Seeking Alpha

Bill Maurer's  Instablog

Bill Maurer
  • on Technology
  • on Long Ideas
  • on Consumer Goods
Send Message
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have... More
  • Winners Keep Winning 0 comments
    Dec 29, 2011 10:13 AM | about stocks: SAM, V, MCD, PM
    A couple of quick updates on some recent winners:

    Boston Beer (NYSE:SAM): The company known for its flagship Sam Adams beers has done incredibly well of late, hitting new 52-week highs this week. I recently covered this name as a winning investment for the long term, and it is up 7% since then. The stock is also up about 20% in the past few months. There has been some nice volume piling in lately, which I think bodes well going forward.

    Visa (NYSE:V): The credit card company is up over 10% in the past month, and I explain in my 2012 predictions why this name could rally another 25% in the coming year. Visa recently broke the $100 mark and went over $103 in that recent rally. Given the growth ahead, this name is a definite buy if it drops back below $100.

    Mcdonalds (NYSE:MCD): Shares of the fast food company recently broke $100, and remains close to 52-week highs. The name has a great balance of value (in its close to 3% dividend) and growth (almost 10% EPS growth in 2012 projected). Mcdonalds remains a favorite and a market leader.

    Philip Morris (NYSE:PM): Shares of the tobacco company are closing in again on all-time highs, and remain the best value in the industry. The company boasts a nearly 4% dividend, and has rebounded quite nicely from its October 4th low. It's at $79 now, and its low just a few months ago was $60.45. For a name that isn't supposed to move much, that's quite a nice rally for long investors.

    Themes: consumer goods, services, long ideas Stocks: SAM, V, MCD, PM
Back To Bill Maurer's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.