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Post by laupailee on Dec 24, 2013 9:36:29 GMT -5
By virtue of your presence at the Cyberspace Sands forum, you've already shown stock market savvy and wisdom, far beyond the typical investor!
So, it might be interesting to hear favorite stock recommendations for 2014 from our august board members. With the market feeling so "toppy" of late, are there still bargains to be had? New growth stories taking off? Value stocks so beaten down that they demand to be bought?
Or are you accumulating cash?
If you have one or two recommendations that you believe in so much that you'll be committing money to it, let the rest of us know so we can also evaluate your ideas.
We can provide a good sounding board for each other, and perhaps unearth some good investment ideas for 2014.
LPL
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Post by ccogburn on Dec 24, 2013 9:55:57 GMT -5
Sprint, Zynga....2 no brainers.
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Post by Deleted on Dec 24, 2013 10:14:20 GMT -5
LACO and IGT
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Post by spaceman on Dec 24, 2013 11:34:48 GMT -5
PSEC
Business Summary Prospect Capital Corporation is a business development company. It specializes in middle market, mature, mezzanine finance, later stage, emerging growth, buyouts, recapitalizations, turnaround, growth capital, development, cash flow term loans, and bridge transactions. It also makes real estate investments particularly in multi-family residential real estate asset class. The fund makes secured debt, senior debt, unitranche debt, first-lien and second lien, mezzanine debt, and equity investments in private and microcap public businesses. It typically invests across all industry sectors, with a particular expertise in the energy and industrial sectors. The fund invests in oil and gas production, coal production, materials, industrials, consumer discretionary, information technology, utilities, pipeline, storage, power generation and distribution, renewable and clean energy, oilfield services, healthcare, food and beverage, education, business services, and other select sectors. It prefers to invest in the United States and Canada. The fund seeks to invest between $10 million to $250 million per transaction in companies with EBITDA between $5 million and $150 million, sales value between $25 million and $500 million, and enterprise value between $5 million and $1000 million. It fund also co-invests for larger deals. The fund seeks control acquisitions by providing multiple levels of the capital structure. The fund focuses on sole, agented, club, or syndicated deals.
Yield about 12 YTD Total Return 15.75%
ARYC
Business Summary Arrayit Corporation, a life sciences technology company, develops manufactures, and markets life science tools and integrated systems for the analysis of genetic variation, biological function, and diagnostics. The company develops and supports microarray tools and components; custom printing and analysis of microarrays for research; and the identification and development of diagnostic microarrays and tools for early detection of treatable disease states. It offers microarray printing technology, which allows the manufacture of DNA, protein, antibody, lipid, carbohydrate, and other types of microarrays for research and diagnostic applications, including gene expression, genotyping, and protein profiling; and instrumentation, including NanoPrint, SpotBot, SpotLight CCD fluorescence scanners, SpotWare colorimetric scanners, InnoScan laser scanners, TrayMix hybridization stations, high speed centrifuges, air jets, and vacuum products. The company also manufactures consumables, which include glass substrates and slides, reagents, solutions, kits, and clean room supplies; and provides Variation Identification Platform technology that allows diagnostic tests to be performed by depositing approximately 100,000 patient samples onto a single microarray. It serves genomic research centers, pharmaceutical companies, academic institutions, clinical research organizations, government agencies, and biotechnology companies worldwide. The company was formerly known as TeleChem International, Inc. and changed its name to Arrayit Corporation in February 2008. The company was founded in 1993 and is based in Sunnyvale, California.
It's a penny stock. IMO, only invest if you can afford to loose it all. Pre symptomatic diagnostic tests. 2014 looks very interesting.
YTD Total Return 266.67%
LVS
I agree with lau. 100 coming soon.
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Post by tr186 on Dec 24, 2013 13:18:31 GMT -5
ADXS for speculation. GE, LVS, JNPR are and will contiue to be my largest three holdings.
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Post by ccogburn on Dec 24, 2013 15:22:17 GMT -5
My spec stock is ACAD Arcadia Pharma.....I got in at 18 though, expecting that one to have a huge year if the FDA approval hits. As the population ages and lifespans increase I am betting on there Parkinson's disease drug that is in the works....
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Post by Blitz on Dec 25, 2013 0:07:08 GMT -5
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Post by iamaverb on Dec 25, 2013 14:37:12 GMT -5
For speculation and hopefully spectacular returns
SFXE for their domination of the EDM market ACTC for their domination of the human embryonic stem cell market TRQ because, well just because.
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Post by Deleted on Dec 25, 2013 19:52:52 GMT -5
Will continue to dance with the ones that brung me....gaming and media. If I were venturing out, it'd be Opko Health (OPK) as I'd try to ride the insider buying of Dr. Phillip Frost, go look...pretty incredible. Have sold puts on OPK here and there, but no big position. Will check out all the above names though since you guys like 'em.
Gaming. I think the big 3 continue to stand head and shoulders above the rest. Wynn, LVS, and MPEL, don't see anything better. Running a few lengths back are MGM, BYD, PNK, and PENN. On the inside rail, but still in last place hoping for a few chips to fall their way is CZR....my spec play for 2014.
Media. I think the content providers start climbing in bed with each other as content delivery systems begin to pair off in order to try and gain more leverage. Time Warner (TWX) splitting off the print could help them and CBS spinning of the Outdoor Billboards could free them up a bit. Lionsgate (LGF) could be a snack for 21st Century Fox (FOXA) or Viacom (VIAB, both of those also good picks. Discovery (DISCA), Scripps (SNI), Starz (STRZA), DreamWorks (DWA), Madison Sq. Garden (MSG), etc...I'm betting will all see some m&a activity. John Malone has started consolidating cable companies again, Time Warner Cable (TWC) and Charter so content providers will need to bulk up in order to be able to demand higher fees.
All in all, I would say Japan and online gaming will be the two biggest stories for us. In media, M&A will rule. As they say, just my two cents worth...so that's probably what its worth!!
FF
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Post by Blitz on Dec 25, 2013 21:18:16 GMT -5
FF, I too think LGF could become a takeover target. If 'Divergent' is a winner at the box office, I would expect a takeover offer.
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Post by Deleted on Dec 26, 2013 2:32:30 GMT -5
Apple's china deal should make the share purr this year And VRNG , it's business model is coming to fruition this year, Google infringement of It's search patents payday coming, Patent infringement by ZTE has resulted in injunctions....
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Post by major on Dec 31, 2013 13:27:33 GMT -5
MU - With them acquiring Elipda, has opened up quite a few new doors, both in production and partnerships
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Post by Deleted on Jan 4, 2014 21:48:50 GMT -5
I'm staying with Macau scene . GXYEF (Galaxy) and SJMHF (SJM). Galaxy building out their phases 2,3 & 4, the largest landowner in Cotai area, and SJM (yes, THAT SJM; Stanley Ho ) is building out on their 2 Cotai parcels; one near Wynn and MGM Cotai sites, and the other borders west edge of Melco 's MSC property. This parcel will be last one of the two to be developed, however. GL everyone.
tf
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Post by Deleted on Jan 4, 2014 22:13:39 GMT -5
My apologies to the Board. I'm new and didn't realize previously that this thread is for "non-casino" stocks.
I'm current reviewing business articles, key statistics and the like for the following 3 stocks now that I have found that their TA charts are excellent: HA (Hawaiian Airlines), CMLS (Cumulus Media) and SHOR (ShoreTel). GL
tf
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Post by WC on Jan 4, 2014 23:07:08 GMT -5
My apologies to the Board. I'm new and didn't realize previously that this thread is for "non-casino" stocks. tf, it's really not a problem. From the thread title, it's natural not to think in terms of non-casino stocks only. In fact, I'd say the thread should simply be open to all stocks, including casino ones, since there's no point in breaking the two categories up into separate threads!
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Post by Deleted on Jan 5, 2014 0:15:40 GMT -5
Thx BD, appreciate the thoughts.
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Post by platnumtouch on Jan 5, 2014 5:49:02 GMT -5
Hello Everyone :
What is the story with MGM ? Is MGM a rising stock, the way LVS was four years ago ?
It has jumped from $18.50 to $23.50 in less than one month.
I am tempted to invest in MGM. Or , is it better to put more into LVS, and other companies ?
Any thoughts please ?
Many thanks.
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Post by Blitz on Jan 5, 2014 8:07:28 GMT -5
My quick take on MGM... I thought MGM was perfectly priced at $14 because their financials are smoke mirrors, supported by bankers that decided their outstanding loans measured against MGM's properties' value, made MGM too big to fail. So, when I look at MGM I see smoke and mirrors supported by hope and prayers.
You can also see both the smoke and mirrors pretty quickly by going to MGM's financials, especially their balance sheet. Compare MGM's balance sheet to LVS' balance sheet. Look at 'goodwill' and 'intangibles' for both. MGM has pretty big numbers there and LVS has very small numbers there. Now, compare the total liabilities of both against individual market caps and the debt of each. Now, look at revenue for both. MGM looks like it barely has enough revenue to service its debt and LVS can easily service its debt. That tells me any economic hiccups in Macau/China and Vegas, makes MGM ability to service debt immediately imperiled... maybe even beyond saving via 'too big to fail?
My bottom line, MGM is going up based on hope and prayers that Vegas stays steady and their 1/2 ownership in the new casino in Macau will generate enough revenue to keep servicing their debt, before any economic hiccups change perceptions.
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Post by Deleted on Jan 5, 2014 9:16:03 GMT -5
Hey Plat! My guess is that ANYBODY with a remote chance of positive Japan developments over the next year will have people buying their stock. MGM and even CZR for that matter on paper, as blitz said, look to be a mess. But, if MGM could partner with the right group and get into Japan along with having a Cotai property coming online, and online gambling spreads, heck, it could work. Same with CZR. Both are "higher risk" companies that must have some things go their way and are most likely going to require some more "engineering" to pull it off, but if they can do it, the "higher reward" may follow. LVS at this point looks like the lowest risk, so it may….from this point….have the lower return (gasp!!….did I actually just say that?). Go check out the article I posted from 2008 under the other thread "articles and media on lvs" on the main page. My point is that the best return came from when LVS had "going concern" questions swirling around it….just as MGM and CZR have today. I am not recommending either, but just putting it out there as a possibility. Risk & reward……period. MGM and CZR could easily restructure and leave the equity holder with nothing….zip….zero. Or, they could pull off Japan, Vegas could experience a boom, online poker could spread like wildfire, they could get their debt bought back at deep discounts if rates go up and their risk profile falls, and it plays out well for them. Who knows? Certainly not me!! So, I think it all depends on your appetite for risk. Do your Due Diligence and decide on your belief in Jim Murren, Bobby Baldwin, and the rest of MGM's management, your views on the U.S. economy and Vegas since MGM is so highly levered to Vegas, what the outlook for the lower tier properties are and what effect the shining and gleaming Genting property may have, if the tearing down of Harmon at City Center will eventually clear the way for a more successful property, etc…..and then place your bets accordingly. Hate to sound so wishy washy, but it's like watching somebody play blackjack. While there are correct statistical plays, sometimes, you just want to gamble….and there's nothing wrong with that!! BJK, the gaming ETF could be the way to go if you just can't decide and don't want to try to pick just one.
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Post by Deleted on Jan 6, 2014 16:49:47 GMT -5
I'm in three stocks
LVS MNKD S
betting the farm.
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Post by nasa_rs on Jan 6, 2014 18:25:12 GMT -5
BAC, bank of america.
It should hit $22 at year end currently $16.66 after two strong days. I have been in the stock over 2 years. It should hit $30 in 3 years and top out close to $50 in 5 years.
NASA_rs
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Post by Blitz on Jan 14, 2014 11:09:45 GMT -5
ISLT has been quietly sneaking up.... keeping my fingers crossed good news is on the way?
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Post by Deleted on Jan 15, 2014 18:53:28 GMT -5
BAC, bank of america. It should hit $22 at year end currently $16.66 after two strong days. I have been in the stock over 2 years. It should hit $30 in 3 years and top out close to $50 in 5 years. NASA_rs
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Post by Deleted on Jan 15, 2014 19:11:35 GMT -5
Good call: I expect financials in general will move up strongly this year. I loaded up on BAC in 2/09 and later on dips and have been patiently waiting for a big move up and resumption of the dividend which might occur in '14. I've over 10K shares now averaged at $7.35 and have been moving it gradually into a ROTH IRA. In the oil patch, I've got ETP, EPD, CLMT, and MEMP. I also bought some F at under $2 back in '09 but didn't dare to grab LVS until it was $7.25. I rarely sell and have quite a lot of CSCO and INTC which I keep for the dividends. My mREITs are NCT and NRZ. My speculative play is ESPH, a clean water play that is suing HAL for patent infringement. I'm presently almost all in equities, no gold or silver but am thinking I may be ready to initiate a commodities play in copper soon if it appears emerging markets and China show some positive signs.
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Post by frenchysxm on Jan 17, 2014 22:49:59 GMT -5
For speculation and hopefully spectacular returns SFXE for their domination of the EDM market ACTC for their domination of the human embryonic stem cell market TRQ because, well just because.
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