Monday, October 19, 2009

What fun in Texas

Here is a map with push pins. Guess what I've been doing?
Click here to get map.

Sunday, August 30, 2009

Stocks for Aug 24

Here are the stocks for the week of August 24, with the stocks that are passing at least three of my five filters. It is running late and will be short.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
ARO 11 199
GMCR1 1 199
STEC 111 99
WMS 11 199
BWLD 11 198
WXS 11 197
CMG 11 196
SHOO 11 195
FFIV 11 192
IBM 11 191
RIMM 11 190


Fuqi International has been dropped from the core list stocks.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
ARO10 
BWLD10 
GMCR10 
HMSY7 
APSG7Earn 1-Sep
IBM8Earn 15-Oct
RIMM9Earn 24-Sep
DBRN5 
NFLX5 
WMS6 

moving down this week
moving up this week
new this week

Stocks remain in Yellow Light mode according to the 1-2-3 model, due to the sharp rise in the S&P 500. The Inflation Model has dropped to half a star ("decreasing inflation").

We took our daughter to college at a private, Christian school about a six hour drive. The GPS decided to take us on 74 W, so we saw the Natahala river in NC and the Ochoee river in TN. Although it was still bittersweet, the school helped make the parting less difficult.

Have fun trading this week.

Thursday, August 20, 2009

Stocks for Aug 17

Here are the stocks for the week of August 17, with the stocks that are passing at least three of my five filters.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
ARO 11 199
GMCR1 1 199
STEC 111 99
WMS 11 199
BWLD 11 198
CMG 11 197
FFIV 11 197
IBM 11 195
WXS 11 194
SHOO 11 193
RIMM 11 190


Texas Roadhouse (TXRH) has been dropped from the core list stocks.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
ARO10Earn 20-Aug
BWLD10 
GMCR10 
HMSY8 
APSG8 
IBM8Earn 15-Oct
RIMM8Earn 24-Sep
DBRN6 
NFLX6 
WMS6 
FUQI5 

moving down this week
moving up this week
new this week

Stocks remain in Yellow Light mode according to the 1-2-3 model, due to the sharp rise in the S&P 500. The Inflation Model remains at to two stars ("some inflation risk").

My brother-in-law, Kevin, has helped me understand two technology keys that I would like to share with you. The first is that a T1 line is 1.5 Mb/sec, half duplex, but that it is a dedicated line. (Business class from Time-Warner might give you a larger maximum bandwidth, but the speed varies, depending on load.) The second is a technology called a femtocell, which is like a VoIP for a cell phone. It is a cell base station, but transmits over internet lines.

I will be on the road this week. More to come. Have fun trading this week.

Sunday, August 16, 2009

Stocks for the week of Aug 10

Here are the stocks for the week of August 10, with the stocks that are passing at least three of my five filters. It is late because I have been on the road (and will be the coming week as well).

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
ARO 11 199
GMCR1 1 199
STEC 111 99
WMS 11 199
BWLD 11 198
CMG 11 198
FFIV 11 197
IBM 11 195
RIMM 11 190


There are no new core list stocks and no dropped stocks.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
ARO10Earn 20-Aug
GMCR10 
BWLD10 
HMSY9 
APSG8 
IBM8Earn 15-Oct
DBRN7 
NFLX7 
RIMM7Earn 24-Sep
WMS6 
TXRH5 
FUQI5 

moving down this week
moving up this week
new this week

Stocks remain in Yellow Light mode according to the 1-2-3 model, due to the sharp rise in the S&P 500. The Inflation Model has moved up to two stars ("some inflation risk").

I have unpacked the Dell rack server, and it seems to make as much noise as a jet engine starting up. I found out from Justin at church that the VMware hypervisor does not go on the "bare metal"; instead, it goes on top of the Red Hat Enterprise Linux (RHEL) server. It's always amazing to me how a dab of expert knowledge can overcome hours of hacking.

Have fun trading this week.

Monday, August 3, 2009

Stocks for Aug 3

Here's the week of August 3, with the stocks that are passing at least three of my five filters.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
ARO 11 199
BWLD 11 199
GMCR1 1 199
STEC 111 99
WMS 11 198
FFIV 11 197
HMSY111  97
IBM 11 194
KCI 11 192
RIMM 11 191
APSG 11 189


There are no new core list stocks and no dropped stocks.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
ARO10Earn 20-Aug
GMCR10 
HMSY10 
BWLD10 
DBRN8 
NFLX8 
APSG8 
IBM7Earn 15-Oct
TXRH6Earn 3-Aug
RIMM6Earn 24-Sep
WMS6Earn 3-Aug
FUQI5 

moving down this week
moving up this week
new this week

Stocks remain in Yellow Light mode according to the 1-2-3 model, due to the sharp rise in the S&P 500. The Inflation Model remains at to one star ("mild or decreasing inflation").

The used Dell rack server came in on Thursday, but I have not had time to unpack it. Saturday was spent rebuilding Apogee's HP Proliant server, and I think I learned a lot of very useful things about RAID 1 and RAID 5 arrays.

The Fronius inverter replacement came in, and John and Chuck and I replaced it. It's putting power on the grid again.

Have fun trading this week.

Tuesday, July 28, 2009

Stocks for July 27

Here are the stocks that are passing at least three of my five filters for the week of Jul 27.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
ARO 111199
BWLD 11 199
GMCR1 1 199
HMSY111  99
NFLX 11 198
WMS 11 198
SYNA11  197
IBM 11 194
RIMM 11 193
APSG 11 190


RIMM and WMS are new to the core list. Research in Motion was on the core list more than a year ago, and makes the Blackberry. WMS Industries manufactures video games for casinos.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
ARO10Earn 20-Aug
GMCR10Earn 29-Jul
HMSY10Earn 31-Jul
BWLD9 
DBRN8 
NFLX8 
IBM7Earn 15-Oct
APSG7 
TXRH6Earn 3-Aug
FUQI5 
RIMM5Earn 24-Sep
WMS5Earn 3-Aug

moving down this week
moving up this week
new this week

Stocks remain in Yellow Light mode according to the 1-2-3 model, due to the sharp rise in the S&P 500. The Inflation Model remains at to one star ("mild or decreasing inflation").

I bought a used Dell rack server on eBay, which will be commissioned as my TradeStation execution platform. It should come any day now. My Fronius inverter for the solar panels recently stopped working due to a communications error. They have shipped a replacement model and are paying some for the re-installation expenses. The UPS guy is going to have to remember to lift from the legs.

Have fun trading this week.

Monday, July 20, 2009

Stocks for July 20

Here are the stocks that are passing at least three of my five filters for the week of Jul 20.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
ARO 11 199
GMCR1 1 199
HMSY111  99
BWLD 11 198
APSG 11 194
DBRN 11 192


TNDM is off the core list.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
ARO10Earn 20-Aug
GMCR10Earn 29-Jul
BWLD9Earn 27-Jul
HMSY9Earn 31-Jul
NFLX8Earn 23-Jul
DBRN8 
IBM7Earn 15-Oct
TXRH7Earn 3-Aug
APSG6 
CMG5Earn 22-Jul
FUQI5 

moving down this week
moving up this week
new this week

Stocks have moved back into Yellow Light mode according to the 1-2-3 model. This is because the S&P 500 has risen above its 45-week moving average. Meanwhile, the Inflation Model has dropped to one star ("mild or decreasing inflation").

My long put position is unhappy with the rise in stock prices. That's OK, I bought them with some time to go. I think that if we have a sharp drop, I will be able to sell some further out-of-the-money puts and make some if it back.

Have fun trading this week.