DJIM list #1 for 08/18-AMIE ($29's) WBD, HWCC

 AMIE, INPH(J), WBD(D) / ICLR(D), NCTY, ALY(DJ), FTEK, HWCC, PWEI

Update on Sunday, August 20, 2006 at 07:35PM by Demi/ YourPersonalTrader

Charts for above:   http://tinyurl.com/pajch

Update on Sunday, August 20, 2006 at 07:55PM by Demi/ YourPersonalTrader

ICLR- came into focus following EPS end of July, .65 v .42c, revenues up 25%, beat by 10c, raised guidance. Outsourced drug and drug develop co' announced split friday. Will add more on breakout, quiet thin yet has 7 houses on it..split makes sense.

Update on Monday, August 21, 2006 at 02:16PM by Demi/ YourPersonalTrader

dropped INPH off watch(still dont know why it moved), HWCC the star off WL today(BOT)

Update on Tuesday, August 22, 2006 at 08:28AM by Demi/ YourPersonalTrader

AMIE- a watchlisted stock, Aug 22-Rochdale initiates Ambassadors International (AMIE 29.36) with a Buy and $42 tgt as they believe the consolidation of the cruise industry and focus on large ships has made orphans of smaller, luxury cruise vessels. Firm believes a fleet of smaller, luxury vessels could gain scale and be highly profitable...

Recently held this after earnings, heavy insider buying after EPS, you might recall the management family name, Peter Ueberroth. This is a small house tgt but the stock is extremely thin.

CTCM ($22), PGTI hurricane play ($14) possible bounce plays

2 recent IPO's with excellent earnings that have retracted to bounce levels. PGTI at 14, CTCM low 22's...looking for a hint of volume to jump in.

Update on Friday, August 25, 2006 at 10:03AM by Demi/ YourPersonalTrader

PGTI- If you put this one on watch you are getting a nice bounce a few days later. Mentioned yesterday in Market chat.

NWPX ..a possibility one day(intro)

NWPX- a 26M contract to lay some pipe this am is a opportunity to share this past EPS favorite. Might also be in position for a trade soon following a retracement to previous resistance levels of April/May levels. The contract is on a larger scale but what matters is you have a feeling for the mood of its sector before entering into a play. Trades thin as well. So be prepared to hold if you ever get your hands on it.

http://stockcharts.com/h-sc/ui?c=nwpx

MID-WEEK

Despite a weaker bias(Nasd off 30pts) this week, our stock list from the weekend of holds/closely followed has remained strong. Only 2 or 3 finished slightly down on todays reversal. Add the opportunities in NUE, UIC and now what might be the best going forward in BTJ and you have a pretty good week so far.

GRB initiated at $15 on EPS

GRB- GERBER SCIENTIFIC-closed $14.42, No baby food hasnt gone high tech...it's a sign making, speciality graphics, automation co'. This one came on our screens recently following a blow away 4th Q, this time they have reported .09 vs (.05), beating avg estimate by a .2c. Revenue growth of 7% as expected but the words "our resurgence in China' is a look ahead. Its been resting since hitting a high of $15.85, weekly chart looks v-good. BOT a starter position

..Some Journal watchlisted stocks

WBD - trading above 46 on some volume today at breakout levels

ICLR- need a little more and it breaks, looking to add

PGTI- original thought was a hurricane play, seems Briefing has put it up as one (see Tcran in Mkt chat). IPII has already moved and PGTI is the 'hurricane code" play.

Update on Friday, August 25, 2006 at 12:11PM by Demi/ YourPersonalTrader

ICLR---Volume just doubled with 2 10k lots(low $70's). Could get interesting.

Update-Closely watched/Holds

A week of low volumes, no buyers and no sellers in the market didn't stop a few DJIM highlighted to have some nice moves. When holding a basket of stocks, I like to calculate the weeks trading in points +/_. Adding, subtracting all the moves no matter if it's a $10 or $50 stock equally. So in keeping with this, the weeks alerts, Sundays hold/closely watched hit list provided opportunity for up to +4pts w/NEU, HWC+3, WBD+3, a few pts on PWEI, UIC..a pop on PGTI. The biggest % gainer had to be BTJ for as many as +3/4 pts. At the end of the week, 2pts here, a few here and there add up and you have a pretty good week while those in the indecies watched the paint dry. You don't have to be a full-time trader to walk away with a substantial portion of the points mentioned. Even buying BTJ the day following mention, a slow moving WBD type or catching a fast moving NEU and you still walk away with more than a handful of points into the weekend.

The only stock we took off last weeks hitlist was INPH(see 08-18WList log), the volume was just not there. We are keeping to the same stocks going into the week with a few additions to keep close to you. Also with Ernesto in the path we might get a shift into some sector momentum trading, our lists can change quickly and we'll let you know what we see as will some others who have been with us for more than a few years now from the Swamp, Sharkinvesting.com, TradingZoom forums.

One possible play mentioned here is PGTI, late last week Briefing put it at the top as a Hurricane play.This is primarily a Fla. company where codes are taking course and where it gets the chunk of its revenues, soon the Gulf states will have to get in gear. As with almost all plays, the base is stellar earnings...hurricanes or foreign beverages(WBD). A possibility with Ernesto is Light crude kicking over the recent $73 and change level that might really drive that sec.as well....Names, ideas are open to discussion in Market chat. Going forward the market might consolidate further until the Hamptons empty and the real buyers or sellers get to their pretty window views. With or without them opportunities for momo trading like last week should still exist. Remember most names we toss around have EPS that is above the average, this serves as a base for sometime unless the market turns as is the case with anything else, except the smaller floats that catch the momentum up, catch it down as well. It's really about entry...you snooze, you lose at the top. Investing in these earnings plays is not out of the question for longer swings, It just depends how much volatility you can stomach..just don't take your sweet time and decide at a Friday's close to enter a position in a BTJ move.

Anyways...the lines are clearly drawn on the DJIA, SP, NASD100 as to what is support for the market. Here is a list of hold/closely watched going into Monday. Most can be found in BT's charts.

ALY, BGC, BTJ, CTCM, FTEK, GRB, HWCC, ICLR, IPSU, LXU, NEU, PGTI, UIC, WBD....we could add a few more but we worry Blacktruck might run out of paint at this pace;

Is it 2pm yet? ..FOMC minutes, CETV at $60

Likely to be a 'real' sleeper till the minutes are released, then maybe just a sleeper...volume will drip in the book of stocks we are following, the drip is a 'green' right now..................there is always a BTJ re-entry to figure out

Update on Tuesday, August 29, 2006 at 12:14PM by Demi/ YourPersonalTrader

CETV- bot a small piece for a pure trade around $60, market seems to like the news of Lauder giving up a big stake.

Update on Tuesday, August 29, 2006 at 03:33PM by Demi/ YourPersonalTrader

RUT 2000 at breakout levels, BTJ was figured out by most it seems;).  Added more to CETV as it started to groove. I'm sure Jon will touch on more of the moves AH. The DJIM list is quite the green now.

Update on Tuesday, August 29, 2006 at 04:37PM by Demi/ YourPersonalTrader

Chart of CETV around noon at BT charts, the recent top in dotted line around 61.50....if you look at the 1min. chart  end of day you could see how most saw it as 'pure trade' with the same top area in mind (61.75 H) after nearly a 4pt day for some....the sellers a plenty in the last 10 min...one big one sets it off. Closes like BTJ's are a lot more fun.

Volume

As expected volume is a snore especially in our list...you might have some artificial gains at this point that could evaporate if 'holding into a long weekend' comes to the front. Still its good see mostly 'green' in a flat market.... led by AMIE +5%,HWCC +3%, ALY, BTJ, FTEK all 2+%...Slowly AMIE is being discovered.

Update on Thursday, August 31, 2006 at 11:48AM by Demi/ YourPersonalTrader

AMIE-90k block at $33 just went off.

DJIM list WK #3

DJIM will be going into the week with the names listed below, narrowing the list to concentrate on the more volatile names recently added (IAAC,BTJ,GROW). Last weekend we were looking for momentum trading to continue with or without Mr&Mrs Hampton, late in the week we certainly got that with IAAC breaking its volume highs, GROW coming along for the ride. What you want is a breakout with volume, those two got more than enough on the last friday of trading at the end of a dull summer. If this is not enough to start the week, there is BTJ that has refueled over the weekend at IBD #3 and looks to have setup for another trip north. We are not going to fight the tape with these, it will decide what we/you should do. This goes with keeping with whats working and finishing strong or showing resilency on dips and that's what we want to hold. ALY,AMIE,WBD are still performing well off our Aug18th list. WBD on friday is why you keep a tight list which we try to do, a 4pt intraday reversal to a high is something to behold. You don't have to be environmentally friendly to recycle stocks. NEU closed at a high too and definitely came back on some screens over the weekend. UIC has also performed well up 4 pts since being added. Something tells me GRB, FTEK, PWEI feel left out and one or two will let it be known this week. PGTI remains the Baskin Robbins play...hurricane flavor but you need to watch the homebuilders next to it. The others we will keep on the ticker above, what we want is to see life for an attempt at a breakout.

Looking back...on 2 weeks

Tuesday night I sent some of you a list of the results of the names on our watchlists, the additions of such as BTJ, GRB, IAAC along the way. The list of 15+ stocks was completely green with about 40+ pts profit between them, this doesn't include pts the recycling program could've given you...playing BTJ a second time off the 9ema as an example. In settling on a hitlist this weekend, we said we are not going to fight the tape with the volatile names. We watched the 'jockey fall off a runner' or two yesterday, the track can get muddy overnight and we can't harp on that enough. If selling into Tuesdays big gains was not the plan, chances are ones risk exposure in volatile names was cut yesterday. We are always going to take points that are earned if we feel tape is turning, this also goes for the slower moving stocks in our list such as the AMIE, the UIC's all up about $5 since mention. The fall off a runner or being barbed by a slow moving stock is no different when they turn.

Back on the saddle...!..GROW(eps) FNET-$7's

Well...you can't beat what GROW'd!. This looks like it blew out any projections. 18MM vs 5MM Revenue, .74c vs .05c.(5.62 MM net income). Remember a CC follows at 10am but it will likely not dampen these numbers. Unless some think a sell the news is in order, this will bode well for IAAC as previously discussed.  We are also waiting for a big EPS winner (VOL) (30's to high 40's) for us from last Q to report this morning.

 FNET which many remember as a high flyer we introduced that went from the low teens to $25 quickly is the beneficiary of some good news as it trades below $7. We have completely lost track of this one and only know the trading tape will dictate if this event is worth a entry. Anyways, just a few things to be watching premarket.

Update on Friday, September 8, 2006 at 08:36AM by Demi/ YourPersonalTrader

Bargain bin gap premrkt at GROW($30-31's), teased $36 after. Scratch VOL off as a possible trade.

TWLL at $14 or lower on pullback

Not all chips are created equal and this is the one we having been following since its earnings bump recently. As much as we like to keep from the techs we have grown to hate, this one offers a slightly different twist. Its one of the few to make it out of Silicon valley and try out the market. A recent Ipo, never a easy thing to trade it showed up on screens with a .15 v .12c Q, nice revenue growth. It pushed quickly to $14's and has since pull backed and now is sitting back at the recent top. The volume has avg 50K a day on this last leg up, a volume kick is all it seems to need for a break. A pullback is even better but I don't know if it will happen first. The difference between the typical chips is of course the float (just over 10MM) plus its specializing in some niche chip markets such as security surveillance, many video toys for cars and not just the very busy LCD TV market. The chart looks good but the sector has to be watched, along with the games ipo houses will play if/when entering into a position.

DJIM list wk#4

DJIM doesn't want to sound like a broken record but like ( DJIM WK#3 ) will be going into the week focusing on the volatile names (IAAC,BTJ,GROW). We are not going to fiddle with macroeconomics here, we are looking for the best possible plays right here and now. Simply, if the markets tape is not to our liking...we shut it down and go cash. We can become rather shy sitting in cash and will not be so narrative in the future ...and yeah that future will come out of nowhere and we will become a couple of groundhogs;)...Right now, there are things on the table that if traded right are quite the profitable ride. There is a herd over these volatile names now, we want to be where the volume is....we want to be where new highs are being hit. These three cats are providing it. It is hardly a surprise to us, to many of you that our closely followed end up #1, #2 IBD at some point. Of course the game gets volatile at these IBD heights. There is always a option!. Getting in early and walking away with early profits off a earnings gem before the IBD hype comes bringing with it increased volatility. It didn't take long for BTJ to go $15-20, GROW $24's to 28..even 35's if you had kept some, traded it thru and around the EPS # and been clean of it come Post-IBD Monday. Personally, I wasn't up 6/7am and posting here because I wanted to tell you about the lovely sunrise. I was waiting for GROW's #'s to hit and possibly trade before the desks came to sell into any gap strength. There is always that window of opportunity between a number being released and the CC/or before some view is out to bring it down to earth. Now....the rest of last weeks list...after hitting some nice DJIM highs/gains FTEK, WBD are benched this week till further notice, as mentioned the slow ones will barb you too if you ride them too long without a significant breakout or into a weakening market as we had last week. Keep close though for a bounce watch this week.  Remember, we recycle. CETV is looking good, CTCM is just the bouncing ball and should always be kept close, it gets interesting near 24.These 2 get off the bench heading into the trading week. As mentioned last week one of including GRB was feeling left out, it sure put on a show climbing to high 16's off our $15 mention following earnings, it remains on the list for maybe another try. NEU, PWEI, AMIE and to a lesser extent UIC remain listed.

We will be adding a couple of new stocks to the DJIM list. One is TWLL

3MM times lucky?..watch on FCPO

FCPO($7.50close), another 3MM that even trades thinner than ANGN has reported .57 vs.30c beating the one estimate of .30. Will this one balloon or not?. Definitely for the more experienced trader like ANGN if it catches on. If a gap happens it can leave you stranded at the top. For whatever reason some like this catch on and some never do. Again the tape will reveal. Yesterday, ANGN traded over $8 at 9:40, better entry was past 11amin the mid $7's. Unless you catch these w/o much of a gap, it is wise to watch volume confirmation and not chase a stock. Let it be discovered.

Update on Tuesday, September 12, 2006 at 11:13AM by Demi/ YourPersonalTrader

Considering FNET is almost a double around 14 since fridays DJIM premarket bone, even we need to rest ...fully!. Putting it at the top of our trading list paved the way of not missing todays ride. History has repeated itself and more opportunities should come up with FNET.

Update on Tuesday, September 12, 2006 at 12:06PM by Demi/ YourPersonalTrader

Instead of just throwing out a stock and say here take it with something you can paste off the 'yahoo' stock data page, we try to give you our mindset, the mindset of others in how a possible trade is approached and how a stock might act. So far the FCPO is acting like a possibility spelled out. Strongly recommend to new visitors to go back to page 1 and start fresh instead of starting at FNET and not going back in time.

Update on Tuesday, September 12, 2006 at 05:38PM by Demi/ YourPersonalTrader

Opportunities in FNET seem to be appearing faster than the first run early this year..We are not holding any overnight, but will be back no doubt as this push is a piece of work by a few....Some charts updated including FNET for entertainment value.