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.

Location: United States

Tuesday, March 14, 2006

Triple Hindsight Report: Friday, Monday, and Tuesday

It has been a flurry of activity here in Tacoma WA, I compare my crazy life right now to our Spring weather: in a 24 period late last week we had snow, freezing rain, hail, thunder and lightning, sunshine, rain, and temperatures from 30 to 50 degrees.

I guess the condition of the market would compare with the weather as well. Crazy and unexplainable ups and downs with a tendancy towards improvement. Today the Dow and the S&P 500 hit 4 1/2 year highs with the Nasdaq and Russell 2000 only a couple percentage points behind them.

Today, many many stocks enjoyed a fairly broad market rally. Stocks with any kind of upside beta (definition of beta) seemed to do especially well. I'll list today's Hindsight stocks first, then Monday's, and finally Friday's. Be sure to check out some new names that will be highlighted for the first time.

Hindsight Report for Tuesday the 14th of March, 2006

SVI Services Acquisition Corp Intl 20.81% --This company is a SPAC (Special Purpose Acquisition Company) that just recently purchased Jamba Juice for $265 million. The stock is on fire right now. I'll buy some tomorrow if it continues to go up but probably just for a day trade. Once it settles down, I'll consider it longer-term as Jamba Juice could be a good growth story.
CMG Chipotle Mexican Grill Inc 12.19%--Chipotle beat all estimates in a blowout quarter
GS Goldman Sachs Group 6.31%--Goldman is growing. Fast. They also had a great quarter
ECA EnCana Corporation 5.57%--This Canadian natural gas company also has the rights to broad expanses on the Rockies, mainly Wyoming.
SIRF SiRF Technology Holdings Inc 5.38%--One of my favorite stocks for trading, this manufacturer of GPS semiconductors is performing very well of late
CBEY Cbeyond Communications Inc 4.80%--VOIP stock, not a long term investment but good for trading
DIET Inc 4.46%--Know anyone that is dieting or needs to diet?
MOH Molina Healthcare 4.38%--My insurance company!
NYX NYSE Group Inc 4.24%--Strong since its IPO, now rumors that it might bid for the London Stock Exchange...
TRAD TradeStation Group 4.12%--Received the highest rating in Barron's for online brokerage. Also has very active trading clients with larger than average accounts.
STP Suntech Power Holdings Co Ltd 3.94%--Alt energy company, strong sector right now
EBAY Ebay Inc 3.88%--The internet stocks had a good day, but are still down pretty big for the year. Including my biggest holding, Google.
YHOO Yahoo Inc 3.65%--see EBAY.
HAIN Hain Celestial Group 3.49%--Organic and 'natural' food is in, Hain should be a good stock to own
SBUX Starbucks Corp 3.48%--Why am I not in Starbucks? Is it not performing well? No... Is it not a growth story? No.... First pullback, and I'm in.
DDDC Deltathree Inc 3.47%--another VOIP stock
CD Cendant Corp 3.39%--poorly managed conglomerate, discussing a series of spin-offs
ISE International Securities Exchange 3.25%--Number 11 on the IBD 100
AMX America Movil 3.12%--Number 1 cellular company in Mexico, expanding rapidly throughout Latin America
CHRW C.H. Robinson Worldwide 2.94%--Logistics and shipping company doing well and highly recommended by Jon Markman.
ARRS Arris Group 2.81%--Equipment provider to the broadband, cable, and VOIP industries
CHS Chico's Fas 2.76%--Higher end retailer recovering after very disappointing earnings, the stock has a 10 year average of around 60% annual returns
GME Gamestop Corp 2.71%--Cramer sold his Gamestop on today's strength siting a potential slow down in video game sales while Sony and Nintendo work to get there new game systems to market.
BOT CBOT Holdings Inc 2.59%--Part of a sector rally in the brokerages
DOC Digital Angel 2.53%--a RFID company...
BSC Bear Stearns Cos 2.50%--sharing Goldman Sach's strength, Bear reports earnings on the 16th and I expect them to be impressive
IACI IAC/InterActiveCorp New 2.43%--Tough stock to own but enjoying a good rally this year in the weak internet sector. Spun-off Expedia last year. Watch for more wheeling and dealing from CEO Diller in the year ahead.
AMLN Amylin Pharmaceuticals 2.42%--This company has a nice drug portfolio including a key diabetes treatment
CWTR Coldwater Creek 2.42%--I just sold this great company last week at its all time high and it is still going up
BBD Banco Bradesco SA 2.36%--This Brazilian bank has a high beta, up today
PEET Peet's Coffee & Tea 2.33%--The company responsible for the existence of Starbucks is now more like its ugly step-sibling. I'm watching it though because of recent strength in all restaurant/coffee stocks
EWW iShares MSCI Mexico (ETF) 2.31%--This ETF mimicks the broad Mexican stock market. Rates are at all time lows in Mexico sparking lots of investment. Also, the largest reserve of petroleum in Mexico's history was recently discovered...
QCOM Qualcomm Inc 2.26%--Up with other tech stocks today
RNWK RealNetworks Inc 2.26%--Rhapsody or iTunes?
GILD Gilead Sciences 2.24%--Great portfolio of HIV drugs and a bird flu play
MOT Motorola, Inc 2.15%--Razr phones are recalled by Cingular and T-Mobile and the stock is up....???
GIL Gildan Activewear Inc 2.15%--Hot stock in the sportswear sector.
UNH UnitedHealth Group Inc 2.08%--Powerful insurance/HMO company
AMGN Amgen Inc 2.05%--Biotech is strong of late and Amgen is one of the powerhorses.

Hindsight Report for Monday March 13

SVI Services Acquisition Corp Intl 16.04%
DOC Digital Angel 13.51%
CMG Chipotle Mexican Grill Inc 8.76%
NYX NYSE Group Inc 6.98%
JSDA Jones Soda 6.45%
FFIV F5 Networks 4.69%
HANS Hansen Natural 4.57%
SYK Stryker Corp 3.82%
PEIX Pacific Ethanol Inc 3.38%
PAC Grupo Aeroportuario Pacifico 3.21%
ECA EnCana Corporation 3.10%
WMS WMS Indus 2.49%
ARRS Arris Group 2.38%
ISE International Securities Exchange 2.28%
AMX America Movil 2.25%
TEVA Teva Pharma 2.21%
CWTR Coldwater Creek 2.20%
WBMD WebMD Health Corp 2.13%
TRAD TradeStation Group 2.04%
SCSS Select Comfort 2.02%
AMLN Amylin Pharmaceuticals 1.99%

Hindsight Report for Friday March 10, 2006--

Banco Bradesco SA 3.70%
CBEY Cbeyond Communications 3.34%
CETV Central Euro Media 4.55%
CHS Chico's Fas 1.96%
CME Chicago Merc Exchange 3.38%
CWTR Coldwater Creek 1.88%
EGHT 8x8 Inc 8.33%
HANS Hansen Natural 7.89%
HOMS Homestore Inc 2.32%
IPS IPSCO Inc 4.65%
ISE International Securities Exchange 2.44%
JWN Nordstrom, Inc 2.72%
NDAQ Nasdaq Stock Market Inc 9.37%
NWRE Neoware Inc 7.00%
PEIX Pacific Ethanol Inc 5.75%

The Hindsight Report STORY

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