tag:blogger.com,1999:blog-191077962011-04-21T17:53:00.092-07:00A 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.Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.comBlogger1051100tag:blogger.com,1999:blog-19107796.post-41810040607696661602007-07-19T11:25:00.000-07:002007-07-19T12:31:34.516-07:00

Erin Burnett was voted the hottest financial news anchors on Wall Street gossip blog Dealbreaker.com, beating out colleagues Becky Quick and the original Money Honey, Maria Bartiromo. Now the NY Post is writing about her too... Anyway, she's definitely one I enjoy to watch on CNBCHer bioHer wikiHuffington Post

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1149051945235584602006-05-30T22:00:00.000-07:002006-05-30T22:05:45.666-07:00

I need a little more time off to wrap up some personal issues. I'll be back up and running next week. Meanwhile, hold on, looks like the market has some more downside. I'm looking for stocks that are holding up well. My favorite so far is Hershey (HSY).Here is an inspirational link to a commencement speech made by Steve Jobs of Apple (AAPL). (I own Apple in my IRA...) He talks of loss, death, and

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1147891265813166382006-05-17T11:06:00.000-07:002006-05-17T11:41:06.770-07:00

I take a week's hiatus from blogging and the market turns upside down. Not that it wasn't about time....but more about the market later.I've been looking at some stocks that are still going up IN SPITE of everything that is going on. Here they are:Stocks close to or above their 52 week highs and haven't dropped that much with the market:AMX America MovilBA Boeing CoCMG Chipotle Mexican

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1147155269381872952006-05-08T23:02:00.000-07:002006-05-08T23:23:25.396-07:00

The market was calm today as it consolidates for a run to the All Time Highs in the Dow...Below are some of the winning stocks from my watchlist:PEIX Pacific Ethanol Inc 11.86%SOLD HouseValues Inc 8.29%CMG Chipotle Mexican Grill Inc 7.12%NDAQ Nasdaq Stock Market Inc 5.69%NYX NYSE Group Inc 5.69%IMH Impac Mortgage Hldgs 5.22%SVI Services Acquisition Corp

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1147038761673316372006-05-07T14:52:00.000-07:002006-05-07T14:52:41.993-07:00

A wild day in the market. Is the bull running out of steam, or getting ready for the next run?ZIOP ZIOPHARM Oncology Inc 10.19%NSTR Northstar Neuroscience 9.8% (IPO, debut on Friday...from Seattle)NYX NYSE Group Inc 9.03%HANS Hansen Natural 6.43%VLTS Valentis Inc 5.57%CETV Central Euro Media Enter'A' 4.96%DVA Davita Inc 4.67%ARRS Arris Group 4.28%VCLK

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1146804058939427762006-05-04T21:23:00.000-07:002006-05-04T21:40:59.320-07:00

Stocks I would have liked to own the last couple of days...May 4EXPD Expeditors Intl of Washington 18.93%HLF Herbalife Ltd 10.67%OATS Wild Oats Markets 8.44%ARRS Arris Group 8.19%ZUMZ Zumiez Inc 7.06%JSDA Jones Soda 6.52% CME Chicago Merc Exch Hld'A' 6.31% CHRW C.H. Robinson Worldwide Inc 4.68%EXPE Expedia Inc 4.46%WMS WMS Indus 4.21%

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1146618448783448792006-05-02T17:36:00.000-07:002006-05-02T18:07:42.143-07:00

My portfolio was weak today as the Dow and the S&P500 reached 5 year highs. Apple was my savior, up almost 3%...Here are the highlight issuers from my watch list:EBHC Eddie Bauer Holdings Corp W/I 8.26%PEIX Pacific Ethanol Inc 8.09%POTP Point Therapeutics 6.13%SIRI Sirius Satellite Radio 6.06%CMG Chipotle Mexican Grill Inc 5.63%PAC Grupo Aeroportuario Pacifico

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1146546043687656852006-05-01T21:40:00.000-07:002006-05-02T18:10:18.830-07:00

This post's link lyrics (I've got two for you today!): I Will Be Free by Nil Lara and Free Fallin' by Tom Petty and the HeartbreakersSigns of an imminent real-estate bubble: Buy your very own islandThe Benanke chronicles: Columbia Business School parody video (CBS)There will be nothing left: Social Security to run out sooner than expected (CNN)Starbucks (SBUX) to double: Cramer says it could... (

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1146542940893264492006-05-01T21:08:00.000-07:002006-05-01T21:28:59.396-07:00

Thank you very little Maria Bartiromo. Today, CNBC's Money Honey threw an otherwise mild Monday into a tizzy when she quoted from an off the record conversation she had with FED chairman Bernanke this weekend at the White House Correspondents dinner in which she said that Bernanke "had not intended the markets to infer that the Fed was nearly done raising interest rates." The market was stunned

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1146458667543149672006-04-30T21:25:00.000-07:002006-04-30T21:44:27.783-07:00

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.

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145999875338174052006-04-25T14:16:00.000-07:002006-04-26T19:23:26.440-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145915837547272422006-04-24T14:51:00.000-07:002006-04-24T20:37:34.936-07:00

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% (

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145659578721541602006-04-21T15:45:00.000-07:002006-04-24T20:30:57.626-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145575994607108022006-04-20T16:32:00.000-07:002006-04-20T20:15:35.656-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145558969180623452006-04-20T11:42:00.000-07:002006-04-20T11:49:30.973-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145487693555370872006-04-19T16:01:00.000-07:002006-04-20T09:50:26.620-07:00

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 pastISE Intl Securities Exchange Inc 10.23%STP Suntech Power Holdings Co Ltd 9.89%NTRI

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145336390714452032006-04-17T21:51:00.000-07:002006-04-17T21:59:50.820-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1145335869170707882006-04-17T21:40:00.000-07:002006-04-17T21:51:09.586-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1144964297758012132006-04-13T14:32:00.000-07:002006-04-13T14:38:18.870-07:00

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%

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1144885495132994982006-04-12T16:44:00.000-07:002006-04-12T16:45:04.250-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1144444371546124512006-04-07T14:01:00.000-07:002006-04-07T14:12:57.546-07:00

CME Chicago Merc Exch Hld'A'ADSK Autodesk, IncSIRF SiRF Technology Holdings IncNDAQ Nasdaq Stock Market IncRNWK RealNetworks IncMOT Motorola, IncJWN Nordstrom, IncIACI IAC/InterActiveCorp NewTRAD TradeStation GroupYHOO Yahoo IncSIRI Sirius Satellite RadioGIL Gildan Activewear IncCWTR Coldwater CreekSUF SulphCo IncCTLM Centillium CommunicationsFFIV

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1144278227785831172006-04-05T16:03:00.000-07:002006-04-05T16:22:35.650-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1144274418422013642006-04-05T14:51:00.000-07:002006-04-05T15:00:18.923-07:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1144211027363443242006-04-04T13:12:00.000-07:002006-04-04T21:25:39.950-07:00

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'

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1144101104172002522006-04-03T14:02:00.000-07:002006-04-03T14:51:48.336-07:00

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 ItunesCBOU Caribou Coffee Company Inc 3.84% --Midwest

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1143842273930178492006-03-31T13:55:00.000-08:002006-03-31T13:57:54.243-08:00

Congrats to Google (GOOG) which will now trade on the S&P500. Google is now down 6% ytd. With Google making up a 38% weighting of my portfolio it is a small miracle that I'm up 1.36% on the year (still down 0.77% after commissions). My benchmark index, the Russell 2000 is up 13.65% on the year, so I have my work cut out for me.Below are some strong performers today from my watch list:TKO

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1143756000121608402006-03-30T13:51:00.000-08:002006-03-30T14:00:00.386-08:00

A volatile market now.AMLN Amylin Pharmaceuticals 3.27%VCLK Valueclick Inc 3.18%CMG Chipotle Mexican Grill Inc 2.91%WMS WMS Indus 2.49%NTRI NutriSystem Inc 2.33%WBMD WebMD Health Corp Cl A 2.29%The Hindsight Report STORYPlease read the Trading Almanac DISCLOSURE

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1143695443855435172006-03-29T20:59:00.000-08:002006-03-29T21:10:56.776-08:00

Today was a bullish day with a strong recovery from yesterday's uneasiness about the Fed raising rates once again. Many stocks in my watch list enjoyed a strong upside alpha today as you will see by my long list below:WBMD WebMD Health Corp Cl A 11.69%PEIX Pacific Ethanol Inc 11.39%AMTD TD Ameritrade Holding Corp 9.86%OATS Wild Oats Markets 6.78%TRAD TradeStation Group

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1143159568493501652006-03-23T16:19:00.000-08:002006-03-23T16:19:52.883-08:00

Blogger was down last week and I just decided to take a few days off. Will be back regularly now.Stocks showing up on my watch list today:**NOTE: I've started linking my stock symbols through Google Finance instead of Yahoo. I like the new service quite alot including the charts and links to blogs such as mine!LBTYA Liberty Global Inc Cl A 7.33% --Stock was up today on news that it is

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1142489938958614082006-03-15T22:18:00.000-08:002006-03-15T22:18:59.200-08:00

Stocks participating in today's rally include:SHLD Sears Holding Corporation 12.40%CTLM Centillium Communications 9.77%CMG Chipotle Mexican Grill Inc 6.80%PAC Grupo Aeroportuario Pacifico 4.72%CHS Chico's Fas 4.50%HOMS Homestore Inc 4.45%CX Cemex 4.39%OATS Wild Oats Markets 4.31%NDAQ Nasdaq Stock Market Inc 3.49%POOL SCP Pool 3.36%

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1142406499130184332006-03-14T22:57:00.000-08:002006-03-14T23:08:19.296-08:00

I won't be doing this everyday but here are some interesting links:Bond Guru Bill Gross describes a typical work day. An hour and a half of yoga right in the middle of the trading day and he can still personally manage $200 billion dollars. Lots of respect to you Bill.Here are screen shots of the Google calendar that is currently in beta testing. I can't wait until this is available as it will

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1142405705384977372006-03-14T19:50:00.000-08:002006-03-14T22:55:05.836-08:00

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

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141964811541894512006-03-09T20:21:00.000-08:002006-03-09T20:26:51.820-08:00

Sorry I missed yesterday---it's crazy around here. Anyway, today was a lousy day for most stocks but there were exceptions!! One great stock today was Coldwater Creek (CWTR) which I luckily have owned since late January. I sold it today as it was up over 16% after posting some great earnings for the 4th quarter.BA Boeing Co 1.21%CBEY Cbeyond Communications Inc 4.17%CHH Choice

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141767037111891842006-03-07T13:23:00.000-08:002006-03-07T13:30:37.593-08:00

Not a very nice session, stocks in general were weaker than the indices.Stocks I would have liked to own today:AMP Ameriprise Financial Inc 2.06% --Financial Advisory spin-off from American Express.CETV Central Euro Media 1.94% --Eastern European cable company growing quicklyISE International Securities Exchange Inc 3.93% --Rest of the broker/exchange sector was weak today, but

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141691280562136892006-03-06T15:33:00.000-08:002006-03-06T16:28:05.370-08:00

Stocks performing well on my watch list today include:CBEY Cbeyond Communications Inc 1.68% --This VOIP company has had some recent strength CBOU Caribou Coffee Company Inc 2.23% --Caribou is a midwest version of Starbucks and Peets, its followers swear by its great coffee flavor. The stock has been volatile since its IPO in 2005DIET Ediets.com Inc 5.03% --Not sure about the

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141424688732760872006-03-03T14:20:00.000-08:002006-03-03T14:25:11.283-08:00

Stocks I would have liked to own today:CBOU Caribou Coffee Company Inc 2.99%CETV Central Euro Media 2.20%CTLM Centillium Communications 4.01%ECA EnCana Corporation 1.57%EGHT 8x8 Inc 5.29%GME Gamestop Corp 'A' 1.49%HOMS Homestore Inc 11.20%NDAQ Nasdaq Stock Market 1.78%The Hindsight Report STORYPlease read the Trading Almanac DISCLOSURE

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141342777963297962006-03-02T15:34:00.000-08:002006-03-02T22:40:26.603-08:00

All indices were down today but many stocks were up! The market is being very selective right now making good stock selection vital! This is not a throw a dart at the Wall Street Journal and buy the stock it lands on kind of market, no sir!Stocks I would have liked to own today include:AMTD TD Ameritrade Holding Corp 2.63%BOT CBOT Holdings Inc 3.89%CBEY Cbeyond Communications Inc

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141254210390774272006-03-01T15:00:00.000-08:002006-03-02T11:01:57.966-08:00

There was an abundance of stocks enjoying a rally today, some that looked good on my watch list include:ADSK Autodesk, Inc 10.70% --Great earnings released todayAMX America Movil 2.88% --The Mexican and Brazilian markets are still on fire, AMX is growing as well ARRS Arris Group 6.54% --Equipment manufacturer for the broadband industry, a historically risky and

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141171126190370322006-02-28T15:34:00.000-08:002006-02-28T15:58:46.403-08:00

How do you like the market dumping 120 points on a few statements by Google's CFO, especially since the same info was released in their 10K on JANUARY 30TH! I guess investors are a little jumpy these days. It is too bad I didn't have any cash as I would have bought some more GOOG shares around $350 today.Anyway, with the big sell off there were only a few stocks showing up on my watch list today:

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141083544135143272006-02-27T15:36:00.000-08:002006-02-27T21:25:50.156-08:00

The market was solid today and there were many stocks that performed well. Stocks I would have liked to own today:ADSK Autodesk, Inc 2.69% --Manufacturer of AutoCad engineering software enjoys another good sessionAMLN Amylin Pharmaceuticals 4.89% --Know anyone with diabetes? Amylin's main drug is a diabetes treatmentAMTD TD Ameritrade Holding Corp 3.25% --First of today's broker

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1141072553504569902006-02-27T11:55:00.000-08:002006-02-27T20:57:37.810-08:00

Google is flirting with $400/share after trading up to $475 in January and then all the way down to $337 just a couple of weeks ago my question for you is what will we see first: $300 or $500 a share? It is only a 25% move either way--not a big move by internet stock standards. Please vote by leaving a comment! I'll post the results in future posts.My take: A run to $500 will happen sometime this

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140917777480213022006-02-25T17:08:00.000-08:002006-02-25T17:36:25.720-08:00

Stocks to have owned on Friday the 24th:ADSK Autodesk, Inc 2.23% --Software company whose main product is AutoCAD.AMTD TD Ameritrade Holding Corp 2.35% --Ameritrade is one of Cramer's favorites. Part of exciting broker/exchange sector.BBD Banco Bradesco 2.55% --Another of Cramer's faves, this Brazilian bank is a high flyer. Brazil is enjoying 4%+ GDP growth again in 2006.

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140737302202955242006-02-23T15:14:00.000-08:002006-02-23T22:23:36.800-08:00

Stocks that would have been nice to own today:AMX America Movil 2.48% Latin Mobile company with another day on the hindsight report...BIVN Bioenvision Inc 9.61% A stock I have traded previously, moving up today after receiving European approval of their Luekemia drug, Clofarabine.CETV Central Euro Media 6.23% Wow, a bigger than expected move todayCHH Choice Hotels Intl

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140677789689269222006-02-22T22:52:00.000-08:002006-02-23T22:30:56.300-08:00

Stocks I would have liked to own today:AMLN Amylin PharmaceuticalsARRS Arris GroupBIVN Bioenvision IncBOT CBOT Holdings IncBSC Bear Stearns CosCHRW C.H. Robinson Worldwide IncCME Chicago Merc Exch Hld'A'GILD Gilead SciencesHOMS Homestore IncIACI IAC/InterActiveCorp NewIBAS Ibasis IncISE Intl Securities Exchange IncLRW Labor ReadyNTRI NutriSystem IncNTRS

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140566493060534972006-02-21T15:59:00.000-08:002006-02-21T16:01:41.246-08:00

Stocks I would have liked to own today:CHS Chico's Fas--80% annual growth. Great to own if you can buy it low.IBAS Ibasis Inc--another VOIP stock!ISE Intl Securities Exchange Inc--A major options exchangeJSDA Jones Soda--Seattle based energy and alternative beverage stockNTMD NitroMed Inc--The company is developing BiDil, a nitric oxide-enhancing drug candidate, for the treatment

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140224896614972592006-02-17T16:27:00.000-08:002006-02-21T15:37:45.350-08:00

Stocks looking good today:CETV Central Euro Media--cable company adding new customers in Eastern Europe: including VOIP...CHH Choice Hotels Intl--this stock is on a tear since the hurricane--I just recently added it to my watch list.FFIV F5 Networks--Seattle company, internet traffic managementMOH Molina Healthcare--Stock was thrashed in 2005, trying to recover OATS Wild Oats

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140133901448922172006-02-16T13:27:00.000-08:002006-02-16T15:51:41.730-08:00

Bernanke was grilled by the Senate today and stocks slowly moved up throughout. It looks like investors are afraid of being left behind and are jumping in. We look to be experiencing what will likely be a short-term rally. Here are some stocks I would have liked to own today:AMLN Amylin Pharmaceuticals--2 diabetes drugs on the market (Symlin and Byetta)AMX America Movil--Mexican cellular

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140042503380716422006-02-15T14:14:00.000-08:002006-02-15T14:28:23.746-08:00

Stocks in my radar that I would have liked to own:AMLN Amylin Pharmaceuticals--Biotech developing traetments for diabetes, obesity, and cardiovascularAMX America Movil--Largest cell provider in Mexico. Branching into other parts of Latin America through acquistion and organic growthBIVN Bioenvision Inc--Just reported nice earnings on their Leukemia drug.BOT CBOT Holdings Inc--Up.CHS

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1140038820781164632006-02-15T12:44:00.000-08:002006-02-15T14:01:52.636-08:00

I feel like sharing some of my thoughts on a few stocks that are moving well today:HANS Hansen Natural--Growth here is being driven by energy drink sales. Are energy drinks a fad? Can the company keep up its growth? Is it rediculously overvalued? Are their accounting practices questionable? Some like Hank Greenberg (sign up for his now FREE newsletter!), have consistently panned HANS, but the

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139961721249807642006-02-14T15:53:00.000-08:002006-02-14T16:02:02.046-08:00

Every trader loves a Turnaround Tuesday, better yet on Valentines Day! Alot of stocks have been taking nonstop punishment for the last month and are starting to make their turnarounds. Is this a dead-cat bounce? Or is the market setting up for a rally as I mentioned last week? Personally I'm 100% invested now, I think we'll go up here for the short-term.Some stocks I would have liked to own:CHRW

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139876337848821072006-02-13T16:05:00.000-08:002006-02-13T16:20:27.833-08:00

Stocks I would have liked to own today:Other than Tradestation (TRAD) that I do own, there wasn't much on my watch list today. The market was much weaker than the relatively mild losses in the indices would indicate....BOT CBOT Holdings Inc -- Nice breakout today, looks poised to move up for awhile.PEIX Pacific Ethanol Inc -- Ethanol is still a buzz word, hence stock going up, not a

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139612285873671762006-02-10T14:43:00.000-08:002006-02-10T14:58:06.366-08:00

Stocks I would have liked to own today:BBD Banco Bradesco -- Brazilian bank getting close to its 52 wk high BOT CBOT Holdings Inc -- The exchange/broker group is only selectively hot now CETV Central Euro Media -- Eastern European Cable TV company, big growth--also offering VOIP and video on demand...DIET Ediets.com Inc -- On the list again...DNA Genentech Inc -- Long absence

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139525166956366442006-02-09T14:44:00.000-08:002006-02-09T14:50:13.516-08:00

Stocks I would have liked to own today:ADSK Autodesk, IncAMLN Amylin PharmaceuticalsBBD Banco Bradesco SA Pfd ADSBOT CBOT Holdings IncCTLM Centillium CommunicationsDDDC Deltathree IncDOC Digital AngelGIL Gildan Activewear IncNTRI NutriSystem IncPENN Penn National GamingSOLD HouseValues IncWMS WMS IndusThe Hindsight Report STORYPlease read the Trading Almanac

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139440354207195512006-02-08T15:12:00.000-08:002006-02-10T09:59:13.523-08:00

Stocks I would have liked to own:SIRF SiRF Technology Holdings Inc--one of my favorite stocks to trade, close to all time highsDIET Ediets.com Inc--Who isn't overweight?PEIX Pacific Ethanol Inc--Volatile as heck, be careful with this one. When oil prices are trending up, this is a good stock to be in, but with a tight stopHANS Hansen Natural--recovering from a big sell off.SIRI Sirius Satellite

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139363251180502772006-02-07T17:39:00.000-08:002006-02-07T17:47:31.643-08:00

Stocks I would have liked to own today:MOT Motorola, IncMOH Molina HealthcareADSK Autodesk, IncThis is the smallest group ever. While the Dow Jones was only down 0.5%, the Russell 2000 Small-Cap index was down 1.5%. And very few stocks were up. 3 of my 6 holdings were up but GOOG and TRAD were both down over 4%. The one bright spot was CWTR up 1.37% on the day.This meager Hindsight

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139271623822220302006-02-06T16:13:00.000-08:002006-02-06T16:20:29.633-08:00

The Seahawks lost, my portfolio is severely underperforming the market and I am way behind my goal of 50% for the year.Time to regroup. Tonight, I'll be thoroughly analyzing my core positions: GOOG, AAPL, and WFMI. I don't plan on selling them here but I could trim some of my positions and lower my core stocks to 40-50% of my overall portfolio....Also, I need to look at my current trades:

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1139270885575534132006-02-06T16:04:00.000-08:002006-02-06T16:13:42.923-08:00

Stocks I would have liked to own:Monday, February 6thOATS Wild Oats MarketsDVA Davita IncISE International Securities Exchange IncNDAQ Nasdaq Stock Market IncCETV Central European Media EntertainmentSCSS Select ComfortSTP Suntech Power Holdings Co LtdHBX Hana Biosciences IncCX CemexCHRW C.H. Robinson Worldwide IncFriday, February 3rdBOT CBOT Holdings IncCMG

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138924429400764312006-02-02T15:52:00.000-08:002006-02-03T09:04:52.476-08:00

Stocks I would have liked to own today:HBX Hana Biosciences IncHXM Desarrolladora Homex SA de CVJSDA Jones SodaLRW Labor ReadyOATS Wild Oats MarketsPEIX Pacific Ethanol IncRHEO OccuLogix IncSBUX Starbucks CorpSCSS Select ComfortSIRF SiRF Technology Holdings IncSUF SulphCo IncTRAK DealerTrack Holdings IncThe Hindsight Report STORYPlease read the Trading Almanac

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138861609177816022006-02-01T22:14:00.000-08:002006-02-01T22:26:49.190-08:00

Stocks I would have liked to own today:AMGN Amgen Inc -- Powerful Biotech recovering from a weak 2005BA 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 earningsMOH Molina Healthcare -- Blew away earnings

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138778369704750572006-01-31T23:12:00.000-08:002006-01-31T23:23:17.156-08:00

Over at TradingMarkets 2006 playmate stock-picking contest, 10 ladies have picked a portfolio of 5 stocks that they will hold for the whole year. The winner at the end of the year will win $50,000 for her favorite charity.Depite being buxom, they are also brainy (or lucky...but luck never hurt a trader....). 6 of the 10 are beating the S&P 500 return of 2.55% so far, with 5 of them over 10%. Amy

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138777298763456792006-01-31T22:56:00.000-08:002006-01-31T23:11:01.136-08:00

Stocks I would have liked to own today:BOT Chicago Board of TradeCME Chicago Mercantile ExchangeCMG Chipotle Mexican Grill Inc (Recently spun-off of McDonalds...)GILD Gilead SciencesHAIN Hain Celestial GroupMOH Molina Healthcare (blowout earnings after disastrous 2005)PEIX Pacific Ethanol IncRHEO OccuLogix IncSCSS Select ComfortSTP Suntech Power Holdings Co LtdUNH

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138776586902540502006-01-31T22:28:00.000-08:002006-01-31T22:49:46.950-08:00

Mobile Gaming and Content is all the rage in Asia, and is SLOWLY catching on over here.These stocks are not for the faint of heart and can experience wide swings on a daily basis.Dramamine, a seat belt, and a crash helmet are required. As it is, the group below is up an average of 7.33% on the year. NCTY and PACT have the best charts of the group. If you like to trade momentum stocks, these can

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138752881981338062006-01-31T14:56:00.000-08:002006-01-31T16:14:42.023-08:00

Google disappoints. Trades down to $350 in the after-market, and since recovered to $380. Tomorrow should be interesting.

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138693819588620472006-01-30T23:48:00.000-08:002006-01-31T23:11:27.016-08:00

Stocks I would have liked to own today:AMGN Amgen IncAMTD Ameritrade Holding CorpBBD Banco Bradesco (Brazil)BIVN Bioenvision IncBOT Chicago Board of Trade Holdings IncCETV Central Euro Media Enter (Central European Cable Company)CHS Chico's FasCOT Cott Corp (beverage company)DDDC Deltathree Inc (VOIP)ECA EnCana Corporation (natural gas)EGHT 8x8 Inc (VOIP)HAIN

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138403004575432032006-01-27T15:02:00.000-08:002006-01-31T23:12:01.896-08:00

Stocks I would have liked to own today:AMLN Amylin PharmaceuticalsCETV Central Euro MediaECA EnCana CorporationGIL Gildan Activewear IncIPS IPSCO IncMSFT Microsoft CorpNTRI NutriSystem IncNWRE Neoware SystemsSIRF SiRF Technology Holdings IncSOLD HouseValues IncSYK Stryker CorpThe Hindsight Report STORYPlease read the Trading Almanac DISCLOSURE

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138340853814473262006-01-26T21:38:00.000-08:002006-01-26T21:47:33.816-08:00

Monday, (see previous post), Sulphco (SUF) handed me my worst loss ever. The company has been in turmoil since last weekend Barron's issue questioned the integrity of the company's technology and that of the company itself. The company is vigorously defending itself and has recovered some of its stock losses. The stock was up over 20% today. I got in at $9.45 on an intraday breakout. The stock

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138340129605904182006-01-26T21:07:00.000-08:002006-01-26T21:38:20.286-08:00

Stocks I would have liked to own in the last couple of days:January 26AMLN Amylin Pharmaceuticals--Biotech with diabetes, obesity, and cardiovascular drugsAMTD Ameritrade Holding Corp--Earnings look good, merger with TD Waterhouse complete.AMX America Movil'L'ADS--Mexico's largest cellular companyBBD Banco Bradesco SA Pfd ADS--Hott Brazilian bankDIET Ediets.com Inc--Like

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138174757674558942006-01-24T23:19:00.000-08:002006-01-26T21:06:50.460-08:00

As I noted in my Friday Hindsight Report , I owned Sulphco (SUF). Even though the Dow was down 213 points, my position in Sulphco was actually up for the day. The stock had been on a huge tear all year, putting a nasty squeeze on shortsellers. It showed up in one of our Telechart stock screens, and I put it on my watchlist. Friday, it was one of the few bright spots and I purchased a $1,000

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138173334223251852006-01-24T22:52:00.000-08:002006-01-24T23:15:34.476-08:00

Stocks I would have liked to own on Tuesday, January 24th:AMX America Movil -- Largest cell phone provider in Mexico. Everyone has a cell down there.BBD Banco Bradesco SA -- Brazilian bank goes up everyday. Hmmm.BOT CBOT Holdings Inc--Another exchange. Enjoying heavy volume in commodities.CME Chicago Merc Exch Holdings--Stock been trashed lately. BIG day today, almost back to $400.DVA

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1138001256989766152006-01-22T23:25:00.000-08:002006-01-24T23:19:40.950-08:00

Stock I would have liked to own on Friday the 20th:Even on the worst market days, some stocks go up...AMLN Amylin PharmaceuticalsCBEY Cbeyond Communications IncFFIV F5 NetworksHBX Hana Biosciences IncIPS IPSCO IncPACT PacificNet IncRHEO OccuLogix IncI actually got into these three stocks (I'll post my entry points on Monday...)STP Suntech Power Holdings Co LtdSUF

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137711546632406322006-01-19T14:49:00.000-08:002006-01-19T14:59:06.653-08:00

Stocks I would have liked to own on Thursday, January 19th.BBD Banco Bradesco SA Pfd ADSCX Cemex S.A. ADSDIET Ediets.com IncEBAY Ebay IncEWW iShares MSCI Mexico(Free)IndexFFIV F5 NetworksHBX Hana Biosciences IncHXM Desarrolladora Homex SA de CVISE Intl Securities Exchange IncNDAQ Nasdaq Stock Market IncPSYS Psychiatric SolutionsRHEO OccuLogix IncSUF SulphCo

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137702809761934312006-01-19T12:24:00.000-08:002006-01-19T12:33:29.793-08:00

Russell 2000, new high. Buyers are ignoring the Large Caps and are buying momentum. Isn't this finally the year that the Small Caps were going to be sold off in favor of larger, more stable companies? Not yet. And I'm 34% cash. I've been caught flat footed with my 3 holdings experiencing a consolidation period and my watch list giving me many opportunities to participate, but I didn't pull the

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137654556215969942006-01-18T22:53:00.000-08:002006-01-18T23:13:37.626-08:00

How are you finding your stocks? Are you watching Cramer on Mad Money and simultaneously punching in orders on your laptop? Or buying a stock because your daughter loves her designer jeans as in the Ameritrade commercial? Or listening to your brother in law because he works for Morgan Stanley? The guys at the gym?Look at how one pro finds and analyzes his stocks: Charles Kirk at the Kirk Report.

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137628087912802912006-01-18T15:42:00.000-08:002006-01-18T22:46:27.673-08:00

Stocks I wish I had owned on Wednesday January 18:ADSK Autodesk, Inc.BIVN Bioenvision IncCBEY Cbeyond Communications IncHOMS Homestore IncISE International Securities Exchange IncMOH Molina HealthcareSTP Suntech Power Holdings Co LtdWMS WMS IndustriesPlease read the Trading Almanac DISCLOSURE

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137608934633822852006-01-18T10:21:00.000-08:002006-01-18T12:43:26.350-08:00

So far I'm down 1.5% on the day thanks to both Google and Apple. Luckily, Whole Foods has been perking up the last couple of days. My weighting is 41% GOOG, 13% AAPL, and 34% cash (and 12% Whole Foods). Apple announces earnings tonight and if yesterday's earnings announcements from Intel and Yahoo were any indication, investors will NOT accept anything but perfection. Well, since I still hold

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137544147300865242006-01-17T16:24:00.000-08:002006-01-18T22:49:15.783-08:00

Stocks I would have liked to own on Tuesday, January 17:BIVN Bioenvision IncDNA Genentech IncECA EnCana CorporationHAIN Hain Celestial GroupHXM Desarrolladora Homex SA de CVISE International Securities Exchange IncITRN Ituran Location & Control LtdJSDA Jones SodaPXN PowerShares Lux NanotechRHEO OccuLogix IncSUF SulphCo IncTRAD TradeStation GroupPlease read the Trading

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137479711048680532006-01-16T22:01:00.000-08:002006-01-16T22:58:32.266-08:00

As promised last week I have began a rudimentary tracking system of my Hindsight Report lists that I put out after every trading day. The purpose is to see how well these stocks perform following them grabbing my attention enough to be posted on this blog. Almost all of my trades will come from stocks having appeared recently in the hindsight report.Here is the first summary for the performance

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137477648140920882006-01-16T21:39:00.001-08:002006-01-16T23:30:09.850-08:00

Stocks I would have liked to own on Friday the 13th of JanuaryADSK Autodesk -- Consolidating for a nice move after a weak 2nd half of 2005? BBD Banco Bradesco -- Brazilian Bank, one of Cramer's hot picks right now. CYPB Cypress Bioscience -- Wild Biotech EBAY Ebay -- Will Skype make a difference? I prefer Craigslist myself... HANS Hansen Natural -- Herb

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137476366322319302006-01-16T21:39:00.000-08:002006-01-16T23:28:37.890-08:00

It has been a little crazy in my neck of the woods, so I must catch you up with my trades. On Thursday, I sold out of STP at $34.85 for a quick gain of 7.89% (6.36% after commission...). Like with some previous trades, a trailing stop ensured that I locked in nice gain.On Friday, I bought and sold JSDA. Jones Soda was flying because HANS was up over 14% and mentioned the word "acquisition". I

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137160489024720402006-01-13T05:52:00.000-08:002006-01-16T23:30:48.710-08:00

Stocks I would have liked to own on January 12, 2006:GILDHAINNTRIOATSPSYSSOLDTKOEven when the market is rotten there are stocks that go up!Please read the Trading Almanac DISCLOSURE

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137047786439046942006-01-11T22:29:00.000-08:002006-01-11T22:43:00.430-08:00

What good is hindsight in choosing stocks you say? I'm not entirely sure myself. But soon you will find out. Coming this weekend I'll be preparing a spreadsheet that calculates all of the Hindsight stocks' performance after they appear in my nightly reports. I foresee posting an aggregate total that demonstrates how stocks do the day after appearing, one week after, one month, etc.Look, for the

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137047382831762362006-01-11T22:09:00.000-08:002006-01-11T22:40:33.013-08:00

Stocks I wish I would have owned today:Market Indicator? Have you noticed the list gets bigger every day? There is a lot of momentum right now. Be sure to have stops in when traders take their profits.AMTD Ameritrade, brokers are enjoying a buying frenzy.BBD Banco Bradesco. A Brazilian bank that has been on fire. One of Cramer's favorites.BIVN I just sold this and it comes right to

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137046174978491532006-01-11T21:49:00.000-08:002006-01-11T22:40:04.610-08:00

7 straight up days in the Nasdaq. All weakness is bought. Froth.Well, we will have a correction at some time. When? My stocks will tell me. What did they say today? Not yet.I was stopped out of Valentis 10 minutes from the end of trading. I had gradually been ratcheting my stop up and all of a sudden someone dumped 40,000 shares on the market at once. My stop was triggered for a 5.65% gain (

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1137009033636451602006-01-11T11:06:00.000-08:002006-01-11T21:41:56.170-08:00

Comforted by the resiliency that the indices are demonstrating, I stepped outside of my comfort zone and purchased 2 high flying momentum stocks: Valentis Inc (VLTS) at $3.36 and Suntech Power Holdings (STP) at $32.30 which was in yesterday's hindsight report. While I bought them after they had already made significant moves, I set tight stops right after purchasing and they are both even (minus

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136966853566545802006-01-10T23:52:00.000-08:002006-01-11T00:07:33.673-08:00

Apple is amazing. 14 million IPODS sold in the 4th quarter. New products delivered to stores on the day they are announced. You can read the play by play account of Steve Jobs' address at Engadget.So, with the help of Apple, my portfolio is up another 1%.I sold Bioenvision today. As I said yesterday, I really put on a tight stop. I took home a 17.99% return (15.30% after fees.)Market was solid.

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136964121347086402006-01-10T23:12:00.000-08:002006-01-11T00:20:02.830-08:00

Stocks I wish I would have owned for Tuesday January 10.BOT CHICAGO BOARD OF TRADE (Recent IPO has been strong lately...) BSC BEAR STEARNS CO. (up an average of 25% every year) EXPE EXPEDIA INC. (recent spin-off from Barry Dillars' Interactive Corp)HOMS HOMESTORE INC (helps real-estate professionals advertise online) ITRN ITURAN LOCATION (This is an Israeli GPS vehicle

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136878819311258912006-01-09T23:20:00.000-08:002006-01-16T20:50:52.333-08:00

Stocks I would have liked to own today:AMLN Amylin Pharmaceuticals -- patent holders for a new diabetes drug, this high flying biotech was just added to the Nasdaq 100 index.AMTD Ameritrade -- Jim Cramer loves this online trader.CWTR Coldwater Creek -- Another of Cramer's recent recommendations and a daily participant in the Hindsight Report.EWW Ishares MSCI Mexico Index -- ETF This Exchange

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136877621992394252006-01-09T23:02:00.000-08:002006-01-09T23:45:30.470-08:00

I was looking back since April when I first started keeping a detailed account of my trading activities and I have never had this much cash. Not that it is a bad thing. Sure I've missed out a little bit on some big movers (TRAD) but for some reason I feel it will pay off soon.I sold SiRF today when it triggered my stop. It ended up closing higher. The position earned me 4.18% (1.84% after fees).

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136876410404854712006-01-09T22:52:00.000-08:002006-01-09T23:00:10.406-08:00

Look I promise that I will not write about this too often, if you want to check it out yourself, here is the link: Playmate Stock-Picking Contest. (This site is SFW-safe for work). All I can say is just when I thought I was doing well, there are two playmates right on my tail. So far they have only revealed 6 of the 10 girls' portfolios (stock portfolios!) While my portfolio is up a robust 8.23%

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136853435399380272006-01-09T15:09:00.000-08:002006-01-09T23:46:13.806-08:00

Have you seen what stocks are in the Dow Jones Industrial?You have GM, Alcoa, AT&T, AIG Insurance, GE, IBM, Verizon, Walmart, Disney, and more. If it weren't for Boeing, Caterpillar, and Exxon, the Dow would still be below 10,000.Not that I wouldn't ever trade any of these stocks, but there are better fish to fry (for now).I'll trade anything except for tobacco, most mining, and some energy

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136815928219811162006-01-09T06:11:00.000-08:002006-01-09T10:51:25.580-08:00

Stocks I would have liked to own on January 6, 2006ADSK AutodeskCWTR Coldwater CreekGME Game StopLRW Labor ReadyNDAQ Nasdaq Stock MarketTRAD TradestationYHOO YahooNot much to say--my portfolio had a great day. BUT, it could have been even better with the stocks listed above.Tradestation: it is on the hindsight list EVERYDAY!! It has gotten away from me. Sometimes even when you are right on top

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136815860677070692006-01-09T05:59:00.000-08:002006-01-09T10:49:59.986-08:00

At one point, the weighted returns of my portfolio was up more than 3.7% on Friday, and closed up 3.3%. One of the data points I keep track of is the largest upside move and the largest downside. The previous upside close record was 2.71% in November 2005.It is important to not let the giddiness of such a nice move blind your judgement and with that in mind, I took the opportunity to divest my

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136532181410803902006-01-05T23:08:00.000-08:002006-01-05T23:23:01.413-08:00

Stock I wish I would have owned on Thursday include: Coldwater Creek CWTREBAY EBAYGamestop GMENordstoms JWNSelect Comfort SCSSTradestation TRADTradestation (TRAD) makes its 3rd appearance to the Hindsight list. I owned the stock this fall and made out well. Lots of retail stocks today. Have you heard of Coldwater Creek (CWTR)? If not, you will soon. This Idaho company, best known for its

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136531296977392222006-01-05T23:01:00.000-08:002006-01-05T23:08:16.976-08:00

Peter Lynch is a veritable investment guru. He managed the Fidelity Magellan Fund from 1977-1990 with average returns of 29%. He used a common-sense approach to picking his investments that amatuers will ever endeavor to emulate. Read this summary of a presentation he made recently. Included are 8 rules/observations and the "10 most dangerous things people say about stock prices". Read the

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136529658149888722006-01-05T22:24:00.000-08:002006-01-06T10:42:49.313-08:00

TradingMarkets is sponsoring this year's Playboy stock picking contest! Each girl picked 5 stocks before Jan 1 and the performance will be measured for all of 2006. The winner will be awarded $50,000 for her chosen charity.So far Miss November 2001, Lindsey Vuolo is leading. She is up 3.44% on the year, beating all the indices, and just behind...ME! Her picks are Bluefly (BFLY), Boyd Gaming (BYD)

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136444304664873172006-01-04T22:43:00.000-08:002006-01-05T23:25:00.136-08:00

Stocks I would have liked to own today!Hindsight:WBMDPSYSGMETRADFFIVSBUXEWWWhat's really annoying is having stocks appear in the hindsight list on consecutive days. Today's repeat offenders are Tradestation (TRAD) and F5 Networks (FFIV). Tradestation is one of the best online brokers. Their clients are very active traders and have large accounts. F5 networks helps companies manage their internet

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136442392929904662006-01-04T22:07:00.000-08:002006-01-04T22:43:03.583-08:00

I purchased SiRF today on a high volume breakout to an all time high. I got 19 shares @ 32.03. (I would have bought more but I didn't have any cash, that's right, I'm 100% in). This position is 5.79% of my portfolio. Sirf produces semiconductors that are GPS enabled and used extensively in cell phones and GPS devices. I've followed this company since their pre-IPO days in 2003 and they have

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136362458640443362006-01-04T00:12:00.000-08:002006-01-09T10:49:40.443-08:00

Stocks I would have liked to own Tuesday and will be watching closely:HANS Hansen's NaturalTRAD TradestationCWTR Coldwater CreekFFIV F5 NetworksGILD Gilead SciencesPlease read my Disclosure

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136361097654655382006-01-03T23:29:00.000-08:002006-01-03T23:51:37.673-08:00

I'm not complaining. What looked like a weak open turned into a frothy buying frenzy. My portfolio was up over 2% today thanks in great part to who else but Google and Apple. Unfortunately half of my holdings were down today. Liberty Global, a spin-off of Liberty Media has been weak since last year. It seems to go down everyday. I like the story but am feeling the pain on this stock. My micro-cap

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0tag:blogger.com,1999:blog-19107796.post-1136273705389735872006-01-02T23:16:00.000-08:002006-01-04T00:10:58.653-08:00

That's right, I'm ready to make some money. Tomorrow is the first trading day of the year.The consensus for this year? Beats me. Talking heads all over the internet and television give compelling arguments for the market to go up and others for the market to experience a downturn. So looks like we are going up or down. Charles Kirk in the Kirk Report -an excellent investment blog!!- says it best:

Trading Alamanachttp://www.blogger.com/profile/03931262610288822307noreply@blogger.com0