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Sunday, July 6, 2008

Back From Vacation - My Top Stocks for the Second Half of 2008

I am back from vacation. What I did learn is that Vegas seems to be hit hard by the economy. Everyone I talked to there said the same thing. It has been much slower due to the economy. It was easy to see. Need to research some Vegas stocks that may have more downside for potential shorts.

The first half of 2008 was an amazing time for me. As most know, I researched and pounded the table on PDO when it was $5-$7. My first buy was $4.47 and the stock ended up gaining 929% from that point to peak at $46. Other strong gainers I researched and selected included SINO 142% NTI 138% GBR 96% and CKX 65% (Gain percentage was measured from my first buy to the stocks peak thereafter. I always take some profit when I am up and use mental stops on the rest if I still believe the stocks will go higher. As you can see I am not a daytrader, but look for quality stocks that can make strong moves in time.

The market as we all know, has been in the tank. Oil is rising, the dollar is weakening, the credit crisis continues, and hopes for a second half economic rebound is on the ropes.

China stocks have also been in the tank, EPS or not.

However, I believe, In every market, there are always certain stocks and sectors that will still do well. It is a matter of being very selective with long positions. The industries must be in demand, even in a slowdown.

My top 3 stocks for the second half of 2008, in my opinion, meet this criteria:

TAYD - Company is a global leader in providing earthquake protection for buildings, bridges, schools, and other structures. This is a $6 stock and it did $0.12 EPS last quarter. I believe this stock is a gem and undervalued based on last quarters EPS alone. As earnings approach, I believe we will see continued strength in EPS and future demand in this business making it a big mover in the next 1 to 12 months. This reminds me of the stock BOOM, which was an obscure stock at a similar price until industry demand put it on the map and the stock moved to over $50 on that demand and EPS. I additionally believe TAYD could be a buyout target for a larger Company wanting to get into this field.

NTIC - Formerly NTI, now trading on the NASDAQ as NTIC. This Company has a very solid core business that provides corrosion protection with a big market reach outside of the United States. They are in the process of expanding this business into the oil and gas sector. As earnings approach, I believe this report will mainly feature this results from this core business, which has had a very respectable EPS run rate of $0.70-$0.80. I am expecting EPS in the $0.15-$0.20 range (my guess only).
That being said, I think NTIC will be the most in demand alternative energy company in second half 2008 and beyond due to two other factors. They have a biodegradable plastic that is already available for sale as well as an exciting Plastic Waste to Oil technology that they have recently placed in India and Thailand. According to SEC filings they have plans to sell the first unit in fiscal 2008 and intends to ramp up its manufacturing and service infrastructure to capitalize on global market opportunities it believes exists for the Plastic Waste to Oil solution. I believe these factors give NTIC the potential to move like the solar , wind, and other hot alternative energy stocks did and with the low float structure the sky is the limit here. When the Company rolls out this technology and announces sales I believe this has the potential to be a $30-$50 stock. Watch Video (Takes a Minute To Load)

HEK - This SPAC purchased a leading Chinese bottled water company and when the deal closes in the fall and we see some reports, I think this stock is a potential double or more. The rising Chinese middle class should be big buyers of bottled water in a country where clean water is scarce.

Other stocks that I believe have big potential in the second half of 2008 include:

MBLX - A leader in bioplastics, plant to open in 2009. Partner is ADM
HDSN - Earnings should be stellar this quarter and beyond due to a huge demand in their refrigeration business. More research to come
AETI - Serves the oil, gas, and wind energy business
GBR - 520k Float - waiting for them to buy something in the oil/gas field
TVOC.OB - I expect blowout earnings this quarter due to higher oil/gas prices
ERII - Recent water IPO , watching for a dip

I will continue to provide my personal research on all of these companies and any new ones I find.

Again, this blog contains my personal thoughts and research for my own investing and is not investment advice. Please see the disclaimer at the bottom of this blog.

No comments:

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Welcome to super-trades.com, blog home of Superman. Purpose of this blog is for me to discuss my trades and stock ideas (As well as opinions and rants on stock market related issues). I will mention the date and price I enter. As far as exits, I always try to take half off when I have some profit and if I believe in the stock, let the rest run further. I always also use mental stop limits, at which time I would exit and minimize any losses. I do not like to give price targets unless I can support them by P/E in some way or by comparison to another stock. I just post stock trades and ideas that I believe will go higher (or lower for shorts) and the reason I believe that. Individuals should have their own strategies for managing profits and losses. My stock picks tend to NOT be daytrades at all and many take time to move. I am not an investment advisor and this blog should not be considered or followed as investment advice.