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| gugaplex |
 Posted: Thu Nov 16, 2006 4:26 pm Post subject: |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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Today I added to my position in National Dentex (NADX) by 50%. I expect their margins to improve as gold and energy prices continue to decline.
Good Luck... |
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| Grimreaper |
| Posted: Thu Nov 16, 2006 6:44 pm Post subject: |
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CFO
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| gugaplex wrote: | | Grimreaper wrote: | | gugaplex wrote: | | PWAV is going to $7 plus. You shall see... |
LEND to 32.97 today! Ya gonna put yer 3 cents in?  If I wasn't such a greedy sumbeitch ya'd think I'd cover me ZUMZ wit a 20% gain off me 32.50 entry. But nooooooooo.  BTW, if ya look at da 5 day chawt on PWAV you will see a little party of fokes who look like they got trapped on da mountain when da storm hit. Ya gonna send in da rescue team or what? El gappo n trappo....HURRY!  |
I swear to the dear lord above, if I have to tell ya one mo time that I NEVER recommended ZUMZ (I rec'd ZMH in the 50's-now mid 70's). I don't even know what kind of company ZUMZ is. Glad you are making money off of the ZUMZ short though.
As for PWAV, you said the SOB wouldn't breach $6.35, now it's at $6.60. I expect PWAV to blitzkrieg into the mid $7's over the next few months.
Your long-term gloom and doom scenario is not going to play out. Buy the dips for the next few years. After 2010, the next depression shall hit. However, every depression is preceeded by a huge bubble. We are re-inflating the bubble as we speak. Look at the early 1900's for evidence... |
Oooops, my bad  I'll take care o'ZMH tamarrah.  Regretfully taint nuthin even I kin do ta help ya wit PWAV. Da facto da matta is dat you may or may not get one last chance to see things my way. Afta trading to today's high da Naz fell balow yesterday's trend high and then tried to retest it twice. I'm not sho ifn there will be a toid retest. But lookin at da way da goldies is setup I kin already see da fear in their eyes! Anyhoo, da next area o'suppote fer da Naz is da next trend high at 2390...remember?  When dat goes bye bye we may end up seeing what I has bin sayin all along  da mawkets never had a majer selloff on a Tue, Wed, or Th...and when da next majer selloff occurs it will be a 2 day event. Let's make history! Shall we?!!! |
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| gugaplex |
| Posted: Tue Nov 21, 2006 3:01 pm Post subject: Bought ABIX Today @ $5.79 |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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Take a look-see at Abatix (ABIX). The stock has been annihilated over the past year. Why, you ask? Because the company derives most of its business from disaster clean-ups, etc. Last year, Hurricane Katrina created an abnormally large demand for their products. The company recently reported earnings for the quarter ending September 30th of this year (after a "light" hurricane season). Earnings were much weaker than last year's Q3 report, and the stock was hammered. Hopefully the hurricane season of 2007 will be just as light as 2006, but if it isn't-this stock should soar from current levels.
My rationale for buying ABIX:
1) The stock has a Price/Book Ratio of 0.83...
2) The company is in an "economically insensitive" sector, which provides diversification for your portfolio.
3) Much like Lakeland (LAKE), ABIX acts as a hedge against a natural disaster, the "Bird Flu" virus, and a terrorist attack.
The beauty of buying a ABIX at such a discount is that it acts as a hedge and will likely increase in value without any of the previously mentioned occurrences taking place.
Good Luck |
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| Grimreaper |
| Posted: Tue Nov 21, 2006 3:58 pm Post subject: Re: Bought ABIX Today @ $5.79 |
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CFO
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| gugaplex wrote: | Take a look-see at Abatix (ABIX). The stock has been annihilated over the past year. Why, you ask? Because the company derives most of its business from disaster clean-ups, etc. Last year, Hurricane Katrina created an abnormally large demand for their products. The company recently reported earnings for the quarter ending September 30th of this year (after a "light" hurricane season). Earnings were much weaker than last year's Q3 report, and the stock was hammered. Hopefully the hurricane season of 2007 will be just as light as 2006, but if it isn't-this stock should soar from current levels.
My rationale for buying ABIX:
1) The stock has a Price/Book Ratio of 0.83...
2) The company is in an "economically insensitive" sector, which provides diversification for your portfolio.
3) Much like Lakeland (LAKE), ABIX acts as a hedge against a natural disaster, the "Bird Flu" virus, and a terrorist attack.
The beauty of buying a ABIX at such a discount is that it acts as a hedge and will likely increase in value without any of the previously mentioned occurrences taking place.
Good Luck |
Now this one here I think we bees close to agreein on! I watched ABIX rise from the dead of sub $3....although I can't remember the gory details all too plainly. It was one of them dat looked like it "mighta" but yer thinkin "maybe it didn't" at da time. Me ABIX antennae went up about 5 days ago when I saw thisn hittn da skids. I personally wouldn't take any postion anywhere above $5. I think it could be a real heartbreaker bafo she git ready ta run. For the fokes who trade purely on funnymentals, here is my funnymental hypothesis fo buyin ABIX When we find out that the last bunch o'clowns in Congrus paid out aaaaaall dat muny n nuttin got done in Nooo Leans Loozi Anna....ABIX should get paid agin...maybe ....or at least maybe the Dems won't get to the investigations until we're rich offa ABIX stock. The only thing that may temper my bullishness is if it gets proven dat ABIX has a relationship wit Dick Cheney. I wish Dick Cheney could find a nice Cogressional page to have a relationship wit though. |
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| gugaplex |
| Posted: Fri Nov 24, 2006 6:39 am Post subject: Sold Short IAAC Today @ $36.21 |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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Guess this would be a "cold sell". Today I sold short International Assets Holding Corp (IAAC) because the stock is extremely over-valued, and over-bought (taking a look at the 3-year chart for the stock). IAAC trades at roughly 8 x's Book Value. I normally do not sell stocks short, but this seems like a relatively safe bet. If the stock reaches $40, I will cover my shares and take a 10% loss. I expect the stock to trade down to $30 before it reaches $40, but I could be wrong (I feel the odds are in my favor).
Good Luck... |
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| gugaplex |
| Posted: Thu Nov 30, 2006 8:49 am Post subject: |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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Today I purchased Gladstone Investment Corporation (GAIN) at $14.87. The company is a small private equity firm that went public a couple years ago. This stock caught my eye for several reasons. The biggest motivator for buying GAIN is the stock's LOW Price/Book ratio of 1.07. GAIN also has a PEG ratio of only 1.09. Another great feature of this stock is that it pays a 5.7% annual dividend, but they pay it monthly versus quarterly. With the stock's low float and average daily volume, I estimate GAIN will double in a couple years (with a dividend on top of that).
My portfolio now consists of the following:
BRCM = 15%
NADX = 15%
GLW = 12%
TRI = 12%
PWAV = 9%
GAIN = 8%
TOA = 8%
IMH = 8%
ABIX = 7%
LAKE = 6%
*Also short IAAC at $36.21.
Good Luck... |
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| card2u |
| Posted: Mon Dec 04, 2006 9:13 am Post subject: |
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Investing Sr. Associate
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| nadx DOES LOOK LIKE A GOOD BUY. tHANKS |
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| gugaplex |
| Posted: Mon Dec 04, 2006 12:21 pm Post subject: Sold ABIX Today @ $6.81 |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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I decided to cash out of ABIX today because the stock gained 18% rather quickly from my purchase at $5.79 a couple weeks ago. I will continue to monitor ABIX to see if it once again trades at a great discount. The stock is still cheap, but I've learned to lock in decent gains if they are made in a few weeks or less.
Good Luck... |
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| gugaplex |
| Posted: Mon Dec 04, 2006 12:22 pm Post subject: |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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| card2u wrote: | | nadx DOES LOOK LIKE A GOOD BUY. tHANKS |
No prob, now it's a matter of when the rest of the market realizes it... |
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| gugaplex |
| Posted: Tue Dec 05, 2006 1:52 pm Post subject: |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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| I covered my short-sale of IAAC at $40 for a 10% loss. The stock continued to climb after I sold it short at $36.21, and meet my cover target of $40. I will never short another stock again, as my results doing so have been poor in the past. Buying put options on certain stocks may be an alternative in the future, but naked shorts are too risky as I have learned the hard way. |
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| gugaplex |
| Posted: Mon Dec 11, 2006 10:50 am Post subject: |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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I purchased shares of New Century Financial today at $34.68 because of several reasons. The most compelling factor was the stock's low valuations. NEW has a Price/Book ratio of 0.96 and a PEG ratio of 1.01. Because the stock is classified as a REIT (Real Estate Investment Trust), it pays a hefty dividend. NEW must pay 90% of earnings in dividends to continue receiving the tax benefits of a REIT. Analysts expect NEW to earn a little over $4/share next year, thereby paying dividends of roughly $3.60/share. This provides a dividend yield of more than 10%.
I strongly believe there will be a soft-landing in real estate, and the housing boom will continue in the latter half of 2007. This means that investors should get in these stocks soon, as they will move 6-8 months before the picture brightens.
Good Luck... |
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| gugaplex |
| Posted: Thu Dec 14, 2006 3:55 pm Post subject: |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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| PWAV is breaking out. Should see $7's soon... |
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| gugaplex |
| Posted: Tue Dec 19, 2006 4:40 am Post subject: |
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Investing Manager
Joined: 01 Jul 2006
Posts: 587
This Month: 5
Location: USA
3517.39 e$
Net worth: 153,742.39
Portfolio Value: 150,225.00
Monthly Return: 6.70%
Trades this month: 6
Churn Rate: 7.72%Items
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| Something fishy is happening with GAIN today. Opened up 34% today on very heavy volume (relatively speaking). Now the stock is flat. |
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| zerolikedis |
| Posted: Tue Dec 19, 2006 5:46 am Post subject: |
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Investing Manager
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thats why i keep open limit at 30% gain . cuz you never know.
i missed out two weeks ago when qqqq traded it to 36. i didnt have an open limit to buy @ 36(no money) but i had it on my alerts in scottrade . it was at 36 for a good 5 mins. |
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| zerolikedis |
| Posted: Tue Dec 19, 2006 6:04 am Post subject: |
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Investing Manager
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| zerolikedis wrote: | thats why i keep open limit at 30% gain . cuz you never know.
i missed out two weeks ago when qqqq traded it to 36. i didnt have an open limit to buy @ 36(no money) but i had it on my alerts in scottrade . it was at 36 for a good 5 mins. |
12/1/2006 2:55:35 PM ET QQQQ QQQQ Traded @ 36 Price ($) Details Manage
11/20/2006 9:35:47 AM ET VPL VPL Traded @ 62 Price ($) Details Manage
i checked the prices on yahoo and it didnt show that it traded that low so i copied & paste straight from my alert inbox |
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