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.

..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;

Sept 1, Closing Update

What a week it turned out to be!   We have had some really nice movers from our DJIM watchlist and it's definitely paying off to be in this market when everyone else seems to be on vacation

IAAC,  not much I can say about this one as this is "what you see is what you get"!    Most people may not be comfortable with this kind of runup, and it's ran up after the fact it already had a strong week and month.    Well, this is what me and Demi and a few other traders have been playing during the last few years.    When all of your portfolio and all of your plays and things on your watchlist are all as volatile as IAAC, then after a while they become normal.     You basically have to get used to it.   For me personally, it did take a long time to grasp the concept of "trading a group of  most volatile stocks while applying the most conservative strategy"!     I'll elaborate on it more this weekend.

GROW, see above!     I felt that it has more legs left going into next week.  The only thing you have to watch out for is that it's releasing earning next  Friday.

NEU, patience may be paid off given today's close.    what can I say?  It closed at its day high, monthly high, and a new 52 week high!    This to me is about an ultimate close that a stock can get. 

other stocks closed well include FTEK PWEI WBD....  and a couple of new ones I'm adding to watchlist.

again, you don't have to own or play every single stock out there, just make sure you hammer out the best plays.

cheers,

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.