Sunday, August 31, 2008

FLOYD: Trader or Traitor? ~ Petrohawk Energy Corporation (Public, NYSE:HK)

Petrohawk (HK) the BOTD "pick of the year" 2007 & 2008 

 We keep saying "we won't sell until FLOYD sells" ... blah, blah  .... this past week FLOYD sold out.

FLOYD was supposed to sell the company, not his own shares.   

Purchased under $12/share in MARCH 2007 ... sold around $36/share AUGUST 2008! 

 FLOYD wins, 200%+ profit in 17 months on a few million. 

HK just had a public offering at $26.53 , and few weeks later FLOYD sells?  where is the faith FLOYD? .... hmmmm... HK currently at $34.61 , natgas is off big,  Gustavo is on.   Friends of Floyd say company will be sold above $40.  BOTD says sell HK at $32 or $39,  whichever comes first.  
p.s. no team. Faith in Floyd is lost. 

Friday, August 29, 2008


This is how we roll...

RECO = play GOLF!

nice hood ornament ;-)

p.s. ABK $7.16 on the late day decline ...ABK down 3.5%
~ After Hours: 7.10 -0.06 (-0.84%) 4:11pm

go team!

Thursday, August 28, 2008

PUTS ON THE POP! ~ Ambac Financial Group, Inc. (Public, NYSE:ABK)

Who's BORED?

..... ABK up 7.49
+2.25 (+42.94%)


... Sept & Oct $7.50's

BUNNY POWER! ~ Energizer Holdings, Inc. (Public, NYSE:ENR)

BOTD owns ENR!

84.30 +0.99 (1.19%)

.... keeps on going, and going..and going...

Consumers looking for a long-lasting battery to reliably power wireless gaming accessories, digital cameras, hand-held games or MP3 players, need not look further. Introducing Energizer(R) Advanced Lithium ... Energizer will partner with the forthcoming Rock Band 2 and encourage fans with special in-store promotions and coupons inside the game box.

p.s. we're looking to sell our PH soon. anyone want it? (PH) 65.10+2.08 (3.30%)

Wednesday, August 27, 2008

DIE Ghetto Retail, DIE! ~ Big Lots, Inc. (Public, NYSE:BIG)

BIG down 4%+

options plays up 50% to 120%

*take some profits*

POTP wins!

.... 2PAC loves BIG LOTS!

Tuesday, August 26, 2008

Earnings in your ear! ~ Big Lots, Inc. (Public, NYSE:BIG)

BIG beats, stock takes a hit! 

$30.72 ... down 7.08%! 

... still up 92% YTD ??? 

Puffy says .... "take that, take that" 

Monday, August 25, 2008

Sky's the Limit ~ Big Lots, Inc. (Public, NYSE:BIG)

BIG ... R.I.P. 

Big Lots (BIG:33.06-0.40-1.2%is expected to report second-quarter earnings of 26 cents a share.
                    52 week high $34.88
                                                   .... sky's the limit? 

                        POTP vs BIG   Round 26 

CITI doesn't trust Suntrust! ~ SunTrust Banks, Inc. (Public, NYSE:STI)

Citi downgrades (STI) to SELL!

40.33 -2.38 (-5.57%)

.... we've also noticed SunTrust is funding "new" mortgages... hmmm... with home prices still on the decline, how smart is that???

PONYTAIL update: Jon Najarian, market analyst at OptionMonster Holdings Inc., on Monday said he saw evidence of options traders making bearish bets on Wells Fargo & Co. and SunTrust Banks Inc. . "Neither Sun Trust, nor Wells Fargo trades are naked, out-the-money put purchases," Najarian wrote in a research note. "Nope, not the bankruptcy bets, these are bets that Wells Fargo and SunTrust move lower, but not that they head down 40% or 50%. Instead these show that there are interested parties that still look for downside movement, but these bets are that the move is 10% to 15%. That would take SunTrust to $35 or Wells Fargo to $25."

Friday, August 22, 2008

Focused on Profits! ~ Focus Media Holding Limited (ADR) (Public, NASDAQ:FMCN)

The BOTD weekly winners:

FMCN up 21.68%!  

STP up 25.07%!  

HK up 15.08%

DGP up 10.42% 

Weekend RECO = SUN ... in San Diego 

Thursday, August 21, 2008

B.I.G. Warning! ~ Big Lots, Inc. (Public, NYSE:BIG)

BigLots up 100% YTD.  


Don't they sell things in America???

..and the stores are shit.  Weirdly priced crappy stuff ... $9 lawn furniture and $5 picture frames, $3 stale Cheetos, $2 bent gift cards, $4 outdated magazines? $1.50 melted candy and $11 hair weaves?  who goes there? ... B.I.G.     R.I.P.   

BUY "puts on the pop" ... sept 30's & 27.50's ... BIGUF & BIGUY! 

*EARNINGS August 26th*  

Super "BIG"Chart lovers check the 3yr!!! 

The inverse head & shoulders multi-year / double top super breakdown?  

p.s.  the other chart says "double top" in purple. 

p.s.s.  this is just a SPEC hatred play, don't bet yo' life,  2pac. 

PROFIT TYPE THING! ~ Suntech Power Holdings Co., Ltd. (ADR) (Public, NYSE:STP)

Word around the campfire:
Jeffries reiterates BUY, target raised from $67 to $70.
FBR maintains MARKET PERFORM, target raised from $39 to $42.
Credit Suisse maintains NEUTRAL, target raised from $48 to $50.
S&P REITERATES BUY,  raising target price by $7 to $57.

BOTD buy RECO @ $32.45

today up 7% to $44.70


~ take more PROFITS.  

Let the leftovers ride! 

DIPfolio Highlights: 


STP44.70+2.95 (7.07%) *took more profits today*

DGP18.15+1.09 (6.36%) *took some profits today*

AGU86.79+2.08 (2.46%)

FMCN30.58+0.78 (2.62%) *took some profits today*

RIO27.46+0.56 (2.08%)

HK33.91+1.90 (5.94%)

SRS94.21+2.23 (2.42%) *took some profits today*
+3.33 (2.58%) *took some profits today*

Wednesday, August 20, 2008

The Wicked Garden of Profits! ~ Suntech Power Holdings Co., Ltd. (ADR) (Public, NYSE:STP)

SunTech (STP) reports a PLUSH quarter ... up 12.5%!!! 

China's Suntech Power Holdings Co Ltd reported a higher-than-expected 58 percent rise in quarterly earnings and lifted its 2008 revenue target on strong demand for solar energy.

"We have far more demand in the pipeline than we intend to supply," Chief Executive Zhengrong Shi said on a conference call with analysts.

Suntech raised its 2008 revenue outlook to a range of $2.05 billion to $2.15 billion. 

"We're already doing better than our guidance for the initial contracts that have been signed," Chief Strategy Officer Steven Chan said in an interview.

STP closed at a 2 month high!!! 

The DIPfolio Highlights:  


FMCN29.80+1.25 (4.38%)

AGU84.71+3.17 (3.89%)

RIO26.90+1.49 (5.86%)
HK32.01+2.49 (8.43%)

STP41.75+4.62 (12.44%)

Tuesday, August 19, 2008

The Trust Tree is losing branches ~ SunTrust Banks, Inc. (Public, NYSE:STI)

Don't trust SunTrust! 

Today POTP unleashed "puts of power" against STI.   

Death to the "orange line" ... KILL the 50dma!!!

p.s.  HUGE recent put buying in the RKH. 

p.s.s.  speaking of "sun" ... SunTech (STP) reports in the AM ... go team. 

p.s.s.s.  up 20%+ , our SKF and SRS timing was impeccable, as was the GS short.  and look, even our IBM puts turned GREEN today, back in the money!   ... and lastly, we sold some drugs today without getting caught!    cheers. 

Monday, August 18, 2008

DGP = Double Gold Play ~ DeutscheBank GOLD DBL LG ETN (Public, NYSE:DGP)

BOTD adds DGP! 

The Double Gold Play. 

DGP hit a new 52 week low of $15.45 on Friday. 

Buy GOLDx2 on the dip! 

Everyone needs at least one gold stock, right?  

p.s.  AUY @ $10 bucks!  ... go Cramer! 

Sunday, August 17, 2008

OLYMPIC Fever!!! ~ Focus Media Holding Limited (ADR) (Public, NASDAQ:FMCN)

 Who's watching the OLYMPICS? 

Focus Media (FMCN)

Buy (FMCN) on the DIP! 

FMCN reports strong results with a $100M Buyback! 

 China's Focus Media (FMCN) posted its unaudited financial results for the second quarter ended June 30, 2008 and said total revenues grew 106.8% year-over-year and 31.1% quarter-over-quarter to USD211.7 million.

"We saw strong revenue and earnings growth in the second quarter of 2008. As a result of our focus on core businesses, our operating cash flow increased significantly from the previous quarter. Although our business was negatively impacted by the earthquake in May, business conditions rebounded quickly in June. In addition, we expanded our network capacity significantly in the second quarter. For example, the total installed base of digital poster frames exceeded 25,000 units as of June 30, 2008 and is well on its way towards our goal of a 50,000 to 60,000 installation base by the year end," stated Dr. Tan Zhi, CEO of Focus Media.     

100% Year-over-year ......hmmmmm...  BOTD! 

p.s.  SPEC PLAY:  The $5 CHINA IPO!!! ... BUY (CMM) ChinaMassMedia 

p.s.s.  what more CHINA?   ShengdaTech (SDTH) beats ...up 8% AH. 

Friday, August 15, 2008

House of the rising SUNTECH ~ Suntech Power Holdings Co., Ltd. (ADR) (Public, NYSE:STP)

Can you say "PIN-ACTION"!??!! 

 .... the BOTD monday RECO up 15%

+3.21 (9.39%)


Thursday, August 14, 2008

WINNER: Drugs are GOOD! ~ Genzyme Corporation (Public, NASDAQ:GENZ)


(up 3.5%)

New 52 Week High

..... Cramer pumped GENZ the other night, hmmmm... time to take some profits?   go team! 

p.s.  The Drug Basket of Goodness:   (VRAD) up 20% since reco, (EMIS) gets ICAHN love up 20% afterhours!  

Tuesday, August 12, 2008

Petrohawk prices! ~ Petrohawk Energy Corporation (Public, NYSE:HK)

Is FLOYD up to the challenge? 

HK's public offering priced today at $26.53

closed the day $27.88 (up 5%) 

.... when CHK did their offering, the stock fell off with all other natgas plays .... let's see if our HK can hold. 

go floyd!  .. go team! 




Monday, August 11, 2008

SOLAR TUESDAY with STP ~ Suntech Power Holdings Co., Ltd. (ADR) (Public, NYSE:STP)

BUY (STP) on the DIP! 

STP  closed at $32.45 

... tight stop loss at $32

*Earnings August 20th*

 LDK up 20% after-hours.  JASO reports in the AM. 

25 million shares of common stock?!!?! ~ Petrohawk Energy Corporation (Public, NYSE:HK)'s  "pick of the year" .... PETROHAWK (HK)

$26.53 -3.08 (-10.40%)

*was down 13%+ with a daily low of $25.64*

.... Floyd pumps 25 million shares to pay off debt and fund leasehold acquisitions. 

BIG QUESTION = offering at what price?  ... we'll find out soon enough.   go team? 

p.s.  DRUG are GOOD! ~ IDMI up 13.15% , VRX up 7.3%, ISIS up 6.85%,  AFAM up 5.34%,  MYGN up 3.16%, EMIS up 2.93%, ALXN up 2.79%,  CRL up .85% ,  ... GENZ, ABC down less than 1%, PMC down 3.5  

Sunday, August 10, 2008

The "that just happened" Earnings Play! ~ The Steak n Shake Company (Public, NYSE:SNS)

How lame is this market?  ... let's find out.  

 ... for the price of a burger! 


SNS is sizzlin'  ... up 26% in the last month! 

*earnings MON after the close*

 recent insider BUYS ~  KING "cow" WAYNE 

ANGER IS A GIFT ~ One Day As A Lion [EP]

WAR is BAD ..... DRUGS are GOOD.

Album Review:

Zach de la Rocha (RATM frontman) & Jon Theodore (former Mars Volta Drummer) combine for a familiar mix of beat heavy, chunky distortion filled political rants. 

Rage like, but with no Morello the guitar work gets a bit stale.   Good thing this [EP] is only 5 tracks.   FUNKED OUT, LOUD, THICK, HARD, & HEAVY!  ... buy it! 

Top Track:  "If You Fear Dying" 

WAR is BAD, .... DRUGS are GOOD. 

Prescription Basket of Goodness:  GENZ, CRL, VRAD, AFAM, PMC, ABC, MYGN, ALXN, EMIS, IDMI, ISIS, and AMGN. 

Saturday, August 9, 2008

The Apple Store in La Jolla, CA ~ Apple Inc. (Public, NASDAQ:AAPL)

The economy sucks and the Apple store looks like a ride at DisneyLand. 

The "human" marketing campaign! 

The iPhone 3G @ Apple Store in La Jolla, CA: 

Wednesday 1pm:  25 person line?!! on a weekday , and after the lunch rush. 16GB black only. 

Thursday 3pm:  SOLD OUT  ~ and still a 5 person line , hmmmm ... 

Friday 2pm:  35 person line, and just the 16GB white.

Marketing Genii #1  ~ we only have the 16GB?  50% more expensive!   

Marketing Genii #2 ~ AT&T stores are SOLD OUT.  backlog at 2 weeks.  you can wait for AT&T to call or stand in the human marketing campaign at the Apple Store! 

Thursday, August 7, 2008

100% success rate! ~ Petrohawk Energy Corporation (Public, NYSE:HK)

FLOYD has the map! 


+2.03 (6.55%)

Petrohawk Energy's second completed Haynesville Shale well is mirroring its first in terms of production, according to a company news released posted Wednesday.

Petrohawk is running three horizontal rigs in the Haynesville Shale and anticipates bringing three more by next month. The company plans to operate 10 by year's end, and that number should be up to 20 in 2009 and subsequent years.

Petrohawk has commitments to acquire more than 300,000 net acres in what it believes is the "highly prospective" areas of the Haynesville and Bossier Shale plays in northwest Louisiana and east Texas. About 50 percent of the acreage is committed to the company for longer than a three-year lease term, the news release states. - EXCERPT from 

Wednesday, August 6, 2008

DRUGS are GOOD! ~ Charles River Laboratories (Public, NYSE:CRL)

Charles "chuck" River reported STRONG earnings yesterday afterhours.  Beat & Raised! ...  also boosted buyback to $200 million!  

what did the stock do?  CRL plunged this morning,  almost 10% to $61.59  ... dip buyers came to the rescue and CRL closed flat at $66.    

Target = new highs! 


The COMEBACK kid! 

(VRAD) @ $10 

just announced:
$8 million repurchase plan.


BTFO pick:

Almost Family 
@ $39

go family!! 

HK & AGU Earnings ~ Petrohawk Energy Corporation (Public, NYSE:HK)

Petrohawk (HK) reports! 


Looking ahead, the Company expects to drill approximately 29 horizontal wells in the Haynesville Shale during 2008 and to drill approximately 140 operated Haynesville Shale wells in 2009.

go FLOYD! 

AGRIUM (AGU) reports Q2 profits more than double! 

+3.52 (4.42%)

p.s.  PCLN & SNCR both down 17% , must take profits! 

  go team!

Tuesday, August 5, 2008

EARNINGS SHORTS ~ Incorporated (Public, NASDAQ:PCLN) & Synchronoss Technologies, Inc. (Public, NASDAQ:SNCR)

POTP wins! 

todays 5% rally was a perfect FADE

PCLN profits rise, guides higher .... stock down BIG! 

(PCLN) After Hours: 99.21 -17.99 (-15.35%)  

SNCR earnings down 52% ... payback! 
After Hours: 11.00 -1.35 (-10.93%) 

p.s.  DRUGS are GOOD.