Stenzrob's specials

[minni17]

API

Hey Stenz,

What's your take on API's earnings report?

Looked pretty good to me. I think the market will like and will respond accordingly? Whadda ya think?

Minni

[stenzrob]

Re: API

Hey Stenz,

What's your take on API's earnings report?

Looked pretty good to me. I think the market will like and will respond accordingly? Whadda ya think?

Minni

Minni,
API's report looks good to me, just what I like to see. Revenue growth is very strong, I also like that this is across several market areas. This is alos what I like about TRCI, by the way. As far as market reaction ... who the heck knows? The market perplexes me at times. I can only hope for an appropriate reaction.
regards ... stenz

[stenzrob]

TRCI

I love TRCI, TRCI loves me back. But anyway, I just sold the half of my position that I had bought back at $12.32 on 11/5 for $17.49, for a 42% gain in 5 days. Letting the original $6 position run, and looking for a pullback to get the second half back again.

[drchrislee]

TRCI

Wow, very well done Stenz.

[tokyojoeskid]

gigm

stenz you still holdin gigm
I dont like its recent behavior I want to pull out but really not sure. Earnings coming up . . . what ya gonna do
tjk
im in at 2.73

[stenzrob]

Re: gigm

stenz you still holdin gigm
I dont like its recent behavior I want to pull out but really not sure. Earnings coming up . . . what ya gonna do
tjk
im in at 2.73

I don't really like the recent action in GIGM, either. It fell out of the nice stairstep pattern on not insignificant volume. I'll wait and see if $2.50 provides some support.

I did buy some VLGC today for $2.01, just before it dropped off at the end of the day. Check revenue growth and progress toward profitability, then see that they have provided guidance for continued growth with a swing into profitability. Extremely volatile.

[stenzrob]

Re: TRCI

I love TRCI, TRCI loves me back. But anyway, I just sold the half of my position that I had bought back at $12.32 on 11/5 for $17.49, for a 42% gain in 5 days. Letting the original $6 position run, and looking for a pullback to get the second half back again.

Right after I sold those, I put in a buy order to get them back at $15.80, where I had guessed it might drop momentarily to "fill the gap". I have no idea why gaps often fill, but they do, so I try to play it sometimes. It dipped alright, but only down to $15.90. Missed it by the proverbial thin dime. I have since removed that order and will just wait to see what happens with it.

[ChrisZXWJ]

Open positions?

Hey stenz...can I get another list of your open positions? Hard to keep track of your trades sometimes. I love VLGC, bought some this morning.

Chris

[stenzrob]

Re: Open positions?

Hey stenz...can I get another list of your open positions? Hard to keep track of your trades sometimes. I love VLGC, bought some this morning.

Chris

Sure Chris. Not in any particular order,
LENS, NTST, SCKT, VLGC, QVDX, GIGM, API, TRCI, HBIO, GMAI

Looks like you got a better price for VLGC than I did.
TRCI is turning into a real adventure, it's been down 10%, up 10% and back again, all just today.

[The Kid]

Following my own plan with a Stenz special

I just picked up VLGC at $1.84 eight minutes ago. Good luck to all.

Be the Stenz you know you can be.

[stenzrob]

Re: Following my own plan with a Stenz special

I just picked up VLGC at $1.84 eight minutes ago. Good luck to all.

Be the Stenz you know you can be.

Nicely done, Kid. Best of luck with it.

[tokyojoeskid]

stenz vlgc

what turned you on to this company? earnings out for toinght do they usually beat estimates? Rev growth looks decent no debt . . .
maybe big upside potential?
-the uniformed tjk

[stenzrob]

Re: stenz vlgc

what turned you on to this company? earnings out for toinght do they usually beat estimates? Rev growth looks decent no debt . . .
maybe big upside potential?
-the uniformed tjk

Found it just messing around with my screen to see what might turn up. I have some mixed feelings about it, it's definitely one of the riskier and more volatile slots in my portfolio. From what I can see, there are no estimates, but there is some guidance from the company that indicates high confidence in continued strong revenue growth and accelerating profits in the next year.

[Tsevni98]

Stenz

I first ran into you back when you owned TUNE between 9-14 dollars a share.


TUNE WAS supposed to be a great stock. I still dont know what happened to that one.

Happy to find you befriend Mr. Market and enjoy your board as your picks are cheaper plays, and you post more of a journal than mr. market does.

I unsuccessfully tried CRIO a couple months ago. And am thinking of trying a STENZ play again. Out of your holdings that you just posted, which do you like the most ? Please dont say TRCI as that has had quite a run.

thanks

TSEVNI

[stenzrob]

Re: Stenz

I first ran into you back when you owned TUNE between 9-14 dollars a share.

TUNE WAS supposed to be a great stock. I still dont know what happened to that one.

Overestimation of potential market led to overvaluation of TUNE stock (I bashed the heck out of it on the message board when it was priced at over 10x sales) followed by a series of blunders and screwups by management, that's what happened.

I unsuccessfully tried CRIO a couple months ago. And am thinking of trying a STENZ play again. Out of your holdings that you just posted, which do you like the most ? Please dont say TRCI as that has had quite a run.

thanks

TSEVNI

Just because it has had quite a run is no reason for it not to be my current favorite. Also, the idea of my portfolio is to hold several that might explode, on the idea that one 100% gainer balances out several non-performers, so just picking one of my picks may result in unsatisfactory results. Now that all the disclaimers are out of the way, the answer to your question is QVDX and SCKT. VLGC could also prove to be interesting, but is very volatile.

Good luck ... stenz