited partners. Spekulatius, what exactly is this BG Mlp SEP? I'm also seeing a lot of MLPs in that high single digit distribution yield range Link to comment Share on other sites More sharing options...
Spekulatius Posted December 29, 2017 Share Posted December 29, 2017 I meant NG ( natural gas) - phat finger when typing on my phone. I think the MLP are selling off due to concerns about the tax reform, which believe to be unfounded. Link to comment Share on other sites More sharing options...
Tim Eriksen Posted December 29, 2017 Share Posted December 29, 2017 micro cap - ORBT regional bank - CUBI Link to comment Share on other sites More sharing options...
Guest cherzeca Posted December 29, 2017 Share Posted December 29, 2017 tsla puts Link to comment Share on other sites More sharing options...
LowIQinvestor Posted December 29, 2017 Share Posted December 29, 2017 OFG Bancorp- ( OFG)- Buying aggressively! half of tangible book value buybacks in Q1 Possible acquisition candidate by BPOP HAPPY NEW YEAR! Link to comment Share on other sites More sharing options...
KJP Posted December 29, 2017 Share Posted December 29, 2017 Cambium Learning Group (ABCD) Link to comment Share on other sites More sharing options...
DocSnowball Posted December 30, 2017 Share Posted December 30, 2017 Biotech M&A with cash inflows after tax reform - two that I’m holding are Achaogen and Paratek Antibiotic stocks for small and micro caps were annihilated in Q3 and 4 2017, time for big Pharma to wake up and stop them from consolidating together Link to comment Share on other sites More sharing options...
JayGatsby Posted December 30, 2017 Share Posted December 30, 2017 I'll take KMI. Link to comment Share on other sites More sharing options...
Investmentacct Posted December 30, 2017 Share Posted December 30, 2017 BB Link to comment Share on other sites More sharing options...
whiterose Posted December 31, 2017 Share Posted December 31, 2017 In the words of Tom Keene (Bloomberg Radio): "triple long money market" ;- ) Link to comment Share on other sites More sharing options...
DooDiligence Posted December 31, 2017 Share Posted December 31, 2017 You asked about stock picks for 2018 so this may not be appropriate but I'm looking at protecting downside for the upcoming year. We don't make money by buying into a rosy consensus & I believe healthcare presents a lot of possibilities for the next 10 to 20 years, without all the good cheer by market participants. I'm around 1/3 healthcare: 3% ABC (trimmed a bit 4 a gain as I believe they're the most threatened in the long term by Amazon) 3.9% BBH (covers biotech biggies which I'm unqualified to look at but want exposure to) 4.6% CVS 6.8% DVA 7.1% EW (owned 4+ years) 6.8% NVO (owned a bit over a year & plan on owning 4 the next decade) I believe CVS will look ugly in the short term due 2 the AET deal but that they could emerge as a the 1st healthcare superstore by taking high margin / low delivery cost biz away from existing providers (hospitals, etc.) Work space is abundant (4 more Minute Clinics) but staffing up will be a constraint for CVS. (if they even execute on this.) --- Overall, long term bullish on healthcare, consumers & Berkshire (short term, no ideas.) Link to comment Share on other sites More sharing options...
sleepydragon Posted December 31, 2017 Share Posted December 31, 2017 I am adding a bit more of TWX. Think even if deal doesn't go through, downside is limited. I also like pnc, which holds a lot of blackrock stock. It should benefit from the tax cut (large unrealized capital gain) and easier banking regulations. Also, loading up on ibonds. As much as I could (the maximum 50k :) Link to comment Share on other sites More sharing options...
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