Archive for the 'Trade Ideas' Category

eBay & PayPal

I have been quite the avid user of PayPal for a long, long, time. Well before it went public, before the war with eBay, when Peter Thiel thought he was changing the way the masses escaped national currency devaluations and thought he was on his way to a $100 Billion market cap in the process, [...]

Verizon VCAST Not for Windows 7 64-bit

Verizon (NY: VZ) Wireless has informed the least amount of people, (i.e. those that ask), that their VCAST Program so aggressively being marketed around the world to support their new launch of phones DOES NOT WORK WITH WINDOWS 7 64-BIT and the Rep I spoke with said her Supervisor claims they have no plans of [...]

10 Chinese Stocks Headed Higher

There are several good stocks coming up on my radar. So I’m going to provide a quick list of my top choices: HMIN – Huge hotel chain throughout China. NPD- Enormous retail drugstore chain throughout China. Excellent growth and margin ratios. CPSL- Specialty Steel HIMX- Specialty Chipmaker ACTS- Semiconductor Manufacturer SVA- Biotech with H1N1 “hype” [...]

June Swoon in Equity Markets?

The SPX bottomed 3/6/09 at 666, and has never looked back, as the index galloped into the longest buying stampede in decades. Major indices are in the process of forming an intermediate “top” with insiders selling like mad. At the same time, many of the leading groups are breaking below their relative strength support levels. [...]

Tails Tails Everywhere: A Look at the Carnage from “The Glitch”

Notwithstanding my annoyance at last week’s “technical glitch” that probably made a few people over a billion dollars, the problems it caused for my programs because of extremely large tails in many stocks is a bigger hindrance. The lows set on Thursday’s sudden cascade 1000 point sell-off, although we’re being told was caused by a [...]

STEC

Screen clipping taken: 3/21/2010, 9:30 PM

Biotech is in Play – OSI Pharmaceuiticals

The 50% premium being paid for OSIP by Astellas, which is roughly $52/share, was actually rejected by the board. The market is pricing the stock at $56, and I think the stock climbs another $10 from here. There will be another bidder. The M&A attention is bullish for the sector. There are some good plays [...]