Please Don't Kill My Investing Vibe...

Thanks to Kendrick Lamar for producing one of my favorite tracks out there and describing my approach right now to life and investments.  Plainly said, I don't want anyone messing up my vibe of working hard, making quick and thoughtful decisions and reflecting on it all to ensure that I'm focusing on things that will make me better.  My investing vibe right now is to sit back and ride out this amazing economic and stock market recovery.  I remember how bad both were years back and we must take a moment to give props to resilient people (workers), companies, and yes even 'some' of our politicians that promoted a pro-growth environment.  I firmly believe if we had engaged in less stimulus and more cost cutting we would've been in BIG trouble.  This is what makes the field of economics and behavioral analysis so interesting to me. But before I put you to sleep...follow my vibe:

The Verdict Is In...

I have been stir crazy for the last 24 hours once the verdict was reached in the State of Florida vs George Zimmerman. This is a very sad time because we see what fear continues to do to our country. It allows us to create laws that allow us to take matters into our own hands and not be accountable. I know many people want to debate the merits of "the case" but what about debating the merits of "life". Trayvon Martin, a young boy was shot.  When did we all forget that was the most basic element of this tragedy. A young boy was shot because he was profiled and then pursued. What if this was your young son?? STOP, please fill in your son's name ___________  What if this was your son or daughter... would you be outraged??  And yes, let us be happy for what we have and hug our sons / daughters / cousins / nephew / nieces closer but let's also remember that with senseless laws and acts like this some people won't be able to hug their children anymore. And if that precious right was taken away from you...how would you feel. If you truly are personalizing this case, then push for change at all levels...not for it all to go away.

2nd Quarter 2013: 3 PREMIUM STOCK ALERTS / 1 FREE ALERT

2nd Quarter 2013: 3 PREMIUM STOCK ALERTS

Please contact me directly (email_urbanomics@yahoo.com) to subscribe to this quarter’s premium stock alerts.  Find out what I have my eye on and more importantly when I will be adding these stocks to my portfolio.

2nd Quarter 2013 Premium Stock Alerts

This quarter’s picks are late, but better late than never. I've been researching these stocks over the course of the last 3 months or more and found 3 stocks with margin of safety and the right catalysts.  Please see the following stocks that were recommended to subscribers receiving premium alerts. 

Stock #1: **********

Details

Sector: Basic Materials Industry: Oil and Gas Equipment Services Tip: Pledge of Allegiance to crude.

Stock #2: **********

Details Sector: Basic Materials Industry: Oil and Gas Refining Tip: Check mate.

Stock #3: **********

Details

Sector: Technology
Industry: Application Software
Tip Up for a game of Simon Says?

The market has been on a tear and the last few quarters have seen me doing my version of the twist…or rotation.  I have been selling a few of my winners and rotating into new names. Some names were really beat down like Stock #3. Others are the wrath of the investment community which are pushing for them to do more or else new ownership will have too.  I've given you plenty of hints and I’ll even throw in a free ALERT because it was an absolutely gorgeous July 4^th weekend in Chicago.

FREE ALERT

Stock #4: DEX MEDIA

Details

Sector: SERVICES Industry: MARKETING SERVICES Tip It’s a rolodex and paperweight! Explanation: Dex Media is what we used to know as the Yellow and White Pages. They have re-invented themselves and offer a large slate of products to businesses. Hence the rolodex full of numbers and the size of the old book would be a great paperweight.

Same Companies....New Tricks (McDonald's, Best Buy, Groupon)

McDonald's Late Night Breakfast Cravings

Sometimes I feel like I could be a Fortune 500 CEO, especially when they take an idea right outta my head. Let's take the Golden Arches.  I've had this idea buzzing around in my head for years and they finally took the plunge.  McDonald's is bringing breakfast to a late night menu near you.  Sorry Denny's I think a few people make be making a quick stop at the drive thru.

Read All About It Link

Store-In-A-Store Continues With Best Buy

Best Buy continues the JC Penney concept of stores within a store.  I wonder if this is the concept for companies that have been left for dead.  Ouch...Microsoft has teamed up with Best Buy and there with be a Microsoft store within your local store.  This is such a fabulous concept Samsung has decided it will also place stores within Best Buy.  I guess they will likely win over me...because I love 1 STOP SHOPPING...but does that make this a department store??

Linky

I know I'm not here to make fun of them but rather tell you how stopping in at the drive thru can make you money.  If you think either of these will be a big hit check the stocks out.  Best Buy is finding more reasons for you to stay in the store and McDonald's want your after the bar pit stop to include something you would normally eat in the morning, anyways!

Groupon

Predictions of their demise were off. This company has stabilized since the departure of Andrew Mason, the former CEO. The stock price has rebounded and Groupon "might" be maturing. They are leaving deals open longer which was my biggest complaint (sort of) and a reason why I never signed up for Groupon. This means I can get the deal when I actually need the item and not just serving as impulse purchases.  And you just may start buying things like you do on Amazon at Groupon.  Some of you already know that Groupon sells actual goods and they have been competitive on a number of items and want to be your top destination for shopping. Stay tuned on how this plays out but its has certainly rebounded , albeit there wasn't much lower it could go.