LAZY DOG Picks

[mrmarket]

This morning I sold ENTR @ $9.00 for a loss of 18%.
It has been six months and it’s not performing very well. No patience. In hindsight I should have sold it @$10.00 back in Feb. Anyway I looked at it today and decided that I probably wouldn’t consider it as a buy today: so why am I holding it? We’ll see if I can’t find a better place to put my money to work.

I opened positions in ZAGG (13.44). Guess I should have held
NANO (19.74) and TNAV (17.97). Decent fundies and breaking out to new highs.

Doggie..this is a really good thread. I am hopefull other MM smarties will follow your lead and become famous.

[Deaddog]

This morning I sold ENTR @ $9.00 for a loss of 18%.
It has been six months and it’s not performing very well. No patience. In hindsight I should have sold it @$10.00 back in Feb. Anyway I looked at it today and decided that I probably wouldn’t consider it as a buy today: so why am I holding it? We’ll see if I can’t find a better place to put my money to work.

I opened positions in ZAGG (13.44). Guess I should have held
NANO (19.74) and TNAV (17.97). Decent fundies and breaking out to new highs.

[Deaddog]

Took some profit today:

Sold EZPW @ 35.65 for a 24% gain.

Sold SBUX @ 40 for a 19% gain.



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[Deaddog]

AKRX @ 7.00. (bought another 1/3 of normal position)

[JohnHenry]

Ddog

I like your thread.

[Deaddog]

Thanks JCE05; Glad someone is reading the tread.

[jce05]

Deaddog I had been a long time follower of Mr. Markets picks and am going to start to get more active. I am quite impressed with your picks and track record. You are doing a great job, and I appreciate you sharing your trades

thanks James

[Deaddog]

Opened a position in VECO today @$52.00

Veeco Instruments Inc. designs, manufactures and markets equipment to make light emitting diodes (LEDs), solar panels, hard-disk drives and other devices.

For the three months ended 31 March 2011, VECO's revenues increased 89%.
Revenues reflect higher income from LED & Solar Process Equipment and a increase in sales from Data Storage Process Equipment segments.
Net income increased more than 100% and reflects a decrease in amortization expenses, the absence of restructuring expenses and an improved gross margin.

Also Started a position in AKRX @ 6.89. (bought about 30% of normal position)

Akorn, Inc. manufactures and markets a range of diagnostic and therapeutic ophthalmic pharmaceuticals. Its customers include physicians, optometrists, hospitals, wholesalers, group purchasing organizations, retail pharmacy chains and other pharmaceutical companies.

For the fiscal year ended 31 December 2010, Acorn, Inc.'s revenues increased 14% .
Net income totaled $21.8M vs. a loss of $25.3M.
Revenue reflects an increase in Ophthalmic, a rise in Contract services revenues and higher income from Hospital drugs segments. Net income also reflects a decrease in expenses related to goods sold, a fall in selling, general & administration expenses and lower amortization of intangible expenses.

[mrmarket]

Sold ZAGG @ 12.27 for a gain of 30%
Not bad for a month

awesome trade doggie

[Deaddog]

Sold ZAGG @ 12.27 for a gain of 30%
Not bad for a month

[Deaddog]

What I'm looking at:
TSM, TSU, VIV, VECO

[Deaddog]

Sold CPRT @ 43.24 for a gain of just over 15%

[Deaddog]

CPRT hasn’t given me a reason to sell. As long as it stays above a rising 20ma I’ll probably try a squeeze a few more bucks out of it.

Well now I have one!! Reason to sell that is.

Not only traded below the 20ma but decided to take a look under the 50.

Put in a stop loss order @ 43.25, Not going to be able to watch the market today. If it recovers I'll put it on a short leash, if not I'll have made my 15% and spend some time kicking myself for not taking 20%+ when it was offered.

According to Gordon Gekko "Greed is Good" but every so often it seems to bite me in the ass.

[Skrumpa]

Good stuff Deaddog !!

I like those spreadsheets with all the colors. Green is my favorite color ( it goes with everything I wear )

[Deaddog]

Filled the last of my position in ZAGG today @ 8.76
This gives me an overall cost of $9.41

Averaging down is not a normal procedure for me. When I first looked a Zagg, I was going to wait for a retracement to 9.40 to buy.( Just above the swing high on Apr 28th)

The Gap up on the earnings announcement kicked in Fear & Greed. Afraid of missing a quick move I started a position, bought about 40% of a normal amount. Bought another 20% at $9.25 and completed the position today.

ENTR is not performing well but the Fundys remain sound. We’ll give it a little more time. See what the next quarter brings.

TC likewise hasn’t done well. This is a longer term hold. They have just revamped one mine and will be opening another soon.

CPRT hasn’t given me a reason to sell. As long as it stays above a rising 20ma I’ll probably try a squeeze a few more bucks out of it.

The other positions are all up a bit and resting I hope before they continue their climb up.