Stenzrob's specials

[moemaynard]

EONC

Hate to say I said so but if it looks like a rat, smells like one, then it probably is. Good news all week and the stock is tanking. And they accuse Martha Stewart of Insider Trading? Bullshit. I sold luckily yesterday at 3.60 right before the close and was glad I did. Too bad I lost 10% which sucks but its better than 25%!! Are you still holding this thing Stenz?

As Mr Market says, its all about Earnings Earnings Earnings and this company did have any this quarter. Future looks better but how much better is the question.....

Who's got a real pick for me?

[mcole74]

HBIO

Hey, Stenz,
I was blessed enough to pick up HBIO in Sept '02 on a really down day... up over 200% now.
I see that you are still holding HBIO. So, I assume you feel that it's got room to grow? Just wondering about your thoughts on HBIO and what your reasons are for holding onto it. I am looking to free up some money in the portfolio, but can't find anything I'm ready to sell... I'm trying to decide if HBIO has room for significant growth or if my $$ would be better placed elsewhere....

[stenzrob]

Re: EONC

Hate to say I said so but if it looks like a rat, smells like one, then it probably is. Good news all week and the stock is tanking. And they accuse Martha Stewart of Insider Trading? Bullshit. I sold luckily yesterday at 3.60 right before the close and was glad I did. Too bad I lost 10% which sucks but its better than 25%!! Are you still holding this thing Stenz?

As Mr Market says, its all about Earnings Earnings Earnings and this company did have any this quarter. Future looks better but how much better is the question.....

Who's got a real pick for me?

Yes, I am still holding. IMHO, the future looks great. I first started playing EONC back at $1.60, got out and back in again. I see no reason to bail out at this point.

[stenzrob]

Re: HBIO

Hey, Stenz,
I was blessed enough to pick up HBIO in Sept '02 on a really down day... up over 200% now.
I see that you are still holding HBIO. So, I assume you feel that it's got room to grow? Just wondering about your thoughts on HBIO and what your reasons are for holding onto it. I am looking to free up some money in the portfolio, but can't find anything I'm ready to sell... I'm trying to decide if HBIO has room for significant growth or if my $$ would be better placed elsewhere....

You found it way before I did - nice work. I am still holding it, and think it has room to grow, yes. I have a found only a few that seem more compelling by my criteria, and I own them, too. They are all small caps, and most have above average volatility. Sometimes that's good, and sometimes bad. When I have time, I play with the volatility, and when I don't have the time, I will just ride them. Lately, I haven't had time. I'll be in Europe again almost the whole first half of March and mostly out of touch, so I have to feel pretty confident about my holdings. I might set a few stops to prevent total disaster, but other than that the portfolio will be on auto-pilot.

From the Q3 report - "Since implementing this strategy in March of 1996, our compounded annual growth rate has been approximately 40% in revenues and 24% in pro forma earnings per share. We expect this trend to continue in 2004."

Given the magnitude of your gains, you might consider this - sell half and keep half. Buy something else with the half you sell.

[George]

a few stops

Hello Stenz,

You say,
......I might set a few stops to prevent total disaster, but other than that the portfolio will be on auto-pilot......

If it is possible, would you please share your stops with us ?

Best wishes,
George

[stenzrob]

Re: a few stops

Hello Stenz,

You say,
......I might set a few stops to prevent total disaster, but other than that the portfolio will be on auto-pilot......

If it is possible, would you please share your stops with us ?

Best wishes,
George

Stop smoking.
Stop working so much.
Stop being rude to others.

[ChrisZXWJ]

Re: HBIO

I'll be in Europe again almost the whole first half of March and mostly out of touch, so I have to feel pretty confident about my holdings.

noooooo...I'll have to find someone else to blindly follow

[stenzrob]

Re: HBIO

I'll be in Europe again almost the whole first half of March and mostly out of touch, so I have to feel pretty confident about my holdings.

noooooo...I'll have to find someone else to blindly follow

You're not making "blind" jokes, are you? Please see my avatar - do you know who that is?

[ChrisZXWJ]

spiderman? was he blind? I had to admit it, but spiderman was a bit before my time....so I'm unfamiliar

and no, it wasn't really a joke...I've been fairly busy with school lately and haven't had a whole lot of time to do a lot of research, so I've been following a lot of the picks you've posted.

[jiesen]

not Spiderman!

uh, it's Daredevil man. and yes, he is blind.

[ChrisZXWJ]

Re: not Spiderman!

uh, it's Daredevil man. and yes, he is blind.

I didn't see that movie, and if there was a comic, that was even farther before my time...then again, I never really had a "time" when it came to comics. My bad

[stenzrob]

Re: not Spiderman!

uh, it's Daredevil man. and yes, he is blind.

I had a subscription to the Daredevil comic back in the early 70's. The recent movie didn't even mention it, I think, but the comic logo was always "Daredevil ... the man without fear". Hence, my ssignature line, "trading without fear".

http://www.manwithoutfear.com/

[grebnet]

PRFT

Stenzrob
Have you ever looked at PRFT , It came up on a screen of mine and i bought on last thursday and again today. Looks good to me ....seems like your style.

[stenzrob]

Re: PRFT

Stenzrob
Have you ever looked at PRFT , It came up on a screen of mine and i bought on last thursday and again today. Looks good to me ....seems like your style.

Yes, I have looked at PRFT briefly. mi6op brought it to our attention, I think, but I don't think he's the only one here interested in it. Everything looks good to me except one thing - looking at the last few years of revs and earnings, and at the guidance for next year, it appears to me that they have guided for a year of revenues lower than the year just finished. If I have misinterpreted something, I wish somebody would fill me in, because I like everything else about it. I put some PRFT in my marketocracy portfolio, because it's not really actual money, and it's way more widely diversified than my real portfolios.

[ChrisZXWJ]

Re: not Spiderman!

I had a subscription to the Daredevil comic back in the early 70's.

Not to date anyone or anything, but I was born in 1982

I got bored the other day, sold API, SPY and QQQ positions, doubled up on CTRA, HSKA and PDEX for gains of 15%, 13% and 22% respectively in the last few trading days. As us youngin's like to say...bling bling.