Tuesday, January 31, 2006

aka blumenthal

mazeltov! sixteen little dogs, pulling the sled. one puppy is 0.2498 shares of SAX that hasn't yet found their way into a sweep account....saw that Art Technology Group ( ARTG ) was gapping again today, on earnings growth.. a limit order in the last seconds for $2.79 got filled .... that puppy may run into the fours soon.. -- my google schnitzel is into ARTG and Valueclick and a ny cramerican mfg'er. Corning glassworks down AH on google, too ... RYI is in Chicago, good stock up and down...

top ten cramer
list ton tepid
Fluor... based close to home
'best of breed...'
tossing chairs,
hammering his studio buttons
by sometime we will know
the rest of the story.

his cummins diesel play is partly covered by my GLW shares. love the cummins and goins...

Scooper Tuesday

While I was sleeping off the LAX inflammation, a few limit orders were filled. I now own securities for fourteen companies (although STXS doesn't have to be managed anymore). I believe I can manage a portfolio of about twenty. My goal is to do just this, full time, for a living. Hopefully a fairly decent one. It is time to tithe again, based on gross profit locked in and pulled out of the market. What I am contemplating is increasing the percent from a tithe (ten percent) to something like twenty or fifty percent. That amount represents the faith and expectation of returns in the solid six figures.

Finally own a tiny bit of Ryerson. Been admiring the performance of that stock for months. Couldn't find them for awhile, after the first of the year, because they changed their name from Ryerson-Tull.

Moved my limit buy for HYDL to 80.80, and shares of that driller became mine. Those two are in the green already, after subtracting commission.

Wish I could say the same about GLW and LIFC. Proud owner of shares of those two; GLW is about break-even, and Lifecell is down to $21.71. Sometimes the first day of ownership gives an omen of future performance, sometimes not.

I'm still close to picking up some HXL and ARLP. Little farther away from my price on VICL and ATVI. Oh well, cum see cum saw, I want to leave a little mad money for another precious metals play. My best performing stock over the last two days is GFI, the gold producer. My synapses have about two hours before desire for sleep overcomes caffeine, so anything I find right now is suspect. Gotta have my pops.

Limiting Factors

I should be getting up to watch the market, but I haven't been to bed yet. Just got back from a call-out to LAX. A BlackDiamond needed a card swap. Counting my gas stop, the call took four and a half hours. On a bad weekday, that is the one-way travel time, counting parking. But from midnight to five, it's a camaro paradise. I have to drive sketchy to keep alert, by changing lanes and such. Going to bill them for eight hours, because they took something I'll never get back; last night's sleep.
Total of nine limit orders for the opening.
LifeCell (LIFC) at $22.22
Alliance Resource Partners (ARLP) at 37.62
Ryerson Inc (RYI) at 30.62
Hexcel Corp (HXL) at 20.20 already over twenty-one in premarket
Activision (ATVI) at 13.77
Hydril (HYDL) at 80.00
Corning (GLW) at 24.62
Vical (VICL) at 4.24
and the usual sell on some SNWL
looking for another precious metals play also; good luck shorts and longs

Monday, January 30, 2006

dashboard confessions

Put in a limit order for SunOpta, Inc., which were snapped up while I was inattentive. The order for nineteen percent of my shares was at $6.92. Bye, bye love... after the bell news about the Steam biofuel deal in Europe coming at a perfect storm of timing; I would have preFERed they announce anything with their usual earnings. Still have a nice 'stake' in the company, though, and long...

Bought a blue led flashlight at Sprite-Aid for $1.99. Sympatico convergence. The first leds were all green or red, for telecommunications devices. "Blue light" is a cool Mazzy Star song, and a late comer to led lighting. May point the way to new, energy-saving public lighting. I'm interested in (among solar and other things ) profiting from the recycling of those resources; there was an eight dollar tax on my last LCD computer display. A limit order for GLW seems okay....

Sold a schnitzel off VLO about twenty-five cents before the smarty shorts covered. Before that, parted with my $17.90 SFCC shares for 21.48. Still have my $15.75 shares tho. So much risk, it's good to be almost half cash again, and still in the green.

Multiple Compression

Cancelled my limit order to sell some VLO at $62, because that order would be filled within ten minutes, at this rate. Someone scooped up a few of my WPCS shares at $12.62 within three minutes of the bell. The only other order with a chance today is a sell limit for some of my SNWL shares at $8.48. Just trying to take a little off the top. VLO may finish above sixty-three today. Been my favorite stock for some time. Even my dad asks me how they are doing. I just don't understand how the market values this company so low; the earnings per share is higher than the p/e.

Saturday, January 28, 2006

electro lite 2

Pitchers and catchers report to spring training soon. I've always wanted to see live grapefruit league action, but I never even caught the Padres when they were in Yuma. Even the cactus league would be fun, but not like Vero Beach or Pompano.

very bored with the video games lately. Online Call of Duty 2 is extremely repetitive, with only four maps. Not too interested in learning 'Battlefield.' EA Games 'Medal of Honor - Pacific Assault,' is somewhat compelling. But there were a total of five players online the other night. Truly looking for a new competitive online multiplayer game, but with generally fewer shootings.

Probably going to trim half my SNWL shares before earnings, even though it is up a fraction. And I'll eventually lighten the load on UNH, just because the outsized gains are not there anymore.

degree of difficulty

easy to retract my recent bad post
my skid mark said buying a stock is easy
picking the right stock at the right time
an art form with a degree of science

warren buffet was less than half-right
the saying, 'the dumbest reason in the world
to buy a stock is because it is going up..'
is intellectually dishonest
and not rigorous.

Because then the statute would cause the
illiterati and chart flipperati
to reason that the smartest reason
to buy a stock is because it is going down.

forgetfull-ness tax

from olympic and gra nd, round the corner
whether it's a zone starting at three or four, not
found the sled on some side sked, 500 n. center st.,
eighty pound pack on a death march

consumption.

because it is the same
as a very inconvenient
two hundred dollar
. .. parking spot...
ecchhhh.

Friday, January 27, 2006

New Gold Fields

One limit order filled, for 21.62 mid afternoon, for Gold Fields Limited ADS. Egads, a company based in Johannesburg, South Africa. Free, eee, eee, Nelson Man DALA. Big Pie Making Machinery, Inc, dial me in. The other limit orders failed. Went to thirty on RYI before I was dispatched to LAX; mildly chagrined initially that my $6.12 HEPH went unfilled. TRBM for $3.60 and CBJ for 3.14 went unfilled over the last hours; still looking at INSM. Still interesting is the fact that for the first time in a long time, the DJIA was up about a percent, and I was down about the same. Veo que NFX is below my exit point, so there's another limit order for 49.49 there and a sad four four limit order for NVIDIA... possible monster ...

Wanted to mutilate this pretty boy at the taco shop. I ordered a bean burrito and shrimp quesadilla, and tipped the styrofoam cup a bone. I just sit down with the Fry's ad, and Shiloh, or stain random, and an ugly little amigo, come in spouting f-bombs every other word, infecting the air waves. Hey, no problem with a few f-words, as long as there are no women in the room, which I thought was true. That kid was a pure cunt. They were waiting for a bean burrito also, and when my order came up, the little beto says, ' is that ours,' and she says, 'I don't eat bottom-feeders.' That's when the urge to pulverize his face with a mace arose in me. Bitch is a bulls-eye in the ruin filter... stared him down, then went to Food Despot and got a ciabatta sandwich, some cutters with oj, and a chilly little St. Pauli. I didn't have him sized up when I turned my back to him to pick up my order. I turned around to face him and grabbed my junk, and said, ' how y doin..' and that is what SHE said. What else would I say? Twenty pounds overweight, birk sandals and meds against a smug, six foot twenty year old in a duster. "Que pasO, pendEjo.............?" Nice hat. You're a funny guy. You're a motherfucking hoot. Everything that comes flying out of your pie-hole is solid gold shit.

.... the current top retorts are, 'Wait until they say something else, " or, say something loud and aggressive towards them, en espanol, como, "?Ehhhll pendEjo dice Que?" , or, say, "ha, ha twatsss, they're all bottom-feeders...." ...serenity exists ...

Fifth Tuesday

Maybe there are some stocks going ex dividend on that blue thirty-first. Openwave Systems (OPWV) gapped up today on earnings and guidance. I will be looking for shares under twenty next week. Other than that, today is a hold. Ryerson is well past thirty and may push higher after earnings. This investor is too tired and decadent to do too much research today. Should be getting to bed early and being fresh for the bell.

The Palestinian election raises the question of morality consciousness; the will of the people in a registered democratic process, versus the bus carnage. Bibi will probably be elected and his reaction would be to roll tanks and helicopters. Wherever it goes from there only the Creator knows. All the neo-cons and them are probably tickled to think their version of prophecy has arrived. Get the after the fact da Vinci encode. Long story short, I'm still overweight Valero. And a new limit order for HEPH. I had weeks to buy in after the $4.50 bottom. Oh well, six dollars probably won't get it filled today.

Thursday, January 26, 2006

Investing in Faith

Buying a stock is easy. Selling a stock is very difficult. Score one for the good guys today, as Stereotaxis, Inc., paid for full free admission to the board. Bought the stock at $7.84, saw it test fifeteen. Sold two-thirds of the shares today for a gain of eight dollars per share. The profit stays in the account. No longer will my beloved companies become a line on a watch list. Some other projects are somewhat less speculative, like Valero, so I am watching it for a chance to sell the profit times two or three, at sixty-plus. NGPS and WPCS still have a little slack on the leash, good runs today. Sonicwall is in a channel, waiting for the earnings report.

Sold all my DF this week, just lame money lately. Trying to get liquid for the shekel on the tax schnitzel. Cramer ain't no Jew but he kvetches like one. I am gratified to see the performance of SunOpta, Inc., based on their revenue guidance. The stock will drop after earnings but I will look for any shares under six, solid gold stuff. SFCC is about to zoom past twenty-five, will test $28. My limit order for tomorrow's open is for RYI. Had limit orders for CBJ, GFI, INSM, and TRBM expire today.

TED

 BUNDY WAS PROBABL TRANS NOOBODY TALKS ABOUT THIS...THEY/THEM LEFT DETAILED NOTES ON THERE/THEM OBSESSESH WITH THE VAG