Archive for the ‘Trades’ Category

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.

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.

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.

Tech Data Corp. (TECD)

Thursday, December 3rd, 2009

Stock buy back announced today by Tech Data. askStockGuru has it at 38.58 for the paranoid buy today, and my gut was at 39 before going there, so I am liking that number today :) . Setting an alert for 40.

TUTOR PERINI CP (NYSE: TPC)

Wednesday, November 25th, 2009

TPC caught my eye through my stock repurchase news alert (Tutor Perini Corporation Announces Extension of its $100 Million Share Repurchase Program).

If they drop lower, I might just give it a try.

Gymboree Corp. (GYMB)

Thursday, November 19th, 2009

Retail is getting the thumbs down this time of year. If I wasn’t so cheap I would buy GYMB now. Instead, trying for a dip to 29.97 with a watch alert at 32 and 15%.

DEO Holiday Bonus Part 2

Saturday, November 14th, 2009

Hit my sell point on 11/2. Now let’s see what happens with my buy-back plan.

DEO Holiday Bonus?

Friday, October 30th, 2009

Like clockwork Diageo goes up for the holidays, down for the hangover and up again for the Super Bowl. The trick is calling the highs and lows (or, realistically, calling the right neighborhood of the high and low). This year I am shooting to sell at $69 and buy back at $62. Follow me here to see how it works out :)

AGEN

Wednesday, October 21st, 2009

In at 1.21 (should have stuck to my 1.20).  Limit sell at 1.88 with alerts at 1.8 and 1.02