Pete's Money Makers

[Peter Hansen]

JASO ARGH HSPO and MOBL

4 quick ones for you JASO and ARGN probably the best bets ...HSPO and MOBL for the penny stock cowboys. I think BEST choice of the 4 is JASO. As the street vendors on 42nd street in NYC used to say , while handing out the Massage Parlor Fliers........."CHECK IT OUT"

[riverbabe]

Jaso

4 quick ones for you JASO and ARGN probably the best bets ...HSPO and MOBL for the penny stock cowboys. I think BEST choice of the 4 is JASO. As the street vendors on 42nd street in NYC used to say , while handing out the Massage Parlor Fliers........."CHECK IT OUT"

Up almost 20% in a week. LOVE JASO

[Tatnic]

Up almost 20% in a week. LOVE JASO

WFR is the king of all things solar. But I also like jaso and will probably lose it because I wrote july 35's against it last week....moron!

[Peter Hansen]

River any TSL on JASO?

Up almost 20% in a week. LOVE JASO

River I hope ya have a TSL on JASO to protect that 20%. The TSL should be about as tight as that Bikini you are wearing. LOL I have set my TSL at 8%

[riverbabe]

River I hope ya have a TSL on JASO to protect that 20%. The TSL should be about as tight as that Bikini you are wearing. LOL I have set my TSL at 8%

Peter, thank you looking out for my best interests here. Don't like the terms and conditions of trailing stops at Scottrade. Have put in hard stop at 36.99. Will run with that with decent gain and get in later in a p/b. River

[Tatnic]

Tatnic,
in all honesty i don't think the new phone is going to be that strong to drive sales and earnings enough to provide the impetus for the hedge funds and institutional money to flood into this stock at these recent prices and levels. maybe the retail guys will be fooled but the institutions will be selling into their buying as they take their profits from the 90 levels. take a look at the daily chart and you can see the money in under these levels and the room for profit taking. friday was a pretty good example of the momo players at work during the morning into the mid afternoon and then the swoon back as they took their profits selling into any strength at the end of the day.
it topped out at 127 back in the beginning of june and and that was the real point to short or buy puts as it fell back to 115 range. that was followed by a decent gap up to 125 and it couldn't hold that level either as it pulled back from that point to fill the previous gap up. actually there is a small symetrical triangle forming, which in itself is bullish, from that gap up until the present but the candles are showing me that the strength is just not there at these prices.
it is also sitting right on it's 20 ema which it has been riding throughout this entire uptrend. if it breaches the 20 ema the 50 ma is at 112. there is plenty of room for profit taking. take a look at spikes chart on it. it's at the end of the 3rd wave up and the 4th wave could take it to the 50 ma. another thing is that the PSAR, except for a couple of brief moments, has been on the bottom throughout this entire uptrend since back in mid april. that's bearish.
i bought the puts at the 3 range and am down about .16 or so right now. my gut is telling me it is ripe for a fall and the puts were the cheapest way for me to leverage the most shares. also the markets could play havoc with it if they tank at all which i feel they are due for a correction of sorts. any move down with the markets or some disturbing news about the new phone will provide what i am looking for and i'm not looking to get rich but only to take a few bucks out of it.
one other thing. you're a smart guy. are you rushing out to buy the stock or the call options at these prices. i always ask myself that question first. I'm not and wouldn't so i like it the other way. i'm holding 15 contracts at 3.

I'm not nearly as smart as the market. AAPL broke above my line in the sand, ie 125 so I should be buying it here but probably won't.

[Peter Hansen]

TRMB Where am I ?

Now if I were trying to find my way to Riverbabe's house, wouldn't I want the best navigation device available? Trimble Navigation TRMB which closed at $32.30 on 6/29/07 would probably make that GPS.
Back in 1978 Charles Trimble and 2 other partners from Hewlett-Packard purchased the GPS technology from HP and founded Trimble Navigation. TRMB was among the first companies to integrate GPS technology with communications technology. Users could now locate anything on the face of the earth, and share information and messages at the same time .

TRMB Highlights

1) Since 1979 TRMB revenues have grown from 270 million to 940 million in 2006.
2) Earnings have grown 46% annually over the past 5 yrs
3) For 1st quarter 2007, ending March 30th, revenue was $285.7 million , up approximately 27% from revenue of 225.9 million 1st quarter of 2006.
4) TRMB has plenty of CASh and negligible debt.
5) TRMB has been acquiring smaller compatible companies and is expanding into internaional markets

TRMB with its good financials and excellent management team may be worthy of a slot in your portfolio.

[skiracer]

it didn't go as expected and i'm out at a loss of 50.00 per contract for a 750.00 loss on the put options. i like the same puts at these levels and would consider another play thursday once i see which way the wind is going to blow. if this level (127) holds as resistance (it did last week) then those puts at 1.45 range might look more attractive. one thing about the options is that they are not anywhere as easy to exit (find a buyer) as when trading a stock. way past a 7% loss. more like 16/17%. tuesdays whole days gains were predicated on a news bite that AAPL was going to have a very big profit margin on each new iphone sold. i read that it was around 250.00 per phone net but before advertising and other marketing costs were plugged in so it's probably a bit less than the 250.00. i still think it is being driven by the retail guys and that the institutional money is selling into any strength. stopped tuesday right on that resistance at 127. thursday will be an interesting day for AAPL.

[riverbabe]

AAPL I-Phone Alternative?

T-Mobile is a division of Deutsche Telekom. A daily chart of DT follows this article. (Sorry it's small, but it should give you some idea). River
--------------------------------------------------------------------------

July 5, 2007
State of the Art
IPhone-Free Cellphone News
By DAVID POGUE
Man, oh man. How’d you like to have been a PR person making a cellphone announcement last week, just as the iPhone storm struck? You’d have had all the impact of a gnat in a hurricane.

But hard to believe though it may be, T-Mobile did make an announcement last week. And even harder to believe, its new product may be as game-changing as Apple’s.

It’s called T-Mobile HotSpot @Home, and it’s absolutely ingenious. It could save you hundreds or thousands of dollars a year, and yet enrich T-Mobile at the same time. In the cellphone world, win-win plays like that are extremely rare.

Here’s the basic idea. If you’re willing to pay $10 a month on top of a regular T-Mobile voice plan, you get a special cellphone. When you’re out and about, it works like any other phone; calls eat up your monthly minutes as usual.

But when it’s in a Wi-Fi wireless Internet hot spot, this phone offers a huge bargain: all your calls are free. You use it and dial it the same as always — you still get call hold, caller ID, three-way calling and all the other features — but now your voice is carried by the Internet rather than the cellular airwaves.

These phones hand off your calls from Wi-Fi network to cell network seamlessly and automatically, without a single crackle or pop to punctuate the switch. As you walk out of a hot spot, fewer and fewer Wi-Fi signal bars appear on the screen, until — blink! — the T-Mobile network bars replace them. (The handoff as you move in the opposite direction, from the cell network into a hot spot, is also seamless, but takes slightly longer, about a minute.)

O.K., but how often are you in a Wi-Fi hot spot? With this plan, about 14 hours a day. T-Mobile gives you a wireless router (transmitter) for your house — also free, after a $50 rebate. Connect it to your high-speed Internet modem, and in about a minute, you’ve got a wireless home network. Your computer can use it to surf the Web wirelessly — and now all of your home phone calls are free.

You know how people never seem to have good phone reception in their homes? How they have to huddle next to a window to make calls? That’s all over now. The free router is like a little T-Mobile cell tower right in your house.

Truth is, the HotSpot @Home phones work with any Wi-Fi (802.11b/g) router, including one you may already have. But T-Mobile’s routers, manufactured by D-Link and Linksys, have three advantages.

First, you turn on the router’s encryption — to keep neighbors off your network — by pressing one button, rather than having to fool with passwords. Second, these routers give priority to calls, so that computer downloads won’t degrade your call quality. Third, T-Mobile’s routers greatly extend the phone’s battery life. The routers say, in gadgetese, “I’m here for you, any time,” just once, rather than requiring the phone to issue little Wi-Fi “Are you there?” pings every couple of minutes.

T-Mobile was already a price leader in the cellphone game. But the HotSpot @Home program can be extremely economical, in four ways.

SAVING NO. 1 It’s not just your calls at home that are free; you may also get free calls at your office, friends’ houses, library, coffee shops and so on — wherever Wi-Fi is available. You can access both unprotected and password-protected Wi-Fi networks (you just enter the password on the phone’s keypad).

The phone has a built-in Search for Networks feature. Once you select a wireless network, the phone memorizes it. The next time you’re in that hot spot, you’re connected silently and automatically.

There’s one big limitation to all this freeness: these phones can’t get onto any hot spot that require you to log in on a Web page (to enter a credit card number, for example). Unfortunately, this restriction rules out most airports and many hotel rooms.

There’s one exception — or, rather, 8,500 of them: T-Mobile’s archipelago of hot spots at Starbucks, Borders and other public places. In these places you encounter neither the fee nor the Web-page sign-in that you would encounter if you were using a laptop; the words “T-Mobile Hot Spot” simply appear at the top of your screen, and you can start making free calls.

The cool part is that, depending on how many calls you can make in hot spots, the Wi-Fi feature might permit you to choose a much less expensive calling plan. If you’re a heavy talker, you might switch, for example, from T-Mobile’s $100 plan (2,500 minutes) to its $40 plan (1,000 minutes). Even factoring in the $10 HotSpot @Home fee, you’d still save $600 a year.

SAVING NO. 2 T-Mobile’s billing system isn’t smart enough to notice handoffs between Wi-Fi and cellular networks. So each call is billed according to where it begins. You can start a call at home, get in your car, drive away and talk for free until the battery’s dead.

The opposite is also true, however; if you begin a call on T-Mobile’s cell network and later enter a Wi-Fi hot spot, the call continues to eat up minutes. If HotSpot @Home catches on, therefore, the airwaves will reverberate with people coming home and saying, “Hey, can I call you right back?”

SAVING NO. 3 When you’re in a hot spot, T-Mobile has no idea where you are in the world. You could be in Des Moines, Denmark or Djibouti. So this is a big one for travelers: When you’re in a hot spot overseas, all calls to United States numbers are free.

SAVING NO. 4 T-Mobile’s hope is that you’ll cancel your home phone line altogether. You’ll be all cellphone, all the time. And why not, since you’ll now get great cell reception at home and have only one phone number and voicemail? Ka-ching: there’s an additional $500 a year saved.

Have T-Mobile’s accountants gone quietly mad? Why would they give away the farm like this?

Because T-Mobile benefits, too. Let’s face it: T-Mobile’s cellular network is not on par with, say, Verizon’s. But improving its network means spending millions of dollars on new cell towers. It’s far less expensive just to hand out free home routers.

Furthermore, every call you make via Wi-Fi is one less call clogging T-Mobile’s cellular network, further reducing the company’s need to spend on network upgrades.

In principle, then, HotSpot @Home is a revolutionary, rule-changing, everybody-wins concept. But before you go canceling lines and changing calling plans, consider a few small flaws.

At the moment, you have a choice of only two phones: the Nokia 6086 and Samsung t409. Both of these are small basic flip phones (both $50 after rebate and with two-year commitment). They sound terrific; over Wi-Fi, in fact, they produce the best-sounding cellphone calls you’ve ever made. But the screens are small and coarse, and the features limited. Fortunately, T-Mobile intends to bring the HotSpot @Home feature to many other phones in the coming months.

The Wi-Fi sucks power, too; these phones get 6.5 hours of talk time on the cell network, but only 4 hours over Wi-Fi.

Finally, T-Mobile eventually intends to price the service at $20 a month, or $30 for family plans. Only people who sign up during the introductory period (now through an unspecified end date) will be offered the $10 price, or $20 for families.

Even at the higher price, you could still come out ahead. With HotSpot @Home, T-Mobile has taken a tremendous step into the future. Most phone companies cower in fear when you mention voice calls over the Internet (Skype, Vonage and so on). After all, if the Internet makes the price approach zero, who will pay for phone service?

But T-Mobile has found a way to embrace and exploit this technology to everyone’s benefit. The result is a smartly implemented, technologically polished, incredibly inexpensive way to make over your phone lifestyle.

E-mail: [email protected]

[Peter Hansen]

ACH + Beijing + 2008 Olympics = $$$$$

Aluminum Corp Of China ( ACH ) closed 7-3/07 at $48.62 The company is interesting because it is the 2nd largest Alumina producer in the world. Alumina is the raw material used to produce aluminum, and since China is booming, so is ACH's business. ACH supplies 70% of all aluminum products used in China . China's demand for Al is up 40% this year alone, making it the LARGEST user of aluminum in the world.
Unfortunately Aluminum smelters produce large amounts of pollutants which spill into China's rivers. With the Olympics coming in 2008, China wishes to clean up the environment and make Beijing and the Olmpic area a showpiece for the world. To do this China is shutting down the polluting smaller companies, and placing severe environmental requirements on all new companies starting in the business. FORTUNATELY ACH's plants already meet all requirements placing it in the "Cat Bird" seat. Selling more aluminum in China for ACh is like shooting fish in a barrel , and you have all the big guns.
ACH is in the process of buying up the smaller opeators and thereby increasing its production capacity by 300,000 tons per year.
China is also the LARGEST user of copper, and ACH ( Just Happened ) to buy Peru copper for 792 million , and It also spent 73 million for a 44% stake in a copper facility in Shanghai, and they are pouring in an aditional 144 million to triple the production of copper. Between now and the 2008 Olympics there is nothing to stop this cash cow from making tons of money.
Goldman Sachs recently upgraded ACH's shares and almost DOUBLED its 12 month price target. The chart looks super, and with the olympics and construction boom in China .......my advice would be to hop on board this express train . ACH is really a no brainer stock to buy for long term profits.

[spikefader]

Wow huh.

[skiracer]

Wow huh.

talk about being on the wrong side of the street. they see something that i don't.

[Tatnic]

it didn't go as expected and i'm out at a loss of 50.00 per contract for a 750.00 loss on the put options. i like the same puts at these levels and would consider another play thursday once i see which way the wind is going to blow. if this level (127) holds as resistance (it did last week) then those puts at 1.45 range might look more attractive. one thing about the options is that they are not anywhere as easy to exit (find a buyer) as when trading a stock. way past a 7% loss. more like 16/17%. tuesdays whole days gains were predicated on a news bite that AAPL was going to have a very big profit margin on each new iphone sold. i read that it was around 250.00 per phone net but before advertising and other marketing costs were plugged in so it's probably a bit less than the 250.00. i still think it is being driven by the retail guys and that the institutional money is selling into any strength. stopped tuesday right on that resistance at 127. thursday will be an interesting day for AAPL.

I don't believe for a second that aapl is being driven up by mom and pop...not for a second. Aapl is the grandaddy of all things tech and any institutional investor worth their salt is buying this and showcasing it.

Just because its high-priced doesn't mean its expensive.

[skiracer]

I don't believe for a second that aapl is being driven up by mom and pop...not for a second. Aapl is the grandaddy of all things tech and any institutional investor worth their salt is buying this and showcasing it.

Just because its high-priced doesn't mean its expensive.

Did you buy any or take any position in it at all Tatnic. I don't think it is being driven only by retail, and calling it mom and pop gives it a much more unsophisticated ring, but by sophisticated momentum traders that are capitalizing on this wave of buying on the new phone. I still like it to go down and bought the 110 and 115 puts this morning. I think you are going to hear some bad news about the phones that is going to bring the whole thing back to earth. But who knows. You can only put your money where your mouth is. That first trade certainly didn't work out for me but I made it on what I believed. We'll see how the 2nd round goes this coming week. I'm looking for any negative news and I am hearing some negative whisperings about the phone.

[New-born baby]

$135 for sure with the breakout now . . . maybe $150.

I noticed that the second day after you bought the puts that a symmetrical triangle formed, and then two days later it busted out with power: up $5.97 in one day.

This dog may even run to $150.