Archive for the ‘Stock Picks’ Category

KCAP & TCAP

Tuesday, April 13th, 2010

Some small cap stocks I’m considering are TCAP and KCAP. I see these microcap stocks as high growth potential with a good dividend yield. As long as you make above inflation, it’s better than putting your money in a bank.

TCAP (Triangle Capital Corporation). Their dividend yield is 10.78%, EPS is 0.27, the market cap is only 181.64M and their PE Ratio is 56.19.  Assets have nearly doubled each year since 2005.

KCAP (Kohlberg Capital Corp.)  Their dividend yield is 12.12% . EPS and PE Ratio are not known.  Market cap is only 122.50M. Assets have increased since 2006, but recently they’re hit a rough patch. However, the growth potential is favorable. If management does their job, the dividend yield should increase by atleast 18% in the next year. That will provide you an excellent return on your investment ontop of increase in shares.

They’re worth researching more..

High Dividend Paying Stocks

Monday, April 12th, 2010

These stocks have had massive dividend yields, and I’m assuming they will in the future. They’re so cheap that even a few hundred bucks could turn into a few thousand easily.

The Shippers DAC and OCNF are will positioned to regain their share prices as they post higher profits and start issueing dividends again.

Banking stocks, like CACB may be near bankrupt, but if it survives, it will pay you a huge reward.

Investment stocks CT, ACAS, and KCAP pay massive dividends. I’m assuming they will resume. ACAS is less attractive in my opinion because of the lack of revenue growth.

The stock NICK is overlooked because it’s small cap. They’re consitently growing, making money and expanding their business. It is a good bet for a small cap stock that pays a good dividend that may increase 5-10 fold. Oh, and remember, small cap stocks always outperform large cap stocks because they are overlooked.

After Peak Oil

Saturday, March 20th, 2010

Peak Oil is Here! The oil bubble has burst and the US reserves in Alaska and the gulf will last less than 10 years at current production rates.  Mexico pumped nitrogen in their oil fields to salvage them. Dubai is out of oil. What is happening?  It is plausible to think that OPEC countries are claiming more reserves than they have to gain bargaining power on the world stage. Let’s face it, oil reserves are in decline worldwide.

But that’s not all. China and India are consuming more and more oil each day, likely to eventually surpass the United States.  Global electricity consumption will double in the next 25 years

What’s the alternatives?

- Biomass
- Wind, Solar, Tidal, Geothermal.
- Coal
- Natural Gas
- Ethanol From Plants
- Nuclear

In the short term, Coal will likely become the dominate fuel. The United States has the largest coal reserves in the world and will likely use the coal to make gasoline and other fuel. Natural Gas will continue to be a strong player, but it is relatively difficult to turn methane into gasoline.

Most ethanol in the world comes from oil. It is unlikely that ethanol from plants will be nearly as cost effective.

Solar costs a lot and requires a lot of factory smoke to produce those solar cells, so solar is out. Wind is intermittent
and is costly to maintain. Do you think environmentalists will let geothermal plants to be built on volcanoes? probably not.

That leaves coal and nuclear energy as the dominate providers of energy in the United States.

New Nuclear fission reactors, and thorium-based reactors with accelerator-based systems can operate at sub-criticality, reducing the saftey risk, should theoretically be attractive options. Fusion power may become viable in 20 years, depending on the sucesss of ITER.

Companies that will dominate these segments are usually not traded on the stock exchange, therefore our options are rather limited to these companies:

Nuclear Stocks: Cameco (CCJ), USEC (USU), General Electric (GE)

Coal: North American Coal (NC), Headwaters (HW), Rentech (RTK), National Coal (NCOC)

Stock Picks for Jan 19th

Tuesday, February 16th, 2010

When your investing in stocks there are some good tips to follow, for example, never invest in anything you don’t know about. Most of the time these will end up being big losers. Second big piece of advice is when when there is anxiety in the market don’t panic. Third, diversify! Stocks are risky! Don’t put all your eggs in one basket because that basket could break! When researching or finding stocks, it’s even more difficult. There are a variety of factors you should look at and there are thousands of companies to choose from. We have narrowed the list down. Some stocks are hard to predict, but there is a high probability it will grow, which are marked as “growth”, could grow a little or a 100-fold!

High Risk Stocks: TSN, BAC, CT, CACB, JMBA, ZLC, DAC, RVT, TUES, ACAS, FCAL, PNSN, RMCF, FTBK, KCAP, KEF, OCNF, QRCP, TGC, GE, MNDO, TSTR,  GNV

Growth Stocks: REXI, HWKN, NYB, IRS, BTM, TNDM, NICK, TF

Note: The author has long positions in CT, CACB, JMBA, ZLC, DAC, GOVX, RVT, TSTR, MNDO, QRCP!