Stenzrob's specials

[drchrislee]

Portfolio

Hey Stenz, have you considered putting up a table of your positions, price and date you got in on, etc, like the Huge one has on his home page? I think both of your methods are great, and I'd like to spend some time analyzing yours a bit further, but it's tough to compile your movements when they're spread over a bunch of threads.

Thanks

[Risky]

I agree

Setting up a page with what you're doing would be very benificial Stenz.
Are you still looking at Crio around $2 range?
Deidra

[IamOrion]

QVDX

Stenz,
Have you purchased any more QVDX since it's recent pullback under $5.00. Is your outlook still good on this one. I never got in but watch it. Thinking of getting in here under 5.

Thanks,
Orion

[stenzrob]

1. I'd like to summarize my trades and positions like MM has, just haven't gotten around to it.
2. CRIO - I'm not interested in CRIO at $2. I only think there may be technical support for it there.
3. QVDX - Haven't added to my position, yet. I'll have to look into it further. As you all should know, I'm interested in revenue growth and stock price momentum. RWAV revenue has been declining, the first question is why and is it something that can be fixed by QVDX. The second question is what the market reaction to it will be, and not just today. Whatever I might think of the business prospects of the acquisition doesn't matter if instiuitions and other big investors don't like it.

[tokyojoeskid]

utsi

might want to add a postion in utsi
finally getting some recognition it deserves

http://yahoo.smartmoney.com/stockscreen/index.cfm?story=20031028intro&afl=yahoo

[drchrislee]

Table for you stenz...

I've taken the liberty of compiling all the trades you've mentioned in this thread and put them in a table. Excuse the weird html code and the funny values - it's an export from excel.

I've tried to treat every separate buy/sell as a separate item, even if they are in the same security. Feel free to tweak/use/modify/post whatever.

http://www.clpayne.com/sheet004.html

[stenzrob]

Re: Table for you stenz...

I've taken the liberty of compiling all the trades you've mentioned in this thread and put them in a table. Excuse the weird html code and the funny values - it's an export from excel.

I've tried to treat every separate buy/sell as a separate item, even if they are in the same security. Feel free to tweak/use/modify/post whatever.

http://www.clpayne.com/sheet004.html

Wow. That was a fair amount of research you did into my trades.
For completeness, perhaps not every trade was posted:

QVDX
Bought at $4.53 on 9/4/03, sold for $5.47 on 10/31/03
Bought more at $3.68 on 9/29/03, sold for $5.47 on 10/31/03
Bought (a lot) more at $4.16 on 10/22/03, still open

NTST
Bought (a lot) at $4.90 on 6/20/03, sold half of it for $11.98 on 10/17/03
Bought that half back at $10.83 on 10/24/03, still open
Bought some also at $12.86 on 10/20/03, still open

TRCI
Bought (a lot) at $6 on 8/26/03
Sold some for $7.95 on 9/19/03
Sold some for $14 on 10/30/03
Still holding some

API
Bought at $2.08 on 10/31/03, still open

HBIO
In addition to the trades you have, I still have some left bought at $6 on 9/15/03

MTEX
The ill-timed lot I paid $7.30 for was on 9/17/03

CRIO
Bought at $1.60 on 6/27/03, sold at $3.15 on 9/3/03
Bought at $3.00 on 9/8/03, sold at $3.13 on 9/24/03
Bought at $2.79 on 9/26/03, sold at $2.98 on 10/15/03

If you decide to take the time to fill in those blanks, I'll try to be more clear about my trades in the future. Or, you could e-mail me the spreadsheet, I'm at yahoo dot com.

[drchrislee]

Excel sheet

I've updated the sheet with the new info Stenz provided, and for the benefit of all, have posted that as well.

http://www.clpayne.com/stocks2.xls

[stenzrob]

TRCI retrace/pullback on lower volume than the advance.
The lot that I sold for $14, I just now bought back for $12.32.

[stenzrob]

SCKT

Just bought some SCKT for $3.79.
This was on my screen a while ago, but fell off as the price settled in and the 3 month RSI fell off. It broke out on record volume yesterday, and is showing some follow through today.

[tokyojoeskid]

said it once will say it again

UTSI

this stock is going to be beyond HUGE, buying more tomm at open even though that is not when i like too purchase stocks. finally the market got the diversification it was looking for when utsi announced another deal in australia and now the joint venture with panasonic for 3g phones the future of phones in china : http://biz.yahoo.com/rc/031105/telec...nasonic_1.html

do your own DD but really please someone tell me that there is something wrong with this stock, just came off a double bottom also. just the same kind of info surrounding sndk when it was around 11, awesome product increasing revenues, increasing eps i could go on about it forever but unfortuantely i have to study and pack for my trip to pennslyvania the aggies are going to kick penn states and pittsburgh's ass this weekend. football you ask? no no my friend, Swimming

doubling up tomm on utsi
woot
tjk

[mrmarket]

Re: said it once will say it again

UTSI

this stock is going to be beyond HUGE, buying more tomm at open even though that is not when i like too purchase stocks. finally the market got the diversification it was looking for when utsi announced another deal in australia and now the joint venture with panasonic for 3g phones the future of phones in china : http://biz.yahoo.com/rc/031105/telec...nasonic_1.html

do your own DD but really please someone tell me that there is something wrong with this stock, just came off a double bottom also. just the same kind of info surrounding sndk when it was around 11, awesome product increasing revenues, increasing eps i could go on about it forever but unfortuantely i have to study and pack for my trip to pennslyvania the aggies are going to kick penn states and pittsburgh's ass this weekend. football you ask? no no my friend, Swimming

doubling up tomm on utsi
woot
tjk

If I had to buy a stock and bury it for a year, UTSI would be one of them.

[RL]

drax

Hi Stenz,
Maybe you would like to look at this one not a mm stock but looks good tom. But what do I know. Just bought a bunch.

[stenzrob]

Re: Sold MTEX

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 !!!

... and getting TINIER every day. After the LENS fiasco (which I'm still holding), I see now that MTEX reported very good results and is now up about 40% from where I sold it. Seemed like the right thing to do at the time. Live and learn!

[stenzrob]

GMAI

Just bought some GMAI for $8.55. It's been on the screen for a while, I watched it run up, and it seems to be building a new base from which to launch.