Tradepad

RIMM earnings might trigger sell-off

2007-04-11T12:57:00.001-07:00

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.

Remember Stratasys

2007-04-10T17:20:00.001-07:00

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.

Monster Ready for a Dead Cat Bounce

2007-04-05T23:09:00.001-07:00

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

2007-04-05T09:55:00.001-07:00

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.

Tenaris Back With a Bang

2007-03-29T17:20:00.000-07:00

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

2007-03-29T17:18:00.001-07:00

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

2007-03-29T17:07:00.001-07:00

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.

Radvision Breaking Out on New Technology

2007-03-22T13:18:00.001-07:00

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.

H&M is a Great Retail Play on Sweden.

2007-03-21T18:58:00.001-07:00

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

2007-03-21T18:55:00.001-07:00

Buyout rumors are making me look at rhis retailer.

$1.2 billion inflows to US Funds

2007-03-20T14:46:00.001-07:00

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.

Lack of Volume Yet Again Indicates Downtrend

2007-03-19T12:06:00.001-07:00

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

2007-03-19T07:05:00.001-07:00

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

International Securities Exchange Might Get a Bid Too

2007-03-19T06:54:00.001-07:00

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

Yahoo's Panama Improves Click Conversion

2007-03-18T21:06:00.001-07:00

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).

Volatility likely to decrease next week

2007-03-16T12:49:00.001-07:00

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

Watch How the Market Closes Carefully

2007-03-13T10:39:00.000-07:00

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.

Blockbuster Takes Off

2007-03-12T17:49:00.000-07:00

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

Trina Solar the Newest in a List of Solar Panel Makers

2007-03-12T06:03:00.001-07:00

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

2007-03-12T04:11:00.001-07:00

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

2007-03-12T04:07:00.001-07:00

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.

Has Anyone Looked at Akamai?

2007-03-09T18:12:00.000-08:00

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

2007-03-09T10:11:00.001-08:00

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

2007-03-09T09:13:00.001-08:00

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

Market Strong Despite Correction

2007-03-08T17:48:00.001-08:00

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

2007-03-08T17:34:00.001-08:00

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

2007-03-08T17:21:00.001-08:00

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

2007-03-08T09:52:00.001-08:00

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

2007-03-08T09:27:00.001-08:00

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

2007-03-08T08:54:00.001-08:00

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

Sub-Prime Lenders Up For Grabs

2007-03-07T12:19:00.001-08:00

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

2007-03-07T10:12:00.001-08:00

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

2007-03-07T10:04:00.001-08:00

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

Gold and Silver Present a Good Opportunity to Diversify

2007-03-06T17:20:00.001-08:00

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

Look Abroad for Growth in Search Marketing.

2007-03-06T17:19:00.001-08:00

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.

2007-03-06T17:14:00.001-08:00

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

2007-03-06T13:58:00.001-08:00

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

2007-03-06T00:50:00.001-08:00

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

Stock Shopping List For this Decline

2007-03-05T23:43:00.000-08:00

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

Interesting Factoid About Women vs. Men

2007-03-05T23:16:00.000-08:00

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).