Portfolio of the Week

[Rob]

Goldman Sachs

And Goldman Sachs this morning, on IMCL earnings:

"IMCL (OP/N): 1st take: Beat EPS on strong Erbitux and tax benefit

Imclone (OP/N) reported EPS of $2.51 vs. our est of $1.10 and consensus of $1.00. The upside reflects strong Erbitux sales, lower expenses, and a tax benefit of $1.08/sh. Domestic Erbitux sales were $138MM, $8MM better than our forecast and $7MM higher than consensus. Management indicated that there was no wholesaler stocking. Our estimates are under review."

Lawd! I love it.

[Lyehopper]

Great call on IMCL Rob!

And Goldman Sachs this morning, on IMCL earnings:

"IMCL (OP/N): 1st take: Beat EPS on strong Erbitux and tax benefit

Imclone (OP/N) reported EPS of $2.51 vs. our est of $1.10 and consensus of $1.00. The upside reflects strong Erbitux sales, lower expenses, and a tax benefit of $1.08/sh. Domestic Erbitux sales were $138MM, $8MM better than our forecast and $7MM higher than consensus. Management indicated that there was no wholesaler stocking. Our estimates are under review."

Lawd! I love it.

Congrats Rockin'Rob.... You are HUUUUGE!!!! What's your target?

[Rob]

Target

I'll tell ya', my impression right now is that the probablility of this company being sold is so high that I'm looking to hold it until I get the sale price, whatever that might be ... and if that never comes about I'll just hold it long-term until I get at least 120 or so, 'cause I think it can go there -- monitoring it all the while of course for changing market conditions.

[Jim Smith]

Rob,,,,I want to close down my SWIR short......Tried to get cute with this thinking at least part of last week's move would retrace....SWIR is actually one of my favorite stocks, I think it doubles from here....

[Rob]

Holding On

As I watch in disbelief IMCL continue to defy what should be tremendous upward pressure, I see that Pete and Scifos have both managed to hook into some pretty huge winners so far this week. Great picks, dudes! Solid gold.

The good news is that IMCL is not taking a 5 or 10% haircut on the earnings report as has been known to happen ... (yet). That's encouraging at least, and I'm holding.

[New-born baby]

peix

Rob,
I'll take PEIX short please.

[Rob]

Peix

Rob,
I'll take PEIX short please.

Let's see, let's see ... PEIX ... P-E-I-X ....... oy yeah here it is, and it trades on the NASDAQ .... so it's a good one this time .... (good meaning "valid" ... we won't know if it was actually "good" until a little later)

[Rob]

Week 17 (4), Day 2

Wow! Pete H. and Scifos found a couple of HUGE plays this week! And Micky's SVVS is none too shabby either ... just not quite as un-shabby as the other two.

This chart doesn't show it yet, but the Flaming Brain's play on WIRE is takin' off in the after-hours market too! (And I mean big time.)

Congrats, dudes!

Monday

[Rob]

Cell

And Karel's CELL is now powering forward in after-hours trading too! Awesome!

[Lyehopper]

And Karel's CELL is now powering forward in after-hours trading too! Awesome!

WTG fellas!

And Spike's short play (that I exited out of fear) is falling just like he planned. Now SIRF is down 10.5%!!!! Nice play Spike.

[scifos]

Lots of big movers this week! CLEC will be in play all week as it just announced it'll broadcast earnings on tuesday of next week, and there's tons of speculation that they'll come out big.

[The Photon]

Rob, I might have finally made a wise move I sold my position on BBD and entered all I could into WIRE this morning, I didn’t have the huevos nor the Vulcan blood to deal with its decline, alas the -8% can slim rule of thumb entered the picture. If history repeats itself all holding BBD can now expect a tremendous reversal - will see how it shakes out, just pissed that I sold another mm stock at a loss...-

[sowersnc]

Amazon had slightly better earnings than I expected. I am not sure which direction it will go tomorrow but I'll bet it goes quickly. Right now I'm happy I didn't grab some puts on it.

[Shadow]

I'm having trouble making up my mind this week.
Sure I can't have two?

Boy...I sure did that well!

I had it narrowed down to two choices
Stock I picked: -4.10% (EGY)
Stock I didn't pick: +18.35% (LDSH) .....glad it was in my real port.

I have to quit using that 2 headed penny!
Congratulations guys on great picks.

[rivercitydan]

Wire

MY WIRE UP 13% AFTER HOURS ADDED MORE SHARES. BLOWOUT EARNINGS.

RCD