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Wednesday, April 11, 2007

RIMM earnings might trigger sell-off

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The stock has run up so much in the past year that I wouldn't be surprised if it sells off despite good earnings. They will really need to provide blowout numbers for the stock to move up.

Tuesday, April 10, 2007

Remember Stratasys

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The 2003 horseman SSYS looks to be back in favor. Institutional buying has been heavy of late. Need to evaluate this opportunity in more detail.

Thursday, April 5, 2007

Monster Ready for a Dead Cat Bounce

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The Monster news really sucked. But the stock is overdone in the short-term. I expect a dead cat bounce. If you are playing the portfolio challenge (and I am not sure of the exact rules), I recommend you buy this for Monday and get out Tuesday.

Metals on Fire

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I have been wanting to write in detail about why I think stocks like RIO, CLF, RS, CHAP and even Nucor, but just have not had time. At any pull back, buy any of these with confidence.