The stocks that I'm nuts about!

[blindsquirrel]

THRM down 5% this morning. I can't find a reason other than it is trading kind of thin. The chart shows some resistance at 37 and I think its upward trend will stay intact so long as price doesn't break below 37.

[Louetta]

THRM down 5% this morning. I can't find a reason other than it is trading kind of thin. The chart shows some resistance at 37 and I think its upward trend will stay intact so long as price doesn't break below 37.

Schwab is showing five Form 4's filed over the weekend all showing sales but the amounts are trivial, e.g. 1% of holdings in each case. Seems unlikely but maybe people saw all those director/officer sales, didn't look at the quantities and just got out.

[blindsquirrel]

I am no options guru, but I am tempted by some May 19, $125 calls on UTHR after that drop it had yesterday.

[blindsquirrel]

OZRK beats on earnings again. I'd buy again if the price corrects further down below $40. If it doesn't, then I'll just watch this one go above $100. I think a slow Summer coupled with some kind of news and/or market correction could make it drop back down there again.

https://finance.yahoo.com/news/bank-ozarks-beats-1q-profit-111821042.html

[blindsquirrel]

I'm watching OZRK with interest at this $47 price level. I think this is about the only area you could call support between here and where I'd like to go long below $40. I'm all cash and don't really care for the current market conditions, but I love this company and think it would be irresistible at $40 or below.

[blindsquirrel]

It was a great quarter for my POTY stock and for lasers in general (IPGP): https://globenewswire.com/news-relea...l-Results.html

[blindsquirrel]

MIDD announces good earnings so of course the price plunges 5% this morning (that's sarcasm in case you missed it). I believe this dip will be short-lived.

https://uk.news.yahoo.com/middleby-tops-1q-profit-forecasts-090250427.html

[blindsquirrel]

I'm watching OZRK with interest at this $47 price level. I think this is about the only area you could call support between here and where I'd like to go long below $40. I'm all cash and don't really care for the current market conditions, but I love this company and think it would be irresistible at $40 or below.

OZRK still a great company and worth over $100 per share according to me but still trading sideways at this level with little support below it. I'm hoping for a slow summer with news that triggers a sell of below $40 at which point I'd buy all I could get.

[blindsquirrel]

IPGP banging out some 52 week highs today at $142.23. I think it could go over $200. I like the January entry earlier this year at $114 for my "Pick of the Year" stock. It may end up popping up on MM's scan this summer...

[blindsquirrel]

I am no options guru, but I am tempted by some May 19, $125 calls on UTHR after that drop it had yesterday.

Glad I didn't do anything here, this move would have been a stinker!

[blindsquirrel]

OZRK showing unusual volume this morning. I think I understand this article as essentially saying they have released more shares into the market, diluting some (please correct me if I'm wrong on this one): http://www.businesswire.com/news/hom...g-Common-Stock

[Louetta]

OZRK showing unusual volume this morning. I think I understand this article as essentially saying they have released more shares into the market, diluting some (please correct me if I'm wrong on this one): http://www.businesswire.com/news/hom...g-Common-Stock

Looks like you are correct. The value of the new shares, about $350 million, is about 7% of the market cap of $5.6 billion. So whereas the stock was down less than 2% looks like people aren't that concerned. In fact the stock was up at 3:40PM. Mayhap folks figure they will put the money to good use.

[blindsquirrel]

Updated Watch List: I've removed a few. I am waiting for some blood in the water before I buy again. All cash at the moment.

MIDD
IPGP (my pick of the year entry)
OZRK - I really like this company and believe they are strong with a good future. I'd buy if price gets below $40 (it may this Summer)
HOMB - A new one on my list. Another regional bank from my part of the country. I don't like them as much as I like OZRK, but I think their stock is priced pretty low at the moment at $23.41. I think it could be above $30 inside of 12 months.

[blindsquirrel]

I'm not sure what's behind the move, but both OZRK and HOMB are up 4% or more today. Could just be a price correction on a positive day for financial stocks in general - I do believe both of these are worth a lot more than they are currently trading at. It does throw a wrench into my plan to buy OZRK sub-$40!

[blindsquirrel]

News on MIDD (buys CVP Systems). It is at a pretty low price right now. I am really tempted at these levels.

https://www.streetinsider.com/Corporate+News/Middleby+Corp+%28MIDD%29+Acquires+CVP+Systems/13063632.html