I Eat Bear

My posts are not always the most positive, as you may have already witnessed. Then again, there has not been too much to be positive about lately, at least in a good sense. There has been plenty too much to be negative about though. But, today, I am going to mention a few, and just a few stocks to invest in, yes NOW, and tell you why for each. I will give some specifics, but, not all, as it would take too much space.

TBSI - yes, this may well be my favorite. It has no dividend (boo hiss), but not more than three years ago I bought this stock at near it's current price, and watched it grow 800% in a year. I can't promise that, and it did drop back in price as the market crashed, but I would bet dollars to donuts you will see a 400% increase within 4 years. That ain't too bad. It does have a moderately high debt level, which is scary, but not insurmountable.

GNK - another shipping stock with promise, and a dividend. It too has been abused in the market crash, but not too long ago, it was $80+ a share. It will be again. Again, somewhat high debt, but the returns will be there. Buy and wait it out.

DO - the best positioned oil driller, with the best dividend in the industry. AT 69$ a share, this is one CHEAP stock!

TNH - probably the best dividend stock anywhere around. It offers stock appreciation too. I have touted this stock many times before. If you have not bought before now, telling you more will not make you a buyer here. I have no problem with that either, but I like to watch my money grow, and maybe yours too. This is a good place for it. Good industry, good stock, good dividend, and little downside. Debt issues slightly possible, but less than most.

BHP - the king of diversification in a small kingdom, if you consider raw materials a small kingdom. Then again, if you consider that as the kingdom, then they they are the one eyed giant in the land of the blind. The raw materials market cannot go away, without every other going before it. Iron ore, gold, silver, molybnium, diamonds, and more. This stock will double, within 3 years.

STO - be patient here. The 4% dividend will not kill you, albeit, it is paid only annually, around August. The stock price will double too, and I put about a three year time frame on that. It has before, and I have no reason to believe it will not again. The time frame to double is a little tough with the volitile oil prices these days, but, well, I have faith. Demand for oil will not go away.

Some still downtrodden stocks I have faith in, but have perfomed too poorly to mention here (recently).
FCX, MTW, DSX, SNHY, NOV,JOYG, and SII

At heart, I am a bull, maybe in a china shop, and that can be dangerous. My portfolio once led the way to the top, and I think I can get it out of the cellar. A lot of us fell on the way down.

I led on the way up, and I will again. Lead on the way up, that is. My portfolio has dropped too much to lead much of anything. Then again, I followed rules and stayed invested (maybe too much?)

If the past is any indication of the future, and it usually is, I would not waste a minute investing in the stocks I just mentioned. No matter what the rest of the market does, you will have invested in SURVIVORS, and the dividends won't hurt you, and you should enjoy the stock price appreciation, if you can wait for it.

Comments: View Comments |  Monday December 15, 2008  |  Stocks: BHP, DO, DSX, FCX, GNK, JOYG, MTW, NOV, SII, SNHY, STO, TBSI, TNH,