I would like to take this opportunity to wishes you all a great Holidays season. May you get great time with your loved ones. I wish everybody health, joy and happiness.
François
François
lundi 24 décembre 2012
mardi 4 décembre 2012
Where do we stand now???
Well since last post markets have been going nowhere and it was very difficult to establish some good entry points.
As of today, there are many interesting stocks at huge discount price to what they should be trading.
GPL (GSR.TO) : Anything under 2$ is a real good medium term value. It is now trading near it's 52weeks low and even if overall silver production has been a little less than last year and that overall cost per ounce has increased, they have good and solid plan to reverse it all. At today's price, it definitely means a good time for accumulation.
HOV: This stock is trading in a good range and toward it's 52 weeks high. Higher highs and higher lows seems to indicate a good move to the upside. Construction sector has been very good lately and based upon today's results release from their competitor, it seems that this trend is there to continue for a good period of time.
UUU: This stock does not reflect the real value and is now trading under book value. Sure uranium market is in a slump for another quarter or 2 BUT this also signals a good period to accumulate. I would not get all -in on this one but this is a great long term play.
AC.B (TSX): Simply incredible that this airline is still trading at this level. Air Canada still has one thing to resolve and it is in regard of pension plans deficit. IF they were to fix it, expect a sudden and very interesting price increase and honestly, do you think the Canadian government will let them go down???
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
As of today, there are many interesting stocks at huge discount price to what they should be trading.
GPL (GSR.TO) : Anything under 2$ is a real good medium term value. It is now trading near it's 52weeks low and even if overall silver production has been a little less than last year and that overall cost per ounce has increased, they have good and solid plan to reverse it all. At today's price, it definitely means a good time for accumulation.
HOV: This stock is trading in a good range and toward it's 52 weeks high. Higher highs and higher lows seems to indicate a good move to the upside. Construction sector has been very good lately and based upon today's results release from their competitor, it seems that this trend is there to continue for a good period of time.
UUU: This stock does not reflect the real value and is now trading under book value. Sure uranium market is in a slump for another quarter or 2 BUT this also signals a good period to accumulate. I would not get all -in on this one but this is a great long term play.
AC.B (TSX): Simply incredible that this airline is still trading at this level. Air Canada still has one thing to resolve and it is in regard of pension plans deficit. IF they were to fix it, expect a sudden and very interesting price increase and honestly, do you think the Canadian government will let them go down???
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 10 octobre 2012
The Play Of the Day GPR.TO / GPL GSR.TO
Well, those 2 plays are totally different one but they both offer something really interesting.
Ok, let's start with a pure silver play that i like a lot. GPR.TO (GPL on the us side) is a great play on silver and the kind of company that you buy for a long run.
At the current level this is one that you can count on to rebound whenever silver will. They are very profitable, very stable and far from being out of resources.
So at this price you have 2 options: you can buy on the short term to get a good return on investment whenever silver price reverse actual course (that could be very soon) OR you can buy for a long shot and continue accumulating. Actual silver price will not last and many are expecting silver to hit 50$. So, Great Panther being a pure silver play it is easy to figure out the real value of this play.
Now for the speculator in you, GSR.TO (Goldstrike) located in Yukon just release some preliminary results and needless to say they are simply incredible. Not sure how you can get it out of there but surely Yukon seems to become rapidly THE best gold reserve discovered recently if those essays were to be confirmed by a complete drill program that should start next season (i would guess April or May 2013).
The potential is high and so will be the volatility but it may worth a couple of $ just to be in that play early.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Ok, let's start with a pure silver play that i like a lot. GPR.TO (GPL on the us side) is a great play on silver and the kind of company that you buy for a long run.
At the current level this is one that you can count on to rebound whenever silver will. They are very profitable, very stable and far from being out of resources.
So at this price you have 2 options: you can buy on the short term to get a good return on investment whenever silver price reverse actual course (that could be very soon) OR you can buy for a long shot and continue accumulating. Actual silver price will not last and many are expecting silver to hit 50$. So, Great Panther being a pure silver play it is easy to figure out the real value of this play.
Now for the speculator in you, GSR.TO (Goldstrike) located in Yukon just release some preliminary results and needless to say they are simply incredible. Not sure how you can get it out of there but surely Yukon seems to become rapidly THE best gold reserve discovered recently if those essays were to be confirmed by a complete drill program that should start next season (i would guess April or May 2013).
The potential is high and so will be the volatility but it may worth a couple of $ just to be in that play early.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 3 octobre 2012
The Play of the Day WPX.TO (Western Potash)
Well, after the shocker of a 15M$ PP at 0,48 the stock has been really oversold.
First and fore most it is very good that WPX was able to raise 15M$ in a private placement and at a good price.
Yes it is dilutive to actual shareholder BUT this is a speculative play and the actual share price is not the main important factor to consider.
The real question is: Will they find a partner ?
My answer is that the probability are really high otherwise who would invest 15M$ in a company where there is simply no chance of success???
One thing is almost sure is that WPX will rebound at least over 0,50 for a close to 15% gain on the short term unless a very bad new comes out of WPX.
So at actual level i am in to add a small position to play the rebound without selling to much of my core investment and at the same time trying to lower my overall share cost.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
First and fore most it is very good that WPX was able to raise 15M$ in a private placement and at a good price.
Yes it is dilutive to actual shareholder BUT this is a speculative play and the actual share price is not the main important factor to consider.
The real question is: Will they find a partner ?
My answer is that the probability are really high otherwise who would invest 15M$ in a company where there is simply no chance of success???
One thing is almost sure is that WPX will rebound at least over 0,50 for a close to 15% gain on the short term unless a very bad new comes out of WPX.
So at actual level i am in to add a small position to play the rebound without selling to much of my core investment and at the same time trying to lower my overall share cost.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 1 octobre 2012
Play Of the DAY: 1st day of new quarter. Where do we go from here?
Well, it has been a great September and this is the first day of trading in the last quarter of the year.
What should we expect?
I think we will now have to face the reality: corporate profit in manufacturing will have increased slower than originally thought. My actual feeling is that transport sector should be leading the way as of now but it is still not. So caution is need in those 2 sectors
With elections coming, the infamous fiscall cliff still not fixed and Europe creating a roller coaster of stock market emotions, this quarter could be very rocky and bumpy to say the least.
At least one sector is still showing great signs of improvement: the construction sector. More and more houses are build and now they are looking for new land and sign of these times, their price has increased. But if job creation was to stall, this could be the first sector to retreat and lose some of it's steam.
BUT: there is still a fantastic sector that will do very well and it is minings where great operating companies will continue to do well and with metal prices increasing, they will do even better.
And in the same dierection, the JUNIOR exploration companies will perform excessively good as their resources will be valued higher and higher. There were some articles this week-end projecting silver to raise over 50$. Imagine the reaction on the actual producers as their expenses will not increase that much but their gross revenues would skyrocket.
So as of today, my plan is simple. I am overweight in housing until some bad job reports comes in. But as long as job creation will be as is it (about 100K per month) i expect construction sector to perform very well. The last week drop was mainly a profit taking opportunity and it is ready to rebound now.
I will also be overweight in the metal producers and some junior exploration companies for the mentionned reasons above.
Here are my companies for the beginning of this 4th quarter:
Metal producer: GPR/GPL Great panther has a great return on investment and would benefit a lot from a silver base price increase. That company is one of the great one on the market and at a very cheap price.
Metal exploration: GSR ORT GCU as they are doing a lot of exploration and first essays results are simply incredible more expecially GSR actually.
Mining speculative: WPX and EPO. Potash is a needed one and if one of these 2 was to sign a JV agreement, watch out for share price to sky rocket.
Housing: My usual suspects are BZH HOV KBH. With those 3 you are covering US west, central and East.
Enjoy your quarter.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
What should we expect?
I think we will now have to face the reality: corporate profit in manufacturing will have increased slower than originally thought. My actual feeling is that transport sector should be leading the way as of now but it is still not. So caution is need in those 2 sectors
With elections coming, the infamous fiscall cliff still not fixed and Europe creating a roller coaster of stock market emotions, this quarter could be very rocky and bumpy to say the least.
At least one sector is still showing great signs of improvement: the construction sector. More and more houses are build and now they are looking for new land and sign of these times, their price has increased. But if job creation was to stall, this could be the first sector to retreat and lose some of it's steam.
BUT: there is still a fantastic sector that will do very well and it is minings where great operating companies will continue to do well and with metal prices increasing, they will do even better.
And in the same dierection, the JUNIOR exploration companies will perform excessively good as their resources will be valued higher and higher. There were some articles this week-end projecting silver to raise over 50$. Imagine the reaction on the actual producers as their expenses will not increase that much but their gross revenues would skyrocket.
So as of today, my plan is simple. I am overweight in housing until some bad job reports comes in. But as long as job creation will be as is it (about 100K per month) i expect construction sector to perform very well. The last week drop was mainly a profit taking opportunity and it is ready to rebound now.
I will also be overweight in the metal producers and some junior exploration companies for the mentionned reasons above.
Here are my companies for the beginning of this 4th quarter:
Metal producer: GPR/GPL Great panther has a great return on investment and would benefit a lot from a silver base price increase. That company is one of the great one on the market and at a very cheap price.
Metal exploration: GSR ORT GCU as they are doing a lot of exploration and first essays results are simply incredible more expecially GSR actually.
Mining speculative: WPX and EPO. Potash is a needed one and if one of these 2 was to sign a JV agreement, watch out for share price to sky rocket.
Housing: My usual suspects are BZH HOV KBH. With those 3 you are covering US west, central and East.
Enjoy your quarter.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
jeudi 27 septembre 2012
Play of the Day: EPO.TO WPX.TO
2 very interesting speculative play in the world of Potash.
This element is in great demand and no matter what, it will continue to be in the future.
Now for those 2 companies the question is: will they get the partnership they both need?
If the answer was to be YES before year end, BOTH share price could run sky high and even a minimal type of agreement would definitely send those share price rocketing.
Why? They both have great opportunities and in regard of the largest possible one WPX is the winner and lately they were still in talk with at least one great possible partner and the company is still trying to have something agreed upon before end of december.
The other question is : Will they need another private placement diluting share price again?
Based upon market price these days, it would seem that market has decided that WPX will need another round of financing and if that was to be the case it would be around 50 cents a share and would start another dip to around 40 cents.
So these 2 stocks are still highly speculative and they are not the place to be all in BUT expect a great price run up to over 1$ if a partner was to be signed and for EPO expect a 0,50 if a partner was to even only show interest.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
This element is in great demand and no matter what, it will continue to be in the future.
Now for those 2 companies the question is: will they get the partnership they both need?
If the answer was to be YES before year end, BOTH share price could run sky high and even a minimal type of agreement would definitely send those share price rocketing.
Why? They both have great opportunities and in regard of the largest possible one WPX is the winner and lately they were still in talk with at least one great possible partner and the company is still trying to have something agreed upon before end of december.
The other question is : Will they need another private placement diluting share price again?
Based upon market price these days, it would seem that market has decided that WPX will need another round of financing and if that was to be the case it would be around 50 cents a share and would start another dip to around 40 cents.
So these 2 stocks are still highly speculative and they are not the place to be all in BUT expect a great price run up to over 1$ if a partner was to be signed and for EPO expect a 0,50 if a partner was to even only show interest.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 24 septembre 2012
The Play Of the Day: GSR.TO (This is speculative picks week)
Yukon: what a nice place.
Interestingly this area is filled with gold and without a doubt GSR.TO
is making discoveries one after the other.
In the last week only, they reported two very interesting discoveries:
the first one last week in their grab samples where they found 8,18 ounces of
gold per ton and today they announced that their samples taken from their Lucky
Strike property revealed (after a fire essay) a good 3,2 grams gold per tonne.
This is still in the first preliminary sampling and they are not at full
scale drilling yet BUT these numbers seem more than enough to go ahead and
explore a lot more even if those samples are very selective by nature.
We must understand that it is Yukon and getting the ore drilled into
production is another story that will be known after a feasibility study is
completed.
But at this time results are really encouraging and at the 0, 65 cents
per share it is a good speculative buy as i expect that more and more
discoveries will be announced in the coming months.
If those results were to be as positive i would not be surprised to see
that company share price goes well over 2$ for a very nice return on the investment.
But remember that this is speculative in the sense that even if
resources are there, nothing has been produced so far and no profit has ever
been generated. To get into production it will most probably have to get into
some kind of financing deal that will dilute the actual share count.
But, as a speculative stock, if it is played properly, there is good chunk
of money to be made there and you could accumulate tons of share at cost near
0.
So at this price, it is worth a try.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do
your own due diligence before investing in any stock. CHEAP SHARE PRICE does
not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 17 septembre 2012
The Play of the Day: DIP DIP DIP
NO...........do not look up for a company with a ticker symbol DIP....
I am looking for a dip in the construction sector for the following companies: BZH HOV KBH
All of those 3 companies are now in overbought territory and could correct a 3-6% opening the door to another very good trend up.
Those 3 companies are to continue they strech for another 10-15% due to the very agressive move from Bernanke and if it is combined with some very good results and great outlook on the coming earning releases, i can't see what would stop them from another leg up for 15-20% , if not more, before year end depending of market overall condition.
At this stage, i would even think that construction stocks are now a defensive play and that they will continue to perform relatively nicely even if market was to correct severely trying to re-test the 1400 level on the S&P.
So i will take another bit of profit today if those companies stay above friday level where they closed at about 3% lower than their actual high of Friday. I will now supposed that the level they could reach, before correcting, is their last friday high.
For BZH it would be 3,92$
For HOV it would be 4,02$
For KBH it would be 13,63 as they closed at their highest level of the day being an exception.
So anything above these levels is a signal to take in some more profit awaiting the dip. Remember that if you have for example 2000 shares of BZH and you sell them at 3,95$ to buy them back at 3,85$ you just made 200$ in profit and could be re-invested in more shares of BZH awaiting the next up cycle to increase your profit.
To protect your investment, do not play with all your shares...keep a core (so this way if your thinking was wrong and shares continue to climb you will still make more profit) and then sell some to buy back later trying to time a bit the market and lower your overall investment cost. Whenever you do that, make sure that the company fundamentals have not changed as otherwise you could end up trying to catch a falling knife and most of the time you lose.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
I am looking for a dip in the construction sector for the following companies: BZH HOV KBH
All of those 3 companies are now in overbought territory and could correct a 3-6% opening the door to another very good trend up.
Those 3 companies are to continue they strech for another 10-15% due to the very agressive move from Bernanke and if it is combined with some very good results and great outlook on the coming earning releases, i can't see what would stop them from another leg up for 15-20% , if not more, before year end depending of market overall condition.
At this stage, i would even think that construction stocks are now a defensive play and that they will continue to perform relatively nicely even if market was to correct severely trying to re-test the 1400 level on the S&P.
So i will take another bit of profit today if those companies stay above friday level where they closed at about 3% lower than their actual high of Friday. I will now supposed that the level they could reach, before correcting, is their last friday high.
For BZH it would be 3,92$
For HOV it would be 4,02$
For KBH it would be 13,63 as they closed at their highest level of the day being an exception.
So anything above these levels is a signal to take in some more profit awaiting the dip. Remember that if you have for example 2000 shares of BZH and you sell them at 3,95$ to buy them back at 3,85$ you just made 200$ in profit and could be re-invested in more shares of BZH awaiting the next up cycle to increase your profit.
To protect your investment, do not play with all your shares...keep a core (so this way if your thinking was wrong and shares continue to climb you will still make more profit) and then sell some to buy back later trying to time a bit the market and lower your overall investment cost. Whenever you do that, make sure that the company fundamentals have not changed as otherwise you could end up trying to catch a falling knife and most of the time you lose.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 14 septembre 2012
The Play of the Day :Take some profit
Oh boy was i wrong yesterday when i mentionned that the reaction to Bernanke report would mean a sell off...
The QE3 is something really agressive in MBS at a rate 40B$ a month UNTIL such time needed.
WOW. That was a game changer and still is today.
So from here we will now be navigating into uncharted territory where we have a chance to see construction sector climb higher very rapidly, were gold and silver should follow due to inflation worries but if plan works, it mean job created rapidly and so on.
So ALL sectors will be touched.
BUT being prudent also means that sometimes we have to take some profit (not all but some) and put it asides in case of a correction and for sure we will have one. Will it be Monday, next week, next month? Well based on my yesterday comment, i will not predict when but it will come a day where the profit you took off the table will be needed to buy back some of those high flyer companies.
''When everybody is buying, this is the right time to sell'' and the opposite is true.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
The QE3 is something really agressive in MBS at a rate 40B$ a month UNTIL such time needed.
WOW. That was a game changer and still is today.
So from here we will now be navigating into uncharted territory where we have a chance to see construction sector climb higher very rapidly, were gold and silver should follow due to inflation worries but if plan works, it mean job created rapidly and so on.
So ALL sectors will be touched.
BUT being prudent also means that sometimes we have to take some profit (not all but some) and put it asides in case of a correction and for sure we will have one. Will it be Monday, next week, next month? Well based on my yesterday comment, i will not predict when but it will come a day where the profit you took off the table will be needed to buy back some of those high flyer companies.
''When everybody is buying, this is the right time to sell'' and the opposite is true.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
jeudi 13 septembre 2012
The Play of the Day: The Fed decision
It will be very interesting to see the market reaction today after the decision at 12:15.
My guess is market will be down no matter what. We have been on a strong rally recently and this will most probably be a sell on the news and definitely a nice time to go shop for a nice discount.
Any one of those at a 5-10% dip would be more interesting:
GPL: under 1,90$ is a heck of a deal especially with the recent news
UUU.TO : Anything under 2,40 is a very good deal.
QTM: if it was to dip under 1,50$ Great buy
AC.B.TO: under 1,05$ this is a great one
FBP: get ready under 3,90$. Please remember that the US government is still owning tons of shares that they could sell at any time.
DRL: around 1,07$ is still a good deal but be careful here
MPEL: under 12,25 is a very good deal
So as you can see, i will be watching a lot of them today hoping for a break as i still think that those one are totally undervalued and could give you a fast and nice return on investment and still a good price to accumulate some more especially the one in bold. WAIT FOR THE FED DECISION.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
My guess is market will be down no matter what. We have been on a strong rally recently and this will most probably be a sell on the news and definitely a nice time to go shop for a nice discount.
Any one of those at a 5-10% dip would be more interesting:
GPL: under 1,90$ is a heck of a deal especially with the recent news
UUU.TO : Anything under 2,40 is a very good deal.
QTM: if it was to dip under 1,50$ Great buy
AC.B.TO: under 1,05$ this is a great one
FBP: get ready under 3,90$. Please remember that the US government is still owning tons of shares that they could sell at any time.
DRL: around 1,07$ is still a good deal but be careful here
MPEL: under 12,25 is a very good deal
So as you can see, i will be watching a lot of them today hoping for a break as i still think that those one are totally undervalued and could give you a fast and nice return on investment and still a good price to accumulate some more especially the one in bold. WAIT FOR THE FED DECISION.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 11 septembre 2012
The Play Of the Day RSH UUU.TO INT EPO.TO
Another day where market direction is uncertain and i am still looking for some dips in the above companies:
RSH : any dip under 2,60$ and exit price 2,86$
UUU.TO: to dip near 2,44$ and exit price 2,57$
INT.TO : A small dip or a major increase in bids. Would not be surprise to hit 0.18 and exit price 0,205
EPO.TO : Highly speculative and unpredictable. Any dip at 0,22 and exit price 0,24
I still expect market to correct a bit themselves after the last week rally. May not be the right time to be ALL IN. Good time to have some liquidity on the side to profit from a sudden dip.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
RSH : any dip under 2,60$ and exit price 2,86$
UUU.TO: to dip near 2,44$ and exit price 2,57$
INT.TO : A small dip or a major increase in bids. Would not be surprise to hit 0.18 and exit price 0,205
EPO.TO : Highly speculative and unpredictable. Any dip at 0,22 and exit price 0,24
I still expect market to correct a bit themselves after the last week rally. May not be the right time to be ALL IN. Good time to have some liquidity on the side to profit from a sudden dip.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 10 septembre 2012
The Play of the Day: BZH HOV GPL PXLW FBP QTM INT.TO
These are the stock that i am watching today for the next interesting dip allowing to accumulate some more. Expect a market lacking direction until thursday after the last week great run. This is fantastic for short term traders.
BZH: nice run recently. Watching for it to break 2,95 then hope for 2,80$
HOV: What a great run. Watching for it to break 3,00$ but it could be too agressive.
GPL: That's a good return on investment in a very small length of time...Now HOPING for a small dip around 2,00$ but seems far from being achieved. That one is not done yet adn i am ready to accumulate way more.
PXLW: Welcome back to this new kid. Will they finally get profitable? The market thinks that it is highly possible. Be careful as not to liquid as volume is low but as in the case of FBP, expect rapid price changes. I will get back in on the next dip.
FBP: Very large moves last week. When it hit's 3,69 it then went back up well over 4$. Now watching for it to dip again in the 3,69$ area.
QTM: I would like it to break under 1,55. It is a nice longer term move but should be very profitable.
INT: Watch for a break under 0,19. If it does, be careful but i am still under the impression, as last week, that it should be climbing back around 0,23- 0,25 for a 25% return from last week. Do not forget to take some profit and then wait for the next dip. DO NOT SELL PART OF YOUR CORE HOLDING. I expect at this time to see INT moving from it's lower trading range (0,19) to it's upper range of (0,24-0,25). If it breaks 0,25 WAIT FOR THE 0,29 BEFORE TAKING TOO MUCH PROFIT. Actually INT is tricky to trade but could be profitable for any short term trader or to lower original cost by buying at the lower band and selling at upper band.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
BZH: nice run recently. Watching for it to break 2,95 then hope for 2,80$
HOV: What a great run. Watching for it to break 3,00$ but it could be too agressive.
GPL: That's a good return on investment in a very small length of time...Now HOPING for a small dip around 2,00$ but seems far from being achieved. That one is not done yet adn i am ready to accumulate way more.
PXLW: Welcome back to this new kid. Will they finally get profitable? The market thinks that it is highly possible. Be careful as not to liquid as volume is low but as in the case of FBP, expect rapid price changes. I will get back in on the next dip.
FBP: Very large moves last week. When it hit's 3,69 it then went back up well over 4$. Now watching for it to dip again in the 3,69$ area.
QTM: I would like it to break under 1,55. It is a nice longer term move but should be very profitable.
INT: Watch for a break under 0,19. If it does, be careful but i am still under the impression, as last week, that it should be climbing back around 0,23- 0,25 for a 25% return from last week. Do not forget to take some profit and then wait for the next dip. DO NOT SELL PART OF YOUR CORE HOLDING. I expect at this time to see INT moving from it's lower trading range (0,19) to it's upper range of (0,24-0,25). If it breaks 0,25 WAIT FOR THE 0,29 BEFORE TAKING TOO MUCH PROFIT. Actually INT is tricky to trade but could be profitable for any short term trader or to lower original cost by buying at the lower band and selling at upper band.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 7 septembre 2012
The Play of the Day: PROFIT DAY
Well, it has been a pretty good short week and very profitable on most of the plays this week and it is time now to NOT be too greedy.
It is always a good idea to get some profit off the table when you see weeks like that. That does not mean to sell them all but hey, get some back and get ready for opportunities next week. Nobody has ever been in trouble by making a profit.
There is nothing worst than seeing a great deal goes by and being unable to profit due to a lack of $$$
When there is fear get greedy but when everybody get's greedy, start to fear !! (this is not from me )
Have a great week-end
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
It is always a good idea to get some profit off the table when you see weeks like that. That does not mean to sell them all but hey, get some back and get ready for opportunities next week. Nobody has ever been in trouble by making a profit.
There is nothing worst than seeing a great deal goes by and being unable to profit due to a lack of $$$
When there is fear get greedy but when everybody get's greedy, start to fear !! (this is not from me )
Have a great week-end
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
jeudi 6 septembre 2012
The Play of the Day TO:WPX (Western Potash
After hitting a many months low of 0,60 recently, it looks like it could have bottomed out and ready to start a good rally.
When they issue yesterday the NR in regard with talks still under way with Indian Rashtriya Chemicals, it seem that they may have revived the bids for this company.
What they want is a solid partner to build a 2,8M tonnes a year potash mining site by 2016 and they will need 2,5B$ in investments.
I would not be surprise that talks lead to a major investment in it and not a take over as Canadian regulation could make it difficult for any foreign country to do so.
So i am still accumulating with a stop losse at 0,58 and i expect WPX to get back over 0,80 before end of october as their feasibility study is due in late november and that speculations will be high.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on
Twitter : @investman2
When they issue yesterday the NR in regard with talks still under way with Indian Rashtriya Chemicals, it seem that they may have revived the bids for this company.
What they want is a solid partner to build a 2,8M tonnes a year potash mining site by 2016 and they will need 2,5B$ in investments.
I would not be surprise that talks lead to a major investment in it and not a take over as Canadian regulation could make it difficult for any foreign country to do so.
So i am still accumulating with a stop losse at 0,58 and i expect WPX to get back over 0,80 before end of october as their feasibility study is due in late november and that speculations will be high.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
mercredi 5 septembre 2012
The Play of the Day TO.MB (Mega Brands Inc)
It is very surprising how that company has turned itself around in the last year. When many counted it for dead, they found the right way to get back on track and can now work on increasing sales and footage at many retailers.
MB share price saw a nice run recently (a bit over 1$ gain) and i think that it is now the time to get back in on any possible dip. Even at actual price, it seems a good price.
My expectations for the rest of the year is to see MB break the 10$ barrier and before year end. Remember that Q3 is the best quarter of the year due to inventory build up for Xmas time.
So it is now time to accumulate again at a slow but steady pace.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
MB share price saw a nice run recently (a bit over 1$ gain) and i think that it is now the time to get back in on any possible dip. Even at actual price, it seems a good price.
My expectations for the rest of the year is to see MB break the 10$ barrier and before year end. Remember that Q3 is the best quarter of the year due to inventory build up for Xmas time.
So it is now time to accumulate again at a slow but steady pace.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 4 septembre 2012
The Play Of the Day FB (Facebook)
Ok ok ok. I am a contrarian and i think FB is ready to go higher.
Why???
Everybody is trying to put a bottom price on FB and looking at indicators we may well have reach it.
Indicators are pointing now to an oversold condition and last trading day was not really nice when it gap down from 18,70 to close at 18,06 and to me it did look like some capitulation.
Volume was high especially at last minute where almost 2M shares were traded to bring down price.
So what is to be expected?
Some kind of short term rally where price should move over the 19$ and this, rapidly.
The problem is that Facebook is not providing enough details on how they will start monetizing mobile customers and until such a time, they will have problems getting back to their IPO price.
Will they ? Yes they will but the road will be bumpy unless they can show investors interesting results and a good plan for future earnings growth.
I feel that at this price the loss potential if far less than the upside potential and even if i would not get all in on this play, it may well be a good time to start accumulating and taking some profit off the table whenever the occasion arise.
This is a social media play and should be played in consequence. A bit at the time and most buying done on the dip and especially NOT CHASING the share price. If it goes up rapidly: great you made some profit then sell some. Again DO NOT CHASE this one as it could be the ideal way to lose money.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Why???
Everybody is trying to put a bottom price on FB and looking at indicators we may well have reach it.
Indicators are pointing now to an oversold condition and last trading day was not really nice when it gap down from 18,70 to close at 18,06 and to me it did look like some capitulation.
Volume was high especially at last minute where almost 2M shares were traded to bring down price.
So what is to be expected?
Some kind of short term rally where price should move over the 19$ and this, rapidly.
The problem is that Facebook is not providing enough details on how they will start monetizing mobile customers and until such a time, they will have problems getting back to their IPO price.
Will they ? Yes they will but the road will be bumpy unless they can show investors interesting results and a good plan for future earnings growth.
I feel that at this price the loss potential if far less than the upside potential and even if i would not get all in on this play, it may well be a good time to start accumulating and taking some profit off the table whenever the occasion arise.
This is a social media play and should be played in consequence. A bit at the time and most buying done on the dip and especially NOT CHASING the share price. If it goes up rapidly: great you made some profit then sell some. Again DO NOT CHASE this one as it could be the ideal way to lose money.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 31 août 2012
The Play of The Day Bernanke Speach
No matter which company you own, want to own or sell, this morning speach will have a ripple effect on the stock market.
Looking at actual futures there is no way we will not feel the consequences of the speach and what it could reveal.
Also important that dollar index is showing a declining US dollar toward Canadian $ by almost half a cent and this is large by all means.
No matter what happen at it's 10am speach, you will be able to monitor in direct the impact of it by looking at actual Dow and S&P charts. Minutes by minutes the impact of whatever he will say will be reflected in terms of gains or losses on those indexs.
But what really matter is the kind of moves we will be able to do during this day and if a little bit of luck is added to the speach, well it will be fantastic for the usual stocks that i follow as they are more often highly volatile.
Whoever has some powder on the side ready to invest will have a great day if the fingers are as fast as Lucky Luke was shooting.
So my list of suspects for today is:
BZH (Another nice run and ready to get back to 3,37)
HOV (Huge run this year and ready to shoot higher or get hammered if bad news on the horizon)
RSH (Whatever good news customers can get to spend more (or less) will affect RSH highly)
FBP( getting back on track to achieve the lowest side of my trading range)
Have a fantastic trading day and a nice long week-end
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Looking at actual futures there is no way we will not feel the consequences of the speach and what it could reveal.
Also important that dollar index is showing a declining US dollar toward Canadian $ by almost half a cent and this is large by all means.
No matter what happen at it's 10am speach, you will be able to monitor in direct the impact of it by looking at actual Dow and S&P charts. Minutes by minutes the impact of whatever he will say will be reflected in terms of gains or losses on those indexs.
But what really matter is the kind of moves we will be able to do during this day and if a little bit of luck is added to the speach, well it will be fantastic for the usual stocks that i follow as they are more often highly volatile.
Whoever has some powder on the side ready to invest will have a great day if the fingers are as fast as Lucky Luke was shooting.
So my list of suspects for today is:
BZH (Another nice run and ready to get back to 3,37)
HOV (Huge run this year and ready to shoot higher or get hammered if bad news on the horizon)
RSH (Whatever good news customers can get to spend more (or less) will affect RSH highly)
FBP( getting back on track to achieve the lowest side of my trading range)
Have a fantastic trading day and a nice long week-end
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 29 août 2012
The Play of the Day: RSH RAD FBP HOV BZH
Today i am simply watching for buying signs on the above stocks at these entry point:
RHS 2,45
RAD 1,21
FBP 3,65
HOV 2,64
BZH 2,89
Any move under these prices will signal me to accumulate some more.¸But be careful as Bernanke speech could change the game completely.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
RHS 2,45
RAD 1,21
FBP 3,65
HOV 2,64
BZH 2,89
Any move under these prices will signal me to accumulate some more.¸But be careful as Bernanke speech could change the game completely.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 28 août 2012
Investor trust
In the past when you were interested in buying some company stocks you had to call your broker (the one you trusted the most) and have your order goes through him over the phone.
Now, retail investors are facing many many more challenges.
We are actually getting access at the speed of light to news that are happening almost in real time. We are faced with high speed transaction and many sites where you can get information or dis-information.
So how can a retail investor trust the market?
The market by itself has not changed a lot: the companies that are making the most profit OR the one that can generate that profit will be rewarded with an increase in share price and the one lagging behind will get hammered. And with the internet or social media ones, profit is no longer a requirement during the first years but users is the new norm.
Nothing has changed. Well, almost nothing BUT
Rapidly growing is a bunch of individual currently named the pumpers and the bashers.
Those 2 categories are using bull board and social media to either destroy (or try to) a company and sending its shares to very low price or the opposite by trying to give attributes to a company that does not deserve it and propping the share value to some high levels.
I have even seen co-ordinates attack on companies with only 1 goal in mind: either profit by ‘dumping’ stock or profit by buying cheaply price stocks.
You can also get emails stating black on white which companies they will target and very often these are penny or sub pennies stocks.
The problem is that in both case the retail investor does get penalized and ripped of it's own money by either selling at a panic price or buying at an inflated price.
To complicate the problem, sometimes these people are associated with a broker or work in group to profit from those bad trades: by sending share prices very low, they can buy in at these levels and make a nice profit on the way back up OR by inflating prices, they can sell (dump) their shares at the high level and let the retail investor suffer the loss when share price goes back down.
There is multiple organisations that supervise or control such conduct and they are keeping their eyes open with their mandate to investigate any complaint they receive.
There is still some hope for the retail investor and it is called: due diligence.
ANYBODY that want to buy shares of ANY company MUST do some research by himself to confirm the value in the company he wants to acquire. DO NOT LISTEN to anybody giving you advices to buy or either sell. Buying AND selling is a personal decision and by relying on those individual to commit some of your money in a company recommended by them is almost suicidal.
Those bull boards are for entertainment only and can give you hints on how the company is performing. Many posters on those bull boards will have valid arguments as to why they think the company is performing or not BUT a lot of them will not.
These guys are easy to identify: no arguments either way. Only comments like 'This company will be a 5 bagger' or 'Game over for this company' and much much much ALWAYS without giving the reasons behind their advice.
Why would someone post on those bull boards (bashing or pumping) if they have no financial reasons to be there??? That does not make any sense.
They will try to tell you that they know the market; they want to save you money (or make sure you will make tons of money) and they all look like a scam.
Imagine that you would place an ad in the local newspaper stating’ How to make 1M$ by investing only in 1 company’ would you do that?
Would you sell your house on a so called friend that was telling you that the street where you bought your the house will be valued at 0 without any further explanation?
So why would you listen to those without arguments?
And what do you do if they are arguing about things and always finding the negative side of any good news or the best side of any bad news?
RESEARCH ON YOUR OWN.
Don’t try to be an expert on all companies you will be investing into but at least, go into reliable data sources, do some reading and when comfortable with it, hit the buy or sell button.
NOW: if you ever encounter what looks like a group of individual working together to bash or pump a stock and if you feel something is going on: FILE A COMPLAINT to the appropriate organization. Don’t accept these games and report them.
There are many scams over the internet and some of these posting groups can be linked to that.
Over the years, I have reported many of them and will do it again when I think it is needed.
Do not let those groups waste your time and your money. Investing in the stock market is STILL by far the best way to get some reasonable return on your money BUT you have to be careful. A lot more than before.
The Play of the Day TO:CHR.B (Chorus Aviation)
In the airline industry, sometime small is beautiful...
Chorus aviation (operating under Jazz) and affiliated with Air Canada is a small but very profitable regional airliner.
This is an undervalued company with a PE of only 5 and when you compare to others in the same industry, it could 'fly' a lot higher.
An when you include a 15 cents dividend (16% annually) it become an easy one to pick...
It has had a good run recently and a small pull back is possible. Originally i was trading it between 2,80$ and 3,30$ but the recents quarter results have made me change the range in which i will be trading it.
I will be in under 3,50$ and out over 3,80 for a close to 9% profit on each trade and at the same time capturing some time a very juicy dividend.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
.
Chorus aviation (operating under Jazz) and affiliated with Air Canada is a small but very profitable regional airliner.
This is an undervalued company with a PE of only 5 and when you compare to others in the same industry, it could 'fly' a lot higher.
An when you include a 15 cents dividend (16% annually) it become an easy one to pick...
It has had a good run recently and a small pull back is possible. Originally i was trading it between 2,80$ and 3,30$ but the recents quarter results have made me change the range in which i will be trading it.
I will be in under 3,50$ and out over 3,80 for a close to 9% profit on each trade and at the same time capturing some time a very juicy dividend.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
.
lundi 27 août 2012
The Play of the Day QTM (Quantum Corp)
Cloud services and safe backup is the coming reality. Anybody that is trying to do backup on other secure media has faced the same problem: how do i get it back when needed? Do you do your backups on dvd's and are limited to a 4,7G storage?
Ever had a computer crash where you very important data had to be recovered?
If so, you know that it is absolutely a today's necessity to have a protected copy 'somewhere' that you can access rapidly.
This is what Quantum is offering and with their new technology, at a very low cost affordable to anybody.
Yes their shares have been hammered and they have trended lower for a good period of time but i suspect that with this new product, it is time for a trend reversal with an expected price target of 1,99$ before year end.
So i will start accumulating at this level slowly and gradually hoping for some dips along the road.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Ever had a computer crash where you very important data had to be recovered?
If so, you know that it is absolutely a today's necessity to have a protected copy 'somewhere' that you can access rapidly.
This is what Quantum is offering and with their new technology, at a very low cost affordable to anybody.
Yes their shares have been hammered and they have trended lower for a good period of time but i suspect that with this new product, it is time for a trend reversal with an expected price target of 1,99$ before year end.
So i will start accumulating at this level slowly and gradually hoping for some dips along the road.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 24 août 2012
The Play of the Day RSH (Radio Shack)
Radio Shack has been in a very narrow trading range recently and the question is:
How bad can it goes???
It would be very difficult to understand that a company like that would have another very bad quarter after the last 2. That would mean that management is unable to fix the problem and return to the good old times profitability speaking.
The whole sector has been in a very difficult position for the last 12 months but we have to remember that this is a pure US play (including some stores in Puerto Rico) and their problems is to fix the competition problem.
Margins are lower, cell phones profitability is gone so they are left competing against all other electronic retailers including internet based discount sellers.
Radio Shack has established themselve as being the 'convenience store' in electronics and customer service was their best card toward the other players. Have they lost it?
I do not believe so and i also think that they have in their share price a good pourcentage removed due to investors being excessively nervous about retail in general.
When you look at some fundamentals their share price to book value is simply incredibly low: 0,35. This means that actual book value is about 7,60$ and that expectations from the market is another 50% cut in their overall value. I don't buy that.
We should also remember that at this price Radio Shack could be a target for a take over.
So at this level, i am in and will add to my existing position. My expected target price before year-end is 6$.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
How bad can it goes???
It would be very difficult to understand that a company like that would have another very bad quarter after the last 2. That would mean that management is unable to fix the problem and return to the good old times profitability speaking.
The whole sector has been in a very difficult position for the last 12 months but we have to remember that this is a pure US play (including some stores in Puerto Rico) and their problems is to fix the competition problem.
Margins are lower, cell phones profitability is gone so they are left competing against all other electronic retailers including internet based discount sellers.
Radio Shack has established themselve as being the 'convenience store' in electronics and customer service was their best card toward the other players. Have they lost it?
I do not believe so and i also think that they have in their share price a good pourcentage removed due to investors being excessively nervous about retail in general.
When you look at some fundamentals their share price to book value is simply incredibly low: 0,35. This means that actual book value is about 7,60$ and that expectations from the market is another 50% cut in their overall value. I don't buy that.
We should also remember that at this price Radio Shack could be a target for a take over.
So at this level, i am in and will add to my existing position. My expected target price before year-end is 6$.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
jeudi 23 août 2012
The Play of The Day HOV (Hovnanian Entreprises)
As i have already mentionned this week the construction sector is one of the most interesting sector for a mid term investment and this is really a great time to buy on the dip.
HOV was one of the worst hammered stock since 3 years and many were under the impression that this company would not be able to survive the US crisis.
HOV is a new position to me and i will get in this morning if it dips a bit as i would prefer the 2,50$ range to get in (i detest paying too much for any given stock...)
For those who would like to buy many construction companies but lacking a bit of funds, i would suggest ITB the Dow Jones Construction sector ETF and again i would wait a bit this morning to let the market stabilize as i think we could have a lower open.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
HOV was one of the worst hammered stock since 3 years and many were under the impression that this company would not be able to survive the US crisis.
HOV is a new position to me and i will get in this morning if it dips a bit as i would prefer the 2,50$ range to get in (i detest paying too much for any given stock...)
For those who would like to buy many construction companies but lacking a bit of funds, i would suggest ITB the Dow Jones Construction sector ETF and again i would wait a bit this morning to let the market stabilize as i think we could have a lower open.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 22 août 2012
The Play of the Day: Construction section !
Well, with results this morning from Toll Brothers, it would be very difficult not to look at the construction sector where many players could generate a lot of profit especially for the long stock market players.
TOL (Toll Brothers results were impressive to say the least and that trend should easily reflect on the others:
BZH (Beazer Homes)
KBH (Kb Homes)
HOV (Hovnanian)
With results like this TOL has now started a trend for the next couple of weeks and ALL of the sector companies will benefit.
If you go with TOL i would wait a bit this morning as there could be some profit taking and shares could dip from the pre-opening price.
But if you are long, it is the right time to open a small position and one of my preferred one is BZH as it has been the underdog for almost a year now and it has huge upside potential.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
TOL (Toll Brothers results were impressive to say the least and that trend should easily reflect on the others:
BZH (Beazer Homes)
KBH (Kb Homes)
HOV (Hovnanian)
With results like this TOL has now started a trend for the next couple of weeks and ALL of the sector companies will benefit.
If you go with TOL i would wait a bit this morning as there could be some profit taking and shares could dip from the pre-opening price.
But if you are long, it is the right time to open a small position and one of my preferred one is BZH as it has been the underdog for almost a year now and it has huge upside potential.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 21 août 2012
The Play of The Day MPEL (Melcro Crown)
Saying that MPEL has been suffering recently would be an understatement...
From a high of 16$ to it's recent low of 9.37$ investors in this one have seen all the spectrum of emotions.
But the recent report showing potential increases of 7% and more from Macau revenues could change the share price direction rapidly. We should not forget also that MPEL is generating profit.
MPEL P/E is lower by far when compared to it's peer by a large margin and this gap should close very rapidly. (MPEL 15, LVS 25, WYN 20)
I will be in again at around 11,75-12.00$ and maybe wait a little bit for some pull back from the recent increase (profit taking for many) to add to my position.
If all data coming till the end of the year are as expected, i think we could see 16$ back again.
We must stay prudent here due to the European situation as if we were to get negative reports again it could affect MPEL (and all other casinos play in the Macau area) for some time.
This is why i would buy MPEL but slowly and gradually by profiting of any dips that could come across. Be careful about chasing the price. Better to make a small profit on a small number of shares than trying to buy on the way up and finally end up in the red.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
From a high of 16$ to it's recent low of 9.37$ investors in this one have seen all the spectrum of emotions.
But the recent report showing potential increases of 7% and more from Macau revenues could change the share price direction rapidly. We should not forget also that MPEL is generating profit.
MPEL P/E is lower by far when compared to it's peer by a large margin and this gap should close very rapidly. (MPEL 15, LVS 25, WYN 20)
I will be in again at around 11,75-12.00$ and maybe wait a little bit for some pull back from the recent increase (profit taking for many) to add to my position.
If all data coming till the end of the year are as expected, i think we could see 16$ back again.
We must stay prudent here due to the European situation as if we were to get negative reports again it could affect MPEL (and all other casinos play in the Macau area) for some time.
This is why i would buy MPEL but slowly and gradually by profiting of any dips that could come across. Be careful about chasing the price. Better to make a small profit on a small number of shares than trying to buy on the way up and finally end up in the red.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 20 août 2012
The Play of The Day UUU (Uranium One)
Vacations are now over.
UUU has been hammered lately as there is no way this stock whould be trading under 3$ based on fundamentals or value.
Incertainty in markets surely did not help but there was very low volume in the last 3 months until last week where it seem to have pick up a lot.
This is a great stock for accumulation at this price toward an objective price of around 3,25$ before year end for another very nice profit.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Always play with caution.
Get THE PLAY OF THE DAY on
Twitter : @investman2
UUU has been hammered lately as there is no way this stock whould be trading under 3$ based on fundamentals or value.
Incertainty in markets surely did not help but there was very low volume in the last 3 months until last week where it seem to have pick up a lot.
This is a great stock for accumulation at this price toward an objective price of around 3,25$ before year end for another very nice profit.
As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Always play with caution.
jeudi 9 août 2012
The Play of the Day RAD (Rite Aid)
A drug store chain with over 4600 stores at that price? Why?
Well, simply stating it: no profitability and lower guidances.
Have they bottomed? I think yes even if last week they dip down to about 1,05 (i supect it could have been part of the trading glitch because volume was huge at the opening then stopped at about 10:00 (like many other one)
So they are in trouble and outlook is not that great but i still think it could raise to 1,25$ to 1,35$ in a rapid way when actual resistance goes away.
At actual level, i will open a small position and add on the the next dip with a exit target price between 1,25$ and 1,35$.
This is actually mostly a trade play and not an accumulation type of play. It may become but not yet. My position will be also a bit smaller than usual as i am still awaiting a good dip to buy in large qty. This week in the markets has been really good so i am expecting a bit of giving back...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Well, simply stating it: no profitability and lower guidances.
Have they bottomed? I think yes even if last week they dip down to about 1,05 (i supect it could have been part of the trading glitch because volume was huge at the opening then stopped at about 10:00 (like many other one)
So they are in trouble and outlook is not that great but i still think it could raise to 1,25$ to 1,35$ in a rapid way when actual resistance goes away.
At actual level, i will open a small position and add on the the next dip with a exit target price between 1,25$ and 1,35$.
This is actually mostly a trade play and not an accumulation type of play. It may become but not yet. My position will be also a bit smaller than usual as i am still awaiting a good dip to buy in large qty. This week in the markets has been really good so i am expecting a bit of giving back...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 8 août 2012
The Play of the Day (GPL) Great Panther Silver USA
How about a great play on silver???
If have chosen GPL instead of GPR (the canadian issuer) for a reason: usa/can exchange rate, as i expect the US dollar to be a bit stronger over the next couple of weeks and trading ''at par'' is another good profit opportunity here.
Let's get back to GPL. If you look at the chart it has been relatively stable over the last couple of weeks and i suspect it is ready to jump higher any day now.
Especially this morning where market seems to open lower, it could be a great entry point under 1,65$. There is no need to rush in as i think silver price will still continue to climb but at a slower speed and GPL is more an accumulation play than a trade play.
But in any ways with the financials coming soon it could also help a bit the stock climb further.
So when you combine with silver going higher, good financials (imo) and US showing strenght, this is a perfect combination for a nice profit.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
If have chosen GPL instead of GPR (the canadian issuer) for a reason: usa/can exchange rate, as i expect the US dollar to be a bit stronger over the next couple of weeks and trading ''at par'' is another good profit opportunity here.
Let's get back to GPL. If you look at the chart it has been relatively stable over the last couple of weeks and i suspect it is ready to jump higher any day now.
Especially this morning where market seems to open lower, it could be a great entry point under 1,65$. There is no need to rush in as i think silver price will still continue to climb but at a slower speed and GPL is more an accumulation play than a trade play.
But in any ways with the financials coming soon it could also help a bit the stock climb further.
So when you combine with silver going higher, good financials (imo) and US showing strenght, this is a perfect combination for a nice profit.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 3 août 2012
The Play of the Day: UUU.TO (Uranium One)
UUU is one of the largest uranium producer in the world and is now into oversold territory.
At 2,18$, i expect a major rebound within the next week or so. The 52 week low being at 1,85$ and major support at 2,10$ the possible downside is very low on this one.
They will be reporting results on august 14th and i think that it will be good. Not great results but better than last year with an increase in production.
Their production guidance have been re-affirmed in May and with many hundred of new reactors being at some phase of building, the demand will not go away for Uranium BUT the supply will diminished in the coming year. Many states will try to put their hands on Uranium and will have prices settle well over 60$ in the near term (it trades actually around 49,50$). This will increase sharply the gross profit of the actual producers and even if news guys come on the block, the time needed to build infrastructure will not be a factor to lower price.
So at actual level, i am in and will continue to add on dips.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
At 2,18$, i expect a major rebound within the next week or so. The 52 week low being at 1,85$ and major support at 2,10$ the possible downside is very low on this one.
They will be reporting results on august 14th and i think that it will be good. Not great results but better than last year with an increase in production.
Their production guidance have been re-affirmed in May and with many hundred of new reactors being at some phase of building, the demand will not go away for Uranium BUT the supply will diminished in the coming year. Many states will try to put their hands on Uranium and will have prices settle well over 60$ in the near term (it trades actually around 49,50$). This will increase sharply the gross profit of the actual producers and even if news guys come on the block, the time needed to build infrastructure will not be a factor to lower price.
So at actual level, i am in and will continue to add on dips.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 31 juillet 2012
The Play Of The Day DOUBLE PLAY: BZH & FBP
What ??? Again ???
Well BZH has just hit what i will now consider the buying price for a quick play.
BZH has not stayed at that price very often and not that long when conditions were good are they are actually.
With all that is happening right now on the positive side, i expect BZH to make a 7-10% move (to the upside) very rapidly as many are now expecting more actions from the Fed and if that was to happen i would probably think more of a 10-15% increase very rapidly.
BZH is one of my favorite as a quick play as it is almost explosive when it starts to march upward exactly as FBP did last week (if you bought FBP AT 3,39$ or close to , you would have been able to sell over 3,85$ last friday for a 15%+ return in 1 week)
I would not go all in as i am still checking out on FBP. It is back to the 3,66$ area and if it dips below that, i will start getting back in.
So today is almost a double play day...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Well BZH has just hit what i will now consider the buying price for a quick play.
BZH has not stayed at that price very often and not that long when conditions were good are they are actually.
With all that is happening right now on the positive side, i expect BZH to make a 7-10% move (to the upside) very rapidly as many are now expecting more actions from the Fed and if that was to happen i would probably think more of a 10-15% increase very rapidly.
BZH is one of my favorite as a quick play as it is almost explosive when it starts to march upward exactly as FBP did last week (if you bought FBP AT 3,39$ or close to , you would have been able to sell over 3,85$ last friday for a 15%+ return in 1 week)
I would not go all in as i am still checking out on FBP. It is back to the 3,66$ area and if it dips below that, i will start getting back in.
So today is almost a double play day...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 30 juillet 2012
The Play Of The Day LVS (Las Vegas Sands)
Oh boy, what a drop in the recent weeks: from 55$ to 36$: close to 40%.
Did the fundamentals changed that much? Yes and no. The earnings per share did actually dropped and P/E is now over 21 times earning.
Year over year gross revenues were 10% higher but this is the net profit that drop enough to get the stock slammed.
Could it be that expectations were a bit too high? I think so.
Could it turn around? YES
So even if it is not the one stock for a trading play, it is a good time to start accumulating. I do not know if it will skyrocket from this point. It could even go a bit lower on the next dip but this is a stock definitely worth a lot more than it's actual price.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Did the fundamentals changed that much? Yes and no. The earnings per share did actually dropped and P/E is now over 21 times earning.
Year over year gross revenues were 10% higher but this is the net profit that drop enough to get the stock slammed.
Could it be that expectations were a bit too high? I think so.
Could it turn around? YES
So even if it is not the one stock for a trading play, it is a good time to start accumulating. I do not know if it will skyrocket from this point. It could even go a bit lower on the next dip but this is a stock definitely worth a lot more than it's actual price.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
jeudi 26 juillet 2012
The Play of the day ABFS (Arkansas Best Corporation)
If you believe the economy is struggling but will emerge stronger and stronger, transportation of goods is a must. If you believe the opposite, then at this time stay in cash.
For all the goods that need to be manufactured, raw products and finished goods MUST be transported to the manufacturer then moved to a selling point.
North America is still a bit fragile but transport is one of the most needed sector after banks and manufacturing.
ABFS is one that seems highly overvalued as of today and this is limiting the upside potential on the very short term. But when profit start coming in at a faster pace, this could be a winner.
At actual level it is a good time to start accumulating a bit a the time and most especially on the dips.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
For all the goods that need to be manufactured, raw products and finished goods MUST be transported to the manufacturer then moved to a selling point.
North America is still a bit fragile but transport is one of the most needed sector after banks and manufacturing.
ABFS is one that seems highly overvalued as of today and this is limiting the upside potential on the very short term. But when profit start coming in at a faster pace, this could be a winner.
At actual level it is a good time to start accumulating a bit a the time and most especially on the dips.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 25 juillet 2012
The Play of the Day UWN (Nevada Gold and Casinos)
On Friday before market opens, UWN will report the 2012 year revenues and i expect a good quarter.
Net profit has been hit this year with acquisition charges and write offs but Q4 should not reveal any more of those and even if it has already affected the profitability for the year profitability in the last quarter should be on the rise.
This will be a full quarter reporting revenues for the newly acquired slot machine route from Trucano and will definitely impact earnings in a positive way.
If net revenues were to surpass the 15M$ the net influence on the bottom line would definitely make a huge difference between a loss and a profit for the quarter.
The shares have been on a down trend since UWN acquired the Deadwood route of 900 slot machines as if the market did not believed there would be a significant impact on earnings.
There is also the market slump and the idea that overall USA sentiment is down and that customers are spending less on leisure.
I agree that the overall customers sentiment is bad but i think that it has improved since the last 6 months and even if i do not expect a large surprise in the results UWN will unveil on Friday, i think it could be a good performance quarter overall.
At the actual level (between 1,05 to 1,15$) UWN is highly undervalued and greatly oversold. Having a so small float of 15M shares only, it would only need a bit of momentum to turn around the shareprice. You can also use the stop losses in case of reversal BUT BE VERY CAREFUL HERE. The bidding on UWN is generally low so any stop loss sell triggered would be at market price and it could turn ugly for any sell order greater than 500 shares.
The possible downside of these shares is close to nil unless UWN was to report a very, but i mean , a very bad quarter.
UWN has no acquisitions in sight (no public info to this subject) and it must have been concentratring on profitability.
For the above reasons, UWN is my pick for today as it is time NOW to start accumulating for a good trend reversal toward the 2$ mark (i had expected last year a 4$ mark but that was before share issuance)
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Net profit has been hit this year with acquisition charges and write offs but Q4 should not reveal any more of those and even if it has already affected the profitability for the year profitability in the last quarter should be on the rise.
This will be a full quarter reporting revenues for the newly acquired slot machine route from Trucano and will definitely impact earnings in a positive way.
If net revenues were to surpass the 15M$ the net influence on the bottom line would definitely make a huge difference between a loss and a profit for the quarter.
The shares have been on a down trend since UWN acquired the Deadwood route of 900 slot machines as if the market did not believed there would be a significant impact on earnings.
There is also the market slump and the idea that overall USA sentiment is down and that customers are spending less on leisure.
I agree that the overall customers sentiment is bad but i think that it has improved since the last 6 months and even if i do not expect a large surprise in the results UWN will unveil on Friday, i think it could be a good performance quarter overall.
At the actual level (between 1,05 to 1,15$) UWN is highly undervalued and greatly oversold. Having a so small float of 15M shares only, it would only need a bit of momentum to turn around the shareprice. You can also use the stop losses in case of reversal BUT BE VERY CAREFUL HERE. The bidding on UWN is generally low so any stop loss sell triggered would be at market price and it could turn ugly for any sell order greater than 500 shares.
The possible downside of these shares is close to nil unless UWN was to report a very, but i mean , a very bad quarter.
UWN has no acquisitions in sight (no public info to this subject) and it must have been concentratring on profitability.
For the above reasons, UWN is my pick for today as it is time NOW to start accumulating for a good trend reversal toward the 2$ mark (i had expected last year a 4$ mark but that was before share issuance)
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 24 juillet 2012
The Play of The Day BZH (Beazer Homes)
Looking for a play at today's low level and that is NOT Europe?
Beazer Homes has just refinanced it's debt and issued stock to finance some more land acquisition.
The stock price paid for it deerly BUT i think that 30% drop is too much and it is now way oversold.
Whenever BZH is near 2,50$ i jump in and accumulate some more and i do take some profit near 3$
Construction and banks lending are the most critical to any economic recovery and if you believe it will happen (or that is is already happening) well it is time to get in...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Beazer Homes has just refinanced it's debt and issued stock to finance some more land acquisition.
The stock price paid for it deerly BUT i think that 30% drop is too much and it is now way oversold.
Whenever BZH is near 2,50$ i jump in and accumulate some more and i do take some profit near 3$
Construction and banks lending are the most critical to any economic recovery and if you believe it will happen (or that is is already happening) well it is time to get in...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 23 juillet 2012
The Play of The Day FBp (First Bancorp)
Markets seems to be pointing to a down open this morning and whenever this happen, i go back to one of my favorite 1 or 2 days play that most of the time gives back some very nice return in the range of 4-8%.
FBP was trading near 5$ when the US government started to unload theirs shares from TARP (they had about 100M of them) at market price lowering the share price to under 4$.
The trading range normally is between 3,60 and 3,90$ but this morning it could be going down a lot more.
I will keep an eye on it and i will be in whenever it crosses the 3,45$ or lower and i will be VERY PATIENT as it can drop suddently and rapidly but even at 3,45$ this is a good one to accumulate.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
FBP was trading near 5$ when the US government started to unload theirs shares from TARP (they had about 100M of them) at market price lowering the share price to under 4$.
The trading range normally is between 3,60 and 3,90$ but this morning it could be going down a lot more.
I will keep an eye on it and i will be in whenever it crosses the 3,45$ or lower and i will be VERY PATIENT as it can drop suddently and rapidly but even at 3,45$ this is a good one to accumulate.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 20 juillet 2012
The Play Of the Day BMO (Bank of Montreal)
How about a great canadian bank, well capitalized and with steady profit day in and day out?
How about a close to 5% dividend???
Not more to mention. This is Bank of Montreal.
This is all is needed to know but this is not a trading play but an accumulation play whenever you want to increase your dividend cheques every quarter.
At 70 cent per share that is the best between all Canadian banks.
Under 60$ is a great way to add value to your portfolio.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.
Get THE PLAY OF THE DAY on Twitter : @investman2
How about a close to 5% dividend???
Not more to mention. This is Bank of Montreal.
This is all is needed to know but this is not a trading play but an accumulation play whenever you want to increase your dividend cheques every quarter.
At 70 cent per share that is the best between all Canadian banks.
Under 60$ is a great way to add value to your portfolio.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.
Get THE PLAY OF THE DAY on Twitter : @investman2
jeudi 19 juillet 2012
ALERT ALZM (otcbb)
This one is flying today after announcing that they will acquire a new product in the medical arena.
Here is the link:
http://www.marketwatch.com/story/allezoe-medical-holdings-alzm-announces-acquisition-agreement-2012-07-19-101733658
It will be very interesting to see where that will lead this one between today and tomorrow but you can play for some pocket change.
Expect HIGH volatility and high risk but when you can play 100K sahres for under 1K$ and if you have what's needed to do that, it could be very lucrative.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Here is the link:
http://www.marketwatch.com/story/allezoe-medical-holdings-alzm-announces-acquisition-agreement-2012-07-19-101733658
It will be very interesting to see where that will lead this one between today and tomorrow but you can play for some pocket change.
Expect HIGH volatility and high risk but when you can play 100K sahres for under 1K$ and if you have what's needed to do that, it could be very lucrative.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
The Play of the Day FITB (Fifth Third Bancorp)
This is banks week.
Another very good and stable bank. To the opposite of the trading banks (JPM , MS) the regular banks seem to be on a very positive upward movement.
Over the last 2-3 years they have streamlined their expenses and credit quality has improved leading to better profitability. FITB has also raised his dividend 3 times: 1 cent, 6 cents then 8 cents being another good sign of improving situation.
So this morning FITB showed a 13% profit increase even if revenues felt short. The way to improve revenue is more loan toward business and customers WITHOUT taking chances as banks were taking early 2006-2007 and i am pretty confident they are on the right track.
So unless things turn for the worst, i see no problem for FITB to achieve a price target of 17$ this year.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.
Get THE PLAY OF THE DAY on Twitter : @investman2
Another very good and stable bank. To the opposite of the trading banks (JPM , MS) the regular banks seem to be on a very positive upward movement.
Over the last 2-3 years they have streamlined their expenses and credit quality has improved leading to better profitability. FITB has also raised his dividend 3 times: 1 cent, 6 cents then 8 cents being another good sign of improving situation.
So this morning FITB showed a 13% profit increase even if revenues felt short. The way to improve revenue is more loan toward business and customers WITHOUT taking chances as banks were taking early 2006-2007 and i am pretty confident they are on the right track.
So unless things turn for the worst, i see no problem for FITB to achieve a price target of 17$ this year.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 18 juillet 2012
The Play of the Day BAC (Bank of America)
This is bank week...
Well can we say more than these numbers: a 10B$ swing between last year results and this year for the same quarter. Simply great.
Sure last year they had to use a larger than expected provision for bad loans and this year is the opposite as these provisions were lower.
What about an 80% in mortgage refinancing and better quality credit.
So that means that they have a 2,6B$ ready to hit markets in loans and financing in a streamlined new BAC organization with savings of 8B$ a year.
Ok, that's enough for me. I will be in again an add more under 8$. My price target for the next 6 months is a share price hovering near 10$ for a good 25% return. Be carefull as price could drop a bit this morning as market seems to be a bit weak.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.
Get THE PLAY OF THE DAY on Twitter : @investman2
Well can we say more than these numbers: a 10B$ swing between last year results and this year for the same quarter. Simply great.
Sure last year they had to use a larger than expected provision for bad loans and this year is the opposite as these provisions were lower.
What about an 80% in mortgage refinancing and better quality credit.
So that means that they have a 2,6B$ ready to hit markets in loans and financing in a streamlined new BAC organization with savings of 8B$ a year.
Ok, that's enough for me. I will be in again an add more under 8$. My price target for the next 6 months is a share price hovering near 10$ for a good 25% return. Be carefull as price could drop a bit this morning as market seems to be a bit weak.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 17 juillet 2012
The Play of the day STI (SunTrust Banks)
This is banks week...
Very interesting bank and again another under evaluated one at 0,67 (earnings to book value) compared to other banks in the same category where their book value ratio is either very close to 1 or higher.
So, what is wrong with STI??? REVENUES AND PROFIT. Again the main problem is net profit and higher revenues meaning a larger market share.
But second half of 2012 will help regional banks that were solid enough to clean their house and their very bad portfolio still maintaining their tiers ratio. They will be able to grow based on new loans not on expenses reduction.
STI has been able to do that and it's now on recovery path.
I will not expect a very high return sor STI this year, but i do not expect volatility to be high either.
STI will start moving into a trading range (22$ to 24$) and when profit hits then that range will move higher, dividend could be increase etc. I expect a share value of around 30$ by year end. (Still a good 20% return)
So i will open a small position and start accumulating STI. In the long run, this will be a winner.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Very interesting bank and again another under evaluated one at 0,67 (earnings to book value) compared to other banks in the same category where their book value ratio is either very close to 1 or higher.
So, what is wrong with STI??? REVENUES AND PROFIT. Again the main problem is net profit and higher revenues meaning a larger market share.
But second half of 2012 will help regional banks that were solid enough to clean their house and their very bad portfolio still maintaining their tiers ratio. They will be able to grow based on new loans not on expenses reduction.
STI has been able to do that and it's now on recovery path.
I will not expect a very high return sor STI this year, but i do not expect volatility to be high either.
STI will start moving into a trading range (22$ to 24$) and when profit hits then that range will move higher, dividend could be increase etc. I expect a share value of around 30$ by year end. (Still a good 20% return)
So i will open a small position and start accumulating STI. In the long run, this will be a winner.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 16 juillet 2012
The Play of the Day C (Citigroup)
This is the week for the bank picks.
Many says that the economy will be driven by construction. Yes BUT if banks do not lend than there is no new construction coming into the market.
Where is the starting point: profit. When banks starts to make more profit they start making more loans and the last 3 banks that have reported have indicated just that: more profit and more loans than expected. Sure expectations were very low as a very slow recovery has been taken into account but again this morning look at Citigroup and the result on pre-market trading for having beat the estimations. They are trading at near +4%
It also makes me believe that larger banks will make more profit lending to big boys and then it will echoed to smaller banks, namely regionals, all over the place as long as these banks have been prudent. The wheel has started to spin in the right direction!
So this morning, i will be adding some Citigroup but watching carefully the opening trend as it seems that 4% gain in pre-market is a bit high but nevertheless, under 30$ it is still really cheap for Citigroup as their P/E ration is under 8, their price to book value really dirt cheap (0,44), and is evaluated the lowest compared to other large banks.
NOW, if Citigroup was to officially announce a dividend increase watch out for a rapid recovery. Not that long ago (march 2012) Citigroup was trading at 38$. It took 4 months to lose 25% of it's value BUT the rise could be a lot faster.
I do believe Citigroup will trade over 40$ by year end so this is a great time for accumulation and a close to 40% increase in value over the next 6 months.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Many says that the economy will be driven by construction. Yes BUT if banks do not lend than there is no new construction coming into the market.
Where is the starting point: profit. When banks starts to make more profit they start making more loans and the last 3 banks that have reported have indicated just that: more profit and more loans than expected. Sure expectations were very low as a very slow recovery has been taken into account but again this morning look at Citigroup and the result on pre-market trading for having beat the estimations. They are trading at near +4%
It also makes me believe that larger banks will make more profit lending to big boys and then it will echoed to smaller banks, namely regionals, all over the place as long as these banks have been prudent. The wheel has started to spin in the right direction!
So this morning, i will be adding some Citigroup but watching carefully the opening trend as it seems that 4% gain in pre-market is a bit high but nevertheless, under 30$ it is still really cheap for Citigroup as their P/E ration is under 8, their price to book value really dirt cheap (0,44), and is evaluated the lowest compared to other large banks.
NOW, if Citigroup was to officially announce a dividend increase watch out for a rapid recovery. Not that long ago (march 2012) Citigroup was trading at 38$. It took 4 months to lose 25% of it's value BUT the rise could be a lot faster.
I do believe Citigroup will trade over 40$ by year end so this is a great time for accumulation and a close to 40% increase in value over the next 6 months.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 13 juillet 2012
THE PLAY OF THE DAY: FBP DRL
A double play for a Friday the 13th...
As we have seen so far this morning, big banks (JPM WFC) are reporting profits much better than anticipated. JPM is a trading bank combined with regular bank BUT Wells Fargo is a regular bank (large by all means...) and has nothing to do with a banking investment. Both did made solid profits.
Conclusions: as far as banks are concerned, we could be in for a great Q2 profit report for most of them and especially regional banks that have been hammered recently.
Stock market being what it is, i think that finding stars before others make the difference and in that regard Puerto Rico is an area where problems have been larger than anywhere else but fixes will come and economy will improve out there. It will do that after other states i agree BUT it will improve.
So my point is that it could be the time to get back in and start accumulating the 2 following banks:
FBP has been growing (credit card portfolio base bought for 402M$) and is still one of the largest UNDERVALUED bank of the area with a price to book ratio of only 0,56. Also very important to note is their share float. So low that any profitability would impact shares a lot faster than any other banks.
DRL is evaluated only as 0,39 (price to book ratio) and is on the verge of profitability with a 200M$ load provision taken on the last quarter (when stock dropped from 1,80$ to 1,20$) and is ready in my opinion to achieve profitability and growth in all sectors of operation. Also very small share float.
With that in mind, these 2 banks, that i have played short term for 5-10% profit each time, are poised for excellent growth over the next year and should be providing investors with a great return %. They are highly volatile but it is worthy.
Today launch a week special: Banks. They are in the first to reports and will give an excellent idea on how the market will react next week.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
As we have seen so far this morning, big banks (JPM WFC) are reporting profits much better than anticipated. JPM is a trading bank combined with regular bank BUT Wells Fargo is a regular bank (large by all means...) and has nothing to do with a banking investment. Both did made solid profits.
Conclusions: as far as banks are concerned, we could be in for a great Q2 profit report for most of them and especially regional banks that have been hammered recently.
Stock market being what it is, i think that finding stars before others make the difference and in that regard Puerto Rico is an area where problems have been larger than anywhere else but fixes will come and economy will improve out there. It will do that after other states i agree BUT it will improve.
So my point is that it could be the time to get back in and start accumulating the 2 following banks:
FBP has been growing (credit card portfolio base bought for 402M$) and is still one of the largest UNDERVALUED bank of the area with a price to book ratio of only 0,56. Also very important to note is their share float. So low that any profitability would impact shares a lot faster than any other banks.
DRL is evaluated only as 0,39 (price to book ratio) and is on the verge of profitability with a 200M$ load provision taken on the last quarter (when stock dropped from 1,80$ to 1,20$) and is ready in my opinion to achieve profitability and growth in all sectors of operation. Also very small share float.
With that in mind, these 2 banks, that i have played short term for 5-10% profit each time, are poised for excellent growth over the next year and should be providing investors with a great return %. They are highly volatile but it is worthy.
Today launch a week special: Banks. They are in the first to reports and will give an excellent idea on how the market will react next week.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
jeudi 12 juillet 2012
THE PLAY OF THE DAY GW (Garda World)
With a new agreement with Desjardins for 250M$ AND a 6 years contract with Laurentian Bank, this is without a doubt a stock that will benefit in the coming days.
I will be at 8,25$ or lower and will accumulate some more. This stock should be close to 9,50$ in the mid term.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
I will be at 8,25$ or lower and will accumulate some more. This stock should be close to 9,50$ in the mid term.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mercredi 11 juillet 2012
On The Radar After 30
This morning i am keeping an eye on the following stocks:
BZH ( Beazer Homes)
After pricing the new shares at 2,90 yesterday it will probably hoover around that price. I will be a buyer at 2,79 up to 2,85. I expect their next results to be way better than the last quarter.
GPR (Canada) GPL (USA) (Great Panther Silver)
Silver has bee hammered down lately and i expect a reboud. Good time for a bit more accumulation. Will watch price between 1,62 to 1,64 (GPR) and 1,60 to 1,63 (USA)
INT (Intertainment Media)
Again good price discount this morning but there is a huge wal at 0,35. Another good entry point for accumulation at this afctual level.
F (Ford)
It is flat at 9,35 and watching the 9,25$ level today. Another good opportunity to accumulate
BZH ( Beazer Homes)
After pricing the new shares at 2,90 yesterday it will probably hoover around that price. I will be a buyer at 2,79 up to 2,85. I expect their next results to be way better than the last quarter.
GPR (Canada) GPL (USA) (Great Panther Silver)
Silver has bee hammered down lately and i expect a reboud. Good time for a bit more accumulation. Will watch price between 1,62 to 1,64 (GPR) and 1,60 to 1,63 (USA)
INT (Intertainment Media)
Again good price discount this morning but there is a huge wal at 0,35. Another good entry point for accumulation at this afctual level.
F (Ford)
It is flat at 9,35 and watching the 9,25$ level today. Another good opportunity to accumulate
PLAY OF THE DAY MIO(cve) (Mindoro Resources)
Well with the actual stock market stuck in the mud, sometime we need some foreseable action and Mindoro could be one very interesting stock.
They are in the Philippines and unfortunately cash is running out. Last week, they sign a Heads of Agreement with TVI Pacific to form a join venture on some properties.
Part of this was the immediate cash loan that will let Mindoro Resources operate until final decision (after due diligence from TVI) is made.
This is a win win situation and the immediate beneficiary will be Mindoro as they will still be partners in the properties and will received an instant cash injection. Il will diluate actual shareholders BUT TVI did offered 0,05 being the actual price. So some dilution but no discount to market price.
At the actual 0,05 i think this is a good play and could create a great return within 90 days if due diligence favor the deal but my instincts are telling me that this deal will get it's green light.
Naturally THIS IS NOT THE ONE TO bet all in...but could jazz your protfolio a bit if it goes as planned...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
They are in the Philippines and unfortunately cash is running out. Last week, they sign a Heads of Agreement with TVI Pacific to form a join venture on some properties.
Part of this was the immediate cash loan that will let Mindoro Resources operate until final decision (after due diligence from TVI) is made.
This is a win win situation and the immediate beneficiary will be Mindoro as they will still be partners in the properties and will received an instant cash injection. Il will diluate actual shareholders BUT TVI did offered 0,05 being the actual price. So some dilution but no discount to market price.
At the actual 0,05 i think this is a good play and could create a great return within 90 days if due diligence favor the deal but my instincts are telling me that this deal will get it's green light.
Naturally THIS IS NOT THE ONE TO bet all in...but could jazz your protfolio a bit if it goes as planned...
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 10 juillet 2012
THE PLAY OF THE DAY F (Ford)
What else can we say about Ford???
Last night on the conference call from Alcoa, the ceo mentionned automobile segment was doing good. To me good is a lot better than doing OK or STABLE...
So how is Ford really doing? Well they just started the production in their new facility in Romania where they have invested over 850M$...not bad...
They also got their credit back to investment quality grade and since Q1 results were released Ford was downgrade by some investment analysis.
So why should we pay attention to Ford? Look at the P/E ratio: it is 1.99 (not a typo error here)
Ok i will agree that sales are down as is profit but how low can it go?
Simple maths here: 4,75$ profit per share means a p/e of 1,99 where GM and FIAT (Chrysler) are at a p/e of 3,5, that means that FORD profit will have to get down to 11B$ (40% decrease over all divisions) to be at a comparable P/E.
So, i think it is time to accumulate from now on. Some here and there and more buying on dips. Yes there maybe some other bumps over time but overall Ford is a great investment if you have 2-3 years window.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Last night on the conference call from Alcoa, the ceo mentionned automobile segment was doing good. To me good is a lot better than doing OK or STABLE...
So how is Ford really doing? Well they just started the production in their new facility in Romania where they have invested over 850M$...not bad...
They also got their credit back to investment quality grade and since Q1 results were released Ford was downgrade by some investment analysis.
So why should we pay attention to Ford? Look at the P/E ratio: it is 1.99 (not a typo error here)
Ok i will agree that sales are down as is profit but how low can it go?
Simple maths here: 4,75$ profit per share means a p/e of 1,99 where GM and FIAT (Chrysler) are at a p/e of 3,5, that means that FORD profit will have to get down to 11B$ (40% decrease over all divisions) to be at a comparable P/E.
So, i think it is time to accumulate from now on. Some here and there and more buying on dips. Yes there maybe some other bumps over time but overall Ford is a great investment if you have 2-3 years window.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
lundi 9 juillet 2012
THE PLAY OF THE AC.B (Air Canada)
Very tinteresting that AC.B closed friday at 1,01$ after having a good run to 1,03$. It happened at the very end of the day where 0,02 were taken off the last price.
So today there is, at this time, almost no sell order under 1,04 and even there after everything is clear up to 1,10 as only about 300K shares are on the sell side.
So for a quick play i will make enter at 1,01 (still some left at this price) and make an exit point over 1,06.
There is good support this morning between 1$ and 0,99 and this is limiting the down side.
If you want to play it a bit longer, there is a very high possibility of a coming great leg up. Results are good and fuel cost is still on the down side.
I would not be surprise to see AC.B going around 1,45 before year end especially with the talks about pension funding that could be extended by antoher 10 years helping a lot AC.B.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
So today there is, at this time, almost no sell order under 1,04 and even there after everything is clear up to 1,10 as only about 300K shares are on the sell side.
So for a quick play i will make enter at 1,01 (still some left at this price) and make an exit point over 1,06.
There is good support this morning between 1$ and 0,99 and this is limiting the down side.
If you want to play it a bit longer, there is a very high possibility of a coming great leg up. Results are good and fuel cost is still on the down side.
I would not be surprise to see AC.B going around 1,45 before year end especially with the talks about pension funding that could be extended by antoher 10 years helping a lot AC.B.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 6 juillet 2012
THE PLAY OF THE DAY TVI.TO (Tvi Pacific)
Well for a junior mining company that many had declared in bad shape, they have projects and that is what is needed in the mining industries. You simply cannot let your mines being depleted without acting and this is exactly what TVI did this morning. (see previous email for link to NR)
By the way, TVI is still generating close to 100M$ in revenues per year with some good profit and they had about 20M$ in the bank.
So what is the problem? Why are they stuck in the 0,025 and not closer to 0,25? Why a 90% discount?
Easy answer: mining act in the Philippines. The very moment this act is signed and that permits starts being approved, TVI will definitely get backs to where it should be.
So at 0,025 this is a steal especially if all their projects come to life. The gold mine almost ready to go (Balabag) by itself would have the share price incrase by a 0,05 to 0,10.
So at actual level, i am a buyer with an exit price of at least 0,10
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on
Twitter : @investman2
By the way, TVI is still generating close to 100M$ in revenues per year with some good profit and they had about 20M$ in the bank.
So what is the problem? Why are they stuck in the 0,025 and not closer to 0,25? Why a 90% discount?
Easy answer: mining act in the Philippines. The very moment this act is signed and that permits starts being approved, TVI will definitely get backs to where it should be.
So at 0,025 this is a steal especially if all their projects come to life. The gold mine almost ready to go (Balabag) by itself would have the share price incrase by a 0,05 to 0,10.
So at actual level, i am a buyer with an exit price of at least 0,10
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
ALERT TVI
TVI has just announced that they are moving toward a nickel mine.
At this moment here is the link and more to come on this deal
http://www.tvipacific.com/Investors/news/News-Release-Details/2012/TVI-Pacific-Inc-Announces-Joint-Venture-Opportunities-and-Equity-Investment-With-Mindoro-Resources-Ltd1130091/default.aspx
At this moment here is the link and more to come on this deal
http://www.tvipacific.com/Investors/news/News-Release-Details/2012/TVI-Pacific-Inc-Announces-Joint-Venture-Opportunities-and-Equity-Investment-With-Mindoro-Resources-Ltd1130091/default.aspx
jeudi 5 juillet 2012
THE PLAY OF THE DAY WPX (Western Potash)
WPX is a junior company that tries to find a suitable partner to develop a huge potash mine and it's shares have been hammered down last week after some comments were made to the fact that no new potash mines will be build before at least 5 years and another release to the effect that WPX has ended talks with one of the possible partner.
The problem: nothing was new about these facts and shares have been greatly oversold. I expect a rebound around 1,00$ so this is still a good time to accumulate at a great price and even take some profit when WPX hits the 1$ again.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
The problem: nothing was new about these facts and shares have been greatly oversold. I expect a rebound around 1,00$ so this is still a good time to accumulate at a great price and even take some profit when WPX hits the 1$ again.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
mardi 3 juillet 2012
PLAY OF THE DAY BZH KBH HOV
All in construction sector and for one good reason: a bit of diversification in a sector that has bottomed.
Sure the road may be bumpy and many dips may appears but for example in just a matter of a couple of days, BZH increase by 10%.
Naturally i would buy those 3 names as they represents different sectors of the USA: KBH is mostly west , BZH is mostly east and HOV is mostly central.
So you have it pretty much coverage with 3 companies.
Any come back of the actual situation in the States WILL have to have construction sector coming back at first to profitability and even if it is not done yet, i would estimate that before 2012 year end, they will be flat or profitable and this is the push those 3 stocks need to give great return.
I would prefer accumulation at this time instead of a short term trade where you can add on each 5% dip.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
Sure the road may be bumpy and many dips may appears but for example in just a matter of a couple of days, BZH increase by 10%.
Naturally i would buy those 3 names as they represents different sectors of the USA: KBH is mostly west , BZH is mostly east and HOV is mostly central.
So you have it pretty much coverage with 3 companies.
Any come back of the actual situation in the States WILL have to have construction sector coming back at first to profitability and even if it is not done yet, i would estimate that before 2012 year end, they will be flat or profitable and this is the push those 3 stocks need to give great return.
I would prefer accumulation at this time instead of a short term trade where you can add on each 5% dip.
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
vendredi 29 juin 2012
ALERT INT (5)
Very interesting to note that Maxim Group was the underwriter of Vringo (VRNG) and especially more when you look at the business description of VRNG:
Vringo, Inc., a development stage company, provides a range of software products for mobile video entertainment, personalization, and mobile social applications. The company's products include the Video Ringtones product platform that allows users to create, download, and share mobile entertainment content in the form of video ringtones for mobile phones; and Facetones, which allows users to create social picture ringtone and ringback content in the form of animated slideshows sourced from friends’ social networks. Its products also comprise the Video ReMix, an application that allows a user to create own music video by tapping on a smartphone or tablet, in partnership with music artists and brands; and Fan Loyalty, a platform that allows users to obtain video and video ringtones, view information on certain reality television series, and stars and vote for contestants. The company was founded in 2006 and is headquartered in New York, New York
So it would appear to me that they know the market and would find the appropriate investors.
Vringo, Inc., a development stage company, provides a range of software products for mobile video entertainment, personalization, and mobile social applications. The company's products include the Video Ringtones product platform that allows users to create, download, and share mobile entertainment content in the form of video ringtones for mobile phones; and Facetones, which allows users to create social picture ringtone and ringback content in the form of animated slideshows sourced from friends’ social networks. Its products also comprise the Video ReMix, an application that allows a user to create own music video by tapping on a smartphone or tablet, in partnership with music artists and brands; and Fan Loyalty, a platform that allows users to obtain video and video ringtones, view information on certain reality television series, and stars and vote for contestants. The company was founded in 2006 and is headquartered in New York, New York
So it would appear to me that they know the market and would find the appropriate investors.
ALERT INT (4)
Here is a presentation that was showed in 2008. Even if a bit outdated, it gives the general idea of who Maxim Group is.
Here is the link:
http://www.capitallinkforum.com/shipping/2008/files/maxim032008.pdf
François
Here is the link:
http://www.capitallinkforum.com/shipping/2008/files/maxim032008.pdf
François
ALERT INT (3)
When you look at Maxim Group customers, you will find very interesting names and well established companies).
Here are the links:
http://www.maximgrp.com/investmentbanking/recenttransactions/index.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_pipes.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_advisory.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_underwriting.asp
If this is not linked to an IPO in the states, i am wondering what else it could be. A private placement does not sounds like what INT had in mind as they already had a 20M$ offer on the table for Ortsbo initial offering.
I think that at this stage, ORTSBO and INT received a lot more attention in the USA and this is where they will be focused. That does not mean there will not be a RTO in Canada and a senior listing on the TSC but real money will not come from Canada.
To be followed
Here are the links:
http://www.maximgrp.com/investmentbanking/recenttransactions/index.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_pipes.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_advisory.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_underwriting.asp
If this is not linked to an IPO in the states, i am wondering what else it could be. A private placement does not sounds like what INT had in mind as they already had a 20M$ offer on the table for Ortsbo initial offering.
I think that at this stage, ORTSBO and INT received a lot more attention in the USA and this is where they will be focused. That does not mean there will not be a RTO in Canada and a senior listing on the TSC but real money will not come from Canada.
To be followed
ALERT INT
INT has just signed an agreement with Maxim Group LLC and it looks like the USA listing on major exchange is on the way.
More to come today
Here is a link to the NR.
http://www.intertainmentmedia.com/refresh/wp-content/uploads/2010/11/June-29-12-PR-INT-Enlists-Maxim-Group-2.pdf
More to come today
Here is a link to the NR.
http://www.intertainmentmedia.com/refresh/wp-content/uploads/2010/11/June-29-12-PR-INT-Enlists-Maxim-Group-2.pdf
THE PLAY OF THE DAY (FTR)
This is Dividend Week
The last play of the week is a contrarian play. You should not be invested in too many like this one as it is often describe as the one being unable to maintain it's dividend.
Well, it is really difficult to believe that a company can maintain a 10% + dividend BUT is that because revenues are not there or is it because share price has been hammered since 1 year?
If that share price was to get back to 6$ the dividend rate will get down to about 6% and that would make the dividend rate substainable ? Strange way of looking at it...
This is why i think this is a contrarian play as my impressions are that there are no reason why FTR could not see it's dividend maintained AND also get a good share appreciation.
The market is definitely highly competitive but with a book ratio under 1, there is room for appreciation also. Revenues are still good as is profit.
So opening a small position could be very profitable but this may not be at this time the stock to get in at 100%. So a 30-40% of your expected position could be a great start but be very careful. Good dividend yield does not mean a fantastic return and only 1 week drop in share price could wipe out a year of dividend.
Fo those who like this dividend week, here is a great site to learn more:
dividend.com
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
jeudi 28 juin 2012
On the Radar after 30: BAC LB LVS
I am looking at the following stocks and entry prices:
BAC (Bank of America) 7,65$
LB (Laurentian Bank) 46,40$
LVS (Las Vegas Sands) 42,00$
Get the ‘On
the Radar after 30’ on Twitter : @investman2
The Play Of the Day ARR (Armour Residential REIT)
This is dividend week
This play is from another REIT and it is a bit more toward residential hybrid mortage and variable rates but still insured by USA government. But being on variable mortgages, as long as rates will stay low, the profit will stay a bit low.
On the bright side, the dividend rate is incredible at 17% and paid MENSUALLY at the rate of 10 cents per share.
So if you are looking for a stock that pay a great rate and where the share price is pretty stable, ARR could be the one. Unfortunately one simple drop in share price could wipe out easily any short term profit so be prudent and do not invest all on this one (as usual)
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
This play is from another REIT and it is a bit more toward residential hybrid mortage and variable rates but still insured by USA government. But being on variable mortgages, as long as rates will stay low, the profit will stay a bit low.
On the bright side, the dividend rate is incredible at 17% and paid MENSUALLY at the rate of 10 cents per share.
So if you are looking for a stock that pay a great rate and where the share price is pretty stable, ARR could be the one. Unfortunately one simple drop in share price could wipe out easily any short term profit so be prudent and do not invest all on this one (as usual)
As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.
Get THE PLAY OF THE DAY on Twitter : @investman2
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