"Time to jump into the fray and buy ourselves a speculative oil company that is in the Williston Basin targeting the Bakken Shale and Three Forks formations in North Dakota and Montana, symbol TPLM"

Dow Jones Industrial Average 16,947.08  (UP) Week ending 06-21-2014

If you are going to have to be paying $4.00 Per Gallon for gas and throw in an additional 12 cents a gallon in tax coming compliments of your USA government, you better have something going on to offset it in your budget plan.

Triangle Petroleum Corporation (NYSE Symbol, TPLM, $12.16) is a growth-oriented oil and gas exploration and development company with approximately 94,000 net acres in the Williston Basin targeting the Bakken Shale and Three Forks formations. 

When you buy this one, you are really getting three oil companies in one. TUSA is their exploration and production operations through their wholly-owned subsidiary, Triangle USA Petroleum Corporation. The next two are RockPile Energy Services, LLC, or RockPile, and Caliber Midstream Partners LP, or Caliber. RockPile is a wholly-owned oilfield services subsidiary and provides pressure pumping services.

TPLM, according to the NASDAQ website, has an incredible PEG ratio of 0.02. Triangle Petroleum has just exploded with new Revenue on its last three quarterly reports. The PE on the stock is 10.65. 

Earnings for 2015 are projected at .65 cents per share and for 2016,  .89 cents per share. The IBD earnings rating is 76. Earnings were up 71% last quarter year over year.

The one year 12 month trailing, (TTM), total return share appreciation on the stock is 70.07% and for 3 years is 100.35%.  So, this one has had a bit of a run already. 


There are 86 Million shares outstanding and, believe it or not, the largest shareholder is TIAA-CREF , the teachers' retirement pension fund. 

I consider this a good speculative pick right now because it has moved up from $7 dollars to $12 a share. So, buy in on a cost averaging basis a little at a time. I purchased 100 shares at $11.50, so I have made $66.00 to offset my cost in the rise in gasoline. That was a one week return!

This one is all about the Rapid Revenue growth. The price will jump around, (high beta), so only commit money in small increments so you can average in. 

Since you don't have time to run off to North Dakota to do your own wildcat oil drilling, you will best be served by buying in to some stock shares in the Triangle Petroleum Company.

Once again, this is a SPECULATIVE pick.

Have a great Sunday.

Freewilly

" For this next leg up in the bull market we are going to need some participation from the Financial Sector. Here are a couple of names that you might want to put in place for when that happens."

Dow Jones Industrial Average 16,776  (Down) Week ending 06-13-2014

I guess you are all glad that I am not going to write about another $80+ dollar stock again this week, like I did for the last two weeks. 

My thinking is that the next move up in the market is going to require some participation from the financial sector, which is normally a sector that is front and center in any substantial bull market move up. So, I picked out two community regional savings banks which should do well, should this financial sector start to shine and finally make its ascent.

New York Community Bank (Symbol NYCB, $15.82) is the first of the savings bank stocks that I like. NYCB has a 1 Year TTM total return of 19.58%. It currently pays out a 6.32% dividend. It conducts banking business in New York, New Jersey, Florida, Ohio and Arizona.

New York Community Bank generated $7.48 Billion in Operating income. The company has a Return on Equity of 8.3% and I could not find a stat on it for PEG ratio. The company does have a PE ratio of 14.8, so some indication on price. The company has $47.8 Billion in Assets.

NYCB will earn $1.05 per share in 2014 and for 2015, they are projecting $1.10  per share. This one, though, is mostly about that $1.00 per share/6.32% dividend payment that you receive. 

The second community savings bank that I would like to mention is BBT Corp. (Symbol BBT, $38.20). BBT pays a dividend of 2.51%. The one year TTM price appreciation in the stock is 16.93%; (almost a 20% total return over the last 12 months.)

BBT has revenues of $9.388 billion dollars and Total Assets of $183 Billion dollars. The company has had 3-5 year EPS growth of 28.9%. 

The 2013 earnings were $2.58 per share, with a PE of 14.8. 2014 earnings are projecting at $2.98 per share. 2015 earnings per share is projected at $3.25 per share and a projected PE of 11.90.

The Return on Equity of the company is 10.00% and the PEG Ratio is 1.80. 

Here is a description on the company's website: "As of March 31, 2014, BB&T is one of the largest financial services holding companies in the U.S. with $184.7 billion in assets and market capitalization of $28.9 billion. Based in Winston-Salem, N.C., the company operates 1,824 financial centers in 12 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by J.D. Power and Associates, the U.S. Small Business Administration, Greenwich Associates and others. "

So, buy these two community bank stocks to get ahead of the Financial Sector bull market move and collect the dividend while you wait.

Catch you on the other side of Dow 17,000.

Freewilly

" I took a look at the two year chart for Constellation Brands, (Symbol STZ, NYSE) and was pleasantly surprised by how well it has done. Can it keep the momentum going?"

Dow Jones Industrial Average 16,924.28 (UP, and All-time High)  Week ending 06-06-2014 -    NASDAQ 4321.40

Something keeps going up. I hope it is many of the stocks that you own in your IRA. 

My jaw dropped when I came across the 2 Year stock chart of:

 Constellation Brands Inc. (Symbol STZ, $82.99). The stock has moved from a price of $15.00 a share to $83.00. A "4 and 1/2 bagger" in Peter Lynch parlance. This maker and distributor of alcoholic beverages has a nice collection of products.  

What could be better than the 2014 FIFA WORLD CUP Brazil starting in 4 days, June 12th  and your company being the seller of Corona Extra, Modelo Especial and Corona Light? What could be better? While you were asleep everyone, including your kids, has been playing soccer and becoming huge soccer fans. The World CUP is unequivocally the world's largest sporting event and people will be drinking lots of Corona. 

 Constellation Brands did $4.868 Billion dollars in sales producing $1.943 Billion dollars in Net Income. According to Y-Charts.com the company has a PEG ratio of 0.022 and a ROE of 48.24. I am a little suspect of that PEG ratio number, but we will go with it. 

STZ has an earnings rating in Investor's Business Daily of 96, an extremely high rating.


STZ had earnings per share of $3.20 in 2013 and is projecting at $4.11 per share for 2014 and 2015 is looking like $4.59 per share. 

I also like that Insiders have been buying the stock all along the way over the 2 years.

I can also give my personal endorsement to Constellation's,  Estancia Pinot Noir wine. It is excellent.

So, buy the stock in small increment buys, with the Dow at this level and it being the June lull time, and bet your money on the Brazilian Soccer team, since the home team has won since 1930. This will be a good long term 2-3 year investment for you.

Happy Gardening,

Freewilly

"With "Sell in May" ending, we need a few names to take with us through the summer. I like symbols GMCR, QCOM, and HAS. I will also add one speculative name: KEYW "

Dow Jones Industrial Average 16,606.27 (UP) Week Ending 05-23-2014
Dow Jones Industrial Average 16,717.00 (UP) Week Ending 05-30-2014

Keurig Green Mountain Inc. (Symbol GMCR, $112.78) is a company of which Coca Cola keeps buying shares, and at some point, they will need to own the whole thing. A little expensive here: this stock has a one year TTM return of 56%. This is a slightly speculative play, but Coca Cola is sitting with 12% ownership of the company and there may be some Berkshire Hathaway cash sitting in back behind Coca Cola. Like it on any dips.

Qualcomm (Symbol QCOM, $80.45)  A great stock in the past, present and future. QCOM has a PEG Ratio of 1.03: cheap for a jewel like this. The Return on Equity is 17.09%. Earnings per share for 2014 are $5.16 and for 2015 projected at $5.73 per share. Qualcomm basically gives you diversification within itself because its business spans over 8 major world industry groups, including auto, energy, and transportation. Buy it now. 

Hasbro Inc. (Symbol HAS, $53.70) They own:  TRANSFORMERS, NERF, LITTLEST PET SHOP, MY LITTLE PONY, BABY ALIVE, G.I. JOE, MONOPOLY, MAGIC: THE GATHERING, PLAY-DOH and PLAYSKOOL. The kids always need more toys and we keep buying them because we want them to be happy, happy, happy. HAS has a PEG ratio of of 1.63 and a Return on Equity of 20.77%. It will have 2015 earnings per share of $3.21 and out to 2015 earnings per share will be $3.54.
This one has a bonus of a dividend of 3.20%.


And now for one name for you to deploy some speculative $$$. This one was inspired by me watching three seasons of the Show Time Emmy winning TV series "Homeland," with Claire Danes, Mandy Patinkin and Damian Lewis, among other stars. An amazing series that gets you really thinking. Nations and companies will always be under the threat of Cyber attacks and will need security software and hardware systems to be defended.

So, the speculative stock name is KEYW Holding Corp., a stealthy name, (Symbol KEYW, $10.60). The KEYW Holding Corp. operates as a holding company, which through its subsidiaries, engages in providing cyber security, cyber superiority and geospatial intelligence solutions. The company offers its solutions to the defense, intelligence and national security agencies and commercial enterprises.  

KEYW lost ($.02) per share this year, but in 2015, they are projecting positive earnings of $0.51 cents per share. I see them as having an endless supply of business now and in the future. This is one to tuck away sometime this summer for next year.

It is tough to be away from the garden and this gorgeous weather and be inside writing, but I squeezed out some time.

Best wishes for a good week,

Freewilly