The Bull's Apprentice

It is said that no matter how great a man is, he is nothing without a legacy. Hence, that is why the Bull has been training his apprentice for many years now. The Bull will not always be here, but the legacy of the Bull will live on forever!

Here is an email my apprentice sent out earlier this week:

The year has started like I hoped. Up X,XXX,XXX on picks, XXX and XXXXX left the market XXXX is god knows where on his mission to get in the market, and The Bull... lets not even go there ha. There is really no subject to this email, just felt like sending something out. The one bright spot of this year is that the picks I sent to everyone, have returned about 15 percent so far.
I think for the rest of this email I am going to outline some things that may help make some money, and maybe provide some picks that will continue to prosper through 2008.

1. Ride AG till the end

Ag is the best sector of the market so far this year, and will continue to do so the rest of 08. Many of you know the main companies; MON MOS POT DE. These companies will return at least 20% this year if not more. How do I know this? Well with the prices of wheat, corn, and soybeans being where they are today, farmers have more money to spend buying new tractors, fertilizer, and pesticides. As long as these prices continue to stay high, I believe Ag is the place to be. TITN is a company I have loved since its IPO at 8.50. It now sits at around 20.00 a share, and I see it going to forty before the end of the year. They have a great balance sheet, strong name recognition in the farming industry, and they keep buying small mom and pop dealers around the midwest, making this company one of the largest of its kind. If this stock drops to seventeen or below, get in. Another agricultural stock I like, but don't own (at least not yet) is BG. Bunge is one of the world's biggest soybean processors, but it's also ideally positioned to benefit from soaring demand for grain. Bunge makes fertilizer, seeds, grains, animal feed, biofuels and consumer products, which pretty much covers every stage of the plant life cycle. Some other stocks to keep in mind are CPO and TNH. TNH is a great company Dennis Slothower states, "The company is one of the largest North American producers of anhydrous ammonia, ammonium nitrate and nitrogen solutions, and is the largest producer of ammonia and ammonium nitrate in the United Kingdom."I like this stock for several reasons. It pays a very handsome dividend of 7%, but this is also a growth company that is undervalued with a P/E ratio of 12 times earnings but a sales growth rate of 45%. "The intrinsic value of this stock is $235 a share. This has the potential of doubling or even tripling your investment over the next three to five years while paying an excellent dividend." By looking at TNH, I two believe there is an excellent opportunity, with little downside.



2. Financials may be down, but are definitely not out



2007 was one of the worst years for financial stocks in a long time. This was mainly due to the subprime mess, and because of the massive write downs that almost every large bank had. The reason this all happened, was because of the ridiculous lending practices that some of these financial companies were involved in. Flexible rate mortgages pay a variable interest rate over a specific period of time, say thirty years. The advantage of this is that by having a flexible rate mortgage you SHOULD be able to keep your payments low. What happened with many of these is that there interest rates skyrocketed, and many were unable to pay, leading to these massive write offs. Also there are mortgages that you only have to pay interest on, and pay nothing on the money borrowed, or what we in the banking industry like to call the principal. So many people were like WOW THIS IS AWESOME, WE MAKE 10,000 dollars a year, and can buy a 400,000 dollar house because I can afford these payments. Well yes they may be able to make there payments, but in order to pay off the loan, they must pay MORE than what is asked, in order to reduce the principal. Most dont realize this until later, and come crying back to the bank saying that they are filing bankruptcy so what happens? The bank is forced to write off the loan. The main point of this is that yes financials struggled in 2007, and maybe for awhile here in 2008, but I see a buying opportunity here folks. So what I propose is do your homework, and get into at least one financial stock, it may not pay off immediately, but it will come back and then you will be sitting on some mad money. Some of my favorites include; C WB GS WFC ETFC AXP STI. My personal favorite is CSE. Look into these, wait for a pullback, and buy some.



3. AAPL will double by 2009



There is nothing much i have to say about this, but I would buy some aapl here soon, it will come back hard, and double by 2009



4. My picks for the rest of the year



TITN, ICE, MELI, CSE, MOS, DWSN, VRUS,JRCC, SFES, BWLD, WLL, SUF, HXM and I will add more later





There is always a bull market out there,



TITS AND ASS (Bull in training)






My thoughts on the Junior Bull:

1. He had a great call on AG, the next day the entire sector seemed to be up 9%(Monday). THN led the way being up 12%, MOS was also up over 10%. I love AG, and the Junior Bull knows better than anyone the AG sector.

2. You can tell the apprentice has about as much heart and feelings as I do with his rant on people that make 10 grand buying 400k houses. He is truly a special apprentice. Hard to find people who won't be afraid of speaking the truth.

3. The Junior Bull is very high on financials while I am wait and see. He had a great call on WFC(up 40% at one point this year) so he knows what he is talking about. He has also worked in the field of finance for many years now.

4. Apple seems to already be making this great comeback the JR. Bull talks about.

5. His stock picks for 2008 are up 17.28% ending today. That is without trading any of them. Find someone doing better.


The Bull(not in Houston)

DNA and More Health Care picks

DNA(Genentech) came through for us all on late Friday when the FDA decided to stop blocking every drug they could and approved the breast cancer drug Avastin. Experts were putting it from 30-35% chance but the FDA came through and the stock is up nine percent after hours.

Biotech/health care/Pharma is a live by the sword, die by the sword world but if you wish to live in it here, here are a couple big dates I see in the near future. (All dates are tentative).



Feb 28th - Theravance(THRX) - FDA gives decision on drug for MRSA

March 5th - Pfizer(PFE) - Having a huge conference for their investors and industry peers. Vital information regarding the trials of many drugs in their pipeline and takeover possibilities will be on the plateau.

March 13th - Amgen(AMGN) - An FDA panel takes up possibly recommending new restrictions on the use of their embattled anemia drugs for cancer patients dealing with the side effects of chemo.

March 14th - Genentech (DNA) - Meets with Wallstreet and much news expected.

End of March - Merck(MRK) and Schering-Plough(SGP) - At the American College of Cardiology conference in Chicago these two companies will defend and give information on the drug Vytorin which is a highly debated cholesterol drug.

Of course in this world, there is news everyday. I'll try to keep you posted. Also check out the best Pharma blog on the web(in the Bull's opinion) at:

http://www.cnbc.com/id/15837548/cid/97438

The Bull

GET IN ABK

The Bull thinks this stock is vastly under valued at 8.20. Also MBI is way to low as well. The sources tell the Bull they are about to skyrocket next week.

more detailed update of yesterday

SELL:

HTZ - 3,500 shares x 13.07 = 45,745

NVDA - 2,300 shares x 21.29 = 48,967

STEI - 8,000 shares x 6.37 = 50,960

PGLA - 100,000 shares x 1.58 = 158,000

SSRX(Marh 08 put option at 10) - 450,000 shares x 1.70 = 765,000

Money back: 1,068,672 dollars

Hold:

GSK - 1,200 shares x 44.50 = 53,400

BWLD Option = 600 dollars

BUY:

DNA - 4,000 shares x 71.75 = 287,000 dollars

Note Stop Loss at 69 dollars.

RONC - 135,000 shares x 1.51 = 203,850 dollars.

Note: Stop loss at 1.38

LAD - 10.03 x 20,000 shares = 200,600 dollars

Note: Stop loss at nine.

PPCO - 3.01 x 100,000 shares = 301,000 dollars

Note: stop loss at 2.85

Cost of transactions (buy and sell): 24 dollars.
Money spend on stocks: 992,450 dollars.

Bank: 77,683.27 dollars

Net Worth: 1,124,313.27 dollars. Up an amazing 22,386.27%.

Yours in Money,

The Raging Bull

Daily Picks

It is late and this will be the short.

SELL:

HTZ - 3,500 shares x 13.07 = 45,745

NVDA - 2,300 shares x 21.29 = 48,967

STEI - 8,000 shares x 6.37 = 50,960

PGLA - 100,000 shares x 1.58 = 158,000

SSRX(Marh 08 put option at 10) - 450,000 shares x 1.70 = 765,000

Money back: 1,068,672 dollars

Hold:

GSK - 1,200 shares x 44.50 = 53,400

BUY:

DNA - 4,000 shares x 71.75 = 287,000 dollars

Note Stop Loss at 69 dollars.

RONC - 135,000 shares x 1.51 = 203,850 dollars.

Note: Stop loss at 1.38

LAD - 10.03 x 20,000 shares = 200,600 dollars

Note: Stop loss at nine.

PPCO - 3.01 x 100,000 shares = 301,000 dollars

Note: stop loss at 2.85

I promise a more thorough update tomorrow.

God Bless,

The Bull

Why do I do this?

Let me begin by saying I hope to be able to get more picks to all of you tonight. I am extremely busy with some clients so it could be hard to do tonight. If I do not post again, please look at DNA for tomorrow, put a limit sell/stop loss at 70 dollars and see what happens tomorrow.


Now to the meaning of this post. Why do I blog? Why do I take my time? Why does a man who is clearly making a living off the market decide to waste time talking and helping other people. Well, the Bull has asked himself those very questions today and I hope to be able to answer them right now.

1. EGO - No thats not the main reason but I decided to get it out of the way. Imagine knowing you are the worlds greatest golfer, then imagine yourself on a golf course with a million other people, wouldn't you want them to see the talent you have? The stock market is like that. I can make all the money I can ever dream of but who really knows about that. When the lady bumps into me at Target, she doesn't know she just rubbed shoulders with the Bull. She thinks I was just some average joe and she will never think of the Bull again. You can make billions in this market but to the mainstream world you will never be anyone. I guess my ego drives me to prove it, hence the money I throw down in competitions against people. I guess if I can just show some people it satisfy that hunger inside of me.

2. Help People - Believe it or not this is the main reason. The Bull is so tired of money managers telling people about how great investing in CD's and mutual funds are. I am so sick of hearing how people have their money in savings. The interst rate is a 3.25% and dropping while inflation for this past year will at least be 3.5%. People are losing money in their savings accounts. CD's aren't much better. 5% now in days for one of those? And mutual funds, oh mutual funds. The Bull was watching CNBC last night and they had this guy on who was coined "one of the best mutual fund operators in the world" "who has brought in 12% returns on average for his clients the past 10 years". Where else could someone get away with this then in business? The SP 500 has grown over the last 10 years at an average rate of 13.25%!!! This guy has been a 10 year loser to the stock market and he is being named one of the best mutual fund owners in the world? The Bull just takes a sip of his crystal, takes a bite of his steak and laughs. Where else could this ever happen.

I want to actually help people make money. I am not saying to buy every stock I show everynight but take the picks and research them yourselves and make your picks. The Bull is not always right, nor pretends to be. But the Bull knows how to do one thing well...Make Money.

3. Love of Writing - I have always enjoyed writing about things that interest me. Whether it be sports, women, gambling or money. You would think the Wall Street Journal or Forbes would give the Bull a shot, but no offers so far.

4. Ego - Yes I already mentioned Ego, but this is a different category. It is more of a validation of myself. I have a slew of friends who are trying their luck in the stock market. Some more successful than the others. There is one who seems to actually get it and tries hard and he will be successful. There is one who graduated with a business degree, who use to pick stocks by looking at the bottom 5 stock of the day and hoping they rebound. I have another friend who couldn't tell you the differnce between a bull and bear market, and a couple other friends as well. I think it is safe to say most of them have tried their luck in the stock market because they have seen the success I have had. They figured, oh the Bull aint that smart, if he can do it so can I. Of course, as everyone knows, the Bull is one of a fucking kind. These friends got into the market and lost a huge % of their investment, albeit a lot of it had to do with the stock market rather than their actual picks. I have no doubt that all of them will turn out to be successful investors since they are all bright and most seem to really want it.

So what am I trying to prove? Oh, well people get in the market, lose money, and then try to explain their failures and other peoples success. The Bull heard it all, the Bull is only successful because of IPO's, the Bull is only successful bcasue he has ability to trade after hours/premarket, the Bull is only making money because of penny stock, the Bull is making money out of luck, the Bull is making money because he reads Jim Cramer's recap every night. The Bull got sick and tired of all this so he decided to show what he could do with just 5 grand and no tricks. Any loyal reader will know that the blog does not pick IPO's, Penny stocks, ETF's, Foreign stocks, or trade after hours or anything like that. The Bull and his readers simply pick stocks that tend to go up.

To be fair, maybe the Bull dreams up all this stuff because he needs motivation to write this blog. I have no doubt that my fellow traders and the friends I talk about will all be successful. It has been a hard last few months but I have no doubt that with hard work and determination we can all dream of one day being.....THE BULL.

Yours Truly,

THE BULL

Daily Picks

I apologize for my inability to get new picks in daily. I will get better and lets keep the buying and selling going.

As usual, lets start with the mistakes. Selling APAC! We road it up and then let it slip 20% and jumped ship only to see it go up 17% today. Crox dropped today but people are not sold it is a loser and our options lost money. GRMN got destroyed by earnings and lost 7%. Not very impressive.

Sell:

KALU - 700 shares at 74.82 for 52,374 dollars.

- I think this stock is one to own for the rest of the year but we need new picks daily to please the masses.

EPIX - 15,000 shares at 3.04 for 45,600 dollars.

- Stock blew past earnings but for some reason stayed down. I do not understand why.

GRMN - 800 shares at 64.43 for 51,544 dollars.

- No reason to own, long term it is going to 90.

CREE - 1,500 shares at 32.87 for 49,305 dollars.

- Was a one day stock and it came through.

Options:

CROX(22.50) - 45 dollars per contract x 1000 contracts for 45,000 dollars.
CROX(15) - 5 dollars per contract X 10,000 contracts for 50,000 dollars.

- This stock is volatile but in the end will continue to drop.

NTRI(15) - 65 dollars per contract X 2400 contracts = 156,000 dollars.
NTRI912.50) - 15 dollars per contract X 6,000 = 90,000 dollars.

Bank: 9,032.27 dollars.

Funds to play with: 548,855.27 dollars.

BUYING TIME:

HTZ - 14.38 for 3500 shares costing us 50,330 dollars.

- Should have a nice day tomorrow with earnings being beat and with its competitors crushing earnings.

GSK - 44.31 buy 1,200 shares for 53,172 dollars.

- See previous post, I think it could have a short term boost tomorrow but this is a good stock to own until April 3rd.

NVDA - 21.78 buy 2,300 shares for 50,094 dollars.

- Stock hit 3X2 today, 43/60 times it has come back next day. Average return is 2.03%

STEI - 6.38 buy 8,000 shares for 51,040 dollars.

- Same as NVDA

PGLA -1.40 buy 100,000 shares for 140,000 dollars.

- Bio Tech company on Nasdaq that is due for a snapback

Options:

SSRX - China pharma play that just missed bad earnings. I think it is the beginning of the end.

March 08 Put Option 10 dollar strike price at 45 cents per share, 45 dollars per contract. Buy 4,500 contracts or 202,500 dollars worth.

Do not forget we still own an option worth 600 bucks on BWLD.

Leaves us with 1719.27 dollars but subtract 54 for trades and we are at 1665.27 dollars in the bank.

Yours truly,

The Bull