GREY:STTYF - Post by User
Comment by
jsbarnbyon Apr 16, 2013 8:04am
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Post# 21257989
RE: RE: RE: RE: RE: RE: RE: bad timing
RE: RE: RE: RE: RE: RE: RE: bad timing Hang in there Elmo. We will come through this craze someday. As I have mentioned before SND and SSL are the perfect stocks to hold to get commodity exposure but I have found a lot of other great stocks. Some holdings that I have include:
CSU - Unbelievably profitable technology company. 4% dividend. Nobody has heard of these guys (they are kind of the opposite of Sandstorm in that regard).
PLB - Great conservative stock. PLB is like SND/SSL in the pharma space as they buy small niche drugs and bring them to market. Sitting on a lot of cash, buying back 10% of their shares and 10% insider ownership.
HLF - Quite cheap. I could see $45 if you take a P/E of 15 on $3.00 earnings.