A few random stock picks

[GreenDoberman]

Did a little research and screened some stocks. Here is what I came up with:

WFMI
LONG
GNK
AINV
MXF
NZT
TEI

Feel free to discuss.

 

[desrat]

TEI - Not a big fan of closed end funds. If your looking for a foreign income fund you may want to look at American Century Intl. Bond, BEGBX. Low expenses and good 1/5 year returns.

 

[LineTamer+]

TEI - Not a big fan of closed end funds. If your looking for a foreign income fund you may want to look at American Century Intl. Bond, BEGBX. Low expenses and good 1/5 year returns.

OIBAX--Oppenheimer Internal Bond :aktion033

 

[Presto]

Made some money shorting WFMI, but haven't looked at them lately. Do they have a store down in your hood? We have one close by, but I never go. Is it more healthy? Possibly, but I can't find any value there compared to a conventional market. And the parking lot is a joke.

I also have a problem with their philosophy of mixing politics with business. They are always boasting about how they pay more for GREEN POWER and think everyone should as well. That's when I feel like going:bigfinger

 

[GreenDoberman]

Good info Presto. I do not have a WFMI store near me and only ocassionally venture out to go there. It is more of a higher-end store and I know the area where my sister is they are packed every day I went there. Certainly caters to the discerning high-end customer. It had a huge run up and fell back to earth, but at these prices there is much upside for the future growth.

 

[GreenDoberman]

Throwing out the funds discussion here. Any comments on the others?

 

[GreenDoberman]

GNK is Genco Shipping. This stock has shot up huge the last few days. Some coverage was initiated on it. Not a glamour stock but a shipping with exposure to China. It showed up on my dividend screener with a 8.0% yield.
That plus the Chinese play makes it one to keep an eye on.

 

[GreenDoberman]

AINV is an investing subsidiary of the Apollo Group. I looked into this one further when Apollo was one of the companies to buy out Harrah's. Another whopping yield and this company has had a 35% return on equity for the past few years.
Rumors are going that the entire Apollo is going to be going public as well.

 

[GreenDoberman]

MXF is a closed-end Mexico Fund. I am looking to decrease U.S. exposure and feel that Asia is getting overexposed as well as Europe with the currency increases.
MXF yields a whopping 9.70% currently and there is certainly room to grow in the Mexican marketplace. If the peso can maintain valuation, this one looks like a good place for those wishing to diversify internationally.

 

[GreenDoberman]

NZT is basically the telephone company of New Zealand. Admittedly, I am not an expert on Oceania. This falls into my international diversification portfolio with MXF. An AT&T-like 4.60% yield with much more room to grow. If you look at the chart you will notice it dipped last July and has steadily climbed nearly 50% since then.

 

[heart222]

GNK just moved to the big boaerd from NASDAQ. Write up in lw Barrons. div around 8% they do not tansport oil but more commods grainss etc. the oil people have a lot of supply of ships coming on line but this is not ha[[ening in GNK ships.They have locked in contracts. Barrons thought target of around 38. Full disclosure I own stock. best heart222

 

[heart222]

Hi WFMI rate of growth is slowing from 12% to 6%. this is fairly ordinary but the momentum players have left. We shop there all time. they are pricey but the food is great. I do not own. heart222

 

[GreenDoberman]

Good stuff Heart, thanks for the input. GNK should have made you pretty happy the last few days.
WFMI has much room to add stores. I think it has hit its bottom

Disclosure: I do not own any of these stocks, but am pondering most, if not, all.