A board to discuss contrarian/value sectors and stocks -
CONSUMER - BEVERAGES -
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Anheuser Busch Inbev (BUD)
Boston Beer (SAM) - Alcoholic beverages (3 Bil)
Reed's (REED) - Natural beverages (61 mil)
CONSUMER - FOOD -
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B&G Foods (BGS)
Cal-Maine Foods (CALM) - Eggs (1.9 Bil)
Flowers Foods (FLO) - Bread, snack foods (4.2 Bil)
General Mills (GIS) - Packaged foods (32 Bil)
Kellogg (K)
Kraft Heinz (KFC)
CONSUMER - PERSONAL CARE, CLEANING - ************************************************************
Clorox (CLX)
Colgate Palmolive (CL)
Kimberly Clark (KIM)
Orchids Paper Products (TIS) - Paper towels, tissues (126 mil) ---------
25%
Proctor & Gamble (PG)
CONSUMER - TOBACCO *********************************
Altria (MO)
British American Tobacco (BTI)
Phillip Morris (MO) - Tobacco products
CONSUMER - MISC - ******************************
Crown Crafts (CRWS)
Leggett & Platt (LEG)
ENERGY -
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Enbridge (ENB) -
Oil and gas pipelines (40 Bil, Canada) ---------------------------
7.11% Kinder Morgan (KMI) - Oil + gas pipelines (50 Bil)
FINANCIAL -
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Chubb (CB)
Maiden Holdings (MHLD) - Insurance (1.0 Bil) (Bermuda) --------------------------
7.67% FINANCIAL - GREEK BANKS -
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Alpha Bank (ALBKY) - 3.5 Bil
National Bank of Greece (NBGGY) - (2.7 Bil)
HEALTHCARE -
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Acadia Healthcare (ACHC) - Behavioral healthcare services (4.3 Bil)
DaVita (DVA) - Dialysis services
Express Scripts (ESRX) - Pharmacy benefit management (42 Bil)
Johnson & Johnson (JNJ)
Owens & Minor (OMI) - Distributor of medical and surgical supplies (2 Bil) -------
6.94% HEALTHCARE - BIOPHARMA - ***************************************
Allergan (AGN) - Medical aesthetics, biosimilars, OTC products
Biomarin (BMRN) Orphan diseases (15 Bil)
Biotch ETFs (IBB, XBI, FBT, BBH)
Bluebird Bio (BLUE) - Gene therapies for genetic + rare diseases (2.9 Bil)
Bristol-Myers Squibb (BMY) - Diverse biopharmaceuticals
Celldex (CLDX) - Cancer (404 mil)
Generic Drugs ETF (GNRX)
GlaxoSmithKline (GSK) - Pharmaceuticals (97 Bil) --------------------------------
6.45% Innovation Pharmaceuticals (IPIX) - Cancer, antibiotics, inflammatory (Cellceutix)
Myriad Genetics (MYGN) - Diagnostic tests (1.1 Bil)
Novartis (NVS) - Pharmaceuticals (170 Bil)
Teva (TEVA) - Generics, other (35 Bil)
INDUSTRIAL -
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General Electric (GE) - Industrial conglomerate (175 Bil)
METALS + MINING -
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Gold Miners ETF (GDX
) Junior Gold Miners ETF (GDXJ)
Rare Earth / Strategic Metals ETF (REMX)
Global X Silver Miners ETF (SIL)
New Gold Inc (NGD) - Gold mining
Global Metals + Mining Producers ETF (PICK)
BHP Billiton (BHP) - Diverse mining (Australia)
Freeport McMoRan (FCX) - Mining
Rio Tinto (RIO) - Diverse mining (UK)
Vale (VALE) - Diverse mining (Brazil)
MISC - **********
American Outdoor Brands (AOBC) - Firearms and accessories, formerly Smith & Wesson
REITS - HEALTHCARE - *******************************
HCP Inc (HCP)
LTC Properties (LTC)
Omega Healthcare (OMI)
Universal Health Realty Income (UHT)
Ventas (VTR)
Welltower (WELL)
REITS - RESIDENTIAL - ********************************
American Campus Communities (ACC)
REITS - RETAIL -
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Kimco Realty (KIM) - Retail REIT
National Retail Properties (NNN)
Realty Income (O)
Retail Opportunity Investments (ROIC)
Simon Property Group (SPG)
REITS - MISC - **********************
CoreCivic (CXW)
CoreSite Realty (COR) - Data centers
Equinix (EQIX) - Data centers
RETAIL - *************
Wal-Mart (WMT)
SERVICES -
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Stericycle (SRCL) - Medical waste disposal (6.6 Bil)
TELECOM -
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ATT (T) - Telecom
TRANSPORTATION / AUTOMOTIVE - **********************************************
Autozone (AZO) - Automotive replacement parts and accessories (22 Bil)
Monroe Muffler & Brake (MNRO) - Auto repair and tire services (2 Bil)
O'Reilly Automotive (ORLY) - Aftermarket auto parts retailer (16 Bil)
UTILITIES - ***************
Dominion Resources (D) - Natuaral gas and electric utility
Scana Corp (SCG) - Electric utility (8 Bil) -------------------------------------------------
6.82% South Jersey Industries (SJI) - Natural gas utility
TO RESEARCH -
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AmTrust Financial Services (AFSI)
Core-Mark Holding (CORE)
Hain Celestial (HAIN)
United Natural Foods (UNFI)
OIL + ENERGY -
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Energy Sector ETF (XLE)
Energy ETF (VDE)
Energy ETF (IYE)
Oil ETF (OIL)
Exploration + Production ETF (XOP)
Equip + Services ETF (OIH)
Pipelines + Infrastructure ETF (EMLP)
AGRO -
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Global X Fertilizer/Potash ETF (SOIL)
Agro ETF (MOO)
Agro ETF (DBA)
MULTI-SECTOR -
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Global Natural Resources ETF (GUNR) - Energy, Mining, Agro