Portfolio of the Week

[IIC]

I'm going to simplfy things for this week. I will only include my picks that comprise > 10% of my portfolio. $3333 each on:

FORD
MANC
DW

You got a buck left over BJ...You could load up on DRIP.PK

[IIC]

Nice going Spike

[grebnet]

Try Again

here we go :

ISO (what the hell, I do own some from yrs ago)
EGY
HURC
EFJI


Once again ,I own them all

[B.J]

You got a buck left over BJ...You could load up on DRIP.PK

10000 shares, I'm in LOL!

[MickyMouse]

I'd like to throw my hat into the ring this week.

Longs: cdv modt

Micky

[grebnet]

Suggestion for this thread

I am wondering if participants in this thread would be interested/willing to add a note on each stock as to why it was chosen. ie:

list fundamental reasons
list technical reasons
a friend told me
a fortuneteller told me(you can include spike as your source
recent good news

etc etc etc etc ...................................

To me this may lead to other stocks to do a due diligence on, and increase the value of this thread and board to members.....??????

Just a thought.

[billyjoe]

Grebnet,

Great idea and since there are few picks this week I'm jumping into the contest. You won't see Alex Trebec do this. Once and for all my remaining credibility will be destroyed. Here are my picks and why.

OMM and TOPT nice patterns , tankers will continue hot streak
BEBE up and coming retailer overdue for a nice run
short IIG great idea brings in desperate customers who are flim/flammed out of their $. Numerous investigations and lawsuits on the horizon.



billyjoe

[billyjoe]

Scifos and RL,

We've still got room if you want in. Don't improve any more ,Scifos, your "Freight Train" picks are getting too good, but we always like to pick the brains of you and Ray.

billyjoe

[RL]

here are the dart throws

ffiv
zqk
tsra
os
nss

[scifos]

Okay then, I'm in again. Getting a little away from what I did last week though. (VLO, NX and NUE will take a breather this week)

HOC took a short breather from my Freight Train list, but is now back in the top 3 for the list

MUR, an oil stock. Its on my industry leaders list, and its one hell of an industry.

DHI, its also on my FT list, and is on my MoMo and industy leader lists.

VAS had a MACD crossover and gapped up on friday. Plus a bullish engulfing on thursday. Actually this one is kind of a shot in the dark, as I haven't really looked closely at it.

TNSU its low price gives me a chance for it to get a big % gain. Plus it just had a bullish engulfing on friday and a bullish harami on thursday.

[scifos]

here are the dart throws

ffiv
zqk
tsra
os
nss

wow, good pick with OS (but maybe a bit late now). Been on my Freight Train list for awhile, but never in the top 10. A very strong upwards trend. Actually fell of my FT list this weekend (don't know why, still looks good to me).

[grebnet]

Why I chose what I did

Ok since I suggested it Ill start with this week.

ISO -- Ill never get my money back on this one. Ive had it from my "stupid years" . It does appear to be improving now . Just stated they will have revenue in 1st qtr of 2005 greater than all of 2004 . and profits may be turning up(positive.) I actually tried to add to my position Friday but didnt fill. This is a longshot , but only .45

HURC- -----This is showing great growth.. Had great earnings and has had a pullback since then. Only risk is they are benefitting from weak dollar so you gotta decide if the dollar will strengthen(sp?) . If not this will go up(I think).

EFJI-------The confusing part about their earnings is fron 2nd qtr 2004 when they reported a .08 loss despite a 64% increasew in revenue. This loss appears to be due to a charge for repriced options ( wouldnt want the officers to lose out because their company didnt do as well as planned in the past) I think repricing options sucks but this is a widely excercised approach to keep officers. Earnings are 3/1 so i am gambling on improvement. Guidance has been positive.

EGY -- I sold a week ago at 4.85 happily with a 13% gain . Ive been trying to buy back ever since at a lower price and will continue to try. Their numbers look too good. I often think I must not understand this industry as their multiples appear too good. If anyone has thoughts about this stock please share them .

I welcome any positive and especially negative views on any of these choices.

[grebnet]

to Scifos ???????????????

is that TSNU not TNSU ???????????????????

[billyjoe]

The field is set, a record number of contestants (7). Check for opening prices about 9:30 am est tomorrow.



billyjoe

[jiesen]

why AGYS?

I am wondering if participants in this thread would be interested/willing to add a note on each stock as to why it was chosen. ie:

list fundamental reasons
list technical reasons
a friend told me
a fortuneteller told me(you can include spike as your source
recent good news

etc etc etc etc ...................................

To me this may lead to other stocks to do a due diligence on, and increase the value of this thread and board to members.....??????

Just a thought.

My AGYS pick probably goes best under the fortuneteller category.

A black box model (meaning one that I have no clue how it works) that's been pretty steadily spitting out such winners (60%+ in a few months) as POG NAFC and SUN, and more recently VTIV, which is up 30% since it was bought by that model, just bought AGYS. I have so far been too lazy to follow it up with proper DD, and so probably won't buy it... but entering it in the POTW contest might force me to take a better look at it. I'm not too happy about passing on VTIV at 19, when I first considered it, and was also too lazy to really look hard enough at it.

Anyway, so far from what I see of AGYS it looks solid enough. Fundamentally, they are making almost $2B/year in revenue now, up from $1.4B last year. The market cap is only about $0.5B, which is also only 2-3x book value. They seem to be capable of making at least $50M/year... though I'd have to look closer to be sure about that. That gives them a P/E of 10.

And techinically,

http://finance.yahoo.com/q/bc?s=AGYS&t=2y&l=on&z=m&q=l&c=

the chart is pointed in the right direction.

The news seems to be all pretty good so far (but of course that can always change overnight). But to tell you the truth, I don't really understand their business at all.

P.S. Greb, I'm liking the avatar... go Grebracer!