IIC's Winners Watchlists

[IIC]

CYD

In case anyone was wondering why CYD was dropped from the IBD 100..It is because it is in a 4th stage base.

[IIC]

Wknd Watch

WEEKEND WATCHLIST:

SWIR Sierra Wireless Inc
BNSO Bonso Electronic Intl
RFMI R F Monolithics Inc
ONXX Onyx Pharmaceuticals Inc
FLML Flamel Technologies Adr
VTAL Vital Images Inc
QSII Quality Systems Inc
OMCL Omnicell Inc
ALDN Aladdin Knowledge Sys
CAMD Calif Micro Devices
TTMI T T M Technologies Inc
AUGT August Technology Corp
VTIV Ventiv Health Inc
KOSP Kos Pharmaceuticals Inc
OPNT Opnet Technologies
ALGN Align Technology Inc
SPRT Supportsoft Inc
ECSI Endocardial Solutions
NTPA Netopia Inc
GVHR Gevity Hr Inc
ALVR Alvarion Ltd
VCLK Valueclick Inc
LEIX Lowrance Electrs Inc
DATA Datatrak Intl Inc
DHB D H B Industries Inc
CKP Checkpoint Sys Inc
ISSI Integrated Silicon Solut
PTIX Performance Tech Inc
HUGO Ivanhoe Mines Limited
AKAM Akamai Technologies Inc
TIWI Telesystem Intl Wireless
WRNC Warnaco Group Inc
FCFS First Cash Financial Svs
WZEN Webzen Inc Adr
DSCO Discovery Labs Inc
ATYT A T I Technologies Inc
CRYP Cryptologic Inc
SCIX Scitex Corp Ltd
CCBL C-cor.net Corp
BEV Beverly Enterprises Inc
KFRC Kforce Inc
RCKY Rocky Shoes & Boots Inc
NTE Nam Tai Electronics Inc
HOTT Hot Topic Inc
EMBT Embarcadero Technologies
RADN Radyne Comstream Inc
CANI Carreker Corporation
CHU China Unicom Ltd Adr
HANS Hansen Natural Corp
NCI Navigant Consulting Inc
WWCA Western Wireless Corp
TWTC Time Warner Telecom Inc
OXM Oxford Industries Inc
QADI Q A D Inc
PDII P D I Inc
LSCP Laserscope
NVEC N V E Corp
UNA Unova Inc
SIE Sierra Health Svcs Inc
DIOD Diodes Incorporated

[Michaelk005]

Big fan of Ivanhoe and A T I tech..
Whats your take on Ivanhoe? i like the whole metal markets for January.

[IIC]

Big fan of Ivanhoe and A T I tech..
Whats your take on Ivanhoe? i like the whole metal markets for January.

I don't know on the metals ???...They still look good but I wish they'd go away and let medical groups take over...but that's just a personal quirk of mine. Kinda like Banks and Utilities...Hey, we all have our faults...Someday you might even see me buy CRZY.PK...But I doubt it...IIC

[carribean_mike]

IIC - don't fight it. The HUI was up 67% last year. More money to be made in 04.

[IIC]

Watch

IVIS QBAK

All on increased guidance

[IIC]

BOT

BOT WZEN

[IIC]

BOT

BOT VCLK

[IIC]

Keep your eye on SWIR

[IIC]

Trade

BOT NTE

Watch for NAS resitance 2040-2050

[IIC]

Increased Guidance After The Bell

6:27PM PPD Inc.amends Dapoxtene License Agreement; increases Y04 guidance (PPDI) 27.07 -0.09: Co announces that it has entered into an amendment to the dapoxetine license agreement with ALZA Corporation. Under the terms of the amendment, certain sales-based payments will be abated for a period of time following new drug application (NDA) approval up to a maximum dollar amount. As a part of the transaction, ALZA will make a cash payment to PPD and agreed to fix the amount of a milestone payment to be paid to PPD upon NDA approval. Based on the terms of the amendment to the license agreement, co is increasing its previously issued Q1 and Y04 guidance. Anticipated net revenue for Y04 is increased to $765-775 mln (previously $760-770 mln), Reuters consensus is $763 mln. Q1 EPS is expected to be in the range of $0.44-0.45 (previous range of $0.38-0.39), R.R. consensus is $0.38 and Y04 EPS guidance increases to $1.71-1.78 (previously $1.65-1.72), R.R. consensus is $1.67.

5:54PM ADTRAN reports prelim EPS of $0.24-0.25, Reuters est $0.21 (ADTN) 32.68 +1.35: Co reports Q4 (Dec) revenue would be apprx $113.4 mln, Reuters consensus is $108.5 mln. EPS are estimated to be in the range of $0.24-0.25, split effected. ADTRAN Chairman and CEO Mark Smith stated, "Revenue for the fourth quarter was higher than anticipated as we observed the positive effect of market share gains accompanied by abroad based increase in enterprise demand. The preliminary fourth quarter results culminate a year in which new products for new markets began to contribute significantly to our revenue stream, as were turned to revenue growth and to our normal operating model."

5:45PM Rogers Corp raises Q4 guidance (ROG) 46.18 +1.35: Co sees Q4 (Dec) EPS of $0.50-0.54 (previously $0.45-0.49), Reuters Research consensus is $0.47 and revenues of $85 mln (previously $71-75 mln), Reuters Research consensus is $75 mln.


4:34PM TranSwitch boosts Q4 forecast (TXCC) 2.57 +0.25: Co announces that it now expects Q4 revs to be approx $6.5-$7.0 mln, vs previous guidance of $5.3 mln, citing stronger demand across the co's established product lines.

4:18PM ScanSource guides Q2 revs above consensus (SCSC) 46.65 +0.53: Company expects Q2 revenues of $283-290 mln, vs the Reuters Research consensus of $261.1 mln.

4:10PM California Micro raises guidance (CAMD) 9.75 +0.66: Company issues raises guidance for Q3 (Dec), company sees EPS of $0.08-0.10 vs Reuters consensus of $0.08 and previous company guidance of $0.06-0.09 on revenues of $16.8-17.2 mln, consensus $16.75 mln, previous company guidance was $16.2-17 mln. ANOTHER IIC SCREWUP...I SLD ON 12/23

4:09PM Metrologic increases Q4 & Y03 sales guidance (MTLG) 27.52 +0.04: Company raises Q4 revenues to approx $41.0 mln, vs the Reuters Research consensus of $38.7 mln and previously guided (Dec. 31) revs of $38.5-39.5 mln; also sees Y03 revenues of approx $137.3 mln vs the R.R. consensus of $133.4 mln. Co attributes revenue increase to production of scanners at its Blackwood and China facilities and MTLG's ability to ship products during recent holiday season.

4:03PM Starbucks raises Q1 & FY04 EPS guidance, reports Dec. comps of 11% (SBUX) 33.41 +0.50: Company raises guidance, sees Q1 EPS of $0.25-0.26, vs the Reuters Research consensus of $0.24; sees Y04 EPS of $0.84-0.87, vs the R.R. consensus of $0.84 and prior guidance of $0.83-0.85. Co also reports an 11% increase in Dec. comparable store sales.

4:01PM Visual Networks increase Q4 guidance (VNWK) 2.69 +0.25: Co raises its Q4 revenue guidance to $10.5-11.0 mln (previously $9.5-9.8 mln), Reuters Research consensus is $9.6 mln. Expect earnings to be in the range of a loss of $0.03-0.05, Reuters consensus is a loss of $0.05.

[SuperVoy]

Seems like you did well on VCLK

I almost bought it when it was below 5%.

Good luck!

Regards,
SV

[IIC]

Re: Seems like you did well on VCLK

I almost bought it when it was below 5%.

Good luck!

Regards,
SV

Made some bux on the 3 I BOT today...WZEN, VCLK and NTE...got into NTE a little late 'cause it was on my "B" list which I don't watch as closely.

I'm drooling over the price/vol action on SMTI...I went in early and will wait.

QDEL might have been a mistake on Friday...I could've bailed at a profit this morning but I'm not too worried...YET!!!

I will post a little on my Technical take in a little while...Best, IIC

[IIC]

NAZ

Resistance at 1958..Support at 1968...That's a long ride. We got through minor resistance at 2020-25 but it took 2 days...If we can blow through 2058 then we may see Schnorgie's 2100...Hope we do, but I'm not gonna count on it.

Watch SMTI...The volume dry up is a dream...how low can it go???...I went in a little early hoping to catch an EXPLOSION!!!

Guess I SLD CCBL too early...but the vol was low today so I don't feel too bad

NTE did well today on the comeback...I got it a little late 'cause it was on my "B" list.

One I have been watching for quite a while is FINL...Forget it now.

[IIC]

Market Indicators

All that DGO has(I don't follow the AMEX) and the one's I'm tracking myself were up today on the ST OB/OS Oscillator. The DGO one's are the NAZ Composite and the NYSE. My own are the NAZ 100, DGO NAZ RS 100, SP 400, 500, 600.

I don't have enough history with my own Indicators to figure out where a high point on the OB side is...but there is still room to go up on the NAZ Composite...However, the upward trend is very choppy on the NAZ...You don't see that since March...Maybe it was the holidays??? I don't really know...but we are at a point where the NAZ could go either way...Doesn't help much except that all should be cautious right now IMO. We, including me, have been pretty excited lately...Don't let profits slip away...Best To All...IIC