Portfolio of the Week

[skiracer]

It always feels good to win your first one and break the ice. I'm betting there will be more winning weeks in the future for you River.

[IIC]

Hi Peanuts,

Going with ICOC long next week.

Welcome...Mind telling us why you like it?

I bot it in May 5x avg. 6.01...held it all the way down...Sold about 30% at 7.06, 20% at 6.15 and about 30% in the 5.70's...Still have about 20% of the original buys...thx...Doug(IIC)

PS: Congrats River, Mimo, and Stenz...I tried a last minute push do or die...Guess I died

[Lyehopper]

Congrats River, Mimo, and Stenz. A bad week for the plus side but you guys perservered. Good show. Great running commentary all week Peanuts. It certainly makes it that much more interesting.

FORG - long please Peanuts and only if Lye has had enough of it and doesn't want to try it another week.

Well, actually I was going to play it again.

[skiracer]

Well, actually I was going to play it again.

No problemo Lye. If you want it you got it. I can make another pick.
Peanuts, take me out of FORG and give it to Lye. I'll take AOB - long again this week. Thanks. I hope you win by a 30% margin. I like it for a move up this week.

[Karel]

River, congratulations! I didn't check in between, but my record low win is a goner.

Regards,

Karel

[stenzrob]

week4 wrap

Congrats to riverbabe on a great pick and a great week, also to mimo! I felt lucky to just get out of the burning building alive. It helped to concentrate on watching riverbabe running away in front of me. <insert obscure reference to Trace Adkins song here> Again, many thanks to peanuts for tracking & commentating.

My pick was IMOS for which I have posted a bit more info on the stenz thread. I see it as undervalued (by Yahoo data: PEG=0.15, price/sales=0.87, price/book=1.24), profitable with good growth, and recently raised estimates. Technically, it was moving up from a double bottom on strong volume before increasing guidance, and has been moving toward the top of a 2+1/2 year trading range on consistently strong volume.

[scifos]

I'll take WAG long. Thanks.

[spikefader]

River, congratulations! I didn't check in between, but my record low win is a goner.

Regards,

Karel

Thanks for the link back Karel. DMK's mulitple big winners on that performance list is HUUUUGEE!! Good job, dude!

[Gatorman]

Pick

Will take SFN long again for this week.

[sirtuck]

Potw

Sirtuck picks ABB long for next week, Congrat to riverbabe.

[JohnHenry]

Ca$h

Hi Peanuts

Please start me out with CA$H....Thanks

[skiracer]

Here's what I like about FORG this week. Lye's got it and I think it makes it's move this week. Any feedback on my take is welcome please. I own a nice chunk but this looks like a nice area to buy it. After looking at the chart a bit more there is another approach to the wave count that could hold water. On the weekly you could start the 1st wave at the .41 level and count from there. That would give a 5th wave up which is normally as strong as the 3rd wave and sometimes stronger. Either way, whether it be a 3rd or 5th wave it looks good here.

[IIC]

Let's look for MOT to keep falling off a cliff...I'll take MOT short at the open...thx...IIC

[skiracer]

I like AOB this week. Here's why. I also own it.

[Websman]

RWC - long