OT: Favorite Wall Street Investments Currently

Submitted by Champeen on

Alwyas looking for great investments to research.  No shame in sharing information in helping everyone make money.  Post your favorite stock investment(s) and why.  

MU (Micron)

Pros: Incredibly Undervalued based on PE.  EPS/Revenues growing at incredible rate for a company under 10 PE.  Demand for NAND and DRAM chips are robust and continue to grow.  With IOT as the next revolution, growth very well will accelerate propeling MU to new levels.

Cons:  In past, DRAM demand/supply has been cyclical.  MU would reap rewards one year, lose money the next.  Handful of analysts still beleive their chipsets will remain cyclical going forward.

DQ (Daqo New Energy)

Pros: Again, like MU, currently incredibly undervalued. EPS/Revenue growth exponential with PE under 10.  Pure Polysilicon supplier currently at 18,000 MT with aggressive Expansion plans to 30,000 MT end of 2018, 65,000 MT end of 2019, 100,000 MT end of 2020. China Trade war helping DQ as Hemlock Semiconductor cannot afford to shp Poly to China because of Tarifs.  China largest consumer of Poly (Polysilicon is the raw material of wafers/cells/modules).  DQ is the lowest cost producer of Polysilicon.

Cons: Do you trust a chinese company and their numbers?  What happens when Chinese trade war has ended?  What if Thin Film modules somehow take over in efficiency against PV modules?  Are expansion plans to aggressive?

Do your own research as always.  List yours, i always love recommendations.

PopeLando

May 23rd, 2018 at 1:51 PM ^

"Alternatives" usually refer to higher-risk stuff, such as land (which is difficult to value consistently), apartment construction projects, or infrastructure investments. Someone with more expertise can expand on this. One thing that I know from my own experience is that alternatives are usually found in institutional investor portfolios. I would be VERY untrusting of anyone trying to sell alternatives to a non-millionaire individual. For stuff like apartment construction contracts and multi unit building contracts, these kinds of investments are usually made by people with a net worth of greater than $1 million or who satisfy other conditions to become Accredited Investors. Anyone who is offering guaranteed returns without telling you anything about risk...is full of it.

House Mother

May 23rd, 2018 at 8:30 PM ^

Only “dabble” on individual stocks with money you can afford to lose. Index funds are the way to go. Buy and hold. Lowest fees usually found at Vanguard. Low fees mean more money in your pocket. Never invest in anything that you don’t fully understand I.e. “alternative investments”. Anything that sounds to good to be true is too good to be true. Don’t trust hot tips and hot takes. Nobody, but nobody can predict the market.

BTB grad

May 23rd, 2018 at 2:18 PM ^

APC - Andarko Petroleum Corporation.

I put a bunch of money into it in December 2017 when it was at $50 a share and it's at $71 a share now. Made some big money on this bad boy and the outlook on oil prices coupled with Iran sanctions should only help the stock further. 

 

NFLX is another big winner that has done immensley well for me but it might too late to get into this stock with where it's at.

 

But like other posters have said, unless you're really willing to sit down and do the homework on the stocks and continue to study up on them once you get into a position, don't do it. You're much better off just investing in an index fund without losing money and lot less of a headache. 

corundum

May 23rd, 2018 at 2:39 PM ^

I don't work for them but I have done some competitor analysis. Anadarko has some of the best acreage in the eastern Delaware Basin and are currently preparing to significantly ramp up their activity. Endeavor Energy is another company in prime position that may go public in the near future.

Craptain Crunch

May 23rd, 2018 at 2:23 PM ^

Mannkind

MNKD

Inhaled Insulin for Type 1 and 2 Diabetics: AFREZZA

Very Fast Acting. Fastest prandial insulin on the market.

Company has issues with getting traction with prescriptions due to doctors who are scared of change and insurance companies slow to adopt.

Testimonies by those who use it show that it work quite well and has allowed many to live their life again by allowing them to eat what they want.

There are many T1s that have been able to ditch their insulin pump moving to long acting insulin supplemented by Afrezza for meal time or corrections.

Continous Glucose Monitors show just how well it works by controlling glucose levels.

Huge market potential if endocrinologists and insurance companies start to embrace it.

Huge Short position on the stock. Wall Street hates the stock.

Possible short squeeze scenario

Company is cash poor.

 

Always do your own research

 

 

BlueinLansing

May 23rd, 2018 at 2:23 PM ^

to have the chance to go back and invest in Home Depot and Walmart in 1990.  To go back and pick the bank winners when Glass-Steagle was repealed and short the hell out of them when it was time.

corundum

May 23rd, 2018 at 5:28 PM ^

Wrong, they were late to the Permian Basin and aren't nimble enough to compete with other operators in the unconventional space. There are way better O&G companies to invest in with just as good of a dividend as long as oil is under $90/bbl.

ListeningToAC

May 23rd, 2018 at 4:31 PM ^

I bought a small position in 2010, took my seed money when the stock price doubled in 2013 and held the rest.  Today it is up 525% from the time I bought it.  I'm still gambling that it will move 2x higher.  So it's my favorite until it isn't!  The run up and optimism is based on their drug for treating metastatic triple negative breast cancer for starters, then other solid cancer indications beyond that.  The company submitted their application to the FDA a couple of days ago for this new drug, so end of July should be interesting.

wolverinebutt

May 23rd, 2018 at 9:39 PM ^

I have most of my $ in a S&P tracking fund.  Some international, etc.  

I also have some stocks I pick.  Visa(V) and Master card(MA) are my super stars.  Kinder Morgan(KMI) is my stinker, but I'm still long.  I'm holding even with  a bank(SAN) stock hoping it will bounce, but nothing yet.      

m1817

May 24th, 2018 at 7:11 AM ^

Agree on KMI.  They raised their annual dividend from $0.50 to $0.80 this year and have committed to raising it $1.00 in 2019 and $1.25 in 2020.  Rich Kinder, the founder & executive chairman of KMI, owns 235 million shares of KMI so his personal interests and those of shareholders are 100% aligned.  It's reassuring when the chef eats his own cooking.  With the increase in shale production and the limited pipeline capacity, KMI has a bright future.  KMI is like Matty Moroun owning the Ambassador bridge. 

Also, like Schlumberger.  SLB is the Lexus of oilfield services.  As the price of energy rise, energy companies will increase their capex to maintain/increase capacity.  As the saying goes, don't invest in the gold miners, invest in the company that makes the picks and shovels.  SLB wins, not matter which energy company does well. 

Then there is Cisco (CSCO).  As long as the Internet continues to be built out and upgraded, CSCO will prosper.  There are upstarts that eat into CSCO's market share but there will still be the FUD (fear, uncertainty, and doubt) factor.  No IT manager wants the responsibility of risking an IT system going down to save a few bucks.  From a financial standpoint, CSCO is repatriating $67 billion that will be used for $25 billion in stock buybacks and dividend increases.

 

Champeen

May 25th, 2018 at 12:48 PM ^

Looked up KMI, and from limited research, i would not be in it.  It is not growing.  They  can barely cover that .20 dividend (only made over .20 twice in the last 8 quarters) and even with that .20 dividend, are only paying 5% which is most likely not going to be sustainable.  There are way better dividend stocks.

Just my .02 

MgoblueAF

May 23rd, 2018 at 11:34 PM ^

Then retire early and be happy forever. Save a screenshot of this post, and look back in 10-20 years how a single mgoblog post changed the rest of your life

youn2948

May 24th, 2018 at 8:37 AM ^

Heard it was a great long term investment back in 2000. Haven't checked since but I'm sure I'll be able to retire with it any day now. The CEO was really bullish.