Friday, October 26, 2007

BRAZIL, CROX, OIL, TECH & CHINA! who knew?

1.... the EWZ (BRAZIL ETF) broke out today! BRAZIL BRAZIL BRAZIL! ...RIO, PBR SBS, CPL, ... also buy UBB and ITU (brazilian bank and credit card players) ... and watch for TI and VIV (brazil global phone plays)

2.... the FOOTWEAR boom is crack-a-lackin' (DECK up 28% on earnings, SKX up 12% on earnings ...CROX up 7% on pin action...and THE
INTERNATIONAL QUARTER of LOVE is MONDAY!

3.... OIL is "THE" play ....where have we heard that?

4.... TECH ...EMC up 8% yesterday, SINA 10% today! one word = RULAE

5.... CHINA ... we add JRJC mid day and kaapooow, it jump 8%.

DIPfolio HIGHLIGHTS!

CROCS (CROX)68.98 +4.47 (+6.93%)

PETROHAWK
(HK) 18.19 +0.74 (+4.24%)

PETROBRAS (PBR)
91.58 +3.85 (+4.39%)

CHINA FINANCE ONLINE (JRJC) 35.19 +2.07 (+6.25%)

COMPANHIA VALE DO RIO DOCE
(RIO) 35.50 +2.01 (+6.00%)

SINA CORP (SINA)
56.56 +5.19 (+10.10%)

......P>S> we own options on these stocks which means in most cases the stock goes up 5% ..our options go up 30%+ ... hmmm...the power of leverage and other peoples money!!! BUY OPTIONS ONLY.


its your world...BUY ON THE DIP!


8 comments:

BUY ON THE DIP said...

SOMEONE please confirm the

INTERNATIONAL QUARTER OF LOVE.

we are getting mixed info over here.

etrade says oct 29th

others say NOVEMBER?

when is pay day?
readers please help!

Anonymous said...

you're supposed to be the expert, we look to you for advice, now what????? ahhhhhhhhhhhhh

Anonymous said...

ahead of CRAMER!!

he pumped the FOOTWEAR BOOM tonight.

how'd we know?

Anonymous said...

from yahoo MB:

I just spoke to Investor Relations and they said again, "Crox earnings will be in late,late October or early November. We will try to announce as much in advance as possible."

i think it's thursday

Anonymous said...

where do you put new money you have now?

Seems like the dipfolio had a nice run, but which of the stocks do you think is still likely to succeed in the short or medium term?

Anonymous said...

buy NOV ... global demand for oil rigs ...ride it from 72 to above 82. 10%+ gains.

or buy crox under 70, ride to 77...10% gains.

or BUY OPTIONS and make more!

we also like "communication" right now...check out VIP, VIV, TI, TSP, and more. low p/e's, global, tech.

go team!

Anonymous said...

you also need an AG play.

we own POT, MON, BG, CAGC

they are all going higher.

BOTD "bull markets"

AG, OIL, TECH, CHINA, BRAZIL.


we also need a new solar play...coming soon.

Anonymous said...

also CHEMICAL MANUFACTURERS.

SSL (africa chemical & oil)

SNP (china oil and chemical)

buy now and buy more if they go down 10% ...

then call me in 6 months.