Home > Boards > Free Zone > User's Groups >

Contrarian Value Ideas

RSS Feed
      Hide Sticky   Hide Intro
Moderator: gfp927z Assistants:
Search This Board: 
Last Post: 3/7/2020 11:38:19 PM - Followers: 3 - Board type: Free - Posts Today: 0

A board to discuss contrarian/value sectors and stocks -


MILD -
***********
Altria (MO)
Biomarin (BMRN) Orphan diseases (15 Bil)
Bristol-Myers Squibb (BMY) - Diverse biopharmaceuticals
Kellogg (K)

MODERATE -
*********************
Acadia Healthcare (ACHC) - Behavioral healthcare services (4.3 Bil)
American Outdoor Brands (AOBC) - Firearms and accessories, formerly Smith & Wesson
Anheuser Busch Inbev (BUD)
British American Tobacco (BTI)
B&G Foods (BGS)
Crown Crafts (CRWS)
Kimco Realty (KIM) - Retail REIT
Kinder Morgan (KMI) - Oil + gas pipelines (50 Bil)
Phillip Morris (PM) - Tobacco products

SEVERE -
****************
Alpha Bank (ALBKY) - 3.5 Bil (Greece)
Bausch Health (BHC) (formerly Valeant, ICN)
Celldex (CLDX) - Cancer (404 mil)
General Electric (GE) - Industrial conglomerate (175 Bil)
Hain Celestial (HAIN)
Innovation Pharmaceuticals (IPIX) - Cancer, antibiotics, inflammatory (Cellceutix)
Kraft Heinz (KHC)
Maiden Holdings (MHLD) - Insurance (1.0 Bil) (Bermuda) -------------------------- 7.67%
Nio
(NIO) - Electric cars (China)
Owens & Minor (OMI) - Distributor of medical and surgical supplies (2 Bil) ------- 6.94%
Reed's
 (REED) - Natural beverages (61 mil)
Stericycle (SRCL) - Medical waste disposal (6.6 Bil)
Teva (TEVA) - Generics, other (11 Bil)
United Natural Foods (UNFI)

______________________________________________________________


METALS + MINING -
*****************************
Gold Miners ETF (GDX)
Junior Gold Miners ETF (GDXJ)
Rare Earth / Strategic Metals ETF (REMX)
Global X Silver Miners ETF (SIL)

_________________________________________________________

 
OIL + ENERGY -
***********************
Energy ETF (VDE)
Energy ETF (IYE)
iShares - US Oil Equipment and Services (IEZ)
iShares - US Oil + Gas Exploration and Production (IEO)
SPDR S&P Oil & Gas Exploration & Production ETF (XOP) (exp - 0.35%)
VanEck Vectors Oil Services ETF (OIH) (exp - 0.35%)

AGRO -
************
Global X Fertilizer/Potash ETF (SOIL)
Agro ETF (DBA)

____________________________________________

MISC -
*************

Cannabis ETF - ETFMG Alternative Harvest (MJ)
Horizons Marijuana Life Science Index (HMLSF)
____________________________________________

ACQUIRED -
******************
Allergan (AGN) - Medical aesthetics, biosimilars, OTC products (2019 by AbbVie)
DaVita (DVA) - Dialysis services (2019 by United Health Group)

____________________________________________








 
PostSubject
#150   The Energy ETFs probably haven't bottomed yet, but gfp927z 03/07/20 11:38:19 PM
#149   >>> Leaner, More Agile Teva Sees Brighter Days Ahead gfp927z 02/17/20 08:05:18 PM
#148   >>> Kraft Heinz’s Junk Downgrade Rekindles Bond Market Jitters gfp927z 02/14/20 08:29:02 PM
#147   Kraft Heinz - >>> Warren Buffett just lost gfp927z 02/14/20 05:33:58 PM
#146   >>> Kraft Heinz Stock Is Dropping. Earnings Were gfp927z 02/13/20 11:18:59 AM
#145   >>> Kraft Heinz Could Have Bad News. It’s gfp927z 02/07/20 05:27:58 PM
#144   >>> GE’s stock soars after earnings, as CEO gfp927z 01/29/20 04:44:01 PM
#143   >>> Teva, Drugmakers in Talks With U.S. to gfp927z 11/28/19 10:00:14 PM
#142   >>> The Pot Stock Bubble Has Burst. Here’s Why gfp927z 11/16/19 02:05:11 PM
#141   >>> Teva Vs. Amneal: JPMorgan Sees Hope For gfp927z 11/15/19 03:22:03 PM
#140   These billionaire bottom feeders like Sam Zell may gfp927z 11/15/19 09:40:28 AM
#139   >>> Billionaires Circle Distressed Assets in U.S. Oil gfp927z 11/14/19 10:15:59 PM
#138   >>> Sam Zell Says He’s Buying Distressed Oil gfp927z 11/14/19 10:51:38 AM
#137   >>> Kraft Heinz CEO talks innovation, turnaround plan gfp927z 10/31/19 06:43:25 PM
#136   >>> GE Stock Soared After Crushing Earnings Estimates. gfp927z 10/31/19 06:23:29 PM
#135   >>> The Big Short’s Michael Burry Sees a gfp927z 08/28/19 10:34:02 PM
#134   >>> GameStop Corp. (GME) operates as a multichannel gfp927z 08/28/19 10:28:35 PM
#133   >>> GE Rout Ambushes Hedge Funds After Second-Quarter gfp927z 08/16/19 08:28:23 AM
#132   >>> GE Climbs as Improved 2019 Forecast Buoys gfp927z 07/31/19 09:14:42 AM
#131   Teva - >>> 3 Drug Stocks With Unimaginably gfp927z 07/28/19 09:15:26 AM
#130   GE had a golden cross, the first since gfp927z 06/19/19 12:07:16 PM
#129   >>> GE’s Larry Culp Faces Ultimate CEO Test gfp927z 06/12/19 11:30:09 AM
#128   >>> Teva Stock Sees Another Big Buy From gfp927z 06/12/19 04:31:46 AM
#127   >>> Teva and J&J Stocks Were Hit by gfp927z 06/12/19 04:26:19 AM
#126   >>> Better Turnaround Play: Bausch Health Companies or gfp927z 05/26/19 12:25:02 PM
#125   >>> 6 Warren Buffett Holdings Near 52-Week Lows gfp927z 05/26/19 10:36:04 AM
#124   The Russell small caps (RUT) just blasted through gfp927z 05/03/19 03:58:27 PM
#123   >>> Can NIO Stock Get Back Into Gear? gfp927z 05/01/19 06:59:21 AM
#122   Contrarian play idea - go long the VIX, gfp927z 04/27/19 10:48:15 AM
#121   >>> NIO Inc. designs, manufactures, and sells electric gfp927z 04/01/19 11:49:40 AM
#120   >>> Why Stericycle Stock Is Rebounding Today gfp927z 03/03/19 06:19:09 PM
#119   >>> Pricing Reset Needles Stericycle's Growth, but Shares Undervalued gfp927z 12/21/18 04:20:24 PM
#118   >>> General Electric Shares Surge After Rare JPMorgan Upgrade gfp927z 12/13/18 09:51:16 AM
#117   >>> Anheuser-Busch InBev slashes dividend as beer demand slumps gfp927z 10/27/18 07:04:13 PM
#116   Dentsply - >>> Dental-supply company Dentsply’s stock closes gfp927z 10/10/18 09:45:44 AM
#115   General Electric - >>> Culp will have to gfp927z 10/05/18 11:36:38 AM
#114   The SNES chart is looking good and appears gfp927z 06/19/18 06:45:55 PM
#113   $KNDI Cup & Handle Chart https://stockcharts.com/c-sc/sc?s=KNDI&p=D& SpotOnTrade 06/02/18 06:22:50 PM
#112   Consumer stocks - One area that looks interesting gfp927z 06/02/18 11:44:07 AM
#111   TEVA, the big generic drug company. After crashing gfp927z 05/25/18 12:01:05 PM
#110   >>> GE to Merge Rail Division With Wabtec gfp927z 05/21/18 11:10:38 AM
#109   >>> South Jersey Industries, Inc. (SJI) is an gfp927z 03/02/18 10:30:55 AM
#108   >>> American Outdoor Brands Corporation, formerly Smith & gfp927z 03/02/18 10:15:18 AM
#107   >>> Crown Crafts, Inc. operates indirectly through its gfp927z 02/16/18 12:14:47 PM
#106   TEVA - >>> Warren Buffett just made life gfp927z 02/15/18 10:13:30 AM
#105   TEVA - >>> Warren Buffett's Berkshire Hathaway adds gfp927z 02/14/18 07:00:03 PM
#104   >>> Teva shares plummet 10% after downbeat 2018 gfp927z 02/08/18 10:31:01 AM
#103   Update on some contrarian bottom plays - gfp927z 01/24/18 12:27:45 PM
#102   >>> Mylan and Teva stocks rise on report gfp927z 12/04/17 09:43:41 PM
#101   >>> Teva shares surge on corporate shake-up gfp927z 11/29/17 06:46:46 PM
PostSubject