IIC's Winners Watchlists

[IIC]

Hi All...Mr Breakout is updated.

http://MrBreakout.com

Please take a look...Thanks, Doug(IIC)

[IIC]

This morn I traded DXPE +.48 and IIJI -.19...I'll take it...IIC

Today's Momo:

ASF NIHD TIE HANS QSII TALX HUM NICE WF BMI HP XWG
HSVLY CPSI LQU ANSI CNVR ARD FORD DXPE IFO ALY
CUTR CPTV OPMR ERS TWGP TTES IIJI GHM MDII DATA
NFLX CFK WVCM PETS ENG PLCC TEC STV IBA LMS CTGI
MDRX BTUI ELT OATS ARRS PWEI HCO QDEL MVCO LMIA
VLFG BCON ALTI ANX WEL CERS RTK SCON SSTR

ASF
NIHD
TIE
HANS
QSII
TALX
HUM
NICE
WF
BMI
HP
XWG
HSVLY
CPSI
LQU
ANSI
CNVR
ARD
FORD
DXPE
IFO
ALY
CUTR
CPTV
OPMR
ERS
TWGP
TTES
IIJI
GHM
MDII
DATA
NFLX
CFK
WVCM
PETS
ENG
PLCC
TEC
STV
IBA
LMS
CTGI
MDRX
BTUI
ELT
OATS
ARRS
PWEI
HCO
QDEL
MVCO
LMIA
VLFG
BCON
ALTI
ANX
WEL
CERS
RTK
SCON
SSTR

[IIC]

Raised Guidance A/H:

Positive Guidance
Alpharma Raises Expectations
Monday, August 01, 2005 4:36:57 PM ET
View: Complete Article | Historical Guidance

--------------------------------------------------------------------------------
Alpharma (ALO) said it now expects 2005 earnings to exceed $0.56 per share - the amount earned in 2004. The company's previous guidance was that it did not expect earnings to exceed $0.56 per share, and the current consensus earnings estimate is $0.49 per share for the year ending December 31, 2005.


Herbalife Raises 2005 Expectations
Monday, August 01, 2005 4:06:10 PM ET
View: Historical Guidance

--------------------------------------------------------------------------------
Herbalife (HLF) said it expects third quarter earnings of $0.31 to $0.33 per share and 2005 earnings of $1.45 to $1.50 per share. The company's previous guidance was 2005 earnings of $1.10 to $1.15 per share. The current consensus earnings estimate is $0.32 per share for the quarter ending September 30, 2005 and earnings of $1.31 per share for the year ending December 31, 2005.


Cutera Ups Guidance
Monday, August 01, 2005 4:02:40 PM ET
View: Historical Guidance

--------------------------------------------------------------------------------
Cutera (CUTR) said it expects third quarter earnings of approximately $0.13 per share on revenue of approximately $17.5 million. The current consensus earnings estimate is $0.10 per share on revenue of $16.0 million for the quarter ending September 30, 2005. The company also said it now expects 2005 earnings of approximately $0.62 per share on revenue of approximately $70.0 million. The company's previous guidance, and the current consensus earnings estimate is $0.48 per share on revenue of $67.0 million for the year ending December 31, 2005.

[IIC]

Upgrades:

EMR D PSA ICLR COG NUE LEA INLD ATYT MYOG CEO SUP

[IIC]

Well...I guess I should enroll in "Remedial How To Call The Market 101"...I've been calling for a correction for weeks...and it just has not happened...Not predicting a crash or anything...Just a Healthy pullback...But for my trading it really does not matter too much what the market is doing unless it is flying in either direction.

I have done well on the Daytrades this year...but some week's I've just squeaked by...Last week was very good.

Anyway, today I made a major screwup...tried to call the bottom early on CUTR...lost a buck a sh...But the good thing is that I didn't get all frazzled...Went in and made some on MYOG and did good on RNAI...Was still Red for the day...But it is very important to not lose your cool when you make the inevitable screw up....I think the key is to not screw up too often...and when you do...just get back to plan...Doug(IIC)

Tuesday's MoMo:

HLF TNH SQM CNVR MYOG TRID IVAC CNQ RIV CWTR NTG ALY
ENG PWEI VLFG RGEN WEX MCX CYCL GMXR STV RNAI SOSA
HCO TGE CVO MDII TEC ADST BCON GAN GNSY


HLF
TNH
SQM
CNVR
MYOG
TRID
IVAC
CNQ
RIV
CWTR
NTG
ALY
ENG
PWEI
VLFG
RGEN
WEX
MCX
CYCL
GMXR
STV
RNAI
SOSA
HCO
TGE
CVO
MDII
TEC
ADST
BCON
GAN
GNSY

[IIC]

Analysts' Highest-Rated Stocks

  This is a weekly ranking by First Call of the highest-rated stocks, based on analyst comments contributed within the past month to First Call's database. 

  To be included on the list, a company must be rated by at least five analysts.

	   First Call Consensus Recommendation Scale 

  1 = Buy 

  2 = Buy/Hold 

  3 = Hold 

  4 = Hold/Sell 

  5 = Sell


			   Most Attractive Issues
			  ---- ---------- ------
			Latest  # Analysts  Previous
		   Consensus  Covering   Consensus

(HHGP)			1.0	 5	  1.5
(ORB)			 1.1	 7	  1.2
(SAY)			 1.2	 6	  1.4
(AIRN)			1.2	 6	  1.4
(MSM)			 1.2	 6	  1.5
(RNT)			 1.2	 5	  1.7
(OPTV)			1.2	 5	  1.3
(DY)			  1.2	 5	  1.3
(HP)			  1.3	 9	  1.5
(UCO)			 1.3	 9	  1.4
(HAWK)			1.3	 7	  1.7
(NEOL)			1.3	 7	  1.2
(CLDN)			1.3	 6	  1.0
(IDSY)			1.3	 6	  1.2
(PDC)			 1.3	 6	  1.4
(SPN)			 1.3	 6	  1.6
(ESE)			 1.3	 6	  1.2
(SINT)			1.4	10	  1.2
(SSI)			 1.4	 9	  1.7
(BIVN)			1.4	 8	  1.3
(RCRC)			1.4	 7	  1.3
(SNRR)			1.4	 7	  1.5
(MSSR)			1.4	 7	  1.3
(VION)			1.4	 7	  1.5
(DOVP)			1.4	 7	  1.3
(INTV)			1.4	 7	  1.1
(BBA)			 1.4	 7	  1.7
(AVCT)			1.4	 7	  1.6
(DDMX)			1.4	 5	  1.3
(STGS)			1.4	 5	  1.7
(IDWK)			1.4	 5	  1.3
(VITA)			1.4	 5	  1.6
(ARCC)			1.4	 5	  1.5
(EDR)			 1.4	 5	  1.5
(GTOP)			1.4	 5	  1.5
(SYD)			 1.4	 5	  1.8
(XRM)			 1.4	 5	  1.5
(GNCMA)		   1.4	 5	  1.5
(MATK)			1.4	 5	  1.8
(ORCC)			1.4	 5	  1.3
(NOOF)			1.4	 5	  1.5
(HUG)			 1.4	 5	  1.2
(MHL)			 1.4	 5	  1.6
(BDE)			 1.4	 5	  1.5
(EDMC)			1.5	13	  1.7
(GPRO)			1.5	11	  1.6
(TOT)			 1.5	11	  1.6
(UTIW)			1.5	10	  1.6
(BEAV)			1.5	 8	  1.4
(PXP)			 1.5	 8	  1.4
(CENT)			1.5	 8	  1.4
(TTI)			 1.5	 8	  1.6
(USAK)			1.5	 6	  1.6
(TFSM)			1.5	 6	  1.4
(NMHC)			1.5	 6	  1.6
(CW)			  1.5	 6	  1.8
(CKR)			 1.5	 6	  1.4
(KFY)			 1.5	 6	  1.6
(TNS)			 1.5	 6	  1.6
(EPEX)			1.5	 6	  1.4
(AVL)			 1.5	 6	  1.4
(VCBI)			1.5	 6	  1.6
(NTMD)			1.5	 6	  1.4
(SSYS)			1.5	 6	  1.4
(VASC)			1.5	 6	  1.4
(CRI)			 1.5	 6	  1.7
(PDLI)			1.6	15	  1.7
(CRME)			1.6	14	  1.5
(REM)			 1.6	12	  1.7
(CBST)			1.6	11	  1.5
(MATR)			1.6	11	  1.7
(FSH)			 1.6	10	  1.7
(LAMR)			1.6	10	  1.7
(OPEN)			1.6	10	  1.8
(GTRC)			1.6	10	  1.4

 Analysts' Lowest-Rated Stocks


  This is a weekly ranking by First Call of the Lowest-rated stocks, based on analyst comments contributed within the past month to First Call's database. 

  To be included on the list, a company must be rated by at least five analysts.

	   First Call Consensus Recommendation Scale 

  1 = Buy 

  2 = Buy/Hold 

  3 = Hold 

  4 = Hold/Sell 

  5 = Sell


				  Least Attractive Issues
				  ---- ---------- ------
			 Latest	# Analysts  Previous
			 Consensus  Covering   Consensus

(BCGI)		  4.2	 5	  4.0
(LVLT)		  4.1	 8	  4.3
(SUP)		   4.1	10	  3.9
(ALO)		   3.8	 5	  4.0
(KWD)		   3.8	 5	  3.6
(OMI)		   3.8	 6	  3.5
(KKD)		   3.8	 6	  3.7
(PAL)		   3.8	 6	  3.7
(DPH)		   3.8	19	  3.9
(ARC)		   3.7	 6	  3.3
(APU)		   3.7	 6	  3.6
(JNS)		   3.7	15	  3.6
(PMTR)		  3.6	 5	  3.7
(DROOY)		 3.6	 5	  3.8
(DYS)		   3.6	 5	  3.2
(BLDP)		  3.6	 7	  3.5
(SWC)		   3.6	 7	  3.5
(POS)		   3.6	 8	  3.4
(DRL)		   3.6	 8	  3.7
(DDS)		   3.6	 8	  3.8
(WFSL)		  3.6	 8	  3.5
(UST)		   3.6	 8	  3.7
(PZE)		   3.6	 9	  3.8
(GBP)		   3.6	10	  3.8
(PPS)		   3.6	13	  3.7
(CHTR)		  3.6	16	  3.5
(RF)			3.6	19	  3.5
(PGL)		   3.5	 6	  3.4
(SUI)		   3.5	 6	  3.3
(GXP)		   3.5	 6	  3.4
(ABFS)		  3.5	 8	  3.4
(TPC)		   3.5	 8	  3.3
(AX)			3.5	 8	  3.4
(NLY)		   3.5	10	  3.3
(HRH)		   3.5	11	  3.4
(LF)			3.5	11	  3.6
(ESST)		  3.5	11	  3.4
(ELN)		   3.5	13	  3.4
(ABS)		   3.5	15	  3.6
(THC)		   3.5	22	  3.4
(TEO)		   3.4	 5	  3.6
(FRO)		   3.4	 5	  2.8
(SNA)		   3.4	 5	  3.5
(DQE)		   3.4	 5	  3.6
(DTPI)		  3.4	 7	  2.7
(GRT)		   3.4	 7	  3.3
(TEU)		   3.4	 7	  3.3
(FFBC)		  3.4	 7	  3.3
(STBA)		  3.4	 7	  3.3
(FLYI)		  3.4	 7	  3.6
(HKY)		   3.4	 7	  3.5
(CAG)		   3.4	 8	  3.6
(PBY)		   3.4	 8	  3.3
(HIW)		   3.4	 8	  3.6
(SCMRE)		 3.4	 8	  3.1
(VSTA)		  3.4	 8	  3.3
(ABI)		   3.4	 8	  3.6
(CNH)		   3.4	 8	  3.2
(PCU)		   3.4	10	  3.6
(EK)			3.4	11	  3.3
(PLB)		   3.4	11	  3.5
(UIS)		   3.4	12	  3.5
(TE)			3.4	16	  3.3
(BUD)		   3.4	17	  3.3
(AOC)		   3.4	17	  3.5
(JP)			3.4	18	  3.5
(EDS)		   3.4	20	  3.3
(OTEX)		  3.4	25	  3.3
(Q)			 3.4	26	  3.3

[IIC]

What a snoozer this morn...lost .10 on PDLI and avg's +.14 on OSUR...think I'll go buy myself a hotdog

[IIC]

Wednesday's MoMo:

NTES ABIX OCR SFY ELOS ISRG CRI LEAP CKX CBG PNK GIL UTHR NFLX OSUR CNXS ITWO CTRX TUG CEM ENG KMGB VITX TGE OLGR TELOZ CGPI BMD ABP TRE GRIL MPET ANX CPST STV GLW BSMD MYOG HCO ALY ESMC

NTES
ABIX
OCR
SFY
ELOS
ISRG
CRI
LEAP
CKX
CBG
PNK
GIL
UTHR
NFLX
OSUR
CNXS
ITWO
CTRX
TUG
CEM
ENG
KMGB
VITX
TGE
OLGR
TELOZ
CGPI
BMD
ABP
TRE
GRIL
MPET
ANX
CPST
STV
GLW
BSMD
MYOG
HCO
ALY
ESMC

[New-born baby]

Did you notice?

Doug,
LWAY and ESMC have come back like a house afire. It only took them about 15 months once IBD got through with them. And no, they are not all the way back; they just are headed the right direction.

[IIC]

Doug,
LWAY and ESMC have come back like a house afire. It only took them about 15 months once IBD got through with them. And no, they are not all the way back; they just are headed the right direction.

I know we have talked a lot about IBD lately...the letters and lawsuits aside...And my opinion about their marketing practices and pricing..I grew up on MoMo and then CS...I really don't think it is a bad system...But I do think it is archaic.

Here is a copy of a post I posted at another forum this evening:

It appears to me as an investor who learned Canslim in the '70's and grew up long before that with a Growth Stock mentality that whoever is running the show at that outfit has lost it.

I called for changes in the CS theory over 5 years ago...But I didn't mean throw it out the window and grasp for straws...Too Bad...But IMO just because some Stock Guru did well in the past doesn't mean they will do well in the future...Look at the dinosaurs...They apparently ruled the world for a long time...What happened to them???...They did not adapt.

I re-read the 24 Whatever book the last couple of days...Is that now a joke?...IIC

[New-born baby]

Jessie never did it.

IIC<
What's changed is the Internet. Jessie Livermore never traded on the 'net. Add to that the fact that he eschewed charting, and he probably couldn't outtrade me in this environment.

I am not aware of any lawsuits vs. IBD, you, Webs. I did see that Webs said he got a warning letter from them. But hey, them stinkin' Vulcans never did take a regular bath

That's okay, Webs, because I'm taking a bath in KBH

[IIC]

IIC<
What's changed is the Internet. Jessie Livermore never traded on the 'net. Add to that the fact that he eschewed charting, and he probably couldn't outtrade me in this environment.

I am not aware of any lawsuits vs. IBD, you, Webs. I did see that Webs said he got a warning letter from them. But hey, them stinkin' Vulcans never did take a regular bath

That's okay, Webs, because I'm taking a bath in KBH

I was not talking about Webs or probably anyone else you ever heard of...I know A LOT of people...I hear A LOT of things...And yes, I am a busybody...But I can keep confidentialities...Never a problem...But then again...I'm 52...So I've had more time than most around here to meet so many people I guess. IBD is on a legal Warpath...Why??? I have my opinion as to why...But who cares what I think?

[IIC]

BIDU set to IPO on Friday http://sec.gov/Archives/edgar/data/1...htm#fin13000_8

[IIC]

No trades today as I had to leave just after the mkt opened.

Today's MoMo:

PVLS QSII KOSP ANDS GIL PLLL CGPI ENG BOOM HOS
CIB ALY WEX PKD GTCB KOSN ANX URGI ENY ITWO
CNXS AIH MFLX ORBT HDSN TRGL CNQ GAIA TFSM KOPN
CPTV MAIN PNK CMT

PVLS
QSII
KOSP
ANDS
GIL
PLLL
CGPI
ENG
BOOM
HOS
CIB
ALY
WEX
PKD
GTCB
KOSN
ANX
URGI
ENY
ITWO
CNXS
AIH
MFLX
ORBT
HDSN
TRGL
CNQ
GAIA
TFSM
KOPN
CPTV
MAIN
PNK
CMT

[stocks54]

Real Estate Market

Hello IIC,

I saw your comment on BMHC thread about real estate market. My gut feeling is that there are some areas in USA were housing prices have appreciated way too much. I hae been trying to figure out what might be a best play in anticipation of correction in local real estate market. One that I can think of is bying 2006 PUTS for housing stocks. Any idea as to what might be other good play?

Thanks in advance for your suggestion.

Best Regards,
Stocks.