Rob's Lobs

[grebnet]

Ivac

Anyone else been riding this one IVAC I posted it in Oct, at $17 ....( I also posted about PACT .sold last week at $5..win one lose one )

[billyjoe]

Rob,
I'm working on my hyper links. You might like this.

http://www.youtube.com/watch?v=WfM6nRVBvGs&mode=related&search=

---------billyjoe

[Rob]

AXS - New Position

For the record, I bought AXS (not ASX) yesterday at 33.97. It wasn't the greatest day to open long positions it turns out, but I bought it anyway. So now I do own the stock I'm playing in the POTW.

[Rob]

Hey, BillyJoe. That's not too shabby for an arbitrary top ten alphabetically, selected from the best-rated 7.7% of an arbitrary list of stocks that just happened to be reporting that week, is it? Of course the market rally helped, but it could very easily have performed much worse than that methinks.

[billyjoe]

Rob's 10 Long Portfolio Performance 10/30--11/24

AAA--55.12--58.20---+5.59%
ABN--28.96--29.80----+2.90
ABX--30.14--29.75---- -1.29
ACAS-42.75--44.97----+5.19
ADM--38.95--stopped 8% loss
ADP--47.54---49.38----+3.87%
AIZ---52.91--54.94-----+3.84
AL----44.52--49.86-----+11.99
ASPV--19.07--19.64-----+2.99
ASX----4.54----6.06-----+33.48%

Overall since inception 8 advance, 1 decline, 1 stopped at -8%

Return 6.06%

----------billyjoe

[Rob]

IBD Freebie

IBD is offering free access to their Daily Graphs Online from 11/27 to 12/3, if anyone's interested.

[Rob]

XRTX Update

I'm firmly of the belief that digital storage is going to be a hot industry for the next year or more, and Xyratex looks like a good play in that space.

Once again I lose out by not following my gut instinct. When I first posted the above on 9/20, XRTX closed that day at 19.30. I should have just bought the stock, but no, I tried a stupid options strangle, and both sides of the strangle died on the vine.

Well today XRTX is up just about 22% from the 9/20 close. Somebody tape a kick-me sign on my back, will ya?

[Rob]

Billy, no, I didn't know anything about that. I'd love to see some of those films! Thanks for bringing it to my attention.

[billyjoe]

Rob,
When I saw this I thought of you and wondered if you knew about it. Saw one of the posters sell on ebay for over $10,000.

http://www.cbsnews.com/stories/2006/02/19/sunday/main1330440.shtml

---------billyjoe

[Rob]

sell sell sell

That's probably not horrible advice, but I think I'll hang on for a while yet.

[New-born baby]

sell sell sell

Looking for $540+, most likely $600 in next three months.

[peanuts]

sell sell sell

[Rob]

Finally ...

[Websman]

Always loved 'em. Dickie is a great guitar-player in his own right, but he was always in Duane's shadow, 'cause Duane Allman was flat awesome. And I loved it when he picked up the dobro. A great song he did on the dobro is called "Be With Me" or "Please Be With Me", I forget which. It was written by a guy named, if memory serves, Scott Boyer, and Duane sat in on a session with his group, "Cowboy." It's on an old vinyl LP I have called Duane Allman Anthology. I also have an old vinyl LP that Dickie Betts put out called "Highway Call," and I'm pretty sure I still have one with Great Southern too, but I can't remember the title. That Anthology album has some really nice cuts on it. There are a couple with Clapton ("Layla" and "Mean Old World") and a really nice blues song he did with Boz Scaggs called "Loan Me A Dime." It's got "Stand Back" and "Statesboro Blues" on it too. Okay, Billy, now you done it. All the old memories are starting to flood in.

My old Drum teacher grew up with Dickie Betts and played the clubs with him before Dickie hit it big. He could have probably been one of the Allman Brothers, but he decided to become a school teacher instead...

[Websman]

Rob and Ski,
One of the saddest things was that Duane and Berry Oakley were so young when they died (24-25) imagine what they would have created to contribute to the musical world in the next 20 years or so. How many songs like "Elizabeth Reed" or "Jessica" "Blue Sky" "Little Martha" have been written since the 70's ?

------------billyjoe

Another legend who died young....Jim Morrison. Back in March, I made the pilgrimage to see his grave. Yes, ole Jim was strung out on drugs, but he had quite a talent for lyrics. Here's a pic I took....