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Investment Tips: Capstone Turbine and Click Commerce - Still Cheap and Shooting Up!
posted Friday, 11 November 2005
A few days ago I recommended Captsone Turbine (CPST) and Click Commerce (CKCM) as good investment opportunities. Today they both shot up: 26% for CPST, and 10% for CKCM. There are excellent stories behind these stocks - good technology, competitive moats, lots of earnings and growth potential, and they are still quite cheap after coming down hard earlier this year. If I were Cramer, I'd be shouting BUY, BUY, BUY! But I'm also nervous about the economy, so I still recommend keeping a good chunk of your resources gold, silver, or cash (money market, CDs, some bonds). But if you have money to risk on the stock market, I suggest you look at CPST and CKCM. For the biotech/pharma area, I think CELG is going to spike up soon - but at a P/E around 100, there is risk. A pharmaceutical with a great pipeline, strong sales, potential for big news soon, and a low P/E of about 12 is Sanofi-Aventis (SNY), which I highly recommend. It even pays a reasonable dividend. It came down earlier this year, and appears to be heading up with lots of growth potential.
For international bonds to take advantage of the weakness of the dollar, consider a couple of mutual funds: BEGBX and OIBAX.
If you are a fan of Investors Business Daily and understand the power of the CANSLIM approach but don't have time to do all the research and tracking of stocks, let me recommend a new mutual fund that is based on CANSLIM, licensing the approach from Investors Business Daily. The fund is the CANSLIM Select Growth Fund (CSSGX) - and it's so new that it may not be listed on some services. To invest, you have to contact them directly. Get information at http://www.dhcm.com/MFcanslim.htm. One warning: they invest in small to midcap companies that are likely to have continued strong growth, but when the market spooks, they can drop faster than the marker. In other words, they are more volatile - but awesome for a bull market, and I think we're in one for the next few months.
For gold mining stocks, consider Goldcorp (GG). For silver, I recommend Silver Wheaton (SLW) and Apex Mines (SIL) - companies making money from silver.
For international bonds to take advantage of the weakness of the dollar, consider a couple of mutual funds: BEGBX and OIBAX.
If you are a fan of Investors Business Daily and understand the power of the CANSLIM approach but don't have time to do all the research and tracking of stocks, let me recommend a new mutual fund that is based on CANSLIM, licensing the approach from Investors Business Daily. The fund is the CANSLIM Select Growth Fund (CSSGX) - and it's so new that it may not be listed on some services. To invest, you have to contact them directly. Get information at http://www.dhcm.com/MFcanslim.htm. One warning: they invest in small to midcap companies that are likely to have continued strong growth, but when the market spooks, they can drop faster than the marker. In other words, they are more volatile - but awesome for a bull market, and I think we're in one for the next few months.
For gold mining stocks, consider Goldcorp (GG). For silver, I recommend Silver Wheaton (SLW) and Apex Mines (SIL) - companies making money from silver.
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