I love my entire portfolio!!!!! I don't know what will rocket first. I love them all for different reasons!!!!!
TTE (Total Energies) - Just long term energy company with great yield. Transitioning to green energy - the future
KMI (natural gas Kinder Morgan) - Bridge to the future, great div yield.
CWEN.A (Green Clearyway Energy) - The future and ironically, TTE above just took a 50% stake in it. Didn't see that coming but good endorsement!
PCYO (Pure Cycle Water) - Utility company but not a govt. municipality. Small, monetizing land it bought in the 2008 financial crisis. Building out an entire community, selling lots to builders, holding back 10% of them for their own rental. Own mineral rights, and sells them water for life too! Could pay out a good divident now but stock piling cash instead. Good way to be a landlord without the hassles I think and water is a scarce resource that is not priced correctly.
WFC and BAC -- my banks. Society will crumble without them. Too big to fail.
NROM and RAVE - two pizza penny stocks. Both cheap. First suffers from nepotism. Waiting for them to die! Second is Pizza Inn and PIe Five under new mgmt. and good CEO.
YBCN as you noted. Shady. But, waiting for a big pop! LOL Sleazy, but I like sleazy too. I don't want to jump to any conclusions. I think overvalued, but a big pop is coming one day. But a sleeper for now.
MICS -- Everything on this board.
RMCF -- The See's candy of my portfolio. Love it. Little chocolate factory. Mini cap. Low OS, new CEO that is just perfect for the job. All he needs to do is get the factory up to 100% capacity, resolve the conflicts, and fix the franchise model.
M - Macy's! Real estate galore like Herald Square. In A-Malls. They've been performing well, confusing analysts when Target and Walmart disappoint.
FNQQF - Fineqia -- Good mgmt. with the worst book cover you could ever imagine. Says scam all over the surface, but actually incompetent integrity. Currently trying to raise capital to be a disrupter. Sub penny.
TAST -- Burger King's largest franchisee! It's Burger King and Popeyes Chicken. What else does one need to know? :) QSR is their parent, and QSR is on my wish list for 1,000 shares. I actually bought 10 LEAP contracts as a price reservation on that one.
BB (Blackberry) - I have a *negative $23* per share cost average there. They report this week. In two years, they will be doing what the Reddit crowd was way too early to see. Future textbook case study for universities I think.
AVNI -- Shell. I have a monopoly almost on the finite supply. Don't think you could get in. Float too miniscule. I don't like who is trying to emerge, but I'm stuck with him. Oh well. Low float will be good fuel for liftoff I think.
CNK - Cinemark! Far more financially secure than AMC. I don't think the moview are dead.
CIDM - Very interesting penny stock in the movie business as well. Transitioning to streaming. Mostly crap movies *in my opinion*, but really big expanding library, legit, and good fundamentals. Good mgmt. Focusing on niche categories. Free and/or subscription models.
IVFH - Another penny stock. Very low p/s for good reason. Train wreck! But perhaps a proxy war brewing? Has Chris Pappas and Bandera partners on the BOD. That's enough for me to be long.
STLY - Formerly stanley furniture. Sleeper cell. Trading at tangible book. Lots of cash, earning interest, and trying to get into the mortgage title business now. Couldn't be a more boring stock on the Earth. But it's been a good foxhole this year.
Long on most! Not really looking for a fast turnaround except on YBCN and AVNI, and FNQQF. But, all sleepers. Everything I have are sleepers. If they were swarming with activity and hypsters, I wouldn't touch them with a ten-foot pole. But, when they come, that's when I sell. And keep some on the table just for fun.
There are fundamentals I like about all them. Even if some are shady or blurry or murky. Those energy and banks, however, are my foundation. Good anchors. Designed to be recession resistant a few years ago, and boy am I glad I was prepared! Maybe some other stragglers in there, but that's the gist of it.
Been in most of these a long time. MICS being the newest, and I have long term mindsets on all. I marry my stocks against the advice of a former gypsy on this board. And I do good if I do say so myself. VERY GOOD. And I have no passengers. No backseat drivers. And IFF I did, which I'll never put myself in that position, I'd throw them out the window! I don't fly like an airline pilot. I fly like Han Solo! My cargo can be good, bad, and/or ugly! :)
Would be very boring to most up there. But I find them all very exciting for different reasons. And if it was exciting to the masses of the dumbasses, as I like to call them from my contrarian viewpoint, the future would not be so glorious!
