Sunday, October 28, 2007

Destruction!

So my computer finally gave up and died. I abused it. So I know have a brand new Acer 5920 and shall begin posting again soonest, as soon as I can get Vista to like my Outlook 2007. In case you haven't been watching TCM is going to be announcing 3rd quarter results early next month. That was enough to push it up a little. It still has strong fundamentals and worth the watch.

Another contrarian is our friend Countrywide, up over 4 on Friday. Again momentum from, hey wait we screwed up and lost lots of money but we will be profitable soon. It does sound analytically feasible but definately worth the watch.

DECK, my ultimate nemesis as I was poised to buy it at 18.XX is now over 145 and was bought up by institutional investors Friday making its strength that much greater...

I still like overseas ventures, even though they are volatile, look at the US. 3 funds to look at: ACINX, HIOMX, PRIDX.

More to come later...

Sunday, October 14, 2007

Remember to give some of those profits!

How hard is it to part with 30 bucks a month to change the life of a child in a country where the opportunities are non-existent at best. Just 32$ a month to sponsor a child!!! 1200 - 32 is still about 1200!

I support Compassion's Christian child charity. You can too. Sponsor a child today.

Change a child's world.

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  • Educational opportunities
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20 Minutes 1200 Bucks

So before I left Florida on Monday I dropped an extra 5k into BCSI, took about 20 minutes from deciding to do it, selling a speculative position and buying BCSI. Friday at the bell profit was over 1200 bucks. Not bad for a quick play. Not only did it pay for my weekend in Fl, but I pocketed about 500 bucks extra.

I will be covering some short term trading strategies over the next few weeks. For those of us not brave enough to enter the day trading arena we can still make profits and "ladder" them into large returns using limits and applying fundamentals to make good plans in the evening to execute automatically over the next day to a few weeks.

Stay tuned as I find time... Let's all make some money. Please leave comments on how you are doing and on any tickers you have researched or are watching for the short term play.

Thursday, October 11, 2007

Yahoo!

So Google and Yahoo are set to report earnings next week. While Google is obviously a rocket and latest price targets are reaching well over 700$ Yahoo has been falling and lost a little of the search market ground. So how does this relate to Alibaba you ask? Since Yahoo is committed to buy 1B$ of Alibaba's IPO I think Yahoo should be in a better, more positive, position to commit that much money. They also have a 40% stake in the Alibaba Group.

Where is the good news in all this? Recently Yahoo has begun to make some acquisitions to position itself to perform better in the future. Two recent acquisitions focus on what makes Google such a powerhouse, on-line advertising. Analysts estimate these acquisitions should contribute between 400 and 600M$ in revenue over the next 12-18 months. Positive news for a company that seems to be losing ground in the search engine market.

This along with the IPO commitment set Yahoo up to bring some shareholder happiness in the future. Maybe a long future in Yahoo but a future at least.

Wednesday, October 10, 2007

What's new today

So, I don't get to look at the market all day now, however if you have looked at my site lately I mentioned the Alibaba IPO, it is very similar to VMW as in EMC owns a bunch of VMW and Yahoo owns a bunch of Alibaba. So again, if you can't get in on Alibaba get in on Yahoo.

Although VMW is up 107% as of today. EMC is starting to move as well.


This came across my radar today... will be looking at in the near future:

BluePhoenix Solutions, Ltd.(USA) (BPHX)

DNDN--my favorite nemesis of a stock, along with, DECK, Dendreon has a prostate cancer drug in final phases of trials, looked somewhat promising that the FDA was going to approve but didn't, is in-value now with high potential next summer when results of the testing are released.

Actually several cancer drug companies have drugs entering various stages clinical trials... more to come over.

BCSI has been doing very well since the split. Need to watch the technicals to minimize risk.

Tuesday, October 9, 2007

Guess what's coming to town

Alibaba IPO, the chinese storefront for thousands of suppliers. alibaba.com underwritten by at least goldman sachs. More to come on this. I believe it will strike in November.

So VMW is over a hundred, AAPL clost to 170, RIMM over 110. Did you buy any of these when I mentioned them.

I sold EMC and picked up BCSI after it's split. We'll see. I used to be a user of Blue Coat and think the products have an audience.

Thursday, October 4, 2007

Breaking News

A couple of interesting things here. Today while researching a little on Verizon's (VZ) near term plans for an I-Phone competitor, which is due in South Korea by the end of October. In case you didn't know South Korea is the most wired country in the world. People actually use the features of the phones for accomplishing everyday tasks and their is more bandwidth per person than anyone needs, but hey why not...

Now to the breaking news, in this research I discovered a little article discussing Google and Verizon's participation in the soon to be spectrum auctions. This is where the the spectrum where wireless technologies operate it get sold for proprietary use. It is interesting to note that Google is advocating the Verizon is breaking some FCC rules about disclosing its lobbying practices over how federal regulators will govern its sale and use. Know what is interesting about this is why does google care about the radio spectrum anyway, after all its an Internet company right?

If they are interested in taking "something" to the wireless realm that could bring long awaited ideas to reality that combine google's capabilities with wireless telecommunications devices. This would positionthem as the number one provider of get anything go anywhere wireless devices. This would allow users to lookup their myspace friends in relation to any search imaginable and add the 3-space enhancement of geolocation provide unlimited possibilities. Or imagine uploading realtime video to you tube, how would that change the face of the news, no video editing, real, raw and direct to the user. The ideas are endless and would poise Google for the next level, if their is such a thing, of market value.

One to keep watching, and why not look at BIDU, the number one search engine in China!!!

Wednesday, October 3, 2007

Feeling Thirsty

Who would have thought that you could retire on the hippy-associated beverage company. Hansons, HANS. I owned them in the high 30's, go look at where they are today! I bought them after they split as well, they were in the 200$ (pre split adjusted) range not too long ago. At the same time I hedged and bought Jones Soda as well since they were getting some press and had a short lived reasonable expectation.

So again, take your money and put it in some good stocks and leave it there!

Goldman Sachs raised their earning expectations today. Why not look at all those kids running around with "energy" drinks in hand.

Time to pull the trigger

I mentioned RIMM when they split, buy right after... Now Blue Coat and Johnson Controls split today and tomorrow.

BCSI splits 2:1 tomorrow. They have no debt and a great product in use by many industries. I used to work on their old proxy appliance when it was cache flow and it was great. Just like VM Ware, I used to work with that too.

Johnson controls has always been one of those companies to long and at a 3:1 split shouldn't have a problem turning a profit on that one.

If you are worried about today's loss, just some profit taking, market still looks pretty bullish.

Time to pull the trigger

I mentioned RIMM when they split, buy right after... Now Blue Coat and Johnson Controls split today and tomorrow.

BCSI splits 2:1 tomorrow. They have no debt and a great product in use by many industries. I used to work on their old proxy appliance when it was cache flow and it was great. Just like VM Ware, I used to work with that too.

Johnson controls has always been one of those companies to long and at a 3:1 split shouldn't have a problem turning a profit on that one.

If you are worried about today's loss, just some profit taking, market still looks pretty bullish.