Stenzrob's specials

[New-born baby]

bailed out of AVAV at 23.62 for a very slight gain.

The chart doesn't look all that great, the volume is low, and they report tonight and I'm not really all that confident about what they're going to say.

You're a smart guy.

bailed out of AVAV at 23.62 for a very slight gain.

The chart doesn't look all that great, the volume is low, and they report tonight and I'm not really all that confident about what they're going to say.

back into CRDN again at $48

bought some RGEN for $5.25

just sold the WATG position for 9.70, +9.36% since last Thursday.

Taking another look at LUNA, which took a bit of a corrective dive today. Also looking again at NTWK, which I bought & sold as a momo play about a month ago, and seems to be making a new base.

For now though, only continuing to hold AVAV, AOB and SDTH.

Position update

Current positions:
WATG: 9.44/8.87 = +6.4% since 11/29/07
AVAV: 24.05/23.40 = +2.8% since 11/29/07
(both too thinly traded to use any stop)

SDTH: 8.16/8.22 = -0.7% since 11/30/07
AOB: 11.70/12.65 = -7.5% since 11/06/07
- 11/06 ?! I'm at risk of turning into a long term investor!

Price movement after some recent sales:
ININ: sold at 27.20 for +0.7% on 11/29, now at 26.12 (-4.0%)
SIGM: sold at 67.50 for +12.5% on 11/29, now at 65.07 (-3.6%)
CRDN: sold at 50.75 for +20.0% on 11/29, now at 49.44 (-2.6%)
VDSI: sold at 21.67 for +3.00% on 11/27, now at 22.44 (+3.6%)
LUNA: sold at 7.98 for +10.2% on 11/20, now at 9.13 (+14.4%)
- where's the darn LUNA pullback I wanted?
This stock may just take off and end up with me chasing after it.

bought some SDTH for $8.22

Maybe I'm just seeing what I want to see.
AVAV reports next Tuesday after the close.

Sold AVAV today for $24.85 (+3.28%)
Still like the company, but the trend just does not look right.

Put AVAV back in my portfolio again today at $23.40.
Bought on 11/1 for 24.06,
sold 11/14 for 24.85,
bought 11/28 for 23.40.

Seems like I do something with this one every two weeks, and so far, making a bit of spare change even while it is in a slight downtrend. If I had the patience, I wouldn't mind holding this one, but where's the fun in that?

buy WATG again

Bought some WATG at $8.87.

If the numbers on Yahoo are right, then the PEG is less than 0.5 and the ROE is over 29%.

Major new contract announced recently, and the announcement included some rough guidance for ~40% revenue growth in 2008, while the PE is less than 20 (hence the PEG under 0.5).

Plus, the chart looks good. The ideal case would have this flat through tomorrow, so that it doesn't help spike in the POTW contest , then break out and run starting Monday.

Doing some selling today

Sold CRDN at $50.75 , SIGM at $67.50 , ININ at $27.20

CRDN 50.75/42.10 = +20.5%
SIGM 67.50/60.00 = +12.5%
ININ 27.20/27.00 = +00.74%

Current long positions:
AOB 11.55/12.65 = -8.7%

SIGM reports, up after hours

Bought SIGM $60.

Finally ... the report. I have sat through some underwater time on this one for almost a month. It had gotten down to $50 briefly, over 15% down for my position. But, it showed support there, reversed, climbed back to almost breakeven today. Then, it screamed upwards after hours today to $66 after their report and guidance. Now I have to recalculate value and decide whether to continue to hold it.

Just bought some CRDN at $42.10.

Had some good luck on this one so far. $42.10 is looking like pretty darn close to the bottom, I didn't catch a falling knife, I picked it up off the floor just after it stuck! At the current $50.80 price, my position here is up over 20%. Still holding for now, looking for at least $65.

AVAV trend

An update to this chart, if I had time to do one, would show AVAV back near the lower end of the declining channel. I'll wait a bit longer before giving it another shot.

Bought VDSI at $21.04.

Sold this at $21.67 for a quick 3%. Just want to see if I can either get this back for less or find something else. The climb out of the hole may go more slowly than I would like.