Portfolio of the Week

[IIC]

Rob,
HOM - long please. Billyjoe, I hope for both of our sakes that you lose big time this week. Nothing personal ya know.

Whaddya think?...Big hurricane this week or sumpthin'???

[Runner]

Rob, DXPE long...

[gerihearne]

cash please

cordially,
geri

[skiracer]

Whaddya think?...Big hurricane this week or sumpthin'???

We're in the season now. But that would be bad karma to wish more hurricane devastation on those people in the Gulf region. I'd like to just ride along on what's been done and getting them fixed up decently.

[Websman]

This week, I'm going against the odds. The Vulcans are taking a gamble...

Rob I want to take..... (drum roll please)..........................

ISON long

[IIC]

We're in the season now. But that would be bad karma to wish more hurricane devastation on those people in the Gulf region. I'd like to just ride along on what's been done and getting them fixed up decently.

Just a word of caution...HOM's receivables will continue to grow...Doug

[Gatorman]

Pick

I'll start out in cash.

[Rob]

A Gamble Is Right

This week, I'm going against the odds. The Vulcans are taking a gamble...

Rob I want to take..... (drum roll please)..........................

ISON long

Webs, a gamble is right! Whoah! That chart looks like a Spikefader burnt toast chart! What is there in the VTP that shows anything positive here?

[spikefader]

Webs, a gamble is right! Whoah! That chart looks like a Spikefader burnt toast chart! What is there in the VTP that shows anything positive here?

lol you got that right Rob. Obviously Webs is going for the double bottom bounce......but sheesh....I think it's Toast alright. What an ugly chart lol It reminds me of ZICA. I think they're both going to zero.

[Gary611]

Good Morning, For breakfast I'll have..

Burnt toast & a rotten egg. I gotta tape worm & it's good enough for him!!NYUK, NYUK!!

Rob, MED long, please, I gotta lose some of this baby fat!!

[RL]

Back to the darts hit CVS so thats It Mr. Rob

[IIC]

Just a word of caution...HOM's receivables will continue to grow...Doug

From Briefing this morn:

9:01 ET Home Solutions responds to inquiries regarding acct receivables, guidance, stock sales (HOM) 9.71 :Co responds to investor inquiries concerning its Accounts Receivable and other matters. In executing its disaster relief work from Hurricanes Katrina and Rita, which the co classifies as recovery services, many of the receivables are paid over longer time periods due to govt agencies and insurance cos reimbursing claims for work performed. As a result, receivables have increased in absolute dollars and in DSO's, although at a more favorable rate than the restoration and recovery industry overall. The co expects the DSO's to decrease throughout the year as its business shifts to build-back work during Q2 and throughout the balance of the year. During Q2, the co has already collected insurance-backed receivables, valued at $1.5 mln that were over 150 days old. Over the past two years, the co has experienced bad debt expense related to receivables of less than 1% of revenue. The co's $10 mln credit facility remains unused. The co also says it remains confident that it will meet or exceed its recently updated outlook. Co says that "Since the conclusion of the Mayoral election, work has increased in New Orleans." Finally, the co notes that recent sales of stock by the C.E.O. were the first such sales by the executives since the co's inception. The sales were conducted for diversification and estate planning purposes. In connection with the sales, Mr. Fradella exercised options to acquire an additional 1.6 mln shares at a cost of $2.8 mln, significantly increasing the number of shares he directly owns.

[IIC]

IFO long...IIC

[Rob]

Micky's MOVI

So far this morning, MickyMouse's MOVI pick is by far and away the breakaway star. Super sleuthing job, Micky! Looks to be busting out of a 4-month cup w/ handle.

[Rob]

Dxpe

Runner, DXPE is doing great so far. Unfortunately, that 7.3% gap up at the open is going to hurt your score this week.