Jim's cycle trades

[Tatnic]

Smitty said:
<no group shall be left behind......it's time to load up>

Been waiting for the bios and other health care stuff to kick in. From what I understand, this is the time of year they normally start perking up. So I agree and anticipate a sharp rally up for the next 6 to 8 weeks. Out of the money august bbh calls look good on that assumption.

[Jim Smith]

AMGN perking up

definitely worth watching for a long side play....I am long the Amgen August 65 calls.

[billyjoe]

I bought CAMH late last week.....16000 shares felt large when the bear flag occurred.....but my friend at Merrill convinced me that on the weekly chart, nothing bad had occurred. And he was right.....but, 16000 shares in such a relatively illiquid stock felt like too much.....so I bought 5000......I am going to watch the response to the CAMH earnings....I may buy back 10,000 shares today.

Jim,
There are several posts on the IBD forums today under "another new pick by Mr.Market" with the above quote and no mention of Jim Smith. The quote is apparently attributed to Mr.Market and has his link at the bottom.
-------billyjoe

[IIC]

Jim,
There are several posts on the IBD forums today under "another new pick by Mr.Market" with the above quote and no mention of Jim Smith. The quote is apparently attributed to Mr.Market and has his link at the bottom.
-------billyjoe

Well...I can't find it...Where is it?

[IIC]

Nevermind...I knew I'd find it once I posted that I couldn't find it...IIC

[jiesen]

DNA: A leader
CELG: broke out and ready to roll
CAMH: Time to build positions

Hey Jim,

Your CAMH pick interests me. Can you do me (and all other interested lurkers here) a favor and give me your most thorough fundamental breakdown of this company, and compare the analysis to the same for XKEM and LJPC? I'm especially interested in your opinion w/r/t market cap vs assets, cash, current and potential income. The reason I mention these two are that LJPC is now my largest holding, and though I don't own any XKEM, I've been looking at it lately, and now regret not picking some up at 0.03 a while back, and at 0.05 last week even. I don't want to make the same mistake with CAMH, but can't as of yet justify the $100M+ market cap on such a meager income. It does look more interesting at the sub-$1 range though... I like this sector and the high flyers especially are fun to get into, but it's tough to really value these guys.

BTW, I agree with you about DNA, but I think CELG is getting to be overvalued now.

[IIC]

Oh thanks Billy...the first thing I see is a post by Louetta...One of my least favorite people on the Net...Forget her investing acumen...I have no idea if she's good or not...And I don't care...She goes around bashing people that she knows nothing about...Just like some others....At least I only bash people that I know something about.

Now I understand why my thread got so many page views today...Doug(IIC)

[billyjoe]

Doug,
I had forgotten about Louetta. Didn't it turn out that "she" was a 19 year old guy claiming to have decades of investing experience?

---------billyjoe

[IIC]

Doug,
I had forgotten about Louetta. Didn't it turn out that "she" was a 19 year old guy claiming to have decades of investing experience?

---------billyjoe

I don't know...But IMO she'd make a perfect wife for Homer...They could sit around all night tryin' to determine which one of them is the Biggest Sucker...IIC

PS: I'll bet anybody 20 bux that they can't come up w/ the post that made me dislike her so much (Email me the answer by 7/4/06 at 7am PDT or the quiz and 20 bux is closed)...In fact, I'll bet she couldn't either...I'll even give her a clue...It wasn't at IBD Forums...It was directed at me...And it was BS...Not that I am one to harbor ill feelings...But there is an old Mafioso saying that does apply to me..."The Bastards Never Forget"...One last clue...It was in 2004...Good Luck for the 20 bux...IIC

[skiracer]

I don't know...But IMO she'd make a perfect wife for Homer...They could sit around all night tryin' to determine which one of them is the Biggest Sucker...IIC

PS: I'll bet anybody 20 bux that they can't come up w/ the post that made me dislike her so much (Email me the answer by 7/4/06 at 7am PDT or the quiz and 20 bux is closed)...In fact, I'll bet she couldn't either...I'll even give her a clue...It wasn't at IBD Forums...It was directed at me...And it was BS...Not that I am one to harbor ill feelings...But there is an old Mafioso saying that does apply to me..."The Bastards Never Forget"...One last clue...It was in 2004...Good Luck for the 20 bux...IIC

I think the direct saying is, "Sicilians never forget (a grudge), being that the whole organized thing orginated in Sicily with the Sicilians.

I knew Louetta while I was at the IBD boards. She was definitely a woman. In fact her father worked in the industry with a large brokerage firm and she was doing an internship with that company while she went to college somewhere in the Philadelphia area. Actually she was pretty up on the stocks an investing in general having grown up in the community because of her fathers job.
She did have a nasty disposition at times an had a running battle with Poorman for quite a time before they worked things out and became friends or at least put up with one another. I remember she wouldn't enable anyone if she knew or felt they were wrong and would never compromise her feelings when she knew she was right. I always felt she was pretty decent an above board. What I liked best about her was her biting sarcasm. Perhaps a bit more pointed than yours Doug if that's imaginable. Maybe that's why you two couldn't put up with one another. Two alike signs will always repel.

[IIC]

I think the direct saying is, "Sicilians never forget (a grudge), being that the whole organized thing orginated in Sicily with the Sicilians.

I knew Louetta while I was at the IBD boards. She was definitely a woman. In fact her father worked in the industry with a large brokerage firm and she was doing an internship with that company while she went to college somewhere in the Philadelphia area. Actually she was pretty up on the stocks an investing in general having grown up in the community because of her fathers job.
She did have a nasty disposition at times an had a running battle with Poorman for quite a time before they worked things out and became friends or at least put up with one another. I remember she wouldn't enable anyone if she knew or felt they were wrong and would never compromise her feelings when she knew she was right. I always felt she was pretty decent an above board. What I liked best about her was her biting sarcasm. Perhaps a bit more pointed than yours Doug if that's imaginable. Maybe that's why you two couldn't put up with one another. Two alike signs will always repel.

Well Ski...I see your name is mentioned in at least one post over there...Maybe I'm jealous that mine wasn't...LOL

But it really has nothing to do with that...She posted something on another forum back in early 2004 to the effect that people better watch out for me because I had an ulterior motive to screw people over...That's not exactly what she said...But something to that effect...I'd like to invite anyone and everyone to post anything I said in the past 8 years on the Net which could be remotely construed as something that would SCREW PEOPLE OVER...

I don't think that anyone could do that...Not even her...Maybe you are right...biting sarcasm...I'll battle her any day on that front...Father in the Business???...What does that have to do with her?...If you only knew.

Two alike signs???...The day I admit that she is in my league is the day I give it up...Doug

[skiracer]

Well Ski...I see your name is mentioned in at least one post over there...Maybe I'm jealous that mine wasn't...LOL

But it really has nothing to do with that...She posted something on another forum back in early 2004 to the effect that people better watch out for me because I had an ulterior motive to screw people over...That's not exactly what she said...But something to that effect...I'd like to invite anyone and everyone to post anything I said in the past 8 years on the Net which could be remotely construed as something that would SCREW PEOPLE OVER...

I don't think that anyone could do that...Not even her...Maybe you are right...biting sarcasm...I'll battle her any day on that front...Father in the Business???...What does that have to do with her?...If you only knew.

Two alike signs???...The day I admit that she is in my league is the day I give it up...Doug

The point I was trying to make is how two positive or negative signs will repel from one another while a positive and negative will attract one another. I didn't mean anything by it. Just yoking.
Actually I thought she was pretty decent at picking timely stocks. I really didn't know her that well being that we never slept together. I just liked her take no shit attitude and her sarcasm. BTW what site are you guys talking about that my name was mentioned. And I never said nor implied that she was in your league with the comment about alike signs. I was leaning more towards opposites attract and visa versa.

[IIC]

The point I was trying to make is how two positive or negative signs will repel from one another while a positive and negative will attract one another. I didn't mean anything by it. Just yoking.
Actually I thought she was pretty decent at picking timely stocks. I really didn't know her that well being that we never slept together. I just liked her take no shit attitude and her sarcasm. BTW what site are you guys talking about that my name was mentioned. And I never said nor implied that she was in your league with the comment about alike signs. I was leaning more towards opposites attract and visa versa.

I saw your name mentioned at IBD Forums on the links suggested by Billy...But it really doesn't matter...And I hardly take offense.

True...they say opposites attract...If people are the same then they compete I guess....Yes...I agree that she is pretty good at sarcasm...I have no idea if she is a good investor or not because I never paid attention to anything she ever said except when she warned people to watch out for me...That was BS...I may not be the nicest guy around...But I am an upfront...honest guy...Take it or leave it...I speak my mind....She does not like people who say what they think...Unless they agree with her...So you see...We are very different

[IIC]

Ski....Here is the post that mentioned you:

Kat, MrMarket was banned from the forums by IBD. But his web site is quite interesting and free. Some of the oldtimers from this forum post there now (e.g., skiracer et al.), along with others that are very knowledgable. There is a wealth of information provided by the posters there so I tend to check it pretty frequently for new ideas.


Barb

[jiesen]

Camh!!!

holy cow, look at that little monkey go!

http://finance.yahoo.com/q/bc?s=CAMH.OB&t=1d&l=on&z=m&q=l&c=