Portfolio of the week - 2007

[ywamchris]

I never heard that Alibaba would IPO in the USA???

Nope it will be on the HK exchange.

[IIC]

I've been hearing this excuse from my colleagues in our SD office, too. Hope it's not too disruptive for you, jiesen.

Heard about an hour ago that 250,000 are being evacuated in San Diego County.

Yesterday I could see the smoke from the Malibu and Canyon Country Fires from my house...Malibu is about 15+ miles from me and Canyon Country is about 30 miles

... The labs have closed down at work, ...

I've been hearing this excuse from my colleagues in our SD office, too. Hope it's not too disruptive for you, jiesen.

[Gary611]

FIOS Long!!!!!!

Well, I thank everyone, good luck to all this week, this knuckle-head is late because today I switched isp's to Verizon FIOS. It took the guy all day to install, now I am in the process of doing the e-mail change thing.
Next week, I'll be early, NYUK, NYUK!!!

[IIC]

how's the smoke where you are, Doug? It's miserable down here in (pretty much all of) SD. The labs have closed down at work, library is shut at the university, there's not much open anywhere... only thing left to do is surf the web. Can't go run in this thick air, either.

VERY busy day...no smoke near me but dealing with work smoke related issues all day since my buildings are all over the place

[IIC]

Yeah it's pretty quiet here. (myself included)

I thought it would be busier with the looming "bounce" or "drop"

Good call on CRNT Doug, I was in and out +11% Though I am still down a bit in IBN. I'm holding PCP through earnings as well as a little VDSI.

Have you checked out Alibaba. it will be available beginning of November. Any thoughts Doug???

Chris

I never heard that Alibaba would IPO in the USA???

[jiesen]

Anyone awake today???

how's the smoke where you are, Doug? It's miserable down here in (pretty much all of) SD. The labs have closed down at work, library is shut at the university, there's not much open anywhere... only thing left to do is surf the web. Can't go run in this thick air, either.

[ywamchris]

Anyone awake today???

Yeah it's pretty quiet here. (myself included)

I thought it would be busier with the looming "bounce" or "drop"

Good call on CRNT Doug, I was in and out +11% Though I am still down a bit in IBN. I'm holding PCP through earnings as well as a little VDSI.

Have you checked out Alibaba. it will be available beginning of November. Any thoughts Doug???

Chris

[IIC]

Anyone awake today???

[IIC]

Doug,

I was trying to encourage Rob for all the energy he is spending on the POTW reports. Point in case; if Rob stops rhyming, Peanuts may try to pick up the slack and who knows what He and his dog would subject us to...

And Kudos to you for having more than 150k views on your thread!!

BTW, I see your SoCal coupons link... you should check out http://www.localelements.com/ .......

thx Chris.


Rob...I will take JOBS long...thx Doug(IIC)

[Gatorman]

POTW Pick

Will take APPY long

[IIC]

Not a bad choice...I had lunch w/ a guy yesterday that I met via an old forum that I quit a long time ago...That was one of the stocks I suggested that he watch as it is straddling the 50sma...As I've mentioned I've met over 60 people in person that I originally knew via stock forums...However, he is the first one I've met in person in about a year.

CRNT remains #2 on the IIC 100 next week even with the pullback. One suggestion I have thrown out before for growth investors is to check out the stocks that appear on both the IIC 100 and IBD 100.

I will not post them but everyone has access to the IIC 100...If you have access to the IBD 100 you can easily figure out the 33 which are on both lists this week. I put them both in separate folders at Stockcharts and then just run a scan and it tells me which ones are on both lists.

You could also put them in .xls and tell pretty quickly too.

The IIC 100 has 14 stocks under $15 this week... so out of the remaining 86...33 (or 38%) are on both lists...It has been fairly consistent that 30-35 are on both lists recently...However, with earnings season that number may go down quite a bit...At least it has during past earnings seasons...The lowest number on the combo list that I've ever seen is 7.

8:09AM Ceragon beats by $0.01, beats on revs; guides FY07 revs above consensus (CRNT) 16.25 : Reports Q3 (Sep) earnings of $0.13 per share, excluding non-recurring items, $0.01 better than the Reuters Estimates consensus of $0.12; revenues rose 45.9% year/year to $44.5 mln vs the $39.3 mln consensus. Co issues upside guidance for FY07, sees FY07 rev growth of 47-50% yr/yr which equates to roughly $159.4-162.6 mln vs. $151.76 mln consensus

[mimo_100]

In view of the crazy market, take me OUT of SSTR and put me into SRS LONG. SRS is an invesrse ETF that double shorts the Real estate Index!

FYI Rule #4 on the First page:

#4 NYSE, NASDAQ, and AMEX listed stocks will be the only possible sources of stocks from which to choose each week's stock. This is a stock picking contest, so avoid choosing ETF's. OTCBB and pink sheet stocks are not allowed.

[mimo_100]

GVP long please

GVP long please, Rob

[Peter Hansen]

CANCEL SSTR LONG and Put me in SRS LONG

In view of the crazy market, take me OUT of SSTR and put me into SRS LONG. SRS is an invesrse ETF that double shorts the Real estate Index!