Stock Picks
September 13th, 2012 at 12:26:46 PM
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I love being in the stock market. I do not trade however, so I don't have alot of turnover in our portfolios. So I won't be posting here very often.
Today I very much like a stock that I believe has pretty well bottomed after a recent fall and I believe has an awfully bright future. That company symbol is CKSW.
Today I very much like a stock that I believe has pretty well bottomed after a recent fall and I believe has an awfully bright future. That company symbol is CKSW.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
September 13th, 2012 at 12:43:20 PM
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Please be aware that after several losses, steeldco reserves the right to change the formula used to select stocks.
September 13th, 2012 at 1:01:22 PM
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I bought 330 shares of Bank of AmericA stock when it was $3.30/share. It is trading at 9.40 today. My $1,000 investment is up over $3,000.
September 13th, 2012 at 1:02:20 PM
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Fantastic! Nice pick!
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
September 13th, 2012 at 1:13:25 PM
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Facebook may be a bargain here at $21. I'll let my mutual fund manager decide for me.
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
September 13th, 2012 at 1:40:41 PM
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Hmm....I think that I would have to disagree with you.....but I could easily be wrong. It's happened a couple of times.....
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
September 13th, 2012 at 6:36:55 PM
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Can you put into words what value Facebook brings to the business world? If I could short US stocks, I would pull Facebook's pants right off.
Wisdom is the quality that keeps you out of situations where you would otherwise need it
September 13th, 2012 at 8:15:46 PM
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Well if looking for a short this is probably it....CZR
September 13th, 2012 at 8:30:05 PM
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Quote: dwheatleyCan you put into words what value Facebook brings to the business world? If I could short US stocks, I would pull Facebook's pants right off.
Why cant you short US stocks?
September 13th, 2012 at 8:36:36 PM
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I should come up with a funny answer, like I've been prohibited from derivative trading due to my history with the SEC, but the truth is I just haven't bothered to open a trading account up here in Canada that allows margin or short trading in the US.
Wisdom is the quality that keeps you out of situations where you would otherwise need it
September 13th, 2012 at 8:38:51 PM
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1400 AT&T at 29.90 early this year. About 5.9% dividend and much to my surprise (NOT) 20% appreciation. About 11% pf weight.
I recently bought 700 Coach at $52 on a limit order. its doing OK, but the market vs. Coach hasn't settled. It might go back. 10.5% pf weight.
My core three CNI, GWR, and MCD are still doing OK after 8, 9, and 7 years respectively. Wish I could still hold AMX, but its still going nowhere after 9 months. Its time has passed.
I recently bought 700 Coach at $52 on a limit order. its doing OK, but the market vs. Coach hasn't settled. It might go back. 10.5% pf weight.
My core three CNI, GWR, and MCD are still doing OK after 8, 9, and 7 years respectively. Wish I could still hold AMX, but its still going nowhere after 9 months. Its time has passed.
Some people need to reimagine their thinking.
September 13th, 2012 at 8:45:32 PM
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Here's my story. I am NOT an expert on picking stocks, I more do the 'throw a dart at a board' technique to diversify. I owned Enron. I owned GM. I own Lucent. I own Citibank. All big losers. But I used to make fun of my little sister calling her a "BAP", which really meant nothing at all. So I bought BAP, a Peruvian bank, 600 shares at $6 per share some years ago. It is now trading around $125 per share! I also bought my initials, SNP, a few years back at $20 per share. Been around $95 per share recently. Some up, some down...
September 14th, 2012 at 5:41:18 AM
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98clubs,
You piqued my interest in AMX and a quick look shows a down year for 2011 and a lousy looking Balance Sheet. I can see why it has underperformed the markets.
Just out of curiosity, why would 2 of your core 3 be rails?
Lastly, in all honesty, my best experiences have been with small and micro caps. I tend to shy away from mid to large caps with the belief that I have already missed the large % moves. Just my MO though.
You piqued my interest in AMX and a quick look shows a down year for 2011 and a lousy looking Balance Sheet. I can see why it has underperformed the markets.
Just out of curiosity, why would 2 of your core 3 be rails?
Lastly, in all honesty, my best experiences have been with small and micro caps. I tend to shy away from mid to large caps with the belief that I have already missed the large % moves. Just my MO though.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
September 14th, 2012 at 6:53:47 AM
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Also as a FWIW, again, you won't see alot of picks here, unless they come from other members. My MO is Buy, Hold, and continually Re-assess.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
September 18th, 2012 at 7:37:02 AM
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I see that one of our holdings was downgraded today. It's symbol is OPTR. Here is a cut n paste of their business profile:
Optimer Pharmaceuticals, Inc., a biopharmaceutical company, focuses on development and commercialization of pharmaceutical products. It offers fidaxomicin tablets, an antibacterial drug for the treatment of adult patients with Clostridium difficile-associated diarrhea (CDAD). The company sells its fidaxomicin products through wholesalers to hospitals, retail, and specialty pharmacies in the United States. It also has fidaxomicin under Phase IIIB clinical trials for the treatment of CDAD prophylaxis and CDAD in oncology patients; and under Phase II clinical trials for the treatment of pediatric CDAD treatment. In addition, the company has Solithromycin product under Phase II clinical trials for the treatment of respiratory tract infections; and OPT-822/821 product under Phase II/III clinical trials for the treatment of breast cancer. It has collaborative agreements with Cubist Pharmaceuticals, Inc.; Astellas Pharma Europe Ltd.; Par Pharmaceuticals, Inc.; Biocon Limited; Patheon Inc.; Cempra Pharmaceuticals, Inc.; Optimer Biotechnology, Inc.; Memorial Sloan-Kettering Cancer Center; and Scripps Research Institute. The company was founded in 1998 and is based in San Diego, California.
I would wait for a hopefull future fall to around $14 and then consider purchasing. I think that they are well undervalued. Their current drug is expected to peak around $500 million in annual sales. If none of the others, that are in various stages, are approved, then we should still see a minimum market cap of around $1 billion at some point and a possible high of $2-$3.5 billion should they be acquired (inevitable). It is presently around a $700 million market cap.
Optimer Pharmaceuticals, Inc., a biopharmaceutical company, focuses on development and commercialization of pharmaceutical products. It offers fidaxomicin tablets, an antibacterial drug for the treatment of adult patients with Clostridium difficile-associated diarrhea (CDAD). The company sells its fidaxomicin products through wholesalers to hospitals, retail, and specialty pharmacies in the United States. It also has fidaxomicin under Phase IIIB clinical trials for the treatment of CDAD prophylaxis and CDAD in oncology patients; and under Phase II clinical trials for the treatment of pediatric CDAD treatment. In addition, the company has Solithromycin product under Phase II clinical trials for the treatment of respiratory tract infections; and OPT-822/821 product under Phase II/III clinical trials for the treatment of breast cancer. It has collaborative agreements with Cubist Pharmaceuticals, Inc.; Astellas Pharma Europe Ltd.; Par Pharmaceuticals, Inc.; Biocon Limited; Patheon Inc.; Cempra Pharmaceuticals, Inc.; Optimer Biotechnology, Inc.; Memorial Sloan-Kettering Cancer Center; and Scripps Research Institute. The company was founded in 1998 and is based in San Diego, California.
I would wait for a hopefull future fall to around $14 and then consider purchasing. I think that they are well undervalued. Their current drug is expected to peak around $500 million in annual sales. If none of the others, that are in various stages, are approved, then we should still see a minimum market cap of around $1 billion at some point and a possible high of $2-$3.5 billion should they be acquired (inevitable). It is presently around a $700 million market cap.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
January 7th, 2013 at 10:50:03 AM
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Since the stock market is really the world's largest casino, I thought that I would update the picks that I had made and also to add one.
Here's the current data on picks previously posted:
Symbol Shares Price Mkt Value Price Paid Gain % Gain Annualized Gain
CKSW 1,000 $8.92 $8,920.00 $8.04 $872.00 10.83% 33.80%
OPTR 571 $10.32 $5,887.01 $14.00 ($2,114.99) -26.43% -91.01%
Total $14,807.01 ($1,242.99)
Doing ok on CKSW...not so much on OPTR. No worries however. They will both be moving up over the next couple of years.
I'd also like to add another pick today and that is SIMG, which is Silicon Imaging. Well undervalued here as MHL continues to gain traction.
Yahoo profile below:
Silicon Image, Inc. provides wireless and wired connectivity solutions that enable the distribution and presentation of high-definition (HD) content for mobile, consumer electronics (CE), and personal computer (PC) markets. The company delivers its technology via semiconductor and intellectual property products and services. It offers high-definition multimedia interface (HDMI) and mobile high-definition link (MHL) transmitters for mobile devices, such as smartphones and tablets; and MHL-to-HDMI bridges for docking stations and adapters connecting MHL mobile products with HDMI-enabled digital televisions (DTVs) and displays. The company also provides HDMI port processors for DTVs, AV receivers (AVRs), sound bars, and home-theater-in-a-box; HDMI transmitters for Blu-Ray players, STBs, and AVRs; and HDMI receivers for HD displays, such as projectors and PC monitors, as well as AVRs. In addition, it offers MHL/HDMI-to-HDMI bridges for HD displays, such as PC monitors and DTVs; digital visual interface receivers for HD PC displays, such as monitors and projectors; and serial advanced technology attachment controllers used in PC, DVR, and network attached storage applications. Further, it provides product interoperability and standards compliance testing services to manufacturers; and acts as an agent for promoting and administering HDMI and MHL specifications. The company sells its products to original product manufacturers of mobile, CE, and PC products directly in North America, Europe, Taiwan, China, Japan, and Korea; and through a network of distributors in North America, Asia, and Europe. Silicon Image, Inc. was founded in 1995 and is headquartered in Sunnyvale, California.
Here's the current data on picks previously posted:
Symbol Shares Price Mkt Value Price Paid Gain % Gain Annualized Gain
CKSW 1,000 $8.92 $8,920.00 $8.04 $872.00 10.83% 33.80%
OPTR 571 $10.32 $5,887.01 $14.00 ($2,114.99) -26.43% -91.01%
Total $14,807.01 ($1,242.99)
Doing ok on CKSW...not so much on OPTR. No worries however. They will both be moving up over the next couple of years.
I'd also like to add another pick today and that is SIMG, which is Silicon Imaging. Well undervalued here as MHL continues to gain traction.
Yahoo profile below:
Silicon Image, Inc. provides wireless and wired connectivity solutions that enable the distribution and presentation of high-definition (HD) content for mobile, consumer electronics (CE), and personal computer (PC) markets. The company delivers its technology via semiconductor and intellectual property products and services. It offers high-definition multimedia interface (HDMI) and mobile high-definition link (MHL) transmitters for mobile devices, such as smartphones and tablets; and MHL-to-HDMI bridges for docking stations and adapters connecting MHL mobile products with HDMI-enabled digital televisions (DTVs) and displays. The company also provides HDMI port processors for DTVs, AV receivers (AVRs), sound bars, and home-theater-in-a-box; HDMI transmitters for Blu-Ray players, STBs, and AVRs; and HDMI receivers for HD displays, such as projectors and PC monitors, as well as AVRs. In addition, it offers MHL/HDMI-to-HDMI bridges for HD displays, such as PC monitors and DTVs; digital visual interface receivers for HD PC displays, such as monitors and projectors; and serial advanced technology attachment controllers used in PC, DVR, and network attached storage applications. Further, it provides product interoperability and standards compliance testing services to manufacturers; and acts as an agent for promoting and administering HDMI and MHL specifications. The company sells its products to original product manufacturers of mobile, CE, and PC products directly in North America, Europe, Taiwan, China, Japan, and Korea; and through a network of distributors in North America, Asia, and Europe. Silicon Image, Inc. was founded in 1995 and is headquartered in Sunnyvale, California.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
January 7th, 2013 at 11:20:41 AM
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Here's one for any fellow gamblers out there: Athersys (ATHX)
The stock is trading at 1.19 right now, with a 52-week range of .95 to 2.33. It's a biotech company primary focused on stem cells. While a few years ago, it may have been more of a laughing matter (stem cells???!!) the industry is actually starting to mature with *real* treatments coming online. ATHX closed a $100 million dollar partnership with Pfizer a few years back (payments ongoing based on milestones) so it's not all vapor. They also have a weight-loss drug where a partnership is expected to be announced in the next few months. They did a secondary offer at around a buck a share and have $30 million in the bank, so they have enough cash to fund their business for a few years. The interesting thing about them is that if only one of their initiatives pan out, then the sky is the limit and they could easily become a billion dollar company, no exaggeration. I've met the CEO and he's a sharp guy. Good action on the stock in the last few weeks. This is one to watch, one to gamble on, for those who like to gamble in The Market.
The stock is trading at 1.19 right now, with a 52-week range of .95 to 2.33. It's a biotech company primary focused on stem cells. While a few years ago, it may have been more of a laughing matter (stem cells???!!) the industry is actually starting to mature with *real* treatments coming online. ATHX closed a $100 million dollar partnership with Pfizer a few years back (payments ongoing based on milestones) so it's not all vapor. They also have a weight-loss drug where a partnership is expected to be announced in the next few months. They did a secondary offer at around a buck a share and have $30 million in the bank, so they have enough cash to fund their business for a few years. The interesting thing about them is that if only one of their initiatives pan out, then the sky is the limit and they could easily become a billion dollar company, no exaggeration. I've met the CEO and he's a sharp guy. Good action on the stock in the last few weeks. This is one to watch, one to gamble on, for those who like to gamble in The Market.
Lack of prior planning on your part doesn't constitute an emergency on my part.
January 7th, 2013 at 12:31:10 PM
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Loaded up on ZNGA (Zynga) last week @ 2.40 a share, jumped 9% already. Hanging on to it as they are making in roads to legal online gambling in the US and Europe.
That is my speculation pick for you.
That is my speculation pick for you.
January 7th, 2013 at 12:41:13 PM
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TheBigPaybak, thanks but I actually have a bit of a similar company, ASTM, that's a little closer to bringing something to market (it has a product in phase III trials). At times I've become somewhat disenchanted with it and probably would not be interested in ATHX.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
January 7th, 2013 at 12:48:24 PM
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JW17, I took a quick look at ZNGA and am somewhat concerned with their shutting down as many games as they are. I think that is worth keeping an eye on, but I think I will wait until the dust settles a bit. I want to see their calendar Q1 2013 income statement before doing anything.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
January 7th, 2013 at 12:50:39 PM
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Quote: TheBigPaybakHere's one for any fellow gamblers out there: Athersys (ATHX)
The stock is trading at 1.19 right now, with a 52-week range of .95 to 2.33. It's a biotech company primary focused on stem cells. While a few years ago, it may have been more of a laughing matter (stem cells???!!) the industry is actually starting to mature with *real* treatments coming online. ATHX closed a $100 million dollar partnership with Pfizer a few years back (payments ongoing based on milestones) so it's not all vapor. They also have a weight-loss drug where a partnership is expected to be announced in the next few months. They did a secondary offer at around a buck a share and have $30 million in the bank, so they have enough cash to fund their business for a few years. The interesting thing about them is that if only one of their initiatives pan out, then the sky is the limit and they could easily become a billion dollar company, no exaggeration. I've met the CEO and he's a sharp guy. Good action on the stock in the last few weeks. This is one to watch, one to gamble on, for those who like to gamble in The Market.
I earned my CFA designation in 2001 and I got sick of the financial industry because IMHO it really is a corrupt industry.
It would be nice if people disclose: (a) if they have a position in the stock at time of the post and (b) how they valued the stock, i.e. DCF, option-valuation theory and show the work.
January 7th, 2013 at 1:36:26 PM
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Quote: Ardent1I earned my CFA designation in 2001 and I got sick of the financial industry because IMHO it really is a corrupt industry.
It would be nice if people disclose: (a) if they have a position in the stock at time of the post and (b) how they valued the stock, i.e. DCF, option-valuation theory and show the work.
Ardent1, as an FYI, I ALWAYS own that which I recommend. Insofar as valuation is concerned, there are so many different methodologies. Personally, I'm not about to go about showing all of my work. Do your own due diligence and valuation. Valuation goes out the window if there isn't sufficient sales growth. THAT is the driver to higher future stock prices. Increasing sales cover alot of sins........I begin with that.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
January 7th, 2013 at 1:38:29 PM
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Mr Random buys stocks too, you know . His partner in those ventures is Mr Dart !
Shed not for her
the bitter tear
Nor give the heart
to vain regret
Tis but the casket
that lies here,
The gem that filled it
Sparkles yet
January 7th, 2013 at 1:41:24 PM
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Quote: BuzzardMr Random buys stocks too, you know . His partner in those ventures is Mr Dart !
ROFL
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
January 7th, 2013 at 1:46:27 PM
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Quote: Ardent1I earned my CFA designation in 2001 and I got sick of the financial industry because IMHO it really is a corrupt industry.
It would be nice if people disclose: (a) if they have a position in the stock at time of the post and (b) how they valued the stock, i.e. DCF, option-valuation theory and show the work.
Just to be clear if not already, ATHX is truly a gamble as their ultimate success will depend on whether their technology works AND if they can make money from it before they use all of their cash/resources. People investing in this company should be prepared to lose it all. I am although it would hurt.
I'm just an amateur investor, and yes, I do have a sizable position in the company as a percent of my overall portfolio. I'm a believer. Hopefully I'm right! I don't have any inside information, but here's a good nugget from a recent Piper Jaffray conference:
http://ir.athersys.com/releasedetail.cfm?ReleaseID=722257
Toward the end of the presentation, you'll hear the ATHX presenter talk about a high-quality partnership "over the next couple of quarters". The presentation was November 27th-28th of 2012, so it seems very likely that they will announce something within the first half of 2013. The last time they announced a significant partnership, the stock shot up to the 5-6 dollar level. Will history repeat itself?
Right now the stock's in the gutter and as they don't have meaningful earnings, so how do you assign a value to it? That's above my pay grade, except I can say with a market cap of around $63 million and around $30 million in the bank, The Street is currently assigning a value of around $33 million for their patent portfolio and essentially their whole business. That seems cheap especially when they did cut a $100 million deal a few years ago. The billion dollar question is whether their products will truly help certain disease conditions. For example, for people unfortunate enough to have a stroke now, the first few hours of treatment are critical to avoid long-term damage. Athersys may have a treatment option that helps for days and weeks after a stroke were to occur. Even if it were to work in a small percentage of people, as long as it was safe, it would be huge!
Anyway, this is a gamble, posted on a gambling forum. I'm a non-AP too, so take it all for what it's worth: just an idea that may or may not pan out. If they didn't previously cut a $100 million dollar deal with Pfizer, I'd be more skeptical, but that at least proves they have something that has value.
Lack of prior planning on your part doesn't constitute an emergency on my part.
January 7th, 2013 at 6:01:14 PM
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Quote: steeldcoJW17, I took a quick look at ZNGA and am somewhat concerned with their shutting down as many games as they are. I think that is worth keeping an eye on, but I think I will wait until the dust settles a bit. I want to see their calendar Q1 2013 income statement before doing anything.
Probably a smart move, but I'm gambling on them getting gambling for real money. That will bring in much more than the Petsvilles of the world.
January 31st, 2013 at 6:26:28 AM
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Quote: Ardent1I earned my CFA designation in 2001 and I got sick of the financial industry because IMHO it really is a corrupt industry.
It would be nice if people disclose: (a) if they have a position in the stock at time of the post and (b) how they valued the stock, i.e. DCF, option-valuation theory and show the work.
Here's a recently posted comprehensive analysis on ATHX, much better than i could ever do:
http://seekingalpha.com/article/1141481-athersys-a-significantly-undervalued-stem-cell-company-approaching-key-catalysts
Things continue to trend up.
Lack of prior planning on your part doesn't constitute an emergency on my part.
January 31st, 2013 at 2:49:26 PM
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An update to my icks since the thread got dugup again
COH is back to 51-52 as predicted
Rails CNI and GWR up nicely... GWR recently bought out RRA and jumped $10 quickly
MickyD's hummin along
AT&T still 34-35 pullin down a nice divi
I see someone asked why 2/3 core picks are rails... GWR is Old Greenwich money and ops. Very smart/sharp investing. The RRA buy was a nice play, and GWR will sort-out the lines.
CNI is the best run RR in the bizz. Screw Chicago delays, we'll buy lines around Chitown and get 'er dun.
MCD has $8 BigMac Meals and wifi. After being in the mid 80's its back to mid 90's. (Whew)
T is just T it ain't goin anywhere, just pay me my 5.9%... beats the banks by miles.
EDIT: I had to check on final transfer positions. In late 2012 (Nov. I sold off the entire pf to capture the anticipated lower L.T. Cap Gains Rate offered. All of the buy backs were completed as of Jan. 10th this year. On the sell/buy-back I lost about $1500 on a $405000 pf as of today. Most of this loss is the 1100 T I owned b4 the add of 1400 sh.
This is pretty much my retirement funded from an original $27500 in 2000/01. I missed a few like AAPL, but scored nicely on HIG and F on their rebounds in 08/09.
COH is back to 51-52 as predicted
Rails CNI and GWR up nicely... GWR recently bought out RRA and jumped $10 quickly
MickyD's hummin along
AT&T still 34-35 pullin down a nice divi
I see someone asked why 2/3 core picks are rails... GWR is Old Greenwich money and ops. Very smart/sharp investing. The RRA buy was a nice play, and GWR will sort-out the lines.
CNI is the best run RR in the bizz. Screw Chicago delays, we'll buy lines around Chitown and get 'er dun.
MCD has $8 BigMac Meals and wifi. After being in the mid 80's its back to mid 90's. (Whew)
T is just T it ain't goin anywhere, just pay me my 5.9%... beats the banks by miles.
EDIT: I had to check on final transfer positions. In late 2012 (Nov. I sold off the entire pf to capture the anticipated lower L.T. Cap Gains Rate offered. All of the buy backs were completed as of Jan. 10th this year. On the sell/buy-back I lost about $1500 on a $405000 pf as of today. Most of this loss is the 1100 T I owned b4 the add of 1400 sh.
This is pretty much my retirement funded from an original $27500 in 2000/01. I missed a few like AAPL, but scored nicely on HIG and F on their rebounds in 08/09.
Some people need to reimagine their thinking.
January 31st, 2013 at 3:49:03 PM
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Quote: 98ClubsAn update to my icks since the thread got dugup again
COH is back to 51-52 as predicted
Rails CNI and GWR up nicely... GWR recently bought out RRA and jumped $10 quickly
MickyD's hummin along
AT&T still 34-35 pullin down a nice divi
I see someone asked why 2/3 core picks are rails... GWR is Old Greenwich money and ops. Very smart/sharp investing. The RRA buy was a nice play, and GWR will sort-out the lines.
CNI is the best run RR in the bizz. Screw Chicago delays, we'll buy lines around Chitown and get 'er dun.
MCD has $8 BigMac Meals and wifi. After being in the mid 80's its back to mid 90's. (Whew)
T is just T it ain't goin anywhere, just pay me my 5.9%... beats the banks by miles.
EDIT: I had to check on final transfer positions. In late 2012 (Nov. I sold off the entire pf to capture the anticipated lower L.T. Cap Gains Rate offered. All of the buy backs were completed as of Jan. 10th this year. On the sell/buy-back I lost about $1500 on a $405000 pf as of today. Most of this loss is the 1100 T I owned b4 the add of 1400 sh.
This is pretty much my retirement funded from an original $27500 in 2000/01. I missed a few like AAPL, but scored nicely on HIG and F on their rebounds in 08/09.
And my update: since first posting, ATHX has risen a little over 33% to close at $1.61 today. There has been a tremendous amount of new interest in the stock, resulting in a lot of articles being written. Recently the following two two came out which where so comprehensive and well-written, they alone probably caused today's rise and huge volume:
http://seekingalpha.com/article/1141481-athersys-a-significantly-undervalued-stem-cell-company-approaching-key-catalysts
http://seekingalpha.com/article/1146501-a-candid-conversation-with-athersys-ceo-gil-van-bokkelen
They both present a very clear picture of what "could" be, with the million(billion?!) dollar question being, will it happen? I assume we'll have an answer to that in the next few years, hopefully they'll knock it out of the park. Until then, I would expect volatility to continue, although I still think the risk/reward is great enough to warrant further increase in share price even given the rise over the past month.
Lack of prior planning on your part doesn't constitute an emergency on my part.
April 16th, 2013 at 9:40:09 AM
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Quote: TheBigPaybakAnd my update: since first posting, ATHX has risen a little over 33% to close at $1.61 today. There has been a tremendous amount of new interest in the stock, resulting in a lot of articles being written. Recently the following two two came out which where so comprehensive and well-written, they alone probably caused today's rise and huge volume:
http://seekingalpha.com/article/1141481-athersys-a-significantly-undervalued-stem-cell-company-approaching-key-catalysts
http://seekingalpha.com/article/1146501-a-candid-conversation-with-athersys-ceo-gil-van-bokkelen
They both present a very clear picture of what "could" be, with the million(billion?!) dollar question being, will it happen? I assume we'll have an answer to that in the next few years, hopefully they'll knock it out of the park. Until then, I would expect volatility to continue, although I still think the risk/reward is great enough to warrant further increase in share price even given the rise over the past month.
We're now up over a $1 at this point since the first posting, representing close to a 100% gain. Still high risk/reward situation, although the trading action lately has been quite interesting. Time will tell- hopefully this will turn into my "royal"...
Lack of prior planning on your part doesn't constitute an emergency on my part.
April 16th, 2013 at 10:11:57 AM
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Quote: steeldcoI love being in the stock market. I do not trade however, so I don't have alot of turnover in our portfolios. So I won't be posting here very often.
Today I very much like a stock that I believe has pretty well bottomed after a recent fall and I believe has an awfully bright future. That company symbol is CKSW.
Be careful fishing on the bottom.....stocks tend to be at lows for a reason. Wait for stock to move up on big volume.
Each day is better than the next
April 16th, 2013 at 4:26:31 PM
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I recently got on the DDD bubble hoping to ride that one for awhile.
I bought TSLA at 33 then sold it at 38 (dumbass!)
I bought NOK at 3.7 and it's now around 3.44, I'll hold onto that one.
I bought SZYM because of the algae tech
I bought SPWR because they are producing the most efficient solar panels
I bough COST just because.
I bought TSLA at 33 then sold it at 38 (dumbass!)
I bought NOK at 3.7 and it's now around 3.44, I'll hold onto that one.
I bought SZYM because of the algae tech
I bought SPWR because they are producing the most efficient solar panels
I bough COST just because.
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 16th, 2013 at 6:10:30 PM
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Quote: s2dbakerI recently got on the DDD bubble hoping to ride that one for awhile.
I bought TSLA at 33 then sold it at 38 (dumbass!)
I bought NOK at 3.7 and it's now around 3.44, I'll hold onto that one.
I bought SZYM because of the algae tech
I bought SPWR because they are producing the most efficient solar panels
I bough COST just because.
Related to your NOK purchase, I've joined the BBRY war on the long side. I say "war" as it's a very polarizing stock right now: people either are extremely bullish or bearish with this one. I've done OK with it so far, although recently it's been challenging as I have some short-term options on it. Last week, for example, an "analyst" firm put out some false information that the Company actually refuted (and subsequently other people have, too) but the damage has been done. The Company actually came out with a statement also saying they were reporting the analyst firm to the SEC and Canadian equivalent. I've never seen anything like it in my investing career. I still have some time, though, so things may play out in my favor yet. It's more of a short/medium term play, though, with technology moving so fast. All of that said, I'm highly confident we'll see over 20 this year although long-term, who knows.
For the long-term, FUN has done extremely well and may continue to creep up some with the SeaWorld IPO. Although currently out of SHFL for price reasons, I'm looking to re-enter when I can. CTL is also another core holding with ATHX being the "lottery ticket" of sorts although word is starting to get out as we're 100% up from the low of the year combined with great volume and interest.
Lack of prior planning on your part doesn't constitute an emergency on my part.
April 16th, 2013 at 6:26:45 PM
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On November 14th, CZR closed below $5. Since then, CZR has traded over $18 and today closed at $13.65.Quote: BozWell if looking for a short this is probably it....CZR
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 18th, 2013 at 6:47:26 PM
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COH is/was wallowing, and last month (Mar.) I decided to dump it at 51. Just not doin it this year (still 51-52 as of today). So I took $$$$$ and put it into Realty Income sym: O NYSE. Picked up 1200 at $44.65. Recently, the dip has knocked about 10G's of the total value and I'm at 416000 after being at nearly a 427000 peak. But what really pinched was the drop in gold from 1500-1600 into the mid 1300's. What was 15% of stock-value has dropped to 12.8%... but I'm not going anywhere, as my average buy price is in the low 400's. I sold a chunk at $1415 as a platform or base-line (+1000/oz) Mar. 2011. Gold has recently broken below, but seems to be stabilizing near that level (1390ish). Since the last big correction in 2008, I have not been "bullish" on Au, but recommend holding it if ya got it at 1000 or less. I am optomistic, as the Am. economy swirls around a black-hole of defecits with fewer and fewer people from whom to adequately tax. ("Socialism works great until you run out of other people's money." -- M. Thatcher I believe)
Some people need to reimagine their thinking.
April 18th, 2013 at 7:22:37 PM
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Sempra Energy, nations largest natural gas supplier
April 18th, 2013 at 7:32:07 PM
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With a 3-5 time horizon, ability to take risk, and tolerance for risk... I personally like the nat gas producers. CHK (also for improving corporate governance and balance sheet), UPL, and SWN.
April 18th, 2013 at 8:06:40 PM
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Sold it today. No amount of polish can put a shine on the earning report that came out on Nokia. I'll look for opportunities elsewhere.Quote: TheBigPaybakRelated to your NOK purchase...
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 18th, 2013 at 9:04:10 PM
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Quote: 98ClubsCOH is/was wallowing, and last month (Mar.) I decided to dump it at 51.
I too loaded up on Coach, the wife still buys the product, by the truck load i might add. I bought at 47, I still think it has a lot left.
April 19th, 2013 at 4:32:12 AM
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Quote: s2dbakerSold it today. No amount of polish can put a shine on the earning report that came out on Nokia. I'll look for opportunities elsewhere.
I don't know a lot about NOK, except that they have a valuable patent portfolio and trade at a discount even to their cash position- at least they did. It always seemed a stretch to me, that people would embrace a Microsoft OS on phones- at least on the higher-end. I know it's superficial in a way, but yet I can't shake it although I do admit, you throw enough money at something, and maybe you'll get results of some sort. The conventional wisdom appears to be the market will only support three ecosystyms, so at least from my investment perspective, my money is on BBRY to be number three. Time will tell...
Lack of prior planning on your part doesn't constitute an emergency on my part.
April 19th, 2013 at 6:13:37 AM
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I don't know if this table will paste correctly, but here it goes. None of the picks have been sold. As I stated at the beginning, I do not trade. These are long term investments.
Symbol Time & Price Change Volume Shares Mkt Value Day's Val Chg & % Price Paid Gain & % Gain Annualized Gain
SIMG Apr 18 4.68 - 0 1,500 $7,020.00 - - 4.61 up $97.00 up 1.40% 5.01%
CKSW Apr 18 7.02 - 0 1,000 $7,020.00 - - 8.04 down $1,028.00 down 12.77% -21.39%
OPTR Apr 18 14.86 - 0 571 $8,485.06 - - 14 up $483.06 up 6.04% 10.64%
Total $22,525.06 down $447.94 down 1.95%
In summary, SIMG revenues look to continue to expand. I would expect it to be a 20% grower for quite a while and the selling price will eventually reflect that.
CKSW has certainly taken it on the chin lately. Mostly due to their investing heavily in expanding their sales team. This type of investment precedes the sales gains that it is meant to bring. When the sales gains come, the price will move up considerably. Lastly, I continue to believe that OPTR will be acquired by someone. They have publicized that possibility. I now would look for a price paid in the $17-$18 area.
Lastly, I will add another pick today. It is SVA. A Chinese pharmaceutical company whose products are vaccines. Their most recent financials show a 150% gain in their current product sales (this excludes the one time sales gains made to the Chinese government). This is very much a micro-cap that I believe will become China's largest vaccine supplier. It will be held long term with one possible exception and that is an event that may, on a short term basis temporarily drive the price into double digit territory. That event is current hype over a new strain of bird flu. If that should happen, I will exit. If it does not then, in time, it will provide awfully nice returns.
Symbol Time & Price Change Volume Shares Mkt Value Day's Val Chg & % Price Paid Gain & % Gain Annualized Gain
SIMG Apr 18 4.68 - 0 1,500 $7,020.00 - - 4.61 up $97.00 up 1.40% 5.01%
CKSW Apr 18 7.02 - 0 1,000 $7,020.00 - - 8.04 down $1,028.00 down 12.77% -21.39%
OPTR Apr 18 14.86 - 0 571 $8,485.06 - - 14 up $483.06 up 6.04% 10.64%
Total $22,525.06 down $447.94 down 1.95%
In summary, SIMG revenues look to continue to expand. I would expect it to be a 20% grower for quite a while and the selling price will eventually reflect that.
CKSW has certainly taken it on the chin lately. Mostly due to their investing heavily in expanding their sales team. This type of investment precedes the sales gains that it is meant to bring. When the sales gains come, the price will move up considerably. Lastly, I continue to believe that OPTR will be acquired by someone. They have publicized that possibility. I now would look for a price paid in the $17-$18 area.
Lastly, I will add another pick today. It is SVA. A Chinese pharmaceutical company whose products are vaccines. Their most recent financials show a 150% gain in their current product sales (this excludes the one time sales gains made to the Chinese government). This is very much a micro-cap that I believe will become China's largest vaccine supplier. It will be held long term with one possible exception and that is an event that may, on a short term basis temporarily drive the price into double digit territory. That event is current hype over a new strain of bird flu. If that should happen, I will exit. If it does not then, in time, it will provide awfully nice returns.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
April 23rd, 2013 at 10:55:22 AM
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Since I dumped the Nokia and bought TSLA and SCTY, I've almost made up all that I lost with Nokia...almost.
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 25th, 2013 at 5:57:49 PM
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Today I broke even and then some.Quote: s2dbakerSince I dumped the Nokia and bought TSLA and SCTY, I've almost made up all that I lost with Nokia...almost.
On a hunch, yesterday, I bought 5 IGT July 17 Calls at $0.95. They've been having some board member and stock holder troubles and were under some pressure to report a good quarter. They reported a good quarter today! After hours trading, the stock got as high as $18.
Las Vegas isn't the only place I gamble :)
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 26th, 2013 at 5:14:23 AM
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Quote: s2dbakerToday I broke even and then some.
On a hunch, yesterday, I bought 5 IGT July 17 Calls at $0.95. They've been having some board member and stock holder troubles and were under some pressure to report a good quarter. They reported a good quarter today! After hours trading, the stock got as high as $18.
Las Vegas isn't the only place I gamble :)
No, it's not... :)
On some levels, especially in a Bull Market, it can be sooo easy: short puts and profit if a stock stays the same or rises for example. Or buy calls with a positive catalyst expectation that has a reasonable chance of occurring.
One thing I've been frustrated by is the level of manipulation that can sometimes throw a wrench into these short-term trades: when you actually are "right" about your assumption but things go South based on false information. While I'm not one to scream "more regulation", lately I just shake my head at what's been going on with a few securities I own...
Good "call" on IGT!
Lack of prior planning on your part doesn't constitute an emergency on my part.
April 26th, 2013 at 6:48:26 AM
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My option is still making money barely, but I have until July expiration to make a decision. I'm going to hold it for greed purposes.Quote: TheBigPaybakNo, it's not... :)
On some levels, especially in a Bull Market, it can be sooo easy: short puts and profit if a stock stays the same or rises for example. Or buy calls with a positive catalyst expectation that has a reasonable chance of occurring.
One thing I've been frustrated by is the level of manipulation that can sometimes throw a wrench into these short-term trades: when you actually are "right" about your assumption but things go South based on false information. While I'm not one to scream "more regulation", lately I just shake my head at what's been going on with a few securities I own...
Good "call" on IGT!
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 29th, 2013 at 8:29:05 PM
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Today was a very good day!Quote: s2dbakerSince I dumped the Nokia and bought TSLA and SCTY, I've almost made up all that I lost with Nokia...almost.
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 30th, 2013 at 6:00:01 AM
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Quote: s2dbakerToday was a very good day!
It's nice to have good days, isn't it? :)
I can't complain either: both of my more heavily watched securities that have been subject to manipulation through false articles have been breaking through those false claims. Which is especially good for BBRY as part of my position is short-term! Up again in pre-market, hopefully through 16 today with pain for the Shorts!
Lack of prior planning on your part doesn't constitute an emergency on my part.
April 30th, 2013 at 6:50:41 AM
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Nice gains at the open for both of us!! Timing is everything though. I want to lock in my gain but the put options are priced so poorly that it would make more sense to sell the stock and watch them gain another $10 before feeling bad about it.Quote: TheBigPaybakIt's nice to have good days, isn't it? :)
I can't complain either: both of my more heavily watched securities that have been subject to manipulation through false articles have been breaking through those false claims. Which is especially good for BBRY as part of my position is short-term! Up again in pre-market, hopefully through 16 today with pain for the Shorts!
Someday, joor goin' to see the name of Googie Gomez in lights and joor goin' to say to joorself, "Was that her?" and then joor goin' to answer to joorself, "That was her!" But you know somethin' mister? I was always her yuss nobody knows it! - Googie Gomez
April 30th, 2013 at 2:49:30 PM
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Just an update on this bird flu that I had previously mentioned as related to my recommendation of stock symbol SVA. Stock picking aside, it seems to be a rather scary event that is in process. You can look it up in Wikipedia, but so far it looks like it is a killer virus to the tune of around 20%. Here's a couple of excerpts from it, a couple of quotes from a Mike Coston of the "Avian Flu Diary", and a paper entitled " Chinese Science Bulletin: Early H7N9 Risk Analysis".
"If this paper is accurate, we are all in for the duration. The authors, who appear to be major influenza experts, have drawn on the first 91 cases of H7N9 to project where it might go. Maybe other experts will demolish their conclusions; I certainly hope so.
The paper was submitted to Chinese Science Bulletin on April 11 and accepted on April 23. Less than two months after the first Mr. Li fell ill in Shanghai, the team assessed the cases so far. They offered a formula for judging the severity of outbreaks, and defined the outbreak as Grade III (severe).
Here's what clinched it for me: They predicted that it would become a Grade IV (very severe) outbreak by the end of April, when the case numbers would exceed 100. And so they have."
Further....."The eighth argument arrives like a conviction for a capital offence:
Eighthly, the probable long existence of the H7N9 virus in humans will provide the driving force to the virus to adapt to humans through mutations. The virus may thus obtain human-to-human transmission, and may spark a pandemic influenza thereafter. The possible pandemic should likely be very dangerous with the consideration that the virus has showed highly pathogenicity in the first 91 cases.
The paper goes on to call for "forceful scientific measures," ranging from vaccine production to replacement of much of China's food distribution system"
I shudder to think what occurs if this does mutate to being able to spread from human to human. There are some who believe that it has. I do not see the evidence. Let's all hope that they are wrong in their assessment.
"If this paper is accurate, we are all in for the duration. The authors, who appear to be major influenza experts, have drawn on the first 91 cases of H7N9 to project where it might go. Maybe other experts will demolish their conclusions; I certainly hope so.
The paper was submitted to Chinese Science Bulletin on April 11 and accepted on April 23. Less than two months after the first Mr. Li fell ill in Shanghai, the team assessed the cases so far. They offered a formula for judging the severity of outbreaks, and defined the outbreak as Grade III (severe).
Here's what clinched it for me: They predicted that it would become a Grade IV (very severe) outbreak by the end of April, when the case numbers would exceed 100. And so they have."
Further....."The eighth argument arrives like a conviction for a capital offence:
Eighthly, the probable long existence of the H7N9 virus in humans will provide the driving force to the virus to adapt to humans through mutations. The virus may thus obtain human-to-human transmission, and may spark a pandemic influenza thereafter. The possible pandemic should likely be very dangerous with the consideration that the virus has showed highly pathogenicity in the first 91 cases.
The paper goes on to call for "forceful scientific measures," ranging from vaccine production to replacement of much of China's food distribution system"
I shudder to think what occurs if this does mutate to being able to spread from human to human. There are some who believe that it has. I do not see the evidence. Let's all hope that they are wrong in their assessment.
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
April 30th, 2013 at 2:52:40 PM
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This from the WHO (World Health Organization) website:
"Influenza A(H7N9) is one of a subgroup of influenza viruses that normally circulate among birds. Until recently, this virus had not been seen in people. However, human infections have now been detected.
As yet, there is limited information about the scope of the disease the virus causes and about the source of exposure. The disease is of concern because most patients have been severely ill. There is no indication thus far that it can be transmitted between people, but both animal-to-human and human-to-human routes of transmission are being actively investigated."
"Influenza A(H7N9) is one of a subgroup of influenza viruses that normally circulate among birds. Until recently, this virus had not been seen in people. However, human infections have now been detected.
As yet, there is limited information about the scope of the disease the virus causes and about the source of exposure. The disease is of concern because most patients have been severely ill. There is no indication thus far that it can be transmitted between people, but both animal-to-human and human-to-human routes of transmission are being actively investigated."
DO NOT blindly accept what has been spoken.
DO NOT blindly accept what has been written.
Think. Assess. Lead. DO NOT blindly follow.
