What Has Stoney Done For You?

short people are in a bad mood.

stockpickers can't beat the averages-

certain stocks are over represented and etf's make stocks move in tandem

I have a way of clustering time relevant events in such a way that is macro as well as micro if that makes any sense. It's all in the timing.

I have purposely structured these ET accounts to explode UP in Oct so by then there will be no doubt and no haters.

I work hard. I share for free. I hope for the best. I deliver the goods.
some short people have trouble with that.. ~si
 
Quote from stonedinvestor:


I work hard.
More...

Keep it up, you might graduate soon from wearing the helmet. Although I think you will be riding the short yellow bus for many years to come.
 
I don't work hard. That's an insult to all the poor stiffs who work hard picking grapes and whatnot. I pay attention and have a knack for stocks I should of said. In fact in my life I have never really worked for many people. I painted houses part of a team with a head guy but I knew him well. I caddied for a while, that was fun I knew nothing about the game and just said ' tuck your shoulder.' I took my English degree and promptly went to work at Andy Warhol studios. Having Andy as a boss is not the usual work place dynamics to say the least. For many years I worked there in film & video. I was young these were great days. After Warhol died me and the wife decided to use her furious consumption of money for clothes for some good and we opened a clothing store in NYC. I am proud to say we made it ten years downtown through the Twin Towers days and just to the very beginning of the recession before folding up.

In each of these jobs there was some latitude for pot smoking and free thinking, playing music and such... I tried to get a few real jobs like as a sportswriter & I almost got that one but the smoke around my desk got me the early boot. Before my first byline actually. Some folks in the money world have tried to harness me to no avail; I like to take baths during the day sometimes. I don't know why this freaks some District Managers out... You got to want it you got to slobber all over the work, day and night. calm down, A lot of good thinking can get done in a hot bath and it serves as contraception. A lesson I learned only after several painful years of trying to get my wife pregnant.

Is there a hedge fund that would allow me a ventilated room and provide an European like bath in the middle of the office? There just might be...~stoney
 
I'll be back later to flush all of this out but as warned SPRD was near the end of it's run took a downgrade today. You'll notice me fretting about it in the past few days, luckily still booked a 40% gain.

Looked for a pricing advantage on a stk I'm watching and one came in on QUIK-
I missed this stk once before on a limit order it can scoot when the going is good and look at this chart folks! Vol trends galore! OBV very high 4 month b/o @ $5 level with an 5 year high of $6.57 that's guaranteed on this move-- I'm thinking more like $9 these guys are very in right now in phones that is, I'll profile later. With a 6% turndown today which seems excessive and still at that important $5 level the play today is 2000 Shares QUIK!!! I'm buying less stocks and upping the shares as I go for some last kills while the hunting is moderately good. ~stoney
 
I got another $5 stk I'm hot on. Kind of wish I had gone with this too today but I want to be careful in pruning winners from the portfolio to raise funds. Nothing worse than seeing one run after you've sold it as I'm sure FMCN will. This is the tricky part of judging overall markets and deciding which stks to invest in... we are churning here and analysts have started to take some potshots at leaders who may not deserve their current prices. Markets don't just reverse, real corrections come in several waves of gentle reminders and we got a reminder today that (sigh) yes Europe may be simmering again.

Anyway the stock is called ZAGG- and they make the plastic covery things that goes on IPOD's and other Apple products, they do some battery re charge stuff... it's a very fast growing little company. And although there is no barrier to entry and this isn't brain science - still no one seems to be stepping to ZAGG, & their slimness which is in fashion.

ZAGG Idea- $5.00

From a Seeking Alpha piece-

ZAGG Incorporated (Nasdaq: ZAGG) makes protective coverings for electronic devices including iPods, iPhones, iPads, and global positioning systems. The company is headquartered in Salt Lake City, Utah.

If the trend toward mobile devices continues, as I believe it will (and most research supports this position), soon the majority of people with mobile devices could be flocking to ZAGG's products to protect their investment. It could even be a takeover target, although at this point that is pure speculation.

I think there's tremendous growth potential for this little specialized industry, and ZAGG is posting pretty impressive numbers. The company showed signs of strong growth after reporting earnings for the second quarter of 2010.

ZAGG reported record revenue of $15.1 million, up 63 percent from $9.2 million from the second quarter of 2009. I love young companies that have strong revenue growth, especially one that has a market cap of just $71 million.

The company brought in 66 percent of its revenue from indirect wholesale channels, 23 percent from its website (this serves retail customers), and 8 percent from its mall cart and kiosk business. If the company can further diversify its revenue stream, it will be in an even stronger position down the road.

ZAGG expects to see strong demand from its existing partners including Best Buy Co. (NYSE: BBY) and RadioShack (NYSE: RSH). The company also added AT&T Inc. (NYSE: T) as its newest channel partner. Robert G. Pedersen II, President and CEO of ZAGG said this will be an "...important relationship in our future growth strategy". The company launched the new distribution agreement with AT&T in June in all corporate AT&T locations.

ZAGG's gross margin of over 50 percent should also pique investors' interest. If competition within the industry increases, the company has room to lower prices by decreasing its margins, which could thus increase demand for its products.

Although there are a few competitors in the industry - including two private companies, Power Support and SGP - I think demand for ZAGG's protective coverings will stay strong. What's more, ZAGG does not have any long-term debt, and has $6.4 million in cash on hand.

Although the story may be bright for the company, its stock has been very volatile over the last two years. Over the last year the stock moved significantly lower - but it seems to have found support around $2.00 and has been moving higher since early summer. The stock is up 43 percent since June 1.

ZAGG Incorporated (Nasdaq: ZAGG) makes protective coverings for electronic devices including iPods, iPhones, iPads, and global positioning systems. The company is headquartered in Salt Lake City, Utah.

If the trend toward mobile devices continues, as I believe it will (and most research supports this position), soon the majority of people with mobile devices could be flocking to ZAGG's products to protect their investment. It could even be a takeover target, although at this point that is pure speculation.

I think there's tremendous growth potential for this little specialized industry, and ZAGG is posting pretty impressive numbers. The company showed signs of strong growth after reporting earnings for the second quarter of 2010.

ZAGG reported record revenue of $15.1 million, up 63 percent from $9.2 million from the second quarter of 2009. I love young companies that have strong revenue growth, especially one that has a market cap of just $71 million.

The company brought in 66 percent of its revenue from indirect wholesale channels, 23 percent from its website (this serves retail customers), and 8 percent from its mall cart and kiosk business. If the company can further diversify its revenue stream, it will be in an even stronger position down the road.

ZAGG expects to see strong demand from its existing partners including Best Buy Co. (NYSE: BBY) and RadioShack (NYSE: RSH). The company also added AT&T Inc. (NYSE: T) as its newest channel partner. Robert G. Pedersen II, President and CEO of ZAGG said this will be an "...important relationship in our future growth strategy". The company launched the new distribution agreement with AT&T in June in all corporate AT&T locations.

ZAGG's gross margin of over 50 percent should also pique investors' interest. If competition within the industry increases, the company has room to lower prices by decreasing its margins, which could thus increase demand for its products.

Although there are a few competitors in the industry - including two private companies, Power Support and SGP - I think demand for ZAGG's protective coverings will stay strong. What's more, ZAGG does not have any long-term debt, and has $6.4 million in cash on hand.

Although the story may be bright for the company, its stock has been very volatile over the last two years. Over the last year the stock moved significantly lower - but it seems to have found support around $2.00 and has been moving higher since early summer. The stock is up 43 percent since June 1.

ZAGG is expected to grow earnings by 67 percent this year and 36 percent in 2011. Revenue is expected to average around 30 percent over the same period. This is a reasonably fast-growing company in a strong industry, and while it has significant exposure to discretionary spending, a potential weak spot in the economy, I believe demand for mobile devices will continue to support strong sales.

>>> Ok I was a bit harsh- their product is sort of high tech originally, ZAGG's film covering was designed to protect the blades of military helicopters. Later it was determined that it could also be used to protect everyday electronic devices - like those made by Apple.

>>> and from small caps network-
ZAGG Inc., (ZAGG) http://www.zagg.com/ currently trading in the $4.04 range. ZAGG has a 52-week high of $7 set on 11-10-09 with current trailing twelve month revenues of $44+ million and a positive ttm diluted EPS of +$0.16. I like those earnings. ZAGG makes and sells protective coverings, audio accessories, and power solutions for consumer electronic and hand-held devices, under the invisibleSHIELD, ZAGGaudio, and the ZAGGskins brand names. ZAGG offers approximately 4,000 precision pre-cut designs of its products. Last week ZAGG said it is begun selling its invisibleSHIELD and ZAGGskins protection for Apple’s new lineup of digital media devices including the latest in Apple’s iPod touch, iPod nano, and iPod shuffle lines. “We are accustomed to Apple creating electronics that are an ideal balance of form and function, and these new releases are no exception,” said Derek Smith, VP of Sales for ZAGG. “Both the original invisibleSHIELD and ZAGGskins will allow owners of the new iPods to use and personalize their gadgets without fear of scratches, and without adding bulk to the amazing design.” I have written on ZAGG a number of times and most recently on Aug 25 when the stock was trading in the $3.69 range. Just to update my thinking, even though the stock has gained +$0.35 in less than a month, it remains $3 off its high. ZAGG would be a ‘Buy on the Dips’ consideration for me. "

>>> Well of course it never dipped and is sitting at $5.00. This stock interests me.
~stoney
 
Hey nice call on HDY. Hope you got in. I've been eying it and was thinking about getting in soon. Unfortunately, look what it did today without me :(
 
yea Wies it was huge 2.2 million shares - thanks for noticing. Not even the 3-D info which was weird- I'm thinking a newsletter somewhere got a hold of the idea today's news was not so large. The ole 25% gain. That's Stonedinvesting!
 
Our other pick from a few weeks ago FNSR is now doing it's thing. It's a b/o !!
But my instinct is to sell.

Tricky time in the market here because if I'm wrong and we don't retrench here. I will suddenly be in the terrible position of selling my winners, a cardinal sin. This upcoming earnings season I don't feel good about like the last one. The odds it would seem to me are now THREE to one that your stocks get slammed. Your stock could miss, they could talk down the future based on Europe uncertainties or analysts could just shoot in on valuation... against that you have to have a beat and raise and glowwy outlook. Some stocks might pull it off.

Retail is especially interesting right now. I'm not buying the rally. Beer however is stable and pricing is up and COORS is a stk we all watch at $44.00 to lets say $48.00, year after year. I see some signs of a possible move in the making for TAP in the chart. take a look. I want to own TAP because it's the type of stock that is going to get index buying and has a dividend... the fed's aim is to force folks out of the bond market and into these safeish plays... then when the index's drag them up... by virtue or not people's faith will be restored in the market. I hope I'm not giving too much away, but that is the plan. I should have many more dividend paying stocks in my account then I do and TAP fits in perfectly with what I want to do. As a kicker there is the very large possibility of a takeover eventually. My hedge fund guys like it and the name got squeezed out of my portfolio because of my constant tinkering....

The move today I think will be to SELL FINISAR INTO STRENGTH AND BUY TAP.

I want to have the account more stable for the next month and have two or three biotechs that have a rosy future- in my experience people sell those stocks last in a correction. i do not believe a 10% correction is coming but I very much feel a quick 5% is in the cards... then a weak bounce into a flatline thru the elections. During that flat line period- holding stocks will be very tricky - those that misbehave will be punished severely.

Ok so we are risking down and the only question is can we look ourselves in the mirror and squeeze in ZAGG as well? I'm not feeling it at the moment.~stoney
 
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