Watch these Stocks !

[jiesen]

My lone contribution to this thread, SAM, has done very well too. It's up over 65% ($149 to $246) since I wrote it here. I think I did pretty good.

Well, I'll have to correct you on that one, em2... Both SAM and SODA (your other pick) have done very nicely this year, SAM much better than SODA for sure. Both have thoroughly trounced the S&P's 30% rise over the last 12 months. Nice job!

http://finance.yahoo.com/q/bc?s=SODA&t=1y&l=on&z=l&q=l&c=sam%2C%5EGSPC

[jiesen]

Watch GNVC:

http://finance.yahoo.com/q/bc?s=GNVC+Basic+Chart

This one is rising now due to a restructuring. Look for it to pop another 15-20% in the next 4-6 weeks.
(disclosure: I own some right now, and do not recommend buying it, especially not as a long-term investment. I'm just holding on for a short-term pop.)

[billyjoe]

November update on stocks mentioned in this thread.

TRIB holding +8.91%
HCKT holding +39.84%
KORS holding +28.64%

SODA sold +27.15%
ACET sold +23.45%
REGI sold +5.03%

KKR holding +18.55%
SANM sold +5.46%
III holding +9.07%

AMBA sold +15.49%
LBMH holding +14.01%
CBZ sold --.56%

LNDC sold -6.56%
LF sold -7.55%

--------------billy

[billyjoe]

Sold SODA +27.15% bought TRIB more details on TRIB later.

----------------billy

TRIB, Trinity Biotech is based in Ireland with mfg. plants in the US. They produce state of the art blood analyzing machines and reagents that are currently superior to those of similar companies with market caps 100X larger. Mrs. billy has direct knowledge in this field. Currently they are shipping worldwide as fast as the products can be produced. They specialize in point of care products. That means lightning quick results at the bedside telling if you have bad juju in your blood. Their stock is up 76% YTD, they have no debt, are 51% institutionally owned with a very low <1% short float. Based on the past 5 year and future 5 year earnings, they average 18.4% eps gain /yr.

----------------------billy

[antioch6]

Me likey this decision. I just happened to see the SODA machine again today - at Best Buy. They were carrying the K-cups and coffee machine, too. There isn't the same excitement going into Best Buy now. When I found out how much they overcharge for mostly poor quality equipment, I started shopping online. The only items that interested me(for investing) were the cameras by Nikon and Canon. Everyone is a photographer or photojournalist these days.

I also went to Barnes & Noble and enjoyed the atmosphere. The main attraction is the huge Nook station setup as a Kid play area. Also another large section for kids books. All about the kids kids kids. I read a book on British history for an hour free then left. The real winner here is the Starbucks located inside. Everyone likes the chic feel and overpaying for coffee and snacks after browsing through some books. Too bad the stock is already up 600% since the 2009 low.

[billyjoe]

Sold SODA +27.15% bought TRIB more details on TRIB later.

----------------billy

[billyjoe]

Update of stocks mentioned here Oct.1st, 2013. Still holding unless otherwise noted.

HCKT +44.11%

KORS +31.58%

SODA +24.65%

ACET +22.78%

REGI +16.36%

KKR +13.09%

SANM +11.29%

III +10.62

AMBA sold 2nd half of position +9.76%

CBZ sold -.56%

LBMH holding -5.79%

LNDC sold -6.56%

LF sold -7.55% da*n it, can't control color

----------------billy

[em26jamie]

My lone contribution to this thread, SAM, has done very well too. It's up over 65% ($149 to $246) since I wrote it here. I think I did pretty good.

[billyjoe]

Bought LBMH at 1.89 and III at 3.533. LBMH could be breaking out from cup/handle formation and I look for III to breakout from consolidation. Both are at or close to 52 week highs. I usually don't buy stocks this low priced but these are exceptional.

--------------billy

[billyjoe]

Here's an unofficial official Watch These Stocks stock. LBMH. Why ? Because I haven't bought it yet, it is very low priced and therefore, dangerous. On the other hand it pays a whopping 7% dividend, is one of the highest ranked VV stocks, and the chart is nice, plus it has great earnings. http://www2.barchart.com/charts/stoc...tyle=technical

-------------------billy

[billyjoe]

Tim, I don't like any game manufacturers. Got burned more than once and that was when they were a hot item. My son thinks the newest Grand Theft Auto will be a success but in the long term sees a continued downtrend for the industry. There's a lot of red showing on TTWO's FINVIZ page. Somebody migjht make $$ on it but I'd look for something that is more interesting to me.

----------------------billy

[mimo_100]

Take-Two Interactive (TTWO)

Interesting article on a company and industry I have ignored in the past. Looks like support around 16.50-16.75. May be able to buy when the announcement effect ("sell on the news") kicks in. What do you think? Below is the beginning of the article from the WSJ.

http://online.wsj.com/article/SB10001424127887324009304579041203617166032.html?ru=yahoo&mod=yahoo_hs

• By
• JACK HOUGH

Take-Two Interactive TTWO -2.70% shares have climbed to $19 from $10 in a year, in anticipation of the Sept. 17 release of Grand Theft Auto V, which could be the company's best-selling videogame ever.
History says shareholders should take the cash and run before hot anticipation of a profit boost turns to the realization that next year's results won't measure up. But this time around, there's reason to believe Take-Two (TTWO) will break out of a dozen-year cycle of jumps and spills. Shares could gain another 30% over the next year.
The Grand Theft Auto series has sold more than 125 million units and garnered some of the best critical ratings ever. The problem for investors is that Take-Two has tended to enjoy plump profits during GTA years and steep losses in between. From 2000 to early 2009, the stock went from $6 to $13, to $5, to $26, to $11, to $27, and back to $6, in that order. It didn't help that previous management pleaded guilty in 2007 to falsifying business records.

[mimo_100]

Tim, I'm holding LF and am confident this is a blip that LF will recover from shortly. The fundies show no decline. I don't know if this news had an effect on the price: http://www.bloomberg.com/video/excha...tml?cmpid=yhoo , but especially long term Leapfrog seems to be a dominant player in its field.

-------------------billy


Just bought more at 9.93

I'm still holding mine and considering buying more here. Nice buy at 9.93

Tim

[billyjoe]

Tim, I'm holding LF and am confident this is a blip that LF will recover from shortly. The fundies show no decline. I don't know if this news had an effect on the price: http://www.bloomberg.com/video/excha...tml?cmpid=yhoo , but especially long term Leapfrog seems to be a dominant player in its field.

-------------------billy


Just bought more at 9.93

[mimo_100]

Current update on the stocks mentioned in this thread that I bought, sold, or continue to hold:

OME sold-15.77%

MTD sold -7.35%


HCKT holding +30.49% div. 1.56%

SODA holding +27.51%

KORS holding +26.34%

ACET holding +23.71% div. 1.38%

AMBA sold 1/2 +20.94 holding 1/2 +12.37

REGI holding +8.90%

CBZ holding +6.60%

KKR holding +3.07% * this is an MLP dividends not figured into gain div. 8.65%

LNDC holding +2.55%

SANM holding +2.30%

LF holding +1.58%

-----------------billy

Hey Billy,

R U still into LF? If so, what do you think of it here?