Archive for the ‘The Watch Lists’ Category

Looking at DF Again

Friday, March 12th, 2010

Last August I blogged here about Dean Foods. My numbers in that post were obviously wrong in hindsight, and I’m down about 7% today on that investment. But…Today I was looking at my WallStreetSurvivor portfolio where I bought earlier, and am doing worse. So I started looking into selling when I ran across one article making a buy recommendation, and askStockGuru had this to say today:

Retracement Trade: Consider buying when the price retraces around 14.6. Consider selling/shorting when the price approaches 17.83.

I notice that intraday trading fluctuates widely,  So I am looking to buy at 14.3 and sell at 17.6 to recoup my losses and have something to hold onto afterward. Let’s see how this one works out.

VASCO Data Security International Inc. (VDSI)

Wednesday, March 10th, 2010

A Foolish pick from a tease for the Stock Advisor newsletter sniffed out by the Stock Gumshoe.  As coincidence would have it, there was a big jump in it today (or the Gumshoe is getting a lot more readers).

I’m going to lay back until the excitement dies down and look at VDSI again.

JOEZ Not Average

Tuesday, March 9th, 2010

The Fools are all excited about it, and the quick numbers look good, but it concerns me that they had a big rise last quarter on a tax windfall. Plus, their receivables are way up last quarter, too.

And their website is a bandwidth hog (I’m in a hotel with minimal connectivity on a wireless card).

I see this as a take over play like DEBS (a Foolish find that made me a few bucks), except they don’t have a dividend to entice me, so I’m going to lay back and wait for them to get close to $1 per share than over $2.

Thank Goodness For Fools

Monday, March 1st, 2010

I was all set to place a limit order on SMED when I read a comment on the CAPs board. Now I will wait longer and lower to re-evaluate.

I Wanna Be Like Buffett

Wednesday, January 27th, 2010

Though I’d really rather be like Jimmy, I never learned to play an instrument and my singing voice frightens small animals. So I will try to settle for Warren on a smaller scale with Canadian National Railroad (CNI). At least they are confident according to last night’s article stating they would be buy share back and increasing their dividend.

askStockGuru today recommends the entry point of 51.61. I’m going to go for the Monopoly™ bid and shoot for 49.67.

Blockbuster Blues

Wednesday, January 27th, 2010

Yes, I confess that I bought more today. It will either rebound at some point and turn a nice profit or go the way of my Circuit City Crap. The difference is, CC managed itself out of business where BBI is fighting a perception on Wall Street. NetFlix is an alternate model rather than a direct competitor. Anytime your not sure, look at Gamefly vs Game Stop. I’d rather pay a couple bucks more to touch and feel something before putting up money for it! Especially when my dollar is more important to me since I don’t know how long I will have it.

Stalking WWE

Wednesday, January 13th, 2010

Looking at the long term charts, I  see dips for WWE in the January/February and June/July periods, with the larger dips being in the latter. While I really like this stock, I will continue to hold out to buy in again for another dip.

Hold ‘em or FOLD ‘em

Tuesday, January 12th, 2010

Yup, it’s been a while since I posted, and starting off with a bad headline to boot.

Anyway, FOLD is going into phase 3 with their treatment for Fabry disease. I don’t see a short term upside on that, but the longer term upside is their ability to target diseases with genetically engineered treatments. If they can smooth that process out there is profit to be made as an investor. Being down 20.99% today, I have to tell myself that or sell and get over it.

Quanta Services Inc. (PWR)

Saturday, December 12th, 2009

Another gem from Best Stock Bets for 2010, I see that their net profit was up while gross sales were down in a down year. If, as the article predicts, their gross goes up, the bottom line should really jump. Would also be worthwhile to find companies they might buy.

QUALCOMM Inc. (QCOM)

Saturday, December 12th, 2009

I agree with reasoning presented Best Stock Bets for 2010 in  for QualComm.  Looking for below $42 as an entry point.