Case Study…Stock Nirvana..Watch the Winners

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  • 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)

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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