Here comes the daily list of the Good, The Bad, and the Ugly. A sideways tape still offered some momentum for the Portfolio. I have added some current events to the Recap. Enjoy!
THE GOOD:
Altius Mineral ALS.TO - Signed agreement with two companies about the planned refinery in Newfoundland, Canada. This sent the stock up $1.50. Click HERE for further details.
Aegean Marine Petrol ANW - up 15 cents on the day and hit a 5 day high of $40.50.
Anadarko Petrol APC - Up 2.7% and finally closed above 50 day MA of $56.31
Aspreva ASPV - Steady as she goes. Up a nickel, hit 5 & 20 day high of $25.80, and closed above its 50 day MA of $23.97
China Medical CMED - Back in business! Up 4.3% for the day.
Euronet Worldwide EEFT - Inked a prepaid deal with a Large grocery store in Italy. The news sent the stock up 3.4% and hit its high for the year of $32.91 during the session. Click HERE to read the article.
ISHARE MSCI BRAZIL EWZ & ISHARES S&P LAT AM40 ILF are both back in my good graces.
Focus Media Holding FMCN - Up 12.4% since hitting a low of $50.00 on Tuesday.
FirstSolar FSLR - Up 10.3% for the day, setting new highs.
Claymont Steel PLTE - Continues is charge, up another 18 cents
Transocean Inc. RIG - A slight pullback, 0.3%, does not have me worried.
THE BAD: This list is shrinking... for the time being.
Ansys Inc. ANSS - Down 1.0% on the day, the stock sits above 50 day MA of $37.92.
Yamana Gold AUY - Gold and this stock continue to decline. The stock is down 9.5% since its high of $14.22 on Monday.
Core Labs CLB - A nice day, up 3.2%
Devon Energy DVN - Stopped its losing streak. Up 42 cents
Kinder Morgan Energy KMP - Filed an 8-K stating the intent to offer $250 million worth of "common units". The Street did not like the news, sending the stock down 1.2%. Click HERE to learn more.
Telefonica TEF - Peter Erskine steps down as Telefonica O2 head, but will remain on the board. The stock pulled back 1.0% from its yearly highs. Click HERE for the Reuters article.
URS Corp. URS - Announced Washington Group shareholders will receive $95.12 per share in the very public take over. The news crushed the stock sending it down 3.3%. Click HERE for the Reuters article.
THE UGLY: Reserved for the most precipitous falls from grace.
United Online UNTD - Dow 9% since its highs on Tuesday.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
Friday, November 30, 2007
Wednesday, November 28, 2007
Portfolio Update; Nov. 28, 2007
It was a fantastic day for the Portfolio. It started the day up 7.3% and finished the day up 10.0%. While every stock in the portfolio was up (except for energy, it was a tough day for oil), it is important to remember that many of them were under their 50 day M.A. and looking very weak. Remain cautious, but enjoy the gains.
I am going to take this opportunity to mention a few stocks that have been mentioned. I have interviewed three smart guys recently, and I wanted to do a little recap.
Stephen Check; Editor of the Blue-Chip Investor
If it is undervalued Large-caps that you seek, Steve told us to look no further than these three beat-up stocks:
MBIA Inc. MBI - This credit insurer has seen better days, but Steve points out that MBI has been through crisis before and has never to pay out a claim. He calculates the current book value at $54 and the adj. book value at $80.
Staples SPLS - This stock has traded straight down since April, but Steve, ever the optimist, says that slowing business growth may shake some of their competitors right out of business. Interesting fact; SPLS is the number 2 Internet retailer (according to Steve).
Harley Davidson HOG - The stock was up 40% last year, but has given it all back this year. While Steve admits that a slowing economy and an aging Baby-Boomer will hurt HOG's sales, he believes that international sales will help the turn-around. The stock also trades at 12.8x earnings, historically undervalued.
Drew Crum; Publishing & Entertainment analyst - Stifel, Nicolaus & Co.
We discussed technology's impact on the publishing and entertainment industries. then we discussed his favorite company in each industry.
John Wiley JWA - This publishing company acquired one of its biggest competitors. The acquisition has loaded the balance sheet with debt, but instantly increased free-cash flows. He has set a price target of $53.
Marvel Entertainment MVL - Drew believes that the starting their own production company will smooth out otherwise "Lumpy" earnings. MVL has two blockbuster releases next year, Hulk and Ironman, which should give the stock a boost. He has set a $35 price target.
Doug Fabian; Editor of Makingmoneyalerts.com
Doug is an ETF guru, believes that the US markets are do for a rally, while the Asian markets will cool off. For traders, he recommends FXP, which essentially shorts the Chinese index, and EEV, which shorts emerging markets. For investors, he recommends EFA, Morgan Stanley's International Blue-Chip ETF.
Domestically speaking, he would be long all the major index funds, in anticipation of a year-end rally.
I am going to take this opportunity to mention a few stocks that have been mentioned. I have interviewed three smart guys recently, and I wanted to do a little recap.
Stephen Check; Editor of the Blue-Chip Investor
If it is undervalued Large-caps that you seek, Steve told us to look no further than these three beat-up stocks:
MBIA Inc. MBI - This credit insurer has seen better days, but Steve points out that MBI has been through crisis before and has never to pay out a claim. He calculates the current book value at $54 and the adj. book value at $80.
Staples SPLS - This stock has traded straight down since April, but Steve, ever the optimist, says that slowing business growth may shake some of their competitors right out of business. Interesting fact; SPLS is the number 2 Internet retailer (according to Steve).
Harley Davidson HOG - The stock was up 40% last year, but has given it all back this year. While Steve admits that a slowing economy and an aging Baby-Boomer will hurt HOG's sales, he believes that international sales will help the turn-around. The stock also trades at 12.8x earnings, historically undervalued.
Drew Crum; Publishing & Entertainment analyst - Stifel, Nicolaus & Co.
We discussed technology's impact on the publishing and entertainment industries. then we discussed his favorite company in each industry.
John Wiley JWA - This publishing company acquired one of its biggest competitors. The acquisition has loaded the balance sheet with debt, but instantly increased free-cash flows. He has set a price target of $53.
Marvel Entertainment MVL - Drew believes that the starting their own production company will smooth out otherwise "Lumpy" earnings. MVL has two blockbuster releases next year, Hulk and Ironman, which should give the stock a boost. He has set a $35 price target.
Doug Fabian; Editor of Makingmoneyalerts.com
Doug is an ETF guru, believes that the US markets are do for a rally, while the Asian markets will cool off. For traders, he recommends FXP, which essentially shorts the Chinese index, and EEV, which shorts emerging markets. For investors, he recommends EFA, Morgan Stanley's International Blue-Chip ETF.
Domestically speaking, he would be long all the major index funds, in anticipation of a year-end rally.
Tuesday, November 27, 2007
Portfolio Update; Nov. 28, 2006
Here comes the daily list of the Good, The Bad, and the Ugly. After an Ugly "Cyber Monday", the Markets shrugged off an onslaught of negative news. Take that Bears! Please don't hurt me any more (said in a cowering little boy's voice).
THE GOOD:
Ansys Inc. ANSS - Up 1.9% on the day, the stock sits 10 cents below 50 day MA of $37.64 it hit a new 5 day high $39.24 during the session.
Aspreva ASPV - Hit 5 & 20 day high of $25.61. Closed 2 points above its 50 day MA of $23.61
Aspen Technology AZPN - Fourth day above its 50 day M.A of $15.80
Claymont Steel PLTE - Up 2.8% and 5th close above its 50 day M.A. of $19.74
United Online UNTD - 5th consecutive close above its 50 day M.A. $15.62, and approaches its 2 year high.
Transocean Inc. RIG - Hit another all-time high today, up 4.9%
THE BAD: It's a long list today.
Aegean Marine Petrol ANW - up 42 cents on the day, still below its 50 day MA of $38.70.
Anadarko Petrol APC - Continues to slide hit its 5 day low $53.43 during the session . Closed below 50 day MA of $56.09.
Yamana Gold AUY - Closed 4 cents above the 50 day M.A. of $13.26.
China Mobil CHL - Hit a new 5 day high of $86.83 and closed below its 50 day M.A. of $87.31
Core Labs CLB - Down another 3.3%, hit 5 & 20 day low of $117.10 and all the way below its 100 day M.A. of $119.65.
China Medical CMED - Down another 3.9%, below its 50 day M.A. of $41.34, and hit a 5 & 20 day low of $34.59
Devon Energy DVN - Back down 1.2%, still below 50 day M.A. of $86.87, and hit 5 & 20 day low of $81.27
iShares European Monetary Union EZU & European DJ Stoxx 50 FEU - Were both up nicely, but below there respective 50 day MA
Focus Media Holding FMCN - Not too surprisingly, down 2.5%
Frontier Oil FTO - Up 1.0% and still below its 50 day MA of $44.16, which is now trending lower.
Owens Illinois OI - Up 62 cents, but still below 50 day M.A. of $42.91. Hit a 5 day high of $42.71 during the session.
Potash POT - Up 2.6%, and eeked just above its 50 day M.A. of $110.09
URS Corp. URS - Down 0.7% . That's it, down again.
Meridian Bioscience VIVO - Up 40 cents, still below 50 day M.A. of $30.70.
THE UGLY: Reserved for the most precipitous falls from grace.
ISHARE MSCI BRAZIL EWZ - Today it was two steps forward. Up 2.5% on the day, hit new 5 and 20 day lows of $71.00 , and is well below 50 day MA of $78.02.
ISHARES S& P LAT AM40 ILF - These two uglies trade hand and hand. I should just update them as one position. Up 1.9%
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
THE GOOD:
Ansys Inc. ANSS - Up 1.9% on the day, the stock sits 10 cents below 50 day MA of $37.64 it hit a new 5 day high $39.24 during the session.
Aspreva ASPV - Hit 5 & 20 day high of $25.61. Closed 2 points above its 50 day MA of $23.61
Aspen Technology AZPN - Fourth day above its 50 day M.A of $15.80
Claymont Steel PLTE - Up 2.8% and 5th close above its 50 day M.A. of $19.74
United Online UNTD - 5th consecutive close above its 50 day M.A. $15.62, and approaches its 2 year high.
Transocean Inc. RIG - Hit another all-time high today, up 4.9%
THE BAD: It's a long list today.
Aegean Marine Petrol ANW - up 42 cents on the day, still below its 50 day MA of $38.70.
Anadarko Petrol APC - Continues to slide hit its 5 day low $53.43 during the session . Closed below 50 day MA of $56.09.
Yamana Gold AUY - Closed 4 cents above the 50 day M.A. of $13.26.
China Mobil CHL - Hit a new 5 day high of $86.83 and closed below its 50 day M.A. of $87.31
Core Labs CLB - Down another 3.3%, hit 5 & 20 day low of $117.10 and all the way below its 100 day M.A. of $119.65.
China Medical CMED - Down another 3.9%, below its 50 day M.A. of $41.34, and hit a 5 & 20 day low of $34.59
Devon Energy DVN - Back down 1.2%, still below 50 day M.A. of $86.87, and hit 5 & 20 day low of $81.27
iShares European Monetary Union EZU & European DJ Stoxx 50 FEU - Were both up nicely, but below there respective 50 day MA
Focus Media Holding FMCN - Not too surprisingly, down 2.5%
Frontier Oil FTO - Up 1.0% and still below its 50 day MA of $44.16, which is now trending lower.
Owens Illinois OI - Up 62 cents, but still below 50 day M.A. of $42.91. Hit a 5 day high of $42.71 during the session.
Potash POT - Up 2.6%, and eeked just above its 50 day M.A. of $110.09
URS Corp. URS - Down 0.7% . That's it, down again.
Meridian Bioscience VIVO - Up 40 cents, still below 50 day M.A. of $30.70.
THE UGLY: Reserved for the most precipitous falls from grace.
ISHARE MSCI BRAZIL EWZ - Today it was two steps forward. Up 2.5% on the day, hit new 5 and 20 day lows of $71.00 , and is well below 50 day MA of $78.02.
ISHARES S& P LAT AM40 ILF - These two uglies trade hand and hand. I should just update them as one position. Up 1.9%
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
Portfolio Update; Nov. 27, 2007
Here comes the daily list of the Good, The Bad, and the Ugly. It appears that the shortened trading session was filled with holiday cheer. It is nice to see every once in a while.
THE GOOD:
Aspen Technology AZPN - Third day above its 50 day M.A of $15.76.
Noble Corp. NE - Continued gains kept the stock above day M.A. of $50.65
United Online UNTD - 4th consecutive close above its 50 day M.A. $15.62
Transocean Inc. RIG - What a stud! Continues to hit new highs everyday, even in disgusting tapes.
THE BAD: It's a long list today.
Aegean Marine Petrol ANW - Down 11 cents on the day, still below its 50 day MA of $38.50. Huge swing in price, hit a 5 day high of $39.98 during the session.
Ansys Inc. ANSS - Down 3.7% on the day, plunging below its 50 day MA of $37.57 and hit a new 5 day low of $36.55 during the session.
Anadarko Petrol APC - Down 2.2% and somehow hit its 5 day high $58.92 . Closed just above 50 day MA of $56.01.
Yamana Gold AUY - Somehow this stock also hit a 5 day high of $14.22 and still managed to close down 52 cents. Closed 19 cents above the 50 day M.A. of $13.23.
China Mobil CHL - Yet another stock hitting a new 5 day high, and still dropping 1.7%. Still below its 50 day M.A. of $86.95
Core Labs CLB - Down 2.9% and still well below 50 day M.A. of $132.03. Hit a 5 and 20 day low of $121.51
China Medical CMED - down another 44 cents and below 50 day M.A. of $41.40.
Devon Energy DVN - Back down 1.6% and still below 50 day M.A. of $86.81
iShares European Monetary Union EZU -Hit a new 5 day high of $121.98 and still closed down 1.9%, below its 50 day M.A. of $121.90
European DJ Stoxx 50 FEU - Fell 2.5% and below 50 day M.A. of $53.80.
Focus Media Holding FMCN - One of the few stocks up for the day, 3%, but after 9 straight points to the downside, there is little to be happy about.
Frontier Oil FTO - closed down 2.9% an below its 50 day MA of $44.18. It hit another 5 day low of $42.69 during the session.
Owens Illinois OI - The slide continues, closed 1 point below 50 day M.A. of $42.90
Claymont Steel PLTE - Slightly down for the day, but 4th close above its 50 day M.A. of $19.69
Potash POT - Still below 50 day M.A. of $110.05
URS Corp. URS - Down 3.3% and well below 50 day M.A. of $59.34. Hit a new 5 day low of $56.10.
Meridian Bioscience VIVO - Slid 2.2%, still below 50 day M.A. of $30.70.
THE UGLY: Reserved for the most precipitous falls from grace.
ISHARE MSCI BRAZIL EWZ - This stock takes one step forward and 5 steps back. Down 6.4% on the day, hit new 5 and 20 day lows of $72.04 , and is well below 50 day MA of $77.80.
ISHARES S& P LAT AM40 ILF - Same story as EWZ. New 5 & 20 day lows of $226.29, and after a down day to the tune of $11.40, the 50 day MA of @247.55 is no where in sight.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
THE GOOD:
Aspen Technology AZPN - Third day above its 50 day M.A of $15.76.
Noble Corp. NE - Continued gains kept the stock above day M.A. of $50.65
United Online UNTD - 4th consecutive close above its 50 day M.A. $15.62
Transocean Inc. RIG - What a stud! Continues to hit new highs everyday, even in disgusting tapes.
THE BAD: It's a long list today.
Aegean Marine Petrol ANW - Down 11 cents on the day, still below its 50 day MA of $38.50. Huge swing in price, hit a 5 day high of $39.98 during the session.
Ansys Inc. ANSS - Down 3.7% on the day, plunging below its 50 day MA of $37.57 and hit a new 5 day low of $36.55 during the session.
Anadarko Petrol APC - Down 2.2% and somehow hit its 5 day high $58.92 . Closed just above 50 day MA of $56.01.
Yamana Gold AUY - Somehow this stock also hit a 5 day high of $14.22 and still managed to close down 52 cents. Closed 19 cents above the 50 day M.A. of $13.23.
China Mobil CHL - Yet another stock hitting a new 5 day high, and still dropping 1.7%. Still below its 50 day M.A. of $86.95
Core Labs CLB - Down 2.9% and still well below 50 day M.A. of $132.03. Hit a 5 and 20 day low of $121.51
China Medical CMED - down another 44 cents and below 50 day M.A. of $41.40.
Devon Energy DVN - Back down 1.6% and still below 50 day M.A. of $86.81
iShares European Monetary Union EZU -Hit a new 5 day high of $121.98 and still closed down 1.9%, below its 50 day M.A. of $121.90
European DJ Stoxx 50 FEU - Fell 2.5% and below 50 day M.A. of $53.80.
Focus Media Holding FMCN - One of the few stocks up for the day, 3%, but after 9 straight points to the downside, there is little to be happy about.
Frontier Oil FTO - closed down 2.9% an below its 50 day MA of $44.18. It hit another 5 day low of $42.69 during the session.
Owens Illinois OI - The slide continues, closed 1 point below 50 day M.A. of $42.90
Claymont Steel PLTE - Slightly down for the day, but 4th close above its 50 day M.A. of $19.69
Potash POT - Still below 50 day M.A. of $110.05
URS Corp. URS - Down 3.3% and well below 50 day M.A. of $59.34. Hit a new 5 day low of $56.10.
Meridian Bioscience VIVO - Slid 2.2%, still below 50 day M.A. of $30.70.
THE UGLY: Reserved for the most precipitous falls from grace.
ISHARE MSCI BRAZIL EWZ - This stock takes one step forward and 5 steps back. Down 6.4% on the day, hit new 5 and 20 day lows of $72.04 , and is well below 50 day MA of $77.80.
ISHARES S& P LAT AM40 ILF - Same story as EWZ. New 5 & 20 day lows of $226.29, and after a down day to the tune of $11.40, the 50 day MA of @247.55 is no where in sight.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
Sunday, November 25, 2007
Portfolio Update; Nov. 26, 2007
Here comes the daily list of the Good, The Bad, and the Ugly. It appears that the shortened trading session was filled with holiday cheer. It is nice to see every once in a while.
THE GOOD:
Aegean Marine Petrol ANW - A gain of 6.7% brought the stock much closer to its 50 day MA of $38.26.
Yamana Gold AUY - A gain of 5.7% pushed the stock above the 50 day M.A. of $13.19. It hit a 5 day high of $13.99 during Friday's session.
Aspen Technology AZPN - Second day above its 50 day M.A of $15.72. It hit a 5 day high of $16.53 during Friday's session.
Noble Corp. NE - A gain of 3.2% decline sent stock above day M.A. of $50.50
United Online UNTD - 3rd consecutive close above its 50 day M.A. $15.62
THE BAD:
China Mobil CHL - Up 3.8%, but still below its 50 day M.A. of $86.70.
Core Labs CLB - Up 1.3%, but still well below 50 day M.A. of $131.87.
China Medical CMED - Even with the favorable news Wed., this stock got beaten up, losing 5.6% and sending the stock well below 50 day M.A. of $41.40. It also hit a 5 & 20 day low of $37.51 during Friday's session.
Devon Energy DVN - Up 1.6% but still closed below 50 day M.A. of $86.72
iShares European Monetary Union EZU -A gain of 2.0% brought the stock close to its 50 day M.A. of $121.79
European DJ Stoxx 50 FEU - Closed up 3.0% and very near 50 day M.A. of $53.78. It hit a 5 day high of $53.61 during the session.
Focus Media Holding FMCN - Unchanged for the day.
Frontier Oil FTO - The stock rebounded to close just below its 50 day MA of $44.21. It also hit a 5 day low of $43.51 during Friday's session.
Owens Illinois OI - The slide continues, another close below 50 day M.A. of $42.78
Claymont Steel PLTE - Slightly down for the day, but 4th close above its 50 day M.A. of $19.69
Potash POT - Still below 50 day M.A. of $109.30
United Online UNTD - Another close above its 50 day M.A. $15.56
URS Corp. URS - Up slightly, but well below 50 day M.A. of $59.31. I guess the merger honeymoon is over.
Meridian Bioscience VIVO - A solid gain of 1.7%, but still below 50 day M.A. of $30.65.
THE UGLY: Reserved for the most precipitous falls from grace.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
THE GOOD:
Aegean Marine Petrol ANW - A gain of 6.7% brought the stock much closer to its 50 day MA of $38.26.
Yamana Gold AUY - A gain of 5.7% pushed the stock above the 50 day M.A. of $13.19. It hit a 5 day high of $13.99 during Friday's session.
Aspen Technology AZPN - Second day above its 50 day M.A of $15.72. It hit a 5 day high of $16.53 during Friday's session.
Noble Corp. NE - A gain of 3.2% decline sent stock above day M.A. of $50.50
United Online UNTD - 3rd consecutive close above its 50 day M.A. $15.62
THE BAD:
China Mobil CHL - Up 3.8%, but still below its 50 day M.A. of $86.70.
Core Labs CLB - Up 1.3%, but still well below 50 day M.A. of $131.87.
China Medical CMED - Even with the favorable news Wed., this stock got beaten up, losing 5.6% and sending the stock well below 50 day M.A. of $41.40. It also hit a 5 & 20 day low of $37.51 during Friday's session.
Devon Energy DVN - Up 1.6% but still closed below 50 day M.A. of $86.72
iShares European Monetary Union EZU -A gain of 2.0% brought the stock close to its 50 day M.A. of $121.79
European DJ Stoxx 50 FEU - Closed up 3.0% and very near 50 day M.A. of $53.78. It hit a 5 day high of $53.61 during the session.
Focus Media Holding FMCN - Unchanged for the day.
Frontier Oil FTO - The stock rebounded to close just below its 50 day MA of $44.21. It also hit a 5 day low of $43.51 during Friday's session.
Owens Illinois OI - The slide continues, another close below 50 day M.A. of $42.78
Claymont Steel PLTE - Slightly down for the day, but 4th close above its 50 day M.A. of $19.69
Potash POT - Still below 50 day M.A. of $109.30
United Online UNTD - Another close above its 50 day M.A. $15.56
URS Corp. URS - Up slightly, but well below 50 day M.A. of $59.31. I guess the merger honeymoon is over.
Meridian Bioscience VIVO - A solid gain of 1.7%, but still below 50 day M.A. of $30.65.
THE UGLY: Reserved for the most precipitous falls from grace.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
Alterations Needed for the Portfolio
The Portfolio is in need of some serious organization (or reorganization). It is not in every one's best interest to keep so many different types of stocks in the one portfolio. I will attempt to create three portfolios, Value, Growth, and Technical Breakouts, using the best picks from my interviews and placing them in the appropriate portfolio. Each portfolio will have its own set of parameters and stocks can move from one to another if certain criteria are met.
I will use a grocery metaphor to further explain my intentions. Stocks are like produce. People buy different fruits and vegetables for different reasons, and they have different storage and care requirements. Tomatoes and bananas ripen quickly, but can turn bad just as fast. Conversely, onions and potatoes can be kept for long periods of time with little maintenance. Certain high flying stocks demand close attention to ensure profits, and certain conservative stocks can provide moderate returns on a more consistent basis. A balanced diet needs all types of produce, the same way a balanced portfolio should use all types of stocks.
In the mean time, I will continue to update the stocks in the current portfolio. However, there will not be any stocks added, or removed, until the final three portfolios are established. Stay tuned!
I will use a grocery metaphor to further explain my intentions. Stocks are like produce. People buy different fruits and vegetables for different reasons, and they have different storage and care requirements. Tomatoes and bananas ripen quickly, but can turn bad just as fast. Conversely, onions and potatoes can be kept for long periods of time with little maintenance. Certain high flying stocks demand close attention to ensure profits, and certain conservative stocks can provide moderate returns on a more consistent basis. A balanced diet needs all types of produce, the same way a balanced portfolio should use all types of stocks.
In the mean time, I will continue to update the stocks in the current portfolio. However, there will not be any stocks added, or removed, until the final three portfolios are established. Stay tuned!
Book Review; "Full of Bull" by Stephen McClellan
I am going to initiate coverage on this book: BUY! The title of this book, "Full of Bull; Do What Wall Street Does, Not What it Says, To Make Money in the Market", while rather long, perfectly encompasses the theme of the book. Stephen McClellan, a Wall Street analyst for 32 years, highlights common practices of research analysts and what they mean for individual investors. This is a quick read, filled with anecdotes from Stephen's long career and his sound investment advice. "Full of Bull" does not contain get rich quick schemes or any unique trading strategies, just observations from one of the industries greatest analysts.
Listen to my interview with Stephen McClellan!
Listen to my interview with Stephen McClellan!
Friday, November 23, 2007
Portfolio Update; Nov. 23, 2007
Here comes the daily list of the Good, The Bad, and the Ugly. Hopefully some turkey, mashed potatoes and inappropriate table conversation will invigorate some buyers.
THE GOOD:
Nothing good came from Wednesday's session.
THE BAD:
BRAZIL - My, how quickly things change. Everything Brazil in our Portfolio was down at least 3%.
Aegean Marine Petrol ANW - A small gain brought the stock nearer its 50 day MA of $37.96.
Yamana Gold AUY - $12.40 is the 20%trailing stop. Still flirting with the 50 day M.A. of $13.15
Aspen Technology AZPN - Battled through its 50 day M.A of $15.68.
China Mobil CHL - Another huge loss Wed, sent this stock well under its 50 day M.A. of $86.38. I will look to lock in the 40% gain soon. The Volatility on this stock makes me sea-sick
Core Labs CLB - A big down day sent the stock well below 50 day M.A. of $131.62.
Devon Energy DVN - Closed below 50 day M.A. of $86.61
iShares European Monetary Union EZU -Down below 50 day M.A. of $121.65
European DJ Stoxx 50 FEU - Well below 50 day M.A. of $53.73
Focus Media Holding FMCN - Need to sell the next rally to eek into the black for this trade.
Frontier Oil FTO - A 4.6% decline sent this stock below 50 day MA
Noble Corp. NE - A 3.3% decline sent stock below 50 day M.A. of $50.44
Owens Illinois OI - The slide continues, another close below 50 day M.A. of $42.78
Claymont Steel PLTE - Another close above 50 day M.A. of $19.67
Potash POT - Back below 50 day M.A. of $108.90
United Online UNTD - Another close above its 50 day M.A. $15.56
URS Corp. URS - Down $2.88 cents to close well below 50 day M.A. of $59.27. I guess the merger honeymoon is over.
Meridian Bioscience VIVO - Still below 50 day M.A. of $30.60. Will look to sell into some strength.
THE UGLY: Tightening the reigns in these troubled times.
UCN Networks INC. UCNN - Added @ $3.70. Removed @ $4.37, on Nov. 21, 2007, for a gain of $0.67 or 18.11%. Mentioned by Bradley Mook on 8/28/07. Trying to hang on to some gains in these tough times.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
THE GOOD:
Nothing good came from Wednesday's session.
THE BAD:
BRAZIL - My, how quickly things change. Everything Brazil in our Portfolio was down at least 3%.
Aegean Marine Petrol ANW - A small gain brought the stock nearer its 50 day MA of $37.96.
Yamana Gold AUY - $12.40 is the 20%trailing stop. Still flirting with the 50 day M.A. of $13.15
Aspen Technology AZPN - Battled through its 50 day M.A of $15.68.
China Mobil CHL - Another huge loss Wed, sent this stock well under its 50 day M.A. of $86.38. I will look to lock in the 40% gain soon. The Volatility on this stock makes me sea-sick
Core Labs CLB - A big down day sent the stock well below 50 day M.A. of $131.62.
Devon Energy DVN - Closed below 50 day M.A. of $86.61
iShares European Monetary Union EZU -Down below 50 day M.A. of $121.65
European DJ Stoxx 50 FEU - Well below 50 day M.A. of $53.73
Focus Media Holding FMCN - Need to sell the next rally to eek into the black for this trade.
Frontier Oil FTO - A 4.6% decline sent this stock below 50 day MA
Noble Corp. NE - A 3.3% decline sent stock below 50 day M.A. of $50.44
Owens Illinois OI - The slide continues, another close below 50 day M.A. of $42.78
Claymont Steel PLTE - Another close above 50 day M.A. of $19.67
Potash POT - Back below 50 day M.A. of $108.90
United Online UNTD - Another close above its 50 day M.A. $15.56
URS Corp. URS - Down $2.88 cents to close well below 50 day M.A. of $59.27. I guess the merger honeymoon is over.
Meridian Bioscience VIVO - Still below 50 day M.A. of $30.60. Will look to sell into some strength.
THE UGLY: Tightening the reigns in these troubled times.
UCN Networks INC. UCNN - Added @ $3.70. Removed @ $4.37, on Nov. 21, 2007, for a gain of $0.67 or 18.11%. Mentioned by Bradley Mook on 8/28/07. Trying to hang on to some gains in these tough times.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
Wednesday, November 21, 2007
Portfolio Update; Nov. 21, 2007
Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
China Medical CMED - released quarterly results that beat estimates and early this morning Bear Sterns favorably initiated coverage on the stock.
BRAZIL - This country continues to work for the Portfolio.
THE BAD:
Aegean Marine Petrol ANW - Another big loss pushed stock through 50 day MA of $37.70. Hit a new 5 & 20 day low of $34.53
Yamana Gold AUY - $12.40 is the 20% trailing stop. An up day gives this stock a little breathing room above its 50 day M.A. of $13.12
Aspen Technology AZPN - Day two below 50 day M.A of $15.62.
China Mobil CHL - Climbed just under its 50 day M.A. of $86.08. I will look to lock in the 40% gain soon. The Volatility on this stock makes me sea-sick
Core Labs CLB - A slight up day could not push the stock above 50 day M.A. of $131.38. Oil is up pre-market and that could take this stock with it.
Devon Energy DVN - Closed at its 50 day M.A. of $86.53
iShares European Monetary Union EZU -2 points to the upside brought the stock near 50 day M.A. of $121.55
European DJ Stoxx 50 FEU - Closed up 1 point and slightly below 50 day M.A. of $53.73
Focus Media Holding FMCN - Another horrible day brings the stock to $52.00, well below 50 day M.A. of $56.40. I will have to figure how to bring this trade to profitability.
Noble Corp. NE - Closed above 50 day M.A. of $50.41
Owens Illinois OI - Little changed yesterday, below its 50 day M.A. of $42.74
Claymont Steel PLTE - Finally an up day, and a close above 50 day M.A. of $19.66
Potash POT - up 2.5%, closing above 50 day M.A. of $108.94
UCN Inc. UCNN - Closed $0.20 above 50 day M.A. of $4.25. I will look to lock in profits on another dip.
United Online UNTD - closed 1 point above its 50 day M.A. $15.56
Meridian Bioscience VIVO - Closed up slightly, but still below 50 day M.A. of $30.62
THE UGLY: Tightening the reigns in these troubled times.
Cypress Semi CY - Added @ $30.86. Removed @ $30.90 on Nov. 20, 2007 for a gain of $0.04 or 0.13%. Mentioned by John Buckingham on 10/10/07. This is a tough pill to swallow, but it hit the trailing stop of $30.90. This is a good stock that should end up in the Value or Growth portfolios, when created.
Hittite Microwave HITT - Added @ $43.45. Removed @ $42.91 on Nov. 20, 2007 for a loss of -$0.54 or -1.24%. Mentioned by Tony Weber on 9/20/07. He liked this stock because it consistently beat estimates, but this quarter was in line and the Street did not like that.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
THE GOOD:
China Medical CMED - released quarterly results that beat estimates and early this morning Bear Sterns favorably initiated coverage on the stock.
BRAZIL - This country continues to work for the Portfolio.
THE BAD:
Aegean Marine Petrol ANW - Another big loss pushed stock through 50 day MA of $37.70. Hit a new 5 & 20 day low of $34.53
Yamana Gold AUY - $12.40 is the 20% trailing stop. An up day gives this stock a little breathing room above its 50 day M.A. of $13.12
Aspen Technology AZPN - Day two below 50 day M.A of $15.62.
China Mobil CHL - Climbed just under its 50 day M.A. of $86.08. I will look to lock in the 40% gain soon. The Volatility on this stock makes me sea-sick
Core Labs CLB - A slight up day could not push the stock above 50 day M.A. of $131.38. Oil is up pre-market and that could take this stock with it.
Devon Energy DVN - Closed at its 50 day M.A. of $86.53
iShares European Monetary Union EZU -2 points to the upside brought the stock near 50 day M.A. of $121.55
European DJ Stoxx 50 FEU - Closed up 1 point and slightly below 50 day M.A. of $53.73
Focus Media Holding FMCN - Another horrible day brings the stock to $52.00, well below 50 day M.A. of $56.40. I will have to figure how to bring this trade to profitability.
Noble Corp. NE - Closed above 50 day M.A. of $50.41
Owens Illinois OI - Little changed yesterday, below its 50 day M.A. of $42.74
Claymont Steel PLTE - Finally an up day, and a close above 50 day M.A. of $19.66
Potash POT - up 2.5%, closing above 50 day M.A. of $108.94
UCN Inc. UCNN - Closed $0.20 above 50 day M.A. of $4.25. I will look to lock in profits on another dip.
United Online UNTD - closed 1 point above its 50 day M.A. $15.56
Meridian Bioscience VIVO - Closed up slightly, but still below 50 day M.A. of $30.62
THE UGLY: Tightening the reigns in these troubled times.
Cypress Semi CY - Added @ $30.86. Removed @ $30.90 on Nov. 20, 2007 for a gain of $0.04 or 0.13%. Mentioned by John Buckingham on 10/10/07. This is a tough pill to swallow, but it hit the trailing stop of $30.90. This is a good stock that should end up in the Value or Growth portfolios, when created.
Hittite Microwave HITT - Added @ $43.45. Removed @ $42.91 on Nov. 20, 2007 for a loss of -$0.54 or -1.24%. Mentioned by Tony Weber on 9/20/07. He liked this stock because it consistently beat estimates, but this quarter was in line and the Street did not like that.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
Tuesday, November 20, 2007
Portfolio Update; Nov. 20, 2007
Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
First Solar FSLR - Caught a double and reduced the position @ the closing price of $215.76. This locks in a gain of 50.84% on this profitable trade.
THE BAD:
Aegean Marine Petrol ANW - Closed down 5%, $0.37 over 50 day MA of $37.46
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Closed below 50 day M.A of $15.58.
China Mobil CHL - Blew through its 50 day M.A. of $85.71.
Core Labs CLB - Big move to the downside pushed the stock well below 50 day M.A. of $131.03
China Medical CMED - Closed below its 50 day M.A. of $41.11.
Cypress Semi CY - Has not hit $30.90, 20% trailing stop, but closed near 50 day M.A. of $31.76
Devon Energy DVN - Closed below its 50 day M.A. of $86.37
iShares European Monetary Union EZU -2 points to the downside sent the stock below 50 day M.A. of $121.39
European DJ Stoxx 50 FEU - Closed over 1 point below 50 day M.A. of $53.68
Focus Media Holding FMCN - Volatility brings this stock back near 50 day M.A. of $56.19
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - Closed at its 50 day M.A. of $50.34
Owens Illinois OI - This defensive stock closed below its 50 day M.A. of $42.66 on high volume. We need to keep our eye on it, I figure it may be some profit taking.
Claymont Steel PLTE - Finally an up day, and a close above 50 day M.A. of $19.66
Potash POT - Down 4.75%, closing below 50 day M.A. of $108.16
UCN Inc. UCNN - Closed just above 50 day M.A. of $4.23. I will look to lock in profits on another dip.
United Online UNTD - closed down, but above its 50 day M.A. $15.41
Meridian Bioscience VIVO - Closed below 50 day M.A. of $30.53
THE UGLY:
PowerShares G10 Currency ETF DBV - Added @ $27.26. Removed @ $27.68 for a gain of $0.42 or 1.54%. Mentioned by Kevin Mahn on 9/10/07. A real struggle for this currency ETF.
Taleo Corp. TLEO - Added @ $29.28. Removed @ $25.23 on Nov. 19, 2007, for a loss of -$4.05 or -13.83%. Mentioned by Nancy Prial on 11/2/07. It was a tough time to get into this high flying small cap. Ran into a wall of sellers.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
THE GOOD:
First Solar FSLR - Caught a double and reduced the position @ the closing price of $215.76. This locks in a gain of 50.84% on this profitable trade.
THE BAD:
Aegean Marine Petrol ANW - Closed down 5%, $0.37 over 50 day MA of $37.46
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Closed below 50 day M.A of $15.58.
China Mobil CHL - Blew through its 50 day M.A. of $85.71.
Core Labs CLB - Big move to the downside pushed the stock well below 50 day M.A. of $131.03
China Medical CMED - Closed below its 50 day M.A. of $41.11.
Cypress Semi CY - Has not hit $30.90, 20% trailing stop, but closed near 50 day M.A. of $31.76
Devon Energy DVN - Closed below its 50 day M.A. of $86.37
iShares European Monetary Union EZU -2 points to the downside sent the stock below 50 day M.A. of $121.39
European DJ Stoxx 50 FEU - Closed over 1 point below 50 day M.A. of $53.68
Focus Media Holding FMCN - Volatility brings this stock back near 50 day M.A. of $56.19
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - Closed at its 50 day M.A. of $50.34
Owens Illinois OI - This defensive stock closed below its 50 day M.A. of $42.66 on high volume. We need to keep our eye on it, I figure it may be some profit taking.
Claymont Steel PLTE - Finally an up day, and a close above 50 day M.A. of $19.66
Potash POT - Down 4.75%, closing below 50 day M.A. of $108.16
UCN Inc. UCNN - Closed just above 50 day M.A. of $4.23. I will look to lock in profits on another dip.
United Online UNTD - closed down, but above its 50 day M.A. $15.41
Meridian Bioscience VIVO - Closed below 50 day M.A. of $30.53
THE UGLY:
PowerShares G10 Currency ETF DBV - Added @ $27.26. Removed @ $27.68 for a gain of $0.42 or 1.54%. Mentioned by Kevin Mahn on 9/10/07. A real struggle for this currency ETF.
Taleo Corp. TLEO - Added @ $29.28. Removed @ $25.23 on Nov. 19, 2007, for a loss of -$4.05 or -13.83%. Mentioned by Nancy Prial on 11/2/07. It was a tough time to get into this high flying small cap. Ran into a wall of sellers.
Disclaimer: This is a model portfolio, and in no way should these hypothetical positions replace your investment professional. These stocks are recommendations from my interviews with financial professionals, and I am attempting to put the stocks into an easy to understand format. Consult an investment advisor before making any purchases or sales in the equity markets.
Monday, November 19, 2007
Portfolio Update; Nov 19, 2007
Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
Anadarko Petroleum APC - A 2% move put this stock well clear of its 50 day M.A of $55.39.
Focus Media Holding FMCN - Blows through its 50 day M.A. of $55.87, up $4.92 on Friday. Puts us back in the black on this trade.
First Solar FSLR - A huge, 21 point, move puts this stock near a Double for the Portfolio. When the stock hits $214.00, I will cut the position in half.
URS Corp. URS: Continues its positive Mo, with another $0.70 move Friday
THE BAD:
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Climbed just above its 50 day M.A of $15.52.
China Mobil CHL - Closed ever closer to its 50 day M.A. of $85.38.
Core Labs CLB - Closed above its 50 day M.A. of $130.68, on a gain of $3.55.
China Medical CMED - Closed up on Friday, above its 50 day M.A. of $40.98.
Cypress Semi CY - $30.90 is the 20% trailing stop. Closed 1 point above 50 day M.A. of $31.65
PowerShares G10 Currency ETF DBV - A slight up day brought the price closer to, but still below its 50 day M.A. of $28.43. Still sitting on the counter, next to the chopping block.
Devon Energy DVN - Finished Friday up $1.21, at its 50 day M.A. of $86.20
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - This high quality stock is very close to its 50 day M.A. of $50.29
Claymont Steel PLTE - Closed down for the third straight day, at 50 day M.A. of $19.67
Potash POT - Up 2.75% on Friday, closing well clear 50 day M.A. of $107.77
Taleo Corp. TLEO - Another move lower pushed stock below day M.A. $26.30. Will look to limit losses on this position.
United Online UNTD - closed down, but above its 50 day M.A. $15.41
Meridian Bioscience VIVO - Closed above its 50 day M.A. of $30.47
THE UGLY:
Vista Gold VGZ - Added @ $3.90, removed @ $5.40 on Nov. 16, 2007 for gain of $1.50 or 38.46%. Mentioned by Adrian Day on 8/23/07. I let this stock run a little too long and it was time to lock in profits.
THE GOOD:
Anadarko Petroleum APC - A 2% move put this stock well clear of its 50 day M.A of $55.39.
Focus Media Holding FMCN - Blows through its 50 day M.A. of $55.87, up $4.92 on Friday. Puts us back in the black on this trade.
First Solar FSLR - A huge, 21 point, move puts this stock near a Double for the Portfolio. When the stock hits $214.00, I will cut the position in half.
URS Corp. URS: Continues its positive Mo, with another $0.70 move Friday
THE BAD:
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Climbed just above its 50 day M.A of $15.52.
China Mobil CHL - Closed ever closer to its 50 day M.A. of $85.38.
Core Labs CLB - Closed above its 50 day M.A. of $130.68, on a gain of $3.55.
China Medical CMED - Closed up on Friday, above its 50 day M.A. of $40.98.
Cypress Semi CY - $30.90 is the 20% trailing stop. Closed 1 point above 50 day M.A. of $31.65
PowerShares G10 Currency ETF DBV - A slight up day brought the price closer to, but still below its 50 day M.A. of $28.43. Still sitting on the counter, next to the chopping block.
Devon Energy DVN - Finished Friday up $1.21, at its 50 day M.A. of $86.20
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - This high quality stock is very close to its 50 day M.A. of $50.29
Claymont Steel PLTE - Closed down for the third straight day, at 50 day M.A. of $19.67
Potash POT - Up 2.75% on Friday, closing well clear 50 day M.A. of $107.77
Taleo Corp. TLEO - Another move lower pushed stock below day M.A. $26.30. Will look to limit losses on this position.
United Online UNTD - closed down, but above its 50 day M.A. $15.41
Meridian Bioscience VIVO - Closed above its 50 day M.A. of $30.47
THE UGLY:
Vista Gold VGZ - Added @ $3.90, removed @ $5.40 on Nov. 16, 2007 for gain of $1.50 or 38.46%. Mentioned by Adrian Day on 8/23/07. I let this stock run a little too long and it was time to lock in profits.
Friday, November 16, 2007
Portfolio Update; Nov. 16, 2007
Here comes the daily list of the Good, The Bad, and the Ugly.
THE GOOD:
URS Corp. URS: Jumped huge of the merger news with Washington group. Now it sits well above the 50 day M.A. Patience was rewarded.
THE BAD: most of the usual suspects are back on this list.
Anadarko Petroleum APC - Even the announcement the increased position from Carl Icahn, the stock closed down near its 50 day M.A of 55.38.
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Closed below its 50 day M.A of $15.51. Technicals are looking weak.
China Mobil CHL - Below 50 M.A. Looks weak Pre-market.
Core Labs CLB - Broke through its 50 day M.A. of $130.25 on a tough day down 5 points. Poised for a bounce premarket.
China Medical CMED - Sitting roughly half a point over its 50 day M.A. of $40.82.
Cypress Semi CY - $30.90 is the 20% trailing stop. Closed one point above its 50 day M.A. of $31.51
PowerShares G10 Currency ETF DBV - A slight up day brought the price closer to, but still below its 50 day M.A. of $28.42. This stock is sitting on the counter, next to the chopping block.
Devon Energy DVN - Closed below its 50 day M.A. of $86.18
Focus Media Holding FMCN - Closed below its 50 day M.A. of $55.79. Currently a loser for this portfolio, I will be looking to limit losses for this volatile stock.
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - This high quality stock is very close to its 50 day M.A. of $50.29
Claymont Steel PLTE - Bouncing near 50 day M.A. of $19.67
Potash POT - Had a really bad day closing near its 50 day M.A. of $107.70
Taleo Corp. TLEO - Closed near its 50 day M.A. $26.31
United Online UNTD - closed a point above its 50 day M.A. $15.41
Vista Gold VGZ - After a big move for us, the stock closed near its 50 day M.A. of $5.31. I will be looking to lock in profits soon.
Meridian Bioscience VIVO - Closed at its 50 day M.A. of $30.42
THE UGLY: The chopping block is lonely, for now. By close of Friday it may have more company.
THE GOOD:
URS Corp. URS: Jumped huge of the merger news with Washington group. Now it sits well above the 50 day M.A. Patience was rewarded.
THE BAD: most of the usual suspects are back on this list.
Anadarko Petroleum APC - Even the announcement the increased position from Carl Icahn, the stock closed down near its 50 day M.A of 55.38.
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Closed below its 50 day M.A of $15.51. Technicals are looking weak.
China Mobil CHL - Below 50 M.A. Looks weak Pre-market.
Core Labs CLB - Broke through its 50 day M.A. of $130.25 on a tough day down 5 points. Poised for a bounce premarket.
China Medical CMED - Sitting roughly half a point over its 50 day M.A. of $40.82.
Cypress Semi CY - $30.90 is the 20% trailing stop. Closed one point above its 50 day M.A. of $31.51
PowerShares G10 Currency ETF DBV - A slight up day brought the price closer to, but still below its 50 day M.A. of $28.42. This stock is sitting on the counter, next to the chopping block.
Devon Energy DVN - Closed below its 50 day M.A. of $86.18
Focus Media Holding FMCN - Closed below its 50 day M.A. of $55.79. Currently a loser for this portfolio, I will be looking to limit losses for this volatile stock.
Hittite Microwave HITT - Bouncing near its 50 day M.A. of $45.02
Noble Corp. NE - This high quality stock is very close to its 50 day M.A. of $50.29
Claymont Steel PLTE - Bouncing near 50 day M.A. of $19.67
Potash POT - Had a really bad day closing near its 50 day M.A. of $107.70
Taleo Corp. TLEO - Closed near its 50 day M.A. $26.31
United Online UNTD - closed a point above its 50 day M.A. $15.41
Vista Gold VGZ - After a big move for us, the stock closed near its 50 day M.A. of $5.31. I will be looking to lock in profits soon.
Meridian Bioscience VIVO - Closed at its 50 day M.A. of $30.42
THE UGLY: The chopping block is lonely, for now. By close of Friday it may have more company.
Thursday, November 15, 2007
Portfolio Update. Nov. 15, 2007
It is a volatile time to be in the markets, but no time for pity. The Brazilian stocks all have bounced nicely off their 50 day M.A., but, with volatile as King, I would not take my eye off of them just yet. Let me take you through some of the story stocks.
Closed Positions:
iShares Singapore Index - EWS Added @ $14.30. Removed on Nov. 14, 2007 @ $14.30 for No gain or loss. Mentioned by David Baker on 9/19/07. Spent 4th day below 50 day M.A. and showed few signs of recovery.
Powershares Intl. Dividend Achiever PID - Added @ $20.95. Removed on Nov. 14, 2007 @ the closing price of $21.06 for a gain of $0.11 or 0.53%. Mentioned by David Baker on 9/19/07. Almost the exact same story as EWS, and the small dividend is not enough to keep me waiting.
Penalty Box
China Mobil CHL - Has broken through its 50 day M.A., but it looks like near-term resistance is $94.75.
Core Labs CLB - Is above the 50 day M.A., but it may make a run for south of the border soon. Watch $130.25.
China Medical CMED - Has pushed through its 50 day M.A., but it may test it again before the week is through. There looks to be Support @ $40.75.
Cypress Semi CY - $30.90 is the 20% trailing stop. Hovering above 50 day M.A.
PowerShares G10 Currency ETF DBV - After closing above its 50 day on Tues., it finished Wed. below 50 day M.A. I may put this on the chopping block soon.
Devon Energy DVN - Remains perilously close to its 50 day M.A.
Focus Media Holding FMCN - Continues to bounce near 50 day M.A.
RS Corp. URS - While still below its 50 day M.A., two good bits of news give some hope. They were recently added to the S&P Mid cap 400 index, and Washington Group shareholders voted to approve the pending merger this morning. For these reasons, it will receive a temporary reprieve from the chopping block.
All the former members of the Penalty Box have made significant jumps over their 50 day M.A. and will continue to be monitored closely Best of Luck!
Closed Positions:
iShares Singapore Index - EWS Added @ $14.30. Removed on Nov. 14, 2007 @ $14.30 for No gain or loss. Mentioned by David Baker on 9/19/07. Spent 4th day below 50 day M.A. and showed few signs of recovery.
Powershares Intl. Dividend Achiever PID - Added @ $20.95. Removed on Nov. 14, 2007 @ the closing price of $21.06 for a gain of $0.11 or 0.53%. Mentioned by David Baker on 9/19/07. Almost the exact same story as EWS, and the small dividend is not enough to keep me waiting.
Penalty Box
China Mobil CHL - Has broken through its 50 day M.A., but it looks like near-term resistance is $94.75.
Core Labs CLB - Is above the 50 day M.A., but it may make a run for south of the border soon. Watch $130.25.
China Medical CMED - Has pushed through its 50 day M.A., but it may test it again before the week is through. There looks to be Support @ $40.75.
Cypress Semi CY - $30.90 is the 20% trailing stop. Hovering above 50 day M.A.
PowerShares G10 Currency ETF DBV - After closing above its 50 day on Tues., it finished Wed. below 50 day M.A. I may put this on the chopping block soon.
Devon Energy DVN - Remains perilously close to its 50 day M.A.
Focus Media Holding FMCN - Continues to bounce near 50 day M.A.
RS Corp. URS - While still below its 50 day M.A., two good bits of news give some hope. They were recently added to the S&P Mid cap 400 index, and Washington Group shareholders voted to approve the pending merger this morning. For these reasons, it will receive a temporary reprieve from the chopping block.
All the former members of the Penalty Box have made significant jumps over their 50 day M.A. and will continue to be monitored closely Best of Luck!
Wednesday, November 14, 2007
Portfolio Update for Wednesday Nov. 14, 2007
We got a much need bounce yesterday, sending almost all of the visitors of the Penalty Box above their 50 day M.A. This does not mean they are out of the clear. Continue to monitor all the companies listed in Red. Including URS Corp. (NYSE:URS), which will be spending its second day under the 50 day M.A., but is coming off a nice bounce yesterday. Hopefully, the update tomorrow can focus on so few laggards. Best of luck!
Tuesday, November 13, 2007
Stock Picks from Last Week, Playing Catch-up
With the roll out of the new Portfolio (into a terrible sell-off) last week, I fell behind updating the stock picks from a few Interviews. Here they are:
Global Investing; Vivian Lewis' Stock Picks
We discussed a unique way to play a growing Chinese middle-class and what Israel's addition to the FTSE list of developed countries on June 30, 2008.
American Dairy (NYSE:ADY), this Chinese producer of powdered milk should become the choice of uppity mothers across China.
First Israel Fund (NYSE:ISL) Vivian believes that this fund will be the first to get sucked up by other fund managers.
TEVA Pharmaceuticals (Nasdaq:TEVA) this maker of generic drugs should also get a lot of attention, come June 30, 2008.
Listen In!
http://www.wallstreetreporter.com/profile.php?id=27500
Royce Heritage Service (RGFAX); Charles Royce's Picks
Charles has a small cap focus (under $5 Bil) which chooses stocks with a long term horizon and focus of return on assets.
Both Lazard Ltd. (NYSE:LAZ) and Evercore Partners (NYSE:EVR) are two M&A companies that are being unfairly discounted due to an overall negative sentiment of the banking industry.
Morningstar, Inc. (Nasdaq:MORN) is dramatically expanding their product offerings and will make a great long-term holding.
AJ Gallagher (NYSE:AJG) Chuck believes that this is a great time to look at this insurance company.
Listen in.
http://www.wallstreetreporter.com/profile.php?id=27499
Global Investing; Vivian Lewis' Stock Picks
We discussed a unique way to play a growing Chinese middle-class and what Israel's addition to the FTSE list of developed countries on June 30, 2008.
American Dairy (NYSE:ADY), this Chinese producer of powdered milk should become the choice of uppity mothers across China.
First Israel Fund (NYSE:ISL) Vivian believes that this fund will be the first to get sucked up by other fund managers.
TEVA Pharmaceuticals (Nasdaq:TEVA) this maker of generic drugs should also get a lot of attention, come June 30, 2008.
Listen In!
http://www.wallstreetreporter.com/profile.php?id=27500
Royce Heritage Service (RGFAX); Charles Royce's Picks
Charles has a small cap focus (under $5 Bil) which chooses stocks with a long term horizon and focus of return on assets.
Both Lazard Ltd. (NYSE:LAZ) and Evercore Partners (NYSE:EVR) are two M&A companies that are being unfairly discounted due to an overall negative sentiment of the banking industry.
Morningstar, Inc. (Nasdaq:MORN) is dramatically expanding their product offerings and will make a great long-term holding.
AJ Gallagher (NYSE:AJG) Chuck believes that this is a great time to look at this insurance company.
Listen in.
http://www.wallstreetreporter.com/profile.php?id=27499
Lord Abbett Developing Growth A (LAGWX); Tom O'Halloran's Picks
Very much a top-down fund, Tom highlights two trends that should continue to return profits well into the future; Solar and Internet.
Sunpower (Nasdaq:SNPR) is a play on a residential build-out of solar panels. He notes that First Solar (Nasdaq:FSLR) is a better play on commercial solar expansion.
E - Health (Nasdaq:EHTH) is "the Geico of the health insurance".
Equinix, Inc. (Nasdaq:EQIX) helps provide more bandwidth for the Internet
Mercadolibre, Inc. (Nasdaq:MELI) is "the eBay of South America"
Listen IN!
http://www.wallstreetreporter.com/profile.php?id=27481
Very much a top-down fund, Tom highlights two trends that should continue to return profits well into the future; Solar and Internet.
Sunpower (Nasdaq:SNPR) is a play on a residential build-out of solar panels. He notes that First Solar (Nasdaq:FSLR) is a better play on commercial solar expansion.
E - Health (Nasdaq:EHTH) is "the Geico of the health insurance".
Equinix, Inc. (Nasdaq:EQIX) helps provide more bandwidth for the Internet
Mercadolibre, Inc. (Nasdaq:MELI) is "the eBay of South America"
Listen IN!
http://www.wallstreetreporter.com/profile.php?id=27481
Portfolio Update
It has been tough for stocks lately, but this mornings futures look positive. Only unloading one position, but the Penalty Box is full. This morning's hit list:
Quest Capital QCC - Purchase $2.59. Sold $2.60 on Nov 12, 2007 For a gain of $0.01 0.39%. Recommended by Dr. Mark Skousen on 9/20/07. Poor earnings shot the stock below its 50 day M.A.
PENALTY BOX: Keep your eye on these stocks.
Anadarko Petroleum APC - Near 50 day M.A.
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Seemed to bounce off 50 day M.A.
China Mobil CHL - First day below 50 M.A. Looks strong Pre-market.
Core Labs CLB - Near 50 day M.A.
China Medical CMED - Bouncing near the 50 day M.A.
Cypress Semi CY - $30.90 is the 20% trailing stop. Near its 50 day M.A.
PowerShares G10 Currency ETF DBV - First day below 50 M.A.
Devon Energy DVN - at its 50 day M.A.
iShares Singapore Index EWS - Near 50 day M.A.
ISHARE MSCI BRAZIL F EWZ - Near 50 day M.A. Looks like it will bounce today
Focus Media Holding FMCN - Bouncing near 50 day M.A.
Gol Air GOL - Bouncing near 50 day M.A.
Hittite Microwave HITT - Bouncing near 50 day M.A.
iShares S&P Latin 40 ETF ILF - Bouncing near 50 day M.A.
Noble Corp. NE - Bouncing near 50 day M.A.
Powershares Intl. Dividend Acheiv PID - Bouncing under 50 day M.A.
Claymont Steel PLTE - Bouncing near 50 day M.A.
CVRD RIO - Bounced off 50 day M.A.
Taleo Corp. TLEO - Bounced off 50 day M.A.
Unibanco UBB - Bounced off 50 day M.A.
United Online UNTD - Bounced off 50 day M.A.
URS Corp. URS - First day below 50 M.A.
Quest Capital QCC - Purchase $2.59. Sold $2.60 on Nov 12, 2007 For a gain of $0.01 0.39%. Recommended by Dr. Mark Skousen on 9/20/07. Poor earnings shot the stock below its 50 day M.A.
PENALTY BOX: Keep your eye on these stocks.
Anadarko Petroleum APC - Near 50 day M.A.
Yamana Gold AUY - $12.40 is the 20% trailing stop
Aspen Technology AZPN - Seemed to bounce off 50 day M.A.
China Mobil CHL - First day below 50 M.A. Looks strong Pre-market.
Core Labs CLB - Near 50 day M.A.
China Medical CMED - Bouncing near the 50 day M.A.
Cypress Semi CY - $30.90 is the 20% trailing stop. Near its 50 day M.A.
PowerShares G10 Currency ETF DBV - First day below 50 M.A.
Devon Energy DVN - at its 50 day M.A.
iShares Singapore Index EWS - Near 50 day M.A.
ISHARE MSCI BRAZIL F EWZ - Near 50 day M.A. Looks like it will bounce today
Focus Media Holding FMCN - Bouncing near 50 day M.A.
Gol Air GOL - Bouncing near 50 day M.A.
Hittite Microwave HITT - Bouncing near 50 day M.A.
iShares S&P Latin 40 ETF ILF - Bouncing near 50 day M.A.
Noble Corp. NE - Bouncing near 50 day M.A.
Powershares Intl. Dividend Acheiv PID - Bouncing under 50 day M.A.
Claymont Steel PLTE - Bouncing near 50 day M.A.
CVRD RIO - Bounced off 50 day M.A.
Taleo Corp. TLEO - Bounced off 50 day M.A.
Unibanco UBB - Bounced off 50 day M.A.
United Online UNTD - Bounced off 50 day M.A.
URS Corp. URS - First day below 50 M.A.
Monday, November 12, 2007
Portfolio Subtractions After a Tough Week
There is a list of stocks that were stopped out because they pulled below their 50 day M.A. Here is the list:
Bolt Technology BTJ Purchase - $36.35 Stopped out - $39.50 on Nov 7, 2007 for a gain of $3.15 or 8.67%. First Recommended by Jordan Kimmel on 9/21/07.
E-House EJ Purchased - $30.13 stopped out - $26.00 on Nov 8, 2007 for a loss of $4.13 or -13.71%. First recommended by Paul Goodwin 10/25/07.
EMC Corp. EMC purchase - $22.57 stopped out @ $21.50 on Nov 8, 2007 for a loss of -$1.07 or -4.74%. first recommended by John Buckingham 10/10/07.
Petro China PTR - Purchase - $136.74. 20% trailing stop - $213.00 on Nov 7th, 2007 for a gain of $76.26 or 55.77%. First Recommended by Jim Trippon 8/28/07.
Brazilian water SBS Purchase - $51.97. 50 day M.A. stop @ $50.25 on Nov 7, 2007 for a loss of -$1.72 or -3.31%. First recommended by Gordon Pape 10/5/07.
We are exiting these positions with an average gain of 8.5% and we will continue to monitor them to see if they will meet the Portfolio requirements in the future.
Keep Your eye on these stocks as they approach their 50 day M.A. (on the down side)
Aegean Marine Petroleum ANW
Aspen Technology AZPN
China Mobil CHL
China Medical CMED
PowerShares G10 Currency ETF DBV
Focus Media Holding FMCN
iShares Singapore Index EWS
Kinder morgan Energy Partners KMP
Powershares Intl. Dividend Acheiver PID
Claymont Steel PLTE
United Online UNTD
Meridian Bioscience VIVO
Bolt Technology BTJ Purchase - $36.35 Stopped out - $39.50 on Nov 7, 2007 for a gain of $3.15 or 8.67%. First Recommended by Jordan Kimmel on 9/21/07.
E-House EJ Purchased - $30.13 stopped out - $26.00 on Nov 8, 2007 for a loss of $4.13 or -13.71%. First recommended by Paul Goodwin 10/25/07.
EMC Corp. EMC purchase - $22.57 stopped out @ $21.50 on Nov 8, 2007 for a loss of -$1.07 or -4.74%. first recommended by John Buckingham 10/10/07.
Petro China PTR - Purchase - $136.74. 20% trailing stop - $213.00 on Nov 7th, 2007 for a gain of $76.26 or 55.77%. First Recommended by Jim Trippon 8/28/07.
Brazilian water SBS Purchase - $51.97. 50 day M.A. stop @ $50.25 on Nov 7, 2007 for a loss of -$1.72 or -3.31%. First recommended by Gordon Pape 10/5/07.
We are exiting these positions with an average gain of 8.5% and we will continue to monitor them to see if they will meet the Portfolio requirements in the future.
Keep Your eye on these stocks as they approach their 50 day M.A. (on the down side)
Aegean Marine Petroleum ANW
Aspen Technology AZPN
China Mobil CHL
China Medical CMED
PowerShares G10 Currency ETF DBV
Focus Media Holding FMCN
iShares Singapore Index EWS
Kinder morgan Energy Partners KMP
Powershares Intl. Dividend Acheiver PID
Claymont Steel PLTE
United Online UNTD
Meridian Bioscience VIVO
Sunday, November 11, 2007
The Global Guru; Nicholas Vardy's Picks
I hope you are ready to buy into some weakness, because Nicholas rattled off 5 Brazilian plays; 4 of which are ready to be added to the portfolio. First, the iShares Brazil Index (EWZ) will be added at its Friday closing price of $83.26. It is well above the 50 day M.A. and is ripe for the picking, down almost $3 on Friday. Second, Petroleo Brasiliero (NYSE:PBR) is another all star that will be added to the Portfolio at its Friday close of $107.76. Even if you believe that oil can not sustain these levels, PetroBras is for real. Third, CVRD (NYSE:RIO) will follow the lead and makes a great addition to the Portfolio at its Friday close of $35.70. Friday's pullback brought the stock under the standard 5% mark, but it has been trading well above the 50 day M.A. for some time now; welcome. Fourth, UniBanco (NYSE:UBB) was Nick's favorite Brazilian bank, and will make a great addition to the Portfolio at $148.86. The fifth and final stock mentioned does not join the party, but it may very soon. Banco Itau (NYSE:ITU) is below its 50 day M.A., but these banks do not have the same problems as US banks. It must be noted that Brazilian stocks have a rather high Beta. According to Nicholas, it is over 2, compared to US markets. I will be sure to monitor these additions closely.
LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27504
LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27504
Nate's Notes; Nate Pile's Picks
Unfortunately, none of Nate's picks are portfolio worthy just yet. Martek Biosciences (Nasdaq:MATK) is a good play on Omega 3 fatty acid and its acceptance into the mainstream of nutrition. It dipped below its 50 day M.A., like almost all stocks, on Friday but I will keep my eye on this story. He listed Wizzard Software (WIZD.OB) as a take-over play because they have become the largest "podcasting" company in the world. Also below its 50 day M.A., but at $2.52 it may make the Portfolio soon. Finally, Celgene (Nasdaq:CELG) has hit some hard times lately, but is a quality stock that needs a little momentum before it makes the Portfolio.
Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27517
Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27517
Wednesday, November 7, 2007
WSR Portfolio Introduction
In case you have not noticed there have over 125 stocks recommended during my Smart Money interviews. Can't keep track of them all? Well I can, and I have put them together into an easy to understand portfolio. They appear on the lower right-hand side of this blog and will be updated frequently. Here are the rules I will play by:
- If a stock is 5% above its 50 day moving average when it is recommended, it will be added immediately.
- If a stock is less than 5% above its 50 day moving average when it is recommended, it will be monitored until it rises over the 5% mark, or remains above the 50 day M. A. for 5 straight trading days. Then it will be added to the portfolio.
- Once a stock is in the portfolio, it will be reevaluated once it dips below the 50 day M. A.
- If a stock catches a double, I will sell half the position. The remainder of the position will be sold if the stock crosses the 50 day M. A. or hits a trailing 20% stop (which ever comes first).
- For now, all positions will be started in, equal, $1000 increments.
More rules will be added, I'm sure, but this is to get things started. The current portfolio is up 17% since the stocks were recommended on the Smart Money. This does not include CHNR and KUN, which both caught triples and were subsequently sold from the portfolio for over 150% profit each. The bottom line is these picks can make you money, and it is my job to show you how. I'll be in touch.
Monday, November 5, 2007
Managers AMG Essex Small/Micro Cap Growth A (MBRSX); Nancy Prial
Nancy has led this fund to a 26.7% gain YTD, and shows no signs of slowing now. Nancy was able to discuss two companies from her core holdings. She loves the growth from the on-demand software space. Taleo Corp. (NASDAQ:TLEO) which develops software for HR purposes. This company had a great pop from an earnings announcement the day before, up as much as 14% the day of this interview. Capella Education (NASDAQ:CPLA) which runs on-line educational courses is increasing market share and is expected to grow nicely in the future.
Successful managers make successful stock picks. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27457
Successful managers make successful stock picks. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27457
Schroder U.S. Opportunities Inv (SCUIX); Jenny Jones
Unfortunately, due to SEC regulations, Jenny was not able to mention any specific companies. Damn that SEC! She did, however, mention that the consumer area (retail and media specifically) are becoming attractive. She believes that the developing markets will slow, and will bring oil service and infrastructure companies down with them.
I wish that she could divulge more, but it is still a good idea to listen in.
http://www.wallstreetreporter.com/page.php?page=featured&id=27459
I wish that she could divulge more, but it is still a good idea to listen in.
http://www.wallstreetreporter.com/page.php?page=featured&id=27459
"Sound Advice" from Steve Horwitz
Steven follows the time tested theory of buying low and selling high. It seems simple, but it takes real guts to recommend the types of out-of-favor stocks that grace the Sound Advice portfolio. Three of those companies we discuss are Boston Scientific (NYSE:BSX), Ford convertible preferred (F-PS), and Schering Plough (NYSE:SGP). BSX's stent business is slowing, but the Guidant segment has seen some profit growth and the minimally invasive surgical products are growing even faster. SGP has great pharmaceutical sales and a great pipeline. Fred Hassan is a genius and the stock should be bought on any dip. F-PS is a wild-card. If you believe that Ford has a shot to turn things around, then these convertible shares are a bargain.
Think you know how to find a turn-around? Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27425
Think you know how to find a turn-around? Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27425
Stifel, Nicholaus & Co.; Richard Jaffe-Retail Analyst
You heard it here first, there will be a Christmas this year! While Richard is bullish on the consumer, he feels that there is a large scale shift among leading retailers. He believes Kohl's (NYSE:KSS) as the most likely to pull out of its slump. He cites there ability to promote brands such as Chaps by Ralph Lauren and now will promote the new Simply Vera brand. TJX Companies (NYSE:TJX) is a good defensive stock that will perform well in a tough retail environment. I am now a big shopper at TJ Maxx and Marshals, because I do not make Nordstrom-like wages. I really do not know much about this next company, but apparently if I were a girl aged 7-14 I would be all over Tween Brands (NYSE:TWB). Richard would like to see if the new management has been able to shake things up for the 4th qtr.
Want to here a guardedly bullish view on retail? Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27424
Want to here a guardedly bullish view on retail? Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27424
Cabot China/Emerging Markets Newsletter; Paul Goodwin
Did someone say China? Yes, that's right. Who couldn't use some more exposure to China? Paul highlights a couple of his recent recommendations. E-House (NYSE:EJ) is, as its name would indicate, a real estate company in China. They market real estate and own the only on-line listing service in China, the Chinese equivalent to the MLS service offered in this country. It is a hot IPO, so beware (but I'm sold on the business). The other company mentioned was MindRay (NYSE:MR). They have created a cheaper alternative for medical imaging machines. This company is going international with some great success. He would be buying any pullbacks.
You must know Chinese stocks, and you must LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27384
You must know Chinese stocks, and you must LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27384
MoneyandMarkets.com; Martin Weiss
Once the interview finally started, it was clear to see that Martin Weiss had solid ideas for investing. Here are the key points; US economic slowdown already happening, International ETF's, bearish US dollar, and bullish on gold. That is, perhaps, the consensus view on the markets right now, but should not be discounted. These are valid themes, with a very strong case. He threw out a nice disclaimer for all investors; do not over-invest, keep reserves of cash on hand.
Great investment advice worth a listen. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27382
Great investment advice worth a listen. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27382
The Rhodes Report; Richard Rhodes
Richard says his fundamental analysis "is the canvass on which he paints" and technical analysis gives him the proper entry and exit points. Technically speaking, Richard believes that there is some "top-building" developing in the S&P 500 and thinks that it may test the August lows of 1370. He also sees "top-building" in the oil service and exploration stocks, so he is shorting such stocks Frontline (NYSE:FRO), Teekay Corp. (NYSE:TK), Transocean (NYSE:RIG), and Schlumberger (NYSE:SLB). Richard used the phrase, "thrown the baby out with the bathwater" when describing regional banks (the baby) and Big financials (the bathwater). I love metaphors! He is also the only pro that I have interviewed that is bullish on the dollar.
He is a contrarian and you should probably Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27351
He is a contrarian and you should probably Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27351
Sunday, November 4, 2007
The Medical Technology Stock Letter; John McCamant
John McCamant really has his fingers on the pulse of the Bio-tech industry (poor pun intended). GenVek (Nasdaq:GNVC) caught his eye with a gene based treatment for inoperable pancreatic cancer. He believes that the phase III trial will be set up soon, and he has a BUY on this stock under $3 (currently sells at $2.44). Amylin Pharma (Nasdaq:AMLN) is developing a once a week diabetes treatment which could give the stock a nice push.
Bio-tech is a tough industry to figure out, so leave it to the pros. LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27350
Bio-tech is a tough industry to figure out, so leave it to the pros. LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27350
The PAD System Report; Dan Seiver
Patience and Discipline. Two traits that we could all use a bit more in our investment approach. Dan takes us through his strategy and is using the aging "Baby-boomer" theme to uncover some of his stock picks. If you have aching joints and creaking hips Stryker (NYSE:SYK) and Zimmer Holdings (NYSE:ZMH) may be the biggest beneficiaries. Both companies can help replace those nagging joints so you can still go rock climbing in your free time. He also believes that, get this, the dollar will continue to depreciate.
I can think of two worse traits to use for investing. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27349
I can think of two worse traits to use for investing. Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=27349
Touchstone Diversified Small Cap Growth Fund (TDSIX); Richard Jandrian III
This fund is up 17.8% YTD and seeks growth from a bottoms-up basis. Richard Jandrian tell us why two of his core holdings should be poised for future success. The first company we discussed was Euronet Worldwide, Inc. (EEFT:Nasdaq). This company is in a sweet spot for emerging market growth. They do data processing for cell phones and ATM's. When you have a growing middle class there are two things that are in high demand; Phone calls and cash. Micros Systems, Inc. (MCRS:Nasdaq) does IT consulting for restaurants and hotels with over 50% of the sales coming from outside the US. Oh, by the way, these stocks are up 15% and 13% respectively since his recommendations.
Great performance leads to great insight. Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27348
Great performance leads to great insight. Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27348
Trade Your Way to Financial Freedom; Dr. Van K. Tharp
Who hasn't had dreams of trading for a living? I mean we all pride ourselves on making good stock picks, but the good Doctor knows how to take it to the next level. This was a great interview, with terrific insight into the psyche of a successful trader. Many times we get in our own way of becoming a great trader. Dr. Tharp goes over several pitfalls that often take out good trades and make them lousy (or make lousy trades even worse). I am reviewing his book now and I'm sure it will not take long for me to try a life of trading myself (I'm sure my fiance will love that).
If you ever thought you wanted to trade for a living, LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27291
If you ever thought you wanted to trade for a living, LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27291
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