Tuesday, April 19, 2011

Portfolio Move - Adding Positions and a Candidate

I subscribe to one the Motley Fool newsletters so I can't claim the pick are my own.  As it is a subscription service, much of the data or analysis is not for public consumption.  I pay for the service and The Motley Fool issues stock and financial advice in return.  Given those circumstances, I will disclose very little other than say where my source for the stocks I'm purchasing are from.

I'm rating an immediate buy for Ameresco (NYSE: AMRC).  Ameresco is an energy services company.  I'll post a better description in a few days.  I don't want to publish results from the newsletter.  Instead I'll do my own synopsis. It's currently priced around $15 per stub.  There is a lot of potential for returns and it's a recent IPO.  More details coming soon.

Chinese web portal Sina is slow accumulation stock.  I plan on purchasing slowly over a period of time until I have a what I consider a full position in my portfolio.   

Watch List stocks: TTM Technologies (TTMI), Titanium Metals (TIE), Vodafone (VOD)

Vodafone will be an official candidate for the ThunderCougarFalconBird Fund pending research and due diligence.  I plan on presenting my research on this blog and making a decision on whether or not to add VOD to the Fund.

Finally, due to stock appreciation, I already own more than a full position in Dolby.  As of this post, I'm up 35% on my original investment.  Sometimes the best investment is a stock you already own.  So I'm considering adding to my Dolby holdings.