Fight FiOS With Fire

In Q3 of 2009, Comcast was on the table and we collectively opted against it. On 10/1/09, it was reported on TM.com that Comcast had struck a content-sharing deal with GE to distribute programming online and on mobile devices using one another's products and technologies. It's been nearly nine months of investigating and another major antitrust approval came through today in favor of the in the agreement.

Although the majority of TM board members are on the FiOS wagon, Comcast's Xfinity push and their continued reach into other media has brought them up 8% in 2 months and nearly 30% since we considered holding the company. A P/E of 14.7, 107k employees, nearly $2b in free cash and a price tag of under $20/s makes this an attractive play in the broadcast television sector.

Clean up on isle 5....

My pick for this qtr is Shaw Group (SHAW). They are a multi-disipline engineering firm with a fairly large market share in the oil clean-up jobs in the Gulf Coast. They are trading around 35 right now. I think they will see a spike in revenue due the gulf coast clean-up effort which will easily extend into the next year and probably beyond. They are a very large company with work in a variety of diciplines so if one sector takes a hit, they hopefully won't be hit too hard.

Intel inside

My pick is intel. We all know what they do... Provide chips for the most popular computers and appliances in the world.

Intel is a play on the economic recovery much like Dell was. Having recently reported great numbers, intel has proved they are a powerhouse. Intel currently is trading in the low 20's, and would be a safe long term play for our portfolio. They are time tested and at the top of their class. Despite competition in the ,market intel has consistently persevered.

I am transferring my dues right now, see you all on sat.

Who got snaps on the Petro

My pick this quarter is Abraxas Petroleum Corp, aka axas. They are an energy company that is mainly in business for the development and production of oil and natural gas. In march, they sold off assets that gave them the ability to cut its debt in half and boost its its capital program by 50%. I think this is why the stock took a big jump in march. The company has identified another group of assets that is twice as large as the last selloff, which it will sell in a similar fashion. This is what caught my eye early last month, and also why i think the stock will rise again in the short term. The current liabilities are 185M while their assests are worth 178M, meaning this could be a good time to get in with them before they have more assests than liabilities.

I think the oil market is a good play and this allows us to get into the market without spending over $60 per share. I think natural gas will take the torch from oil and take over as the main source of energy. I have a few reasons , but the two major ones are the abundance of natty gas in North America and the fact it burns cleaner.

The stock is at about $3/share. I would think stock would be good for a short term move. I would think we can buy it between $2.80-$3.15 and should sell it once it hits $5, maybe $6. I think we could see the stock double in the within the next 12 months. I suspect the economy will begin to make a strong turning point in 2011.

my pick Cooper Tire and Rubber

Hey guys. My pick for this quarter is Cooper Tire and Rubber. (CTB) I have been looking at this stock for a few weeks now and from everything I have read it is a very solid company with good financials and a great business plan. Also, the automobile industry is poised to very well in the next few years. Right now most people are bullish on it and have given it a buy recommendation. It is trading at $21.33 as of this morning. I have a copy of there 2009 financial statement which gives you a great idea of the companies goals and what they think the future holds for them. I will send that in an email because its kind of long.

Will the markets fall back to the March of 2009 days?

http://finance.yahoo.com/news/8-Problems-That-Could-Trigger-usnews-2034065513.html?x=0

something to consider when selecting an investment for our next quarter