The stocks that I'm nuts about!

[blindsquirrel]

It was a great quarter for my POTY stock and for lasers in general (IPGP): https://globenewswire.com/news-relea...l-Results.html

[blindsquirrel]

MIDD announces good earnings so of course the price plunges 5% this morning (that's sarcasm in case you missed it). I believe this dip will be short-lived.

https://uk.news.yahoo.com/middleby-t...090250427.html

[blindsquirrel]

I'm watching OZRK with interest at this $47 price level. I think this is about the only area you could call support between here and where I'd like to go long below $40. I'm all cash and don't really care for the current market conditions, but I love this company and think it would be irresistible at $40 or below.

OZRK still a great company and worth over $100 per share according to me but still trading sideways at this level with little support below it. I'm hoping for a slow summer with news that triggers a sell of below $40 at which point I'd buy all I could get.

[blindsquirrel]

IPGP banging out some 52 week highs today at $142.23. I think it could go over $200. I like the January entry earlier this year at $114 for my "Pick of the Year" stock. It may end up popping up on MM's scan this summer...

[blindsquirrel]

I am no options guru, but I am tempted by some May 19, $125 calls on UTHR after that drop it had yesterday.

Glad I didn't do anything here, this move would have been a stinker!

[blindsquirrel]

OZRK showing unusual volume this morning. I think I understand this article as essentially saying they have released more shares into the market, diluting some (please correct me if I'm wrong on this one): http://www.businesswire.com/news/hom...g-Common-Stock

[Louetta]

OZRK showing unusual volume this morning. I think I understand this article as essentially saying they have released more shares into the market, diluting some (please correct me if I'm wrong on this one): http://www.businesswire.com/news/hom...g-Common-Stock

Looks like you are correct. The value of the new shares, about $350 million, is about 7% of the market cap of $5.6 billion. So whereas the stock was down less than 2% looks like people aren't that concerned. In fact the stock was up at 3:40PM. Mayhap folks figure they will put the money to good use.

[blindsquirrel]

Updated Watch List: I've removed a few. I am waiting for some blood in the water before I buy again. All cash at the moment.

MIDD
IPGP (my pick of the year entry)
OZRK - I really like this company and believe they are strong with a good future. I'd buy if price gets below $40 (it may this Summer)
HOMB - A new one on my list. Another regional bank from my part of the country. I don't like them as much as I like OZRK, but I think their stock is priced pretty low at the moment at $23.41. I think it could be above $30 inside of 12 months.

[blindsquirrel]

I'm not sure what's behind the move, but both OZRK and HOMB are up 4% or more today. Could just be a price correction on a positive day for financial stocks in general - I do believe both of these are worth a lot more than they are currently trading at. It does throw a wrench into my plan to buy OZRK sub-$40!

[blindsquirrel]

News on MIDD (buys CVP Systems). It is at a pretty low price right now. I am really tempted at these levels.

https://www.streetinsider.com/Corpor.../13063632.html