by Travis Johnson, Stock Gumshoe | January 18, 2013 8:31 pm
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Source URL: https://www.stockgumshoe.com/2013/01/annual-review-two-new-stocks-for-the-watchlist-and-a-bit-of-reorganizing/
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My STrys and DDD are doing really well. I believe they will continue to be winners. I wish I had bought more when it was hyped by the MFools. Do you have any thoughts on Yandex (YNDX)? If my detective work is right, the Fools are touting it as the Russian Yahoo. Great report, Thanks, Gerry
Yandex is more of a Russian Google than a Russian Yahoo, but yes, also a very strong grower as the Russian internet expands — I just like Mail.ru because it hedges the bets a bit more and doesn’t rely entirely on advertising.
Did you confuse the businesses of Newalta “Basic business is furnished apartments in boomtowns like Fort McMurray” and Northern Realty?
Did I flip the text? So sorry, will fix.
I’m interested in RB, should I look into buying RBGPY or RBGPF and why??
Same stock, it’s really just a question of which has more liquidity (more shares traded on an average day) and therefore gets closest to matching the fair London price.
Do you know that addvertising from personal capital at the top of this page wants your bank account sign in information! I hope no one is giving this info out.
Vociferous short report from Citron out today calling DDD a bubble stock and essentially slamming the whole 3D printing industry as a stock promotion that has gotten ahead of itself, and they particularly call the Fool to task for repeatedly re-pitching this same idea with misleading claims (though, as we’ve seen, 3D Printing has been pitched by most of the newsletter companies over the last year).
So, it turns out last month might indeed have been a good time to take profits in these stocks, at least for now. Here’s the report in case you want to see the details: http://www.citronresearch.com/wp-content/uploads/2013/02/DDD-final.pdf
Travis, do you like SDRL at these prices ($37) now? In spite of the market rally, it seems SDRL is being judged a bit harsh by Mr. Market. I’m trying to avoid being an April fool…
They tend to ride sentiment pretty hard both up and down, since they’re so levered – my opinion hasn’t changed since I shared some thoughts following their results about a month ago: http://stockgumshoe.com/2013/03/berkshire-russian-dividends-gold-and-big-data/
Still a 9% yield which I think will grow, dayrates are still excellent for floaters, they’re still aggressively investing — the train will stop at some point because cycles of overbuilding are almost inevitable, but I don’t think the end is anytime soon. I’m still reinvesting my dividends but haven’t bought any additional shares for quite a long time. SDRL is my 6th largest individual stock holding right now.
Thanks Travis, I went ahead and picked some up today for 36.40. We’ll see how it goes.