You may have told me but I have no clue about AXIS. What is that?
Just a couple of comments in regard to companies to watch... * GOOG just got scalped on bad earnings and if we could get a little market pullback then I'm piling on to that one in a heartbeat. You have seen my comments on its fundamentals.
* Also, I have a considerable position in EPM and it has just been showing a double scoop of love over the past couple of months. Their production figures are strong and I suspect that we shall see another surge whenever they announce the outcome of their experimental/proof well operations. This is a tiny tiny thinly traded company but I started listening to their earning announcements and following their numbers when Jeff laid this one on the table. It has turned into a sort of a hobby tracking it. I also bought a good position of their A shares and they have been paying a 8.5% dividend over the past year...and that is probably the best no brain trade I've done in awhile. Sooner or later somebody is going to buy out the company and I plan to be sitting in the road when they drive by.
* In regard to nat gas...I've been in and out of it a dozen times over the past 2 years but I really like the fundamentals, management, and reserve position of SWN. It does not pay a dividend but this is a company that is most certainly strategically positioned in the nat gas business and it is run about as good as any company can be.
I should have said AXIS.ST. It trades on the OMX in Sweden. They are the #1 network video surveillance provider in the world. My buddy is in that line of business and he is the one that gave me the tip on them. It's an unbelievably well run company with great earnings growth and they pay a regular and special dividend every year (minus 15% foreign tax). The stock had a really good day today for some reason. It's a little more expensive to buy foreign stocks (Fidelity charges the regular $7.95 plus an additional $50), but I own it in my retirement account, so that extra commission isn't a big deal if you're thinking long term. AXIS.ST is part of my investing strategy, which is food, energy and security. I'll have at least 2 of the 3 in my portfolio at all times.