Post your best investment ideas for 2012
Baley
Posts: 22,660 ✭✭✭✭✭
Post your picks for the best investment ideas for 2012!
Post your picks for standard, trackable, fungible securities with published prices by 3am Pacific time Jan 1, 2012 deadline, and let them run throughout the year. The goal is highest % increase in one calendar year.
To keep the list managable, try to limit yourself to 3 or at most 4 picks (naturally, performance of both good and bad picks will be "diluted" by diversification from more than one pick)
We'll assume even division among the assets, if more than one is chosen, unless some other proportion is specified before the deadline.
Feel free to post other picks or changes after the deadline, but for the purposes of the "official" list we need to draw the line at the end of the year (or, at least at the end of the new years eve party
)
Any dividends will assume to simplyreceived in cash on the date of payment, unless dividend reinvestment in the same security is specified. Stock splits, M&A, or other changes are accounted normally, as specified by the security.
We'll track the picks periodically throughout the year, thanks to Wingsrule for creating the tracking spreadsheet.
Here's to a profitable year, Have fun!
Post your picks for standard, trackable, fungible securities with published prices by 3am Pacific time Jan 1, 2012 deadline, and let them run throughout the year. The goal is highest % increase in one calendar year.
To keep the list managable, try to limit yourself to 3 or at most 4 picks (naturally, performance of both good and bad picks will be "diluted" by diversification from more than one pick)
We'll assume even division among the assets, if more than one is chosen, unless some other proportion is specified before the deadline.
Feel free to post other picks or changes after the deadline, but for the purposes of the "official" list we need to draw the line at the end of the year (or, at least at the end of the new years eve party
)Any dividends will assume to simplyreceived in cash on the date of payment, unless dividend reinvestment in the same security is specified. Stock splits, M&A, or other changes are accounted normally, as specified by the security.
We'll track the picks periodically throughout the year, thanks to Wingsrule for creating the tracking spreadsheet.
Here's to a profitable year, Have fun!
Liberty: Parent of Science & Industry
0
Comments
MANY positive BST Transactions
PG
APC
2. Express Scripts (ESRX)
3. Visa (V)
(Edited 12/20/2011)
Successful BST transactions with: Tdec1000, lordmarcovan, WTCG, PRoemisch, Hayden, bolivarshagnasty, nibanny, morgan3896, WaterSport
<< <i>I'll give it a shot- sounds like fun!
Let me know if I'm doing it right-
1. Molycorp Common Stock (MCP)
Rare earth metals mining company. In my opinion, it will be at least at 60 a year from now.
2. Express Scripts (ESRX)
Healthcare company based in my hometown (St. Louis). Proposed merger with Medco. Prediction- trading at least at 80 a year form now.
3. Visa (V)
Visa. Prediction- trading at least at 150 a year from now. >>
i REALLY do like your (ESRX) pick, Visa, i dunno and weren't REM stocks hot earlier? i honestly haven't followed REM's recent history. just keep ESRX from buying out BUD
Glad you like my picks!
Successful BST transactions with: Tdec1000, lordmarcovan, WTCG, PRoemisch, Hayden, bolivarshagnasty, nibanny, morgan3896, WaterSport
AIS $2.17 a share Medical device and application stock. Could eventually be a buyout.
SQNS $3.01 a share Makes 4G chips, could be a rocky stock until fall next year.
TRGL $4.86 a share. Should get production up as a gas and oil company.
Also, if one is an extreme bear, it is ok to SHORT any listed and trackable asset or security, again we'll assume no commision or spread, if you're SHORT something your gain is the absolute value of the % change.
Dust off yer crystal balls, there's no risk except to your reputation, and all of ours are somewhat tarnished as of late
Liberty: Parent of Science & Industry
30% gold
30% silver
30% oil
10% platinum
MOO
CSX
Sounds like fun. Take care. jws
BND total bond market ETF
GLD gold ETF
VTI total US stock market ETF
TAN (solar ETF)
AMYZF (Manganese miner)
AGRO (South America Ag)
I'll throw in a one oz bar, ASE or equivalent to the winner.
That said, my choices are:
RIMM
F
AGQ
Long on all 3.
Excellent point! I hereby change my prize contribution to the WORST performing portfolio.
CLR = current market price $67.66.
25th Anniversary Silver Eagle Keys - 2011-P Reverse Proof + 2011-S Burnished Unc, both PCGS-69 Graded - current basis approx. = $285 + $255, respectively = $540.
I knew it would happen.
Liberty: Parent of Science & Industry
"Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey
PT ......................$1,391
Gonna need both if you're not using a horse & buggy for transportation.
PRGN........$.64 current price per share.... ( shipping )
Glen
jmski52 - the price guide only shows values for FS coins, so that is what was used.
Still have 36 hours to enter.
MJ
Fellas, leave the tight pants to the ladies. If I can count the coins in your pockets you better use them to call a tailor. Stay thirsty my friends......
"Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey
And MJ is going with "postage stamps" at 45 cents each?
Liberty: Parent of Science & Industry
"Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey
<< <i>I don't have any short-term investment advice for 2012 other than PMs. Platinum looks cheap. Actually, I've been putting most of my new money into investment real estate the last few years. There are some fantastic deals out there on land and properties which can be rented out. This is the time to "buy low" when everyone hates the asset class. Similar to PMs back in the last 1990s. >>
I expect platinum and rhodium (catalytic converters) to suffer with the upcoming trade wars with China. China is already begining to tighten import of automobiles. Expect trade wars worldwide as economic conditions worsen.
"Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey
They are only $0.44 right now. Rates go up later this month (I think) so he is guaranteed a positive return. Who knows? Maybe +2.3% will win this thing?
ADM
AGQ
BP
Got quoins?
Thanks!
Successful BST transactions with: Tdec1000, lordmarcovan, WTCG, PRoemisch, Hayden, bolivarshagnasty, nibanny, morgan3896, WaterSport
Wingsrule, please make mine evenly split between Forever Stamps, Milk and Timber
Reasoning- Stamps are going up albeit not a huge percentage but I never turn down a sure winner. Call it the bond portion of this portfolio. Milk, I hear people bit¢hing about the price every time I'm at the grocery story. I also hear people bit¢hing about the price of milk at my precious metals B & M. I never hear gold being discussed at Kroger. I have a hunch milk goes to at least $4.25. WOOD (timber) is a play on rebounding housing starts that I think gets a foothold in 2012. It also pays nearly a 4% dividend.
Forever stamps @ $.44
Milk @ $3.57
WOOD $37.19 pays 3.95% dividend
gallon of milk pricing resourse
MJ
Fellas, leave the tight pants to the ladies. If I can count the coins in your pockets you better use them to call a tailor. Stay thirsty my friends......
How should we handle dividends? Add in a 'cash' line item or reinvest at the then-current price?
<< <i>How should we handle dividends? >>
Simplest thing is to just look at begining year value and year end value of the asset with no trading, dividends in between. To compensate for splits you will have to use an end of year chart for begining of year and ending of year value. End of year chart should factor in splits when looking at both prices from the same chart. I wouldn't be concerned with number of shares/ounces etc.; I would just calculate percentage gain/loss based on the 1/1/12 price vs. the 12/31/12 price from a 12/31/12 chart. What I think you are really looking for is the asset with the highest percentage gain when comparing the begining year and ending year prices - keeps it simple.
<< <i>And MJ is going with "postage stamps" at 45 cents each?
They are only $0.44 right now. Rates go up later this month (I think) so he is guaranteed a positive return. Who knows? Maybe +2.3% will win this thing? >>
Unless the shut down USPS, buth maybe they will have greater collector value.
"Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey
I may even throw a few bucks at some of the picks (actually, already have
Liberty: Parent of Science & Industry
pcgs ms 63 2 1/2 libs at 700 +/-
Essex Property Trust at 140. 1-2 yrs
Sprint at 2.3, 3-5 years
_______________________________________
And it's tough to beat income producing Ag land right now.
I knew it would happen.
40% Platinum @ 1397/oz
20% Silver @ 27.86/oz
20% Copper @ 3.43/lb
Proud recipient of two "You Suck" awards
PZG
GPRO
GLW
SMP ----Standard Motor Products
STEC -----markets enterprise-class flash solid-state drives (SSDs)
I was just going by the suggestions in the OP about using the PCGS price guide. I am simply the scribe here, not the judge. We can work with whatever is agreed upon. I can edit your portfoilio so the ASEs are grouped together as one-third.
I am using metals 'ask' prices from this Kitco link and all figures, including stocks, were from close of business Friday 12/30/11.
Kitco - all metals (except copper)
I have been unavailable for a few days so I will add in the additional entries and repost later this evening.
Copper pricing is from the LME website using 2,200# per tonne.
I knew it would happen.
50% OIH
50% USO
I think it's nearly a forgone conclusion that we're going to invade, via NATO of course, either Iran or Syria next. As such I'll bet on oil as the peak performer of 2012.
Coin's for sale/trade.
Tom Pilitowski
US Rare Coin Investments
800-624-1870
The initial post (before it was edited) contained a Jan 1 entry deadline. As such, I did not include you in the spreadsheet but your choices will remain here in the thread for everyone to see.
<< <i>USO? Wow, that one killed me a while back when it failed to follow the price of oil. Hope you have better luck! >>
I'm not about to put a penny into it, but if I were speculating with house money I would bet on more war in the middle east this year. What little money I have is put into physical of course
<< <i>ModernCoin, The initial post (before it was edited) contained a Jan 1 entry deadline. As such, I did not include you in the spreadsheet but your choices will remain here in the thread for everyone to see. >>
Cool, thanks
Everyone should feel free to post additional picks in the body of the thread. To get "credit" at the end of the year, the post with the pick should remain unedited (no fair entering 2012's best perfomers to make it look like you picked them in advance!)
Liberty: Parent of Science & Industry