Cashmaker's hot stocks and trading

[cashmaker]

Valueline raised CHB's techical today to 1 which signal the best entry point. CHB wil

Valueline raised CHB's techical today to 1 which signal the best entry point. CHB will rebounce from here. Add more shares.Short will cover soon. CHB's play recall me the NGPS when it was down to $14 and rebounce to $30. Another big meat for me to play, easy money here. Valueline's raise its timeliness to 1 not long time ago aiming $20 target.

Here is the number:
Value Line Ranks*

Timeliness: 1 (Raised - 09/30/2005)
Safety: 4 (Lowered - 11/08/2002)
Technical: 1 (Raised - 01/06/2006)
Industry: 64 (Manuf. Housing/RV)
BETA: 1.7 (1.00 = Market)

[cashmaker]

Thanks all of you pay attention to my comments

I used to be a big TA fans and addict to it. However, on average, TA can not bring me gold. You lost some and win some, finally it turns out to be a zero sum game. I struggle for years and tried to find a way can give me "sure profit" on TA until someday one CFA analyst told me that "A good fundermental portfolio manager can not live without a good trader" which shed light on my trading life. I got the CFA later and learn tons of FA and model building technique. Now I can conclude my stratergy is Crossectional regression models help me to filter companies and time series models help me to trade. BTW, i also look at psychology, astrology,etc. I can say one thing is my picks is not coincidence or luck, it contains my almost 12 hours work every day(exclude weekend). I read tons of report from valueline, monringstar, valueengine, S&P report, first call, etc. I can tell you one number to show how good my portfolio is, my last 3month return is >50% (of course from oct to next jan is the best time for us) but last year I still made >35% which is far more than s&p 5%.

Although I made some mistake like FLEX and you can say CHB or whatever, on average I make cash.

[cashmaker]

update of my growth portfolio, you can find my previous comments on most of these sto

update of my growth portfolio, you can find my previous comments on most of these stocks:
AirLine: LUV JBLU
Hightech/SOFTWARE: BMC,EMC,MPS,ACN
Steel: SCHN, OS
Retail: NDN, GAP
EMS: FLEX
Homebuiling: CHB, FLE
Small Good FA stocks: RNAI, BTJ

The best upper space stocks IMO are: EMC, CHB, MPS, NDN and FLE. Some of stocks like SCHN, OS and JBLE I have only Hold sentiment due to their recent jump, but i can not find a reason to sell.

[cashmaker]

More good news to CHB:

More good news to CHB:
*DJ S&P Raises Champion Sr Note Rtg To 'B+'>CHB


(MORE TO FOLLOW) Dow Jones Newswires
January 05, 2006 12:40 ET (17:40 GMT)
Copyright (c) 2006 Dow Jones & Company, Inc.- - 12 40 PM EST 01-05-06

[cashmaker]

Is this true or rumor: HPQ will buy EMC? If it is true, EMC+HPQ > IBM

Is this true or rumor: HPQ will buy EMC? If it is true, EMC+HPQ > IBM

HP Will Buy EMC

Okay, so maybe this is a stretch. But think about it: Lump some of the most sophisticated, cutting-edge storage and software with some of the best high-tech services money can buy and you've got ... well, you've got another IBM.

Bocada CEO Mark Silverman, whose modest Bellevue, Wash., company makes storage management software in Microsoft's looming shadow, thinks it could happen.

"The fallout will be huge, both to the HDS relationship, as well as all of HP's storage software," Silverman said in a recent interview. However, it will enable HP (and EMC) to leverage HP services to try to compete with IBM."

Silverman said HP doesn't have much of a storage product portfolio or strategy, while EMC isn't exactly known for providing services.

"EMC has to get bigger and grow outside of storage," Silverman explained. "They created products with high price points, but I credit them with making storage central to IT decision-making."

Silverman also said that the acquisition rate in the past few years has taken its toll on the independent storage channel, with smaller players being sucked up into EMC's, IBM's or HP's solution sets.

http://itmanagement.earthweb.com/article.php/3574631

[cashmaker]

AMC Article unveil some signal on the HP-EMC deal rumor. Today's unusual volume and s

AMC Article unveil some signal on the HP-EMC deal rumor. Today's unusual volume and selloff at the market open is MM's typical play? Today's trading chart may shed light on institution absorbing at low price after bashing EMC in the morning by means of blaming EMC' transitory small one time charge effect. I-Watch showing tons of buy at the low $13.6 and with higher than average institutional buying:

http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_ticker?ticker=emc

I smell something during the trading and Bingo! some articles talk about HP buy EMC after market close clear my doubt. Hope this deal is true.

http://www.eweek.com/article2/0,1895,1908849,00.asp

"EMC Corp. and IBM are poised to make out best in this environment, due in part with partnerships with other large vendors, Farmer said in his report.

About 31 percent of the CIOs say Hopkinton, Mass.-based EMC will pick up more of the spending share, which stands at about 23 percent now, according to analyst firm IDC, in Framingham, Mass.

The share could be considered even larger if EMC's partnership with Dell Inc. is factored in. Dell resells EMC's high-end storage lines, and those EMC machines account for a large percentage of Dell's overall storage revenue, the report said.

The partnership gives Dell, of Round Rock, Texas, the high-end storage devices it was lacking before, and EMC the access to the midrange and low-end that it didn't have before.

A quarter of the CIOs also said IBM, which has about 12 percent of the market, will gain share, the Merrill report said. "

And more:

http://www.internetnews.com/ent-news/article.php/3575496

Google it up and you will find more news about EMC-HP

[cashmaker]

EMC upgraded by CSFB analyst after market Friday to a new high target of $26. That is

EMC upgraded by CSFB analyst after market Friday to a new high target of $26. That is almost 100% price target to its current trading value. I am very bullish here on EMC in the next few month. My old target was $20, but now I won't sell it even at $20. Next week will be interesting for EMC. Today's sell off now make sense to me: MM bashed on it and absorb at a lower price.

EMC's Competitive Position Seen Validated
Kate DuBose Tomassi, 01.06.06, 5:04 PM ET


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NEW YORK - Credit Suisse First Boston research analyst Andy McCullough reiterated an "outperform" rating and a target price of $26 on EMC following the data storage giant's pre-announcement of fourth quarter 2005 earnings with revenue beating the company's original guidance.

EMC (nyse: EMC - news - people ) pre-announced revenue of $2.70 to $2.71 billion, ahead of previous guidance of $2.67 to $2.69 billion. The company said it expects earnings of 17 cents per share, above the original guidance of 16 to 17 cents.

"We believe that these results again validate the strength of EMC's competitive position and the diversification of its business model," McCullough said.

The company also announced plans to cut 1,000 jobs, or approximately 4% of its global head count, to expand its sales force and improve focus on growth opportunities.

"With the company having completed 13 acquisitions in the past three years with minimal work force reductions, we view this rebalancing to be a natural operational progression and not the result of diminished internal expectations at EMC," the research analyst said.

EMC is scheduled to announce fourth-quarter earnings on Jan. 24.

[grebnet]

EMC buyout ??

Any chance the EMC buyout rumor is actually BMC ?? I was just looking at this article :

http://www.thestreet.com/_top/tech/software/10260105.html

which talks about BMC as a buyout candidate. Among its buyers are HP.

[cashmaker]

CHB techincal analysis: rebounce from 100 MA and EMA line. RSI touches its 20 bottom

CHB techincal analysis: rebounce from 100 MA and EMA line. RSI touches its 20 bottom line signals oversold. 6 months uptrend channel rebounce from around $13.30. Shorters buy back to cover. CHB is a solid company with forward PE only 14 compared to current 30. CHB can easily back to $15 level. It is a strong buy here.

[cashmaker]

CHB fundemental analysis:

CHB fundemental analysis:
Champion Enterprises has completed the acquisition of New Era Building Systems. In early August, the company announced that it had inked an agreement to acquire New Era, a leading modular homebuilder, and its affiliates, Castle Housing of Pennsylvania and Carolina Building Solutions, for $41 million in cash. This deal has made Champion the largest producer of manufactured homes in the United States. Moreover, the transaction should be immediately accretive to CHB's earnings, as well as lift annual sales by roughly $100 million.

The company should post a hefty year-over-year share-net advance in 2005. Champion reported a 58% jump in earnings for the September interim, on a considerably more modest 6.4% top-line advance. Notably, CHB's average selling price increased by 11% during the quarter, as the company passed on higher raw material and transportation costs to its customers. This, in conjunction with ongoing operational restructuring actions, augurs well for additional margin improvement over the balance of the year and into next. Moreover, the company recently received a $60 million order for 2,000 single-section manufactured homes from FEMA, in connection with Hurricane Katrina relief efforts, which should lift CHB's top and bottom lines during the final stanza of 2005. Excluding the FEMA order, Champion's backlog at the end of the third quarter was up 47%, relative to the year-ago figure. However, with the FEMA request taken into account, third-quarter backlog jumped an impressive 97%. All told, analysts look for Champion to report 2005 earnings of about $0.52 a share, with a strong double-digit advance the following year.

Strong demand plus government contracts will give CHB a good number for year 2005 and backup its 2006 revenue. CHB will announce its 10K for year 2005 in Feb.

[cashmaker]

Here is why I am bullish on CHB from both TA and FA: When both analysts and brokage f

Here is why I am bullish on CHB from both TA and FA: When both analysts and brokage firms thumbs up, you know what to do.

http://finance.yahoo.com/q/ao?s=CHB

Mean Recommendation (this week): 1.0
Mean Recommendation (last week): 1.8
Change: -0.8
Industry Mean:
Sector Mean:
S&P 500 Mean: 2.47

* (Strong Buy) 1.0 - 5.0 (Strong Sell)
Zacks Rank 3
Target Price Consensus 18
Last Quarter (200509) EPS .2
Last Quarter EPS Surprise 0%
Avg. Broker Recommendation
(1 = strong buy)

http://www.zacks.com/research/report.php?PHPSESSID=0de8e0df79ba58e5644b05ba300d1529&t=chb&type=main&pd=1

[DSteckler]

The fundies on CHB reflect why it's underperforming its peers:

http://clearstation.etrade.com/cgi-bin/fundamentals?Event=comparisons&Symbol=chb&Refer=http://clearstation.etrade.com/

[cashmaker]

Dude, please forward looking.

The fundies on CHB reflect why it's underperforming its peers:

http://clearstation.etrade.com/cgi-b...on.etrade.com/

What you show me just bunch of historical number, such as PE=31, ROE<0. Come on, we are investors, not reporters. I look forward, put more attention on the future PE and product demand and market share growth. My model has the fresh data every week, and its forward looking at least 3 months. If you just base on the old data, you will never win. Market Efficient Hypothesis: all public info is priced in!!!!!!!!

[cashmaker]

CHB $14 is coming, not for sale under $16

CHB $14 is coming, not for sale under $16

Short term target with 3 weeks in $16. My target 3 months for this darling is $20. Best time to buy now under $14. CHB will announce its 2005 earning and guidance in Feb. CHB's EPS will beat the expectation in a large premium due to government contracts in 2005 and will raise the guidance in 2006 due to factory-build home demand surge. CHB and FLE are the only stocks that can be invested in homebuilding industry.

[cashmaker]

Bingo. CHB $14, lol. Will hold. But don't forget FLE, which also the same sector and

Bingo. CHB $14, lol. Will hold. But don't forget FLE, which also the same sector and is the second largest factory-build home and number one RV manufature. RV demand also increased, accroding to analyst report. I am holding FLE aiming $15 target.