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J 457

J 457
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  • After-hours top gainers, as of 5:15 p.m.: ULTR +9%. AKG +9%. BCEI +9%. WAL +4%. KWK +4%.
    After-hours top losers: YONG -5%. YGE -4%. TRX -4%. LFL -4%. NSU -3%[View news story]
    KWK. Millions of shorts covering can make this one rocket. Price should be more aligned with SD, XCO, FST ($6-$7 range) and yet it's still under $3.00. I'd like to see KWK at $5 by end of March and $6 by mid April.
    Mar 15 05:49 PM | Likes Like |Link to Comment
  • Homebuilder stocks are moving away from trading on the macro news and beginning to trade more on company-specific fundamentals, according to Wells Fargo. While most homebuilder shares have outperformed the S&P 500 over the last twelve months, different patterns are starting to emerge. Performance within the sector is beginning to fragment. Over the last week for example, half of the builders the firm follows outperformed while half underperformed. Similarly over the last month, only 5 of the 12 outperformed. [View news story]
    Yes, there are several such services which report upon such new home sales data each week. Example Ryness in Ca breaks it down regionally, week over week, year over year, and by new home builder. Or NAR. Or metrolist has some search criteria.
    Mar 15 05:42 PM | Likes Like |Link to Comment
  • Coal companies continue to flounder, and Cowen analysts think the met coal sector may not see improvement with no near-term positive catalysts on the horizon. Australia's rainy season has left met coal production relatively unscathed, and China's high inventories and weakening steel prices could pressure pricing. Among coals, the firm favors Walter Energy (WLT) for the long term. [View news story]
    Bottom is in. Coal will be one of the best sectors of 2013. So will NG. Rotation out of consumer/retail and into materials.
    Mar 15 04:43 PM | 7 Likes Like |Link to Comment
  • Homebuilder stocks are moving away from trading on the macro news and beginning to trade more on company-specific fundamentals, according to Wells Fargo. While most homebuilder shares have outperformed the S&P 500 over the last twelve months, different patterns are starting to emerge. Performance within the sector is beginning to fragment. Over the last week for example, half of the builders the firm follows outperformed while half underperformed. Similarly over the last month, only 5 of the 12 outperformed. [View news story]
    That's because you'd have to be a complete lunatic moron to even think of owning RYL at $41 or MTH at $45. If you must own a builder, buy a more diversified major like LEN or TOL or PHM.
    Mar 15 04:41 PM | Likes Like |Link to Comment
  • Not shying away from a hot sector, Sterne Agee calls for over-weighting the homebuilders (XHB) ahead of Q1 earnings. "We believe housing supply is not sufficient to meet demand," says Sterne simply, and inventory in key regions has fallen to levels where builders from the low to high end can all raise prices. Top individual picks: RYL, DHI, MTH[View news story]
    Yea sure, buy RYL at $40. Are you insane!!!!!!!!!!
    No thanks, I'd bet it will visit $25 in six months.
    Mar 14 04:14 PM | Likes Like |Link to Comment
  • Papa John's (PZZA -8%) slumps after missing earnings estimates with its Q4 report and restating financial results from 2009 to 2011. During the latest quarter, the company saw global sales growth of 19.6% and growth at restaurants opened at least a year of 7%. [View news story]
    The only thing propping up this price is free FED money and share buy-backs. Otherwise it would be cut in half at best.
    Feb 27 12:12 PM | Likes Like |Link to Comment
  • Papa John's (PZZA -8%) slumps after missing earnings estimates with its Q4 report and restating financial results from 2009 to 2011. During the latest quarter, the company saw global sales growth of 19.6% and growth at restaurants opened at least a year of 7%. [View news story]
    This is a good price to short?
    Feb 27 11:23 AM | Likes Like |Link to Comment
  • Papa John's International (PZZA): Q4 EPS of $0.62 misses by $0.14. Revenue of $367M (+19.9% Y/Y) beats by $19M. (PR[View news story]
    DPZ and PZZA should both be 50% less. If not for stock buy-back plan these two would crater.
    Feb 26 10:43 PM | Likes Like |Link to Comment
  • Is Senesco Technologies The Next Cellceutix? [View article]
    SNTI will be a good candidate to invest once PII trials begin, assuming PI trials are positive. I like ADXS instead. Multiple PII constructs with mid year final results expected. Mid term data has been positive.
    Feb 8 12:46 PM | Likes Like |Link to Comment
  • 3 Companies Trying To Beat Cancer [View article]
    These all look worthwhile to research. Although my top pick and investment $$ is with ADXS.
    Feb 8 12:41 PM | 2 Likes Like |Link to Comment
  • In an attempt to stir up conservatives in Congress, former Senator and now Heritage Foundation president Jim DeMint is urging Republicans to stand their ground against the President in the upcoming showdown over the debt ceiling. "The government itself is not going to shut down, DeMint says, "In fact, I don't think people are even going to notice it." [View news story]
    Everyone needs to see past this "us and them" mentality. Its just a smoke screen to redirect your attention from the "real" issues. Democrat or Republican are nearly one of the same- they both can't balance a budget and spend like drunken sailors. Its just a matter of who raids the golden taxpayer coffer fist.
    Jan 18 07:55 PM | 2 Likes Like |Link to Comment
  • In an attempt to stir up conservatives in Congress, former Senator and now Heritage Foundation president Jim DeMint is urging Republicans to stand their ground against the President in the upcoming showdown over the debt ceiling. "The government itself is not going to shut down, DeMint says, "In fact, I don't think people are even going to notice it." [View news story]
    They already did and spent the money on the Sandy relief bill in one day flat. The bill is so full of pork those people will be lucky to see anything from that 60 billion. But some will see newly paved roads in Guam and new weather satellites...
    Jan 18 07:52 PM | 5 Likes Like |Link to Comment
  • In an attempt to stir up conservatives in Congress, former Senator and now Heritage Foundation president Jim DeMint is urging Republicans to stand their ground against the President in the upcoming showdown over the debt ceiling. "The government itself is not going to shut down, DeMint says, "In fact, I don't think people are even going to notice it." [View news story]
    So, are you saying you want Obama to have unlimited spending authoity and remove the "check and balance" process of requiring congressional approval to raise debt limit? Seems dangerous to me.
    Jan 18 07:50 PM | 1 Like Like |Link to Comment
  • In an attempt to stir up conservatives in Congress, former Senator and now Heritage Foundation president Jim DeMint is urging Republicans to stand their ground against the President in the upcoming showdown over the debt ceiling. "The government itself is not going to shut down, DeMint says, "In fact, I don't think people are even going to notice it." [View news story]
    Issue some IOU's for a few weeks and maybe people will awaken from their slumber and recognize the country needs to balance the budget and stop borrowing .50 of every dollar spent. The politicians will keep running a muck until forced into some accountability. It won't happen by itself....
    Jan 18 07:47 PM | Likes Like |Link to Comment
  • The NAAIM Manager Sentiment survey soars to 88.1 - "literally off the charts bullish," says Schaeffer's Ryan Detrick, pronouncing himself concerned at so many professionals moved to one side of the boat. (longer-term chart[View news story]
    "Personally, I believe the market will continue to be supported by the vast overallocation of money away from equities."

    Tack, I think that's correct. Not because I agree its right for the country, but because the markets are being juiced by $85 billion a month in FED liquidity. Market stability is one of the mandates. Bonds are overbought and until people feel more confident they will remain there. Once rates go negative, or sentiment improves, money will slowly flow back into equities seeking higher yield. Until then, FED props up the market....
    Dec 29 03:10 PM | 1 Like Like |Link to Comment
COMMENTS STATS
865 Comments
1,231 Likes