Sunday, September 13, 2009

Insider Stampede

Coupled with rising gold price what does this say for equities a year out.
clipped from money.cnn.com

Insiders sell like there's no tomorrow

Insiders sell l

Corporate officers and directors were buying stock when the market hit bottom. What does it say that they're selling now?

nsiders be wrong?

NEW YORK (Fortune) -- Can hundreds of stock-selling insiders be wrong?

The stock market has mounted an historic rally since it hit a low in March. The S&P 500 is up 55%, as U.S. job losses have slowed and credit markets have stabilized.

But against that improving backdrop, one indicator has turned distinctly bearish: Corporate officers and directors have been selling shares at a pace last seen just before the onset of the subprime malaise two years ago.

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Monday, August 3, 2009

Retooling the Resume, For-Profit Education

Despite concerns about increasing student default rates and poor student placement, we feel the for-profit education stocks are appealing at current values. The countercyclical nature these stocks, people going back to school during a recession to improve their resumes, has resulted in record enrollments. Consumers Digest reports it as a 6.2 billion dollar industry, and many companies in this industry are producing above average revenue growth. Once called distance learning, online classrooms proliferate even at academically superior not for profit schools.

APOL, LINC, and CPLA

To read the rest of this blog go to http://mystocktradingstrategies.com/

Sunday, June 28, 2009

MED NYSE 10.60

When using a basket approach to the market occasionally our screens and the following buys will yield some bad fruit. It is especially sweet if we get out of bad fruit with a profit. I bought Medifast (MED NYSE 10.60) on 6/25/09 at 8.84 as part of a basket strategy. The Company was one of our daily picks. The stock hasn't looked back, trading 6 times its normal volume on Friday enticing me to look a little closer. That look revealed some players who have actively run short campaigns against companies they portray to be multilevel marketing schemes.

For entire post

Saturday, June 20, 2009

Tensions Build

clipped from www.foxnews.com
The U.S. military is tracking the North Korean ship shown here, called the Kang Nam.

"Permission has not been requested. Nor is it clear it will be," a military source told
FOX News. "This is a very delicate situation and no one is interested in precipitating a confrontation."

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Wednesday, May 27, 2009

Solar Stocks Heat Up $TSL (22)

As we slog through this recovery, which will knock the hell out of historical domestic growth rates, investors are looking globally for higher returns. Some investment managers advise that as much as 50 percent of investor’s portfolio should be outside the United States. As sentiment improves and the risk appetite of baby boomers looking to repair their retirement portfolios increases, global growth stocks should benefit

For the rest of this post.

Wednesday, May 20, 2009

Questionable Aquistion or Marketing Genius? UNTD (6.86)

UNTD (6.86) provides consumer Internet subscription services through a number of brands, including NetZero, Juno, Classmates and MyPoints. The company offers marketing solutions across their various properties. In a move that has raised eyebrows last year the company acquired FTD, the nearly 100 year-old brand. More

Sunday, May 10, 2009

To Late for a Dose of Eli Lilly (LLY 35.95)?

We don’t think so. The stock is breaking out of a base on good volume after a positive earnings report. In the face of the threat of sweeping reform in healthcare LLY has displayed pricing power, raising prices on many of their drugs. Link to entire post

On 3/23 we said the fear surrounding Medicare reimbursements was overdone and thought LHCG (28.54) then priced at 19.47 would benefit. Though we would not short it at current levels, profit taking is in order.

Wednesday, May 6, 2009

Today's Picks

Caution out there today. We like the following stocks but don't mortgage the house on them (never a good strategy).

EXM 8.90 stop 8.19 bulk shipping is getting hot
DENN 3.01 stop 2.69 gave it to you on 4/29 at 2.73, volume is getting stronger we like it above 3
MAR 24.31 stop 21.89 real estate play should be bought on dips
SUTR 3.53 stop 2.99 volume pick up should be bought on dips
JBLU 6.05 stop 5.79 generally we do not like airlines so we are using a tight stop on this one.

Wednesday, April 29, 2009

$PNRA

We haven't done the analysis of the earnings but Panera is down before the open. Last year we wrote. The stock closed at a year low of 42.33 on March 3rd. On April first we added it to our model portfolio at 55.72

Monday, April 20, 2009

Bet on Vegas?

The market worked its way higher again, for the sixth week in a row. We begin the week with the futures looking lower. We advise caution. Despite this we like GCA, VLTR, and DGIT if they trade above their opens by 10:10 AM.
GCA (5.23) Both gaming and electronic cash processors are sharply off their bottoms. To us GCA represents a solid performer in both areas with a PEG ratio less than 1 and trading less than 10 times earnings.

Smartcrest Equities

GCA and VLTR seem to have rounded bottom formations.