Tuesday, May 11, 2010

The SD Trader! ~ SandRidge Energy Inc. (Public, NYSE:SD)


... bottom picking in $SD!

$6.44 +0.13 (+2.06%)
the NATGAS spec play of choice.

who's floyd? 

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 ?"


p.s. $NILE is like a naked Danny Devito.

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!