Registered User
Joined: 11/28/2005
Posts: 102
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My current aggressive portfolio:
Airline: AIRT LUV
Gas, oil and eletricity: RES FCEL
EMS: FLEX
Retail store:GYMB GPS SCS
Software: ACN BMC IM EMC
Telecome: JDSU
Homebuilding: CHB
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Registered User
Joined: 11/28/2005
Posts: 102
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Add more shares IM here, target >$20 in two weeks. Zacks also gives a Strong Buy last week. IM and EMC are now my two major positions in software sector.
Zacks Buy List Highlights: CommScope, Inc., Ingram Micro Inc., Rockwell Automation, Inc., and Too, Inc.
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Registered User
Joined: 11/28/2005
Posts: 102
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SCS good buy here, TA model alert uptrend chart, just like my model alert AIRT when it was $11. My model doing pretty good at short term TA alert with thin volume stocks.
Also Zack shows that mean recommendation is 1.5, very close to strong buy 1.
Zacks Rank 3
Target Price Consensus 17.33
Last Quarter (200508) EPS .13
Last Quarter EPS Surprise -7.14%
Avg. Broker Recommendation 1.5
(1 = strong buy)
I am bullish on SCS here. Holding shares tight, waiting for my meat.
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Registered User
Joined: 11/28/2005
Posts: 102
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Ravenswood Investment Company holding CHB position under its aggrasive growth investment stratergy.
Manufactured housing companies Ravenswood owns positions in include Fleetwood Enterprises Inc. (FLE), Champion Enterprises Inc. (CHB), Cavalier Homes Inc. (CAV) and Skyline Corp. (SKY).
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Registered User
Joined: 11/28/2005
Posts: 102
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Out all GYMB and ACN, double my position on LUV and FLEX and CHB.
Oil price down to $56 range, will go down more. Although LUV hedge the oil risk, the lower oil price will lift the airline sector in a certain level. The whole airline industry recovering since recently with summer oil crisis bursted.
FLEX will benifit on XBOX360 and Euro headset and cellphone companies' big order. And FLEX invest hefty in Indian and CHina to reduce the cost in order to keep the market shares and competition.
CHB received FNMA's contract shows the relationship with government. To rebuit some states within a short time is impossible unless use factory-built house and I believe this is what the government will do. CHB go to $30 won't surprise me at all.
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Registered User
Joined: 11/28/2005
Posts: 102
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Great news to Southwest Airline: Bush signs bill exempting Missouri from Wright Amendment.Southwest to Fight American On Dallas-to-Missouri Routes
Strong Buy
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Registered User
Joined: 11/28/2005
Posts: 102
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Southwest Airlines Announces New Nonstop Service From Dallas Love Field to Kansas City and St. Louis
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Registered User
Joined: 11/28/2005
Posts: 102
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Out half LSI, 10% for a week. My TA model showing the presure at $8.7. Long term is still good, but just out some follow my model alert. Will buy back more if it down to around $8.3. Up too much a day for 6%, maybe pull back tomorrow.
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Registered User
Joined: 11/28/2005
Posts: 102
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Oil sector plays: GEOI and ABLE. Oil prices spiked above $60 a barrel Monday amid reports that a snowstorm would hit the U.S. Northeast, the world's largest heating fuel market, and boost demand for crude oil and natural gas.
In GEOI and ABLE here for oil price back up above $60. Both of the stocks are thin volume and with great technical rebounce. If the oil price goes up, these two will fly. But if oil price does not up, they won't down much. Both of these stocks are bottom formed.
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Registered User
Joined: 11/28/2005
Posts: 102
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Home heating oil demand increase recently due to the long and cold winter. This year the winter is late and we know that usually later the winter the longer. This will boost heating oil price up.
Able Energy, Inc. is a holding company for five operating subsidiaries, which are engaged in the retail distribution of, and the provision of services relating to, home heating oil, diesel fuel, kerosene, and in addition, the Company provides complete HVAC installation and repair.
Moreover, Able Announces Alternative to High-Priced Foreign Oil. Able announced that it has teamed up with TransMontaigne Inc., a leading supply chain management and fuel logistics company, to significantly increase the distribution and utilization of biodiesel, a clean-burning, soy-based alternative fuel product. This latest initiative is a priority for Able, a leading New Jersey based retail energy provider. Able is currently under contract to acquire substantially all of the assets of All American Plazas, Inc., including its truck stop locations.
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Registered User
Joined: 11/28/2005
Posts: 102
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As oil price goes up again, investors are searching alternative energy. Such as wind mills, solar power, soy power, etc. Hot money will flow in sooner or later if oil price can not cool down and I believe it won't. Analysts say it is still a long time that we can find a very efficient substitute energy resource, but scientists are keep searching. ABLE and GEOI both are belongs to this alternative energy sector. With a long and cold winter, investors will put more attention into alternative energy stocks. ABLE and GEOI are still so cheap compared to other oil companies' stocks.
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Registered User
Joined: 11/28/2005
Posts: 102
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Oil Puts Pressure on Stocks.Oil edged above $60 for the first time in almost a month as a winter storm tracked toward the Northeast and most of the northern U.S. coped with frigid temperatures. Crude for January delivery was recently up $1.08 to $60.40 a barrel in Nymex trading. Meanwhile, natural gas prices jumped 17 cents to $14.10 per million British thermal units.
Oil play again, easy money here, either to make a profit, or to hedge the market. I believe GEOI and ABLE both should be traded above $10. When the market in red, hot money is seeking sectors to flow in. definately the oil and gas sector will be the hot point. When investors are extrapolating the oil price trend, more overreaction will fill in. Will see tomorrow MOMO.
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Registered User
Joined: 11/28/2005
Posts: 102
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In HLTH here. Aiming for >$10 target in 3 months.Baby boomer play for a long time, HLTH is the best Web medical services company, I bet you heard about WebMD, I am using it. Nice Technical rebounce chart. HLTH has strong financial background especially a lot of cash.
Mean Analysts target is 10.9, Valueline lowest target is $11 with high target $19. So far, JPmorgan holding Strong Buy on it, Raymond James holding outperform on it. Check this out: (URL removed by Moderator)
I am bullish on HLTH, both in a short term and long term.
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Registered User
Joined: 11/28/2005
Posts: 102
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CHB got new contracts from government last week, more contracts coming in when the government is ready to rebiult the cityies for Katrina victims :
The Champion Home Builders factory is filling a 150-home order for the Federal Emergency Management Agency, building 800-square-foot, three-bedroom mobile homes.
Nationwide, Champion Enterprises is building 2,000 homes for FEMA.
King said she could not talk about how much money the government was paying Champion for the homes, but according to the FEMA Web site, the national contract for Champion Homes is listed for $80.8 million. That's $40,400 a home.
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Registered User
Joined: 11/28/2005
Posts: 102
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This week LSI Logic unveiled two new chips aimed at giving DVD and personal video recorder manufacturers an inexpensive way to offer ATSC SD and HD recording and playback.
With an FCC mandate of March 1, 2007, looming requiring the addition of an HDTV/ATSC tuner capability consisting of a digital tuner, an 8-VSB demodulator, and an ATSC-compliant HD decoder processor to peripheral systems, LSI Logic said the time is right for its new DMN-8633 and DMN-8683.
Based on the company’s DoMiNo architecture, both are single-chip solutions for ATSC-compliant HDTV DVD recording systems. While they are aimed at consumer products, the new chips could fuel broad acceptance of HD home recording devices based upon their relative low cost and high performance. As a result, they may be a critical factor in the equation that motivates a consumer to upgrade to high definition television.
LSI Logic senior product marketing manager Ed Silva said the new chips and the role they play in the future of HDTV is potential and the market is huge.
As we know that HDTV will be standard in 2007. Till then, most of the family use HDTV, we can imagine how big the market is. LSI's stock recovered since last month from low $ 7, I am bullish on LSI here and aiming for at least $10 target.
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Registered User
Joined: 11/28/2005
Posts: 102
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Add more shares of GEOI and ABLE here for oil price jump play. Winter Storm come too early this year will push the heating oil price much higher than expected. Easy money here for small oil stocks. GEOI might go back to its $15 level and ABLE also.
Natural gas prices jumped to a new high Thursday and oil prices also climbed as cold weather across the U.S. Northeast, Midwest and elsewhere raised concerns about increased demand for home-heating fuels this winter.
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But some brokers said they were stunned by the market's apparent knee-jerk reaction to freezing temperatures and snow, chalking it up to speculative buying.
January natural gas futures surged by $1.20 to $14.90 per 1,000 cubic feet on the New York Mercantile Exchange -- a new intraday high for the front-month contract. The previous record was $14.75 set when the December contract was the front month. The rally in natural gas helped fuel the runup in oil prices.
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Registered User
Joined: 11/28/2005
Posts: 102
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Best heating oil small stocks to play is GEOI. GEOI has strong financial strength with positive EBITA and 37.50% growth rate. Less risk here. ABLE only has 2.5M shares trading, the oil price pressure will send it to sky.
Colder weather in the Northeast and Midwest drove expectations for greater heating fuel demand, although weekly inventory reports indicate that U.S. oil and gas reserves continue to grow. On the New York Mercantile Exchange, natural gas surged $1.14 to $14.84 per 1,000 cubic feet, as a barrel of light crude jumped 99 cents to $60.20.
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Worden Trainer
Joined: 10/1/2004
Posts: 18,819
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Are these all your original words or are you taking them from another source?
I think others will find more use from the material you are sharing if they can get a better idea of why you are sharing it.
- Craig
Here to Help!
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Registered User
Joined: 11/28/2005
Posts: 102
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Cold weather amd snow storm will last long this winter, according to weather analyst report. Now, even Texas has winter ice storm shows a inclemnet weather this year. Heating oil demand side increase tremendously, will push the price much higher than we can imagine. Still cheap for those small oil stocks compared to their record high this year in the summer, such as GEOI, ABLE, ESLR, BTJ. Will see higher jump soon.
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Registered User
Joined: 11/28/2005
Posts: 102
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Add more CHB here for market effect. With the strong earning from home builder companies, the whole sector will back up. WSJ this morning report and mention CHB:
Champion Enterprises (NYSE) gained 15 cents, or 1%, to 14.55.
Target for CHB is still >$20
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Registered User
Joined: 11/28/2005
Posts: 102
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Revisit retail store GMTN for its technical trend. From chart, it rebounced back from historical low $4.4 to current $7.5 within a short period. GMTN recently hired new management team GMTN--David C. Pratt to fill the newly created position of vice chairman of the board. GMTN specilizes in outdoor sports goods, especially in hunting.
Two reasons to play GMTN here:
1. Insider heavily purchased back shares in the last 3 weeks, totally at least 100,000 shares been bought back by insiders. Here is the number: (Removed by Moderator)
2. Cold winter before Chirstmas is a good news to outdoor sports retailer since people usually buy outdoor products for Christmas gifts. With cold winter, more people go hunting. I still remember last year this time GMTN tanked just because the winter came too late in Jan, after Christmas shopping season, which cause GMTN's stock tanked a lot. But this year, totally different, early winter and very cold, should boost GMTN's same store sales. Will see its earning number colorful in Jan.
In GMTN here aiming for target $9
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Registered User
Joined: 11/28/2005
Posts: 102
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EMC Named Leader in Storage Software Market for 11th Consecutive Quarter; Analyst Firm Reports #1 EMC Continues to Lead Storage Replication, Storage Resource Management Software Segments; Expand Market Share in Back-up & Archive Software
EMC fair value is $16. My target is $20 for 6 months
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Registered User
Joined: 11/28/2005
Posts: 102
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GMTN insider keep buying back the shares. From Nov 22, totaly over 100,000 shares been bought back. Usually when insiders believe the share price is unrealistic low due to oversold, company usually buy back shares. Insiders' moving shed light on the stock's trend. Follow the smart money. GMTN still a good buy here. Its IPO was over $25 two years ago.
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Registered User
Joined: 11/28/2005
Posts: 102
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A good entry for EMC now, overreaction to the software and storage industry due to HPQ and IBM's move. HPQ and IBM oversold so far and EMC will back up. Add more EMC shares here.
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Registered User
Joined: 11/28/2005
Posts: 102
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Market Risk dominate EMC's movement today, even though EMS has good news itself. No brainer here, I am average down here, easy money for rebounce.
Here is the news today:
EMC Cast as the Lead Role in Screen Actors Guild 24x7 Website
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Registered User
Joined: 11/28/2005
Posts: 102
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EMC shorter buy back to cover before Fed meeting. EMC oversold and shorted by some daytraders. Should see rally tomorrow, easy money here for the rebounce play.
Interest rate campaign end of the road will boost market to 11000, congrad to long
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Registered User
Joined: 11/28/2005
Posts: 102
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EMC is coming back today. EMC is ranked "Strong Buy" by S&P stock analysts and have a mean target of $18. Also morningstar gives 4 stars which is "Buy" on it with fiar value of $16.00. Even valueline raise its opinion on EMC's to timeliness 2 two weeks ago base on EMC's bright business and market shares in 2006. Although EMC is in a unfavorite industry sector, it is the leader and its business is growing. EMC should be trades at least $15, it is undervalue now. No matter long term or short term holding, EMC won't let us down.
Here is good news relate to EMC today.
MTIC Technology Corporation Offers Enterprise Application Recovery Management Solution
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Registered User
Joined: 11/28/2005
Posts: 102
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EMC generate 3 Billion cash oversea this year. Growing business in US and globally. Share at $13.85 is totally undervalued, good time to absorb some.
EMC Corp. is mum as well about its plans for its repatriated funds, up to $3 billion -- equivalent to about two-thirds of the cash position on its latest balance sheet. EMC says the cash it's generated since the beginning of 2004 has mostly been used for stock buybacks and acquisitions, but it isn't allowed to use repatriated funds for buybacks.
(URL removed by moderator)
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Registered User
Joined: 12/7/2004
Posts: 393
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I think you will see EMC at $13 before $16. 
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Worden Trainer
Joined: 10/1/2004
Posts: 18,819
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cashmarket:
You are attempting to post URLs to outside sites. This is not allowed.
- Craig
Here to Help!
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Registered User
Joined: 11/28/2005
Posts: 102
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Good news for EMC today, it will back up from the sell early this week, it will easily be traded above $14:
EMC Automates, Accelerates and Improves Compliance of Business Processes at York International
Successful Implementation of Integrated EMC Documentum and Adobe Intelligent Document Platforms Earned York the InfoWorld 100 Award
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Registered User
Joined: 11/28/2005
Posts: 102
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QUOTE (Craig_S) cashmarket:
You are attempting to post URLs to outside sites. This is not allowed.
Thank you to remind me this. I will delete all the URL in the future.
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Registered User
Joined: 11/28/2005
Posts: 102
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Good news for LSI just out, LSI is undervalued here with target $10 in the short term.
Maxtor and LSI Logic Push SAS Adoption
December 15, 2005: Having completed compatibility testing of its Atlas Serial Attached SCSI (SAS) hard drive family with LSI Logic's SAS Host Bus Adapters, expanders, RAID controllers and ASIC initiators, Maxtor and LSI Logic have teamed up to drive SAS adoption.
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Registered User
Joined: 11/28/2005
Posts: 102
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SCS earning tomorrow morning. It announced 0.09 dividend today before the earning's call. Mean estimate is 14c. I am bullish on SCS's business due to office funiture market grows fast since 2003. Along with today's good news on "Factory Output Posts Strong Gain" shed light on this trend.
IMO, Earning will be good and beat the expectation tomorrow, $1 jump is very possible
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Registered User
Joined: 11/28/2005
Posts: 102
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SCS good number on its earning and forcast: Steelcase 3Q Earnings Nearly Double
Friday December 16, 8:34 am ET
Steelcase Third-Quarter Earnings Nearly Double As Revenue Grows 11 Percent
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Registered User
Joined: 11/28/2005
Posts: 102
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HLTH Emdeon Raises 4Q View,Sees 06 EPS At Low-End Of Guidance, raise guidance beat the market consensus EPS.
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Registered User
Joined: 11/28/2005
Posts: 102
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Balance my portfolio: Add three more stocks due to Valueline's upgrade their timeliness. NDN, MPS and FLE.
Out JDSU, GYMB, AIRT.
NDN totally undervalue, stock tanked from over $40 to <$10 due to its SEC filing delay. Buesiness still good and growing. If you like deep undevalued mid cap, this is it.
FLE another hurricane play, VR and mobile home demand increased tremendously recently. Like CHB, FLE is cheap now, with the strong demand in mobile home, its earning number will be several fold.
MPS IT resource consulting company. This industry is booming. Look at ACN, I made a lot from it. Now I am out ACN, but still don't wanna leave this sector. MPS is another pick that I am holding in the IT outsourcing sector.
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Registered User
Joined: 11/28/2005
Posts: 102
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Pay attention to SCS's CC at 11am EST. I bet they will boost its outlook and guidance. Institutional money is waiting for its guidance to jump in. SCS is the leader in business funiture industry, with global business recover, the demand side is huge.
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Registered User
Joined: 11/28/2005
Posts: 102
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Comment on CHB. Strong buy before it move up. My target is >$20.
According to Hoover's, Champion Enterprises is the number-two manufactured homebuilder in the United States (behind Clayton Homes), selling about 23,000 homes annually. The stock has enjoyed a very nice rally over the last eight months. Much of it was helped by the active hurricane season. The company was thought to be one beneficiary of the rebuilding efforts along the Gulf Coast. The stock has gained nearly 75 percent from its April 19 close of 8.40. On April 20 the company reported impressive first-quarter earnings and if was off to the races. The stock had significant moves higher in mid-July (second-quarter earnings) and in late August (Hurricane Katrina and its aftermath).
Today's big buy orders gives an obvious signal that institutional investors start coming in. Today' open we saw a very good trend all the way to $15 level. Why it down a lot after the early rally? Easy, typical MM's manipulation before large appreciation. MM use small sell orders to bash the stock price at the same time absorb using block larger buy orders. If you have level II and pay attention to the trading pattern, you can easily observe this trick. I bet something is brewing and news is shared among those big money. Maybe the news is the government's contract. I knew that the government is gonna assign contracts to those mobile home and factory home builders to rebuild the coast. That is why I bought FLE also yesterday. I bought more CHB shares just now for CHB's possible fly next week.
From both TA and FA, CHB is a good play.
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Registered User
Joined: 11/14/2005
Posts: 7
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More or less verbatum comments have been found on another market website [Market Millionaires] by someone with username 'cash-maker', thereby confirming my suspicions that this poster could be publicizing certain stocks [eg CHB, HLTH stc] which he is investing in with the aim to sell on profit generated from forum followers putting money into these stocks.
I don't mind risking being struck off for posting this [I could not find a discrete way to send this to a moderator] if it is considered unfair. I was interested in following up some of these companies, but started to suspect something - his eloquent and informed posts did not ring true to me as the innocent sharing of market perceptions which one would expect on this forum.
I googled "Champian Home Builders' and 'forum' and found the above. If I am correct in my suspicions then he [she] will have posts in all the disussion boards [...perhaps even having a broker business as well].
Sorry cashmarket..... I felt the need to protect the novices from something which might appear to be safe and rewarding knowledge.
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