Here is a map with push pins. Guess what I've been doing?
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Monday, October 19, 2009
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.
| Symbol | Top Ranked | Zacks | PEG | SuppDem | VL | IBD Stock checkup |
| ARO | 1 | 1 | 1 | 99 | ||
| GMCR | 1 | 1 | 1 | 99 | ||
| STEC | 1 | 1 | 1 | 99 | ||
| WMS | 1 | 1 | 1 | 99 | ||
| BWLD | 1 | 1 | 1 | 98 | ||
| WXS | 1 | 1 | 1 | 97 | ||
| CMG | 1 | 1 | 1 | 96 | ||
| SHOO | 1 | 1 | 1 | 95 | ||
| FFIV | 1 | 1 | 1 | 92 | ||
| IBM | 1 | 1 | 1 | 91 | ||
| RIMM | 1 | 1 | 1 | 90 |
Fuqi International has been dropped from the core list stocks.
Core list (with n of 10 weeks passing):
| Symbol | Passing weeks | Earnings |
| ARO | 10 | |
| BWLD | 10 | |
| GMCR | 10 | |
| HMSY |  7 | |
| APSG | 7 | Earn 1-Sep |
| IBM | 8 | Earn 15-Oct |
| RIMM |  9 | Earn 24-Sep |
| DBRN | 5 | |
| NFLX | 5 | |
| WMS | 6 | |
| | 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.
| Symbol | Top Ranked | Zacks | PEG | SuppDem | VL | IBD Stock checkup |
| ARO | 1 | 1 | 1 | 99 | ||
| GMCR | 1 | 1 | 1 | 99 | ||
| STEC | 1 | 1 | 1 | 99 | ||
| WMS | 1 | 1 | 1 | 99 | ||
| BWLD | 1 | 1 | 1 | 98 | ||
| CMG | 1 | 1 | 1 | 97 | ||
| FFIV | 1 | 1 | 1 | 97 | ||
| IBM | 1 | 1 | 1 | 95 | ||
| WXS | 1 | 1 | 1 | 94 | ||
| SHOO | 1 | 1 | 1 | 93 | ||
| RIMM | 1 | 1 | 1 | 90 |
Texas Roadhouse (TXRH) has been dropped from the core list stocks.
Core list (with n of 10 weeks passing):
| Symbol | Passing weeks | Earnings |
| ARO | 10 | Earn 20-Aug |
| BWLD | 10 | |
| GMCR | 10 | |
| HMSY | 8 | |
| APSG | 8 | |
| IBM | 8 | Earn 15-Oct |
| RIMM | 8 | Earn 24-Sep |
| DBRN | 6 | |
| NFLX | 6 | |
| WMS | 6 | |
| FUQI | 5 | |
| | 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).
| Symbol | Top Ranked | Zacks | PEG | SuppDem | VL | IBD Stock checkup |
| ARO | 1 | 1 | 1 | 99 | ||
| GMCR | 1 | 1 | 1 | 99 | ||
| STEC | 1 | 1 | 1 | 99 | ||
| WMS | 1 | 1 | 1 | 99 | ||
| BWLD | 1 | 1 | 1 | 98 | ||
| CMG | 1 | 1 | 1 | 98 | ||
| FFIV | 1 | 1 | 1 | 97 | ||
| IBM | 1 | 1 | 1 | 95 | ||
| RIMM | 1 | 1 | 1 | 90 |
There are no new core list stocks and no dropped stocks.
Core list (with n of 10 weeks passing):
| Symbol | Passing weeks | Earnings |
| ARO | 10 | Earn 20-Aug |
| GMCR | 10 | |
| BWLD | 10 | |
| HMSY | 9 | |
| APSG | 8 | |
| IBM | 8 | Earn 15-Oct |
| DBRN | 7 | |
| NFLX | 7 | |
| RIMM | 7 | Earn 24-Sep |
| WMS | 6 | |
| TXRH | 5 | |
| FUQI | 5 | |
| | 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.
| Symbol | Top Ranked | Zacks | PEG | SuppDem | VL | IBD Stock checkup |
| ARO | 1 | 1 | 1 | 99 | ||
| BWLD | 1 | 1 | 1 | 99 | ||
| GMCR | 1 | 1 | 1 | 99 | ||
| STEC | 1 | 1 | 1 | 99 | ||
| WMS | 1 | 1 | 1 | 98 | ||
| FFIV | 1 | 1 | 1 | 97 | ||
| HMSY | 1 | 1 | 1 | 97 | ||
| IBM | 1 | 1 | 1 | 94 | ||
| KCI | 1 | 1 | 1 | 92 | ||
| RIMM | 1 | 1 | 1 | 91 | ||
| APSG | 1 | 1 | 1 | 89 |
There are no new core list stocks and no dropped stocks.
Core list (with n of 10 weeks passing):
| Symbol | Passing weeks | Earnings |
| ARO | 10 | Earn 20-Aug |
| GMCR | 10 | |
| HMSY | 10 | |
| BWLD | 10 | |
| DBRN | 8 | |
| NFLX | 8 | |
| APSG | 8 | |
| IBM | 7 | Earn 15-Oct |
| TXRH | 6 | Earn 3-Aug |
| RIMM | 6 | Earn 24-Sep |
| WMS | 6 | Earn 3-Aug |
| FUQI | 5 | |
| | 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.
| Symbol | Top Ranked | Zacks | PEG | SuppDem | VL | IBD Stock checkup |
| ARO | 1 | 1 | 1 | 1 | 99 | |
| BWLD | 1 | 1 | 1 | 99 | ||
| GMCR | 1 | 1 | 1 | 99 | ||
| HMSY | 1 | 1 | 1 | 99 | ||
| NFLX | 1 | 1 | 1 | 98 | ||
| WMS | 1 | 1 | 1 | 98 | ||
| SYNA | 1 | 1 | 1 | 97 | ||
| IBM | 1 | 1 | 1 | 94 | ||
| RIMM | 1 | 1 | 1 | 93 | ||
| APSG | 1 | 1 | 1 | 90 |
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):
| Symbol | Passing weeks | Earnings |
| ARO | 10 | Earn 20-Aug |
| GMCR | 10 | Earn 29-Jul |
| HMSY | 10 | Earn 31-Jul |
| BWLD | 9 | |
| DBRN | 8 | |
| NFLX | 8 | |
| IBM | 7 | Earn 15-Oct |
| APSG | 7 | |
| TXRH | 6 | Earn 3-Aug |
| FUQI | 5 | |
| RIMM | 5 | Earn 24-Sep |
| WMS | 5 | Earn 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.
| Symbol | Top Ranked | Zacks | PEG | SuppDem | VL | IBD Stock checkup |
| ARO | 1 | 1 | 1 | 99 | ||
| GMCR | 1 | 1 | 1 | 99 | ||
| HMSY | 1 | 1 | 1 | 99 | ||
| BWLD | 1 | 1 | 1 | 98 | ||
| APSG | 1 | 1 | 1 | 94 | ||
| DBRN | 1 | 1 | 1 | 92 |
TNDM is off the core list.
Core list (with n of 10 weeks passing):
| Symbol | Passing weeks | Earnings |
| ARO | 10 | Earn 20-Aug |
| GMCR | 10 | Earn 29-Jul |
| BWLD | 9 | Earn 27-Jul |
| HMSY | 9 | Earn 31-Jul |
| NFLX | 8 | Earn 23-Jul |
| DBRN | 8 | |
| IBM | 7 | Earn 15-Oct |
| TXRH | 7 | Earn 3-Aug |
| APSG | 6 | |
| CMG | 5 | Earn 22-Jul |
| FUQI | 5 | |
| | 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.
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