Friday, December 19, 2008

Dirt Cheap Stock Picking: Chapter 6

I know anyone who dares to express any opinion about stocks nowadays is nutts (like me)! But for all the other nutt-cases, here we go again: I know this seems weird, but I cannot ignore these stocks anymore Visa(V), Mastercard (MA), Goldman-Sachs (GS), Banco Itau (ITU), CME Group (CME), Intercontinental (ICE), Cemex (CX), Arcelor-Mittal (MT), General Dynamics (DG), Northrop-Grumman (NOC), Lockheed Martin (LMT). All of whom have almost monopoly power over their markets, they are large (and not because they blow up with phony derivatives but they earn their way to the top) and more importantly their business model is not easy to replicate. I do like Google (GOOG) and Apple (AAPL) but I think they still have room left in the downside. I also like some of the risky names which I think their upside potential now huge: BC, PSUN, LCAV, BX, NTRI, and maybe even some of the homebuilders (PHM, LEN, DHI, CTX).


  1. Jeremey Wilson9:33 AM

    does this mean you found some stocks worth investing in?

  2. update: since the list was recommended, the SPY (S&P500 ETF) is up 28%, whereas the safer bets are up 63%, the riskier ones are up 79% and all bets are up 69%. If you would have waited till absolute bottom in feb 2009, then SPY would have generated 69%, the safe bets 120%, the riskier ones 209% and all bets would have been up 152%.

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