Author Topic: Stock Pick For 2018  (Read 7156 times)

AzCactus

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Stock Pick For 2018
« on: December 27, 2017, 10:36:27 AM »
I know it's cheesy and perhaps a little short sighted but it's the holidays so what the heck!

My pick is LUK.  I think that the company is headed in the right direction and making some smart moves.  Probably not the sexiest pick around. 


no_free_lunch

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Re: Stock Pick For 2018
« Reply #1 on: December 27, 2017, 11:40:23 AM »
Sure, I will contribute.  GUD.to.  It is more of a multi-year stock so we will see if anything happens over the next year.  There is a thread on it with much better information that I can quickly throw out.

rb

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Re: Stock Pick For 2018
« Reply #2 on: December 27, 2017, 11:51:34 AM »
It's not a stock, but put options look mighty attractive at this point.

no_free_lunch

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Re: Stock Pick For 2018
« Reply #3 on: December 27, 2017, 12:01:11 PM »
Anything in particular for the puts?

rb

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Re: Stock Pick For 2018
« Reply #4 on: December 27, 2017, 12:15:52 PM »
Well I think that puts are looking attractive on most things. I am in particular looking at getting puts on large positions that that have had a large run up but I also like but don't want to sell or can't. Things like BRK, WFC, MGA, etc. Since insurance is really cheap at this time I think it makes sense to pick up some in order to protect gains that have been made. Clearly a defensive posture on my part but hey, a dollar not lost is kinda like a dollar made right?

abyli

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Re: Stock Pick For 2018
« Reply #5 on: December 27, 2017, 12:42:35 PM »
NTES

premfan

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Re: Stock Pick For 2018
« Reply #6 on: December 27, 2017, 03:48:53 PM »
Airbnb.

SafetyinNumbers

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Re: Stock Pick For 2018
« Reply #7 on: December 27, 2017, 05:13:14 PM »
I'm finding value in small/micro cap commodity/energy stocks.

Two that trade below 2x FTM EV/EBITDA are GCM.TO and ASND.TO. The former being a gold company in Colombia and the latter being zinc in Honduras. Both are growing and will be free cash flow positive next year at current commodity prices.

On the energy side, PPR.TO, trades at closer to 4x EV/EBITDA but have giant catalysts worth potentially more than the EV of the company in a NAFTA lawsuit (that has already had its arbitration hearing) and legalization of Quebec Shale development where they have huge acreage but have booked zero reserves.

Perhaps a third each for one 2018 pick!
ELF IAM GCM.DB.U/DB.V/DB.X PIF C.N

orion

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Re: Stock Pick For 2018
« Reply #8 on: December 28, 2017, 05:48:58 AM »
IVFH

frommi

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Re: Stock Pick For 2018
« Reply #9 on: December 28, 2017, 06:50:06 AM »
SHOS