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Never tried Lemon Pasta but looks good.
I'll try it out next week. Thanks.
And nice call on XFML.
I'm short everything.
Short money, short pants, short neck, short sheets, short hose, short, short, short. LOL
No volume.
You got that right!!!!!!!
4% X 200 compounded is good.
Magic
PEIX
What do you make of XSNX could look interesting.
A lonely widow, aged 70, decided that it was time to get married again.
So she put an ad in the local newspaper that read:
HUSBAND WANTED:
MUST BE IN MY AGE GROUP (70's),
MUST NOT BEAT ME,
MUST NOT RUN AROUND ON ME, AND MUST STILL BE GOOD IN BED!
ALL APPLICANTS PLEASE APPLY IN PERSON.
On the second day she heard the doorbell. Much to her dismay, she opened
the door to see a grey-haired
>gentleman sitting in a wheelchair. He had no arms or
legs.
"You're not really asking me to consider you, are you?" the widow said.
"Just look at you - you have no legs!"
The old gentleman smiled, "Therefore, I cannot run around on you!"
"You don't have any arms either!" she snorted.
Again, the old man smiled, "Therefore, I can never beat you!"
She raised an eyebrow and asked intently, "Are you still good in bed??"
The old man leaned back, beamed a big smile and said, "I rang the
doorbell, didn't I?"
The wedding is scheduled for Saturday.
We have to start working on that.
Hi Mike, stick around it's nice to see you here.
I see CROX had a big fall. You know you have to take your profits when they run up like that. I enjoy your alerts.
Keep on watch namely these three from previous article.
Mr. Market's Subprime Vision
By Rimmy Malhotra July 26, 2007
19
Recommendations
In my last article, I talked about being an "anti-sheep" by ignoring the crowd of investors fixated on the subprime mess. I'm increasingly perplexed by the number of smart people who seem content to let Mr. Market lead the way, despite his failing eyesight. After all, he no longer seems able to distinguish between an office building and a residential two-bedroom rancher.
When you read about the subprime horrors that continue to unfold in front of our very eyes, real estate investment trusts (REITs) seem to be at the center of it all -- even though not all REITs should be. You don't have to look too hard to see that numerous REITs have little to no residential exposure, and by extension, little to no subprime exposure.
The real estate market in focus
A little REIT clarification is a good place to start in your quest to find values. REITs typically come in two flavors.
Equity REITs tend to own real property -- things you can touch, such as office buildings, hotels, and residential complexes. Major equity REITs include Boston Properties (NYSE: BXP) and Archstone-Smith (NYSE: ASN).
Mortgage REITs (MREITS), on the other hand, make investments in financial instruments. Commercial MREITS originate and buy loans on properties such as hotels, retail properties, office buildings, nursing homes, and warehouses. Commercial mortgage-backed securities (CMBS) represent securitized interests in these various commercial loans; these vehicles have exploded in popularity in the last few years.
Now let's identify the real subprime culprit. Residential mortgage-backed securities (RMBS), as their name implies, are backed by residential debt: home loans and, more troublingly, subprime home loans. These asset-backed securities were assembled by investment banks such as Citigroup (NYSE: C), based on home loans issued by companies such as Countrywide (NYSE: CFC), and ultimately backed by ordinary homeowners' ability to repay their loans.
As the housing market has cooled, and those homeowners have begun to sweat the payments on their suddenly unsellable homes, investors have rightly panicked. The notorious Bear Stearns (NYSE: BSC) hedge funds that now lie in a smoldering heap were primarily underpinned by these residential investment products.
But Mr. Market, in his highly depressed and myopic state, has cast aside numerous companies in the equity REIT and commercial-mortgage backed securities space, even though, as we have seen, they don't really have subprime exposure. Understanding that the CMBS and RMBS markets are performing very differently is the key to seizing the present market opportunity.
Naming names
Before I call a press conference to defend those firms wrongly accused by Mr. Market, I think one of Warren Buffett's more famous quotes bears repeating: "We try to price, rather than time, purchases. In our view, it is folly to forego buying shares in an outstanding business whose long-term future is predictable, because of short-term worries about an economy or a stock market that we know to be unpredictable."
Right now, the market is fixated on its fears about the subprime housing meltdown, rather than on price and fundamentals. Accordingly, investors are ignoring conference calls, presentations, and 10-Ks from REITs that report pristine loan portfolios and scant, if any, exposure to the subprime mess. I believe that for a number of these commercial REITs, the price is right or close to right, despite (or sometimes because of) the market's fixation on subprime woes.
Take Northstar Realty Finance Corp. (NYSE: NRF) as one example. The company is a sort of hybrid-commercial equity outfit, holding commercial loans, physical commercial properties, and some synthetic debt products. Earlier this year, Northstar raised its dividend slightly, and the company has reported solid profits and high, stable returns on equity. As if that wasn't enough, Northstar has reported no portfolio losses or delinquencies, its spotless credit has enjoyed a steady stream of ratings increases, and insiders are regular buyers. The company also recently launched two private real estate funds, for which it acts as the general partner, creating another potential source of significant value.
Nonetheless, Mr. Market myopically shaved almost 3% off Northstar when the now-infamous Bear Stearns hedge funds, backed by residential mortgages, reported an almost complete loss of capital. In total, NRF has dropped 26% since the subprime worries began in earnest more than three months ago.
If you take the time to listen to presentations and earnings calls that happened just last month, names such as Northstar, Newcastle Investment (NYSE: NCT), and RAIT Financial Trust (NYSE: RAS) seem to present potential buying opportunities with limited subprime exposure.
However, these opportunities probably won't stick around forever. Mr. Market will likely schedule laser eye surgery or don a pair of bottle-cap glasses soon. And when that correction comes, many of these values will likely vanish.
I just watching all cash tide up on you know who. Can't make my million holding. Need 200 trades this year at 3 %. Hee,hee
THC on watch
Nice.
IMOS keep on watch.
I remember VG. not pretty.
LH
UNH looking for a way back.
The best mathematical equation I have ever seen:
1 cross + 3 nails = 4 given.
Don't wait for 6 strong men to take you to church.
I may get some to you or you can come up to get some.
Plus a little vino nah a lot of vino. Hee,hee.
Thanks Ken, that's what I like to see.
You are the master. God Bless.
BOOM had on watch since 7/17/07
Dynamic Materials: Explosive Growth
Posted on Jul 17th, 2007 with stocks: BOOM
Smallcap Investor submits: Boulder, Colo.-based Dynamic Materials Corp. (Nasdaq: BOOM) is a leader in the explosion-welded clad metals market (a segment specializing in using an explosive process to fuse non-compatible metals—which cannot be welded by conventional processes—creating bonds that are stronger than the metals themselves). Dynamic Materials has made shrewd moves in the past few years, including key acquisitions in the United States and Europe. Today, the company controls as much as 40% of worldwide market share (predominantly in North America and Europe), though it still faces competition in Asia from Japanese player Ashai Kasei Corp. (OTC: AHKSY) and several Chinese companies.
Nice one Z, too bad I missed it.
Hate chasing after 115% gain.
Sure, sure. :)
Now down 400+ and I've got green on one.
Sounds like me. Hee,hee
My prayers and well wishes go out to him and his family.
Monday , July 23, 2007 15:04ET
By Jay Everitt, jeveritt@knobias.com
Peregrine Pharmaceuticals, Inc. (PPHM) announced that the company's proposal to investigate its antiviral agent bavituximab and other anti-phosphotidylserine (anti-PS) antibodies as potential therapies for hemorrhagic fever virus (HFV) infections has been selected for a contract award by the Defense Threat Reduction Agency (DTRA) of the U.S. Department of Defense (DOD), pending negotiation of a final contract. In its notification announcing the selection of Peregrine's proposal, DTRA stated that its goal is to finalize the contract award within the next few months.
Peregrine outlined a five-year program in its proposal to the DTRA's 2007 Transformational Medical Technologies Initiative to assess the utility of its clinical stage anti-PS product candidate bavituximab and other anti-PS antibodies as potential therapies for HFV infections. Bavituximab is a monoclonal antibody that in preclinical studies has demonstrated encouraging activity against diverse viruses, including a hemorrhagic fever virus. Peregrine is developing bavituximab for the treatment of chronic hepatitis C virus infections and has completed two HCV clinical studies showing a positive safety profile and promising signs of antiviral activity. This proposal includes funding for preclinical studies designed to confirm its antiviral activity against HFV infections, manufacturing and product scale-up and initiation of clinical trials.
In the proposal submitted to the DTRA, Peregrine has sought funding of approximately $44.5 million over the five years of the proposed project. The DTRA accepted Peregrine's full proposal as the basis for contract negotiations. The final scope of the contract award will be negotiated as part of this process.
"We are very pleased that our proposal to the DTRA has been selected for a contract award pending successful negotiation of a final contract," said Steven W. King, president and CEO of Peregrine. "The submitted proposal represents an excellent opportunity to move our programs forward in an area of antiviral research that we likely would not pursue without outside funding. The hemorrhagic fever viruses include deadly species that are believed to present significant threats as potential bio-weapons, and we therefore welcome the opportunity to obtain federal government support to help assess the potential of our anti-PS technology in the treatment of these dreaded diseases. The DTRA has indicated it hopes to conclude contract negotiations in a timely manner, and we look forward to being able to report on the outcome of these negotiations in the near future."
I hope it's soon. Hee,hee
RRGI Keep on watch.
NCST was speaking to us on the 10th. Too bad I did not have on watch.
AAV and it pays a 12.8 % yield
No wonder this contry is going to pot takes 4 letters to spell the old cool why change it. Kowl wood ave bin betr. LOL
It will travel side ways.
Ok,ok lol what is kewl.
I'm and old timer don't forget. :)
Yep, looking good.