Admans outlook

[Adman]

For the morning (3/29):
Today, I like PVA, Penn-Virginia Corp. These guys run a bunch of highly profitable LP’s that I have invested in over the past couple of years with great results. I thought it about time to look upstream at the master limited partnership, and I did, and I liked what I saw, but, as always, do your own research.

DISCLOSURE: I will be placing a limit order for PVA at 69.30 today, before the open.

A late entry for this morning, and a real long shot is iMergent (IIG).
This is an e-commerce solution company out of Utah, offering help with E-Stores and Internet marketing.
First off, please, do some research on your own for these guys. I am merely mentioning them as an extra stock for you to review.
IMergent is very sloppy when it comes to filing required reports with the SEC.
They are listed on the AMEX, and were a curly hair away from being delisted.
With that said and despite a lot of red on the income statement, I still like them, This is a pure gut play for me, and I am looking for an entry point today, at or below 10.50
On the upside, I am thinking this one should hit the high 11’s or even 12 at some point.
This baby has gone from a high in the mid 14’s about a year ago to a sub 3 low this fall.
Since October, it has slowly but surely crept upward, with a pull back in mid January. At the beginning, it regained its’ footing and started upward again. Between the 6th and the 17th of March, it dropped, and that was due to its’ snafu with exchange, regarding a past due filing of their 10K and 10Q.
I wanted to pull the trigger yesterday and go in for a very healthy 4-figure position (long), but missed my mark while I was out of my office. (Limits are valuable at times).

Remember, look carefully at this. This is a risky play, and I am running with my gut on this one. Good luck.
Thank you Alice for the kind words.

[MickyMouse]

A late entry for this morning, and a real long shot is iMergent (IIG).
This is an e-commerce solution company out of Utah, offering help with E-Stores and Internet marketing.
First off, please, do some research on your own for these guys. I am merely mentioning them as an extra stock for you to review.
IMergent is very sloppy when it comes to filing required reports with the SEC.
They are listed on the AMEX, and were a curly hair away from being delisted.
With that said and despite a lot of red on the income statement, I still like them, This is a pure gut play for me, and I am looking for an entry point today, at or below 10.50
On the upside, I am thinking this one should hit the high 11’s or even 12 at some point.
This baby has gone from a high in the mid 14’s about a year ago to a sub 3 low this fall.
Since October, it has slowly but surely crept upward, with a pull back in mid January. At the beginning, it regained its’ footing and started upward again. Between the 6th and the 17th of March, it dropped, and that was due to its’ snafu with exchange, regarding a past due filing of their 10K and 10Q.
I wanted to pull the trigger yesterday and go in for a very healthy 4-figure position (long), but missed my mark while I was out of my office. (Limits are valuable at times).

Remember, look carefully at this. This is a risky play, and I am running with my gut on this one. Good luck.
Thank you Alice for the kind words.

Adam,

This one is risky, IMHO. Short term play is ok. Long term, that's a no no. Need to figure out how much fine it will pay for cooking their book.

Mickey

[Adman]

Adam,

This one is risky, IMHO. Short term play is ok. Long term, that's a no no. Need to figure out how much fine it will pay for cooking their book.

Mickey

Very risky, that's why I put it out there that it's a gut play for me.
Why a gut play? Everything I have read indicates just lazyness on get their 10's to the exchange. (BTW-A restatement does not alway mean cooked books. Enron and Worldcom, that was cooked books, LOL).
I don't think a substantial fine will ensue from any regulators (they have already been admonished by AMEX officials).
If I can get in around 10.50, which looks like I won't, because it's already up 4% to 11.40.
This ship has sailed.

[Adman]

CBIZ (CBIZ). I have been long in this for some time now, and have almost doubled my money in a year’s time (I entered last April at 3.80). CBIZ is a consulting and business valuation firm with a ton of contracts providing a steady stream of income to the firm,
From what I can determine, they have a very full (almost, swollen) pipeline of business coming in.
I like what I see, and their Chairman has made some strategic acquisitions in the past couple of years. Normally, I would sell and take the money and ferret out a new one to chase. In this case, I am going to make this a long-term hold, and will be looking for a minor pullback to possibly increase my position, as I feel there is some more upside here.

Remember, I am already long in this. Look it over, and don’t invest unless you are comfortable.
Happy Trading!

[Adman]

Very risky, that's why I put it out there that it's a gut play for me.
Why a gut play? Everything I have read indicates just lazyness on get their 10's to the exchange. (BTW-A restatement does not alway mean cooked books. Enron and Worldcom, that was cooked books, LOL).
I don't think a substantial fine will ensue from any regulators (they have already been admonished by AMEX officials).
If I can get in around 10.50, which looks like I won't, because it's already up 4% to 11.40.
This ship has sailed.

Darn it! Already up close to 6% this morning. Sometimes you need to follow that gut instinct.

[spikefader]

I'm likin' NVDA too Adman. Good luck with it.

Adman! Dude! NVDA as per tonight's http://spikefader.blogspot.com/
Did you get on??! I didn't. It's a beauty!

[Adam]

Nvda

This ones breakin my heart. I sold my calls for 40% profit on that first new high. UGG!!! I hope someones still in it. This one is flying!!! Best of luck to you all.

[IIC]

Darn it! Already up close to 6% this morning. Sometimes you need to follow that gut instinct.

ALWAYS follow that GUT Instinct...But NEVER try to outsmart the Markets...IIC

[Adman]

Well, it looks like I really missed the boat for a 10% gain on IIG.

I have another risky, long shot, which will require some patience, but should pay off at some point.
Take a look at Nonogen (NGEN). Today at 3 bucks, if you sit on this for a little while, could see 3.50-60 or so in a month or two, for a potential 20% pop.
This is truly a gut play on my part. If you do the research, you will find nothing there to compel you to buy, and some of you that rely on the charts, may even come back with the broken neck theory on this.
I like for one (un-sophisticated) reason: They have a product called Status First Plasma Test, that was recently approved for sale by the FDA (earlier this week). When the announcement hit the wires, the stock shot up from $2.70 to $3.45 in a matter of minutes in after hours trading. It has now pulled back and leveled off around 3.
I took a small position yesterday at 2.95. My feeling, and this is just instinct, not statistical, is that the initial enthusiasm that ran the stock up like that, was just that; initial enthusiasm.
This "Status First" Plasma test (I have garnered the following as a mere, non medical layman, reading up on this product) could revolutionize the way congestive heart failure is diagnosed. My understanding is that this is a simple finger stick type blood screening that can very accurately diagnose congestive heart failure on cardiac patients.
If I understand it correctly, and this catches on, this test will be a staple test run in every ER around the country, every time a patient comes through the door with chest pains or weakness of breath.
If that happens, sales with go through the roof! They developed this product with Princeton Biomedtech Corp, and will be manufactured and marketed jointly, by both firms. That one little tid-bit is enough for me to act on instinct, and take a stake here.

Just a gut feeling.

PAY ATTENTION: As I stated above, this is a risky long shot, and I am going on a hunch only. Research them, if you don’t like what you see, and many of you won’t, then walk away.
DISCLOSURE: As mentioned, I am long in this company, and do not have any option contracts on them.
Good luck, and happy trading.

[The Stock Boy]

I would like to test the waters again, and pick up another stock, and this looks like one that I could afford to buy a larger quanity of.
I tried reading up a little on Nanogen, and read about the Status Dirst Plasma test, and you are probably right in your assessment on future sales.
I would like to ask, if you know when production will start and, how can you find out what kind of orders they may have pending?
Being green at this, I am not even sure if companies publish that sort of thing, but if they do, where would one look?
Finally, do you think Princeton Biomedtech is a buy also?

[Adman]

Here’s a gut play for a couple of you looking to park some cash for a couple of days:
(BTW this is defiantly a long play, not an option run).
I am looking to add some NMSS, NMS Communication to my portfolio. I will be taking a small position, perhaps 500-750 shares at an entry point of 3.74 or better.
I am hoping for a short term, knee-jerk reaction on the upside from the LU-ALA deal.
This is one where I think a 6%+ gain can be captured in the next day or two.

[Adman]

For today, 4/4/06, I have pulled a handful for you to add to your list of stocks to review:

The first is Fiat, FIA. I know all the old jokes about them, and have 2 good reasons for them: The real deal is they are returning to some solid black numbers after 5 years in deep red. The second reason: Saturday night I ran into an old friend at a restaurant in Sea Bright. His family runs a very successful auto group in Monmouth County, and he bought up Fiat, and was comparing them to the Mini Coopers. He has been experiencing great success with sales of the Mini Coop, and is now expanding his franchise to include the Fiat brand later this year. He went on to indicate that Fiat was experiencing a North American re-birth, and will be targeting the youth market with sleek, sporty affordable cars, ones that will compete with Mini Cooper and the Scion for that segment of the market.
With FIA hovering around 13, it’s near the 52 week high (for that matter, a 36 month high), it may well be a nice long-term buy.

Others to take a peak at this week include:

BAM, Brookfield Asset Management (real estate and power)
SMI, Semiconductor Manufacturing, I believe money can still be captured in the semis
AFL, AFLAC I like the insurance group and AFL stand out, along with MIG
WPS, Resource Corporation, a utility holding company, specifically, water.

As always, do your own research to determine if these will fit your model. If not, there are plenty of others out there. I merely put up picks to give you some fresh or unrealized firms to look at.
DISCLOSURE: I am long in MIG, and have a limit order in on FIA.

[IIC]

Nice call on BAM

[Adman]

Nice call on BAM

Thanks. I'm still looking for a couple of more points off Bam, as well as AFL and WPS. SMI is still in the hunt.

[Adman]

For those that follow, we blew past $40 at the end of the quarter, and are now up a nice 17.49% in the 24 trading days since I posted this. I am still holding the position, now looking for $47.15 as an exit, for a net/net 30% by mid to late June, if not sooner.http://www.mrmarketishuge.com/showth...iton#post43074


Some of my other picks in March that experienced large gains were:

CBIZ is up a bit more tha 8% in the 29th of March (4 trading days), when I put this out as a pick.

IIG is up over 15%, since I put that out as a pick on 3/28 (4 trading days, although, I was not on this one)

AMK up over 10% since I put that out as a pick on 3/28 (4 Trading days)

CHINA up 5% since 3/22

SFG up 3% since 3/23

ALA popped about 7%, since I picked it for a short termer at 4-5% (pre merger, also)

MCSS up 7%+ since 3/23

ESCL up 17.51% since 3/16

PD up 17.1% since 3/16

NVDA up a staggering 25+% since 3/20!!

XWG up 15%+ since 3/15

MED up an astonishing 30%!!!!!!! since 3/16


My other March picks are up 2-3%, or flat. Forget the meats and cheese, send me your finest Scotches'.