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  1. J

    Ruthless trader

    Bought 5 blocks at 14.62, and wrote the 500 July 15 calls for .20/contract. Outstanding fourth quarter results provided Oracle with some justification for the flurry of acquisitions completed over the past 18 months. Revenue increased 25%, including a 32% rise in the new software license...
  2. J

    Ruthless trader

    Sandy Ward and John Aiken, head of research at Majestic Research, advised against Apple (AAPL), citing slowing growth in iPod revenues. The see second quarter iPod sales of 7.3 million units, which would be significantly below even the recently reduced estimates of other analysts, which are...
  3. J

    Ruthless trader

    Talks have been circulating at Merrill lately in ragards to a 50 billion plus hostile takeover of YHOO by MSFT. It has been the view of Merrill that Googles ongoing traffic share gains and greater focus on building a software platform (recent spreadsheet launch and Adobe partnership) increase...
  4. J

    Ruthless trader

    This coming Monday, Intel launches the Woodcrest processor at 10:00am pacific time. Industry analysts include the following: A. Original equipment manufacturers (OEMs) B. Operating system vendors (OSVs) C. Independent software vendors (ISVs) D. Industry alliances and standards...
  5. J

    Ruthless trader

    Bought 1 block at 25.16 and sold 100 July 25.00 calls for 1.45/contract. After a nearly drop of 40% since Feb of 2006, the stock has reached a fair value. I also believe that the price war between INTC and AMD will boost PC demand in the second half of the year. At $25.16, AMD shares trade...
  6. J

    Ruthless trader

    With BBY announcing that they will be selling Apple Macs, Apple's growth in the second quarter may be inhanced. With the company’s new product pipeline and an improving competition position, with an OS update coming by year end, Apple is well-positoned to outperform over the next several...
  7. J

    Ruthless trader

    According Bear Sterns and data from released from ComScore, Google could grow sequential net revenues north of 11%, to $1.7 billion. The have raised their net revenue estimate to $1.7 billion from $1.63 billion.
  8. J

    Ruthless trader

    Folks, INTC is a strong sell. Yes, I understand that I should not make a powerful and certian statment like that, but the 18.60 daily resistance failed again after the first attempt on 6/19/06. Besides, look at the anemic volume.
  9. J

    Ruthless trader

    It's a buy here with heged calls. The projected growth of 25% at 23 times forward earnings is achievable. http://moneycentral.msn.com/investor/invsub/results/hilite.asp?Symbol=ebay
  10. J

    Ruthless trader

    Purchased 3 blocks of AMMD at 15.50 When a solid track record like Vertical Group is buying AMMD, I want to be on their side. The group has a solid track record with other investments, including Wright Medical Group, Lifecore Biomedical and Ventana Medical Systems. Vertical Group also recently...
  11. J

    Ruthless trader

    the AMMD purchase of Laserscope surgery center will be accretive to cash earnings per share in 2007 and accretive to reported earnings per share in 2008 and beyond. Unfortunately in this day and age, making an acquisition that will benefit earnings in two years is just too long for many...
  12. J

    Ruthless trader

    All I have remaining in TSO is 3000 shares from 69.30
  13. J

    Ruthless trader

    Originally Posted by Jack Haddad, 6/16/06, 1:07PM Bought back 100 June 65.00 calls at .05 and wrote the July 60.00 at 6.30 ------------------------------------------------------------------------------------ Sold 1 block of TSO at 64.81, and bought back the july 60 calls at 6.00/contract...
  14. J

    Ruthless trader

    Between June 12 to 16, Richard Emmitt( General Partner and Director at American Medical Sciences Holdings), purchased a total of 650,000 shares for $16.24 per share. He now owns a total of 1.3 million shares or approximately 2% of the company's outstanding shares. On June 13, another...
  15. J

    Ruthless trader

    Aside from strong fundamentals, Technicals are pointing to a new 52 week high on ORCL. Today's volume is pretty heavy. If 15 is breached, look for 16.25 till you have any resistance
  16. J

    Ruthless trader

    China's lack of freedom of press and expression is once again reminding all of us of their unease with the information highway. Both SINA and SOHU have been blocked by authorities in Beijing, apparently due to their failure to effectively block access to sites with content the government...
  17. J

    Ruthless trader

    The month of May has rendered steep losses for gold and silver. It was only in the first week of May that gold hit a 27-year high of 730/ounce. How could such a slump ensue? Moreover, Price Water Coopers, a global professional services firm, just published an analysis of the world's 40...
  18. J

    Ruthless trader

    Currently, Yahoo! Finance is the most popular personal finance Web site in the U.S., according to research from Hitwise [with] 34.9 percent share of the market, as of the week ending June 10, 2006. The next most popular personal finance Web site was MSN MoneyCentral with a 13.67 percent share...
  19. J

    Ruthless trader

    An analyst from UBS by the name Tom Thornhill makes the case for INTC, Thornhill, argueing that the compnay has improved its competitive position versus Advanced Micro Devices (AMD) and seems poised to show improving gross margins and operating margins for 2008. While I agree with INTC's...
  20. J

    Ruthless trader

    According to Robbie Bach, manager of the Xbox video game business, Microsoft is developing a music and video device to compete with Apples iPod and creating its own music service to rival Apples iTunes.
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