Stenzrob's specials

[ChrisZXWJ]

QVDX needs a swift kick in the ass. It doesn't seem to want to get past $5.

My question for today is SFCC. I made a bunch in a runup from 25 to 35 a few months ago, but it's settled down lately. Think it's worth the value now?

[tokyojoeskid]

vlgc gmai

joined you today stenz in gmai at 10.20, chart looks awesome looks like a breakout is goin down. Passed couple breakouts in gmai looks like once it passes resistance it gets a nice pop. am in vlgc at 1.83 action looks great
good work stenz.
tjk

[stenzrob]

Re: vlgc gmai

joined you today stenz in gmai at 10.20, chart looks awesome looks like a breakout is goin down. Passed couple breakouts in gmai looks like once it passes resistance it gets a nice pop. am in vlgc at 1.83 action looks great
good work stenz.
tjk

GMAI does look like a breakout in the making. LENS is recovering nicely from post earnings drop. How come everybody got to buy VLGC for less than I did (some bought LENS for less, too)? That's not fair! I have got to work on my timing, I guess.

In answer to earlier question about SFCC - I haven't been following it very closely. Seems cheap, may have bottomed, but I don't understand why it dropped like a rock after Ernie sold it. Hmmm.

Also, SWIR is looking interesting on this dip, I am just watching it for now.

[mrmarket]

Stenz...did you like WSBK..my last pick?

[stenzrob]

Stenz...did you like WSBK..my last pick?

Yes, your HUGENESS, I do. I'm not going to buy it, because it's only likely to keep moving very smoothly upwards, which is not my style, but it looks like a winner to me for sure.

[mrmarket]

Stenz...did you like WSBK..my last pick?

Yes, your HUGENESS, I do. I'm not going to buy it, because it's only likely to keep moving very smoothly upwards, which is not my style, but it looks like a winner to me for sure.

Stenz...I'm surpised you are a beer drinker...based on your stock picks I would think you drink Red Bull and Vodka.

[stenzrob]

Stenz...I'm surpised you are a beer drinker...based on your stock picks I would think you drink Red Bull and Vodka.

LOL! Actually, I'm not really a beer drinker - more a single malt scotch kind of guy.

I'm off to Madrid for all of next week, not likely to even get a chance to check on positions. My portfolio will be on auto-pilot while I'm out, I just hope it doesn't melt down or anything.

Have a great holiday and a great week.

regards ... stenz

[mrmarket]

Stenz...I'm surpised you are a beer drinker...based on your stock picks I would think you drink Red Bull and Vodka.

LOL! Actually, I'm not really a beer drinker - more a single malt scotch kind of guy.

I'm off to Madrid for all of next week, not likely to even get a chance to check on positions. My portfolio will be on auto-pilot while I'm out, I just hope it doesn't melt down or anything.

Have a great holiday and a great week.

regards ... stenz

Stenz...have a safe trip. I'm going to reward your thread with a sticky (not that you need one) while you are away.

[stenzrob]

Stenz...have a safe trip. I'm going to reward your thread with a sticky (not that you need one) while you are away.

Ooooh, Ernie, you make me sooo .... sticky.

[stenzrob]

Re: vlgc gmai

joined you today stenz in gmai at 10.20, chart looks awesome looks like a breakout is goin down. Passed couple breakouts in gmai looks like once it passes resistance it gets a nice pop. am in vlgc at 1.83 action looks great
good work stenz.
tjk

You're pickin' the cream of the crop there tjk. VLGC is turning out to be a lot more fun than it looked the first few days after I bought it, that's for sure. You're up over 45% in a week, if you didn't already jump off the ride.

[tokyojoeskid]

oh im still in

45% is correct sir.
maybe exiting shortly just such a big gain so fast, wish i could do that every week. Its only a small position which is why i may be a little patient to see if this baby keeps rolllin.
happy volatile days

are you really in till 6.95 and if so why did you set that goal?

[stenzrob]

Re: oh im still in

45% is correct sir.
maybe exiting shortly just such a big gain so fast, wish i could do that every week. Its only a small position which is why i may be a little patient to see if this baby keeps rolllin.
happy volatile days

are you really in till 6.95 and if so why did you set that goal?

I'll have to see how it goes, but yes, my target is $6.95, plus or minus $0.25.

Reason #1: VLGC IPO in late Spring of 2000 was at $7. It peaked at $24 that summer, then came down with the rest of the market, with $7 looking first like support, then like resistance, in early 2001. Look at a chart of the entire history of the stock. I see some resistance at $4, then $7.

Reason #2: My screen is used to identify BUY candidates. I especially like stocks with qtr/qtr revenue growth >35% just moving into profitability (which excludes them for the HUGE dump) and price/sales < 2. The majority of my holdings have qtr/qtr revenue growth higher than yr/yr (simple acceleration). But then, having bought, when do you sell if things go well? I haven't been as methodical about this as $$$M_M$$$, but the stocks that my screen has selected that have done very well for me, and in some cases went running on without me, like SWIR, FARO, ANIK, IFLO, seemed to run out of steam when the price/sales reached about 6.0. 8.0 would make me really nervous. Back in the bubble of early 2000, some stocks I followed sold at price/sales of 20 or more. This was insane. Without another reporting period in the interim, VLGC will reach a price/sales ratio of 8 when the price is $6.70.

By the way, someone posted this link on the GMAI board, and it has some good stuff in it - http://www.oberweis.net/octagon.htm

For a stock that's done well, here's a strategy that I will sometimes use, though it seems a little conservative for me - after the stock doubles or more, sell half your shares, the rest are free. A philosophical discussion about this strategy could occupy us all for months, I'm sure.

[mrmarket]

Re: oh im still in

[quote="stenzrob"]

45% is correct sir.

For a stock that's done well, here's a strategy that I will sometimes use, though it seems a little conservative for me - after the stock doubles or more, sell half your shares, the rest are free. A philosophical discussion about this strategy could occupy us all for months, I'm sure.

Oh goodie...I love being occupied for months...I guess losers like us have lots of time to discuss this stuff.

[puffmoon]

EMBT

Any thoughts on EMBT...embarcadero tech... :P

[kingofthehill]

MY PICK IS DUKE REALITY ....DRE