Bizerko frenzy on retailer & homebldrs stocks: ZUMZ,CROX,TLB,ZLC,BARE & homebuilders: TOL,CTX,HOV, BZH,MTH, LEN etc some infrastructure stocks left in the dust: eg:BGC, etc

Post BK stocks to watch: CEMJQ, GGWPQ, LEHMQ, WAMUQ

FAZ strong again.Sensing some downward bias toward bank stocks.

I won't be convinced of a pull back until i see heavily overbought retailers, homebuilders AND financial sector pullback

look tat RL, ZLC, TLB, ANF, CWTR, JCP & tell me if these look just a tad overbought ?

SSRX baby AMGN reports is amazing. Chinese:

http://finance.yahoo.com/news/3SBio-Inc-Announces-Unaudited-prnews-2188840683.html?x=0&.v=27


prnewswire
3SBio Inc. Announces Unaudited Second Quarter 2009 Results
Second quarter revenue grew 36.8% year-over-year to RMB81.5 million (US$11.9million) Operating income grew 69.9% year-over-year to RMB25.8 million (US$3.8 million) Company reiterates FY2009 revenue guidance

"Our share of the Chinese EPO market now exceeds that of our five closest competitors combined and we reiterate our 2009 revenue guidance. I am pleased to have Mr. Deyu Kong join us as Director -- Manufacture and Process. He will be based in Shenyang where we are expanding our manufacturing capacity at least four-fold."

Whoa !

BBI continuous buying but stock stays put

FAZ on the rise again: 26.34 gave heads up @ 25.44 yesterday

Posted by: listener Date: Monday, August 10, 2009 10:22:17 AM
In reply to: None Post # of 217723 [Send a link via email]
FAZ 25.44/sh on eye on it for a mkt pull back

CIT is oversold in PM imo got in @1.17/sh read:

it's a just a delay imo & no intention of filing BK

found this on yhoo board:

this is direct quote from cit web site "If the tender offer is successfully completed, the Company intends to use the proceeds of the Credit Facility to complete the tender offer and make payment for the August 17 notes.

Further, the Company and a Steering Committee of the bond holder lending group do not intend for the Company to seek relief under the U.S. Bankruptcy Code, but rather will pursue restructuring efforts as part of the comprehensive restructuring plan to enhance the Company’s liquidity and capital position.

If the pending tender offer is not successfully completed, and the Company is unable to obtain alternative financing, an event of default under the provisions of the Credit Facility would result and the Company could seek relief under the U.S. Bankruptcy Code."

Thanks for maintaining this board. Have a good evening

Cramer is slamming FRE/FNM in AH but failing

re:Lindy & all BGC is way oversold this morn: great opportunity imo as it has now based. This is an infrastructure stock & they tend to be conservative on guidance.

The Wall St "wise men" shot it down this morning but it is a huge part of many institutional holdings & will likely get re-absorbed again with each payroll allocation of funds like Vanguard, Oppenheimer, Deutsche Bank, Barclays, Putnam, etc.

disclaimer: i bought in at 36.37/sh today & will hold for at least the $40's

not a reco to buy or sell

major holders of BGC : http://finance.yahoo.com/q/mh?s=BGC

still have; mention from last week, making hod

VRNM gapper possibly & early entry here

STSI up on huge volume & news

STSI News of discovery re MAO inhib & Nicotine up on heavy vol:

re:FAZ 25.44/sh on eye on it for a mkt pull back

Posted by: listener Date: Monday, August 10, 2009 10:22:17 AM
In reply to: None Post # of 217543 [Send a link via email]
FAZ 25.44/sh on eye on it for a mkt pull back

BIEL hod & vol building

FAZ 25.44/sh on eye on it for a mkt pull back

Good morning aliangel: i sold YRCW in pm 2.6/sh might have too early but i don't hold long term much these days

We have a gov't financed stock mkt ralley with altered FASB acctg & all sorts of bizarre activity in the markets (short squeezes) etc without the fundamentals improving.
It's nice to see a company bounce. I don't want to see wreck & ruin but there are dues to be paid that are not being paid (specifically bank debts) and at some point this is all going to reach a crescendo.

caveat emptor !

glta

FRE & FNM to rock Monday moving up in PM on FRE earnings

YRCW: thought it be over $3/sh on this news & more nxt wk

YRCW teamsters news:

http://economy.kansascity.com/?q=node/3259

baletwine u r one sharp dude. FAZ to $26 by eod?

If you listened to my diatribe :

on ladies retailer manic stock buying you would probably be up significantly

Please note how they say this is the 11th consec qtr of declines meaning that the stocks are NOT RISING ON FUNDAMENTALS but probably on the BS from institutions being force fed these stocks by slimy mgmt and of course the Houses:

Sector snap: Apparel makers rise

TJX
$35.45
+0.61 +1.8%
ANN
$13.41
+1.10 +8.9%
URBN
$28.07
+1.79 +6.8%
ARO
$37.50
+1.49 +4.1%
LIZ
$4.18
+0.28 +7.2%
ROST
$45.95
+1.98 +4.5%
WMT
$49.45
+0.47 +1.0%

Released : Friday, August 07, 2009 2:09 PM

NEW YORK-Shares of apparel makers jumped on Friday, part of a broader market rally, a day after many reported weak same-store sales in July.

On Thursday, retailers reported overall sales in stores open at least one year fell 5 percent in July, according to a tally by The International Council of Shopping Centers and Goldman Sachs. That marks the 11th consecutive monthly drop, excluding Wal-Mart Stores Inc., which had buoyed the industry in the spring before it stopped reporting monthly numbers.

RBC Capital Markets analyst Howard Tubin said in a note that sales overall were mixed but tight inventory management is helping earnings.

"Where there is momentum, it appears to be continuing," he said, singling out discounters TJX Cos. and Ross Stores Inc. as well as Aeropostale Inc. and Urban Outfitters Inc. as strong performers.

Most apparel retailers' shares rose on Friday as the market jumped on better-than-expected jobs data. In afternoon trading the Dow Jones Industrials average was up nearly 180 points.

TJX shares rose 61 cents to $35.45. Ross Stores Inc. rose $1.77, or 4 percent, to $45.74. Aeropostale Inc. rose $1.19, or 3.3 percent to $37.20. Urban Outfitters rose $1.62, or 6.2 percent, to $27.90.

Ann Taylor Stores Inc. shares rose $1.09, or 8.9 percent to $13.40. Liz Claiborne shares rose $1.10, or 8.9 percent to $13.41.

(c) 2009 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

HTDS NEWS: Hard To Treat Diseases (HTDS) Chile Flu Vaccine Tender

HTDS
$0.01


+0.00 +22.2%

Released : Friday, August 07, 2009 1:03 PM

SHENZHEN, China, Aug. 7 /PRNewswire-FirstCall/ - Hard to Treat Diseases, Inc. (HTDS:PK), (http://www.htdsmedical.com) subsidiary, Shenzhen Mellow Hope Pharm Industrial Co., Ltd. (Mellow Hope) announced today that the general manager of Mellow Hope paid a visit to Chile, in regards to a significant new business development opportunity related to Mellow Hope's MedVac flu vaccine products. The company intends to participate in a formal tender process to supply a couple separate orders to a couple separate and unrelated entities in Chile.

The company is pleased to report that the company has made a significant progress to secure these couple of interests in Chile. Mellow Hope is tendering between 2,000,000 to 5,000,000 doses of Flu vaccine, for the Chilean market.

UAUA, LCC airlines rocketing up as costs rise & loads drop

you can thank the Houses for another bubble here

OPXA/OPXAW starting up again ! 2.44/sh now fr 2.05

KFN watch for bounce here @ 2.14/sh

BEHL really get vol & moving up now .08 was .14 last week

OPXAW .44¢ :amazing s/b over $2 if NVS just bought them out imo

OPXA is still way below deal value. Why didn't NVS just buy them out?

so wierd

OPXA & OPXAW plays of the day:deal up to $50m & only $18.4m mcap at 1.5/sh

warrants even better

http://www.reuters.com/article/marketsNews/idINBNG19042920090807?rpc=44

BBI over $1B debt; stock rocketing

got in yesterday the BB/B shares are way cheaper

They're running the newspapers again:MEG rocketing, MNI, BLC, NYT, GCI, JRN, LEE,

remember if the business is bad, then the stock goes up like nothing else

forget companies with good fundamentals; they will wallow in the dust bin

Top gainers: AIG made over $!B using $180B taxpayer money, CROX up huge after selling $25M less shoes but closing factories, & firing cheap labor

and last but not least the fake labor report shows less jobs lost, but the 'real' report will be out in Feb 2010.

The fairytale continues & as long as the Houses want to keep the stock markets up they go up.

Ladies retail is best area reight now still: MSO up 4.5% already followed by wildly desirable homebuilders like BZH Up 12% PM and of course the wonderful financial institutions like C, RF, BAC that report profits on the backs of taxpayer money.

glta

from yesterday:
CROX biting shorts w/fantastic newsin AH:sold $25m LESS shoes :

"Q2 2009 revenue of $197.7 million exceeded Company guidance for the quarter. Revenue in the comparable quarter of 2008 was $222.8 million."

CROX biting shorts w/fantastic newsin AH:sold $25m LESS shoes :

"Q2 2009 revenue of $197.7 million exceeded Company guidance for the quarter. Revenue in the comparable quarter of 2008 was $222.8 million."

Tanker AXL: Oh, no Mr. Bill, NO !

So they can keep the fake numbers until Feb 2010. Kind of like the TARP and the "Bad Bank'

If it's bad just put it away for another day

sounds like a plan

Oh SYNA wont'cha blow, SYNA wont'cha blow my horn ?

looking for a rebound to the 30's

AXL mania still in effect at resistance 3.3Sh drop could be hard otherwise something unreported is jacking it ?

AXL jsut went ballistic from 2.81 to 3.17 can't even enter a trade will wait for pullback. There is no news of course but probably lots of program trading.

where can i get one of those dam* programs ?

oh now it's pulling back finally after raging for 17 minutes

Just so you know: Goldman Sachs' Cohen: New bull market has begun
reuters:* On Thursday August 6, 2009, 1:35 pm EDT

http://finance.yahoo.com/news/Goldman-Sachs-Cohen-New-bull-rb-2503580416.html?x=0&sec=topStories&pos=7&asset=&ccode=

It looks dam* bullish today, jolly good Ms. Cohen (btw if you could please tell your house to not be so obvious, aka while you say "buy buy buy" they do "bye bye bye" to long positions.