Monday, September 24, 2007

ICE added to S&P 500 ... and green lovin for the DIPfolio!

Intercontinental
Exchange, Inc.
(Public, NYSE:ICE)

After Hours:
146.60 +4.79 (3.38%)

ICE added to S&P 500 = mo' money for the DIPfolio!

BOTD reco earlier this month: http://www.buyonthedip.com/2007/09/nmx-and-ice-exchange-happy.html

p.s. the DIPfolio had a great day....on a "red market" day....BRAZIL!(can we say anymore), the newly added EMC broke out on a double upgrade, and our beloved exchanges are green!

RIO up 4.3%
SBS up 2.1%
CPL up 1.7%
EMC 7.7%
ICE 4.6% + afterhours S&P lovin' + 3.5%
even our old holding DOGS ...NYX and MPEL up big!

Ahead of the upgrade(s) .... this sounds familiar

EMC Corp. (EMC) was upgraded both by Bear Stearns and Citigroup, with the brokers citing the benefits of its 87% ownership in VMware (VMW) as well as its own valuation. Citigroup, which upped the stock from hold to buy, said "the mid- to long-term demand generation for networked storage attributable to server virtualization (is) attractive" and EMC's positioning is sound. Bear Stearns, which upped EMC's rating to outperform from peer perform, said the firm has been "highly effective at finding the 'next big thing' in IT spending, and then growing those nascent businesses through its legendary sales and marketing prowess, enabling overall EMC to continue to grow."

EMC

20.02
+0.99 (+5.20%)
we did it!

Friday, September 21, 2007

Legally buy and sell POT for profit!

BUY ON THE DIP!




POTASH CORP SASK INC COM (POT: NYSE)



$102.50 .....NEW 52 week high!

original BUY reco on POT: http://www.buyonthedip.com/2007/07/we-want-to-get-high-so-high-botd-loves.html

p.s. BRAZIL, BRAZIL, BRAZIL ... RIO, SBS, CPL, ...and have you seen PBR today! also check out TNE up 5% today...BRAZIL, BRAZIL, BRAZIL!

Thursday, September 20, 2007

What is 86% of A LOT?

we're not sure...but we bet its more than $19 a share.

EMC Corporation (EMC) is currently trading at $19...can you say undervalued?


EMC owns 86% of VMWARE INC (VMW: NYSE) ... lets take a look at VMW ... stock IPO'd and went from like $48 to $82 ....hmmm...thats A LOT! ....Yesterday Jefferies & Co reiterated their Buy on VMW and up'd target from $74 to $89....hmmm..thats A LOT MORE!

*MATH TIME* .... What is 86% of VMW + EMC (the world leader in TECH storage) + FED rate cut? 19? 22? who knows? ... BOTD loves those 10% gains!
.......DIPfolio adds EMC aferhours at $19!

EMC's 52-week high is at $20 even...TIME TO TAKE OUT THE HIGH! ...go team!

Wednesday, September 19, 2007

WINNER: CPL = Power to the People + Profit for the DIPfolio!

CPFL ENERGIA S A SPONSORED ADR (CPL: NYSE)
55.03
+1.34 (+2.50%)


...10%+ gains are fun!

original buy reco:

http://www.buyonthedip.com/2007/09/electricity-in-brazil-and-10-dividend.html


p.s. COMPANHIA VALE DO RIO DOCE SPONSORED ADR (RIO: NYSE) hit 30 today!!!!! ... New 52 week high for PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR (PBR: NYSE) ...COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR (SBS: NYSE) is above $51 heading for new highs! ... what an amazing week for the BRAZILIAN DIPfolio!

p.s.s. MONSANTO CO NEW COM (MON: NYSE)
... speechless...just look at the chart...our BUY was at $64!

MON
81.79
+3.91 (+5.02%)


TAKE SOME PROFITS!

Tuesday, September 18, 2007

RATE CUT lovin for the DIPfolio!

HOLY SNIP SNIP!
The FED CUT puts the DIPfolio up BIG!

RIO is heading for 30, thirty! which is the "old 60" up 9%+...SBS gets back to 50 up 5%+ ...HK climbs back from recent dip up 5%+, PBR up 6%+... ICE up 7%+ and was upgraded by S&P a few days ago, ... MON & POT are taking out new 52 week highs again, RGR & ELY are green...and CPL, our brazilian power to the people play up 7%+!!!

Friday, September 14, 2007

BOTD - Ahead of the Upgrade - CPL!

Bear Stearns upgrades CPL to OUTPERFORM

We give props to BEAR for its upgrade on our 10% div, power to the people, safer brazilian play!

OUTPERFORM and $64 target!

"CPFL Energia's local shares are down 17.4% since the last Bovespa (Brazilian Stock Market )high on July 17. The ADR's now show potential 26% upside to our 2008 price target," said Bear Stearns.

go team! BRAZIL, BRAZIL, BRAZIL & HAPPY FRIDAY!

Thursday, September 13, 2007

RIO SPLIT = GREEN 27.19 +0.665 (+2.51%)

Companhia Vale do Rio Doce
(ADR) (Public, NYSE:RIO)


... NEW 52 week HIGH ... again.



with the SPLIT remember that "25" is the "old 50" ...



gravy time! and take some profits

Other BRAZILIAN DIPfolio favorites green too...SBS, CPL, and PBR!

p.s. our baby HK just broke 17 ;-)

Wednesday, September 12, 2007

PETROHAWK above $16.50 ... & BRAZIL, BRAZIL, BRAZIL!

PETROHAWK ENERGY CORP COM (HK: NYSE)
16.56
+0.56 (+3.50%)

The COO sells shares, then retires, then stock goes up...hmm...BOTD subbornly LONG HK .... until our CEO of the year FLOYD WILSON sells.
OIL is THE PLAY!

JAN option was at $1.75 ... today bid is $2.55+ ... mo' MONEY!

p.s. BRAZIL , BRAZIL, BRAZIL....you know we love & own RIO, SBS, PBR is kicking ass! ...and...CPL with its 10%+ div is starting to move upward...please own something Brazilian .... beautiful stocks , beautiful women! BUY ON THE DIP!

Monday, September 10, 2007

NYMEX rising!

NYMEX HOLDINGS
(NMX: NYSE)

127.95
+4.64 (+3.76%)
remember to take gains at 5% and 10%

Friday, September 7, 2007

NMX and ICE ... exchange happy!

EXCHANGES are SEXY! .....with NYX being green today, we look toward other exchanges for opportunity....BUY BUY BUY!


NMX @ 122


and


ICE @ 132


BUY on the DIP!

Thursday, September 6, 2007

GUNS & GOLF ... BOTD goes hunting for birdies!

CALLAWAY GOLF (ELY: NYSE)

16.09
+0.02 (+0.12%)

FORE!!! Golf is the new hotness...DKS is taking off because of GOLF GALAXY...BOTD likes ELY at $16ish ...Lets go for the GREEN!



STURM RUGER & CO (RGR: NYSE)
17.35
+0.02 (+0.12%)

<-- check out the BIG GREEN BUY

did you see the Smith&Wesson (SWHC) quater?...wow...we feel RGR is undervalued here. TAKE A SHOT at RGR!

Wednesday, September 5, 2007

BOTD "Pick Of The Year" .... PETROHAWK update!


Our "pick of the year" PETROHAWK (HK) is flapping its lil' wings and heading higher!

Check the 5 day green chart!




.... also did you see the unusual option activity on our JAN 2008 calls today... normally trades 50 shares a day on average....today someone put in a BIG BUY of 2,500!


PETROHAWK ENERGY CORP COM JAN 19, 2008 $ 15.000 CALL (HKAC : OPRA)

2.20 +0.10 (+4.76%)

Electricity in BRAZIL and the 10% dividend!

BOTD adds CPL!

CPFL ENERGIA S A SPONSORED ADR (CPL: NYSE)
50.57
-1.49 (-2.86%)


Dividend Yield 10.62%

Brazil is our play...RIO and SBS, and even PBR have been good for the DIPfolio.

Our race back to 50 was very profitable with RIO hitting 50 first and SBS the folllowing day.

remember to take some profits at 5% and 10% gains....go team!