Stock Picks

nviv down to .59 now

anyone double up their shares?

I haven't yet.

I was oh so tempted to add today, but I did not. Further, the more I think about it, the more inclined I am to just stick with what I have. If their product succeeds then it will provide an awfully nice return. Many fold my original investment. I'll be content with that and not risk any more. It would appear that the price getting bashed is due to massive selling by the CEO who was canned and is getting sued. If that's true, then I feel comfortable. Time will tell.

Quote: steeldco

I was oh so tempted to add today, but I did not. Further, the more I think about it, the more inclined I am to just stick with what I have. If their product succeeds then it will provide an awfully nice return. Many fold my original investment. I'll be content with that and not risk any more. It would appear that the price getting bashed is due to massive selling by the CEO who was canned and is getting sued. If that's true, then I feel comfortable. Time will tell.

ahh.. so thats why the huge slide from .90 to .50 in a couple of weeks?

unfortunately, I think it'll go lower because I see the stock market in general going lower for the rest of the month.

Quote: 100xOdds

ahh.. so thats why the huge slide from .90 to .50 in a couple of weeks?

unfortunately, I think it'll go lower because I see the stock market in general going lower for the rest of the month.

Yep. I would agree with you.

Below is a table of the results of each month's stock screens and a comparison to the S&P 500. The stock screens have underperformed, although I think that they may have beaten most money managers. In any case, a whole bunch of the runs, were done on an unfiltered basis, whereas the most recent runs have been filtered to remove slow, or, no growth industries. Since this has become a tedious task, I am going to remove the screens that were unfiltered, starting with next month. I believe that the results will improve.

Summary	S&P $ Invested	$ Gain	% Gain	Stk Screen $ Invested	$ Gain (Loss)	% Gain
Screen Run of 09/09/13:	$1,653.08	357.32	21.62%	$3,964.90	583.46	14.72%
Screen Run of 10/09/13:	$1,656.40	354.00	21.37%	$1,235.33	133.24	10.79%
Screen Run of 11/09/13:	$1,770.61	239.79	13.54%	$726.58	70.03	9.64%
Screen Run of 12/07/13:	$1,805.09	205.31	11.37%	$141.70	(18.98)	-13.39%
Screen Run of 01/10/14:	$1,842.37	168.03	9.12%	$1,233.47	(5.39)	-0.44%
Screen Run of 02/08/14:	$1,797.02	213.38	11.87%	$1,618.39	(41.24)	-2.55%
Screen Run of 03/08/14:	$1,878.04	77.02	4.10%	$1,681.25	(74.04)	-4.40%
Screen Run of 04/12/14:	$1,815.69	194.71	10.72%	$1,022.51	13.30	1.30%
Screen Run of 05/11/14:	$1,878.48	76.58	4.08%	$1,246.53	(11.38)	-0.91%
Screen Run of 06/11/14:	$1,936.16	74.24	3.83%	$1,590.80	(13.19)	-0.83%
Screen Run of 07/19/14:	$1,978.22	32.18	1.63%	$129.91	6.58	5.07%
Screen Run of 08/16/14:	$1,955.06	55.34	2.83%	$589.45	13.08	2.22%
Total	$21,966.22	2047.90	9.32%	$15,180.82	$655.45	4.32%

Company Name	Ticker	Purchase Price
ANADIGICS CORP	ANAD	0.70
CYAN INC	CYNI	3.54
DIADEXUS INC	DDXS	0.52
FINISAR CORP	FNSR	18.65
FURMANITE CORP	FRM	7.72
GIGAMON INC	GIMO	11.49
INFINERA CORP	INFN	11.56
MEDICINES CO	MDCO	24.84
MAXLINEAR INC-A	MXL	7.52
OMNICELL INC	OMCL	27.20
PERFORMANT FINL	PFMT	9.00
POWERSECURE INT	POWR	10.28
RENEWABLE ENERG	REGI	10.64
SHUTTERFLY INC	SFLY	47.71
SUPPORT.COM INC	SPRT	2.32
VIRTUSA CORP	VRTU	35.72
YUME INC	YUME	5.26

Summary	S&P $ Invested	$ Gain	% Gain	Stk Screen $ Invested	$ Gain (Loss)	% Gain
Screen Run of 07/19/14:	$1,978.22	53.70	2.71%	$129.91	19.22	14.79%
Screen Run of 08/16/14:	$1,955.06	76.86	3.93%	$589.45	36.78	6.24%
Screen Run of 09/20/14:	$2,010.40	21.52	1.07%	$231.44	4.67	2.02%
Total	$5,943.68	152.08	2.56%	$950.80	$60.67	6.38%

Here are the picks from today's stock screen:

Symbol	Name	Purchase	Current	Change	% Change
AAOI	APPLIED OPTOELE	15.73	$15.73	$0.00	0.00%
ANAD	ANADIGICS CORP	0.772	$0.77	$0.00	0.00%
BCOR	BLUCORA INC	14.79	$14.79	$0.00	0.00%
BRDR	BORDERFREE INC	7	$7.00	$0.00	0.00%
CRAY	CRAY INC	33.92	$33.92	$0.00	0.00%
CRTO	CRITEO SA-ADR	36.19	$36.19	$0.00	0.00%
CYNI	CYAN INC	2.81	$2.81	$0.00	0.00%
ENZY	ENZYMOTEC LTD	6.84	$6.84	$0.00	0.00%
FNSR	FINISAR CORP	17.22	$17.22	$0.00	0.00%
FRM	FURMANITE CORP	6.16	$6.16	$0.00	0.00%
MDCO	MEDICINES CO	24.59	$24.59	$0.00	0.00%
MXL	MAXLINEAR INC-A	7.43	$7.43	$0.00	0.00%
PFMT	PERFORMANT FINL	7.04	$7.04	$0.00	0.00%
PKT	PROCERA NETWRKS	7.19	$7.19	$0.00	0.00%
REGI	RENEWABLE ENERG	10.31	$10.31	$0.00	0.00%
SFLY	SHUTTERFLY INC	41.68	$41.68	$0.00	0.00%
SMCI	SUPER MICRO COM	33.93	$33.93	$0.00	0.00%
SPA	SPARTON CORP	25.7	$25.70	$0.00	0.00%
SPRT	SUPPORT.COM INC	2.16	$2.16	$0.00	0.00%
SQNM	SEQUENOM INC	2.91	$2.91	$0.00	0.00%
SYNA	SYNAPTICS INC	63.66	$63.66	$0.00	0.00%
TNGO	TANGOE INC	12.24	$12.24	$0.00	0.00%
VSAT	VIASAT INC	65.39	$65.39	$0.00	0.00%
XCRA	XCERRA CORP	8.53	$8.53	$0.00	0.00%
YUME	YUME INC	4.81	$4.81	$0.00	0.00%
		$459.00	$459.00	$0.00	0.00%

Quote: steeldco

I was oh so tempted to add today, but I did not. Further, the more I think about it, the more inclined I am to just stick with what I have. If their product succeeds then it will provide an awfully nice return. Many fold my original investment. I'll be content with that and not risk any more. It would appear that the price getting bashed is due to massive selling by the CEO who was canned and is getting sued. If that's true, then I feel comfortable. Time will tell.

Invivo article below:


Barrow Neurosurgeons Implant the World's First Scaffold into a Patient's Spinal Cord

Surgery Performed on 25-Year-Old Valley Man after Dirt Bike Accident

Neurosurgeons at Barrow Neurological Institute have implanted the world's first scaffolding device into the spinal cord of a patient.

PR Newswire

PHOENIX, Nov. 11, 2014


PHOENIX, Nov. 11, 2014 /PRNewswire/ -- Performed last month, the surgery involves inserting a bioresorbable scaffolding implant to act as a bridge across the gap of the injured section of the cord in an attempt to help the spinal cord heal. This first case is part of a pilot study to measure the clinical safety of the implanted device developed by InVivo Therapeutics Holdings Corp. If proven successful, surgeons believe the new technique could become a standard protocol in the treatment of acute spinal cord injury.

"This is a major milestone for spinal cord injury treatment and we are elated to be the first hospital in the world to perform this innovative surgery and to be part of the clinical trial," says Nicholas Theodore, MD, Chief of Spinal Surgery at Barrow and principal investigator of the study. "This could be the first step in identifying a new treatment option to improve the overall recovery of individuals with acute spinal cord injury."

Twenty-five-year-old Jordan Fallis, the first patient to have the scaffold implanted, will be closely monitored throughout his recovery to see if there are any changes or improvements to his spinal cord and mobility.

Fallis, a machinist who resides in Scottsdale, was injured in October in a dirt biking accident. A section of his spinal cord was injured and he was airlifted to Barrow which is located at Dignity Health St. Joseph's Hospital and Medical Center, where he underwent emergency surgery by Dr. Theodore that evening. Fallis spent a week in the ICU before being transferred to the hospital's Neuro Rehabilitation Center where he is currently undergoing intensive physical and occupational therapy.

"Dr. Theodore explained the study to me before my surgery and I immediately consented," says Fallis. "I'm excited to be the first patient in this research study that may one day become the standard of spinal cord injury treatment."

To measure the safety of the device, the FDA has approved five individuals in the United States to undergo the procedure. Fallis will be monitored for three months before InVivo reopens enrollment. In addition to Barrow, the University of North Carolina, the University of Arizona and the Washington University Medical Center are participants in the study.

SOURCE Barrow Neurological Institute

Fortunately, we have held our NVIV. I hope that there are a few fortunate others here who also did.

what happened to Nviv?!

it dropped 99% to $0.01 today?!

No it didn't. Bad data was transmitted to the brokerages houses. Off a couple of decimal places on all pink sheet type stocks.

Since I will look to be adding to the WOV portfolio tomorrow, I thought that I would show the current results below.
The addition tomorrow will be TRIB (Trinity Biotech- Biotech is a misnomer, the business is mostly medical equipment and testing).

Symbol	Price	Price Paid	Gain	% Gain	Annualized Gain
CKSW	7.49	8.04	($558.00)	-6.93%	-3.15%
EGHT	7.57	7.28	$282.00	3.87%	7.76%
NVIV	1.31	0.93	$3,032.00	40.71%	128.09%
SIMG	5.60	4.61	$1,477.00	21.33%	11.35%
SVA	5.05	3.72	$2,851.50	35.62%	22.22%
YNDX	26.67	32.16	($1,380.50)	-17.15%	-23.54%
Total			$5,704.00	12.46%

Closed Positions:

Symbol	Time & Price	Price	Shares	Mkt Value	Price Paid	Cost	Gain & % Gain	% Gain	Annualized Gain
Purchased	9/23/2012
OPTR	23-Oct	$12.78	571	$7,297.38	$14.00	$7,994.00	($704.62)	-8.71%	-7.94%
Purchased	7/3/2013
CCIH	6-Dec	$8.74	2,025	$17,698.50	$3.95	$7,998.75	$9,699.75	121.27%	279.84%
						$15,992.75	$8,995.13

Bored today and decided to gamble on an oil etf, PowerShares DB Oil Fund

it's down over 2% today

sure, it could go lower, in fact I practically predict it, but I want to take a position in oil. I won't sell it until I can make a profit, even if that takes years of waiting. The question becomes whether to buy more if it goes down. But I don't want a big position yet.

Gold is really hanging in there at $1200, which just doesnt float my boat.

Quote: odiousgambit

Bored today and decided to gamble on an oil etf, PowerShares DB Oil Fund

it's down over 2% today

sure, it could go lower, in fact I practically predict it, but I want to take a position in oil. I won't sell it until I can make a profit, even if that takes years of waiting. The question becomes whether to buy more if it goes down. But I don't want a big position yet.

Gold is really hanging in there at $1200, which just doesnt float my boat.

Good Luck! I personally have not done well playing oil, long or short. As a matter of fact, I held interests in 2 working oil wells in the 80's and even those only provided a mediocre return to me. Never played gold, or silver.

I'm considering just playing this for its volatility. If it can go down 2% in one day, it can go up 2% too. The cost of the commission for the amount I've invested is 0.4%

Thus for a lark, it's easy to see what a player might do [probably would wait for more than 2%]

Like I said, I'm bored. I can see one problem: if it *keeps* going down, I can't play it at all without taking a loss first. So the hope is I've caught it somewhere around its floor.

Quote: odiousgambit

Bored today and decided to gamble on an oil etf, PowerShares DB Oil Fund

it's down over 2% today

sure, it could go lower, in fact I practically predict it, but I want to take a position in oil. I won't sell it until I can make a profit, even if that takes years of waiting. The question becomes whether to buy more if it goes down. But I don't want a big position yet.

Gold is really hanging in there at $1200, which just doesnt float my boat.

Are you sure that's the play you want to make? DBO tracks the GSCI crude price index pretty much exclusively. So you are basically going long on just the underlying commodity. Not a bad idea but extremely volatile. But I would guess as a craps player you like variance :)

I like the SPDR S&P Oil & Gas Exploration & Production ETF (XOP). It tracks a portfolio of most of the major oil producers (Exxon, Chevron, etc.) and oil-field services companies (Schlumberger, Halliburton, etc.). I took a fairly big long position (for me, anyway) in it because I feel it is good value. It's down at the moment. XLE is also an excellent energy fund from SPDR, with a lot more exposure to Exxon and Chevron. It might actually be a better play than XOP, with more volatility.

Plus I like SPDR funds in general. I'm sure you are familiar with GLD? ;)

Quote: teddys

Are you sure that's the play you want to make? DBO tracks the GSCI crude price index pretty much exclusively. So you are basically going long on just the underlying commodity. Not a bad idea but extremely volatile. But I would guess as a craps player you like variance :)

I like the SPDR S&P Oil & Gas Exploration & Production ETF (XOP). It tracks a portfolio of most of the major oil producers (Exxon, Chevron, etc.) and oil-field services companies (Schlumberger, Halliburton, etc.). I took a fairly big long position (for me, anyway) in it because I feel it is good value. It's down at the moment.

You're making a good move. Your tax situation will be better too [capital gains rate] ... commodity funds profits get taxed at income rates.

I never invest like this! This is kind of new for me, just gambling.

Big jump on EGHT today to back over $8.00. Stock seems to move without a lot of news both up and down.

Quote: Boz

Big jump on EGHT today to back over $8.00. Stock seems to move without a lot of news both up and down.

There seems to have been a good sized buy at the close. Hopefully this is just a beginning.

Stocks, verily, are armed with goads and driving-hooks, deceiving and tormenting, causing grievous woe!

that bet only down about 9% today

Conoco/Phillips has been very good to my mom over 30 years of holdings. That is the sum total of my knowledge about oil stocks.

Quote: beachbumbabs

Conoco/Phillips has been very good to my mom over 30 years of holdings. That is the sum total of my knowledge about oil stocks.

She probably doesn't look at the value much anymore. Don't.

I said Don't

Quote: odiousgambit

She probably doesn't look at the value much anymore. Don't.

I said Don't

HAHAHA. I couldn't resist. OUCH!

Well, she's made her money back several times over. It is what it is.

Quote: odiousgambit

She probably doesn't look at the value much anymore. Don't.

I said Don't

Well, don't look at it TODAY, that's for sure!

Great stock, a bargain at this point, even more so the downstream subsidiary Phillips 66. She was smart to buy and hold. I wish I had held Exxon for the whole time since I bought it. Stellar performer. Actually, I wish I had held everything. My legal guardian (a.k.a. Dad) sold a lot at various bottoms.

in fact a case can be made that, today, you should buy

and it's not even a 52 wk low for c-phillips

and it pays dividends

and capital gains tax rates for taking profits

my choice, on the other hand *sigh*

well, I did know that the Saudis were making a decision that would impact me, but didn't know it would be so dramatic. Of course I thought the decision would go the other way



in other news, the 10 yr bond yield has fallen to 2.215% . That trend is probably related but also quite shocking.

for my next possible mistake, I have to consider selling bonds

Quote: odiousgambit

well, I did know that the Saudis were making a decision that would impact me, but didn't know it would be so dramatic. Of course I thought the decision would go the other way



in other news, the 10 yr bond yield has fallen to 2.215% . That trend is probably related but also quite shocking.

for my next possible mistake, I have to consider selling bonds

Haha, I made the mistake of checking my portfolio today. I own almost exclusively energy stocks and energy indexes. (Yep...eggs, meet one basket.) That HURTS!

Quote: teddys

Haha, I made the mistake of checking my portfolio today. I own almost exclusively energy stocks and energy indexes. (Yep...eggs, meet one basket.) That HURTS!

Hang in there with me, I already had owned a lot of energy stocks [in funds] before making this last risky move, which in spite of my wailing was a smallish lark. Oil in recent memory did go down to $30 a barrel I believe, so it might keep going down, but to sell to avoid further loss is usually a really bad idea. Especially if you can wait it out, which is my plan, and I do not believe for a minute oil is a commodity that is going to stay depressed for any long period.

OIL STOCKS

well lets put it this way..... some of the major players prices are juicy right now

BAKER HUGHES was taken over just a few weeks back for $34.6 BILLION by Haliburton

Today for under a billion you can buy TRICAN
You can also buy CALFRAC for under a billion
CANYON Services Group sets you back $605 million ( had mom sell hers in August at $14 or so today $8.80 )

for just over $2.5 BILLION you get three companies that three months ago would have cost you about $5.5 billion

do you like to gamble which way the price of oil is going to go? is it really any gamble at all which way it will go up long before next summer travel season comes upon us?

Quote: coilman

is it really any gamble at all which way it will go up long before next summer travel season comes upon us?

gluts have lasted for a while, but I have no concern that oil won't eventually return to $80 a barrel at least ... in constant dollars too ... taking many moons perhaps but I will be surprised if moons aren't the proper measuring stick

PS: as far as constant dollars go, that part of the formula is good, as low oil prices are deflationary

Quote: odiousgambit

PS: as far as constant dollars go, that part of the formula is good, as low oil prices are deflationary

Apparently the morons in Washington feel that gas prices have fallen too much and they have an opportunity to garner greater tax dollars. Leave it up our politicians to F-up a good thing.

Quote: steeldco

Since I will look to be adding to the WOV portfolio tomorrow, I thought that I would show the current results below.
The addition tomorrow will be TRIB (Trinity Biotech- Biotech is a misnomer, the business is mostly medical equipment and testing).

Symbol	Price	Price Paid	Gain	% Gain	Annualized Gain
CKSW	7.49	8.04	($558.00)	-6.93%	-3.15%
EGHT	7.57	7.28	$282.00	3.87%	7.76%
NVIV	1.31	0.93	$3,032.00	40.71%	128.09%
SIMG	5.60	4.61	$1,477.00	21.33%	11.35%
SVA	5.05	3.72	$2,851.50	35.62%	22.22%
YNDX	26.67	32.16	($1,380.50)	-17.15%	-23.54%
Total			$5,704.00	12.46%

Closed Positions:

Symbol	Time & Price	Price	Shares	Mkt Value	Price Paid	Cost	Gain & % Gain	% Gain	Annualized Gain
Purchased	9/23/2012
OPTR	23-Oct	$12.78	571	$7,297.38	$14.00	$7,994.00	($704.62)	-8.71%	-7.94%
Purchased	7/3/2013
CCIH	6-Dec	$8.74	2,025	$17,698.50	$3.95	$7,998.75	$9,699.75	121.27%	279.84%
						$15,992.75	$8,995.13

I'll be looking to double up on YNDX today. The value has just become much too compelling to overlook. Market cap is 2 times earnings and one-tenth of sales. Are you kidding me? Thank you Putin!

Quote: steeldco

I'll be looking to double up on YNDX today. The value has just become much too compelling to overlook. Market cap is 2 times earnings and one-tenth of sales. Are you kidding me? Thank you Putin!

Quote: below link

Yandex N.V. (Yandex) is an European Internet company and a search provider in Russia

Hard for me to get totally comfortable with such a description, on the other hand you do make it seem like a deal.

Sometimes it's not whether it is going to go up, but whether it's going down further first, a lesson that I had to learn all over again [per my previous posts]



[this is directed at me, not you]

http://www.google.com/finance?q=YNDX&ei=WAOHVOmtHZCa9AbU_4GgBw

Quote: odiousgambit

Hard for me to get totally comfortable with such a description, on the other hand you do make it seem like a deal.

I'm guessing that you are referring to the fact that are a foreign company? Russian in particular? If so, yep, I get it. The mitigating factor is that this isn't exactly a small company. $60 Billion in sales lends a lot of credibility.

I added to YNDX today as mentioned earlier. The below are the current open, and closed, positions.

Open Positions:

Symbol	Price	Price Paid	Gain	% Gain	Annualized Gain
CKSW	7.4	8.04	($648.00)	-8.05%	-3.59%
EGHT	8.16	7.28	$872.00	11.96%	22.06%
NVIV	1.03	0.93	$792.00	10.63%	29.40%
SIMG	7.33	4.61	$4,072.00	58.82%	30.58%
SVA	4.97	3.72	$2,679.50	33.47%	20.33%
TRIB	17.1	16.97	$57.00	0.67%	16.33%
YNDX	20.11	25.815	($2,868.50)	-22.20%
Total			$4,956.00	8.39%

Closed Positions:

Symbol	Time & Price	Price	Shares	Mkt Value	Price Paid	Cost	Gain & % Gain	% Gain	Annualized Gain
Purchased	9/23/2012
OPTR	23-Oct	$12.78	571	$7,297.38	$14.00	$7,994.00	($704.62)	-8.71%	-7.94%
Purchased	7/3/2013
CCIH	6-Dec	$8.74	2,025	$17,698.50	$3.95	$7,998.75	$9,699.75	121.27%	279.84%
						$15,992.75	$8,995.13

if you believe that oil is going down to $40/barrel, what would you short?

Quote: 100xOdds

if you believe that oil is going down to $40/barrel, what would you short?

Not really a recommendation since I don't play oil, or ETFs, but I had heard that SCO would be a good short oil play.

Quote: 100xOdds

if you believe that oil is going down to $40/barrel, what would you short?

If you can't get your hands on some futures contracts directly, probably USO (U.S. Oil Fund). I'm not sure if they have an inverse. Most actively traded oil fund and most closely tracks the WTI futures.

Quote: teddys

If you can't get your hands on some futures contracts directly, probably USO (U.S. Oil Fund). I'm not sure if they have an inverse. Most actively traded oil fund and most closely tracks the WTI futures.

thx.
and i dont know how to do futures. :(
thus i'll probably shorting uso

interesting.. I don't even need to short USO.

I can just buy the short Oil fund:
http://www.marketwatch.com/investing/stock/dno

I;m going to be doing this mon

Quote: 100xOdds

interesting.. I don't even need to short USO.

I can just buy the short Oil fund:
http://www.marketwatch.com/investing/stock/dno

I;m going to be doing this mon

in order to short funds with who I use, I have to set up credit and don't want to

so a 'short oil fund' would be a better thing then for me too. Plus, the whole business of shorting [the regular way] is tricky. To just pick something to take one shot , a stock that you *correctly* predict will be going down, is not good enough. You have to pick it and be right immediately, settling in 3 days I believe. Or just have a huge amount of money you can play with so you can short the stock over and over, taking losses as necessary before your crystal ball pays off.

So, yeah, I think you have the right idea

PS: which is not to say I am going to do this