BIDZ

BIDZ was up 2 points in the morning yesterday and all of a sudden I saw it was going
down and sold almost 6 million shares. I suspected some big people were selling shares
not sure why. Today it went down another 4 points and became curious and found
out because of report from citrion report. I found more than 140 people complained
about bidz.com. Looks like a not a good company to invest money. No more small caps.
Goodbye to bidz. I sold all my shares today.

THI

THI - good one. add to buy list.

CTRP - add to short list.

CVD

Covance Inc. Research service for Bio-technology and pharmaceutical companies.

Competitors CRL, MDZ, PPI

Fundamental:
PEG < 2 -- 1.67
PE - 35
PS - 3.38
S&P rating - 5star



CRL is also good one.

Both CVD and CRL chart looks good.

BIDZ

Interesting company. Sells jewelery by auction. Its main competitor is blue nile
and right now compared to NILE this stock is cheap. May be a good buy now.
But site design is not that great unless they improve the site ui it may
not attract new customers. They say you can buy jewelery for less and sell at
ebay.

CY another stock to watch.

New fund pick

VLEOX - Has great top ten stocks like GME, FWLT, MWT, DECK, ISRG. Buying this
fund is like owning all of them. Has done well in the past ten years.
Stephen E. Grant is the manager of this fund since 1998.
It is no load and has 4 star rating from morning star.

New picks long.

NE, COH, WFR.

All of them have s&p 5 star rating and EPS growth is more than 20%.
Best one I like is NE.

AIXG, SIMO are few more on the radar.

Looking for stock to short!

ESE:
Today I just was searching for stocks to short. Based on technicals it is a
good point to short and it may have support at 30 and buy stop at 39.
yoy growth is -ve and other fundamentals looks not great. PEG is 1.66 which
is high for this stock.
PPC:
Another one PPC which reported profit but because of raise in corn price
may cut its profit. More demand for eathnol bad news for this stock.
MSM:
MSM below 50 and 200 dma and 50dma is crossing 200dma. Bad news is
estimate is below street view. Another candidate for short.

ADRA

I like this ETF. It has best asian companies like BHP, CHL,..
percentage of investment on TM is too high. They should
reduce it.

stocks for tomorrow.

QCOM profit doubled but outlook is $2.03-2.09 vs 2.19 and revenue will be b/w 9.5-9.9b vs expected 9.97billion.

PCLN beat the estimate and revenue rose to 416million and profit doubled.

NVDA profit is 235m.

Other stock to watch on my list:

JEC, MIL, MICC,

Wait for STP earning and then buy. FSLR/MA is on my list to buy.

Long on CBI

CBI - chicago bridge and iron.

4 Billion dollar company with 12,000+ employees and quarterly revenue growth rate yoy
is 35% and ROE is greater than 20%. Good stock to own for a long term.

GOLD

RNO - current price is 5.55
put stop loss at 4.75

DSX - current price is 26.77
put stop loss at 21.50.

Dow is up 300 points.

Amazing reaction to the interest rate cut.
All stock went up. Rising tide lifted all stocks.
Trend is now upwards. We have to see if this
helps the recession or make it worse.

New stock picks for long:
BAC
SIGM
BCSI
FCX
JEC
WCG

Mutual funds selection.

All the funds listed here are no load funds and have 5 star
rating and have done well in the past 10 years.

PRWCX
CGMRX
OAKBX
FSDAX
FCVSX
FAGIX
CMGRX

Realty fund.

CGMRX has been doing well for the past several years.
When subprime issues are all cleared then I will
think about putting some money in this fund.

Week job report and stock goes down.

Stock fell because of week job report. Dow is down
263(2%) and nasdaq is down 55 points (2%)

Stocks up in bad news are:
BCSI, PAY

Shorting and insider buying rule

If stock is heavily shorted and insiders are buying the
stocks. Shorts get squeezed and stock will go much
higher.

Why dow went up 225?

Fed cut the discount rate by 0.5 percentage point to 5.75 from 6.25.
Good news to calm down the credit worries.

Conservative funds

For those who do not have strong heart in this market.
I suggest them to put money in this conservative fund.
Not a bad fund. Take a look at this

PRSIX, OAKBX.

Dow down 200 points going below 13000

Not a good sign. But market will go up eventually.
Now just keep cash.

Good stocks to buy when market starts going up:

AMZN, CROX, WFR, VDSI, FDS, WCG, IHS

JEC

Dow down 200 points going below 13000

Not a good sign. But market will go up eventually.
Now just keep cash.

Good stocks to buy when market starts going up:

AMZN, CROX, WFR, VDSI, FDS, WCG, IHS

JEC

New Long:

AMZN 80
UCTT 15
CRTN 14
ACH 49.5

Short
CFC

SSW

New longs:
NTGR,
SSW,
VMI

Short

Short:

LTD

GOOG vs IBM, MSFT, INTC and GE

                  GOOG   IBM   MSFT   INTC  GE

Market cap:       160B   150B  292B   127B  384B
Sales:            12B    92B   49B    35B   163B
Net Income:       6B     9.5B  13B    5B    21B
Cash:             11B    10B   29B    9B    19B
Quarterly  Earning
Growth (yoy)      69%    8%    69%    20%   1.5%
Employess:        10K    366K  71K    94K   300K

BRS, DNB

Long

BRS
DNB

CTRP
MA
MR
SYNL

LOng

Long : PTI - buy at 27.18-28. Stop loss 24.5.

COL

COL- Rockwell Collins.

• ROE-43%
• ROA-14%
• Q-Growth (yoy) -22%
• Cash-164M
• dept-226M
• Mkt-Cap 11.4B
• Sales -4B.

New long

HURN


VARI

New long

MR NGA NBG
ASEI - just crossed 50DMA.
WPZ
WFR
ARD
NIHD
GPOR
SWHC

New long:
ETE
SPAR
BTJ
PTNR
SLX

New short:
WFMI
LXK

New small cap.

Long:
SYNL-32.58
DGIT-
GSOl-19.40

AOB- crossed 50dma.

Watch long:
JOSB- 38.
METH-14.4
AOB-11.12

Long:

FDS, IHS, ROCM, BLUD, PRFT, SYK, BAM

Short:
KEY, SCHL, LUB, AMMD, MNRO

New Long:
IHS 44
rvsn 24.4
cutr 35.0

Short:
CTAS 37.33
LUB 10.0
SCHL 31.08