TraderMark

83 Stocks That Doubled Your Money in the First Half of 2009

DNDN is there, 2 slots under Whole Foods


On Jul 03 12:23 PM User 440305 wrote:

> you forgot to mention dendreon

83 Stocks That Doubled Your Money in the First Half of 2009

Anything under $10 would signify the stock was under $5 as of Dec 31st, 2008. I find most stocks below $5 to be more for pure speculation rather than investing. Hence I put that cut off.


On Jul 02 02:04 PM zagrebzagreb wrote:

> I love these lists... so interesting and enlightening.
>
> The $10 min threshold for share price, however, removes most of my
> favorites!
>

83 Stocks That Doubled Your Money in the First Half of 2009

GMGMQ is like going to a slot machine

I expect the current common to be wiped out like in just about all bankruptcies and then new common to be issued once emerged from bankruptcy

those type of stocks can jump 30% or drop 30% in 1 day if daytraders pile in but its not investing.

Dont confuse GM coming out of bankruptcy with that stock doing well - it wont be the same stock that is issued post bankruptcy.


On Jul 02 11:42 AM Ackojay wrote:

> do you think GMGMQ will ever be up again? i own 50000 shares

83 Stocks That Doubled Your Money in the First Half of 2009

John I wish I owned 24
the ones I highlighted were owned current or past, or discussed in blog :)


On Jul 02 08:12 AM $ John Galt wrote:

> Fake green shoots or not, that's a pretty impressive list. For you
> to own 24 of the 83 names I tip my hat to you.

How I'm Playing the Chinese Rate Cut Rally

Aalan,

If it makes you feel better my TSL losses are my worst in about a decade of investing :)
And I mean that in my personal account

I've had to do a ton of work to even begin to offset that dog.

I sold over $14 on the Obama election rally - pathetically it dropped 50% more from there... but as long as we have capital we can make up losses. I just was flabbergasted to see those ever go down so much

As for APWR its unfortunately been turned into a solar stock - if you watch the trading when solar stocks do well, so does APWR. Its nonsensical for a company that has yet to book 1 dollar of revenue from their wind business to be trading as an alternative energy stock but that is all US investors see it is; I guess the whole DG business (which is 100% of its business through this last Q) is a moot point.

When the market gets animal spirits going for a few weeks in a row, APWR can rally more broadly - until then it is like everything else - a trading vehicle. Valuation means zilch in this market. Evan a miserly 10 PE ratio would generate a year end target in low teens. Quite sad really.

Percentage of Stocks Below 200 Day Moving Average Now at Historical Oversold Levels

I still like DO, RIG, and ATW. Only issue is everytime the market panics it dumps these thinking crude is going back to $50. But I like the deep sea names and find them to be a good valuation. The market treats them with a cyclical multiple instead of a more secular one. If that ever changes they'd truly move.

12 Stocks to Buy on a Pullback

And the title of the post is? :)

13 Predictions for 2008

Remember, its called Outlier Predictions. As of today I'd like to rescind Hillary, Obama is gonna win in a rout after winning NH and then SC. As for the GOP who is doing well? The 1 guy who is actually talking about economics.

But if there is a major terrorist attack on US soil in summer, people will flee to experience. And "hope" of Obama will be an afterthought. Both parties are ineffective, the things you listed could apply to both parties - they are too busy fighting to do anything for the American people. That is why the two people who actually seem willing to work across the aisle are attracting attention.

13 Predictions for 2008

optionbob, I posted my predictions on the blog Dec 31st
Seeking Alpha usually has some delay before they bring things over from the blog to SA.

www.fundmymutualfund.c...

In retrospect we had a lot of almost identical predictions which is interesting :)

13 Predictions for 2008

TD, Bush is working on that - perhaps his last shock and awe action as exits stage right? After all Iran has WMDs! ;) We already have 2 wars going on, can we do a trifecta?

13 Predictions for 2008

If Washington remains gridlocked and unable to do anything, I think within 3-4 election cycles an independent might emerge. But the system is so stacked against a 3rd party candidate it will take a serious economic upheaval in this country. My personal anecdotal review is the 10% extreme right and 10% extreme left have the most passion and thus control the system. They are happy to fight with each other and instead of getting anything done - they are happy to just fight. THe other 80% of us are in the middle and sick of it all. Hence a "centrist" candidate would be the independent. Unfortunately being centrist doesn't incinte the same passion as being extreme liberal or conservative but if the country continues down the path the next 10 years and living standards continue to slowly erode under global wage equalization, and inflation this too shall pass. We have a lot of major issues that never get taken care of because people are too busy fighting. It is 3rd grade human behavior and quite frankly I think most Americans are just sick of it and have checked out of the system. Hence the rise of Ron Paul. People are stick of picking the lesser of 2 evils. Again, might take some iterations, and another decade or so, but if things don't change it seems more possible by the year despite all the roadblocks put up by the 2 entrenches powers.

12 Stocks to Buy on a Pullback

ISRG = good stock, valuation that makes me dizzy

12 Stocks to Buy on a Pullback

As for coal, I think its turning from a North American commodity to global commodity. Coal and natural gas had not followed crude because they are traditionally more local commodities - so ebb and flow with US economy. Now as China sucks in more of the world's coal (and that will hold true if China GDP is 2% or 12%), with the high cost of shipping, and low dollar, the Europeans are really liking our coal off the east coast. Thats my thesis and until the price action dictates differently I am sticking with it. :)

12 Stocks to Buy on a Pullback

John, I write about the latter point of your comment almost daily :)
There is a huge bias to big boys and I love things like huge amount of calls being bought right before a stock gets bought out and the SEC never looks at this. SeekingAlpha has some of my comments on these shenanighans. The "invisible hand" is hard at work propping up the market - apparently they only care about equity markets because bond markets are signaling a lot of bad things that you'd never see if you looked at an equity market that as of early last week was 4% away from all time highs. Anyhow, I do write about these topics quite often.

Good call oN TSO - I like FTO more as a refiner, but TSO was more of a Kerkorian play that did not work out. No one is perfect, nor close to it - the key is to let your winners run, and cut your mistakes quickly. I am out of TSO as of yesterday in fact when it spiked to near $50 (sold the other half $55 the day before Kerkorian pulled the plug on the 20% tender). My whole thesis there was oil prices would fall (which they did) from $100 and refiners would benefit from crack spreads widening... so the latter part of the thesis did not work out. It happens. :)

12 Stocks to Buy on a Pullback

Lisa, here is a post I did about MA

www.fundmymutualfund.c...

They essentially are a play on the move away from a cash society to a plastic society, with huge growth avenues overseas. The banks they represent actually carry the credit risk, not MA itself.