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Macro picture--brokerages On CNBC the CEO of ETrade said that the consoldiation is just beginning. We need a strategy to play this. PLCC for starters?
Hank: ALY Forgot to say: THANKS! Your table pounding rattled my eardrums. EOM
THK had a good day. I have a good feeling about this one. If they can get the acquisitions to produce, this could be a trip to the moon (but not on any NASA vehicles, thanks). It is in a sector that can go crazy and the float is perfect for action, in my view.
Pray for the safe return of the astronauts, if you are the praying type.
10baggers: ALY
Hey, Hank, cut it out. I cannot stand the prosperity.
By the way, I agree with your breakdown: 30% O&G-related stuff, 30% small banks, 30% cash. But, I would say put 5% of the cash into gold stocks.
bbotcs
niles_crane3: Netflix
Buy, buy, buy--as Cramer would say. I am hearing that Netflix is great. Maybe new customers become stockholders.
I bought a little last week.
bbotcs
NFLX:
Bought a little. No LT debt. Motley Fool guy likes it--they are pretty picky. Talked to guy who uses the service. He lives in a rural area and cannot say enough good stuff about it. Customer service is very good. As they sign up new customers who are "home gamers", they will attract new stockholders. Heck, I am tempted to sign up. It costs only $17.99 a month (give or take a dollar). Oh yeah--did I mention that they have no LT debt?
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roguedolphin: Gold
I hear you loud and clear.
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Bobwins: GG
Time to add? Gold is up on inflation worries. If oil goes up to $70, say, in a short period, I am thinking that gold could have a real run. Especially if Alan Greenspan jumps in with a surprise rate high, say 1/2 point. He's obsessive about fighting inflation.
bbotcs
lentinman:
Good point. We'll be selling our shares to Bobwins and RRainman for $8 maybe. ?
By the way, Cramer is spouting off about tars sands oil plays, or shale oil, or whatever it is. In any event, he says that Kinder has invested, so there has to be potential in this sector. He mentioned SU and ECA and, uhhh, I forget the others. Sorry. Your Shale Oil board might start to get hot soon.
Hope this is early days for these stocks because I don't have the cash to put into them at the moment. Plus, I don't want more than 30 percent of my holdings to be in O&G plays, including the drillers, etc. My next purchase is in this area is going to be DNO.
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Jim_WI: EGY
This investor is holding tight for now. I think we'll see $70 oil before we see $50 oil. I'm stubborn--I want at least $5 per share. When oil hits $70, if EGY doesn't hit at least that number, I'll sell for good. Wish now I hadn't included this as a pick 6. Bobwins and RRainman are no longer there to support the price--LOL.
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hweb2: GSCP
Looks pretty good. Stock is under a buck and has earnings with good prospects. No debt. Takeover candidate maybe if products are VG. True VM. Thanks.
bbotcs
VPHM: Bobwins
If he is on the level and those subscriptions keep climbing, this company might end up with a "buy me" sign on it in the not too distant future.
Doesn't Lentiman have a bird flu thread tucked away somewhere?. Every week it seems another story about animal-to-human disease transmission is on the newswires. This might be the time to find some plays for the flu season.
bbotcs
VPHM: Guy, etc.
I wouldn't go on what some guy on Yahoo! says unless he is a stand up guy who has been accurate in the past.
I vaguely recall seeing a poster on RB post script numbers--the actual numbers. It was a bigger drug stock--don't recall because it has been years. Why couldn't this guy post the numbers?. You'd think every pharamcy industry analyst on Wall Street would have access to the same dope, so why no numbers?
I'll be a cynic and wait for the 10Q or a conference call. (I'm not knocking your posting the link, just saying be careful.)
bbotcs
wadegarret: STV
Cramer was jawing about the road construction stocks last week. Maybe the speculation was already built into the price and the mo-mo's decided that this one isn't going to hit. The Highway bill hasn't exactly been a secret.
STV hasn't exactly been a great stock. They announced contract after contract and it sat there. Finally the big one gave it some juice. My gut instinct says to hold for $18-20.
Good luck.
STV--off to a great start. Up 75 cents at 3/4 of the average daily volume.
C'mon VMers. Somebody with lot of time on their hands call "Mad Money" and ask Cramer about it.
Oil $61 a barrel. This would be a good day to exit big-cap oil service stocks, like Diamond Offshore, and reenter later in the week when the dust, or should I say sand, settles.
Bobwins:
If the Wasabi sect takes power, the entire world will be in trouble. (They make the horseradish you get at sushi bars--lol.)
Seriously, the world needs oil. It will have to come from somewhere. I prefer Canada, the Gulf of Mexico, coastal Gabon, Yemen and Egypt. I don't have any biases here, I just picked those places out of a hat!
bbotcs
STV and MDF:
MDF--Quiet. My instinct is to add to position during this quiet period but I'm too worried that the HMO startup will be rough.
STV--I don't see how you can lose with this one if management is honest. (Enron and WorldCom are always in the back of my feeble mind.) You think you have a solid investment, and the next thing you know there is a crook infestation.
Texas is supposed to build a mega-highway between DFW Airport to the Oklahoma border, if my memory serves me correctly. Wonder whether Sterling could get a piece of the action. They seem to do mainly re-construction. With the highway bill coming down the pike and the new superhighway bill looming, STV could become a hot item. The float is low enough to cause an explosion if everyone piled on.
Wish I could see their road crews. If they use Mexican labor, their situation would be almost to be good to be true. They were just awarded another contract, by the way. Somebody tell me something negative fast before I go overboard on this one.
Any Texans on board?
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Lentinman:
Thanks. Very helpful. Appreciate the effort.
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skillz--Thanks. Really fun. bbotcs
Bobwins: Thanks for posting the TGA news. Wish they were going to start on section 72 and the Egypt property sooner, but 30 new wells to drill in 2005 sounds positive to me. I doubt that the stock will go anywhere soon, but at least things seems to be on track.
VSEC:
Out with earnings today. Closed up $4 at $40. Low float and low debt. Pays a very small dividend. I'm holding for 6 months or more. Do your dd--Hank does!
CrocHntr: Read post 17465 before you decide whether to sell ASPN.
QTEK:
Bought 5K. Sorry already. If this company is so wonderful, why is the stock trading at 10 cents. Need to have my head examined.
XWG: Thanks for the heads up on the earnings, Bobwins.
If the earnings trend continues, I see XWG at $30 on the streaming tape. If they grow annual earnings by 300 percent, earn .50, what's a fair market value? I'll do the Cramer Google thing and give it a forward PE of 50. 50 X .50 = $25. I am being ultraconservative because this isn't exactly an oil explorer or a nanotech company.
I know this ain't gonna happen, but it would be really cool if the list of participants could be arranged by standing in the contest.
lentinman:
Thanks.
What surveys? I don't see any surveys.
XWG--bought more at $12.40. Reminds me of IPII. Of course everything reminds me of IPII. With the razorphones a reality, teens and teenyboopers should be upgrading. According to Skeedaddy, richer kids want the phones that tranmit video.
And to think when I was a kid I used a tin can with a string.
Haven't we made progress! Tin cans, video-transmitting cell phones; Nam, Iraq. We've come a long way, baby. People don't change but their toys sure do.
And now MSGI tells me that XWG is a glam stock. Glad to hear it. Wonder if Lentinman has done a study on the floats of AMEX stocks? Sex appeal and a low float are hard to ignore.
Bought some at $8--way too late, I thought, and it is $12+.
CONGRATS to anybody who got into XWG last year.
In big picture land, the pundits are still yakking about a dirty nuke in a big city. That seems to be a very BIG concern. IMO this ain't no time to be 100 percent invested. This chicken is staying 50 percent in cash AT ALL TIMES. Those AL Q cells are here, just waiting to be activated like a new cell phone.
50-percent cash at all times.
jnmcda0:
Don't feel bad. I sold 1K around $21. Have only 300 left--not complaining.
ipii--Has everyone asleep at the switch. I come back from the drive-thru window at the bank--took 30 minutes--mad as a hornet and take a peek at IPII. A moon rocket!
I'm a tellin' ya--MED could be the next IPII.
MED--Diabetes is an epidemic in the U.S.A. One in 6 American kids is overweight. That is a lot of potential diabetic cases. If one parent is diabetic, the odds of a kid becoming diabetic (as an adult) is 50 percent. If both biological parents are diabetic, the percentage jumps to something like 95 percent. (And they say smokers are a burden on the health care system. I hope the people who sign up for MDF's HMO are skinny. LOL)
This company has a product that produces amazing results for diabetics. I dd'd it for all of 5 minutes this a.m. and bought 1K at the ask. That doc from the Hopkins' School of Public Health study mentioning it was all I had to see. On a pullback, I'll get another 1K. Obviously, I haven't had time to read the financials. My guess is that advertising costs on going to impact the bottom line for a few quarters.
By the way, I'm up on MED already.
A thousand thanks to the folks who mentioned this stock.
Might be 2K thanks eventually.
cleverox: You should have invested the other 50 percent in CAFE. It has been on a tear. I am wondering. If IPII can go to $23, why can't CAFE do the same thing. The float is very low, and it is hot, hot, hot.
Bobwins: DNDT
Cramer said he would even let his viewers buy AMAT for the alleged rally. That is a equipment maker. unless DNDT is a niche player with great potential, I wouldn't expect much because I'm not even sure the rally will materialize. And if we get a tech rally like the late 90's, I'm gettin out.
VPHM--GO. It is up because over the weekend a poster here said it was supposed to hit something like $239. ROFL. . .
MSGI:
Have you been snorting Maribavir again? LOL! You sound like Cramer--Google will go to $350. Had I listened to that, I would've made an easy $15K so far. In fact, had I bought in the $90's when I first took the notion. . .
All that I can say is that if your prediction comes true, and VPHM makes $40--say by year end--the other pick-6 contestants can fold the tent.
Seriously, if enough buzz is created, this thing could fly outta there. People know what an antibiotic is and probably would feel comfortable buying a company like VPMH. A fund manager wouldn't have to be a specialist in proteomics or whatever it is called to understand VPHM's products.
Let me dream. If I owned 10K shares (need to purchase another 8800), and it went to $40, then split, say 2:1, then went back up for $40, split again. . . Well this ain't nutz--stuff like this does happen. Probably another 1K is all that I can afford if I sell something.
By the way, check out my post on the ZCC board on VSEC, if you like small pharma. Not a VPM but I think it might have potential.
Okay, time to log off and watch a ballgame or maybe "America's Most Wanted."
bbotcs
SUPG: I think that Supergen is on the verge of great things.
It is an oncology drug company trading around $6.25. They have reported the results of a Phase III trial of Rubitecan, a tablet that increases the median life expectancy in pancreatic cancer patients from approximately 2 months to 6 months. They have other products that you can read about at their website:
http://www.supergen.com
The FDA approval process can take as little as 6 months--learned that at their website. My guess is that the drug will be on the FDA's fast track.
This is not the only thing that they have in the works. They are working on other applications for an already approved product.
Negative: Income statement--a disaster. Positive: No LT debt on the balance sheet. First Albany follows the company and so do some second tier brokerages. No big name brokerages have chimed in on this stock yet--least not in the past 4 years or so.
Yahoo shows institutional ownership in the 40 percent range.
If this company attracts some attention, who knows? This could become a minor version of Imclone. You listening, Martha?
FWIW. I haven't looked into their cash burn rate--they do have some pathetic revenues.
Think I'm on to something with this one. Due your dd. I own and am lookin' to add.
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Bobwins:
Thanks for your oil list. Like Lentinman, I own the top 3 plus CHAR. Will reenter CPE if Emily misses them and it looks like the end of the Gulf storms. Sold out a point too soon, but I wasn't going to take a chance on Dennis.
You have given me the idea to add to my EGY position.
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MSGI: small caps
Also, 20-year-olds out of college and new retirees who want to get in on the action are a new "market" for small caps. I wouldn't worry.
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You, You, You Investors--Universal out with earnings today. Not that spectacular. Sequential increase in revs about equal to sequential increase in cost of goods sold.
Still sitting on the fence.
sskillzi: Thanks. This is fun, at least while I am near the top. LOL.