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| Im Not Warren Buffett |
 Posted: Sat Apr 28, 2007 3:18 pm Post subject: |
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CFO
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I spent some time today updating my model for the start of the next month, and although I haven't completely sorted through the results I have highlighted the top five mega-caps.
As always, the results are interesting. I have to say that I really like all of the top five, although I have a feeling there is a certain person around here who will vehemently disagree - really, I had no involvement in picking the stocks, I just read right down the list!
Top Five Mega-Caps |
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| Im Not Warren Buffett |
| Posted: Sun Apr 29, 2007 7:19 pm Post subject: |
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CFO
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For those of you feeling speculative, here is the list of the Top 5 Micro and Small-Caps for the month.
#1 certainly looks like an interesting stock, and its right up Grim's alley too! Again, I have no "hands-on" involvement in picking these stocks, it is simply the results given by a quantitative formula that is applied to the results from a screen. Still, the irony of #1 on this list and #1, 2 and 3 from the other list is amusing to say the least. |
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| Im Not Warren Buffett |
| Posted: Tue May 01, 2007 8:44 am Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | For those of you feeling speculative, here is the list of the Top 5 Micro and Small-Caps for the month. |
Heh, a bit of variability in returns there... as I said, speculative.
CPY is really running though.   |
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| Im Not Warren Buffett |
| Posted: Tue May 01, 2007 6:54 pm Post subject: |
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CFO
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I found a couple additional data points today that I believe support a continued rise in natural gas prices - namely, to the point where I see little chance of natural gas slipping under $7 anytime soon. Thinking back to the cash flow projections, W&T is very profitable at the $7 point. WTI is up about 14% since the update I gave above, and I see it going higher. |
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| Im Not Warren Buffett |
| Posted: Tue May 01, 2007 9:02 pm Post subject: |
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CFO
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| So, I'm slacking off on my important work tonight to do the occasional bit of research into a couple favorite holdings... I still see no reason why Valero (VLO) doesn't keep running up through $75-80. Should it get there, I have another number in mind but I don't want to be premature and inspire the wrath of the Reaper. |
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| Grimreaper |
| Posted: Wed May 02, 2007 2:43 am Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | So, I'm slacking off on my important work tonight to do the occasional bit of research into a couple favorite holdings... I still see no reason why Valero (VLO) doesn't keep running up through $75-80. Should it get there, I have another number in mind but I don't want to be premature and inspire the wrath of the Reaper. |
Sheeesh...foist ya wreck da RE seckter by taking Cramer's bottom call and making it yers...afta TOL wassa up 20% from where he tried ta call bottom.  Now ya think wishful thinkin is gonna make Earl overcome Reaper majik. You in truble son! BIG truble.  Purty kewel da way USO made da tern right at da numba da Reaper mentioned huh? Oooooh I know.....ya can't say it terned yet cause it ainna oblivious to ya. It will be.  Watch me make tiny portfolios outta GAHUGE portfolios. |
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| Grimreaper |
| Posted: Wed May 02, 2007 5:10 am Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | So, I'm slacking off on my important work tonight to do the occasional bit of research into a couple favorite holdings... I still see no reason why Valero (VLO) doesn't keep running up through $75-80. Should it get there, I have another number in mind but I don't want to be premature and inspire the wrath of the Reaper. |
First...I wanted ta say dat I think it's a fine thang you's doin in tryin ta become an anal-yst. Ya gots da anal-ysis down purty good....I mean...CNBC could parade you on screen anna you'd tawk jist like mosta da fokes we see everyday. Some constructive criticism? 1) Doan wait until Earl plays yer cawd anna then come back in 3 mumphs anna say  "Well, my take that VLO "should" see $80 was based on $65 dallah Earl" Ya done dat last time ifn ya rememba. 2) Learn da lingo! "With refinery capacity waning and no new construction of new facilities for the forseeable future we expect global demand to continue to drive prices higher....."if" they don't go lower that is"  |
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| Im Not Warren Buffett |
| Posted: Wed May 02, 2007 7:43 am Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | For those of you feeling speculative, here is the list of the Top 5 Micro and Small-Caps for the month. |
In other news, its apparent why CPY is up 32% in the last two days... CPI buys PCA |
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| Im Not Warren Buffett |
| Posted: Wed May 02, 2007 8:16 am Post subject: |
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CFO
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| And I also bought the pullback in Headwaters (HW) yesterday off earnings... which they crushed, but I guess "earnins doan matta" - I still like the stock alot... I'm just going to be patient. |
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| Im Not Warren Buffett |
| Posted: Sun May 06, 2007 8:56 pm Post subject: |
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CFO
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This week I'm looking for a breakout in Freeport (FCX) through $72, as well as a bounce in Aspreva Pharmaceuticals (ASPV).
How about we see if we can fill that gap in Imperial Sugar (IPSU) and add another dollar or so onto the price, and also see if W&T Offshore (WTI) keeps riding the natural gas momentum up.
And in other news... alert the shorts and anyone who wants to tag me as "Jinxie", Valero (VLO) is never having another down day again.  |
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| Im Not Warren Buffett |
| Posted: Mon May 07, 2007 10:20 am Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | This week I'm looking for a breakout in Freeport (FCX) through $72, as well as a bounce in Aspreva Pharmaceuticals (ASPV).
How about we see if we can fill that gap in Imperial Sugar (IPSU) and add another dollar or so onto the price, and also see if W&T Offshore (WTI) keeps riding the natural gas momentum up.
And in other news... alert the shorts and anyone who wants to tag me as "Jinxie", Valero (VLO) is never having another down day again. |
Alright, FCX bumped up a bit but nothing inspiring yet. IPSU turned in a beautiful performance today, and ASPV is now on the to-bounce list - bought more of that. No real action from WTI either, it was a bit of a slow day overall.
And Grim, why no celebrating over VLO today? I completely telegraphed what was going to happen for you... |
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| Grimreaper |
| Posted: Mon May 07, 2007 12:59 pm Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | Im Not Warren Buffett wrote: | This week I'm looking for a breakout in Freeport (FCX) through $72, as well as a bounce in Aspreva Pharmaceuticals (ASPV).
How about we see if we can fill that gap in Imperial Sugar (IPSU) and add another dollar or so onto the price, and also see if W&T Offshore (WTI) keeps riding the natural gas momentum up.
And in other news... alert the shorts and anyone who wants to tag me as "Jinxie", Valero (VLO) is never having another down day again. |
Alright, FCX bumped up a bit but nothing inspiring yet. IPSU turned in a beautiful performance today, and ASPV is now on the to-bounce list - bought more of that. No real action from WTI either, it was a bit of a slow day overall.
And Grim, why no celebrating over VLO today? I completely telegraphed what was going to happen for you... |
Hey!...well thanks fer da help wit VLO...but wasn't that you dat bailed at $57 cause ya got wear'd out from da heavy liftin?....it wasn't cause ya was skeeeered I hope. I'd luv ta have ya on da team....but I doan allow no skeeerdy catz. |
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| Im Not Warren Buffett |
| Posted: Mon May 07, 2007 1:14 pm Post subject: |
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CFO
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| Grimreaper wrote: | | Hey!...well thanks fer da help wit VLO...but wasn't that you dat bailed at $57 cause ya got wear'd out from da heavy liftin?....it wasn't cause ya was skeeeered I hope. I'd luv ta have ya on da team....but I doan allow no skeeerdy catz. |
I mean, someone has to be right about that stock, so I figured I would drop you a hint so you have a clue (and a chance).
And as for selling on eI... um hm. Because we've rehashed this a couple times, and when I sell something here to lock up the monthly prize is definitely the be-all-end-all of anything. Honestly, I think you just bring that up because you don't find it comfortable to be caught dead-wrong on another energy stock for over 40%. But then, Geb can back me up on VLO being a good call that brough in some cash... and I think anyone else who has read our, uh, "discussions" about VLO will know who has been right and who has been wrong. Need I put a chart here so you can understand? |
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| Grimreaper |
| Posted: Mon May 07, 2007 1:46 pm Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | Grimreaper wrote: | | Hey!...well thanks fer da help wit VLO...but wasn't that you dat bailed at $57 cause ya got wear'd out from da heavy liftin?....it wasn't cause ya was skeeeered I hope. I'd luv ta have ya on da team....but I doan allow no skeeerdy catz. |
I mean, someone has to be right about that stock, so I figured I would drop you a hint so you have a clue (and a chance).
And as for selling on eI... um hm. Because we've rehashed this a couple times, and when I sell something here to lock up the monthly prize is definitely the be-all-end-all of anything. Honestly, I think you just bring that up because you don't find it comfortable to be caught dead-wrong on another energy stock for over 40%. But then, Geb can back me up on VLO being a good call that brough in some cash... and I think anyone else who has read our, uh, "discussions" about VLO will know who has been right and who has been wrong. Need I put a chart here so you can understand? |
Yes...anybody can eeeeasily read what da both ovus said. That's why I like sites like this. It is a permanent stain on histery. Like yer $57 dallah sale on VLO....documented to yer satisfackshun I might add. BTW, I don't unnerstand why ya didn go wit PCU at $78 when I told ya Manny was bringin in the new guy and makin him make a false trade ta $88? Ahhhh...who knows, maybe FCX will get a buyout proposition...it's grossly overvalued enuff to. Oh yeah....one mo thang....I noticed dat whilst you was tawkin to me ole Bill Gates sittin right next to ya wassa sneakin a peak at yer cards. He was also cheatin ova da weekend and I noticed him lookin everytime you tried ta sneek a peek down Liz Clayman's blouse! Is dat all you ole farts do in yer spare time...play cards?!! Next time jist grab Liz by da bazookas and plant a big wet smacker on her...she'll luvit!....ya gotta trust me on dat....but did I ever steer ya wrong?  |
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| Grimreaper |
| Posted: Wed May 09, 2007 4:55 am Post subject: |
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CFO
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| Ahhhh....88.25 on PCU and "da new guy" is o-fish-ally initiated into da little club Manny's got goin. Intrustingly enuff, Cramer gave thisn da pump just last night! Thanks Jim! |
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