Cashmaker's hot stocks and trading

[scifos]

Hey Cash, what's your take on KAL now that it's begun human testing of its cancer drug?

[cashmaker]

CHB got new contracts from government last week, more contracts coming in when the go

CHB got new contracts from government last week, more contracts coming in when the government is ready to rebiult the cityies for Katrina victims :

The Champion Home Builders factory is filling a 150-home order for the Federal Emergency Management Agency, building 800-square-foot, three-bedroom mobile homes.

Each house will come with furniture and appliances: a couch, two chairs, beds and end tables, dining table and chairs, dressers, refrigerator and stove.

"All they need to move in is a toaster and a coffee pot," said Colleen King, human resources director at the factory.

Nationwide, Champion Enterprises is building 2,000 homes for FEMA.

King said she could not talk about how much money the government was paying Champion for the homes, but according to the FEMA Web site, the national contract for Champion Homes is listed for $80.8 million. That's $40,400 a home.

She said 15 new full-time jobs will remain even after the order has been filled.

The requirements for the FEMA houses are much different from the houses the factory normally produces, King said. And because the government contract called for them to be built on a tight deadline, by Jan. 1, workers had to adapt to the process quickly.

"The specs came from FEMA, and we were required to build to their codes," King said.

One requires the houses to meet the criteria of "Wind Zone 3," which means the houses must be able to withstand 110 mph winds.

The process has been a challenge, King said, because the factory also has to continue manufacturing its other lines of houses at the same time.

"There were so many families who were displaced, and this situation needed immediate response," King said.

King doesn't know whether the houses will be permanently placed, but eventually they will be shipped to staging points in Texas, Arkansas and Mississippi.

About a dozen houses on trailers sit outside the storage area north of the factory, with tags marked "FEMA." They are ready to go as soon as the government says it's time.

[cashmaker]

This week LSI Logic unveiled two new chips aimed at giving DVD and personal video rec

This week LSI Logic unveiled two new chips aimed at giving DVD and personal video recorder manufacturers an inexpensive way to offer ATSC SD and HD recording and playback.

With an FCC mandate of March 1, 2007, looming requiring the addition of an HDTV/ATSC tuner capability consisting of a digital tuner, an 8-VSB demodulator, and an ATSC-compliant HD decoder processor to peripheral systems, LSI Logic said the time is right for its new DMN-8633 and DMN-8683.

Based on the company’s DoMiNo architecture, both are single-chip solutions for ATSC-compliant HDTV DVD recording systems. While they are aimed at consumer products, the new chips could fuel broad acceptance of HD home recording devices based upon their relative low cost and high performance. As a result, they may be a critical factor in the equation that motivates a consumer to upgrade to high definition television.

LSI Logic senior product marketing manager Ed Silva said the new chips and the role they play in the future of HDTV is potential and the market is huge.

As we know that HDTV will be standard in 2007. Till then, most of the family use HDTV, we can imagine how big the market is. LSI's stock recovered since last month from low $ 7, I am bullish on LSI here and aiming for at least $10 target.

[billyjoe]

Cash,
A friend of mine just got back from New Orleans Tues. He reported several modular units being trailored in from Michigan with FEMA designation on them.

billyjoe

[cashmaker]

Add more shares of GEOI and ABLE here for oil price jump play. Winter Storm come too

Add more shares of GEOI and ABLE here for oil price jump play. Winter Storm come too early this year will push the heating oil price much higher than expected. Easy money here for small oil stocks. GEOI might go back to its $15 level and ABLE also.


Natural gas prices jumped to a new high Thursday and oil prices also climbed as cold weather across the U.S. Northeast, Midwest and elsewhere raised concerns about increased demand for home-heating fuels this winter.
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But some brokers said they were stunned by the market's apparent knee-jerk reaction to freezing temperatures and snow, chalking it up to speculative buying.

January natural gas futures surged by $1.20 to $14.90 per 1,000 cubic feet on the New York Mercantile Exchange -- a new intraday high for the front-month contract. The previous record was $14.75 set when the December contract was the front month. The rally in natural gas helped fuel the runup in oil prices.

[cashmaker]

Best heating oil small stocks to play is GEOI. GEOI has strong financial strength wit

Best heating oil small stocks to play is GEOI. GEOI has strong financial strength with positive EBITA and 37.50% growth rate. Less risk here. ABLE only has 2.5M shares trading, the oil price pressure will send it to sky.

Colder weather in the Northeast and Midwest drove expectations for greater heating fuel demand, although weekly inventory reports indicate that U.S. oil and gas reserves continue to grow. On the New York Mercantile Exchange, natural gas surged $1.14 to $14.84 per 1,000 cubic feet, as a barrel of light crude jumped 99 cents to $60.20.

[cashmaker]

Cold weather amd snow storm will last long this winter, according to weather analyst

Cold weather amd snow storm will last long this winter, according to weather analyst report. Now, even Texas has winter ice storm shows a inclemnet weather this year. Heating oil demand side increase tremendously, will push the price much higher than we can imagine. Still cheap for those small oil stocks compared to their record high this year in the summer, such as GEOI, ABLE, ESLR, BTJ. Will see higher jump soon.

[cashmaker]

Add more CHB here for market effect. With the strong earning from home builder compan

Add more CHB here for market effect. With the strong earning from home builder companies, the whole sector will back up. WSJ this morning report and mention CHB:



Small-Stock Focus

WCI Communities Climbs 5.8%

By Anjali Cordeiro Dow Jones Newswires
409 words
9 December 2005
The Wall Street Journal
C3
English
(Copyright (c) 2005, Dow Jones & Company, Inc.)

A jump in energy prices failed to hold down small stocks, which climbed and outpaced the broad market.

Home builders recovered some ground after selling off in the previous session. The sector was active after large-caps Hovnanian Enterprises and Toll Brothers reported robust growth in their quarterly earnings. Among small stocks, WCI Communities rose $1.46, or 5.8%, to $26.69 on the New York Stock Exchange after lifting its earnings outlook for 2006. Champion Enterprises (NYSE) gained 15 cents, or 1%, to 14.55.


Target for CHB is still >$20

[cashmaker]

Revisit retail store GMTN for its technical trend. From chart, it rebounced back from

Revisit retail store GMTN for its technical trend. From chart, it rebounced back from historical low $4.4 to current $7.5 within a short period. GMTN recently hired new management team GMTN--David C. Pratt to fill the newly created position of vice chairman of the board. GMTN specilizes in outdoor sports goods, especially in hunting.

Two reasons to play GMTN here:
1. Insider heavily purchased back shares in the last 3 weeks, totally at least 100,000 shares been bought back by insiders. Here is the number: http://www.form4oracle.com/company?c...75&ticker=gmtn

2. Cold winter before Chirstmas is a good news to outdoor sports retailer since people usually buy outdoor products for Christmas gifts. With cold winter, more people go hunting. I still remember last year this time GMTN tanked just because the winter came too late in Jan, after Christmas shopping season, which cause GMTN's stock tanked a lot. But this year, totally different, early winter and very cold, should boost GMTN's same store sales. Will see its earning number colorful in Jan.

In GMTN here aiming for target $9

[cashmaker]

EMC Named Leader in Storage Software Market for 11th Consecutive Quarter; Analyst Fir

EMC Named Leader in Storage Software Market for 11th Consecutive Quarter; Analyst Firm Reports #1 EMC Continues to Lead Storage Replication, Storage Resource Management Software Segments; Expand Market Share in Back-up & Archive Software



12-12-05 10:02 AM EST | HOPKINTON, Mass. --(BUSINESS WIRE)--

EMC Corporation, the world leader in information management and storage, led the world wide storage software market in total revenue for the 11th consecutive quarter in the third quarter of 2005, according to a report released today by IDC (a). During the third quarter EMC also led the storage replication market with more than twice the revenue share of the next closest provider, and the storage resource management (SRM) market with more than four times the revenue share of the next closest provider. In the back-up and archive segment EMC continued to grow revenue share and outpace the total market as well as the segment revenue leader.

EMC fair value is $16. My target is $20 for 6 months

[cashmaker]

GMTN insider keep buying back the shares. From Nov 22, totaly over 100,000 shares bee

GMTN insider keep buying back the shares. From Nov 22, totaly over 100,000 shares been bought back. Usually when insiders believe the share price is unrealistic low due to oversold, company usually buy back shares. Insiders' moving shed light on the stock's trend. Follow the smart money. GMTN still a good buy here. Its IPO was over $25 two years ago.

[cashmaker]

A good entry for EMC now, overreaction to the software and storage industry due to HP

A good entry for EMC now, overreaction to the software and storage industry due to HPQ and IBM's move. HPQ and IBM oversold so far and EMC will back up. Add more EMC shares here.

[cashmaker]

Market Risk dominate EMC's movement today, even though EMS has good news itself. No b

Market Risk dominate EMC's movement today, even though EMS has good news itself. No brainer here, I am average down here, easy money for rebounce.

Here is the news today:

EMC Cast as the Lead Role in Screen Actors Guild 24x7 Website


12-13-05 09:03 AM EST | Electronic Repository of Information and Intellectual Capital Based on EMC Documentum Platform Increases Efficiency, Reduces Operational Costs and Better Serves Actors

/PRNewswire/ -- EMC Corporation, the world leader in information management and storage, announced today that the Screen Actors Guild (SAG) replaced its outdated, paper-based system with an extensive online contract management solution based on the EMC Documentum(R) enterprise content management (ECM) platform. Consequently, the United States' premier labor union representing actors in film, television, industrials, commercials and music videos, has dramatically improved service to nearly 120,000 members while saving SAG personnel time, lowering operational costs, increasing efficiency and reducing the risk of misplaced or lost information.

"Managing and accessing millions of paper-based contracts, legal documents, resumes, payment schedules, photos and other information was not only time-consuming, but also resulted in duplicate efforts, excess costs and inefficient, error-prone processes," said Beverly Kite, SAG's Chief Information Officer. "We worked with EMC to develop an electronic repository of information and intellectual capital that improves the way we do business to better serve our dues-paying constituents."

[cashmaker]

EMC shorter buy back to cover before Fed meeting. EMC oversold and shorted by some da

EMC shorter buy back to cover before Fed meeting. EMC oversold and shorted by some daytraders. Should see rally tomorrow, easy money here for the rebounce play.

Interest rate campaign end of the road will boost market to 11000, congrad to long

[Websman]

EMC shorter buy back to cover before Fed meeting. EMC oversold and shorted by some daytraders. Should see rally tomorrow, easy money here for the rebounce play.

Interest rate campaign end of the road will boost market to 11000, congrad to long

Looks like a plan to me...