Well, it’s the beginning of a new year and time for introspection — so I thought I’d revisit some of the older ideas I’ve profiled for the Idea of the Month, and list all of the Ideas in my order of preference today.
So first, the list — if I were buying today from the list of my old Idea of the Month investments, this is the order I’d buy them in:
Akamai (recent pick — http://www.stockgumshoe.com/premium/irregulars/?p=159)
Pembina Pipeline and AltaGas (last month’s idea — http://www.stockgumshoe.com/premium/irregulars/?p=174)
Lonrho (recent — http://www.stockgumshoe.com/premium/irregulars/?p=163)
Markel (recent — http://www.stockgumshoe.com/premium/irregulars/?p=169)
New Flyer (recent — http://www.stockgumshoe.com/premium/irregulars/?p=153)
Swiss Helvetia Fund
Torm (recent — http://www.stockgumshoe.com/premium/irregulars/?p=149)
I wouldn’t personally buy General Steel Holdings, or any of the exchange traded bonds right now.
(recent just means within the last six months — wanted to share those links with you, all the links for the older picks are below)
This is obviously not a portfolio, and it’s not a recommendation to you to buy any of these stocks — just my current ranking based on my understanding of all of these stocks. And for the ones that I haven’t written much (or at all) about for more than six months, here are my slightly more in-depth updates on many of these picks, in the order in which I first wrote about them:
Seadrill — still buyable for reinstated high dividend income, but will be volatile, and could be risky if you’re worried about oil prices falling significantly.
I started in this space by bringing Seadrill to your attention, a stock that is still also in my personal portfolio — though it had gotten too big a portion of my portfolio and I did sell off a portion during the credit crunch. It has been a very volatile name, even more so than the average oil services stock. The credit crunch hit Seadrill at a tough time, with a lot of payments due on their newbuild fleet of deepwater rigs that have been delivered over the past year or so (and they have three more scheduled — two next quarter and one in 2011), but they appear to have come through it all in fine condition now. They recently reinstated the dividend at a minimum of 50 cents/quarter (so a current yield ...