AOB MTW January 2010 calls
Greg I bought the calls at an average price of $6, they’re at about $9-11 now. Anyway, tomorrow I’m buying calls on MTW and AOB. CEDC is still the way to go if you’re going to choose one I think. If you’re playing GHII put a limit buy order in at $0.11 or less and [...]
Stocks I tried to hate
From: Bradford, Glen RichardSent: Sunday, November 02, 2008 2:35 PMTo: RebeccaSubject: RE: Stockpickr article Just got your message. They’ve been sorted into my junk mail until now. It’s hard to find companies that are so bad that they’re not worth owning in this kind of environment with everything down as much as it is. The [...]
Retrospect 20/20 and I'm kicking myself
Looking at the numbers, I started with a net input of about $89K I rode that up about 20% — and then recieved knock out blows into and through “Black October.” I cut out my Trailing stops and rode my portfolio down to $55K (down 40% from the start and probably down about 50% from [...]
if i had time
china solar looks really hot right now. i don’t have the time to look through and analyze them all right now — unfortunately. i’m definately interested. barak obama won the election. (this is the night before) – sorry mccain. Ticker Time last high low Price % ChangeSOLF 4:00pm 8.24 6.10 4.68 +81.09%YGE 4:02pm 6.26 5.27 [...]
No JPM or YHOO
Dario, Yahoo is priced to grow at 11.5% by my calculations. I know they have had deals with Microsoft and Google and neither have worked as far as I know. It’s been growing revenues at 6% to 8% and earnings growth is also questionable. Everyone knows google’s a better search engine. I’d rather own the [...]
MTW – Great Earnings News
Todd, The 2nd Quarter is usually their strongest quarter, so I expected earnings to fall from 1.044 It fell to 0.80, analysts expected 0.81. Then of course they lowered their full year outlook (cause of the $0.99 UK currency hedge 1-time cost ––no brainer) They’re still up Year over Year, That’s good, but I think [...]
MTW, BUCY; still bulls? I think so. Definately BUCY
Todd, “The $2.7-billion acquisition will establish Manitowoc among the world’s top manufacturers of commercial foodservice equipment. Manitowoc said it is also is one of the world’s leading producers of cranes and innovative lifting solutions for the global construction industry.” (referring to Edonis). ————Side note: (the point is to illustrate that a lot of construction companies [...]
CEDC Currency Rates
Hey Nate, I’ve tabled this one, cause I have no idea about how the currency exchange rates will impact the company. Here’s the Q2 transcript: http://seekingalpha.com/article/89211-central-european-distribution-corporation-q2-2008-earnings-call-transcript A few highlights I just found: “we continue to see in Poland and in Russia, of course with the higher GDP growth of Russia, certainly trade-up opportunities are higher [...]
1 Stock
Greg, That’s hard. I hate picking just one. For the sake of using macroeconomics, China’s my favorite country and they aren’t hurting fundamentally as bad as we are. My favorite “ultra-high” risk play is GHII. It’s a penny stock that is trading at 11 cents and in my opinion is worth about $2 or more. [...]