Friday, August 31, 2007
Wednesday, August 22, 2007
+3.26 (+6.05%) ....almost back to our 59.55 RECO.
Tuesday, August 21, 2007
Look out the window and see what is real?
This "rate cut hype" has us a bit DAZED AND CONFUSED ...did that 300 point dip really punish the easy money monkeys? ... a half day of pain and panic? a month of RED? you know we are FOREVER BULLS, but?!@? another DIP is coming!!! Word on the street is 100% chance of another rate cut, thats not much room for error...can the fed disappoint?
Lets have some fun until then...BUY ON THE DIP!
Badger Meter, Inc. (Public, AMEX:BMI) ... under $32
...another water play ....sure, we need to manage the flow!
NIKE, Inc. (Public, NYSE:NKE) ... under $54
...we missed, and it feels like a golf ball in the nuts? did you see DICK's sporting goods today (DKS)! UA is on fire! CROX too! ...we like ELY...but tonight its NIKE!
Monsanto Company (Public, NYSE:MON) ... under $64
... our smokey green friend POT (Potash) is on the rise from the dip...but MON still stuck in the mud... c'mon MON!
Honeywell International Inc. (Public, NYSE:HON) ... under $55
... down 10% from its high ... safe and secure ...that's what they do.
yes, we know 3 of 4 are old CRAMER PICKS ... just call us buy-cramers-old-picks-on-the-dip.com instead.
p.s. wait for some RED! ... then BUY ON THE DIP!
-0.55 (-50.00%) ....bid is .50cents ...ask .60cents
Friday, August 17, 2007
If you are watching the show you just heard JIM explain the reasons behind what would have been "the 1,000 point dip" today....(we'll send a link once available)
Yesterday when we broke our target of 12,700 we posted "we're not convinced" ...then at 12,500ish on the 300point plus dip ... we posted "still going lower....new target 12,000....the world is over....you could sell everything today .... then buy back lower next week or even next month" ....and when it rebounded and went green for the day, we got even more worried..."Don't believe the "green" hype....sure its nice to come back from 300pts down...but we need to "end" lower...today was a tease, a test, a glimpse of whats to come."
BE RIGHT & LOSE MONEY ....or....BE WRONG & MAKE MONEY ?
p.s. but don't forget one of our favorites ... "opportunity cost" ... had we had the 1,000 dip it would have been quite the buying opportunity ... eh?
p.s.s. yes, we just said ... "had we had"
Thursday, August 16, 2007
BOTD posted about the 12,700 level...and as usual we were a bit off, but had the right idea ...the dow broke 12,600 and hit a low of 12,517.94 .... then rallied back 250pts in the last hour...POWER HOUR!
Don't believe the "green" hype....sure its nice to come back from 300pts down...but we need to "end" lower...today was a tease, a test, a glimpse of whats to come.
HOLD your stocks, HOLD your cash
...then BUY ON THE DIP!
Wednesday, August 15, 2007
Money is heading toward insurance companies, and "safer" plays....our option play is up 25% and we are looking to take some profits.
previous UNH posts : http://www.buyonthedip.com/search?q=unh
too bad we picked an option so far out , MAR 08...had we picked one a few month earlier, profits would have been 50%+
p.s. we still need to get to 12,700...sell on the spike! (.com)
p.s.s ...sorry about the timing on BRAZIL yesterday, down 4%+ since our RECO...cheaper today! ...but wait for 12,700.
Tuesday, August 14, 2007
metals, water, oil & gas, ...what more can you ask for?
SBS 43.64 -2.29 (-4.99%)
RIO 43.21-2.39 (-5.24%)
PBR 59.55 -0.60 (-1.00%)
Emerging markets are getting beat up, a bit oversold today...BOTD!
Original buy recos on SBS and RIO ...
Brazil posts: http://www.buyonthedip.com/search?q=brazil
Monday, August 13, 2007
Friday, August 10, 2007
.....since our RECO
...pretty impressive green streak!
be begged, we posted, we prescribed!!!
UHBCI option play up... bid at 6.90 !!!
NYX 76.56 +1.55 (+2.07%)
p.s. Did you see RIO & SBS today? SBS touched $43??!!!! did you BOTD?
ps.s. HK is above $16.... 16.05 -0.10 (-0.62%) ... OIL is "THE" play!
Thursday, August 9, 2007
UnitedHealth Group Upped To Neutral From Sell At Goldman
>UNH Aug 9, 2007 05:48:42 (ET)
DOW JONES NEWSWIRES
Goldman Sachs upgraded health insurer UnitedHealth Group Inc. (UNH) to neutral from sell to reflect current valuation and its expectation of improved profitability in commercial trends during the second half of 2007.
The broker told clients it feels optimistic the insurer will begin to "turn the corner" on execution and customer service issues now that the most disruptive phase of its merger integration with PacifiCare Health are behind it.
p.s. WHO LOVES HK?
+0.33 (+2.08%) ...option play up 50%!
BOTD loves FLOYD!
love those sexy bottoms!
...original BUY reco at $39 http://www.buyonthedip.com/2007/08/coldfusion-8-is-great-adobe-systems.html
....BOTD loves 5% gains!
take some profits!
we got this one right!!! original BUY post http://www.buyonthedip.com/2007/08/upcoming-quarterly-earnings.html
...AAP ..hmmm..not so good...
...LORL ... satellite lovin! ..up, up!
Wednesday, August 8, 2007
MARLIN BUSINESS SERVICES CORP
52-week low = $18.15
Marlin ..."the fish"...an Equipment Finance Company loans money to small businesses in the US...In this market we see tightening conventional lender guidelines, increased credit card usage, and strick lenghty bank loan processes, business owners need alternate places to borrow funds...Marlin is a solution. And with no mortgage or housing exposure...their loans are backed with asset based collateral...and we know they don't buy "shitty paper", more commonly refered to as "sub-prime"... so lets go fishing for MARLIN and BUY ON THE DIP!
--- And if we have to give a financial RECO or two, ....for fun lets add EQUIFAX INC (EFX: NYSE) & watch FAIR ISAAC (FIC) ... we also own DNB and REXI the dog is on fire!
MAR 22, 2008 $ 45.000 CALL (UHBCI : OPRA)
6.30 -0.70 (-10.00%)
common stock (UNH) 47.10 -0.89 (-1.85%)
p.s....on a less health tip, ... JACK IN THE BOX (JBX) looks nice under $60.
(a bit oversold, don't ya think?)
LORL ....booooyah! 44.02 +3.60 (+8.91%)
POT ...SMOKIN!!!!! .... ~~~~
....THIS BULL IS TOO STRONG! ...
Tuesday, August 7, 2007
Loral Space & Communications Inc. (LORL)
... satellite RADIO needs satellites ....right? ... $40/share
Advance Auto Parts, Inc. (AAP) ... car parts? not too sexy ......dip ? looks sexy under $34
NEWS CORP (NWS) ... on a lil' dip ...22 sounds good...go FOX!
(watching FWLT and JBX go nuts)
p.s. did you see VLCM today...sure we "wiped out" on our RECO, but 13% up today, geez...
p.s.s. UNH (UNITEDHEALTH GROUP), a boring dipper but we pay them every month through our employee health plan, ....longer term investment .....BOTD adding under $48!
p.s.s.s. BOTD still owns a lil' BFLY www.BlueFly.com .... earnings report afterhours ;-)
$88.47 = POT new 52week high!
BOTD added POTASH CORP SASK INC COM (POT: NYSE) on the JULY 25th dip...and today AUGUST 7th we took out the 52 week high!http://www.buyonthedip.com/2007/07/we-want-to-get-high-so-high-botd-loves.html
BOTD loves POT! go team!
HK reports in the AM, look to take some profits.
Q2 2007 earnings are expected to be announced on August 8, 2007
Estimates: 0.18 0.147 0.09 (High Mean Low)
HK current price $15.16 +0.71 (+4.91%)
Friday, August 3, 2007
POTASH CORP SASK INC
85.18 +1.37 (+1.63%)
Our favorite ticker, one of our only GREEN stocks today ... take those 10% profits, the sweet smell of victory is wonderful!
our original BUY RECO at $77ish :
5 and 10% gains for the DIPfolio ... the best medicine we know!
Wednesday, August 1, 2007
The consensus of the 13 analysts covering NYX for 2nd quarter 2007 is a per share value of $.64.
NEW YORK – Aug. 2, 2007 – NYSE Euronext (NYSE Euronext: NYX) today reported net income of $161 million, or $0.62 per diluted share, for the three months ended June 30, 2007, a 164% increase as compared to net income of $61 million, or $0.39 per diluted share, for the three months ended June 30, 2006.
Change +1.01 (+1.31%)
....Not the most exciting news ever, looks like a miss, right? (62<64)
NYX is the GLOBAL exchange of choice ....right? ...
.... stay LONG NYX with our common shares...BUY ON THE DIP!
....as for the DIPfolio NYX OPTIONS plays, let's SELL and take profits on any spike!
Coldfusion 8 is GREAT! ADOBE SYSTEMS owns the web with Coldfusion8, CreativeSuite, FLASH, Acrobat, Photoshop & more!
Adobe revolutionizes how the world engages with ideas and information -- anytime, anywhere and through any medium.
BOTD added Adobe (ADBE) back on the $37.50 dips (see 1 yr chart) and old post from feb 7th http://www.buyonthedip.com/2007/02/adobe-dips-tech-rises-buying-opp.html
...see the chart....now lets try the under $39 dip.
(remember to take gains at 5% and 10%, in this market we must take profits early and often!)