Joe Kunkle

Vanda Pharmaceuticals: Tomorrow's Headline Stock

I expect the 2 Wall St Analysts uprading shares to Buy today did plenty of homework. Check back in a month.

Buying the NewMarket Dip

Nice move to $66.50...patience wins

FDA Calendar Updates: Amylin, Alkermes, Eli Lilly, Cell Therapeutics

Mike
Acorda (ACOR) October 22,2009 for Fampridine-SR NDA accepted by FDA today.

Why This Rally Is Unsustainable

And this is in addition to the April 13 article saying the Equity Market would implode...sounds like a bitter short got crushed. Records amount of cash on the sidelines will have this rally continue another 15 to 20% from here.

Beazer Homes: Option Traders Expecting Major Move Higher in Another Homebuilder

Shares up 33% day after my write up...calls up 100%+...As I said, I am int eh business of making money...I will leave the squabbling over debt levels and the balance sheet to those that will be run over by the smart money....

Beazer Homes: Option Traders Expecting Major Move Higher in Another Homebuilder

Should say $3, more than double....

Beazer Homes: Option Traders Expecting Major Move Higher in Another Homebuilder

I will not argue with any of the above, but I am in the game of "making money", not worrying about balance sheets that really mean nothing when you are a trader. Markets are forward looking, and I am sure the same comments would have been made a few weeks ago when option trading was saying to buy E-Trade (ETFC) at $1.30, which has debt/equity ration of 5.6, and traded near $ just 10 days later......the options market does not lie, and the smart money is telling people to buy into Beazer, while the "dumb" money worries about balance sheets....(which are manipulated by the same people that caused many of the problems in the financial industry).

Sealed Air: Option Traders See Additional Upside in Hot Packaging Industry

would also add that a sympathy bet on this would be to go long the paper producers like International Paper (IP), Wassau Paper (WPP), Potlach (PCH), Aracruz (ARA), Votorantim (VCP), Rock Tennessee (RKT), Domtar (UFS), Sonoco (SON), Sappi (SPP), Temple Inland (TIN), and Buckeye (BKI).

TBS International: Best Way to Play Dry Shippers

EGLE my favorite in this sector; 9 straight days of Baltic Dry Index rising after around 23 straight down days

Options Radar Signaling Big Bounce in Two Medical Equipment Makers

4/21/09 3:20pm****
Invacare (IVC)  very unusual with a record call volume day, albeit only 964, but 913 of May $15's trade when average volume in calls is just 37; earnings are April 23 before the open; also a seller of 20 May $15 puts; looks like someone may know something into earnings. This continues the trend of bullish action in medical equipment names, and IVC is well off August highs of $26, currently at $16.50 and near a triangle breakout above $17.50. IVC implied volatility has spiked from 52% to 67% today, very interesting.

Options Radar Signaling Big Bounce in Two Medical Equipment Makers

Another medical equipment stock hit Radar on 4.20:

****Zimmer Holdings (ZMH) continues a trend of bullish action in medical equipment makers where 4.4X the average call volume traded today with noticeable new positioning in May $45 calls with shares at $41.93, and the order flow was decisively bullish at the offer in multiple 750+ contract lots. ZMH shares are nearing a breakout of a bearish channel and have earnings scheduled for April 23rd, and much of the action today could be a bullish earnings, as well as a bet associated with a sympathy play on Stryker’s (SYK) earnings that were announced after the bell. ZMH is also a name that also comes up in takeover chatter with JNJ the rumored buyer. ZMH volatility remained elevated ner it’s highest levels since November at just under 60%.

Four Home Furnishing Stocks for a Housing Recovery

1) Those trailing P/E's won't turn negative, as the earnings already happened and we are looking at the present, unless you theorize a negative price....the operating margins are 7 to 12% on these stocks

2) Consumers have been saving at a record pace and add in re-financing debt that saves thousands of dollars and plenty of capital is available to invest in high end furniture, because the more dollars you put in the more you get out, a simple notion in real estate valuation

3) Markets are forward looking, and that housing and debt binge is in the fast, and the valuation disconnect will be realized by the institutions looking for a longer term stability investment

4) I would not say furniture is exactly a luxury, more of a necessity, and unemployment is very close to a bottom, with 10% being the worst we could see

5) Not a real sensible argument, that consumers will not buy household items because of retirement savings dwindling...most new home buyers and people upgrading houses are in 30's to 40's have have a 20 year time horizon or more remaining for retirement savings, not a real worry

10 Interesting Stocks Under $10

One of the most illogical statements ever made bobbobwhite. You want to rely on projections of earnings? First the earnings are uncertain and second the growth forecasts are inflated and very uncertain. PEG ratio has proven to be worthless. Look at real value estimates like cash on the books or EV/EBITDA or Price/Cash Flow....I'd suggest you study your fundamental analysis


On Feb 04 03:20 PM bobbobwhite wrote:

> Low cost stocks mean nothing but low cost stocks without projections
> for future earnings. That's where low PEG comes in... find low priced
> stocks with great future earnings projections and leave the guessing(like
> this page) to others.
>
> Low PEG is the primary thing that counts with low priced stocks.
> That's how real fortunes are made.

10 Interesting Stocks Under $10

I sent a 10 stocks under $1 one to Seeking Alpha last Friday ,but they have not posted...

Time to Buy Telecom Stocks

As it is a share merger, they will trade together