Saturday, June 30, 2007
Wednesday, June 27, 2007
+1.30 (+15.85%) ....and we could sell now at 9.80
Tuesday, June 26, 2007
Monday, June 25, 2007
"The proceeds from the divestment of our Gulf Coast division will significantly strengthen our balance sheet and allow us to continue to grow our already strong position in tight gas development areas," ....he speaks!!!! our vote for PRESIDENT! ...FLOYD WILSON...ohh wait , he already is....and we believe!
Today our baby, BOTD pick of the year, and sum of the parts are worth more than the current share price, Petrohawk (HK) announced plans to sell its Gulf Coast division and focus on the Fayetteville and Woodford shales...and also said it plans to form a Master Limited Partnership (MLP) with some of its Permian and Arkoma basin properties...and as previously posted in the BOTD....hmmmm....3rd quarter filing IPO of MLP unit!...can you say...mo' money!
Wilson, Floyd C
We want to BUY this dip in NYX....& since we already own shares of the common stock,.... lets try to leverage this DIP with an option play! JAN 2008 $75.
COMMON STOCK: nyx 74.35 -1.02 (-1.35%)
Saturday, June 23, 2007
In search of a nice bottom in attractive stocks, we have nothing to hide...c'mon give us a hug!
We always enjoy being ahead of an upgrade :-)
Boardwalk Pipeline Partners initiated with "outperform"Friday, June 22, 2007 6:01:04 AM ETMorgan KeeganNEW YORK, June 22 (newratings.com) - Analyst John D Edwards of Morgan Keegan initiates coverage of Boardwalk Pipeline Partners LP (ticker: BWP) with an "outperform" rating.In a research note published yesterday, the analyst mentions that the company has capital expansion projects worth $3.3 billion, which are likely to come online over the forthcoming couple of years. Boardwalk Pipeline Partners has significant financial support from its parent company Loews Corporation, the analyst says. Boardwalk Pipeline Partners generates stable cash flows, since firm contracts account for 79% of its revenues, Morgan Keegan adds.
DIPfolio gains 4%+ this week on BWP during a bloody tape... Last week's BUY RECO: http://www.buyonthedip.com/2007/06/two-for-thursdaysina-corp-ord-sina.html
Friday, June 22, 2007
check the chart , you can see where we added at 38ish...then took 5%+ at the end of MAY....then today, we topped our 10% gain profit point....THE DIPfolio logic of taking gains at 5% and 10% works.
With this BOUNCY tape , up 130 on the DOW, down 130, up, down....remember the DIPfolio LOGIC...and profit from the volatility.
Thursday, June 21, 2007
TODAY ON THE DIP
5.70 -0.28 (-4.68%)
with recent BUY RECOs and price targets on high THE DIPfolio adds this bear to the watchlist as a short term trade, remember to take gains at 5% and 10% profits.
BACK ON MAY 5th....hmmmm....
Kodiak Oil and Gas "buy"Monday, May 07, 2007 12:51:09 PM ETCapital One SouthcoastNEW YORK, May 7 (newratings.com) - Analysts at Capital One Southcoast reiterate their "buy" rating on Kodiak Oil and Gas Corp (ticker: KOG). The target price is set to $12.In a research note published this morning, the analysts mention that the company has announced the appointment of James Henderson as its chief financial officer, effective May 24, 2007. The analysts believe the appointment represents a substantial stride in the growth path of a small company, such as Kodiak Oil and Gas.
MORE RECENT ON JUNE 5th.....hmmmm....
Kodiak Oil and Gas initiated with "buy" - updateTuesday, June 05, 2007 12:29:16 PM ETA.G. Edwards & SonsNEW YORK, June 5 (newratings.com) - Analyst Michael S Scialla of AG Edwards initiates coverage of Kodiak Oil and Gas Corp (ticker: KOG) with a "buy" rating. The 12-month price objective is set to $9.50.In a research note published this morning, the analyst mentions that the company is drilling its first horizontal well in the Vermillion Basin's gas rich, over pressured Baxter shale. Given its $42 million cash balance and its debt-free balance sheet, Kodiak Oil and Gas appears poised to implement its $60 million capital plan in 2007, the analyst says.
....& On BOTH analysts "buy" reco days the stock was above $6.....we still "believe" in oil & gas.....you know our obsession with Petrohawk (HK).......and today's dip is interesting in KOG....lets watch tomorrow for a BUY... with a ticker symbol like KOG, maybe this stock will pay out greedy gains a la COGSWELL COGS from the Jetsons....and SPACELY SPROCKETS...hey, space.....that remind us....did you see SPAB today?..SPACEHAB INC COM (SPAB: NASDAQ*) 0.7398 +0.0998 (+15.59%)...caused by their NASA agreement! The DIPFolio trade this one for a win back in March... http://www.buyonthedip.com/search?q=spab ...go team!
Monday, June 18, 2007
Friday, June 15, 2007
click the chart for better view of "oversold" dips...
p.s. this "call" actually was at .70cents for a while on monday...did else get in on this? 300%+ gains... we believe!
You know we have been pumping Brazil...people need water! COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR (SBS: NYSE)
Thursday, June 14, 2007
WOW-ahhhhhhh-weeeee! options pay big .. AECOM TECHNOLOGY CORP DELAWARE COM JUL 21, 2007 $ 22.500 CALL (ACMGX : OPRA) 2.75 +2.05 (+292.86%)
TAKE PROFITS NOW!!!!!
our buy reco post:
AECOM TECHNOLOGY CORP DELAWARE COM (ACM: NYSE)
23.90 +0.60 (+2.58%)
....per the DIPfolio logic, take some gains at 5% profit!
Wednesday, June 13, 2007
TWO for Thursday...SINA CORP ORD (SINA: NASDAQ)...BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER (BWP: NYSE)
SINA CORP ORD (SINA: NASDAQ)
$38/share sounds about right....they hooked up with our boy GOOG, lets give em a shot...for a quick trade that is, who wants 5%?
Cramer gave China the OK tonight. And we are liking china tech right now.
second...lets try... thinly traded BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER (BWP: NYSE) 33.98 -0.06 (-0.18%)...check out the big buy last time under $34.
AECOM TECHNOLOGY CORP DELAWARE COM (ACM: NYSE) gets more Cramer love on MAD MONEY last night...and today we are green!
Tuesday, June 12, 2007
$83.94 = entry price
11.00% = total gain.
TAKE SOME PROFITS and let the rest ride to over 100. go team!
P.S. fucking MPEL today
Melco PBL Entertainment (Macau) Limited (NASDAQ: MPEL), a developer and owner of casino gaming and entertainment resort facilities focused exclusively on the Macau market, will make a company presentation on Tuesday, June 12, 2007, at the Goldman Sachs G2E Asia Gaming Investor Forum in Macau...not sure what they said or are saying but it doesn't look good...if we had any balls left we would buy this dip or cut our losses....but alas we just hold? what the mpel?
Monday, June 11, 2007
Friday, June 8, 2007
AECOM Technology Corporation (AECOM) is a global provider of professional technical and management support services to government and commercial clients on all seven continents. AECOM provides planning, consulting, architectural and engineering design, and program and construction management services for a range of projects, including highways, airports, bridges, mass transit systems, government and commercial buildings and water and wastewater facilities....HOLY SH^%...can you say "global, tech, infrastructure, IPO, dip play!!?!!"
see website....we're sold...California based company...we believe!
and Morgan Stanley, Merrill Lynch, and UBS Investment Bank acted as joint book running managers for the offering. hmmmm....these guys like making money, right?
p.s. watch the market as a whole on Monday before jumping in....lets see where we are...and the IPO price was $20 so down side seems light...DIPfolio looking to buy under $22.
p.s.s......Our recent IPO reco performance has been mixed, MPEL is killing us, but our timing on SAIC (SAI) ...which is a close relative to ACM...was "spot on!"
see SAIC BUY reco post: http://www.buyonthedip.com/2007/04/san-diego-based-saic-is-on-dip-sai-1710.html
SAIC winner post: http://www.buyonthedip.com/2007/04/saic-after-earning-report-after-hours.html
CRAMER VIEW: (booyah backed)
AECOM Technology (ACM).This is another great California-based energy and construction infrastructure company. And it just came public on Friday. No one was paying attention.Given the strength of the group, the IPO should have been a huge success. But, because the tape was weak when it came public - first time in a while - the stock didn't do much...I believe ACM should have gone much higher...
AECOM TECHNOLOGY CORP DELAWARE COM JUL 21, 2007 $ 22.500 CALL
-0.90 (-52.94%).....wow, be careful...DIPortunity knocks!
We said something was going on with STEEL and namely UNITED STATES STL CORP NEW COM (X: NYSE) 123.60 +7.80 (+6.74%) ....
Thursday, June 7, 2007
Camel cigs, Kodiak chew, ...and a 4.82%
We see a few point of down side, and a safer, yielding, long term play...whats the worse that can happen? cancer?
DIPfolio buy target under $60.
almost 200pts down on the DOW...we kinda needed that. As painful as the red is, it will help us grow stronger. We hear rumors of people cashing out, taking profits, blah, blah...looking for a safer investments...if you want 5% gain in a year , go buy a CD.....if you want more BUY ON THE DIP!
Apple Inc (AAPL), Crocs Inc (CROX).
Wednesday, June 6, 2007
123.64 current price
$83.90 DIPfolio price
47.37% total gain
hmmmmmm....a bit more than our usual 5% and 10% gains....we'll take it.
jump on the bandwagon....we are very late to this train, but we think CROC's P/E will reach 50+...............currently at 41ish...we see upside.
BUY ON THE DIP
still our M&A target of choice!
DIPfoilio target price = $24
Tuesday, June 5, 2007
Six Flags, Inc. (Public, NYSE:SIX)
buy reco: http://www.buyonthedip.com/2007/05/summer-lovin-watchlist-adds-anf-prior.html
Monday, June 4, 2007
Friday, June 1, 2007
WATCHLIST UPDATE : We just talked to a STEEL vendor who we trust and he said STEEL is going crazy!!! (SIM) (GNA) (STLD) (X)
BUY SOMETHING related to STEEL!
Grupo Simec S.A.B. de C.V. (ADR) (Public, AMEX:SIM)
GERDAU AMERISTEEL CORP COM (GNA: NYSE)
UNITED STATES STL CORP NEW COM (X: NYSE)
STEEL DYNAMICS INC COM (STLD: NASDAQ)
p.s. most have had huge runs already and are not on a dip, but the "FEELING" this vendor gave us was too much not to report back to the DIP team!
"Fremont says, depending on how much value is ascribed to ever-rising power prices, NRG could fetch between $100 and $140 a share, or as much as $17 billion."
check out our BUY post from MARCH 8th!!!!:
+3.77 (+35.47%) ....take profits if you "really" bought this one...! haha...
SUPER SPECULATIVE: Our American IDOL play is CKX Inc. (CKXE) on a dip from 14 to under 12...speaking of under 12...hehe... did you see the pics of Antonella Barba?
NEW 52 week high!
10% + gains for the DIPfolio!
(we took our 5% profit already, and today we take the usual profits at 10%...then we let the rest ride!)
Farmers make money and then they buy tractor supplies? what a crazy concept....TSCO (TRACTOR SUPPLY) 53.95 +0.74 (+1.39%)
(lets take some profits) LOVE THAT DIP CHART! &....its actually a nice "yuppie-hick-retail play" that is working right now...go team!