Stenzrob's specials

[stenzrob]

Re: XTND

I just bought some XTND for my IRA, for the usual reasons. Paid $6.02. It's possible that it could still have a pullback to the 20 or 50 day moving average, about 15 to 20% down from here. If this happens on lower volume than the recent advance, I will buy more. If this happens on roughly the same volume or more, I'll reconsider. Target is about $10, +66%. We'll see.

Changed my mind - sold the XTND for 5.95. Doing additional research, I find XTND embroiled in lengthy and contentious patent battle with PUMA. News flow on the case had been slightly favoring XTND, but news out this morning leans the other way slightly. I decided I wouldn't live with the uncertainty and just got the hell back out before any serious damage was done.

[George]

Hi Stenz
I have been following your writings regularly since early August '03, but unluckily, had only invested in GORX where I did take a loss.

However, today I have taken a position in CPTV at 13.00. I also intend to put some money in your other picks in the next week. Hope works out this time.

Finally, I would like to ask you, if I have to choose only three more stocks which ones you believe they should be out of the remaining six. Or would you suggest to wait a bit for some new opportunities to appear.

Regards

[stenzrob]

Hi Stenz
I have been following your writings regularly since early August '03, but unluckily, had only invested in GORX where I did take a loss.

However, today I have taken a position in CPTV at 13.00. I also intend to put some money in your other picks in the next week. Hope works out this time.

Finally, I would like to ask you, if I have to choose only three more stocks which ones you believe they should be out of the remaining six. Or would you suggest to wait a bit for some new opportunities to appear.

Regards

George, I hope CPTV works out better for you than GORX. If we had just had the patience to hold onto GORX, it wouldn't have been a loss at all. That would have been the $$$M_M$$$ strategy. But for every GORX where I take a loss and could have had a gain, there is a LENS where I take a loss that could have been a disaster. It might be an interesting exercise to add to drchrislees spreadsheet a column for current price on closed positions, to see if I got out near the top, escaped disaster, or goofed up completely. (This would be a little misleading in the case of TRCI, where I kept selling at a profit and rebuying the same bunch of shares for less again.)

I would rather not give advice on which 3 out of 6 would be better. I discussed the concept of statistics on my portfolio. They all look good to me. As far as waiting, I belive that my record clearly shows that my stock picking ability is awesome, and my timing is often sub-optimal, to put it mildly.

[stenzrob]

Re: More money

Sold ABMC for 14.5% gain in 4 days (including weekends) ...

Doc, What's going on with ABMC, man?

[drchrislee]

Re: More money

Sold ABMC for 14.5% gain in 4 days (including weekends) ...

Doc, What's going on with ABMC, man?

Well, not sure...earnings will be announced mid Feb, maybe people got scared, maybe a lot of big investors were taking profits. Anyone else have info?

Everything still seems to be the same...but with today's action the chart doesn't seem to fit stenz's pattern anymore I think. I'd be wary of this one for a bit.

[Tsevni98]

Hi Stenz I bought QVDX today

in at 6.15 . Hopefully it treats me right .

Looks like earnings are due on 2/2 . Hopefully it will be in the 7s by then.

[stenzrob]

Re: More money

Sold ABMC for 14.5% gain in 4 days (including weekends) ...

Doc, What's going on with ABMC, man?

Well, not sure...earnings will be announced mid Feb, maybe people got scared, maybe a lot of big investors were taking profits. Anyone else have info?

Everything still seems to be the same...but with today's action the chart doesn't seem to fit stenz's pattern anymore I think. I'd be wary of this one for a bit.

The stock drops big on very heavy volume, and then the announcement comes at the end of the day that the CEO, who's been on the job since all the way back in October, 2003 was summarily canned. Hmmmm ...

[stenzrob]

WITS

WITS, which I am watching since it comes up on my screen, just posted a reasonably nice report tonight, and was up after hours. They compete with NICE, which is also on my screen. I don't own either one ... yet.

I really wish that WITS was a $$$MR_MARKET$$$ pick, just to see what kind of commentary we'd get for it. "Can I get a witness?"

[stenzrob]

Re: Hi Stenz I bought QVDX today

in at 6.15 . Hopefully it treats me right .

Looks like earnings are due on 2/2 . Hopefully it will be in the 7s by then.

I hope so, too, tsevni. I really like QVDX.

http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=1600604485&tid=xcar&sid=1600604485&mid=9209

[Tsevni98]

Hey Stenz

Hi just ran the screener that you posted up top:

http://moneycentral.msn.com/investor/invsub/finder/finderx.asp?Query=SV1QF150Z04L25ZF151Z04L5ZF136Z00F138Z05L3ZF115Z04L50000ZF116Z04F118ZF253Z04L85ZF307Z04L50ZF137Z05L0%2e3ZF134Z04L1%2e3ZF3Z04L1%2e5ZF234Z05L10000000000ZF163Z04L30Z&Name=Accel%20Rev%2bPrice%20high3mo&Tickers=25

QVDX does not show up. Why is this? Is it because QVDX latest earnings have not been released?

THanks TSEVNI

[stenzrob]

Re: Hey Stenz

Hi just ran the screener that you posted up top:

QVDX does not show up. Why is this? Is it because QVDX latest earnings have not been released?

Several of the stocks I'm holding no longer show up on the screen results. In order to see why, or to see how any other tips that you might get from other sources compare, enter the ticker into the "Compare With:" box and click "Add". If the stock doesn't show up because of weak revenue growth, high debt, low gross margin, or high price/sales, I would be concerned. In QVDX's case, it fell off the screen because the 3 month RSI is currently only 72. If you go back far enough, you'd see that when I owned NTST, I pointed out that it was not on the screen only because of a weak 3 month RSI, but I really liked the companies performance. That was before the stock tripled. The screen criteria are more like guidelines than rules, as Capt. Barbosa would say.

Hope that helps ... stenz

[stenzrob]

Re: WITS

WITS, which I am watching since it comes up on my screen, just posted a reasonably nice report tonight, and was up after hours. They compete with NICE, which is also on my screen. I don't own either one ... yet.

Bought some WITS this morning for $9.50. Market reaction to what looks to me like very nice resluts isn't always what I expect, so I had placed an order for it at $9.10, but it never got down there. I kept raising my bid, chasing it a bit, which I don't normally do, but it looked some serious volume coming in.

[stenzrob]

Bought some HSKA today at $3.02. It filled in lots of little chunks, some odd-sized.

The WITS and the HSKA are in my IRA, which had been sitting at over 50% cash for the last several weeks since liquidating positions in NTST and TRCI. Still at 35% cash, positions in that accout are roughly equally split between WITS, HSKA, HBIO, GMAI and API. Current thinking is to keep that cash position in case of an opportunity.

[stenzrob]

Re: CKCM

Well, CKCM finally broke through today...a nice 10% gain today. Earnings on thursday, expected to be very good, so hopefully that one will appreciate nicely.

*raises a glass to Stenz*

Congratulations, doc. CKCM was higher on the percentage gainers list today than my WITS, and I didn't even get into WITS quite at the bottom. Hope you were still holding CKCM for the gap up.

*raises a glass to drchrislee*

[Tsevni98]

Stenz I own HSKA as well

I bought HSKA a couple of months ago after REv SHark called it a CANSLIM stock., I guess with 50% y o y revenue growth that can happen.

We will see what the earnings have in store next month.


I also own DITC which I am prepared to dump once it pops on the move through key resistance of 25.

Maybe I can getta WITS then.