Pete's Money Makers

[Peter Hansen]

8 For 5/30/08

TGIF ...wow what a week .but better days are coming. These 8 should round off the week .....the futures are up slightly .......and these should do well .

1. TGH
2. SDA
3. GTI
4. JOYG
5. ARBA
6. WRLD
7. GRC
8. OFI

Good luck to all .....remember .as these stocks rise ......set tight stops and lock in your profits .......GOOD LUCK TO ALL AND HAVE A BEAUTIFUL WEEKEND!

[mrmarket]

TGIF ...wow what a week .but better days are coming. These 8 should round off the week .....the futures are up slightly .......and these should do well .

1. TGH
2. SDA
3. GTI
4. JOYG
5. ARBA
6. WRLD
7. GRC
8. OFI

Good luck to all .....remember .as these stocks rise ......set tight stops and lock in your profits .......GOOD LUCK TO ALL AND HAVE A BEAUTIFUL WEEKEND!

ok Pedro..which one of the 8 do you like the best?

[Peter Hansen]

MR M I like GTI

ok Pedro..which one of the 8 do you like the best?

Mr M the chart for GTI looks great ....but these are momentum stocks and the picks will last for 2 -10 days ......I generally raise the stop as a stock rises .......eventually it will fall back and sell itself......and hopefully I will have a small profit . Here is a chart of GTI, I am not concerned with the fundamentals .......but the stock is at a 52 Wk High ....and look at that sweet incline up!

http://bigcharts.marketwatch.com/print/print.asp?sid=1131696&symb=gti&time=6&freq=1&compidx=&comp=&ma=&maval=&uf=&lf=2&lf2=4&lf3=1024&type=&size=&country=us&o_symb=&startdate=&enddate=&style=320&backurl=%2Fquickchart%2Fquickchart.asp&prms=qcd&default=false&originalstyle=320&originalurl=%2Fquickchart%2Fquickchart.asp%3Fframes%3D0%26symb%3Dgti%26unused%3D0%26o_symb%3Dgti%26freq%3D1%26time%3D6%26style%3D320%26default%3Dtrue%26backurl%3D%252Fquickchart%252Fquickchart%252Easp%26prms%3Dqcd%26sid%3D1131696

[Peter Hansen]

RESULTS for 3 Portfolios

Here are the results for 3 portfolios , 50 K ws placed in each split equally between 10 stocks and set up im AOL . I shall discontinue 2 and keep the one which terminates on 6/6/08 running until that date . I shall post my 10 NEW picks tomorrow.

Thos portfolio did well since 5/12/08 - 5/30/08 It ws UP 23.13%


5/12-5/23/08 52Wk Hgh

Value: 61,567.23 Gain/Loss: +11,567.23 (+23.13%) Today: +2,055.35 (+3.45%)

Symbol Shares Last/NAV Net Change Pur. Price Gain/Loss Value
BZP 211.2379 22.74 +0.21 23.67 -196.45 4,803.55
CLR 94.0203 64.17 +2.51 53.18 +1,033.28 6,033.28
ENER 104.734 63.48 +8.78 47.74 +1,648.51 6,648.51
ENP 207.0393 25.99 +0.94 24.15 +380.95 5,380.95
GEOI 249.6257 25.39 +1.32 20.03 +1,337.99 6,338.00
MEA 326.5839 15.90 -0.05 15.31 +192.68 5,192.68
PDO 566.8934 17.4899 -0.0401 8.82 +4,914.91 9,914.91
SD 99.5422 55.00 +0.10 50.23 +474.82 5,474.82
SOL 256.5418 25.08 +1.63 19.49 +1,434.07 6,434.07
TE 262.4672 20.37 -0.22 19.05 +346.46 5,346.46


Last Updated: 8:31 PM on 05/31/08


This Portfolio ws up only 7.12% from 5/19/08-5/30/08


For best results, choose "Landscape" format, using the Print settings.

Mr M 5/19-5/30/08

Value: 53,542.25 Gain/Loss: +3,557.85 (+7.12%) Today: +749.21 (+1.42%)

Symbol Shares Last/NAV Net Change Pur. Price Gain/Loss Value
CPE 194.2502 25.92 +0.52 25.74 +34.97 5,034.97
CPX 172.4 28.66 +0.06 28.99 -56.89 4,940.98
GTI 202.6753 26.40 +0.38 24.67 +350.63 5,350.63
JRCC 136.43 38.09 +2.04 36.55 +210.10 5,196.62
MEA 310.752 15.90 -0.05 16.09 -59.04 4,940.96
MXC 254.4529 31.81 +0.3001 19.65 +3,094.15 8,094.15
PCX 53.6193 108.13 +8.79 93.25 +797.86 5,797.85
PDO 317.6628 17.4899 -0.0401 15.74 +555.88 5,555.89
TELOZ 145.3066 29.33 -0.42 34.41 -738.16 4,261.84
VISN 231.3754 18.88 -0.76 21.6099 -631.63 4,368.37


This Porfolio started on 5/27/08 and will run until 6/6/08 It was up only ,78% for the last 4 days

5/27/-6/6/08 52Wh HGH

Value: 50,380.89 Gain/Loss: +380.89 (+0.76%) Today: +225.95 (+0.45%)

Symbol Shares Last/NAV Net Change Pur. Price Gain/Loss Value
BRNC 277.3156 18.18 +0.12 18.03 +41.60 5,041.60
CRMT 309.2146 16.49 +0.02 16.17 +98.95 5,098.95
FDG 63.2671 80.00 +2.37 79.03 +61.37 5,061.37
FLS 38.429 138.52 +2.34 130.11 +323.19 5,323.19
FMX 107.0664 47.05 -0.43 46.70 +37.47 5,037.47
OFI 657.8947 7.91 -0.14 7.60 +203.95 5,203.95
REXX 210.7926 22.36 +0.17 23.72 -286.68 4,713.32
SSP 103.0503 47.10 0.00 48.52 -146.33 4,853.67
VTG 581.3954 8.30 -0.09 8.60 -174.42 4,825.58
ZEUS 80.36 64.98 +1.26 62.22 +221.79 5,221.79


Last Updated: 8:41 PM on 05/31/08

[mrmarket]

Mr M the chart for GTI looks great ....but these are momentum stocks and the picks will last for 2 -10 days ......I generally raise the stop as a stock rises .......eventually it will fall back and sell itself......and hopefully I will have a small profit . Here is a chart of GTI, I am not concerned with the fundamentals .......but the stock is at a 52 Wk High ....and look at that sweet incline up!
http://bigcharts.marketwatch.com/pri...6sid%3D1131696

I like it also..well done. Keep these picks coming. I enjoy reading this thread.

[Peter Hansen]

New Portfolio For 6/2/08

Here are my NEW picks for 6/2/ -6/6/08 This "Hypothetical Portfolio was set up in AOL ....with 50 K divided equally among 10 stocks . If you buy all 10 set tight trailing stops . For example , consider the high and low prices from the previous day. Suppose the High for a particular stock was $44. and low was $42. There is a 2 dollar difference between high and low , and suppose you paid $43 ......simply set the stop at $41, ( 2 dollars less than your buy price) or use a trailing stop of 2 dollars . Doing this will protect your capital if the stock should suddenly sink! Never "MARRY" or fall in love with any stock ....ALWAYS set your stops, and if you are more risk adverse you may choose a "MAXIMUM" 8% Trailing Stop Loss . I believe this is what Investors Business Daily Recommends.


For best results, choose "Landscape" format, using the Print settings.

6/2-6/6/08 52Wk High

Value: 50,000.00 Gain/Loss: 0.00 (0.00%) Today: 0.00 (0.00%)

Symbol Shares Last/NAV Net Change Pur. Price Gain/Loss Value
CLF 46.8604 106.70 +5.61 106.70 0.00 5,000.00
CLR 77.918 64.17 +2.51 64.17 0.00 5,000.00
CWEI 53.0391 94.27 +9.75 94.27 0.00 5,000.00
HIL 309.5975 16.15 +0.19 16.15 0.00 5,000.00
HK 170.1838 29.38 +3.43 29.38 0.00 5,000.00
JOYG 59.3612 84.23 +3.79 84.23 0.00 4,999.99
MDU 151.3775 33.03 +0.17 33.03 0.00 5,000.00
NBR 118.9344 42.04 +1.10 42.04 0.00 5,000.00
SD 90.9091 55.00 +0.10 55.00 0.00 5,000.00
ZEUS 76.9468 64.98 +1.26 64.98 0.00 5,000.00


Last Updated: 10:20 AM on 06/01/08

[Peter Hansen]

8 For 5/3/08

Futures are trending.....my charts seem to indicate OIL will do well today .....with that in mind ....here are the picks.

1. PQ
2. ANR
3. WTI
4. CLF
5. SD
6. GEOI
7. PDO Extremely VOLATILE
8. MXC Extremely VOLATILE
For 7 and 8 Set tight stops as the stocks trend higher to pROTECT your profits!

**** BONUS pick ...LLNW Appears to be breaking out ....WATCH THIS ONE !

[Peter Hansen]

Lucky 7 + 2 PUTS FOR 6/4/08

The markets appear to be headed lower , but ENERGY and BJ Appear to be headed UP. The "Money Gusher System" has fired off 2 put signals. These are only a DAY trade for today ....buy the puts early and close at day's end.

1. ANR
2. SQM
3. BJ
4. MTL
5. ACTL
6. GPOR ( Good Undervalued Stock)
7. QTWW Very interesting stock

The PUTS ARE :

GOOG June 560 PUT (GOPRZ)
OEX JUNE -6 625 PUT ( RZARE ) This put expires on FRIDAY!!

Good luck and God Bless To All!

[Peter Hansen]

Lucky 7 for 6/5/08

Wow I got rocked yesterday ......When Barnanke speaks .......it is never an easy market .....well I do make mistakes .......but I am not ready to pull a "Motherload" yet.....LOL.

Oh well , back to the drawing boards ......these 7 should do well today

1. WHQ
2. SQM
3. CQB
4. STEC
5. NETL
6. NOG
7. OFI

Good Luck To All !

[Peter Hansen]

12 For 6/6/08

As I write this post , futures are slightly down but oil is RISING again and is UP this morning......... keeping that in mind here are my picks. I never posted this many before ...but all the charts look great.

1. XCO
2. PCX
3. HK
4. SQM
5. BTE
6. PQ
7. NBR My Favotite pick nice steady incline on the chart
8. ZEUS Incredible Steel stock
9. ADCT
10. NOG
11. PDO*
12. MXC*

Numbers 11 and 12 are like "Wild Dogs" .....they can make you some quick money ....BUT you must keep them on a tight leash .i.e. TIGHT STOPS

[Peter Hansen]

Portfolio Results 2 Portfolios

Here are the results for a buy and hold , 50K placed into 2 hypothetical portfolios in AOL . Both portfolios will be terminated today , and I will post a new 10 stock portfolio on Sunday ....as you can see the result was fair for the 2 week porfolio ....but really pretty good for the one week portfolio . From now on .....a porfolio will only be good for one week . All the information is posted below




5/27/-6/6/08 52Wh HGH

Value: 50,484.64 Gain/Loss: +484.65 (+0.97%) Today: -147.55 (-0.29%)

Symbol Shares Last/NAV Net Change Pur. Price Gain/Loss Value
BRNC 277.3156 18.05 0.00 18.03 +5.55 5,005.55
CRMT 309.2146 15.88 -0.59 16.17 -89.67 4,910.33
FDG 63.2671 80.66 -0.29 79.03 +103.13 5,103.12
FLS 38.429 134.34 -2.68 130.11 +162.55 5,162.55
FMX 107.0664 43.01 -1.99 46.70 -395.08 4,604.93
OFI 657.8947 8.12 -0.21 7.60 +342.11 5,342.10
REXX 210.7926 25.64 +2.18 23.72 +404.72 5,404.72
SSP 103.0503 46.20 -0.33 48.52 -239.08 4,760.92
VTG 581.3954 8.30 +0.2266 8.60 -174.42 4,825.58
ZEUS 80.36 66.76 -0.62 62.22 +364.83 5,364.83


Last Updated: 6:45 PM on 06/06/08

6/2-6/6/08 52Wk High

Value: 53,042.42 Gain/Loss: +3,042.42 (+6.08%) Today: +245.32 (+0.46%)

Symbol Shares Last/NAV Net Change Pur. Price Gain/Loss Value
CLF 46.8604 104.35 -4.45 106.70 -110.12 4,889.88
CLR 77.918 74.50 +4.69 64.17 +804.89 5,804.89
CWEI 53.0391 104.34 +2.89 94.27 +534.10 5,534.10
HIL 309.5975 15.84 -0.05 16.15 -95.98 4,904.02
HK 170.1838 34.63 -0.19 29.38 +893.46 5,893.46
JOYG 59.3612 87.54 -0.64 84.23 +196.49 5,196.48
MDU 151.3775 33.70 -0.20 33.03 +101.42 5,101.42
NBR 118.9344 43.25 -0.59 42.04 +143.91 5,143.91
SD 90.9091 59.81 +1.86 55.00 +437.27 5,437.27
ZEUS 76.9468 66.76 -0.62 64.98 +136.97 5,136.97


Last Updated: 6:56 PM on 06/06/08

Note that the one week porfolio gained 6.08% in ONE week , even though the market ws choppy!

[Peter Hansen]

Portfolio For 6/9/08-6/13/08

Had some extra time so I decided to post the NEW 6/9/08-6/13/08 portfolio today. The new AOL BETA Format is super and much more information can obtained for the listed stocks . I shall also now include the fundamentals for the portfolio.

6/9/08-6/13/08 52WKH
Value 49,999.98913 Gain/Loss: 0.00 (0.00%) [today] 0.00 (0.00%) Symbol Shares Last/NAV Net Change Pur. Price Gain/Loss Value
ANR 57 86.95 0.05 86.95 0.00 5,000.00
CLR 67 74.50 4.69 74.50 0.00 5,000.00
CWEI 47 104.34 2.89 104.34 0.00 5,000.00
CXO 138 36.11 3.58 36.11 0.00 5,000.00
IPHS 167 29.88 0.98 29.88 0.00 5,000.00
MEE 68 73.42 1.07 73.42 0.00 5,000.00
NOG 352 14.18 0.63 14.18 0.00 5,000.00
PCX 36 135.46 0.69 135.46 0.00 4,999.99
WLL 48 103.52 3.49 103.52 0.00 5,000.00
XIDE 285 17.48999 0.19 17.48999 0.00 5,000.00
Last Updated:: 9:01 AM on 06/07/08
And the Fundamentals are listied below in chart form

/08-6/13/08 52WKH
Value 49,999.98913 Gain/Loss: 0.00 (0.00%) [today] 0.00 (0.00%) Symbol Name Last/NAV P/E Ratio EPS Beta Mkt Cap
ANR Alpha Natural Resources Inc 86.95 126.01 0.69 1.5268 6.11 B
CLR Continental Resources Inc 74.50 212.86 0.35 — 12.6 B
CWEI Williams Clayton Energy Inc 104.34 46.79 2.23 1.6865 1.26 B
CXO Concho Res Inc 36.11 61.20 0.59 — 2.74 B
IPHS Innophos Holdings Inc 29.88 114.92 0.26 — 624.07 M
MEE Massey Energy Corp 73.42 56.91 1.29 2.2951 5.92 B
NOG Northern Oil & Gas Inc Nev 14.18 — -0.18 — 443.39 M
PCX Patriot Coal Corp 135.46 — -4.61001 — 3.62 B
WLL Whiting Pete Corp New 103.52 23.16 4.47 1.6122 4.38 B
XIDE Exide Technologies 17.48999 — -0.71 0.13519 1.32 B
Last Updated:: 9:04 AM on 06/07/08

GOOD LUCK TO ALL AND THING GREEN $$$$$$$$

[Peter Hansen]

8+1 PUT Option for 6/10/08

The futures are down but energy still looks good.....make some money with these today

1. CXO
2. CRK
3. SQM
4. TE
5. ANR
6. TESO
7. NOG
8. SKF THIS ONE IS AN ETF WHICH SHORTS FINANCIALS!

SOHU JUNE 80 PUT ( UZKRP ) Currently at 2.40 / Contract!

[Peter Hansen]

6 + 2 PUTS for 6/11/08

Yesterday for those that bought the SOHU Puts UZKRP ya did very well they closed up 87.5% .....Not bad!

That was yesterday , but we are now concerned with today . The OIL inventory is being released today , and rumors are that it may fall short. If that is the case OIL will be back to the races . The "MONEY GUSHER" sysytem has fired the 2 puts you will see below . Good Luck to all

1. CRK
2. HK
3. AMSC
4. FSYS
5. CWEI
6. QRCP

BUY GOOG June 550 PUT ( GOPRY )
BUY OEX June 13 620 PUT ( RZBRD )

[Peter Hansen]

Don't Buy That Rv !!

Dan Amoss the editor of "Strategic Short Report " has nothing but bad news for the RV Industry . Check out his opinion of FLE Fleetwood Motor homes ....not too optimistic LOL Eric Fry is the reporter

Based on what this DAN AMOSS says .....I would buy the FLE AUGUST 16 PUTS ( FLETA) Get in now before release of the OIL INVENTORY REPORT Good luck to all .

Here is DAN AMOSS ....of course he wants you to subscribe to his newsletter!

Eric Fry, reporting from Laguna Beach, California…

The summer driving season has arrived, but many Winnebagos will never leave the driveway. The soaring price of gasoline will force RV owners to curtail their gas-guzzling wanderlust.

"I never would have bought [my motor home] if I thought that gas would go this high," a retired firefighter in Westchester County told the Hudson Valley's Journal News. "My wife always wanted to go to Napa Valley," the firefighter lamented. "But with gas so high, it probably would be cheaper to fly and rent a car, rather than take the motor home."

The firefighter is probably right. We did the math:

Assuming gas mileage of 10 miles to the gallon, a 31-foot motor home would consume about $2,500 worth of gasoline to journey from the Hudson Valley to the Napa Valley, and back again. By comparison, two roundtrip plane tickets from JFK to San Francisco would run about $375 each. Even after paying another $450 to rent a midsized car for a week, the fly/drive combo would only cost about $1,200 – or less than half the cost of the RV's gas.

Of course, the fly/drive vacation would also incur the costs of staying in hotels. So after all is said and done, the direct cash costs of these two vacation options would be very similar, assuming you ignored the tens of thousands of dollars one must pay to buy an RV in the first place and the thousands of dollars one must pay to insure and maintain the thing.

Non-owners of RVs are probably making similar calculations, which is probably why RV sales are plummeting.

According to a forecast by the University of Michigan Survey Research Center, wholesale shipments of RVs will slump about 14 percent this year to 304,700 units - down from 353,000 units last year and about 390,000 units during that delightful "cheap gas" year of 2006.

Not surprisingly, the Hudson News reports, "the slowdown is having a large impact on the profits of major RV manufacturers such as Winnebago Industries Inc., the industry giant based in Forest City, Iowa. Revenue for Winnebago's fiscal second quarter fell 17.5 percent to $164.2 million. Net income plummeted 66.6 percent to $2.5 million. In response to weaker orders, Winnebago cut 300 jobs, or 9 percent of its work force, through layoffs and attrition.

"The weak RV market also is taking a toll on industry suppliers that include Drew Industries Inc. of White Plains. Drew, which supplies windows, doors, chassis and other components for RVs," the Hudson News continues. "Drew has closed 20 of its 51 factories in the past 18 months and laid off 130 salaried workers and more than 200 hourly workers."

But Drew is not alone. Fleetwood Enterprises, a leading motor-home manufacturer, is also boarding up factories at a rapid clip.

"Last year, we closed half our plants. We somewhat underestimated the magnitude of the decline in sales," Fleetwood's CEO recently admitted. "Our dealers tell us, however, that sales of new, improved models have been hampered by existing inventory of older product, and we are working with them on moving these aged units."

Good luck!

Aged units, virginal units, neither one is selling. Business is bleak, as the downward sloping price trend of Winnebago's share price testifies. Curiously, the share price of Fleetwood has barley budged during the last few months. At least not yet.

But in the column below, Dan Amoss explains why Fleetwood might be heading toward a ditch…

The Demise of the RV
By Dan Amoss

For most of the last three decades, oil prices have been low, the economy has been expanding and motor home sales have been soaring. RV sales have been trending up for nearly three decades, but there are many reasons to expect a huge decline in 2008-2009.

That's why I've advised the subscribers of my trading service, the Strategic Short Report, to sell short the weakest company in the RV business. If new RV sales continue to deteriorate, Fleetwood Enterprises (FLE ) will probably seek bankruptcy protection before the year is out. This stock is likely headed to zero, when creditors will recover whatever remains.



Fleetwood sells into the rental channel, but it still requires a healthy consumer channel to stay in business. In its latest presentation, Fleetwood claims just 10% market share in Class C motor homes - the ones built on a van platform. This puts it in sixth place, behind Winnebago, Thor, Coachmen, Gulf Stream, and Forest River. This is not good for Fleetwood, since it's reasonable to expect most motor home shoppers to keep gravitating to the less expensive, more fuel-efficient models.

Fleetwood holds the lead, or 21% market share, in Class A motor homes - the bus-sized gas guzzlers. This is a major handicap in today's environment. The price points on Fleetwood's Class A motor homes range from $100,000 to the $280,000 Revolution LE. The Revolution LE looks like a mansion on wheels. Monaco Coach, Winnebago, Thor, and Tiffin round out the field, each with 10-16% market share.

This brings us to Fleetwood's 10-year financial performance. It's dreadful, considering how steadily the RV industry has been growing. RV deliveries grew from 293,000 in 1998 to 391,000 in 2006. That's a 3.7% annual growth rate - hardly a tough industry environment.

However, over the same time frame, Fleetwood's sales fell at a 2.8% annual rate. Since 1998, its operating profit margins have averaged negative 0.1%. Since Fleetwood can't make a consistent profit in a growing industry environment, it would be very unlikely to survive a sharp RV industry recession. The odds of another one are good. From 1978-1980, industrywide RV deliveries fell 70%. It can happen again.



The repurchase price is 100% of the principal amount of the debentures plus accrued and unpaid interest. Fleetwood may, at its option, elect to pay the repurchase price in cash, its common stock valued at a 5% discount to its then-current fair market value, or a combination of cash and common stock. Fleetwood has the option to redeem the debentures after Dec. 15, 2008, in whole or in part, for cash, at a price equal to 100% of the principal amount plus accrued and unpaid interest [emphasis added].

This $100 million worth of debt was just reclassified from long- to short-term debt in the nearby chart. In the January quarter, short-term debt jumped by about $1.50 per share (red) and long-term debt fell by about $1.50 per share (turquoise). It clearly would be tough for Fleetwood to come up with $100 million in cash to buy back this debt. If it paid for the debt with stock valued at a 5% discount to the current market price, it would have to issue about 24 million shares, diluting existing shareholders by about 38%. Lenders would hesitate to refinance this debt after taking a good look at the company.

On top of this potentially huge refinancing commitment, Fleetwood owes another $160 million in 6% convertible subordinated debentures. These securities can be converted to FLE shares anytime, but only at the lofty price of $48.72 per share, 10 times the current FLE price. These convertible securities will not convert, so they should be considered 6% bonds.

Many other creditors are in line ahead of Fleetwood shareholders. They have senior claims on Fleetwood's assets and consist of suppliers, employees, and customers holding RV warranties. Fleetwood also has a large insurance liability - 88 cents per share - because it self-insures most of the claims that might crop up from workers' compensation, employee health care, and product liabilities. Finally, if independent RV dealers default on their "floor plan financing" arrangements, Fleetwood may be required to repurchase RVs sitting on dealer lots.

This long list of creditors highlights the skimpiness of equity holders' claims on Fleetwood assets; book value is just $1 per share and heading down (see light blue in nearby chart). In a December report, Egan-Jones writes:

We would not be surprised by a filing for [bankruptcy] protection within the next couple of quarters. FLE is likely to continue to slip because of increased gasoline costs (thereby restricting revenues and demand for motorized homes), restricted funding (courtesy of the mortgage funding mess), and increased material costs (plastics, steel, and aluminum). None of these problems are likely to abate soon. Recoveries from a bankruptcy will be close to zero for shareholders and nonsecured creditors.

[Joel's Note: With the economy lurching toward the bog of recession and oil prices piling pressure on the cost side, we reckon Fleetwood won't be the only company hitting the skids. In fact, Dan's been tracking one Wall Street darling that could be in for a tough time when some embarrassing financial details float to the surface in a few days. We actually saw this company pop up in yesterday's Financial Times with that very word, "embarrassing" sitting plumb before its name. You'll be able to find the company with a little sleuthing, but the real point is that it was in Dan's short portfolio a long time before it appeared anywhere near the FT front page.