I am totally thrilled with the Broncos moves this year in the draft to trade up to a position where they could draft Jay Cutler. Hate to see my boy Bradlee from CSU move down to the 3 slot, but Jay could be the future of the team. And with that great pick, I introduce my current stock picks that I have been meaning to blog for two weeks…
I love these companies but they may turn out to totally suck in the long run. We’ll see but so far with them I have smashed market returns, my 401K returns, and my Chase IRA… stupid stockbrokers. Haha, just joking. Anyway…
I currently hold:
Cbeyond Communications (CBEY) - nearly transformational product offering for small businesses and obvious lateral thinkers. Management owns a bunch of stock in the company and have not yet sold a single share of it.
CTrip.com (CTRP) - Very similar to Expedia or Orbitz. Except, did I mention they are the leading online travel broker in China where currently 100 million of over 1.2 billion currently travel on leisure. Talk about growth potential… don’t overlook the balance sheet that is practically a work of art.
Blackboard Inc. (BBBB) - Far and away the market leader worldwide in online learning technologies. Great position (borderline legal monopoly) in a service that is going to do nothing but grow. Management is committed and the financial position is strong.
Middleby, Inc. (MIDD) - Superior financial position, differentiated product, and highly invested management. Warren Buffet loves boring industries (big insurance investor), what could be more boring than restraraunt equipment?
Buffalo Wild Wings (BWLD) - I hate the industry (restaraunts) but everyone I know was here for the final four! Great marketer, immaculate financials, and invested management.
That’s it, that’s the list. This is obviously very little detail but I say do your own research. I’m kinda dumb when it comes to this stuff.
Other stocks I am watching - Select Comfort, Volcom, Apple, Google, TransMontaigne, and Grupo Aeropotuario del Pacifico
I have a list I have accumulated of another 360 to look at, just gotta find the time… we’ll see if that happens.
March 16th, 2007 at 7:20 pm
[...] I’ll tell you what makes it especially hard for me. That is the fact I have consistently crushed market since January of 2005 (yes, some serious bragging there, I know). If you take a look at the stock picks I gave in this blog on May 9 of last year: http://www.zittiblog.com/archives/140 and again in this blog on September 2 of last year: http://www.zittiblog.com/archives/61 and then plot the buy price on those days into some tracking software you will find the following results as of today: [...]