CPY at $43

In doing DD on this you'll see a turnaround story in the last 3 Q's as they went to digital. The busy season which is over 30% of biz and what makes the year is approaching. Look at the Q4 in '05 to see what it is capable of doing after already going eps+ in the first 2 Q's of '06. Its a bit extended but have added along the way. A pullback buy for later or the story just keeps on rolling?

update note on WBD- re-entry

This original DJIM listed that provided some trading opportunities between 44's-new highs recently willl be watched closely again after its report yesterday. Net income rose 5 fold (29.4MM v 5.3MM), sales up 20% for 6mts net income is 46.9MM or $1.06. YOY and sequentially it looks very good.  UBS upped to BUY this morning. ($42.2 close)

Update on Wednesday, September 13, 2006 at 01:29PM by Demi/ YourPersonalTrader

WBD chart- typical reaction last week before earnings, see the similar slope days before earnings June 15 and the follow through afterwards ...looking for a similar reaction after this EPS#.

Update on Friday, September 15, 2006 at 12:21PM by Demi/ YourPersonalTrader

WBD as it trades to mid 46's on friday, here's more on the EPS and upgrade

UBS analyst said the results were "well ahead" of her estimates."We expect momentum to remain strong: measures from new management team which joined in the second and third quarters should become more visible in the second half of 2006 and beyond," Sukhanova wrote in a research note on Wednesday. "We expect that strong dairy and baby food performance is
sustainable going forward while the new team turns around juice segment performance."Upgraded the stock to "Buy" from "Neutral" and raised her 2006 earnings-per share estimate 32 percent to $2.20 and her 2007 estimate by 20 percent to $2.90 per share.
She also raised her price target to $52 from $45.

BT charts updated for 09/14 inc:

AMIE,CETV,CPY,EDU,GRB,GROW,IAAC,UIC,WBD   Sec.watch ALY, BTJ, NEU, that we have kept up for a possible reversal trade. GRB is a good reason why we recycle the stocks we know as it attempts its second $15 to high 16's trip.   There are no current positions in MFRI, TWLL, FCPO as we wait for volume confirmation to possibly enter. FCPO got a paragraph today in Briefing.com which is posted in MC.

more TWLL

TWLL note in MC,  looking good into close..volume up from 20k in earlier note..

TWLL profiled last weekend, see below.

Update on Thursday, September 14, 2006 at 06:06PM by Demi/ YourPersonalTrader

Has the Best Buy pin action touched TWLL?..HD-TV bandwagon..LCD'S..Samsung biggest TWLL customer....bring your car into a Best Buy near you and get your TWLL car navigation/toys installed...

DJIM week review/ list #5

If we had a mission statement...the mention in last weekends review of providing the best trading opportunities right here and now is what it would be. No need to throw 50 stocks at anyone, a $2 buck scan will do that...A few choice cuts will do us all good. Last Friday we mentioned FNET, by Monday morning it was at the top of our trading list if you are following. By mid week we had our first 2X here and told of a possible top premarket at $18 following the footsteps of ANGN premarket top at $10 the previous day. Yep, ANGN was provided midday in the mid $7's before a quick 25% run. We will keep these on watch and recycle if we see fit. FNET has a date on the 21st and there should be some action before and after. We don't need to short but if we can explain the possibility of a top and if you can find the shares to short, all the best...RFIL in MC is also an example of sharing a possible top and the reasons we thought the enthusiasm for $10 that evening was not warranted. We didn't exactly say FNET, ANGN was warranted..instead we told you this was clearly, purely in- play. We follow the volume, we don't create it.  Mid- week we finally got to trade a real stock of sorts.....EDU throwing it out on DJIM at $22, ..the rest is history now as it jetted to the $27's. we will keep close watch over it. TWLL an add last weekend played BT's chart to a T...backing up to mid 13's and later in the week breaking out to new highs and a $15+ close on friday. Not all are runners, a few crawlers will do just fine...AMIE at 29+, CETV at $60 here. This is the only diversification we know. Momo stocks and a few crawlers that drag quality earnings along. CPY is another crawler added to the list last week, at these levels care is needed as mentioned before. A few things out of our control, such as oil, big boys chattering it up, a financing knocked a few off close watch. The BTJ's,ALY's...the GRB to a Dgrade, IAAC to a convertible all now struggle beneath the 9ema. That's fine as they provided early profits after mention, plus we found others to trade. We're sure these will come back in the future to the DJIM table as might FNET, ANGN but only later. We want to see IAAC get back to the 9ema before making another move on it. WBD made a quick return to our buy list last week after EPS, so you know we keep many DJIM's around ..they just go to another screen for the corner of the eye. GROW is another one that has come through the DJIM compost quickly. This one makes us a little nervous, maybe its the high perch of #1 on IBD..but its also b/c the latest entry price isn't just below $25 like the first mention here and we don't want to giveaway any of those early trade gains...so keep your eye on it. UIC had a pullback after going $50-55+ here and has trended up again...a break of the recent high will be needed for further attention. We are adding the SYX to the list....we might add another later, check for follow ups to this headline post before the open....Do we need a spinach stock?..Well...we have one we will put up Monday morning if there is still a story. The market was such last week that Baskin Robbins stocks, flavor of the day/week catch on quickly, most likely this will continue..If you pull up the charts you will see our DJIM highlighted all trade over the 9ema. If any of them break this moving average on good volume it's a good guess we won't be following it for a bit and probably sold if we had it in our book.

VIVO- possible 'spinach' play

There's some junk running on this E.coli. Keeping VIVO(24.03) in mind, a secondary idea as it makes the #1 Kit for testing on the back end. Also being added to SP600 today.

SNCR(ipo) at $10

On the heels of our crawler TWLL a recent IPO, we are watching/buying some SNCR as it has pull backed and now sits near its highs again.(10.05)

http://www.taulli.com/taullicom/2006/09/synchronoss_ceo.html

Very 'GREEN' day

While the market slopped, chopped around the DJIM list was having a great day....6 of the 9 were up over 4-5% early on, a few WBD and UIC ran into DJIM highs it hit recently and gave some back. Don't let others be the only ones to take some off the table on days like this....GROW which we mentioned makes us a bit nervous gave a nice opp to take some off as it climbed 6+% intraday. We added a small starter in SNCR as it nears its highs, the volume was a month high today. This one reminds us of TWLL , the big winner hitting $17 after being added to our list a week ago. Not much else to say, the charts paint it all.

Valuation blah blah

We had a stock(AIRM) that received 3 valuation downgrades over a week or two earlier this year, we stuck to it and watched it climb higher and higher. Today one Dgrade on valuation even has a tgt price increase in CSH and there is another based on valuation to hold on TWLL by needy Needham...on the other hand they just initiated GRB($14) with a $18 target after it just got dropped down by Sidoti...good timing... Just a game isn't it?....everybody likes a pullback to pick up on the cheap. You have no control over when they start to chat, just another reason to always take some off the table when a price/volume opportunity presents itself like yesterday in TWLL after a quick 20% trip. Good thing is TWLL is a recent IPO with 4 other houses that might step in on any selling to serve their own interests.

Never dull in DJIM

Crazy action in SNCR, big bids came in...CPY getting attention and bot more this afternoon. CTCM another one we use for bounce is having a good day.

Update on Tuesday, September 19, 2006 at 06:09PM by Demi/ YourPersonalTrader

As we cap off our first month here at DJIM...our first ever listed stock hit the 25% benchmark we set in finding stocks. AMIE joins a few others we have introduced since August 20 for 25+% moves (BTJ, FNET,GROW, ANGN, EDU). Unfortunately AMIE did it when we were not playing favorites in this market and sold her off. This hurt me more than Jon as I like the crawlers more...but 25% is 25% via a momo run or a month long crawl!. I'm sure it will be picked up again shortly, but as we keep stressing take your points/profits and recycle.

SNCR if you bought early, you probably sold as it blew over $11. A bid of 43000 started chasing the stock up and it got filled big time much higher. Who knows what this was about?. Be careful.   GROW, we finished with for now after selling yesterday as well. SYX looks much better at the close today. CPY was getting swallowed up 43.50 area. TWLL held it together through a rough market and a Dgrade...not bad

More Valuation blah-SNCR

SNCR gets cut by GOLDMAN to neutral (good timing w/software w/Oracle:) and cheap shares show up under $10 TY. But...they raised the price target by 20% to 12!!. Explains the shenanigans yesterday doesn't it.

Goldman downgraded the company's shares to "neutral" from "buy" and raised its price target on them by $2 to $12, saying their valuation more accurately reflected the brokerage's view on growth. ......In a research note, the brokerage also increased its earnings forecasts and said the company's growth prospects from new Voice over Internet Protocol customers remains very high.

CTCM needing a $24+ close

CTCM mentioned yesterday, a clear break of an upper trendline yesterday and now the 24 mark. Very volatile remember.

Update on Wednesday, September 20, 2006 at 06:20PM by Demi/ YourPersonalTrader

Continues to be the volatile trade, new highs reached but as usual given back..still a NCHigh. Volume at 800K was impressive for what looked like a nice 60min chart break about to happen late yesterday. Previous high was back in Aug.(1.2M). The break happened early today and flew past its wall at $24 that has been building for a few months. Still want that 24+ close to hold it longer term..like the story here a lot since discovering it last EPS day, don't like the IPO firms involved jockeying the stock around....So will continue to look at this as a trade bounce play until we get a better closing price.

DJIM stocks not a sensitive bunch...

The market continues to show how sensitive it is to any data..In the meantime DJIM stocks just keep on rolling....today ignoring the Philly cheese surplus shrinkage and concerns over steel demand. What was SIM thinking?. IBD it seems as was our selection last week SYX.  Again, don't forget to take some points off the table...especially when you're outperforming the rest of the market. (If SYX finishes $14 one day, don't ask if we're still holding?).....CPY just keeps on ticking, CETV exploded to $70 from a revenue guidance increase. Despite a flat start to the day in the indecies, most of our listed were very green and many were able to hold most of the gains into the close. Speaking of closes, did you catch the ICE..ice baby run end of day..We did after mentioning it this morning and have added it to DJIM. The NGPS we forgot about as it was just running on a contract rumor and didn't hold the break we pointed out was needed. The quiet techs SNCR, TWLL need a little peace after the runs and the shock of being D graded!. EDU can rest too, don't you think?...good article in MC to keep you interested. Its is pretty clear from BT's charts where you want AMIE,UIC,WBD to be if you want to take a new position.

Charts updated for friday's trading day.

Snapshot of DJIM moves today     http://djmarkets.squarespace.com/charts/DJIMTOPGAINERS.jpg

TRT at $8.50 open

Don't be overzealous in your pursuit of trading glory but do place TRT on your DJIM list potential wish list. Believe us nobody will care for you if raise your white jockeys on a stick for rescue at the always potential morning top..gap. This semi burns and the earnings caught fire. It brings with it a teeny weeny float. We prefer to let the open digest and decide from there if we are adding. Again, remember some catch the juice, some FCPO out..watch the tape and you'll know soon enough..22 v .02, nice backlog..more later..possibly;)  22k so far in premkt at 9 am will not decide its day or short term future.

Update on Friday, September 22, 2006 at 10:15AM by Demi/ YourPersonalTrader

Very reasonable open with a slight imbalance to boot. Have taken a stake as it has not traded much higher(under 9) from premkt. Volume is good

Update

We're not looking to position back on the big dips in some of the favorite names here. Our jitters in GROW came to life today, we don't care why or whats going on to step back in. Another one we noted as a closing position Tuesday is also getting smacked (AMIE)..buying opp maybe...but not today for us. (BT had a nice flag on it last night). Yep, and SYX as mentioned yesterday..don't ask;)..a $13 to $16 week was pretty good to some besides DJIM...Is there another opportunity for a move today?. Maybe if the thinking turns to who replaces GROW at #1, we'll start getting back in.  We've narrowed our positions down earlier this week as noted, seemingly just in time but we are still biting on some of our quiet carrots for the steak size stake in TRT...not so much on the plate, so the TRT looks like a steak!