Stocks Stocks Stocks

Tuesday, June 12, 2007

I've decided that I need to get back to managing my portfolio. I'm going to make a couple big purchases. The stocks I'm thinking about right now are:

RS Reliance Steel and Aluminum
Aggressive Growth – Reliance Steel & Aluminum Co. (NYSE: RS)
DIS Disney
SIL Apex Silver Mines Ltd.
IMMU Immunomedics
CXW Corrections Corporation of America
ECA EnCanda- Canadian Oil company
TIF Tiffany's Diamond
NBR Nabors Industries LTD
SNG Canadian Superior Energy 3.40 they are drilling in Trinidad

I'm very interested in Water treatment and resource companies. Here are are few I am looking at
H20 A Canadian Company- I think Canada has a lot of clean water...
WTS Watts Water Technology
CCC Calagon Carbon Corporation

Here's some research that I've found.

I think SIL is a definite buy...I'll dwell on the rest.

Dan



NXY Nexen- oil sands and energy company, but...it has dropped 43% in the last 6 months or so..it has an upside...kind of.

Reliance Steel & Aluminum Co. reported record first-quarter earnings of $1.46 per share, up from $1.07 per share for the prior-year period and 16 cents above analyst expectations. Revenues rose 86% to $1.84 billion. As testament to the company’s consistent earnings momentum, Reliance has surpassed analysts’ expectations for 13 consecutive quarters. Reliance Steel’s earnings are estimated to grow 19% over the next five years, above the industry average of 14%.

DIS Disney- because of the Steve Job Halo effect plus they own ABC

I want to find a company comparable to Harmar- a wheelchair lift company. (I'm betting on old people.)

Corrections Corporation of America is an owner and operator of privatized correctional and detention facilities, and a prison operator in the United States. As of February 27, 2007, the Company operated 64 correctional, detention and juvenile facilities, including 40 facilities that it owns, with a total design capacity of approximately 72,000 beds in 19 states and the District of Columbia. It also owns three additional correctional facilities that it leases to third-party operators. In addition to providing the fundamental residential services relating to inmates, its facilities offer a variety of rehabilitation and educational programs, including basic education, religious services, life skills and employment training, and substance abuse treatment. It also provides healthcare, food services, and work and recreational programs. The Company also provides prisoner transportation services for governmental agencies through its wholly owned subsidiary, TransCor America, LLC.
SIL Apex Silver Mines Ltd. (SIL.A: Quote, Profile, Research swung to a first-quarter preliminary net income from a loss in the the same period a year ago.

Including a $108.3 million gain on mark-to-market derivatives, the silver miner reported a profit of $112 million or $1.91 per share in the latest first quarter. (Reporting by Swagata Gupta in Bangalore)

Biotech drug developer Immunomedics Inc. said Monday more than half of the cancer patients enrolled in an early- to mid-stage clinical trial responded to its radioactive cancer drug.

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