Stenzrob's specials

[puffmoon]

TOL

Bought TOL today, seems like a good play.. good industry, announcing on wed....

[stenzrob]

SCKT

Doubled my SCKT position today at $3.51. Had gone to about 30% cash a week ago, now back to 14% cash.

SCKT -7.4% on first half
VLGC +40%
LENS -11%
QVDX +12%
NTST +190% on half, +30% on half
API +13%
TRCI +205%, not counting extra in&outs
HBIO +33%
GMAI +28%

For those who asked: Some of those above don't currently show up on my screen.
VLGC TRCI SCKT price/sales are >4,
QVDX recent weakness has dropped RSI to <85,
NTST revenue growth is below threshold, but EPS growth is outstanding.

Portfolio performance continues to outpace the nasdaq by about x4.5 over any several week period.

CMTL took an interesting dive today ahead of report in the morning. I'm watching it for a possible opportunity.

best regards to all ... stenz

[tokyojoeskid]

prox

Picked up some prox today at 1.90 volume is incredible, looking for a quick pop and a quick exit.

http://biz.yahoo.com/djus/031209/0931000822_2.html

provides broadband, or high-speed, wireless access products and access cards both in the United States and internationally

just signed a big contract with china unicom

what do you think?

[stenzrob]

Re: prox

Picked up some prox today at 1.90 volume is incredible, looking for a quick pop and a quick exit.

http://biz.yahoo.com/djus/031209/0931000822_2.html

provides broadband, or high-speed, wireless access products and access cards both in the United States and internationally

just signed a big contract with china unicom

what do you think?

Good luck with it tjk. It's not for me - despite the juicy contract. Current liabiliities are higher than current assets, meaning a setback could send them scrambling for cash. Book value is negative. Revenue and earnings have no consistent pattern of growth, it's all over the place. I don't want to have to pay that close attention and lose sleep worrying, there are much safer wireless plays, IMO. It could do great for you, or you could get stuck holding the bag.

[stenzrob]

OUCH

My mama told me there'd be days like this:

Today's action in my portfolios at this time -
QVDX -3.0%
SCKT -8.0%
LENS -4.8%
VLGC -1.8%
NTST -3.1%
API -7.8% (I just bought some more)
TRCI -13.7%
HBIO -3.7%
GMAI -4.6%

I'll call the Bentley dealer and tell them they can sell that Continental GT to someone else this year.

[milan47]

stenzrob

nasdaq needs some rehab soon.. played some fast game on EGHT yesterday and got out today basically breaking even..

[ChrisZXWJ]

EONC and API

Bought some EONC and API today...stenz, what do you think of EONC?

[stenzrob]

Re: EONC and API

Bought some EONC and API today...stenz, what do you think of EONC?

I like EONC. I think it's a very good choice.

[stenzrob]

Re: OUCH

API -7.8% (I just bought some more)
TRCI -13.7%

Paid $2.02 for additional API earlier today.

Got my trading shares of TRCI back for $14.90. Continuing to hold half of the original $6 position, have bought and sold the other half several times now.
Sell $14.00 (+133%),
Buy $12.32, sell $17.49 (+42%)
Buy $14.16, sell $17.00 (+20%)
Buy $14.90. fingers crossed.

[tokyojoeskid]

sckt prox

sold prox for a small loss, joined the crew on sckt at 3.12 almost picked some up around the low of the day yesterday, looks like there is plenty of support around three, any idea why it got beaten up?
tjk

[stenzrob]

Re: sckt prox

sold prox for a small loss, joined the crew on sckt at 3.12 almost picked some up around the low of the day yesterday, looks like there is plenty of support around three, any idea why it got beaten up?
tjk

Glad to see someone else willing to take a small loss if they don't feel comfortable with their position, for whatever reason. Why SCKT got beaten up, I haven't a clue. Almost everything on my watch list was down yesterday, several by double digit percentages. That's OK - my repurchase of TRCI shares is up over 10% since yesterday. No fear!

[grebnet]

WHT,PPHM

Take a look at PPHM and WHT these might be up your alley.

I just picked up API at 2.02 to try the ride. Are you trading this ? if so what kind of short term target ?

I have had PROX for a month at 1.50.

Been beat up in LENS since mid 12s but hangin on.

[stenzrob]

Re: WHT,PPHM

I just picked up API at 2.02 to try the ride. Are you trading this ? if so what kind of short term target ?

No, I'm not trading API, and I have no short term target. I originally bought just above $2, rode it up and back down, and doubled my position just above $2. Please read the last quarterly report if you haven't already. Revenue and earnings already growing rapidly, but I especially like the parts about "on course to achieve our 40% sales growth objective for fiscal 2004" and "several new projects that will begin shipping later this fiscal year and into fiscal 2005". My current plan is to play this one like I have TRCI, sell half after it more than doubles, and hold the rest.

[Michaelk005]

Im in Api at 2.04, good feed back i like the report, stenz.. you think its going to double from $2?

[stenzrob]

Im in Api at 2.04, good feed back i like the report, stenz.. you think its going to double from $2?

At least.

A better day today than yesterday for my portfolios, glad to have the rest of my TRCI shares back again for now, NTST set a closing high on good volume. I'll start cleaning up my garage this weekend to make room for that Bentley. http://www.motorbar.co.uk/bentleygt1.htm