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Stocks, Stocks, Stocks!!!!
Dear Group:
This market has been extremely difficult to predict; it has gone up very much and it is going towards my most successful potential market. I don't like how it has reached the very edge of my predicted start time of depreciating. My predicted start time was three months before or after December 31, 2006. It hasn't occurred yet and it would have been easier to have picks (of safety) if this had occured. The last thing I want to do is recommend a stock that will fall from its 52-week high (or when the market is at its highs).
That said, here's a list of stocks that I now love:
PNRA - momentum play
MCD - value play
PG
PALM
COST
CWTR (due to price)
WM
GSK
JNJ
NOC
CAT
T
TM
TGT
HMC
CBH
JBLU
RDS/B or RDS/A
SPLS
CVS
UTX
BBY
MRK
CTRP
Stocks that aren't priced well (or no opinion):
TEVA
JCP
ABT
BMY
PNRA - this is rare that I recommend a stock that is also in this category
GS
SHLD
AAPL
DE
WAG
RAD
GET
COP - thanks to Cramer (rats!!!!) - guess the idea is to buy before Cramer recommends the stock and to sell <12 days after the recommendation
GME (I own this stock personally, purchased at $53 per share, plan to sell at $60 per share if it ever gets there).
Stocks I hate (recommend that you sell this stock):
WEN
BKC
CHH
SBUX
YUM
BAC
WFC
NEW - since it has a high-risk sub-prime lending component
GD
PFE
WMT (for an investment < 1 year, like it >1 year but not > 5-30 years)
UAUA
UAL
XOM
Index Funds that I like:
Dedicated Short Bias List
SH
SDS
SKF
SRS
Non-Short Indexes/Mutual Funds
Short ADRU - Europe
Short EKH - Europe
Short DIA - Dow Jones Industrial Average
Short SPY - S&P 500 index
Long DGT - Global Fund
Long EWH - Hong Kong
Long EWT - Taiwan
Long IOO - International
Long IXJ - Health Care
Long VHT - Health Care
Long IBB - Health Care (think this will be the next bull market)
Long EWJ - Japan
Long VAW - Materials
Long IEO - Energy
Long DKA - Energy
Long VPL - Pacific Region
Long EXI - Global Industrials
Long IYC - Consumer Services
Long MXI - Global Materials Index
Long ITA - Defense Stocks
Long PPA - Defense Stocks
Long PEJ - Leisure & Entertainment
Long VDC - Consumer Staples
Long VIS - Good established Companies/Industrials
I like VGTSX, VGSTX, FIREX (international real estate), FIVLX and FGBLX.
If the domestic market calms down, I would buy VTMSX, VALIX, FDVLX, and VTI.
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