Saturday, June 30, 2007

A Real Estate reco? yes, but this "PRO" is global and commercial.... ProLogis (PLD: NYSE)

PROLOGIS SH BEN INT (PLD: NYSE) ....check out the chart...P/E is low around 17ish...Real Estate is on a dip, we all know that, ... but .... this REIT/Global/Industrial/ Commercial/Leasing play is not a house in the suburbs ..... they own and lease big buildings in booming markets. Lets go Pro!

56.90
-0.77 (-1.34%)
.....BUY On the DIP!


Wednesday, June 27, 2007

THANK the LORD! NYX 76.00 +3.18 (+4.37%)

NYSE EURONEXT COM (NYX: NYSE)
76.00
+3.18 (+4.37%)

& our options play is in the green! (up 5%+)

NYSE EURONEXT COM JAN 19, 2008 $ 75.000 CALL (YVXAO : OPRA)
9.50
+1.30 (+15.85%) ....and we could sell now at 9.80

Tuesday, June 26, 2007

WINNERS: REYNOLDS AMERICAN INC COM (RAI: NYSE)

REYNOLDS AMERICAN INC COM (RAI: NYSE)
65.20
+3.19 (+5.14%)


.....take our 5% profits as usual.

Monday, June 25, 2007

The flight of PETROHAWK (HK) selling & soaring!

Petrohawk Energy Corporation (NYSE:HK)

"The proceeds from the divestment of our Gulf Coast division will significantly strengthen our balance sheet and allow us to continue to grow our already strong position in tight gas development areas," ....he speaks!!!! our vote for PRESIDENT! ...FLOYD WILSON...ohh wait , he already is....and we believe!

"tight gas" is tight...!!! halla.

Today our baby, BOTD pick of the year, and sum of the parts are worth more than the current share price, Petrohawk (HK) announced plans to sell its Gulf Coast division and focus on the Fayetteville and Woodford shales...and also said it plans to form a Master Limited Partnership (MLP) with some of its Permian and Arkoma basin properties...and as previously posted in the BOTD....hmmmm....3rd quarter filing IPO of MLP unit!...can you say...mo' money!


March 5, 2007
Wilson, Floyd C
Purchase
100,000
11.49-11.69
2,808,540
$1,160,253

We believe our boy is going for a double, ...would he settle for less? ... (that means a target price of $24/share)
BOTD!

more PETROHAWK (HK) news:

OPTIONS CALL on NYX ....

NYSE EURONEXT COM JAN 19, 2008 $ 75.000 CALL (YVXAO : OPRA)

$8.90
-0.42 (-4.51%)



We want to BUY this dip in NYX....& since we already own shares of the common stock,.... lets try to leverage this DIP with an option play! JAN 2008 $75.

COMMON STOCK: nyx 74.35 -1.02 (-1.35%)

Saturday, June 23, 2007

AHEAD of the UPGRADE: BOARDWALK PIPELINE PARTNERS (BWP: NYSE)

BOARDWALK PIPELINE PARTNERS (BWP: NYSE
35.39
+0.20 (+0.57%)


In search of a nice bottom in attractive stocks, we have nothing to hide...c'mon give us a hug!

We always enjoy being ahead of an upgrade :-)

Boardwalk Pipeline Partners initiated with "outperform"Friday, June 22, 2007 6:01:04 AM ETMorgan KeeganNEW YORK, June 22 (newratings.com) - Analyst John D Edwards of Morgan Keegan initiates coverage of Boardwalk Pipeline Partners LP (ticker: BWP) with an "outperform" rating.In a research note published yesterday, the analyst mentions that the company has capital expansion projects worth $3.3 billion, which are likely to come online over the forthcoming couple of years. Boardwalk Pipeline Partners has significant financial support from its parent company Loews Corporation, the analyst says. Boardwalk Pipeline Partners generates stable cash flows, since firm contracts account for 79% of its revenues, Morgan Keegan adds.

DIPfolio gains 4%+ this week on BWP during a bloody tape... Last week's BUY RECO: http://www.buyonthedip.com/2007/06/two-for-thursdaysina-corp-ord-sina.html