Tuesday, June 19, 2007
Fly Sell: TLT
I sold 10,000 TLT @ $83.90.
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2 huge block or cross trades of over 500K each just passed in ALTR. Fly, you have an opinion one way or the other?
"Man ARWR looks bad."
ARWR is consolidating gains and testing the 50 day moving average.
That's what good stocks do - advance, consolidate, then move higher.
If you want a low risk/high reward trade, buy ARWR with a mental stop at $6.30. Upside target is $9. That's .30 down and $3 up.
WIRE is looking to become active again and breakout.
ARWR is consolidating gains and testing the 50 day moving average.
That's what good stocks do - advance, consolidate, then move higher.
If you want a low risk/high reward trade, buy ARWR with a mental stop at $6.30. Upside target is $9. That's .30 down and $3 up.
WIRE is looking to become active again and breakout.
I glanced thru VLCM's 10K. Revenues are very concentrated, with 44% of sales in 2006 coming from its top five customers. PSUN accounted for 26% of VLCM's total revenues.
PSUN was upgraded yesterday by BBT and a few days before by Davidson.
PSUN was upgraded yesterday by BBT and a few days before by Davidson.
Hi Broker a,
Have you had time to come up with your list of hurricane stocks?
I hear natural gas will do well this year; do you have any rec?
Thanks
Have you had time to come up with your list of hurricane stocks?
I hear natural gas will do well this year; do you have any rec?
Thanks
Excerpt from Tobin Smith's newsletter:
"Microvision's Mini Projectors
LDS61195 writes: "Microvision (MVIS) obtained new
funding for developing its miniature projectors for
handhelds based on Corning (GLW) optics. Its
technology should be nearly ready and could find its
way into Research In Motion (RIMM) and Apple (AAPL)
handhelds. "
"Microvision's Mini Projectors
LDS61195 writes: "Microvision (MVIS) obtained new
funding for developing its miniature projectors for
handhelds based on Corning (GLW) optics. Its
technology should be nearly ready and could find its
way into Research In Motion (RIMM) and Apple (AAPL)
handhelds. "
Delay at VZ for SMSI software.
The stock can rise quickly, once shipments resume.
However, it is taking longer than expected and people are nervous.
The stock can rise quickly, once shipments resume.
However, it is taking longer than expected and people are nervous.
The “Antibroker” offers his chart chomping for MVIS with this link. Nothing really new here, other than more bloggers getting are on board every day.
Sentiment got a little hot, we'll prolly need another "bear trap door" to fuel the Q's higher. Still tons of shorts, fund flows strengthened only sightly, and there was decent put buying so far this week.
There is still plenty of doubt on BBY, but it will probably take a little time to put in the bottom. Major wave 4, no doubt.
There is still plenty of doubt on BBY, but it will probably take a little time to put in the bottom. Major wave 4, no doubt.
maggot-
"MaggotAtBroad&Wall said...
I glanced thru VLCM's 10K. Revenues are very concentrated, with 44% of sales in 2006 coming from its top five customers. PSUN accounted for 26% of VLCM's total revenues.
PSUN was upgraded yesterday by BBT and a few days before by Davidson."
glad you could glance through it, but I read it several times.
PSUN upgrade was yesterday.
Only PSUN is concentrated, with ~26% of revenues. They have no other customers that account for over 10%. The mgt. understands this risk and is fixing it, though they say PSUN is an important partner to them.
And, fwiw, that has been known since they were public, so, while certainly a valid risk, it is no where near "new" one.
HOLY BUFFALO today!
"MaggotAtBroad&Wall said...
I glanced thru VLCM's 10K. Revenues are very concentrated, with 44% of sales in 2006 coming from its top five customers. PSUN accounted for 26% of VLCM's total revenues.
PSUN was upgraded yesterday by BBT and a few days before by Davidson."
glad you could glance through it, but I read it several times.
PSUN upgrade was yesterday.
Only PSUN is concentrated, with ~26% of revenues. They have no other customers that account for over 10%. The mgt. understands this risk and is fixing it, though they say PSUN is an important partner to them.
And, fwiw, that has been known since they were public, so, while certainly a valid risk, it is no where near "new" one.
HOLY BUFFALO today!
The point was that with the analysts becoming more bullish on PSUN, the logical conclusion is that VLCM's business is likely also tracking well since PSUN is VLCM's largest customer.
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