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FRPT Forum Topics
- All Comments on FRPT
- General Discussion on FRPT
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Force Protection, Inc. Q1 2008 Update Call Transcript [view article]
- Aerospace/Defense: Some Opportunities Available [view article]
- Best, Worst Performers Since the 10/9 Top [view article]
- Force Protection's Odds in the JLTV Race [view article]
- Top 10 Stocks Trading Below Net Current Asset Value [view article]
- The Fuel to Propel Force Protection Higher [view article]
- Force Protection: Classic Example of Defense Boom/Bust [view article]
- What's Behind Force Protection's Significant Share Price Drop? [view article]
- Jim Cramer's Mad Money Lightning Round, 12/19/07: Forbidden Citi [view article]
- Force Protection Hits A Land Mine [view article]
Recent FRPT Articles
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
- Aerospace/Defense: Some Opportunities Available
- Force Protection's Odds in the JLTV Race
- Spartan Is a Play on MRAPs
- The Fuel to Propel Force Protection Higher
- Top 10 Stocks Trading Below Net Current Asset Value
- Force Protection: Classic Example of Defense Boom/Bust
- What's Behind Force Protection's Significant Share Price Drop?
- Best, Worst Performers Since the 10/9 Top
- Force Protection Hits A Land Mine
- Full List of Articles »
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Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hey guy........where is WaMu ? Every portfolio needs a solidfinancial.
Mr. Nygren Reply
Jacome
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply2020
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
This looks like a dartboard. Pick 3 sector ETFs, 3 little followed stocksand sleep better at night. Reply
res
Force Protection, Inc. Q1 2008 Update Call Transcript [view article]
I think the stock is cheap at 3 bucks...but if the war ends will this tank? ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
YOU HAVE TO MANY STOCKS TO FOLLOW.ALL YOU NEED IS SOMETHING LIKE THESE.
CHK / CSCO / EMC / FCX / GE / HAL / IPI / MON / MRVL / MSFT / RIMM / T / TEVA / V / WB / YUM.
JUST 16 STOCKS TO FOLLOW.
THEN YOU CAN DO YOUR HOMEWORK ON EACH . Reply
de
General Discussion on FRPT
Now that we know about FRPT being naked shorted, we can assume that Chris Cox will dig up his old rule (never really enforced) to end naked shorting of Financial stocks, as he threatened.But....will he extend this protection for Force Protection and other stocks involved in keeping Americans safe, in battle or on the home front?
'Naw' you say? 'Only the financial institutions deserve to be
protected from this illegality. Let the others fend for themselves against thieves who steal their stock, sell it short and never return it. Sometimes, shorting waaay over the float, even.
Unless and until equal justice for all investors and all public companies is enjoyed, investing in any stock today can become a nightmare tomorrow. The manipulators and speculators are fully in charge...the foxes are now running the hen houses and greedily eating their prey!
We must all demand that the SEC follow its own rules and that no one, no matter how deep their pockets at re-election time, continues to break the rules and ruin lives along the way.
Stocks are people too...and people are investors.
It's time we, all, demand that this naked shorting end...and as the companies and consumers united to get the Senate and House to come up with bills to end the rampant oil speculation, so must we force their hand.
Senator Bennett is the only one who has really seemed to care about this serious and timely issue. he should be called and thanked for his courage in confronting Chris Cox in the Banking hearings ~ insisting that this cancerous naked shorting that has killed off so many companies with once great potential, end.~ absolutely and totally.
Otherwise, if it continues, it will destroy the otcbb, the small cap nasdaq places where the least cared about, the most abused, unfortunately, now, trade.
It's time to end this insanity!
poet
Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.zero value added. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hi David,i have no idea how you pick stocks, what is your method? However, i see you have 3 companies in your list that i am long on, FTEK, FSR and FAST. I would like for you to check out ISLN, EXBD and MKL Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.On Jul 07 10:04 AM David White wrote:
> NM is a good bet. It has excellent value. It has an extremely low
> PE and FPE. It also has an excellent Price to Book value ratio. Further
> it has both a new fleet in South America (for the river traffic mostly)
> which is supposed to begin adding 35% to EBITDA beginning in the
> 4th quarter of this year. It got pushed further downward in the recent
> market move in that direction, so it is an excellent buy now. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
No value to me, completely useless in it's present form. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
very silly article-no value unless some has a week of time to review. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH? Reply