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Random Thoughts

A couple of thoughts on some stocks that are possibly making moves here.
1. The Dry Bulk stocks are acting like crap and I was obviously early on EXM. In fact, I’ve lost my buy signal. It is now a value stock. Due you due diligence on TBSI, DRYS, EXM, GNK. This may be related to [...]



The money I threw into the index longs yesterday was removed this morning for a decent gain. When the 3:55 started rolling around, I went back in with the cash I took off the table from the morning trade. I’m back into the NDX and RUT heavily. I’m not expecting fireworks tomorrow, but next week [...]

JOYG, CPST, DRYS, GU, EDEN, EWZ, DRQ, CAT, KOL.
Of these stocks which ones do I still own?
CPST (can’t complain about that).
EDEN (can’t complain about this one about to break out).
EWZ (bought it back yesterday, was too depressed to post yesterday about it after seeing DRYS bust 100).
So why I am upset about DRYS going above [...]

Long ideas:
Solars: STP, ESLR, DSTI, HOKU. As crude rises, solar should rock and roll.
ETFs: EEM, SSO, QLD - Long the market now and want to get more long.
Semis/Tech: WDC, KLAC, ONNN, TXN - Semis turning around here, there are more semis that haven’t been made that could run here.
Oil/Gas: DRQ (Which looks fookn outstanding here), [...]

Midday Update

More like a late day update. Did a couple of trades today.
Bought:
YGE @ 18.04, 18.50 up about 6% from the buy point.
LDK @ 28.56 up 3.5% from the buy point.
DAR @ 12.58
The CAT sell yesterday was a good call. Its down 2% today. I want to wait at least one more day to buy it [...]

Midday Update

Bought:
GILD @ 50.53
POWI @ 30.32. POWI is  Power Integrations Inc. designs, develops, manufactures, and markets proprietary, high-voltage, analog integrated circuits (IC) for use primarily in alternating current (AC)-direct current (DC) and DC-DC power conversion in the consumer, communications, computer, and industrial electronics markets in North America and internationally.
Sold:
CREE - @ 29.15 for 1.8% gain on [...]

Midday Update

Bought: GBT @ 4.15, AKNS @ 8.3 (bought it a too early should be in around 8.25), DSTI @ 3.59
Sold: Some FRPT @ 5 (holding most of position) for a gain of 8.6%, ABK @ 12.38 for a  5.7% loss, ABK @ 12.37 for a 4% loss
DAR is ripping again today up 5%.
All solar stocks [...]

  
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