Case Study…Stock Nirvana..Watch the Winners

Posted by Howard
on December 6th, 2007

Here are my Nirvana stocks…what are they doing well. What do they have in common.

Apple – Open Field

Chipotles (another sweet all-time high – the perfect delivery of a good food in a growing demographic)

Google (No position)

Baidu (No position)

RICK’s (Boobs, no evaluation needed, Been selling)

ESRX (Scam so it’s easy, Long)

AUXL (sex creams, duh)

QDEL (Fear and Viruses…Likely a wild one over time as in the past)

AMZN (Deep Knowldege of everything, scaling and tentacles with data)

LIFC (long, risky and no idea and could be fleeting)

GOLD – Policy

Adobe -(dominant, embedded in business and entertainment culture of the web)

ORA – Alternative energy play with earnings

WFR – Same as above

Solar – Hot theme…hold your nose and ride it

China – SAME :)

CME – Legal Bookies and skimmers – THE HOUSE

IBKR – Skimmmmmm

Dolby – Long. Complete monopoly and license fees. Huge Margins. Should own more and this one bugs me for not being in heavy

RIMM – Focus and Addiciton and a perfect product

Mastercard (MA) – Skimming with no risk. No position, should have bought on weakness when I last wrote about it.

All these stocks were overvalued 100 percent ago and in some cases 300 percent ago. All could have easily been sold for a myriad of reasons but none have violated the reasons and catalyst for first buying them.

I own many more winners that I don’t think hold the mustard of this grpup because of the dominance these really hold in pricing, distribution, execution and open field opportunity (context)

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