This is a forum to exchange stock ideas based on solid reasoning, such as earnings forecasts, industry evolutions, macro changes, etc. The typical disclaimer applies, I and all bloggers take no responsibility for potential losses that could occur due to the fluctuating nature of the financial markets. We only express our opinions and none of the stocks recommended, and I repeat, none of the stocks recommended, shall be taken at face value. Follow our opinions only at your own risk.
Tuesday, January 05, 2010
Dirt Cheap Stocks: Chapter 7
I have to admit I am not an avid blogger. But I hope that my every so often ideas helps somebody! I know it seems odd to call any stock dirt cheap nowadays, given all the moves they have had in past several months. But I think select solar names look really good: First Solar (FSLR), SunPower (SPWRA), & Suntech (STP). Renewable (Norway:REC; PinkSheet: RNWEY) and Q-cell (Germany:QCE; PinkSheet: QCLSF). I also like CME and ICE. Both strong positions in energy & commodity dealership. Given the push for new ways of risk management, and Moody's and S&P falling out of favor (perhaps even subject to litigation), I like new names like RiskMetrics (RMG). Blackrock (BLK) is a great company too but it's just too rich for my blood. In long run, MasterCard (MA) and Visa (V) are great bets but they have had great runs. So maybe a loading up on a re-treat would be justified. Till later dudes and dudetts,
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