The stocks that I'm nuts about!

[blindsquirrel]

Instead of just taking, I'm going to offer my own contribution here. These are the stocks that I think are going to have a good year, or two, or ten...

OZRK - A profitable and highly rated regional bank. I currently own this stock. I am long from $39.14

MIDD - They make food service equipment etc (I don't own this yet)
IPGP - Lasers! Lasers for fiber optics, and such. (I don't own this yet)
THRM - They make parts for industrial and automotive businesses (I don't own this yet)

I like each one of these for the same reasons; low debt, excellent sales and growth record for 10 years or more, excellent management, they have some kind of advantage in the marketplace, and I think they are under-priced currently. Additionally, I think their business is kind of cool.

[billyjoe]

blindsquirrel, I like OZRK and MIDD.

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

[blindsquirrel]

https://www.bloomberg.com/gadfly/articles/2017-01-13/banks-deliver-goods-to-justify-trump-bump

OZRK, not just in the south: http://www.chicagobusiness.com/artic...-of-the-ozarks


OZRK is reporting earnings this week.

[blindsquirrel]

OZRK earnings report: http://finance.yahoo.com/news/bank-o...111550579.html

[mrmarket]

Love this thread...keep it up!

[blindsquirrel]

OZRK conference call transcript: http://finance.yahoo.com/news/edited...?.tsrc=applewf

[blindsquirrel]

OZRK is at a pretty important price level today. Trading at an all-time high that it hit a year ago and bounced off of pretty hard. I'm not concerned about it because I intend to hold my position into the $100 levels. Just interesting...

[blindsquirrel]

Here is where I think the companies on my watch list are heading:

OZRK - $125
MIDD - $500
IPGP - $720
THRM - $217

I have the most confidence in OZRK, and not coincidentally, I have 100% of my capital in it. If I didn't own OZRK, then I'd buy IPGP (I love those lasers!). I plan to sell my OZRK shares in about 12 months.

[blindsquirrel]

IPGP beats expectations... here is a link: https://finance.yahoo.com/news/ipg-t...131632774.html

Also, OZRK closing back in on the all-time highs it bounced off of a few weeks back. Obviously, I think it will move on through that level, but am curious if it will be a slow steady move or a break-out type of move.

[blindsquirrel]

MIDD beats expectations on earnings: https://finance.yahoo.com/news/middl...134701384.html

[blindsquirrel]

I sold all of my OZRK today at $55.45 booking 41%. I expect it will give me an opportunity to buy it back cheaper by summer time. If it doesn't, then I'll take what I made here and buy something else.

[blindsquirrel]

Here is my updated watch list. I've added one pharmaceutical and one biotech. I'm all cash and waiting for an opportunity.

OZRK Sitting close to all-time high and could break out. I've owned and sold for a good profit, but may buy again if properly enticed...

IPGP Lasers for fiber-optics, etc.

THRM

MIDD Food service equipment

TARO Israeli Pharma

UTHR Biotech out of Maryland

[blindsquirrel]

OZRK has been showing some weakness off of that all-time high. The chart shows a really good drop in the past after bouncing off of that resistance, so maybe we see one of those in conjunction with a broader market pull-back? Just saying I'd have a stop order in place if I were holding. I'm all cash at the moment.

[blindsquirrel]

OZRK is going to be off my radar unless it gets back into the high or mid 30's again. I love the company and I think the stock price will jump with good broader financial news or if interest rates are raised. I just don't think it really has support between here and $36.... I'm all cash waiting for a good opportunity.

[blindsquirrel]

UTHR price down 7% this morning on news of a product delay due to regulatory setbacks. May be a good buying opportunity here... https://www.streetinsider.com/Corpor.../12733673.html