Saturday, December 19, 2009

RBA Ritchie Bros Auctioneers - THQI Inc & GAIN Gladstone investment company

Sorry for the short message, but...

The 3 buy that I added today in my portfolio were all driven by "Overbought & Support" situations.

RBA: I wanted to add this already since Jim Jubak did it some weeks ago.. Now that it is in the 23 range, It's time to jump in...
Fundamental reasoning for this buy: read Jim's comment

THQI: is a video game play... that is really oversold at 4.5... & ready to jump. Also, it should receive the attraction from TTWO (Take Two) who just received the 11% injection from Carl Icahn..Unfortunately I was too late to buy this one. Wanted to, at 8, but now, I prefer to stay in the shadow, with THQI...

GAIN: this is a public Investment company specialized in Buyout & recapitalisation... What decided me to buy this one is the BIG Dividend (10% Yield, paid monthly) & it's 200 day Moving average that seems to hold...

Make your move... & always, protect yourself... should the market turn upside down, due to political tension for example (Iran, Afghanistan??).

And don't hesitate to make a post...

Saturday, December 12, 2009

Cytomedics - lot's of insiders... Why?

Do they know something that we don't know....

If you check the graph of GTF (click here), you'll see that, since early 2009, the management is piling on buying shares of the biotech company...

Do they really think there is such a Huuuuge potential for the stock? or just for its pipeline of products... Or do they just want to lose money?....

Of course, with such a big insider buy, I'd be keen to own "some" share too... certainly when I see that the "upticks" are always followed by "up-volumes"... Just check this friday!!!

So, if you can, try to buy around 0,50US$/share & even better @0,45...

Buffet likes Railroad... So, should I?

GUANGSHEN RAIL CO LT Share Price Chart | GSH - Yahoo! Finance

Ok, suppose I decide I should also invest in the railroads... because I believe that all these stimulus pouring on the world is going to benefit 2 sectors...
1/ the green or renewable energy: Solar, Wind, geothermal.... see my previous article about that...
2/ the infrastructure... & there, of course, railroad & building are inside...

So, where to look...

I admit.. the first place I look is near I live or near I work... Taiwan, Korea, China, ... just because of their natural future potential...

So, since weeks or months I followed a particular company called GUANGSHEN Rail Cpy...

Not willing to come with big numbers, I just come with pure sentiments & technicals...

This stocks tried some weeks ago to start a rally from it's low 20... unfortunately, it didn't work.
Today, it flirts again with the low 20... So, another rally on the test or a bust?

I'd say, try it both way:
1/ buy near 20 (like I'll do on wallstreetsurvivors...)
2/ or put a conditional offer "ONLY IF >20.5..

And what to do if it continues a slide...
I'd say, ALL depends!! What's the market doeing? The market "slides"... wait a bit... But if the market is edging "up" & GSH is sliding.. you better go out...

Your comments are most then welcome.

Tuesday, December 8, 2009

CMTL: Summary for Comtech Telecommunications Corp

CMTL: Summary for Comtech Telecommunications Corp- Yahoo! Finance
A company with great potential in telecommunication & defense...

with a world still in scare mode about Iran, Afghanistan, this company is receiving contracts after contracts to help government to make it a "safer place"...

Why do I write this message NOW.. Because technically I believe that, if 30 holds, we should see a move back to 35 (when the company gave its earning...). Personnally I see this stock as an outperformer in the coming weeks...

If you want other communication companies, I'd suggest: TSYS if it breaks 9 or around 8
Also, GEOY (do you now google map?), don't look further.. it's GEOY who provides the maps..
CSR (China Security company): videocam around the corner of every street in china.. yeah.. thats CSR...

All of them are, imho, players for a better & safer world. with the "big eye" watching (after) you...

Good investments & stay safe.

For info, I own all of these companies...

(Alternative energy are also on fire.. if you want still to catch the "early" uptrend...). See past articles....

Saturday, December 5, 2009

How come so much volume in UUP (Dollar Bullish?)

This is just a quick thought about UUP (Proshare Bullish US Dollars

Last week, I started to create a position in UUP , as I thought that the Dollar was really undervalued compared to other major currencies (certainly such as the Euro)... Even I admit, the media & wise analysts are just telling everybody that they see no bottom or no support for the dollars... the main reason being "no sight of interest rate increase by the FED"...

But, this is what I did & what I'll try to look in the future...

Wednesday, December 2, 2009

Wanna be in commodities? Gold AAU, GDX? Agriculture? DBA, DBC or MOO?

I don't know, but what I saw yesterday tells me  that I better follow carefully the next step of the commodities...
Want to be in gold? check GDX (Gold Mine ETF). No risk of just "one" mine.. Want to take a little bit more risk.. check AAU out?
AAU (Almaden Minerals Ltd)
Fundamental:
1/Recently, AAU discvered some new reserve with High g/t.. Always a good news.
2/Gold price: heaven in this critical times. & no sign of US$ strength... (Watch out 1,5 & certainly 1,6US$/Euro!!!)
3/ A small play near the big ones, such as KGC, GG...So, Always a possible take over.
4/ Short ratio 0.. is it correct?
Technical:
1/Since September, every "major" uptick were supported by "high volume". I consider this as a "tentative" of upbreak...
2/ If the fundamentals remain, then I stay in..

Want to invest in Agriculture Business? 2 choices: MOO or DBA (DBC with gold&oil).

Agriculture Companies? Altough I think that's a little bit early (or late) to go in MOO at this price, I'd look for an entry on a support level such as a 50DMA... I admit I'm personaly inside since 38... but I believe that this ETF should test higher lows & higher highs.. So, it's a matter of finding the waves...
Technicaly, the upside volume of yesterday was quite impressive. 2millions share in a day, while the average is at 700.000!! Was it a "last shot" before a downtrend?

Just want to be in Agriculture commodities? Corn, Wheat? Soybean? check DBA.
You think that food commodities will have an uplift (as I do), with the potential inflation risk. Then I suggest to have a look on DBA ETF. Try to buy near a support 20DMA or 50DMA...
DBC is a kind of DBA with Gold&Oil.

ps: at the time of writing, I'm own shares of AAU & MOO. Looking to add GDX.



Wish you all a great week & don't hesitate to post your comments or ideas.



Tuesday, December 1, 2009

A place in the sun with Suntech (STP) & First Solar (FSLR)

While the market is still thinking about what to do with the Dubai news, some "green" player are well in the green...

Watch all the chinese solar companies... such as STP, TSL, SOL, LDK,... but also FSLR (lagging I admit...).
You invest in Europe: check QCE.DE & SWV.DE...

Everybody wants a better world with greener energies... off course, not at any prices...

I'd consider in a portfolio Suntech (STP) , the biggest solar player in china...
Technically, it seems to come out of a "low"... I'd build some position in the area of 15 and below.
Upside Potential: too easy if I'd say, the Sun is the limit... So, I'd consider a short term of 20US$...
Long term: Keep it for your kids & I'm quite confident to believe that they'd enjoy a good future in the sun...

First Solar FSLR (A US big player in the same sun energy but with a different technology... check its profile here

But around 120US$/share, the upside has more chances then its downside.. certainly after looking at its recent earnings... & also the recent contracts it received in China... Yep.. China not only can sell but also should buy from US if they want to enjoy fair trades in the worlds.

These are just ideas.. but I admit that with a market questioning itselfs to where to go... the Solar are pointing today to the direction of the sun in your portfolio...

n.b. at the time of writing, I own STP, SOL, FSLR & QCE.DE