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John McCoy

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  • John McCoy
    Five of my larger positions, $F, $BAC, $BRK-B, $JPM and $NSC all hitting new highs today. Weird market, but the trend continues to be up.
    Wed, 8:42 PM
    Reply (2)
    • vireoman: Also in F & BAC, and other highs w NRG FIATY WLP MNKD etc. As I don't intend to sell any of them, I'll still own when they're well below
      Wed, 10:58 PM
    • american nomad: F bottoming in EUR + new product intro's = exciting month's ahead...
      Thu, 12:11 PM
      • John McCoy
        Started new position in $NSC. US energy boom in oil and nat gas & coal recovery mean RRs are going up long term. Go long On RR stocks.
        Tue, 8:21 PM
        Reply
          • John McCoy
            Started new position is $F. Ford doing well in US, growing in Asia, & reducing debt make it a great European recovery stock. Go long $F.
            Tue, 8:19 PM
            Reply (2)
            • oldorv: me too
              Wed, 9:01 AM
            • A Newell: $F go baby go...I think she will move above $15 soon.
              Wed, 11:29 AM
              • John McCoy
                Added to $ACAS as well today. Buybacks continue to add shareholder value, especially with the dip over the last week.
                Tue, 8:17 PM
                Reply (2)
                • Ocean Man: Yes, those dips are doubly good.
                  Tue, 11:09 PM
                • A Newell: Yes I have limited out in $ACAS but I love my 1500 shares.
                  Wed, 11:31 AM
                  • John McCoy
                    Added to $BAC position today. #BAC will be $30 stock in 3-4 years, will pay respectable dividends as well. Nows the time to go long $BAC.
                    Tue, 8:16 PM
                    Reply (3)
                  • View all 3 replies
                    • John McCoy: I know, but my cost basis was low enough that adding a few more $BAC shares at this level did not increase my average cost signficantly.
                      Wed, 6:50 AM
                    • John McCoy: I don't mind averaging up a bit if I think the potential is there, and it's there with $BAC.
                      Wed, 8:38 PM
                      • John McCoy
                        $NAVB moving higher approaching PDUFA date, targeting $4.50 by 4-30-13.
                        Mar 8, 6:42 PM
                        Reply
                          • John McCoy
                            $ACAS posted great Q4 numbers, shares fell, but came back this afternoon. This morning was a buying opp for this game changer stock.
                            Feb 11, 5:16 PM
                            Reply (2)
                            • Ocean Man: ^Best post of the day.
                              Feb 12, 1:44 PM
                            • adawg304: Dang -- I'm too late!
                              Feb 12, 1:56 PM
                              • John McCoy
                                Looks like a short attack on $DCIX last few days. Could be a good time to get in on any further pullback. 19.5% yield, WOW. Liking $NM too.
                                Feb 7, 8:09 AM
                                Reply
                                  • John McCoy
                                    $NAVB up 10% this week, closing today at $3.29. Looks to be starting it's run up to PDUFA date.
                                    Jan 31, 6:53 PM
                                    Reply
                                      • John McCoy
                                        $NAVB looking good for run into PDUFA, will be buying more on any dip under $3.
                                        Jan 17, 7:31 PM
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                                          • John McCoy
                                            Bought some $AGNC yesterday, got in at $29.95, happy with any $AGNC under $30. I expect the dividend to hold through this year.
                                            Jan 3, 6:18 PM
                                            Reply
                                              • John McCoy
                                                Added some $FCX this week, looking to add more under $34. Headed to Florida for a week, Merry Christmas and Happy Holidays everyone!
                                                12/21/12
                                                Reply (3)
                                              • View all 3 replies
                                                • John McCoy: Thanks Sumter, but I'm enjoying wearing a t shirt and shorts here in Tampa. 32 degrees back home in RI - brrrrrrrr.
                                                  12/27/12
                                                • FortSumter: This weather is our gift for making it thru the summer. Enjoy. BTW, today is your chance for more FCX.
                                                  12/28/12
                                                  • John McCoy
                                                    $ARR annouces Q1 2013 dividends of .08 cents per month. The cut from .09 was expected and, IMO, priced in. I will be adding under $7.00.
                                                    12/17/12
                                                    Reply (3)
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                                                    • John McCoy: Agreed Joe, I wish $AGNC would pull back like this too, been waiting a long time for the right price to get back in. Also long $MTGE.
                                                      12/19/12
                                                    • John McCoy: Looks like I spoke a little too soon. $AGNC closed at $28.90 today, which is just too tempting. I'll be buying some on Wed.
                                                      12/31/12
                                                      • John McCoy
                                                        $ARR down 7% this week, yielding 16.3% at current price, trading at 15% discount to book. Time to start adding.
                                                        12/15/12
                                                        Reply (1)
                                                        • SaltyDog62: Or time to stay away. I had ARR and sold out at 7.05, with a gain and 1 years of dividends. I am still on the ledge about this one.
                                                          12/16/12
                                                          • John McCoy
                                                            $MTGE and $AGNC both maintained their dividends at .90 cents and $1.25 respectivley. Both are best in class MREITS, I am long $MTGE.
                                                            12/14/12
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                                                              • John McCoy
                                                                Adding to my $NAVB under $3, anticipating FDA Lymphoseek approval prior to April 30 PDUFA date. $5.00 price target on approval.
                                                                12/13/12
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                                                                  • John McCoy
                                                                    Looking hard at smallcap $FF, 12.7 P/E, strong balance sheet, 3.7% yield, $16.00 target price. Looks like a nice value pick.
                                                                    12/13/12
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                                                                      • John McCoy
                                                                        I'm loving the new $BRK-B buyback, stock is moving up, sitting long with a $115 target price. Thank you, Mr Buffett.
                                                                        12/13/12
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                                                                          • John McCoy
                                                                            Weekly dividend pick is $DCIX, yielding 21+%, trading at $5.64, with $7.50 target price.
                                                                            12/13/12
                                                                            Reply (4)
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                                                                            • Joseph P. Porter: Their Quick Ratio is 10.+, which indicates a lot of liquid assets, which covers for the short EPS (which would normally turn me off).
                                                                              12/14/12
                                                                            • John McCoy: Agreed Joseph, this is a nice looking small cap. I am not long yet, but am looking to start a position on any further pullback. Thanks!
                                                                              12/14/12
                                                                              • John McCoy
                                                                                $FCX institutional investors are not happy with their diversifcation in O & G space, ignoring long term value. I added, and will stay long.
                                                                                12/13/12
                                                                                Reply (2)
                                                                                • Energysystems: I had a small position before the announcement, have bought 2 more times since. I like the move, but expect more headwinds in share price.
                                                                                  12/14/12
                                                                                • John McCoy: Wise move - I also will contiue to add on weakness. This is a great long term value, and with a 3.8% dividend, I don't mind waiting.
                                                                                  12/14/12