Replies to post #146274 on Naz News, Gappers and FLE''s

[waterwisp]

can we SHORT in this 2008 pick thingie ?

[EZ2]

LOL ~~~ M&N(s) ----------- never realized that before !!

<<vbg>> maybe an omen (pun intended) :-)

[waterwisp]

is the contest closed already ?

[mcmike]

SEED big call writing

Origin Agritech Ltd SEED
There has been interesting unusual volume in this Chinese agricultural company today. The stock has realized 22 day volatility well above 200% by swinging wildly between $7 and $15.

Currently near $10, today’s options flow suggests the ride may smooth out as an aggressive seller hit the Jan 12.5 calls more than 5,000 times on the NYSE for $.25 in a trade tied to stock. These calls opened at $.60 today with the stock a bit higher. Open interest confirms this trade will create a new position.

This seller appears to be comfortable wearing the largest open interest position in this thinly traded name along with assuming the unlimited upside risk profile of a short-dated short call position
http://www.theoptionsinsider.com/tradingtechnology/?id=516

I don't see this activity on my charts

Jan 19 2008 Calls | 12 Days to Expiration   
   Strike    
  5.00   
  7.50   
  10.00   
  12.50   
  15.00   
    Symbol   Bid   Ask   Last   High   Low   Change   Vol   Op Int    
  +QSWAA  3.50  3.90  3.90  3.90  3.90  -0.80  3  532   
  +QSWAU  1.50  1.70  1.70  2.10  1.70  -0.80  110  1,237   
  +QSWAB  0.50  0.55  0.50  0.65  0.45  -0.40  160  1,393   
  +QSWAV  0.15  0.25  0.15  0.20  0.15  0.00  14  0   
  +QSWAC  0.05  0.15  0.10  0.10  0.10  0.00  30  0   
  

[mcmike]

VSGN rah rah ree

kick em in the knee
rah rah rass
kick em in the other knee

away with all pests

last news of any significance re. the article to be published in the Lancet
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5341114

[mcmike]

GLD blue skies ico's pick of year

[mcmike]

CDS holy grail? news on tire recycling?

China Direct's Subsidiary Reports Results of Comprehensive Independent Testing of New Tire Recycling Machinery Line
Wednesday January 9, 8:00 am ET
Testing and Results Monitored by Shandong Province Government Agencies
http://biz.yahoo.com/prnews/080109/clw037.html?.v=101

DD search terms:
tire recycling technology
CDI Wanda New Energy Company, Limited
Science-Tech Bureau of Shandong Province
tire cracking
Shandong Institute of Product Quality Supervision and Inspection


Periodically I hear about a technology that will deal with the zillions of tires that beg a recycling solution.
Anyone know of a commerically viable process?

[mcmike]

SILC bottom reversal, I HOPE!

added in trading account
looking for 1.50

[mcmike]

2008 Pick(s) of the Year contest entries:

tough few days
only 14 of 52 tickers are above their entry prices

[mcmike]

"Green" 2008 Pick(s) of the Year contest entries: quick view

ETFC Shmolton
CC flatsixer
RNIN mcmike, rilo787
IPII flatsixer
ALTU flatsixer
SEED photon_load
PAL flatsixer
PDS stuffit
GLD iconoclassic
SILC mcmike
BVF stuffit
RGEN skaka
MO EZ2

green is based on contest entry date and not Jan stock performance of the symbol

not only is flatsixer green on all picks but is diversified across 4 sectors: biotech, retail, industrial metals, building materials

75% of our picks are under water... that's no surprise
congrats to those with heads above the water

[iconoclassic]

Just fyi, mike...and you probably already know, but that BTJ that I entered in the contest has changed symbols (now BOLT) and it has split 3 for 2....

It looks like huh has that one on his list as well

[mcmike]

SDTH stochastic buy

am readding
updating my consideration that SDTH has a presence in agricultural chemicals...just not sure how much:
"Coal Based Chemicals

The company manufactures coal based chemicals including ammonium bicarbonate, liquid ammonia, methanol and melamine. Ammonium bicarbonate is used for nitrogenous fertilizers .."
http://www.cnanalyst.com/sdth.html

"ShengdaTech Inc. (SDTH), a leading producer of nano precipitated calcium carbonate [NPCC] and other chemical specialties. NPCC is used worldwide as a filler for tires, paints and other industrial products and the company has several patents for their method to produce these ultra fine particles. For the first time in 2006 the company reported revenues of $72.6M.

According to Yahoo the 2007 EPS is expected at $0.49 and the estimate for 2008 is $0.64, yielding a P/E of about 27 now and a forward P/E of 20. But chances are high that we will see a stronger earnings growth.

The Yahoo estimate is based on an EPS growth of 30% YoY (0.64/0.49), but for the past two quarters SDTH has shown an average YoY EPS growth of more than 50%. The company increased production capacity significantly during the first half of 2007 which makes a higher top line growth very probable. At the same time productivity (operating and net profit margin) increased continuously QoQ, so the bottom line should grow even faster. The operating margin increased from 22% in Q2/06 to 31% in Q3/2007 while the net profit margin increased from 22% to 29%. These numbers indicate that the Yahoo estimate may be overly conservative. "
http://seekingalpha.com/article/58453-four-chinese-stock-picks-it-ain-t-over-yet?source=yahoo

[mcmike]

DGLY congrats to MikeS & FastLizzy as their stock of the year pick hits a 52wk high

[mcmike]

FSIN wtg jerryp


i made some $ on this on a short term move like $5 ago

Doh!

these basic materials plays in China should not be ignored:

NOEC CDS SDTH etc. etc.

[mcmike]

2008 Pick(s) of the Year contest: Conclusion

Getting out early made Stuffit the winner with his PDS sale
In at 15.58 on 12/28/07 and out on 4/5/08 at 23.93 for an annualized gain of nearly 200%.

Shmoulton picked FRPT at 5.02 and scored the best % gain for a yearlong hold when it closed at 5.98 on Wednesday.

The last congrats for a positive pick go to our hostess, Ico, who chose the gold trust GLD at 83 on 12/28/07. It closed at 86.52 at yearend.

Noone else had a positive pick.

35 of the 52 symbols lost over 1/2 their value during 2008.
The obvious lesson from the past year was to be nimble, humble, and NOT subscribe to buy & hold.

Hope everyone has a terrific 2009.