Idea of the Month: Buy What Buffett Won’t

by Travis Johnson, Stock Gumshoe | December 18, 2015 4:22 pm

An interesting investment idea for this month, plus another personal buy and a couple updates

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Source URL: https://www.stockgumshoe.com/2015/12/idea-of-the-month-buy-what-buffett-wont/


6 responses to “Idea of the Month: Buy What Buffett Won’t”

  1. pmb2pmb says:

    Yes, JetBlue looks good — but check out HA (Hawaiian Holdings – Hawaiian Air) too — PEG of 0.45, Price/Sales of 0,87, positive earnings, price to cash flow shows it trading at a significant discount to its peers, profits more than four times greater than interest payments making debt repayment safe, admittedly higher PE than some of its peers (15.07) and a beta of 1.42 but with Buy ratings from TheStreet (A-), Ford Equity Research, Jaywalk, Zacks (strong buy) and a MarketEdge rating of Long. I bought it in late Oct. at less than $25, now over $37 … the only airline covering all the islands of Hawaii (with flights also to US mainland and the South Pacific), no dividend but price should still go higher (I hope) – some estimates say to $50 in 2016.

  2. joan_in_houston says:

    I own DIS because I do believe that they own the best ENTERTAINMENT LIBRARY in the world, ((among other assets)), and I expect their employees to make good money thereupon.

  3. jbinsc says:

    What are the companies Agora is pushing, I cells that stopped Jimmy Carter’s cancer ?

  4. brv987 says:

    We bought JBLU over a year ago at $12.23, based on what I read in Zack’s . Although I don’t subscribe to Zacks now, I did find a couple of really good tips. Also bought LUV at $33, last October. It has been lagging JBLU in its growth over the past year. but still a solid performer in our portfolio.

  5. blueman415 says:

    Travis, any thoughts on sandstrom gold? i put it in my watchlist and notice your down about 10% if i have your buy price correct.

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