No, but earnings report is Monday. My cynical self says this is a buy the rumor, sell the news stock. I'll hold through earnings, but my guess is the news will be good and there will be profit taking afterwards.
See? Where was it when GS said sell? $47.50? They took it down $3+ and now it's $50.....and probably going higher.
I work in healthcare. For many, many years HAE has always been highly regarded. They make the stuff that we use. They're the best. They're also expensive, but hospitals havn't cared. Therefore they're not a fast grower. They don't have pricing power. The demographics, however, favor them. There are going to be MORE patients to treat in the coming years as our population continues to age and more people, supposedly because of the ACA access the system. My experience is buy them when the stock gets whacked...like it just did. It won't go much lower and if it does just keep buying. It's upper end is mid $40's...maybe $50 (though I probably won't hang around for that). I see 25% gain within a year. This stock will be back in the low $40s easy. This is like picking low hanging fruit to me. This is my 3rd time in the past 6-7 yrs. I've been in HAE.
This story this morning about the BanaMex loan fraud to a company that supplies oil services to Pemex might actually be good for ICA. I know ICA does refinery stuff, but I'm not sure about actual oil wells and servicing them. Anyone know? I wouldn't be surprised if it might not be negative today...you know...anything Mexican could be bad. But really, a well financed, above board, infrastructure company like ICA should benefit when others faulter in Mexico.
I totally agree, red. You must be really smart. I know you are. You and me, pal. I think ICA is as undervalued a stock as I follow.
I've owned HAE in the past and just bought it again today. It's trading at a 2 yr. low. Great company. Great products...industry leading. Healthcare sector is terrific. Why isn't anyone interested in this stock? Anybody?
nah. It will get back to $8 in a few days. I thought this stock might surprise and attack $9 after earnings. That's not going to happen.
Stock is probably a source of funds for the near term. Have to wait for the next earnings now to get a bump.
Totally agree, bobby. Motley Fool is worse than SA since they are really into "selling" you a service. SA is just an aggregator that throws everything at the wall to see what sticks. I find them both to be better as contrary indicators.
As for NLY, again, in total agreement. I don't own any bonds other than a small muni bond fund. It's not important from month to month what the actual price of NLY is. It's the yield. I've DRIPped the dividend for several years now and even with the price where it is my yield is still over 10%. I wouldn't touch junk bonds these days, but NLY's yield is far superior to anything you would get in any high yield fund. There are some CEFs and Convertible Preferred funds that pay near 10% as well.
NLY is the best house in a lousy neighborhood. A well managed company that knows what it's doing. I too think that if it gets back to $13 this year that would be generous. I can live with NLY in the $11-12 range for some time. If it pierces $10....gobble up more....but the chances of that happening are slight.
Deep, deep value play. Terribly out of favor sector, i.e. Emerging markets. Yes, it will go up but not soon. I wouldn't add, bug I wouldn't sell. When you have some big profits elsewhere to harvest this is a good one to reallocate to. ICA is a hold and long term buy.
This is classic Cramer. He can't get on the DDD bandwagon because he was leery of it when it was in the $40's. So he picks a competitor to look like he's in the space. DDD will make new highs this year.
The stores became much nicer under Johnson. The merchandise was also much better and the prices were lower too. The problem was A.) the customer base didn't change. The old JCP customer wanted couponing and deals that only they thought they were getting, and B.) they couldn't see the stuff at a profitable price.
The old customer didn't buy into the good stuff at one low price in a nice environment. Johnson couldn't pry the Macy's customer away with prices and he couldn't pry the Wal-Mart customer away with a better product/environment.
That was the plan. Get a different customer. Didn't happen.
He was their only hope. JCP had to change or they would die. Now they're just trying to rekindle the old, tired JCP and it's not working. Yep, Johnson's plan wasn't working....yet. But IMHO, it would have done better than this.
I bought into SMA last year in low $8's. I sold out this morning after yesterdays earnings. Made about 20%. Good balance sheet and safe sector, but really, little growth and "in line" reports don't inspire me. No surprises here and I'm not expecting any. It's a safe if somewhat boring investment. I'm off to look for more growth and excitement. GLTA.
Never, ever, ever.....EVER...sell naked call options. You will lose your shirt. I gotta believe you're lying, because it's really, really, really stupid to do what you said you just did. With PCLN the gig is to sell OOM put options.