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Brian Schieble's  Instablog

Brian Schieble
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Retail investor of eight years, fundamentally oriented, long mostly. Probably characterize my own investing style as aggressive value investing, concentration in a small number of stocks is not an issue in my thinking.
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  • Even More Picks 2015

    All prices are closing price as of April 8th, 2015

    McClatchey Company (NYSE:MNI) - $1.87

    Acacia Research Corporation (NASDAQ:ACTG) - $10.64

    Erickson Incorporated (NASDAQ:EAC) - $3.82

    Gol Linhas Aereas Inteligentes (NYSE:GOL) - $2.68

    Cellcom Israel (NYSE:CEL) - $5.00

    Tags: MNI, ACTG, EAC, GOL, CEL
    Apr 09 7:53 AM | Link | Comment!
  • More Picks 2015

    Prices are closing price April 7th, 2015

    TIM Participacoes S.A. (NYSE:TSU) - $16.38

    iPath DJ-UBS Coffee SubTR ETN (NYSEARCA:JO) - $25.00

    Braskem (NYSE:BAK) - $7.78

    Koppers Holdings (NYSE:KOP) - $20.20

    CareDx (NASDAQ:CDNA) - $5.59

    Tags: TSU, BAK, KOP, JO, CDNA
    Apr 08 9:43 AM | Link | Comment!
  • More Picks: 2015 Edition

    A few more picks that I believe are fundamentally undervalued, but I'd like to build some caveats in here. Century Aluminum I'm confident should dip into the $12 range at some point calendar 2015. In fact given the reality of the current market I'd expect all of these to dip further, but from a relative perspective I'd say they are cheap.

    A dropping market, even in a short time frame, should (will) lead to elevated bond prices, so TBF also should fall substantially. When it does TBF will be a good play, since the federal reserve raising the discount rate sometime in the next 12 months may not be a guarantee, but it's a substantially high probability. Any debate is probably more suited for the degree of the discount rate rise and not IF they will raise it.

    Century Aluminum CENX - $14.12

    Ryerson Holding Corporation RYI - $6.08

    ProShares Short 20+ Year Treasury TBF - $23.65

    Caesars Acquisition Company CACQ - $6.83

    ProShares Short 20+ Year Treasury TBF - $23.65

    Apr 02 7:48 AM | Link | Comment!
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