Well the little envelope came " 3rd Reminder " to renew and I really don't want to. the new smaller size, the roundtable has come and gone, I really wanted to thumb through this issue without finding an idea and then I could say you see last issue no luck this issue no luck, street.com is stealing the idea... I'm out of here...
But after a peruse, of course, i did find some interesting stuff, so here we go....
First off Alan Abelson makes an error! Yikes. In his second paragraph talking about China he refers to our stock market beating the pants off every market across the globe-- surely he meant China's market up 70% or whatever grotesque figure it is. The Paper plays down the sub prime effect on the brokers- so much for that short idea!-- Wed the 28th will be the revision to GDP-- that's a day on my calendar circled-- the markets reaction there will dictate wether we continue up at a fair pace. As early to mid march arrives the planetary cycles become aligned and that's when poop can hit the fan.
>Bull Piece on Ultimate Electronics PLEASE should of been in last weeks issue it was up huge for the week.
>Bull piece on Brookfield BAM- an asset management co into infrastructure plays but you know they switch stuff around, create holding companies and such it's tough to get your full bang of the infrastructure play.. well run though for sure. For a conservative investor. Also check out MIC from australian bank Macquarie buying up all our toll roads!
> Bull FifthThird piece. i get a spam request for all my FifthThird bank info every day... and I'm not even a customer!
> In tech week we talk about L-1 Identity Solutions
(ID) Insider Buying @ $15.02 this will be the one that runs monday. Other interesting Insider Buys... I like this unknown Terremark TWW and am doing alot more research on the name Chart wise it's interesting too. I'll be in this by end of week, if I can get another point out of GIGM. Let's move on...
> Ah Ha just as i suspected did you all read my musings while I was supposed to be meditating during a workout? I spoke about my wanting to short QCOM... well my argument is explained even to myself in the plugged in column. Why does it take so much more guts to short a stock than to buy it?
>Interview with really scary looking guy. Looks like the dude who married Eliz Taylor and gave her that really gay kiss. This guy has gloom and doom written all over him- his name is Mark Roberts and wouldn't you know he's a really good shortseller.
> Short Mohawk. Man when this thing super spiked last week I said to myself how can a carpet maker be doing this in the face of the housing downturn? Read Mr Robert's take on the name. Bottom line they have raised prices TWICE in the last 14 months pissing off their customers in an attempt to regulate margins and their sales are STILL going down in the carpet biz (60% of total sales). Look out below.
> Some of his recent victories of course my RACK (why didn't he call or write me?) RAIL, IndyBancorp, Administaff and a company that rents trailers to construction sites- WLSC. Now he's shorting the above mentioned MHK and he's taking on another high flyer in FOSL. I've been pimp slapped by FOSL last year so I am familiar with managements ability to screw up and the damn stock is up a good amount. Sounds like another really good idea. I'm just so glad he didn't say Movado MOV which I recently bought in a big way. His last short Heathways - gives good reasons there too-- What does a big sourpuss like this like? > That's always a good way to go the shorts longs as it were- he likes SAI & RJET.
The RJET really caught my eye because he explains the stability of their earnings in that they make long term contracts with airlines to fly under their brand and it's the airlines who are responsible for the fuel!
Didn't know that last part! Damn. I'm going to have to re subscribe to this freakin' reduced size rag!
I have to pick up the pace here folks- They do the same Baby Boomer story buy the old geezer stocks that we have seen so many times before. Oh fire the EDITORS*
European trader says Reuters must buy someone quick. I agree. they suggest FactSet FDS makes sense to me.
In biggest movers Birtch Mtn @ $3.05 up 26% I have a long and troubled history with this stock I just can't get it right. They quarry and build roads up in Canada in the oil sands where they look for oil... So when oil spikes to $60 the viability of oil sands comes back into play and that sector gets going....
Insider transactions also highlights L1 IDS Solutions,
boy it's going to be a race to the window monday morning with the rest of America I'm not sure it's even worth it... other names OPTR Pharm 2 buyers,
Encore Acquisition EAC 2 buyers...
Looks like Force protect an old SI stock got hit after hours pretty good 4.5% might be more downside there monday morning.
Ok we are done. Possible Longs are as follows:
ID // TWW // RJET // SAI // FDS // BMD // OPTR & EAC. Possible Shorts include: MHK // FOSL // QCOM //
HWAY // FRPT...
But after a peruse, of course, i did find some interesting stuff, so here we go....
First off Alan Abelson makes an error! Yikes. In his second paragraph talking about China he refers to our stock market beating the pants off every market across the globe-- surely he meant China's market up 70% or whatever grotesque figure it is. The Paper plays down the sub prime effect on the brokers- so much for that short idea!-- Wed the 28th will be the revision to GDP-- that's a day on my calendar circled-- the markets reaction there will dictate wether we continue up at a fair pace. As early to mid march arrives the planetary cycles become aligned and that's when poop can hit the fan.
>Bull Piece on Ultimate Electronics PLEASE should of been in last weeks issue it was up huge for the week.
>Bull piece on Brookfield BAM- an asset management co into infrastructure plays but you know they switch stuff around, create holding companies and such it's tough to get your full bang of the infrastructure play.. well run though for sure. For a conservative investor. Also check out MIC from australian bank Macquarie buying up all our toll roads!
> Bull FifthThird piece. i get a spam request for all my FifthThird bank info every day... and I'm not even a customer!
> In tech week we talk about L-1 Identity Solutions
(ID) Insider Buying @ $15.02 this will be the one that runs monday. Other interesting Insider Buys... I like this unknown Terremark TWW and am doing alot more research on the name Chart wise it's interesting too. I'll be in this by end of week, if I can get another point out of GIGM. Let's move on...
> Ah Ha just as i suspected did you all read my musings while I was supposed to be meditating during a workout? I spoke about my wanting to short QCOM... well my argument is explained even to myself in the plugged in column. Why does it take so much more guts to short a stock than to buy it?
>Interview with really scary looking guy. Looks like the dude who married Eliz Taylor and gave her that really gay kiss. This guy has gloom and doom written all over him- his name is Mark Roberts and wouldn't you know he's a really good shortseller.
> Short Mohawk. Man when this thing super spiked last week I said to myself how can a carpet maker be doing this in the face of the housing downturn? Read Mr Robert's take on the name. Bottom line they have raised prices TWICE in the last 14 months pissing off their customers in an attempt to regulate margins and their sales are STILL going down in the carpet biz (60% of total sales). Look out below.
> Some of his recent victories of course my RACK (why didn't he call or write me?) RAIL, IndyBancorp, Administaff and a company that rents trailers to construction sites- WLSC. Now he's shorting the above mentioned MHK and he's taking on another high flyer in FOSL. I've been pimp slapped by FOSL last year so I am familiar with managements ability to screw up and the damn stock is up a good amount. Sounds like another really good idea. I'm just so glad he didn't say Movado MOV which I recently bought in a big way. His last short Heathways - gives good reasons there too-- What does a big sourpuss like this like? > That's always a good way to go the shorts longs as it were- he likes SAI & RJET.
The RJET really caught my eye because he explains the stability of their earnings in that they make long term contracts with airlines to fly under their brand and it's the airlines who are responsible for the fuel!
Didn't know that last part! Damn. I'm going to have to re subscribe to this freakin' reduced size rag!
I have to pick up the pace here folks- They do the same Baby Boomer story buy the old geezer stocks that we have seen so many times before. Oh fire the EDITORS*
European trader says Reuters must buy someone quick. I agree. they suggest FactSet FDS makes sense to me.
In biggest movers Birtch Mtn @ $3.05 up 26% I have a long and troubled history with this stock I just can't get it right. They quarry and build roads up in Canada in the oil sands where they look for oil... So when oil spikes to $60 the viability of oil sands comes back into play and that sector gets going....
Insider transactions also highlights L1 IDS Solutions,
boy it's going to be a race to the window monday morning with the rest of America I'm not sure it's even worth it... other names OPTR Pharm 2 buyers,
Encore Acquisition EAC 2 buyers...
Looks like Force protect an old SI stock got hit after hours pretty good 4.5% might be more downside there monday morning.
Ok we are done. Possible Longs are as follows:
ID // TWW // RJET // SAI // FDS // BMD // OPTR & EAC. Possible Shorts include: MHK // FOSL // QCOM //
HWAY // FRPT...
