Tuesday, May 11, 2010
San Diego Trader 2 ~ SmartHeat Inc (Public, NASDAQ:HEAT)
... building on the BOTD China Real Estate Theme .... if you can't take the $HEAT $7.57 +0.77 (+11.32%) ... add an A/C unit!
Air pollution problems in CHINA!?? ... buy $HEAT on the "double bottom" DIP!
EARNINGS: 9 EST, in the AM. (if you are reading this they are probably already out, how is the stock reacting?)
p.s. no position. "if" earnings aren't a total disaster, let's BUY $HEAT for breakfast!
CHINA LONGS: $EJ, $CSIQ
Friday, May 7, 2010
the WICK of WTF ~ SPDR S&P 500 ETF (Public, NYSE:SPY)

the 1000 point WICK of WTF ...
did you BUY ON THE DIP???
.... the only one who bought the dip was CRAMER, live on CNBC. the best non-trade in history.
... starting to feel like that was the market telling us where she wants to go.

the SNOW MEN of DEATH ..... i don't see this happening, but then again who saw thursday? or Oct 08?
the LEFT-OVER Longs: $DTV, $BAC, $NFLX, $CSIQ, $EJ, ... and a hand full of semi-worthless calls.
BEAR bet: $EDZ
p.s. the LED Penny Play: added to Sunovia (SUNV) today @ 0.075 and @0.072
Wednesday, May 5, 2010
E-HOUSE of the RISING SUN! ~ Canadian Solar Inc. (Public, NASDAQ:CSIQ) & E-House (China) Holdings Limited (Public, NYSE:EJ)
we've been looking for the right CHINA Real Estate play ... it's E-HOUSE! ($EJ)Goldman reiterates "BUY" and $23.90 target (please note the below round # price target, nice)
the real key to $EJ is their expected commission rate, which Goldman is estimating comes in higher than expected when they report Q1 earnings on May 13th.
gotta love a CHINA solar stock named "Canadian" Solar, eh? ... EPS on May 13th.$CSIQ 16.14 -0.70 (-4.16%)
... Auriga upgrades to BUY (target $21) ... Wells Fargo initiates coverage on Solar sector, gives $CSIQ market perform (...leaving room for an upgrade)
p.s. Buy $NFLX 98.23 -1.13 (-1.14%) under $100!!
(1 yr target = $219) *iOwn
Monday, May 3, 2010
Who will save your SOUL? ~ Zale Corporation (Public, NYSE:ZLC)

... in case you missed it, $ZLC is a buy.
1)Accumulation + Consolidation = high B/O%
2) Citi will re-offer credit *40%+ of Zales sales!!
3) Mother's Day = May 9th.
... your diamond store since 1924
the "mini-tell"... if this jeweler, Birks & Mayors $BMJ, can jump 94%+ on 29% YOY increase in sales .... BUY ZALE!
ZALES ... "The KOBE aka The Tiger aka The ?"
BOTD: The PULP Prophet! ~ Buckeye Technologies Inc. (Public, NYSE:BKI)

the PAPER PLAYS of 2010.
Buckeye Tech ($BKI) loves ... CHEMICAL CELLULOSE ... from hot dogs to house paint!
John 'CEO' Crowe labels "regenerated synthetic fibers" as the KEY to NEXT QUARTER.
International Paper ($IP) ... the big dog.
Chart Lovers:
1) Channel Uptrend ~ bottom low risk entry
2) MA support ~ held on previous pullback
3) Stochastic Oversold ~ prudent buy point

$ the SPEC play $
Versa Paper ($VRS) ... award winning global GREEN innovator!
Low P/E = 2.61
INSIDER BUYS @ $KMB ... toilet paper FTW!
p.s. check $CLW on the billion roll!
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