Jim's cycle trades

[Jim Smith]

my low priced option gambler's special: Buy the Intel July 22.50 call at 30 cents.....whoa nelly.

[Jim Smith]

VRTX.....big breakout I think this has 10 up

[Jim Smith]

Intel......expectations were pretty low and the shares are up on earnings.....I am long the July 20 calls look for $25

[Jim Smith]

POT....imo, this stock sees $126 by the end of summer.....I really like Sept calls....Wow, are they expensive.....

[IIC]

NTRI....cup and handle breakout

NTRI is #2 on the IIC 100...VTRX came up late last night and it was too late to post...But it is on tonight's KILLER watch list

[Jim Smith]

I don't want to sound like an alamist but this is looking to me like 1920's Germany....The fed is printing dollars like mad. They stopped reporting M3. As I have learned this is where the Fed open market operations are revealed. They may raise rates but they're buying treasuries and flooding the market with cash. Gold is telling you this, forget what Kudlow says....Oil is telling us this too....This market is going to fly, speculators will make a fortune. The problem is, the bottom half of society will lose out badly....."This is the end, my only friend the end........"

[Jim Smith]

TRMB....bought at $45.14

[Jim Smith]

CAMH valuation potential as I see it:

12 million tests annually....$75 in consumables per patient is $900 million.
Current market cap is $163 million. Assuming valuation given equal to 1x annual revs:
900/163 = 5.52....Therefore, the ultimate value could be 5.52 x $2.75 current price or
$15 per share....I am not counting machine sales as that would be a one time $450 million occurence.

[df21084]

Jim,

How about a synopsis on CX? What's your impression?

Thanks.

[Jim Smith]

CX...volume up on the pullback....still just profit taking but it could turn into more.

[Jim Smith]

HERO....cup and handle breakout....long

[DSteckler]

Sure it's not a SUB or GRNDR?

<BG>

[Jim Smith]

holding GOOG calls into the close.....

[Jim Smith]

Congrats to me and whoever else strapped them on for some GOOG calls.....Ernie, I thought you were buying GOOG calls for Vegas.

[Jim Smith]

Where is everyone? Silver futures margin requirements raised.......speculators are getting crushed.....get ready to buy buy buy