Peanut's Potent Plethora of Profit

[New-born baby]

NB, I looked at B and liked it initially.....until I counted the long-term chart.....

You know, a guy that looks out for your backside while you are in a fight is a pretty good guy to have around. THANKS, SPIKE!

[peanuts]

Here's my top 5 for the current quarter:

AP profile / chart / key statistics
B profile / chart / key statistics
CKH profile / chart / key statistics
TWIN profile / chart / key statistics
RBC profile / chart / key statistics

Other mentionables:
GIFI RJET RDC USAP ZEUS CGX CSS KTCC NC STTX USLM RCII PCU TWGP RS

Ok, I bought my first position this morning. I picked up RBC @ $48.50

[peanuts]

Here's my top 5 for the current quarter:

AP
profile / chart / key statistics
B
profile / chart / key statistics
CKH
profile / chart / key statistics
TWIN
profile / chart / key statistics
RBC Nov 6, bought @ $48.50
profile / chart / key statistics

Other mentionables:
GIFI RJET RDC USAP ZEUS CGX CSS KTCC NC STTX USLM RCII PCU TWGP RS

woah, Nelly! I just bought another position: Just picked up CKH on a trade trigger order, got the shares @ $90.10

[peanuts]

and another...

Here's my top 5 for the current quarter:

AP
profile / chart / key statistics
B
profile / chart / key statistics
CKH Nov 6, bought @ $90.10
profile / chart / key statistics
TWIN
profile / chart / key statistics
RBC Nov 6, bought @ $48.50
profile / chart / key statistics

Other mentionables:
GIFI RJET RDC USAP ZEUS CGX CSS KTCC NC STTX USLM RCII PCU TWGP RS

busy busy busy... just bought TWIN @ $34.00

[peanuts]

Here's my top 5 for the current quarter:

AP
profile / chart / key statistics

B
profile / chart / key statistics

CKH Nov 6, bought @ $90.10
profile / chart / key statistics

TWIN Nov 6, bought @ $34.00
profile / chart / key statistics

RBC Nov 6, bought @ $48.50
profile / chart / key statistics

Other mentionables:
GIFI RJET RDC USAP ZEUS CGX CSS KTCC NC STTX USLM RCII PCU TWGP RS

Guess what??? I made the final purchases for the portfolio. I bought AP @ $33.50 and I bought B @ $20.15.

It was not the best entry for AP. I've been watching it throughout the day and I just don't see it slowing down for some time. Fundamentally, I'm pleased with the prices paid for the positions. Technical entries for a few could have been better. After reading Spike's comments about B (thanks, dude!), I decided to place some stops on the position just in case the C wants to come and get me.

I'll update the portfolio changes (if any) on this thread during this coming quarter, and note the changes on the original Earnings Growth post. Wish me luck!

[Tatnic]

It makes you wonder if he sees that he is missing out on some additional gains that look attractive to him, or whether he thinks that the market environment no longer suits his current trading program... Either that, or the article is right- he's just doing it to see if he can.

well, I can only guess, so here it goes.

He has been running an incredibly successful hedge fund based solely on a mathematical model.

He has basically liquidated that fund.

He want to start a fund for institutional investors that has a long term horizon, developed by the same people that developed his short-term model.

Lastly, we are all insignificant morons compared to his quants, so we can't really garner anything useful from that article...oh, except that the longer our time frame, the more likely we are to be correct.

Just a guess...no one knows how to predict the future.

[peanuts]

Superior Essex

Hey everyone,

I don't have much time to post right now, but I've done some checking on some of my past holdings and I came across SPSX. I have a note on it from mid-Oct that tells me to look below the $37 area to buy back in. I don't have time to post a chart, but I think that the price is at medium technical support, and today might offer a great long entry. I don't know if I'll have the time to see how it trades today, but it looks like an important day- not just for SPSX, but for the entire market!

as a side note: SPSX was an Earnings Growth holding last quarter, and did make the initial list this quarter as well.

Here's a quick chart: LINK

[billyjoe]

As of 12:59 EST Peanuts lucky 13 port---12 up --1 down since inception

-----------------Doug's big 11 port-------10 up---1 down

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

[billyjoe]

Peanuts Lucky 13 Portfolio Week Ending 11/10/06

Peanuts keeps the pressure on Doug (IIC) with an amazing 11 advancers and just 2 decliners for the week.

Stock--------10/30/06-------11/10/06--------% Gain/Loss

CLDN-----------19.35---------19.44----------- +.47%
FCX------------56.00---------58.82------------+5.04
STLD-----------58.12---------59.81------------+2.91
ALB------------62.00----------66.06------------+6.55
AME------------46.20---------47.25------------+2.27
CPSS------------6.59----------7.07-------------+7.28
GSBC-----------30.38---------30.24------------ -.46
PH--------------81.01---------84.09------------+3.80
RLI-------------53.45----------54.84------------+2.60
RS------------- 34.12----------33.44----------- -1.99
UNP------------90.83----------91.14------------+.34
USAP-----------29.90----------31.09------------+3.98
AP-------------33.75----------35.98------------ +6.61

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

[skiracer]

Peanuts Lucky 13 Portfolio Week Ending 11/10/06

Peanuts keeps the pressure on Doug (IIC) with an amazing 11 advancers and just 2 decliners for the week.

Stock--------10/30/06-------11/10/06--------% Gain/Loss

CLDN-----------19.35---------19.44----------- +.47%
FCX------------56.00---------58.82------------+5.04
STLD-----------58.12---------59.81------------+2.91
ALB------------62.00----------66.06------------+6.55
AME------------46.20---------47.25------------+2.27
CPSS------------6.59----------7.07-------------+7.28
GSBC-----------30.38---------30.24------------ -.46
PH--------------81.01---------84.09------------+3.80
RLI-------------53.45----------54.84------------+2.60
RS------------- 34.12----------33.44----------- -1.99
UNP------------90.83----------91.14------------+.34
USAP-----------29.90----------31.09------------+3.98
AP-------------33.75----------35.98------------ +6.61

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

Whoa Doug! Nice list Peanuts.

[peanuts]

Andersons

I've been keeping track of the Earnings Growth screen green picks and when I was reviewing the weekly movements, I saw that ANDE was making strong moves to the upside. As a matter of fact, it was one of the best performers on the entire list. This made me look a little deeper into the company and the chart, and I see that I may have initially skipped over a real gem when searching for my top 5.

ANDE, as of Nov 4, has a P/E of 10, P/B of 3.06, P/S of .4, current EPS of 3.39 and projected EPS of 5.15 (52% growth) for next year. Though the P/B doesn't make you think this is cheap, the other figures are outstanding and with current projections, and the recent quarterly results which confirmed the growth potential, this company is selling at a huge discount to both current earnings and projected earnings.

Here's what I think of the chart:

ps. sorry about the misprint- it should read, "SHS reversal formation", not "HSH"

I'm a buyer of ANDE, and will hold this in 2 portfolios of mine. This will be part of my LT portfolio.

[IIC]

Peanuts...Question I keep forgetting to ask...Why do you use a 2,13,12 MACD?...thx...Doug

[peanuts]

Peanuts...Question I keep forgetting to ask...Why do you use a 2,13,12 MACD?...thx...Doug

It's the best short term MACD indicator that I have been able to use on nearly all stocks. I got it from a very good chartist that no longer posts in the same place, so I can't ask him why these parameters work so well... they just do.

[billyjoe]

Peanuts,
ANDE has close ties with ethanol. They ship grain in their tankers and took a big hit as oil dropped as you may know.

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

[IIC]

It's the best short term MACD indicator that I have been able to use on nearly all stocks. I got it from a very good chartist that no longer posts in the same place, so I can't ask him why these parameters work so well... they just do.

OK...I use different ones other than the default too...I'm gonna go back and check the one you use...thx...Doug