2/22/11: List of stocks to put on the BTFD list

[brosin]

**********IF*************** this is the start of a correction, and we are to assume it will be at least 5% or so...

What stocks would you put on your list to BTFD on in coming weeks?

In addition to these, I would add F, CLF, ANR (thanks Birthmark)

Feb 1, 2011 20:45:22 GMT -5 brosin said:

Oops sorry Fariba just saw this now

Congrats on the CYOU! glad to hear.. I was hoping somebody else is in on it - just wait until more and more people see the 5 PE on it... still a long way to go in the Long Term i'm hoping

There are still a decent amount of big cap stocks that i like as being cheap (even for them) from a longer term perspective - V, GOLD (ticker ), SLW, RIMM, RIG, PBR, GGB, DRYS

Looking for more ideas though as I know there are good companies with great earnings projections that are still not overvalued even if the underlying market is.

[maxi]

I still like HAL and ADBE

[sneaker09]

haha and hear I thought you were going to list the russell 5000 components

[novice08]

LNG, BXK, LVS...just to name a few.

[waverun]

LDK,AKS,AA,MGM,LVS,

Maybe

OCLR,JDSU,TTWO

[brosin]

Thanks for the input guys and gals

Going to spend some time tonight looking through some of these

[brosin]

FWIW this is my own list I will be watching for entries on with my IRA cash in coming weeks

I took the list I had before plus the ones you guys mentioned, and then scoured my watch lists

fP/E = forward P/E (did my own calcs as scotturd and TDA always have some glitches)

My criteria is that I really like an undervalued company by valuation (p/e) and earnings growth (peg) standpoints, and I really only like big cap companies with proven track records.

And I found a LOT more than I would've thought that I really liked a lot even at current levels. As the market gets a little cheaper, these are the ones I'm grabbing

Not a bad list for a big ole bear like me!
F
CLF
ANR
CYOU
V
GOLD
SLW
RIMM
RIG or DO - liked them about the same
TGB
CF
GS
ADBE
LVS

[bullorbearnopigs]

Brosin - great thread (AGAIN!)

wonder what a good buy target is? On F, i'm not in until sub $14.50; thought we had a chance last night, but not to be (yet?).

[birthmark]

I like them Bros and I, too, will be watching and ready to pounce.
Thanks for the list.
I say we keep this thread bumped.
GL

[herceg1967]

Feb 22, 2011 23:17:49 GMT -5 bullorbearnopigs said:

Brosin - great thread (AGAIN!)

wonder what a good buy target is? On F, i'm not in until sub $14.50; thought we had a chance last night, but not to be (yet?).

I agree 14.50 should be very good area to get in............LVS at 44 and change............I like PCX, but summer is coming so not sure on that one even though at the lower BB..........

Look at AKS for low 15's as a good starting point for long pos unless you scalp either side as myself.............

HBAN has taken a beating in the Regionals, so some may look at that as well, TARP is paid back so more upside going forward....

JMO and BOL to all.........

[brosin]

Sorry guys I don't know how I missed it, but I had meant to put in my forward P/E calculations. This and the PEG ratios are the main reasons I chose the stocks I did (ANR over PCX and stuff like that).

• F - 7.93 fP/E, earnings headed strongly up in the next few quarters
  
• CLF - 7.83 fP/E, earnings headed up continually, growth from 2009 to 2010 was phenomenal
  
• ANR - 11.87 fP/E, earnings next year and from 2010 to 2011 is going to be unbelievable. It is going to sail... it is like PCX growth-wise, but way more profitable
  
• CYOU - 9.26 fP/E, earnings headed strongly up, boring name but great BTFD candidate
  
• V - 13.07 fP/E, earnings headed strongly up next year. They have literally zero long term debt
  
• GOLD/ SLW - 23 / 22.17 fP/Es respectively, both their earnings are set to truly take off. And for gold/silver companies to be profitable, let alone seeing huge earnings growth, there is no doubt why SLW keeps moving up so fast....
  
• RIMM - 9.87 P/E, earnings steadily moving up about as fast as AAPL and the other big names, yet still SO unloved
  
• RIG / DO (about the same) - 13 / 12 fP/Es, both earnings kind of sluggish... I wouldn't recommend other than that it is good exposure to oil from the drilling standpoint which will ALWAYS be necessary
  
• TGB - 10.3 fP/E.. I really like this play, earnings headed way up in the next year
  
• CF - fP/E of 9.57! earnings set to go through the roof
  
• GS - fP/E of 9.53... as much as we all hate them, stock is cheap
  
• ADBE - 14.79 fP/E and for a tech stock that's not bad at all / similar growth & context of RIMM
  
• LVS - fP/E towards the 25 area, but it's like the gold/silver stocks in that casinos typically are not profitable; LVS seeing huge profits already
  

[brosin]

bump in case some of these get extra cheap tomorrow

[timber]

you buying brosin

[brosin]

It'll depend on what happens... these would be IRA plays where I'll take what the market gives me. If any of these stocks get really cheap while the market is crashing or something, I'd definitely buy

But overall I'm still really bearish from a trading standpoint so in the paper world i'm going to be shorting into pops until at least 1200 SPX when I'd start to get a little more neutral to bull biased. 1130/50 would be where I would be a full bull again

[novice08]

Will be interesting to see whether sol, lng & glng hold up tomorrow. Or if anything holds up. At the moment, the PMs are falling...

[brosin]

Not so hot YTD: