Wednesday-Friday: Hindsight Report

I didn't get these posted during the week so here they are. Some stocks that really are getting my attention are Jones Soda, UnitedHealth, and Chicos. Jones Soda broke out to an all time high and is a maturing stock often overlooked by people investing in Hansens. UnitedHealth and Chicos are both making bounces off of moving averages and long-term trends. I'll be keeping an eye on them this week. Also, many VOIP stocks were strong after Vonage doubled its potential IPO offering to around $500 million this week. Some VOIP stocks I'm watching are: EGHT, PRTL, IBAS, and DDDC.

Friday, April 28
JSDA Jones Soda 10.43%
MOH Molina Healthcare 7.96%
NTMD NitroMed Inc 7.05%
IPS IPSCO Inc 6.81%
GRZ Gold Reserve'A' 5.37%
POTP Point Therapeutics 5.25%
DDDC Deltathree Inc 4.69%
UNH UnitedHealth Group Inc 3.71%
GIL Gildan Activewear Inc 3.27%
IBAS Ibasis Inc 3.08%
BOOM Dynamic Materials 2.99%
SOLD HouseValues Inc 2.79%
CMG Chipotle Mexican Grill Inc 2.78%
MXO Maxtor Corp 2.65%
DIET Ediets.com Inc 2.61%
CWTR Coldwater Creek 2.11%
AMX America Movil'L'ADS 2.05%
CHH Choice Hotels Intl 2.00%
EWW iShares MSCI Mexico(Free)Index 1.96%
COT Cott Corp 1.84%
HXM Desarrolladora Homex SA de CV 1.67%

Thursday, April 27
CHS Chico's Fas
CHH Choice Hotels Intl
IBAS Ibasis Inc
WCC Wesco International
EGHT 8x8 Inc
YHOO Yahoo Inc
TRAD TradeStation Group
PRTL Primus Telecomm Grp
CX Cemex S.A. ADS
JSDA Jones Soda
EWW iShares MSCI Mexico(Free)Index
AMX America Movil'L'ADS
EXPE Expedia Inc
DIET Ediets.com Inc
BOOM Dynamic Materials
ARRS Arris Group

Wedneday, April 26
PAC Grupo Aeroportuario Pacifico
BIVN Bioenvision Inc
YMI YM Biosciences Inc
IMH Impac Mortgage Hldgs
PSYS Psychiatric Solutions
CHS Chico's Fas
CHH Choice Hotels Intl
MXO Maxtor Corp
ISE Intl Securities Exchange Inc
IBAS Ibasis Inc
DDDC Deltathree Inc
HNAB Hana Biosciences Inc (I own Hana...)
DNA Genentech Inc
PEET Peet's Coffee & Tea
PENN Penn National Gaming
DISCA Discovery Holding Co Series A
RMBS Rambus Inc

The Hindsight Report STORY

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Tuesday's Hindsight Report: April 25th

Here are the stocks from my watch list that caught my attention today:

NTRI NutriSystem Inc 34.52%
WMS WMS Indus 3.88%
CBEY Cbeyond Communications Inc 3.73%
POTP Point Therapeutics 3.33%
SVI Services Acquisition Corp Intl 3.07%
ARRS Arris Group 2.80%
COT Cott Corp 2.80%
SCSS Select Comfort 2.55%
EGHT 8x8 Inc 2.53%
TRAK DealerTrack Holdings Inc 2.08%
ADSK Autodesk, Inc 1.94%

The Hindsight Report STORY

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Monday's 20/20 Report (April 24, 2006)

Creme de la Creme of my watchlist today:

NTRI NutriSystem Inc 26.85% (big afterhours move on earnings)
VLTS Valentis Inc 16.42% (I own!)
RMBS Rambus Inc 14.84% (Won a lawsuit)
PEIX Pacific Ethanol Inc 9.73% (Can't stop this stock)
CD Cendant Corp 3.86% (will sell unit, not spin-off)
FFIV F5 Networks 3.28% (nice move after horrible drop)
JSDA Jones Soda 3.21% (strength, see HANS)
HANS Hansen Natural 3.21% (strength, see JSDA)
RHEO OccuLogix Inc 3.21% (strong diabetes drug portfolio)
POTP Point Therapeutics 2.75% (recent good test data)
BOOM Dynamic Materials 2.70% (new to my watchlist)
WMS WMS Indus 2.29% (Chicago casino game manufacturer)
ZUMZ Zumiez Inc 1.97% (Seattle company, new to my watchlist)

The Hindsight Report STORY

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Hindsight Report for Friday the 21st of April

Here are some stocks that looked good today. I bought into Valentis and already owned Hana Biosciences.

SOLD HouseValues Inc 17.50%
CTLM Centillium Communications 13.11%
GRZ Gold Reserve'A' 10.16%
EBHC Eddie Bauer Holdings Corp W/I 10.00%
PEIX Pacific Ethanol Inc 6.24%
LRW Labor Ready 6.23%
CBEY Cbeyond Communications Inc 5.48%
SYK Stryker Corp 4.55%
HNAB Hana Biosciences Inc 4.09%
IBAS Ibasis Inc 3.15%
SCSS Select Comfort 2.94%
NTMD NitroMed Inc 2.83%
VLTS Valentis Inc 2.76%
SUF SulphCo Inc 2.71%
CBOU Caribou Coffee Company Inc 2.69%
AMX America Movil'L'ADS 2.36%

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE

Tumultuous Thursday's Hindsight Report

I have to tell you I'm feeling pretty good. I've had a tough 3 months since Jan 15th or so as I watched my core holdings of Whole Foods, Apple, and Google get thrashed and dragged through the mud. Other than a poor trade in Sulphco (read post), I've had a string of good trades but with most of my holdings getting pummeled, it has been hard. And now successive stellar earnings announcements from Apple and Google are breathing life into my portfolio.

Here are the highlights from my watch list for today:

SOLD HouseValues Inc 15.83%
COT Cott Corp 15.21%
EBHC Eddie Bauer Holdings Corp 13.91%
JSDA Jones Soda 5.40%
WMS WMS Indus 5.12%
SYK Stryker Corp 4.95%
ARRS Arris Group 4.66%
CTLM Centillium Communications 4.65%
NTMD NitroMed Inc 4.13%
CYPB Cypress Bioscience 3.80%
RNWK RealNetworks Inc 3.75%
CFPC Coffee Pacifica Inc 3.45%
DVA Davita Inc 3.18%
CBEY Cbeyond Communications Inc 3.07%
BBD Banco Bradesco SA Pfd ADS 3.07%
VCLK Valueclick Inc 2.29%
CBOU Caribou Coffee Company Inc 2.17%
TRAD TradeStation Group 2.13%
CD Cendant Corp 2.05%
AQR.U Acquicor Technology Inc Unit 2.04%

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE

Google Earnings Imminent!! Will we see $300 or $500 first?

With Google's Q1 2006 earnings announcement less than an hour away, shares of GOOG are still very close to $400--a 25% move either way will take the shares to $300 or $500. What do you think? Vote on left column and leave a comment if you want...

See my previous Google posts...

April 5th

February 27th

Just for the record, I still maintain my Feb 27 opinion that we will see $500 first...

Hindsight Report for April 19th, 2006

Earnings season is in full force! Yahoo was up huge. The market seems strong but it has been with some regularity recently coming up on options expiration (this Friday...). Read THIS blog entry by Barry Ritholtz that shows how the market has reacted to the end of the Fed raising rates in the past

ISE Intl Securities Exchange Inc 10.23%
STP Suntech Power Holdings Co Ltd 9.89%
NTRI NutriSystem Inc 8.72%
YHOO Yahoo Inc 7.03%
WBMD WebMD Health Corp Cl A 6.14%
GILD Gilead Sciences 5.19%
SUF SulphCo Inc 4.39%
TRAD TradeStation Group 4.18%
AMTD TD Ameritrade Holding Corp 4.12%
PENN Penn National Gaming 4.07%
DISCA Discovery Holding Co Series A 4.05%
SIRF SiRF Technology Holdings Inc 3.98%
BBD Banco Bradesco SA Pfd ADS 3.68%
HOMS Homestore Inc 3.58%
YMI YM Biosciences Inc 3.50%
DIET Ediets.com Inc 3.33%
CWTR Coldwater Creek 3.27%
SCSS Select Comfort 3.22%
LRW Labor Ready 3.13%
POOL SCP Pool 2.92%
SOLD HouseValues Inc 2.84%
TKO Telkonet Inc 2.39%
HANS Hansen Natural 2.35% (All time high!!)
NYX NYSE Group Inc 2.28%

The Hindsight Report STORY

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2 link Tuesday.

A couple of links to start off your Tuesday with:

Category: I never did that at school.

Syracuse's Whitman School of Management will offer the opportunity for select students to manage their own real life hedge fund. I would have loved to do something like that. Marty Whitman will be one of the advisors. He is one of the great value investors.


Category: Why go to school in the first place....

This link will list 42 books/readings that have been compiled to roughly represent everything you should be exposed to while obtaining an MBA without actually paying the approximately $150,000 or so to get one...It is called PersonalMBA and the concept includes much debate, commentary, and discussion. Check it out.

Post Easter Hindsight Report...April 17, 2006

Well, my portfolio did not resurrect itself but these stocks from my watchlist looked just fine:

VLTS Valentis Inc 29.92%
PEIX Pacific Ethanol Inc 15.54%
TKO Telkonet Inc 6.96%
STP Suntech Power Holdings Co Ltd 6.96%
RHEO OccuLogix Inc 5.59%
AMX America Movil'L'ADS 4.08%
RMBS Rambus Inc 3.96%
YMI YM Biosciences Inc 3.57%
BOT CBOT Holdings Inc 3.52%
SVI Services Acquisition Corp Intl 2.63%
NTRI NutriSystem Inc 2.60%
RNWK RealNetworks Inc 2.54%
NTMD NitroMed Inc 2.53%
IPS IPSCO Inc 2.47%
CMG Chipotle Mexican Grill Inc 1.98%

Earnings season is in full gear--the Wall Street Journal has a great earnings calendar. My two largest holdings, AAPL and GOOG report on Wednesday and Thursday respectively...I'm holding through earnings.

Hindsight Stock Report -- April 13, 2006

Stocks that were prominent in my watch list today:

HBX Hana Biosciences Inc 7.65%
PEIX Pacific Ethanol Inc 6.95%
AMLN Amylin Pharmaceuticals 6.59%
BIVN Bioenvision Inc 4.87%
SUF SulphCo Inc 4.55%
PSYS Psychiatric Solutions 3.97%
RMBS Rambus Inc 3.87%
ITRN Ituran Location & Control Ltd 3.78%
NWRE Neoware Inc 3.58%
AQR Acquicor Technology Inc 3.57%
SOLD HouseValues Inc 3.55%
NYX NYSE Group Inc 2.83%
SIRI Sirius Satellite Radio 2.50%
ISE Intl Securities Exchange Inc 2.17%
JWN Nordstrom, Inc 2.05%

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE

Hindsight Report for Wednesday the 12th of April

These are the stocks that stood out today in my watch list:

RHEO OccuLogix Inc 11.72%
HBX Hana Biosciences Inc 7.03%
SIRF SiRF Technology Holdings Inc 4.21%
MOH Molina Healthcare 3.74%
UNH UnitedHealth Group Inc 3.72%
BA Boeing Co 3.51%
RNWK RealNetworks Inc 3.43%
RMBS Rambus Inc 3.43%
NDAQ Nasdaq Stock Market Inc 3.22%
STP Suntech Power Holdings Co Ltd 2.83%
ARRS Arris Group 2.75%
PSYS Psychiatric Solutions 2.65%
AMLN Amylin Pharmaceuticals 2.62%
TKO Telkonet Inc 2.38%
SCSS Select Comfort 2.31%
NTRI NutriSystem Inc 2.25%
BIVN Bioenvision Inc 2.09%
WBMD WebMD Health Corp Cl A 2.08%
CBEY Cbeyond Communications Inc 2.00%
IBAS Ibasis Inc 2.00%

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE

April 5 & 6 Hindsight Report

CME Chicago Merc Exch Hld'A'
ADSK Autodesk, Inc
SIRF SiRF Technology Holdings Inc
NDAQ Nasdaq Stock Market Inc
RNWK RealNetworks Inc
MOT Motorola, Inc
JWN Nordstrom, Inc
IACI IAC/InterActiveCorp New
TRAD TradeStation Group
YHOO Yahoo Inc
SIRI Sirius Satellite Radio
GIL Gildan Activewear Inc
CWTR Coldwater Creek
SUF SulphCo Inc
CTLM Centillium Communications
FFIV F5 Networks

PEIX Pacific Ethanol Inc
CME Chicago Merc Exch Hld'A'
JVA Coffee Holding Co
DOC Digital Angel
DIET Ediets.com Inc
HBX Hana Biosciences Inc
SBUX Starbucks Corp

Google: $500 or $300 Which comes first?

For the record: I restate what I posted on Feb 27 (when Google was close to $400/share) that I believe we'll see Google at $500 a share before $300 a share. On March 10, Google hit a low of $338. Yea, I was a little worried....but here we are again at $407 or so.

I think the market overly punished Google recently and that investors will pile back in on another quarter of stellar earnings in spite of all of Google botched communications these last couple of months.

So leave a comment, vote (see left panel), tell me what you think.

Disclosure: I own 10 shares of Google in my IRA.


Please read the Trading Almanac DISCLOSURE

20/20 Hindsight for April 5, 2006

Even if you didn't own the homebuilders or Apple (AAPL) today, there were still some strong stocks today as seen below:

PEIX Pacific Ethanol Inc 18.88%
CTLM Centillium Communications 14.78%
SVI Services Acquisition Corp Intl 8.82%
HOMS Homestore Inc 5.97%
SUF SulphCo Inc 5.43%
TRAD TradeStation Group 5.07%
SHLD Sears Holding Corporation 4.80%
CBEY Cbeyond Communications Inc 4.05%
HXM Desarrolladora Homex SA de CV 3.80%
ADSK Autodesk, Inc 3.78%
GIL Gildan Activewear Inc 3.56%
NTRI NutriSystem Inc 3.55%
ITRN Ituran Location & Control Ltd 3.13%
CHRW C.H. Robinson Worldwide Inc 2.54%
WBMD WebMD Health Corp Cl A 2.37%
SIRF SiRF Technology Holdings Inc 2.04%

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE

The April 4th Hindsight Report

Lots of nice stocks today in my watchlist. And how about Google, up over 400 again today...

VLTS Valentis Inc 8.50%
DIET Ediets.com Inc 8.11%
STP Suntech Power Holdings Co Ltd 6.87%
ISE Intl Securities Exchange Inc 6.70%
IBAS Ibasis Inc 6.47%
BOT CBOT Holdings Inc 4.94%
EXPE Expedia Inc 4.50%
AQR.U Acquicor Technology Inc Unit 4.29%
GME Gamestop Corp 'A' 3.51%
ECA EnCana Corporation 3.44%
ITRN Ituran Location & Control Ltd 2.83%
VCLK Valueclick Inc 2.44%
MOH Molina Healthcare 2.41%
TRAK DealerTrack Holdings Inc 2.35%
IDC Interactive Data 2.02%
SVI Services Acquisition Corp Intl 2.00%
IACI IAC/InterActiveCorp New 1.71%

Another stock of note is Tradestation (TRAD)--it is up big after hours on news that it is being added to the S&P 600 Small Cap index. Not bad! It probably won't be a great trade tomorrow though, the biggest move is probably already in...

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE

Hindsight Report for the Third of April, 2006

The day may have started out well for the Dow, but it couldn't hold on. Many stocks were in fact very weak. The stocks below however, were not.


SUF SulphCo Inc 6.07% --I've been stung by this stock before but it is still on my watchlist (see previous post)
RNWK RealNetworks Inc 5.82% --This Seattle based company has been competing well with Itunes
CBOU Caribou Coffee Company Inc 3.84% --Midwest coffee chain clawing back to its IPO levels
BBD Banco Bradesco SA Pfd ADS 3.31% --Brazilian bank recovering a little after a drop from its all time high
AQR.U Acquicor Technology Inc Unit 3.05% --this SPAC (see previous SPAC post) is managed by some ex-Apple execs. They have $150 million that must be used to purchase a tech company in the next 18 months or the money will all be returned to shareholders.
CMG Chipotle Mexican Grill Inc 2.87% --Chipotle makes an all time high today
POOL SCP Pool 2.77% --Pool is a great company and a baby-boomer play.
AMTD TD Ameritrade Holding Corp 2.73% --Ameritrade is up over 15% on the year
ITRN Ituran Location & Control Ltd 2.64% --uses GPS and RFID to track stolen vehicles with current markets in the US, South America, and Israel. Needs to break out of declining tops before a purchase.
NWRE Neoware Inc 2.63% --Internet software company with an all time high close today
JVA Coffee Holding Co 2.46% --This is a coffee wholesaler/distributer. I think it is at risk to world coffee prices
LRW Labor Ready 2.38% --A local company from Tacoma WA. Stock made a nice move off of convergence of 21 and 50 day moving averages.
NGS Natural Gas Svcs Grp 2.35% --I don't like to trade the volatile energy stocks, but I did fairly successfully in August last year.
EWW iShares MSCI Mexico(Free)Index 2.09% --ETF close to all time high. Seems that Mexico still has some steam
LBTYA Liberty Global Inc Cl A 2.05% --Very disappointing cable company but it is selling some of its low growth subsidiaries and investing in higher growth parts of Eastern Europe
GILD Gilead Sciences 2.04% --Great portfolio of HIV, bird flu, and other drugs
AMX America Movil'L'ADS 2.01% --This Mexican cellular phone company purchased Verizon's market share in Venezuela, Puerto Rico, and the Dominican Republic

The Hindsight Report STORY

Please read the Trading Almanac DISCLOSURE