I bought $BTU after reading your stellar Seeking Alpha article about the wicked coal stock! ❤ I was pretty freaked and thought it might be a downer and instant sell after reading the newest older gentleman's story??? He was bright plus well•informed and thought $BTU was a horrible play. It ROCKS and I'm totally grateful I read and believed your article first Mr. Hidden Rock.Happy Cha•Ching huh…(>‿◠)✌
I'm a hardcore growth investor so I felt mighty proud of myself finally buying my first value commodity play! Feel proud of yourself for convincing me to attempt something new.
Take good care of yourself and get out and Play•Hard this summer 'cause all of us deserve. ♫
Hey, thanks for update. We have similar investment styles so I follow you. Your BABA pick puzzles me a little given that you're looking for undervalued companies that can become potential multibaggers. MAC, CLF, and your oil picks fit that profile. But BABA and WFC do not. They can be undervalued but they're also $500+B and ~$200B companies.
Are you expecting them to double in a couple of years? I guess they can but law of large numbers says otherwise. Buying WFC is like buying AAPL or AMZN. Safe bets that don't have multibagger potential.
I can see MAC going back to up $60s within 3-4 years. That's about 40% return a year. You really think BABA or WFC do the same?
For WFC I'm playing with Jan 2023 call options which would be a double if WFC gets to $60 target.
MAC $60 target seems optimistic, I'm thinking more $25-$30.
For BABA, upside is not as high as oil/MAC/CLF but this is an incredibly high quality business that's growing quickly, selling for the market average P/E. Also diversifies me away from my other top picks which are mostly reflation plays (oil, metals, shipping, etc.)
Just saw this update, I didn't realize there was a whole blog. Fantastic!
I bought $BTU after reading your stellar Seeking Alpha article about the wicked coal stock! ❤ I was pretty freaked and thought it might be a downer and instant sell after reading the newest older gentleman's story??? He was bright plus well•informed and thought $BTU was a horrible play. It ROCKS and I'm totally grateful I read and believed your article first Mr. Hidden Rock.Happy Cha•Ching huh…(>‿◠)✌
I'm a hardcore growth investor so I felt mighty proud of myself finally buying my first value commodity play! Feel proud of yourself for convincing me to attempt something new.
Take good care of yourself and get out and Play•Hard this summer 'cause all of us deserve. ♫
I like seeing other's portfolios, great post!
Great find on $ADES. That is one compelling financial situation. It's appreciated to about $7 now... still worth jumping in IMO.
Yes ADES is a keeper
Hey, thanks for update. We have similar investment styles so I follow you. Your BABA pick puzzles me a little given that you're looking for undervalued companies that can become potential multibaggers. MAC, CLF, and your oil picks fit that profile. But BABA and WFC do not. They can be undervalued but they're also $500+B and ~$200B companies.
Are you expecting them to double in a couple of years? I guess they can but law of large numbers says otherwise. Buying WFC is like buying AAPL or AMZN. Safe bets that don't have multibagger potential.
I can see MAC going back to up $60s within 3-4 years. That's about 40% return a year. You really think BABA or WFC do the same?
For WFC I'm playing with Jan 2023 call options which would be a double if WFC gets to $60 target.
MAC $60 target seems optimistic, I'm thinking more $25-$30.
For BABA, upside is not as high as oil/MAC/CLF but this is an incredibly high quality business that's growing quickly, selling for the market average P/E. Also diversifies me away from my other top picks which are mostly reflation plays (oil, metals, shipping, etc.)