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Contrarian Value Ideas RSS Feed

Followers
6
Posters
8
Posts (Today)
3
Posts (Total)
460
Created
08/23/15
Type
Free
Moderator gfp927z
Assistants
A board to discuss contrarian/value stock and sector ideas -


Turnarounds -
*****************


Archer Daniels Midland (ADM) - Diverse agribusiness (28 Bil) -------------------------- 3.4%        Agro
Generac (GNRC) - Power generation and storage equipment (7 Bil) ---------------------  0%     Industrial
Pfizer (PFE) - Pharmaceuticals (160 Bil) -------------------------------------------------------- 6.2%    Healthcare

Bio-Techne (TECH) - Life science reagents, instruments, and services (12 Bil) ------ 0.4%   Healthcare
Gladstone Land (LAND) - Farmland REIT (528 mil) ---------------------------------------- 3.8%     Agro - REIT

Hershey (HSY) - Food products, chocolate (41 Bil) -----------------------------------------  2.7%    Consumer
Scotts Miracle-Gro (SMG) - Consumer lawn + garden, cannabis related (4 Bil) ---- 3.8%    Basic Matls
Ulta Beauty (ULTA) - Retailer of beauty products (18 Bil) (Berkshire) -------------------- 0%       Retail


Early -
*******


Celsius Holdings (CELH) - Functional energy drinks, liquid supplements (8 Bil) ------ 0%    Consumer
EPAM Systems (EPAM) - Software engineering, IT consulting (12 Bil) ------------------- 0%    IT Services

Super Micro Computer (SMCI) - Server and storage solutions (26 Bil) ------------------ 0%    Technology


To Resume Uptrend -
*************************


Johnson & Johnson (JNJ) - Diverse healthcare products (389 Bil) (Berkshire) ---- 2.9%     Healthcare
Pepsico (PEP) - Food and beverage (226 Bil) ------------------------------------------------- 3.1%     Consumer
Winmark (WINA) - Used merchandise store franchisor (1.3 Bil) --------------------------- 0.9%      Retail
Zoetis (ZTS) - Veterinary drugs and vaccines (92 Bil) ---------------------------------------- 0.9%    Healthcare



Have Resumed Uptrend -
******************************


Cube Smart (CUBE) - Self storage facilities REIT (10 Bil) --------------------------------- 4.5%        REIT
Danaher (DHR) - Diverse healthcare related, other (187 Bil) ------------------------------  0.4%   Healthcare
EastGroup Properties (EGP) - Industrial property REIT, in Sunbelt (9 Bil) ----------- 2.8%    Real Estate

Extra Space Storage (EXR) - Self storage facilities REIT (33 Bil) ----------------------- 4.3%        REIT
McDonalds (MCD) - Fast food restaurants (195 Bil) (Berkshire) ------------------------ 2.2%     Consumer
NextEra Energy (NEE) - Electric utility, conventional, wind, solar (113 Bil) ------------ 3.7%       Utilities
Palantir (PLTR) - Software platforms, predictive intelligence analysis (55 Bil) (Thiel)   0%     Technology
ResMed (RMD) - Products for sleep apnea (28 Bil) ------------------------------------------- 1.0%   Healthcare
ServiceNow (NOW) - Service management software (159 Bil) ----------------------------  0%     Technology
Tyler Technologies (TYL) - IT services for the public sector (15 Bil) ---------------------- 0%    Technology



___________________________________________________________



Recovering -
***************


American Tower (AMT) - Wireless + broadcast communic towers REIT (97 Bil)  ---- 3.3%       REIT
UnitedHealth Group (UNH) - Health benefits company (440 Bil) ------------------------- 1.3%   Healthcare
Innovative Industrial Properties (IIPR) - Cannabis properties REIT (3 Bil) ---------- 7.0%    Cannabis - REIT
Public Storage (PSA) - Self storage facilities REIT (52 Bil) -------------------------------- 4.1%       REIT

Ecolab (ECL) - Cleaning and sanitizing products and programs (46 Bil) (Gates) ----- 1.3%       Services
Garmin (GRMN) - Aircraft avionics, diverse consumer and auto devices (27 Bil) ----- 2.1%     Technology
Nu Holdings (NU) - Digital financial services (25 Bil) (Berkshire) (Brazil) --------------- 0%        Financial

RTX (RTX) - Raytheon, defense, missiles, space, Collins, Pratt & Whitney (105 Bil)  3.3%     Aero / Defense
Snowflake (SNOW) - Cloud based data platform (47 Bil) (Berkshire) -------------------- 0%       Technology
Stanley Black & Decker (SWK) - Tools and household hardware (12 Bil) -------------- 4.0%       Industrial

_______________________________________________

Intermediate -
****************


Crown Castle Intl (CCI) - Wireless towers (49 Bil) ------------------------------------------- 5.5%        REIT
Terreno Realty (TRNO) - Industrial properties REIT (6 Bil) --------------------------------- 2.8%         REIT
Trex In(TREX) -  Composite products for decking and railings (6 Bil) ------------------ 0%        Industrial
IShares US Healthcare Providers (IHF) (0.39%) --------------------------------------------- 0.7%    Healthcare

First Solar (FSLR) - Solar energy, photovoltaic technologies (17 Bil) --------------------- 0%        Energy
Air Products + Chemicals (APD) - Atmospheric gases (62 Bil) -------------------------- 2.5%    Basic Materials
Clorox (CLX) - Cleaning, household products (19 Bil) --------------------------------------- 3.0%      Consumer
High Tide Inc (HITI) - Cannabis retailer, accesories (154 mil) (Canada) ----------------- 0%     Cannabis - Retail

Snowflake (SNOW) - Cloud based data platform (47 Bil) (Berkshire) -------------------- 0%       Technology
Trimble (TRMB) - Positioning and workflow technology (15 Bil) (Gore) ------------------- 0%      Technology
Globe Life (GL) - Life insurance (12 Bil) (former Berkshire) ------------------------------- 0.7%      Financial



____________________________________________________________________


Early -
********


Pool Corp (POOL) - Swimming pool supplies, equip, related leisure products (16 Bil) 1.1%   Industrial
SBA Communications (SBAC) - Wireless communication towers (24 Bil) ------------- 1.8%       REIT

Abbott Labs (ABT) - Diverse healthcare products (209 Bil) -------------------------------- 1.9%     Healthcare
Prologis (PLD) - Warehouses, distribution centers, logistics REIT (124 Bil) ----------- 2.9%          REIT
IShares US Healthcare Providers (IHF) (0.39%) --------------------------------------------- 0.7%    Healthcare

Enphase (ENPH) - Solar energy, photovoltaic technologies (18 Bil) ----------------------- 0%        Energy
iShares Global Clean Energy (ICLN) (0.46%) ----------------------------------------- 0.9%     Energy

C3.ai Inc (AI) - Enterprise AI software (Tom Siebel) (4 Bil) ----------------------------------- 0%       Technology
Cleveland-Cliffs (CLF) - Flat-rolled steel producer (8 Bil) (D) ------------------------------ 0%        Basic Matls

Quipt Home Medical (QIPT) - In-home med equip, supplies, respiratory, etc (220 mil) 0%     Healthcare
Snowflake (SNOW) - Cloud based data platform (47 Bil) (Berkshire) -------------------- 0%       Technology



____________________________________________________________________


 
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Posts (Total)
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