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Thursday, March 29, 2007

Tenaris Back With a Bang

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Yes I have been on and off on this stock, but its going higher. I expect some merger news coming from this play. It will eitheer acquire or be acquired.

Cleveland Cliffs Looks Ripe

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With M&A on the rise, this one could could either be bought or keep going higher. Either way, its going higher.

Western Refining My Oil of Choice

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I am so mad this stock doesn't come down for me to buy. Its gone straight up and I think I have missed it.

Thursday, March 22, 2007

Radvision Breaking Out on New Technology

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RVSN is setting up for a double digit move up. It was up 8% today and unless the bear market decides to rear its ugly head, I suspect the stock is headed to $30 by early next month. Brace yourself for a wild ride.

Wednesday, March 21, 2007

H&M is a Great Retail Play on Sweden.

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This retailer is the next Ikea of retail. Cheap and pretty is how the clothes can be described. Only problem- you need to be able to trade in the Stockholm stock exchange.

Speculate on Kohl's

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Buyout rumors are making me look at rhis retailer.

Tuesday, March 20, 2007

$1.2 billion inflows to US Funds

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This was yesterday. Ofcourse, this is not what caused the rally yesterday but considering equity supply shortage, this money shows increased demand that is good for the US markets.

Monday, March 19, 2007

Lack of Volume Yet Again Indicates Downtrend

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Even though this really today is broad based, there is not enough volume that would indicate insider buying. Market still in a Downtrend.

Jones Soda Making New Highs

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I recommend picking up some JSDA today. Its breaking out on huge volume.

International Securities Exchange Might Get a Bid Too

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With CME and ICE duking it out over BOT, I bought ISE today. Smaller and cheaper than all others in the space.

Sunday, March 18, 2007

Yahoo's Panama Improves Click Conversion

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According to comScore, following Panama's release, Yahoo is showing an improvement in clicks and conversion. This was expected but the stock does not look like it understands the overall impact. I would short Google here (for the short-term) and be long Yahoo (for the long-term).

Friday, March 16, 2007

Volatility likely to decrease next week

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With quadruple-witching today, the markets were more volatile than usual all week. I think we will see more of a trend next week.

Tuesday, March 13, 2007

Watch How the Market Closes Carefully

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The final few hours of this trading day are crucial. The market could either dive a second time today or come back. The latter, although unlikely could signal a short term end to the correction. The former means we are going down at least another 5% soon.

Monday, March 12, 2007

Blockbuster Takes Off

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Blockbuster broke out today on heavy volume. Watch this one go to $8.

Trina Solar the Newest in a List of Solar Panel Makers

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Trina Solar (TSL) is something I will try to write in detail about soon. But for those who like to jump on new ideas, I like this stock. It is a chinese manufacturer of solar panels.

Garmin Back in Favor

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After blowing estimates last month, Garmin has retreated down almost 12% and is right at its 50-day moving average. What a bargain this is.

Chipotle Mexican Grill is a Bargain

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The stock is down 7.7% from its recent highs. I think its a good buy at these levels and would buy more if it gets down to $58.

Friday, March 9, 2007

Has Anyone Looked at Akamai?

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This is one of the best stocks for internet multimedia content and distribution. I am adding this to my shopping list.

Amgen is Down Too Much to Ignore

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With FDA warnings on 3 of its drugs, the stock has gone nowhere but down for the last few weeks. I wonder if its time to buy.

Yahoo is a Screaming Buy

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Yahoo will not stay down long. This is a great opportunity and I am buying at these levels.

Thursday, March 8, 2007

Market Strong Despite Correction


Earlier today, I said that I thought the market would sell off towards the end and it did, but not as much as I expected. There are too many people calling for a correction, which leads me to believe the sell off will be over sooner than I expected.

Zumiez Up on High Same Store Sales


I have been a bull on this but I am thinking it might be time to take profits. Not sure which way to call this. Story is still young. Anyone analyze their fundamentals recently?

Contrarian Approach Tells Me to go Long Amazon and Short Goldman Sachs


I have been shorting Amazon for a long time and have lost my shirt on it. But everyone hates it, which leads me to believe the stock will not be going down anytime soon. On the other hand, everyone think GS is cheap and will go up. I wonder if the stock will go up much from here considering everyone is already bullish on this stock. Leaves me with more questions than answers.

Rising Gasoline is Good For Refiners


Look at Frontier and Marathon. Tesoro is up too much so I'd stay away.

Watch out for the Sell off Into the Close Today


I wouldn't be surprised if markets sell off from these levels into the close. If they go up on high volume into the close, that's a bullish sign but we are not there yet.

Costco is Ok


Don't worry about the Costco number. This one is for the long term.

Wednesday, March 7, 2007

Sub-Prime Lenders Up For Grabs


Seeing as how FMT is up on buy-out talks, I think LEND is a good speculative bet.

MEMC is my first pick for my Green portfolio


The market correction has given us an opportunity to get back in this name. Buy some WFR and hope it sells off more because at 48, its a screeaming buy.

Hilton attractive here


At around 33-34, Hilton looks like a good buy. Add to your shopping list.

Tuesday, March 6, 2007

Gold and Silver Present a Good Opportunity to Diversify


I am looking at GLD and SLW and they look like good hedges against the dollar.

Look Abroad for Growth in Search Marketing.


Having grown by more than 30% for each of the last three years, online ad spending in the US will rise by less than 19% in 2007, according to new eMarketer estimates. Ad Spending will need to shift focus on growth abroad with Forrester and Jupiter seeing growth slipping into the single digits by 2011. 

Face Book More Popular than MySpace For 17-25.


In a recent survey conducted by Youth Trends, Facebook seems to be the site of choice for nearly 70% of females ages 17-25. This is the first time that Facebook was #1 for both men and women. MySpace it seems, attracts more users under the age of 17. Considering that January saw 61.5 million visitors to MySpace and 19 million to Facebook, the under 17 market is what advertisers should be looking to go after. eMarketer estimates that $865 million will be spent on social network ads this year.



Volume Not Convincing


Even though the market ended up big for the day, volume was light and if you bought today into the rally, I believe there is pain ahead for you.

Flowserve and Activision Holding Well


Considering the sell-off, these are two stocks holding up really well.

Monday, March 5, 2007

Stock Shopping List For this Decline


GS, NMX, NYX, YHOO, AAPL, RIG, ATVI so far. Will add more everyday.

Interesting Factoid About Women vs. Men


Did you know that even though typical single women earns 30% less than typical single men, they save -1.4% compred to over 12% for men. CPI jumped 3.6% in Jan YOY for jewelry, clothes, cosmetics etc., compared to TV's, sporting goods and beer. This is based on a Merill Lynch study. No wonder I like Tiffany (TIF).