Stenzrob's specials

[stenzrob]

I had a bookmark directly to the forum that broke when the site was changed.
That, plus I have been out dancing in the streets! (grin)

SINT and WITS have been very strong lately. Looking for AUO to breakout soon to around $15. Nice pennant pattern going there.

[stenzrob]

FYI - I bought some SMTI today.
Profitable and growing, setting new highs on steady volume, PE much lower than growth rate.

WITS maybe getting ready to run again. Still holding the original $11 position.
HSKA running out of the basement lately. I bought in a few chunks on the way down, the recent advance puts it just above my last, lowest price entry.

Best of luck and regards to all ... stenz

[IIC]

Stenz...I decided to declare myself an Independent Stock Analyst yesterday...I posted my first action all over the Net last night(no kidding).

I initiated WITS with my TOP Rating:

SUPER DUPER ULTRA DELUXE STRONG BUY

Why do you think it went up today?

My TP is 18...then I go from there.

[stenzrob]

I don't know how far WITS can go. I'll get nervous when price/sales gets above 5, which is currently at around $27.50. I like your top rating.

SNCI goofed again. I was willing to accept the German setback last quarter, but now they're just whining. Sold out for a loss today at $4.20.

Take a look at SMTI, let me know what you think.

[stocks54]

Auo

Stenzrob,

Any comments on price movement for AUO in short term. Price move in SINT surprised me.

Thanks in advance for your response.

Regards,

[IIC]

I don't know how far WITS can go. I'll get nervous when price/sales gets above 5, which is currently at around $27.50. I like your top rating.

SNCI goofed again. I was willing to accept the German setback last quarter, but now they're just whining. Sold out for a loss today at $4.20.

Take a look at SMTI, let me know what you think.

SMTI was a good one for me in early January...in fact, it is one of my highest % gainers this year. I went in prior to the flat base b/o and added at the open on the day it broke.

Right now, I like the technical side intermediate term. On the short term I'd rate it a hold.

[thebign1]

Remember MTEX

Mike asked about GIGM and HBIO, but the one I was holding that has been making me nervous is MTEX.

I established a position at $7.30 just before it dropped some more, and more than doubled my position at $5.71. It bounced, but not on much volume, and there's been very little interest since then.

I sold all my MTEX today for $6.06, for a 17% loss on the original position and a 6% gain on the second buy.

I am TINY !!!

Hey Stenz, Have you looked back on this one lately??
It looks real good now.
Regards, Norm

[stenzrob]

Hey Stenz, Have you looked back on this one lately??
It looks real good now.
Regards, Norm

No, Norm, I hadn't looked at it lately. It is looking good, breaking out to higher ground.

Check out SMTI, this looks ready for a nice run. Read the last quarters report, where they discuss the regularly rising revenues, increasing margins, and outlook for 2005 of more of the same. The next quarters report should read nicely if they're still on track - comparison to the year ago quarter could look very nice, with revenue growth at around 50% or more.

My PC has goofed me up lately, I can't run my screen. Lost the MSN Deluxe plug-in, and when I try to download and reinstall, Internet Explorer crashes.

[stenzrob]

SMTI is still looking good, Q1 report is coming out next Tuesday. This stock can move very quickly. New closing high today. By the way, since I am currently not able to run my screener, I am finding some new buy candidates by looking at the nasdaq new highs list and investigating the stuff I'm interested in for any of those between about $5 and $20. This is how I found SMTI, also SIMC in the same industry. It showed up on the list after 9/29, I bought some for 13.55 on the 30th and again for 13.06 on Oct 1.

SDGL is showing signs of life. They preannounced another profitable quarter with steady rev growth, and that the CEO is buying shares. Someone on another board said that Peter Leeds (who runs a subscription penny stock letter) selected it as a hidden gem with a target of 75 to 95 cents. I bought this at 46 cents and more again at 30 cents. Today, the 30 cent position became profitable.

My non-IRA brokerage is:
- up slightly since January 1.
- down 22% since April 14, when I yanked a good portion of it to pay for the Danube cruise coming up the 1st week of November, and rebaselined my tracking.
- reached a low point on August 12, down 43.5% from April 14. Correlates to nasdaq low point, not surprisingly. Nasdaq down about 12.5% over the same time period. My beta relative to nasdaq for that period = 3.45
- up 38% from that August 12 low point to today. Nasdaq up about 11% over that same time period. My beta relative to nasdaq for that period = 3.45

The obvious conclusion here is that I am not yet smarter than the market, just wilder. Yeeha.

Looking back, I made a couple of big mistakes that contributed a large amount to the gross underperformance from 4/14 to 8/12. (I'm not beating myself up, I'm just trying to learn from my mistakes.) Without these mistakes, the results would have been quite a bit different. Also, three of my current positions are down about 35% from where I bought - BRHI, PHMD, and AUO.
1. I had shares of PDEX that I had bought at $3 that I somehow managed to sell for just over $2, which turned out to be near the low. The weakness was due to insider selling and the perception of that, not anything that the company did or didn't do. I should have been more patient.
2. Took a small loss on QUIN by not selling immediately when they announced a secondary offering. The losses could have been worse if I didn't sell when I did, the price still isn't back to where I sold it, and I used this lesson to minimize losses later in LINK, which is now dead in the water.
3. I actually managed to lose some money on a trade in WITS. I got overexcited and bought quite a bit on margin in June, then got nervous when it started heading down in July and took a loss selling at $11.45. Still have quite a bit of this in my IRA, and the profits there have more than made up for the loss, but it still hurts to mistime it that badly.

regards ... stenz

[IIC]

Hi Stenz...you made a comment about not being "Smarter Than The Market"...Heck...Nobody is...But it is sure fun trying to "OUTSMART" it...And, personally, I believe that for one to do well... one has to enjoy the battle...and I think you and I, along with a number of others around here, do enjoy it...Best, IIC

[thebign1]

Stenzrob's MSN Screeners

By the way, since I am currently not able to run my screener, I am finding some new buy candidates..........

regards ... stenz

Hey Stenz, I can run the screener for you and post it. Just let me know which one you would like me to run. I believe I have most of the one's that you posted.

Regards, Norm

[Websman]

Hi Stenz...you made a comment about not being "Smarter Than The Market"...Heck...Nobody is...But it is sure fun trying to "OUTSMART" it...And, personally, I believe that for one to do well... one has to enjoy the battle...and I think you and I, along with a number of others around here, do enjoy it...Best, IIC

I must enjoy the battle also because I'm sure not winning it.

[stenzrob]

I must enjoy the battle also because I'm sure not winning it.

Never give up! Never surrender!

[Websman]

Never give up! Never surrender!

The battle WILL be won!!! (just not today...)

[stenzrob]

SMTI posted Q1 results this morning. Nice.