If you've been joining our twice-a-week get-togethers over at Strategic Tech Investor, you know that I'm a focused and disciplined investor - and that I ignore fads and refuse to chase "hot tips."
I'm also very price-sensitive: Although I'm hunting for stocks capable of delivering "moonshot" price gains, I won't pay a penny more than my charts or "black box" system tells me they're worth.
To enforce that discipline - and to help pass along to you all that I've learned through the years - I developed the set of five rules that we talk about here each week.
But one of my best tools is also one of my simplest. It's a roster of companies whose stocks I'd someday like to own, but that don't currently meet my stringent criteria.
I call it my "Watch List."
And through the years, this simple shopping list for stocks has ended up delivering some of my all-time biggest winners...
When Patience Can Double Your MoneyThe sell-off after the credit crisis of 2008-2009 was the biggest bear market since the Great Depression.
10 Best Penny Stocks To Invest In Right Now: Brocade Communications Systems Inc.(BRCD)
Brocade Communications Systems, Inc. supplies networking equipment comprising end-to-end Internet protocol based Ethernet and storage area networking solutions. Its Data Storage segment provides infrastructure products and solutions, including directors, switches, routers, fabric-based software applications, distance/extension products, management applications, and utilities to centralize data management; and host bus adapters, converged network adapters, mezzanine cards, and switch modules for bladed servers. The company?s Ethernet Products segment offers Open Systems Interconnection Reference Model (OSI) Layer 2-3 switches and routers, which enable the use of bandwidth-intensive network business applications and digital entertainment on local area networks and wide area networks; and OSI Layer 4?7 switches that allow enterprises and service providers to build network infrastructures to direct the flow of traffic, and file area network products and associated management s olutions. The company?s Global Services segment provides break/fix maintenance, extended warranty, installation, consulting, network management, and related software maintenance and support services; consulting and support services that assist customers in designing, implementing, deploying, and managing networking solutions; and post-contract customer support and extended warranties. It serves various businesses and organizations, which include global enterprises and service providers, such as telecommunication firms, cable operators, and mobile carriers. The company has a strategic partnership with LG-Ericsson. It offers its products and services to end-user customers directly, and through various distribution partners comprising original equipment manufacturers, distributors, systems integrators, and value-added resellers in the United States, western Europe, Japan, and the greater Asia Pacific region. The company was founded in 1995 and is headquartered in San Jose, Cali fornia.
Advisors' Opinion:- [By Lauren Pollock]
Brocade Communications Systems Inc.'s(BRCD) fiscal fourth-quarter earnings rose 19% as stronger margins and decreased costs offset lower revenue for the maker of data and storage-network products. Adjusted profit for the period exceeded the company’s expectations, sending shares up 5.3% to $8.52 premarket.
- [By Selena Maranjian]
The biggest new holdings are McGraw-Hill Financial�and industrial machinery specialist Gardner Denver. Other new holdings of interest include Kodiak Oil & Gas (NYSE: KOG ) and Brocade Communications Systems (NASDAQ: BRCD ) . Kodiak recently bought 42,000 acres in the productive Bakken region, upping its assets there by 27%, and adding thousands of new barrels of oil to its production levels. Bulls love Kodiak's rapid growth and see more room to grow. Bears worry that it might be too focused on the Bakken and not sufficiently diversified.
10 Best Penny Stocks To Invest In Right Now: Archer-Daniels-Midland Company(ADM)
Archer Daniels Midland Company procures, transports, stores, processes, and merchandises agricultural commodities and products in the United States and internationally. It operates in three segments: Oilseeds Processing, Corn Processing, and Agricultural Services. The Oilseeds Processing segment engages in originating, merchandising, crushing, and processing oilseeds, such as soybeans, cottonseed, sunflower seeds, canola, rapeseed, peanuts, flaxseed, and palm into vegetable oils and protein meals. This segment also produces edible soy protein products, including soy flour, soy grits, soy protein concentrates, soy isoflavones, and soy isolates that are used in processed meats, baked foods, nutritional products, snacks, and dairy and meat analogs. The Corn Processing segment involves in corn wet milling and dry milling activities; and produces alcohol, amino acids, and other specialty food and animal feed ingredients, as well as ethyl alcohol. This segment also produces citr ic and lactic acids, lactates, sorbitol, xanthan gum, and glycols that are used in various food and industrial products, as well as astaxanthin, a product used in aquaculture to enhance flesh coloration. The Agricultural Services segment buys, stores, cleans, and transports agricultural commodities, such as oilseeds, corn, wheat, milo, oats, rice, and barley, as well as resells these commodities as food and feed ingredients for the agricultural processing industry. This segment also processes and distributes edible beans, formula feeds, and animal health and nutrition products. In addition, the company engages in milling wheat, corn, and milo into flour, as well as produces bakery products and mixes, wheat starch, gluten, and cocoa products that are sold to the baking industry; and involves in financial activities related to private equity fund investments, and futures commission merchant activities. Archer Daniels Midland Company was founded in 1898 and is based in Decatur, Illinois.
Advisors' Opinion:- [By Paul Ausick]
Ethanol producers like Pacific Ethanol Inc. (NASDAQ: PEIX), The Andersons Inc. (NASDAQ: ANDE) and Archer Daniels Midland Co. (NYSE: ADM), as well as other members of the trade group Renewable Fuels Association (RFA), are mightily displeased by this EPA proposal. Refiner and ethanol producer Valero Corp. (NYSE: VLO), which is not a member of the trade group, has been among the loudest critics of the higher blending requirements.
- [By Dimitra DeFotis]
Archer Daniels Midland (ADM) stock is down 1.2% premarket. The Australian government is blocking its proposed $2.7 billion acquisition of Aussie grain processor Grain Corp (GNC.Australia). More in the Wall Street Journal here.
Hot Safest Stocks To Own Right Now: Tele Norte Leste Participacoes S.A.(TNE)
Tele Norte Leste Participacoes S.A. provides integrated telecommunication services in Brazil. It operates in three segments: Fixed-Line Services, Mobile Services, and Other. The Fixed-Line Services segment offers local fixed-line, long-distance, and fixed-line data transmission services, as well as interconnections to its fixed-line network. The Mobile Services segment provides mobile services, including voice, mobile data communications, and other value-added services, as well as interconnections to its mobile network. The Other segment offers pay television, Internet service provider, Internet portal, mobile phone payment system, and call center services. The company also offers data transmission services comprising broadband access. It serves residential customers, governmental agencies, and small, medium, and large companies. The company was founded in 1972 and is headquartered in Rio de Janeiro, Brazil. Tele Norte Leste Participacoes S.A. is a subsidiary of Telemar Pa rticipacoes S.A.
10 Best Penny Stocks To Invest In Right Now: Pericom Semiconductor Corporation(PSEM)
Pericom Semiconductor Corporation designs, develops, manufactures, and markets high performance digital, analog, and mixed-signal integrated circuits (ICs) and frequency control products (FCPs) used in electronic systems worldwide. The company?s products are used for the transfer, routing, and timing of digital and analog signals within and between computer, networking, data communications, and telecommunication systems. It offers SiliconConnect family products, including PCI and PCI-X bridges, PCI Express Bridges and packet switches, drivers, receivers, and transceivers, as well as low-voltage differential signaling products; SiliconSwitch family products comprising application-specific standard product switches, analog switches, and digital switches; SiliconInterface family products consisting of redrivers/signal conditioners, universal level shifters, lower balanced drives, application specific logic functions, 3.3-volt interface logic products, 5-volt FCT logic product s, and gates; and SiliconClock family products, such as clock buffers and zero-delay clock drivers, voltage controlled crystal oscillators, clock frequency synthesizers, and programmable clocks. The company?s FCPs include crystals that resonate at a frequency; and crystal oscillators used in various electronic devices. Its ICs and FCPs are used in various applications, such as notebook computers, servers, network switches and routers, storage area networks, digital TVs, cell phones, GPS, and digital media players. The company markets and distributes its products through a network of independent sales representatives and distributors to original equipment manufacturers and contract manufacturers in the computer, peripherals, networking, and telecommunications markets, as well as to end-user customers. Pericom Semiconductor Corporation was founded in 1990 and is headquartered in San Jose, California.
10 Best Penny Stocks To Invest In Right Now: America First Tax Exempt Investors L.P.(ATAX)
America First Tax Exempt Investors, L.P. engages in acquiring, holding, selling, and dealing with a portfolio of federally tax-exempt mortgage revenue bonds. As of March 31, 2011, it held 20 tax-exempt mortgage bonds secured by 20 multifamily apartment properties containing a total of 3,606 rental units. America First Capital Associates Limited Partnership Two serves as the general partner of the company. The company was founded in 1998 and is based in Omaha, Nebraska.
10 Best Penny Stocks To Invest In Right Now: Resource Capital Corp.(RSO)
Resource Capital Corp. operates as a specialty finance company that focuses primarily on commercial real estate and commercial finance in the United States. The company?s commercial real estate-related investments include first mortgage loans, first priority interests in first mortgage real estate loans, subordinate interests in first mortgage real estate loans, mezzanine loans, and commercial mortgage-backed securities. It also invests in commercial finance assets, including senior secured corporate loans, other asset-backed securities, equipment leases and notes, trust preferred securities, and debt tranches of collateralized debt and loan obligations. The company qualifies as a real estate investment trust (REIT) for federal income tax purposes. As a REIT, it is not subject to federal corporate income tax to the extent that it distributes 90% of its REIT taxable income. The company was founded in 2005 and is based in New York, New York.
Advisors' Opinion:- [By Wallace Witkowski]
Shares of Resource Capital Corp. (RSO) �declined 3.8% to $5.82 in moderate volume after the real-estate investment trust said it would launch a $100 million offering in notes due 2018.
- [By Eric Volkman]
Resource Capital (NYSE: RSO ) is dipping into its coffers for another shareholder payout. The company has declared a dividend for its current quarter of $0.20 per share, which is to be paid on July 26 to shareholders of record as of June 28. That amount matches each of the company's previous five distributions, the most recent of which was paid in late April. Before that, Resource Capital was more generous, dispensing $0.25 per share.
10 Best Penny Stocks To Invest In Right Now: S1 Corporation(SONE)
S1 Corporation provides payments and financial services software solutions in the United States and internationally. The company operates in three segments: Banking: Payments, Banking: Large Financial Institution (FI), and Community Financial Institution (FI). The Payments segment provides ATM and retail point-of-sale driving, card management, and merchant acquiring solutions to financial institutions, retailers, and transaction processors of various sizes globally. The Banking: Large FI segment offers consumer banking, small business and corporate online banking, trade finance, and mobile banking solutions to large banks globally; branch and call center banking solutions to large banks outside of the United States; and software, custom software development, hosting, and other services to State Farm Mutual Automobile Insurance Company. The Banking: Community FI segment provides consumer and small business online banking, mobile banking, voice banking, and branch and call c enter banking solutions to community and regional banks, and credit unions in the United States. The company also provides various professional services, such as project management, implementation, custom software development, integration, educational, and Web design services; and customer support services. In addition, it offers hosting services comprising systems outsourcing, data center hosting, and operational management and control across a range of personal, small business and corporate Internet banking, mobile, voice, and payment processing applications. The company primarily serves banks, credit unions, retailers, and transaction processors. S1 Corporation was founded in 1934 and is headquartered in Norcross, Georgia.
10 Best Penny Stocks To Invest In Right Now: Gentiva Health Services Inc.(GTIV)
Gentiva Health Services, Inc. provides home health services and hospice care in the United States. The company offers skilled nursing and therapy services, paraprofessional nursing services, and homemaker services primarily to adult and elderly patients through licensed and Medicare-certified agencies. It also provides its services through specialty programs comprising Gentiva Orthopedics, which offers individualized home orthopedic rehabilitation services to patients recovering from joint replacement or other major orthopedic surgery; Gentiva Safe Strides that provides therapies for patients with balance issues; and Gentiva Cardiopulmonary, which helps patients and their physicians manage heart and lung health in a home-based environment. In addition, the company offers services through Gentiva Neurorehabilitation, which helps patients who have experienced a neurological injury or condition by removing the obstacles to healing in the patient?s home; Gentiva Senior Health that addresses the needs of patients with age-related diseases and issues; and Rehab Without Walls unit, which provides neurorehabilitation therapies for patients with traumatic brain injury, cerebrovascular accident injury, and acquired brain injury. Further, it offers consulting services to home health agencies, which include operational support, billing and collection activities, and on-site agency support and consulting. Additionally, the company provides hospice services primarily in the patient?s home or other residence, such as an assisted living residence or nursing home, as well as in a hospital. Gentiva Health Services, Inc. was founded in 1999 and is headquartered in Atlanta, Georgia.
Advisors' Opinion:- [By James E. Brumley]
Truth be told, it's not clear if SK3 Group Inc. (OTCMKTS:SKTO) is best described when compared to a name like Cerner Corporation (NASDAQ:CERN), or to a Gentiva Health Services, Inc. (NASDAQ:GTIV). The company's got elements of both major industries being represented by CERN and GTIV (home health care, and information technology), with the addition of another budding industry thrown into the mix. One thing IS clear though... SKTO shares have decidedly reversed a nasty downtrend, and may now be one of the market's best small cap healthcare speculative trades.
- [By Sean Williams]
Last week, we saw home-health sector stocks like Amedisys (NASDAQ: AMED ) and Gentiva Health Solutions (NASDAQ: GTIV ) get clobbered because the Centers for Medicare and Medicaid Services recommended a 1.5% reduction in Medicare reimbursements each year between 2014 and 2017. With Amedisys and Gentiva reliant on Medicare for more than 80% and 90% of their revenue, respectively, it could put hospitals that rely on government reimbursements in a growth bind.�
- [By Sean Williams]
What: Shares of home health providers Amedisys (NASDAQ: AMED ) , Gentiva Health Services (NASDAQ: GTIV ) , and�LHC Group (NASDAQ: LHCG ) �swooned as much as 28%, 20%, and 15%, respectively, following a public proposal by the Centers for Medicare and Medicaid Services, or CMS, late yesterday that in-home health care reimbursements be cut by 1.5% in 2014.
- [By Keith Speights]
Medicare mayhem
Unwelcome news from Medicare last week sent home health provider stocks reeling at the end of last week. The aftermath continued into the first week of July, particularly for Gentiva Health Services (NASDAQ: GTIV ) . Gentiva's shares dropped almost 11% this week after falling by roughly the same amount last Friday.
10 Best Penny Stocks To Invest In Right Now: The Cushing MLP Total Return Fund(SRV)
Cushing MLP Total Return Fund is a closed-end mutual fund launched by Swank Capital, LLC. The fund is managed by Swank Energy Income Advisors L.P. It invests in the public equity and fixed income markets across the globe with a focus in United States. The fund typically invests in MLPs, Other Natural Resource Companies, and global commodities. It primarily invests in the securities of MLPs, other equity securities, debt securities, and securities of non-U.S. issuers employing a fundamental analysis. Cushing MLP Total Return Fund was formed on May 23, 2007 and is domiciled in Dallas.
10 Best Penny Stocks To Invest In Right Now: SORL Auto Parts Inc.(SORL)
SORL Auto Parts, Inc., through its principal operating subsidiary, Ruili Group Ruian Auto Parts Co., Ltd., engages in the development, manufacture, and distribution of automotive brake systems and other safety related auto parts for commercial vehicles, such as trucks and buses. The company, through its 90% ownership in Ruili Group Ruian Auto Parts Co., Ltd., a Sino-foreign joint venture, offers various products, including spring brake chamber, clutch servos, air dryers, relay valves, and hand brake valves. It also provides auto metering products, auto electric products, anti-lock brake systems, retarders, hydraulic brakes, and power steering products. SORL Auto Parts, Inc. markets its products under the SORL brand to automotive original equipment manufacturers and the related aftermarket customers in the People?s Republic of China and internationally. The company was founded in 2003 and is headquartered in Ruian City, the People?s Republic of China.
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