I just don't like the asbestos wild card associated with USG.

SGDE hit an all time high today and I am up $6500 on this stock since your recommendation.

I thank you and my clients thank you. Of course my clients think it was based on my research, which is sort of true.

WOW!!!

It is amazing how my IQ goes up during a bull market.

I mentioned CYD as an interesting stock when it was at around $18.

Options Account
China Yuchai
Price
Date Description Price Per Share

9-15-03 Bought 1000 shares of CYD $18,645.00 $18.65

I bought it about a month ago and then it went down to around $16 om insider or mutual fund profit taking. This company which does business mainly in China will probably do well over the next few years. Stock is up a little over $3.00 today.

I wonder what I can do to celebrate?

Perhaps I will call Barely Legal Pie?

Congrats on CYD, and on being smart enough to hold on to SGDE. I wish I could say the same...

You have done well for me on your stock picks.

You seem to have the right touch.

Buying stocks is not all science and people with intuitive mines, many times do well, if they combine the fundementals with their feel for stocks.

You seem to be very gifted for an anarchist.

Thanks Ben. Look for my book to hit the shelves: "The Anarchist's Trading Manual".

(Message edited by kendricks on October 13, 2003)

"intuitive mines", perhaps a Freudian slip as I meants "minds".

CYD just keeps on going up. It has been as high as $23.45 today. Still selling for just 11 x's next years estimated earnings.

I just bought some PCIS this morning. Looks like a nice play.

I wonder why the stock is so low (PCIS)? Oh they announced lower than expected earnings for the next two quarters.


A year and one-half ago it was a $15 stock and they are in a good business. It seems like a good time to buy as their Balance Sheet is in good shape.

That's my thinking exactly. Solid company with good fundamentals, selling near its lows. Looks like a low-risk, high potential reward trade, although it might take some time for it to move up. It looks like the bad news is out, though, and that the selling took it down unjustifiably low.

Man, CYD just keeps on powering up. Good call Ben.

I just got some more FTUS. The stock seems oversold to me at these levels.

I don't like FTUS.

I'm in it just because it seems to have huge swings between being wildly overvalued and dramatically oversold. I'm just hoping to catch a part of the upswing.

(Message edited by kendricks on October 16, 2003)

The ASIA Nov 7.5 and the BCGI Nov 10 calls both look damn good for covered call trades. If I didn't already have relatively large (for me) positions in these, I would initiate them now.

Here's an interesting one, especially given the recent news, LaBranche (LAB). The question besides whether to buy, but where the correct entry point is since it was almost 10.50 earlier in the day and is now 11.29.

It does not fit your profile where PCIS looks much better.

Very little insider trading on PCIS this year, but some significant selling by CEO and Directors during 2002 when stock was $13-$14.

Pooch, LAB does look very interesting. I haven't been following the underlying story - do you think this news will impact their long term operations, or is it just a question of taking a hit on the fines?

Ben, I agree that PCIS is a much better trade than FTUS. I still think the odds favor FTUS moving back up from here. It is a riskier trade than PCIS, though.

Bought another 400 shares of CYD today at $23.26.

You can now write options on this stock.

I think some of these companies that are heavely involved in China are going to grow rapidly, but of course China is a risky place compared to U.S. stocks.

I bailed on FTUS with a vcery tiny profit. I might consider getting in again if it drops significantly.

I'm going to take another look at CYD.

CYD has moved up a lot over a short period.

I am not buying it with options in mind, but the option premium is not bad. The stock is at $22.80 and you can get $1.30 on the Nov. 25 call and $2.05 on the 22 1/2.

yikes, why do I find there too late? Is it too late?

http://finance.yahoo.com/q/bc?s=NFLX&t=1y&l=on&z=m&q=l&c=

duh, these not there

deacormt NY lbaliers hvae a hard tmie tpynig when the bosox are wnining

Kendricks LAB is the IBM of clearing houses, or specialist firms, being the largest publicly traded one. They are one of five firms the NYSE has an issue with. LAB's overall exposure is less than 5% of their trades and they have a ton of cash.

See http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=LAB&script=2100&layout=6 or www.LaBranche.com for company background.

From my research they are not an Enron, but as any business in the energy sector when the Enron news broke has been hit hard. I put an offer in at $10.50 today, but it never dropped that low, close though.

FYI they have their Q3 earnings conference call next Tuesday, October 21st starting at 10:00AM ET. Another question is whether to invest prior to their earnings announcement.

Again I view this as interesting, so I'll be watching what happens when the market opens in the morning.

Poochi, there is a lot about that stock that I like. I agree, it is very interesting. It's a tough call right now though - I think I will be watching it along with you. This is one I may pull the trigger on, depending on how it moves.

Bought 1000 of your PCIS this AM at $3.63 per share.

Lets hope your analysis of this company is better than your evaluation of Kobe.

The guy is going to get off unless there is some more evidence that we don't kmow about. It may take more than one trial and I did not say he wasn't guilty

If CYD were a baseball player it would have to be Aaron Boone.

CYD up as high as $25.16 today!!!

Good luck on PCIS. My two favorite trades I have working right now are this one, and GLGC.

I'm not sure why you disagree with my Kobe analysis. Kobe may very well get off at the trial, just as he got off while he was raping this girl in Colorado.

Oh.

I thought you said he was going to be convicted.

I like your stock picks.

Keep up the good work.

Thanks Ben. Other than FONR, I think my picks have worked out well for you! I will be having my ULCM and INCY shares assigned this weekend, so I will have some more cash back to play with next week. My ASIA shares are out of the money, so I plan on selling the Nov 7.5's on Monday on those. I'm still long GLGC, AMSY, and PCIS, as well as some other stocks I already wrote November options on.

I might have once said that Kobe will be convicted, but if I didn't, I think I retracted that statement at about the same time I renounced my affiliation with the Republican Party. Now I am just fervently hoping that justice is done, and that Bryant is tossed into the can for the next 25 years.

PCIS up .65 this morning and was up .80 at the open.

Nice very nice,

Yes, PCIS is looking very good! I am still holding it to see what happens next. I also picked up some NTIQ and IRSN.

I have a stop in on PCIS at $4.25.

This stock is up because of a penny stock news letter and as soon as subscribers stop buying some profit taking will start, if it hasn't already started.

I am willing to take my $590 (16%) profit for owning it one day and move on.

I went ahead and took my 31% profit on this trade. I may get back in if it dips far enough.

My PCIS also was just called away at $4.255.

A net profit in one trading day of $592. I didn't make 31% ( good for you), but still 16% in one day is not bad.

I just talked to Barely Legal Pie (woke her up) and told her I would be down to see her at 2:00 this afternoon. I need to share the wealth.

BLP and I thank you.

CYD is up another buck ninety today!!! Fucking amazing. You must be up a huge percentage on that stock by now.

From yahoo.com:

A 2003 paper looked seriously at the 18 presidential administrations from 1927-1998 and showed that in fact Democratic administrations are associated with better stock market performance.

The authors did not just tally up stock market returns by administration period--by that analysis, Democratic administrations are associated with about a 5% performance advantage for the stock market. But that could be the effect of more favorable economic conditions (inherited or otherwise) during Democratic administrations.


So the authors analyzed this phenomenon by controlling for business cycle factors like interest rates and dividend yields, as well as for factors like risk (stock market volatility, it seems, is about the same under both types of administrations). Looked at this way, the performance advantage looks a bit bigger: other macroeconomic factors being equal, the stock market tended to perform 10-20% better under Democratic administrations than Republican ones.

Vote Clark in '04

humor for xenophobes

(Message edited by bull_winkle on October 20, 2003)

What is this bullshit doing on the stock thread? Besides eating bandwidth and slowing download times, I mean.

Kendricks,

I bought 1000 shares of CYD on Sept 15 for $18.65 (up 40% in five weeks) and last week I bought another 400 shares for $23.26 (up 13% in less than a week). I think I suggested back in Sept. that CYD might be a good one.

CYD has been up "almost" everyday during the month of October and one would think we will see a pull back on profit taking soon.

Damn,

CYD up $1.54 this morning at $27.74.

This is kind of scary.

CYD is now at $28.51 and climbing.

I may buy the zona!!!!

$29.35

That fuckin CYD!!!

I think I have been scammed.

Now what? Are you going to take profits, or look for it to bounce back up? Tough call...

If I had been smart I would have sold the Nov 30 calls when that fucker hit $29 or even the Nov 27 1/2 calls.

Since I was not smart I will probably watch this MF closely and perhaps even buy some more if it drops below $25 and at the same time sell the Nov 25 calls on the 1400 shares I own.

Cramer is wrong again!

Two nights ago said he would put his money in Amazon because he thought the numbers would be great.

Well as I am getting pummeled today on techs, I am damn glad I did not listen to him.
Amazon being hammered and bringing down the NAS.

I bought Amazon at 88 and sold at seven and have been watching in pain as it has risen all the way back over 60 again.

I am still looking to somehow make some quick hits and take back some of my losses on this stock.

Cramer is a fucking asshole. Anyone who listens to that insincere prick deserves to lose all his money.

"I am still looking to somehow make some quick hits"

Understand this business and look for competitors

http://finance.yahoo.com/q/bc?s=NFLX&t=1y&l=on&z=m&q=l&c=