[Digimata]

You are doing this the wrong way. You could buy shipping, but why? What's your reason? What are you trying to do here?

Also look at finviz.

[Australia Sucks]

I have not done deep research into it, only had a quick look for what its worth but ASX listed company Finbar Group (ASX code: FRI) is worth a closer look.

Its a property developer focused on the Western Australian property market. The last traded share price was $0.80 (AUD). The Net Tangible Assets (NTA) per share is close to $0.92 per share based on the last balance sheet.

It's trading at a discount to NTA. The company has been around a long time and does pay a dividend.

The Western Australian property market (particularly Perth) is where the company is focused on doing its mostly residential property development. The housing market in Western Australia has been depressed for a long time now due to the weakness in the commodities/resources sector which peaked in 2011. Eventually the Western Australian housing market will start rebounding, its hard to say when though. If I had to guess I would say the recovery will start in the sometime within the next 1-2 years. If that happens the company's earnings will pick up (it's currently generating a loss). The company has a reasonable construction pipeline and while the balance sheet does have quite a bit of debt I would not say that the company is dangerously over-leveraged at least not yet anyway.

[BB1]

I think Chicago Bridge & Iron Company (CBI) is a good opportunity.

[ProGambler]

Ladbrokes is a stonking buy at 115. Just bought Vedanta Resources at 580 too

[Australia Sucks]

Guys if you are posting on this thread it's helpful if you at least give a brief reason/explanation even if its only one or two sentences why you think something is worth buying or at least worth researching further.

[booshala]

Kroger. Beaten down badly, especially after the news of Amazon buying Whole Foods was released, but I think it's all an overreaction. It's not like people are going to stop going to the grocery store just because Amazon can deliver groceries. And what about all of the people in rural or exurb areas where Amazon's tentacles don't penetrate as much?

Solidly run company, yield is now in the 2%'s and they have a history of repurchasing their stock which seems highly likely given this huge dip. I'm thinking this will be a great turnaround play.

[Jeeves]

(06-20-2017 05:05 PM)gework Wrote:  

What does no one want to buy at the moment?

I'm looking to pick a basket of stocks/funds and hold. Decent dividend would be a bonus.

I'm not sure exactly what you're asking (you lost me later in the post), but everyone's scared as hell about oil these days and short positions have been increasing for the majors.

Personally, I've been following Royal Dutch Shell (RDS-A) and World Point Terminals (WPT), both with dividend yields around 7%. Others here have thrown these names out in the recent past in addition to BP (~6.8% yield), and besides, my grandpa got rich on oil stocks and I'm a nostalgic sort of guy

I missed the boat on WPT; wanted them at $15, now they're being bought out at $17.30. Oh well.

I don't think anyone's shying away from them exactly, but a REIT--Omega Healthcare Investors (OHI)--has been mentioned here a few times and I've been following them too. The dividend yield is obviously attractive (7.65%), they've had 19 consecutive increases in the dividend (counting the odd March-April payments in 2015 as one), and they cater to the elderly with 'skilled nursing facilities' (I like the outlook for baby boomers there). Downsides appear to be that there is some risk related to the proposed repeal of Obamacare and sensitivity to interest rates (being that it's real estate and all). However I also hear that there's some turmoil in the industry, which could lead to a regulatory clampdown on the "skilled"/"unskilled" issue of nurses, which could greatly benefit OHI facilities I suppose.

Personally, I'm interested in RDS-A and I'm planning on making OHI my half-assed attempt at diversification (not including cash, deposits and metals).

[Digimata]

(04-06-2017 11:59 AM)DJ-Matt Wrote:  

Went up a little bit today on rumors of the buyout, I'm in for 1k.

In for 500 buying calls. Don't think it'll actually pass but worth a shot given the spread.

[gework]

Thanks for the tips. Bought three of them. My haul:

Omega Healthcare Investors (OHI) - low price/book, consistent dividend ~6.5%, aging population, relatively resistant to 2008
Vedanta Resources PLC (VED) - about 80% down on highs, hold for future commodity bull, consistent dividend of around 5%
Laird PLC (LRD) - just gone down over 50%, consistent dividend of about 5%
Sky Network Television Ltd SKT - down 50%, consistent dividend of about 6%, book value = price
Petrofac Ltd PFC - down about 80% from high, consistent dividend of about 4%, low price/book ratio
Pearson PLC PSON - consistent ~5% dividend, low price/book ratio, down 66% of high
Ladbrokes - consistent 2% dividend, down 80%
G8 Education Ltd GEM - consistent dividend ~7%
Carillion PLC CLLN - consistent ~6% dividend, down 50%, low price/book
Barrick Gold Corp ABX (Canada) - about 2% yield, down 60%, holding long for future gold bull
Synthos SA SNS (Poland) - consistent dividend of about 8%

(06-20-2017 06:40 PM)Digimata Wrote:  

What are you trying to do here?

Buy stocks that have been hammered but have relatively consistent high dividends, to hold long-term.

[Digimata]

(06-21-2017 10:49 AM)gework Wrote:  

Buy stocks that have been hammered but have relatively consistent high dividends, to hold long-term.

You are aware buying grains and inverse S&P is incongruent with your above thesis. You are also aware that being hammered usually leads to a dividend cut which invalidates the original reason you are buying?

Anyways, there are so many in this current market. Energy, shipping, basic materials to name a few places. RDS is top of my list.

[DJ-Matt]

I would buy RAD right now, it's at rock bottom.

[Topsdown]

Random thoughts/responses

Already mentioned but RAD needs the way cleared for Walgreens to merge with them. Otherwise, I think it will take another buyer to make money on it.

On another front, I have bought certain Chinese ETFs, one REIT, AOBC and Ruger right after election. I am in buy and pray mode with shipping and junior gold miners from a few months ago.

Kroger seems to be a good value play. I think the drop in ATT and Verizon puts them into fair value range.

[gework]

(06-22-2017 03:54 PM)Topsdown Wrote:  

junior gold miners from a few months ago.

What miners have you bought?

[TheFinalEpic]

(06-21-2017 02:10 PM)DJ-Matt Wrote:  

I would buy RAD right now, it's at rock bottom.

You guys and your meme stocks.

[tarquin]

(04-26-2017 09:03 PM)tarquin Wrote:  

(04-05-2017 07:51 PM)tarquin Wrote:  

Any fans of AKBA?

Up 33% today. Hopefully there are some more opportunities to buy before this heads north.

I think this one is gonna have some legs to go the distance. It was at 9 when I mentioned it and it's now hovering at 16. Every indication points to positive Phase 3 trials. I think this is a good one to accumulate until Phase 3 results are out. The estimated completion date of the trials are in the second half of 2019. DYODD

[ProGambler]

Ladbrokes will make you at least 8% dividends at this price for me and the upside is huge. Please email the CEO to demand he invests in a website up to the standard of Bet365's.

[gework]

(06-23-2017 07:44 PM)ProGambler Wrote:  

Ladbrokes will make you at least 8% dividends at this price for me and the upside is huge. Please email the CEO to demand he invests in a website up to the standard of Bet365's.

I hope so, and yes, the site is a bit of a bloat-fest.

Though I'm not that keen on stocks so will continue to pump my money into crypto. I make more money loaning dollars out on BitFinex / month than I will make on dividends / year; and often more holding my basket of shitcoins for one day. Though right now I am starting to think, "Why the hell did I buy into this shit for? I need to get out!"

[BB1]

(06-20-2017 07:00 PM)BB1 Wrote:  

I think Chicago Bridge & Iron Company (CBI) is a good opportunity.

CBI was up 39% today. I hope some of you had followed me into this one.

[fortysix]

(06-23-2017 10:36 AM)gework Wrote:  

(06-22-2017 03:54 PM)Topsdown Wrote:  

junior gold miners from a few months ago.

What miners have you bought?

I'm currently invested in the mining & resources companies listed below. I've been buying for about a year now - at the time that I bought each one, it was a bargain in one way or another. Now, theoretically, they should really be bargains:

1. Blackbird Energy - Natural gas exploration company - Was up almost 50%, now just slightly above cost basis after some faulty wells;

2. Asanko Gold Corp - Down 50% from where I bought it - share price fell based on a short report put out by Muddy Waters - based on some good analysis I read, that short report was bunkers, so the company may be a bargain!;

3. Trek Mining - Down 41% from where I bought it - share price has been falling for no reason - based on research reports I read, it may be a total bargain right now;

4. Aurvista Gold Corp - Down 12% since where I bought it - typical mining volatility...;

5. Nevsun Resources - Down 7% from purchase price... - typical mining volatility...;

6. Uranium Energy Corp - Up 10% from purchase price - Just got added to Russel 3,000 (I believe) index [this is a bet on long term uranium price];

7. Skyharbour Resources - Uranium exploration - this stock is all over the place, but mostly down since I bought it [this is a bet on long term uranium price];

8. Fission Uranium - arguably one of the best uranium deposits in the world - down, along with uranium spot prices [this is a bet on long term uranium price].

All in all, my resources stocks are not doing too well, but I have confidence in their long-term potential. There was recently a stock that I came across (which I did not buy because I was worried Trump would lose the election and the price would get crushed [the company has a lot hanging on an EPA decision)]) was NAK - went from $0.32 up to $3.36 after Trump won! This should have been my stock that cancelled out all of my losses listed above - but, alas...this is all gambling anyway.

[Topsdown]

I bought mux and tnk as far connection to natural. I can't remember other one..try not to look too often due to up and down nature of stock. I had bought sand and pick (stock symbols) but managed to make money. Kicking myself on pick since I sold too soon. Hope first two come back. I want to get nevsun and some other ones mentioned in stock gumshoe website.

[ProGambler]

FTSE buys today:

Greene King PLC 646p (seems cheap after market goes stop hunting at the low)
Merlin Entertainments 477p (decent dividend and growth prospects seem decent, own several parks and all marketing rights of Lego)

[DJ-Matt]

Well fuck, Walgreens called off the merger! Now I'll have to sit on this RAD stock and hope for the best, it lost over $1 in value yesterday. Oddly enough Walgreens bought a bunch of RAD stock after they killed off the deal, seems illegal.

[BB1]

I believe The Trade Desk (TTD) has great potential in the $650 billion dollars global advertising industry.

They IPO'ed last September and shares are currently at $51

More info here :

http://www.campaignasia.com/article/trad...ion/438090

[Mr. Accuride]

(06-30-2017 08:36 AM)DJ-Matt Wrote:  

Well fuck, Walgreens called off the merger! Now I'll have to sit on this RAD stock and hope for the best, it lost over $1 in value yesterday. Oddly enough Walgreens bought a bunch of RAD stock after they killed off the deal, seems illegal.

Yep, looks like Olhausen was against the deal. Unfortunate, but that was one of the risks of this gamble.

That being said, I think the reaction was well overblown. RAD got 5.5 billion in cash and got to retain a good portion of their best performing stores. Overall, it should eventually revert back to its pre-merger price, but it may take awhile.

[Seth_Rose]

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