Peanut's Potent Plethora of Profit

[billyjoe]

Peanuts,
Of the Peanuts Lucky 13 , 10 advanced today. If this trend continues, I'll have a report on them Friday after close.

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

Peanuts,
The Peanuts Lucky 13 now stands at 12 advanced 1 decline for the week. Report tomorrow or early Saturday.

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

[peanuts]

Newp

NEWP had a nice report and it's breaking out of a cup/handle base.... I looked at it and seriously and thought about buying.... but I didn't.... It's up 11.5% right now....

Maintaining its strength today, I see. Did you get in?

[billyjoe]

Peanuts,
I took all the "green" stocks and checked them out for other opinions. Here are the highest rated.

KEY--Stockscouter rated 7-10

-------Vectorvest Highly Recommended-- V

-------GURU Analysis Very Positive-----G

-------2nd Opinion Weekly--B-(BUY) or SB (Strong Buy)

-------Barchart--Recommended 100% short, mid, and or long term--100

CLDN--10,V,G,B
FCX---10,V,G
STLD--V,G,B
ALB---8,V,100
AME---8,V,SB
CPSS--9,B,100
GSBC--7,V,100
PH---8,V,G,SB
RLI--9,B,100
RS--V,G,SB
UNP--8,V,SB
USAP-7,V,B,100
AP---7,V,G,B

Some stocks aren't followed by all services or received a low ranking. That's why all symbols aren't used for all stocks. How about I call these Peanut's lucky 13 and track them say until Dec. 1st?

---------billyjoe

Here are the results this week 10/23 open to 10/27 close

CLDN--19.35-18.51-- -4.34%
FCX---56.00-59.05-- +5.45
STLD--58.12-61.18-- +5.26
ALB---62.00-63.06-- +1.71
AME---46.20-46.96--+1.65
CPSS---6.59--7.13---+8.19
GSBC--30.38-31.17---+2.60
PH----81.01-82.53---+1.88
RLI---53.45-54.54----+2.04
RS---34.12--34.23----+.32
UNP--90.83-90.86----+.03
USAP--29.90-29.80-- -.33
AP----33.75-34.33----+1.72

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

Disclosure: I don't own any of them.....$#@%it !

[skiracer]

Here are the results this week 10/23 open to 10/27 close



CLDN--19.35-18.51-- -4.34%
FCX---56.00-59.05-- +5.45
STLD--58.12-61.18-- +5.26
ALB---62.00-63.06-- +1.71
AME---46.20-46.96--+1.65
CPSS---6.59--7.13---+8.19
GSBC--30.38-31.17---+2.60
PH----81.01-82.53---+1.88
RLI---53.45-54.54----+2.04
RS---34.12--34.23----+.32
UNP--90.83-90.86----+.03
USAP--29.90-29.80-- -.33
AP----33.75-34.33----+1.72

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

You would have to be happy with this list if you followed the list and made some of these trades.

[peanuts]

updated 10/28

I have been working with a friend today developing the Earnings Growth portfolio for the 3rd Q. This file is the Excel file if you are interested in learning how I do my scan of earnings:

LINK (click this link, then you must wait 20 seconds, then click "Click here to download file.", then you can click "open" to view the spreadsheet - just be patient)

The highlighted stocks in Green are those which I think are good longs based solely on the results of EPS (ttm), P/E, P/B, P/S, EPS est, and Float. The main screen is for PEG ratio, and the list is only generated with stocks that have superior earnings growth (+35%) this quarter.

I have done no TA on any of these.

Anything draw your interest?

You can click on the link above and it should take you to the updated version (this week's earnings growers added to the list)

btw: it prints nicely, as well

edit: I added some more to the screen today, so the link has been updated at 13:56

[peanuts]

Here are the results this week 10/23 open to 10/27 close

CLDN--19.35-18.51-- -4.34%
FCX---56.00-59.05-- +5.45
STLD--58.12-61.18-- +5.26
ALB---62.00-63.06-- +1.71
AME---46.20-46.96--+1.65
CPSS---6.59--7.13---+8.19
GSBC--30.38-31.17---+2.60
PH----81.01-82.53---+1.88
RLI---53.45-54.54----+2.04
RS---34.12--34.23----+.32
UNP--90.83-90.86----+.03
USAP--29.90-29.80-- -.33
AP----33.75-34.33----+1.72

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

Disclosure: I don't own any of them.....$#@%it !

billyjoe, thanks for tracking these, dude! Week #1 turned out pretty good for the lucky 13. Next week, after I gather all of the week's information, I will regenerate my top 5 for this quarter. Just like last quarter, I will post additions to the list as "mentionables" after generating the top 5.

Did you check out this week's list? There were approx 80 additions since last week. This is a very strong earnings season to have so many stocks with an earnings growth rate above 35%. This coming week has alot of the mid-size companies reporting results. If the trend continues, I may be adding another 100 stocks for next week's spreadsheet.

[peanuts]

last week's results

IBD 100:
NO STOCKS FIT THIS SCREEN FOR THE WEEK

CANSLIM:
AXR $63.60
CPA $37.95
UARM $45.84

Major Indices move last week: DOW: 0.35%, NAZ: -.64%, S&P500: .22%

TICKER, $beginning price, $ending price, 1 week % return (positive or negative)

IBD 100:
no data

CANSLIM:
AXR, 63.60, 67.00, 5.35%
CPA, 37.95, 36.46, -3.93%
UARM, 45.84, 46.62, 1.70%


The upward momentum to the market has slowed. Volume has remained above average for the week across all indices, but the gains made this week were not in line with the indices performance over the last few weeks. The need for caution is greater. The first 2 weeks of this earnings season have been very promising with big names like AAPL and GOOG reporting outstanding results. The FED decided to maintain rates this session.

[peanuts]

10-27-06 screen results

The IBD Weekly Screen

IBD 100:
FMD $65.46
LQDT $17.88
CPA $36.46
ANST $26.09
GROW $31.94
CTCM $26.73
HWCC $23.27

CANSLIM:
AXR $67.00
CPA $36.46
UARM $46.62

[skiracer]

IBD 100:
FMD $65.46
LQDT $17.88
CPA $36.46
ANST $26.09
GROW $31.94
CTCM $26.73
HWCC $23.27

CANSLIM:
AXR $67.00
CPA $36.46
UARM $46.62

FMD is in a volitaile position right now and it might be a better bet to just watch it for awhile before looking at it long right here. There still might be some left to the downside to take out some of those gains left from that big spike up. The first gap was filled on this recent drop. I like HWCC very much and was looking to take it long near the close on Friday at these levels but decided to wait until Monday to see what goes on at the open but am definitely looking to take a position.

[spikefader]

Unfortunately, I've got a death grip on this puppy (TGE). I put approx 25% of my MOMO funds into it. I really regret it, now, but I doubt I will sell anytime soon (unless the price goes up).

Gee peanuts, I can't help but question that logic. You risk a quarter of the capital with no stop. Are you really willing to lose 25%? Whatever the fundamentals, things can often change and rock the Street....but of course you know this. And if your game plan was always to risk that much, then go ahead and stick to it. Just not sure it makes good mathematical logic.

Technically may retrace to $6.00 to finish the monthly head.....and should you be lucky enough to get a pop to to 12.00 in the next 6 months, might wanna sell it there at the R shoulder top. Good luck with it dude.

[peanuts]

FMD is in a volitaile position right now and it might be a better bet to just watch it for awhile before looking at it long right here. There still might be some left to the downside to take out some of those gains left from that big spike up. The first gap was filled on this recent drop. I like HWCC very much and was looking to take it long near the close on Friday at these levels but decided to wait until Monday to see what goes on at the open but am definitely looking to take a position.

Ski, I'm not concerned with FMD's LT prospects, but the ST technicals make it seem like it could go any which way. HWCC should be a good long if the energy sector sees positive action.

I am more concerned with CPA. Anyone who follows this screen may remember what has happened in the past when a stock makes both the IBD 100 screen and the CANSLIM screen. The first to do so was BOOM, and it dropped like a rock shortly thereafter. The second was FMD, and it too dropped one week after it made both screens. CPA is technically poised to do just the same thing. It has had a recent 1.5 month run-up of 100% ST indicators shows a weakening RSI and a bearish MACD crossover. The weekly chart looks over-extended. I think CPA will fall off a cliff soon.

Here's some links to the past to verify this:
FMD makes both screens
FMD after 1 week on both screens
FMD follows in the footsteps of BOOM- giving a 40% profitable trade

So, what do you think, Ski? Will CPA take the plunge like FMD and BOOM?

[skiracer]

Ski, I'm not concerned with FMD's LT prospects, but the ST technicals make it seem like it could go any which way. HWCC should be a good long if the energy sector sees positive action.

I am more concerned with CPA. Anyone who follows this screen may remember what has happened in the past when a stock makes both the IBD 100 screen and the CANSLIM screen. The first to do so was BOOM, and it dropped like a rock shortly thereafter. The second was FMD, and it too dropped one week after it made both screens. CPA is technically poised to do just the same thing. It has had a recent 1.5 month run-up of 100% ST indicators shows a weakening RSI and a bearish MACD crossover. The weekly chart looks over-extended. I think CPA will fall off a cliff soon.

Here's some links to the past to verify this:
FMD makes both screens
FMD after 1 week on both screens
FMD follows in the footsteps of BOOM- giving a 40% profitable trade

So, what do you think, Ski? Will CPA take the plunge like FMD and BOOM?

I didn't look at CPA's chart yet but I will this afternoon. I still kind of am leaning towards the short side with FMD. I'm still holding a few shares short on FMD in another account and that is what has me leaning in that direction. It has been a great short side play for me and I have to give it that consideration to the shortside because of the few remaining shares left short. I do believe that when it bottoms it will be a great play back up to recent highs. And I think that 1000's of other traders are thinking the same thing.
That is an interesting phenomenom about appearing on both screens and dropping like that. I think that HWCC will be a great long play this week.

[peanuts]

Gee peanuts, I can't help but question that logic. You risk a quarter of the capital with no stop. Are you really willing to lose 25%? Whatever the fundamentals, things can often change and rock the Street....but of course you know this. And if your game plan was always to risk that much, then go ahead and stick to it. Just not sure it makes good mathematical logic.

Technically may retrace to $6.00 to finish the monthly head.....and should you be lucky enough to get a pop to to 12.00 in the next 6 months, might wanna sell it there at the R shoulder top. Good luck with it dude.

Yeah, Spike, that earnings report really threw a monkey wrench into my plan. The TGE position will remain. I have also held TIII all the way down to a 30% loss, and did not sell. Just last week, it made it all the back to my entry. The thing with these MOMO plays is that I buy them at a fundamental valuation that I feel is fair. The crazy market can price equities all over the spectrum, but I find that fundamental values are usually within reach, and the probability of a stock trading too far away from its fundamental value is slim to none on the MOMO plays I make. TGE is fundamentally sound, and for the MOMO plays, that is what matters most.

Regarding the risk I am taking... the way that I look at it, all my MOMO portfolio is actually like free money. I can explain it, but it takes some time. Basically, I've been able to use the MOMO portfolio to fund my other portfolios. Once I reach a certain $ level, I withdraw a certain percentage (20%) and switch the funds to another account, then start again with the same principal in the MOMO account. The risk is minimal if you consider my total portfolio of all holdings. Basically, were looking at a position that is approx 2-3% of my total portfolio with a fundamentally sound company. I hate the current price, but I'm not scared that this company is going to fail or anything...

btw: speaking of my MOMO port, you may want to check out the TA on USLM... seems to me like it wants to pop.

[peanuts]

USLM earnings last night

CURRENT MOMO PORTFOLIO:

USLM avg price $29.8961
TIII avg price $3.0873
TGE avg price $9.40
approx 25% is CA$H

duh, guys, wake up!!!! I've been telling you about this company for months now....

EARNINGS LINK

[peanuts]

MOMO update

CURRENT MOMO PORTFOLIO:

USLM avg price $29.8961
TIII avg price $3.0873
TGE avg price $9.40
(approx 25% is cash)

Today I have again become fully invested in my MOMO portfolio. I put the remaining cash to work in a company that does not fully meet all of the criteria for this screen, but should give me nice gains. The stock is Smith A O Corporation, ticker: AOS. The criteria which AOS does not meet is market capitalization. The criteria prefers less than 500M mkt cap, but AOS currently has a mkt cap of just over 1B, which is only 66% of its enterprise value. Smith has consistently increased their earnings, and today I see a great technical entry to the stock. I purchased shares of AOS at $35.12 after it successfully found support again at $35