The Trading Almanac

A diary of investments in my IRA, a daily look at my stock watch list, and additional commentary/discussions on individual stocks, the overall market, economics, technology, etc.

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Location: United States

Wednesday, February 01, 2006

Hindsight Report for Wednesday February 1, 2006

Stocks I would have liked to own today:

AMGN Amgen Inc -- Powerful Biotech recovering from a weak 2005
BA Boeing Co -- Record earnings...
GME Gamestop Corp -- I don't play video games, but somebody is.
HBX Hana Biosciences Inc -- All time high today (disclosure: my firm owns shares of Hana)
LRW Labor Ready -- Tacoma company, good earnings
MOH Molina Healthcare -- Blew away earnings estimates
PEET Peet's Coffee & Tea -- Quasi competitor to Starbucks (they used to own Starbucks...)
SBUX Starbucks Corp -- 10% year over yhttp://finance.yahoo.com/q?s=trakear same store growth, amazing! And that takes into account stores opening across the street from each other. Saturated markets? No way.
SCSS Select Comfort -- Still don't understand their business model...stores are always empty
SIRF SiRF Technology Holdings Inc -- Nice earnings announcement today
TKO Telkonet Inc -- Internet over power lines provider
TRAK DealerTrack Holdings Inc -- Provides software to auto dealers

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE

Go Seahawks!!!

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