Friday, February 29, 2008

WDC

Wait and buy WDC. If it start moving above 32.
Buy
DE if it goes above 93.
CTRP if it crosses 63 with heavy volume or buy some at 58.

Tuesday, January 08, 2008

APOL

APOL - quarterly revenue is 780mln vs expected 750mln.

Revenue 780mln
Earning 139mln (83cents/share) vs last year 113mln (65cents/share)
and estimate was 73cents/share.

Other good stocks in this category are EDU, DVY, LTRE, CPLA.

Tuesday, November 27, 2007

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.

Monday, November 26, 2007

THI

THI - good one. add to buy list.

CTRP - add to short list.

Tuesday, November 20, 2007

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.

Friday, November 16, 2007

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.

Wednesday, November 14, 2007

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.

Tuesday, November 13, 2007

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.

Friday, November 09, 2007

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.

Thursday, November 08, 2007

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.

Monday, October 08, 2007

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.

Friday, September 21, 2007

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.

Tuesday, September 18, 2007

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

Thursday, September 13, 2007

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

Friday, September 07, 2007

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

Thursday, September 06, 2007

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.

Friday, August 17, 2007

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.