Dear Bulls,
The Bull will be out of the country until Sunday night. A pressing business venture has presented itself and it is critical the Bull leaves on Business tonight. I am leaving in an hour on my private jet and plan to be back by Sunday night for a post.
My apologies,
The Bull
Wednesday, March 5, 2008
Tuesday, March 4, 2008
Picks for tomorrrow
Options:
I realize most of you don't like them so I will just add one I saw on fast money tonight and did some research on.
I think XLB should be shorted but I would short it with May Puts.
Shorting:
Some of you like to short,
I would also short POZN, it is a drug company that is overvalued as we speak, got a big drug coming up on the 15th of April but I think the FDA will reject(just my opinion due to companies past performance) but seems like the stock is valued at the price it should be at if the drug is passed.
Comeback play:
1. GOOG - I think Google is near or at bottom. Could be a nice short term buy or long term buy. Does not mean its going up 10% tomorrow but nice play for a month.
2. NYX - Cramer picks it as his stock of the year a year ago, and the stock plumments before coming back. Now the stock has plummented again. I think it will go back to 90-100 in the next month or so but could have nice bounce on any sort of green day tomorrow.
3. COST - Report earnings tomorrow morning, I love COST to start with an there seem to be some big time buyers getting in on some calls for march and april that are "out of the money". Risky play sure but could be a nice start to tomorrow, also look for BJ tomorrow morning, another retailer that reports. They are direct competitors so one might go up and one might go down. COST has beat them of late but could this be the time BJ takes it from them?
4. APAC - My stock for the competition that actually led the race by 2% at the end of last week has dropped 20%, time for a bounce back? I am betting on it.
Best of luck tomorrow Bulls.
Also, please don't comment on sexual, racist or anything else that seems outside of the stock world. It truly does take away from the legitamacy of the blog and makes just not me, but all of the readers and commentors seem like racist pigs. I realize people want to have fun and talk about how they hate bulls and whatnot but I think we all know the fine line. Thank you so much.
The Bull
I realize most of you don't like them so I will just add one I saw on fast money tonight and did some research on.
I think XLB should be shorted but I would short it with May Puts.
Shorting:
Some of you like to short,
I would also short POZN, it is a drug company that is overvalued as we speak, got a big drug coming up on the 15th of April but I think the FDA will reject(just my opinion due to companies past performance) but seems like the stock is valued at the price it should be at if the drug is passed.
Comeback play:
1. GOOG - I think Google is near or at bottom. Could be a nice short term buy or long term buy. Does not mean its going up 10% tomorrow but nice play for a month.
2. NYX - Cramer picks it as his stock of the year a year ago, and the stock plumments before coming back. Now the stock has plummented again. I think it will go back to 90-100 in the next month or so but could have nice bounce on any sort of green day tomorrow.
3. COST - Report earnings tomorrow morning, I love COST to start with an there seem to be some big time buyers getting in on some calls for march and april that are "out of the money". Risky play sure but could be a nice start to tomorrow, also look for BJ tomorrow morning, another retailer that reports. They are direct competitors so one might go up and one might go down. COST has beat them of late but could this be the time BJ takes it from them?
4. APAC - My stock for the competition that actually led the race by 2% at the end of last week has dropped 20%, time for a bounce back? I am betting on it.
Best of luck tomorrow Bulls.
Also, please don't comment on sexual, racist or anything else that seems outside of the stock world. It truly does take away from the legitamacy of the blog and makes just not me, but all of the readers and commentors seem like racist pigs. I realize people want to have fun and talk about how they hate bulls and whatnot but I think we all know the fine line. Thank you so much.
The Bull
The Bull Responds
Lets get to the mailbag;
Anonymous Melanie said...
I know this is dumb but could you just go over like limit orders and other things like that?
- Melanie,
Market order: An order to buy or sell a stock at the current market price. This means that no matter what you will get the stock you want but you may get it at a much higher price than you originally wanted. One of the Bull's ten commandments is never use market orders.
Limit order: If a Limit Buy then you receive the stock at or below the price you entered as your limit order, if the price is above what you put in, then you do not receive the stock. If a limit sell than you only sell if the stock is at or above the price you set in for a limit sell.
Stop-Limit Order: Once the stop price is reached, the stop-limit order becomes a limit order to buy or to sell at a specified price.
Day Orders(sometimes call Duration Order): Unless you give your broker specific instructions to the contrary, orders to buy or sell a stock are "day orders," meaning they are good only during that trading day.
If there are any more Melanie, just let the Bull know.
Anonymous Rob said...
ok, what the fuck is a 130/30 strategy, i even tried to find it online but it makes no sense
Rob, this is something you will never need to know but here is the most simplistic way to understand 130/30. You find an index you like, for this we will take the SP 500, you then invest 100% into the SP 500 with shorting 30% of the stocks you think will fare worst in the SP 500, then you take the proceeds from the shorted stocks and invest them in the stocks you think will do best in the SP 500. It is more complicated than that but that is the basic understanding of it.
Anonymous Anonymous said...
what is P/E, like what does it mean, i realize its price per earnigs?
Anonymous, glad you asked this question because so many times it is used incorrectly. You hear people talk all the time how much a stock is trading compared to its earnings but what does it matter? In general, a high P/E means investors see the stock growing at a large rate in the future and a low P/E means investors see the stock not growing at all. But many times investors have it wrong. The best way to use P/E is to compare stocks within the same industry, outside of that there is little good for it for the novice trader.
Anonymous Anonymous said...
How would you trade google
Anonymous, I would get into GOOG. I think it has hit bottom. At worst take some late summer calls on it.
Anonymous Anonymous said...
how much value should i put into volatily, does it matter
Anonymous(no one likes leaving names?), not sure what you mean by volatility? If in the volume sense, it is best to buy stocks on low volume or high volume days since the stock is either usually to high or to low on those days. If you mean how to play a volatile stock I would recommend a "Long straddle" which you can see in more detail in my January post titled "ABK MBI ect".
Anonymous Anonymous said...
Bull,
Explain what the the indexes all are
Anonymous, indexes are nothing more than stock exchanges, it is where a person goes to trade a stock. Imagine a mall, on one end you might have Bloomingdales, on another Dicks Sporting Goods, both these places sell items that one pays for, Bloomindales sells upscale clothes and Dicks sells sporting goods. Well the Nasdaq sells "tech stocks" and the NYSE would be like a wallmart, a little of everything.
Anonymous Anonymous said...
whats a margin call?
Anonymous(names people names), Margin call really comes into play when one is to short a stock, you receive a margin call if one of your securities(stocks) went below a certain price level. For instance, I have 10,000 dollars in my account and I short stock A for 5,000 dollars at 100 dollars per share, but the stock goes to 500 dollars and now I owe 25,000 dollars, how do I pay that back? The broker will have a margin call on you before that happens to assure that this situation does not come up.
Anonymous Anonymous said...
I need some tech play help, is Garmin done like u said in another post or is there a shot they can come back?
Anonymous, I would be shorting Garmin.
There were also a lot of questions on option strategies. I will have a post detailing them at a future point in time.
Lets get to some picks from the Bull:
I want everyone of the Bulls disciples to be shorting PDLI. The stock is down 18% in after hours after it decided not to put itself up for sale. It is a huge mistake and I like this stock going lower. Get into March/April puts on it people. Will make you money tomorrow. I personally like the 12.50 put at 10 cent per share and the 15 dollar put at 35 cents for march 08. These will skyrocket tomorrow. Get in and Get rich.
I will give you five stocks for tomorrow later tonight.
Anonymous Melanie said...
I know this is dumb but could you just go over like limit orders and other things like that?
- Melanie,
Market order: An order to buy or sell a stock at the current market price. This means that no matter what you will get the stock you want but you may get it at a much higher price than you originally wanted. One of the Bull's ten commandments is never use market orders.
Limit order: If a Limit Buy then you receive the stock at or below the price you entered as your limit order, if the price is above what you put in, then you do not receive the stock. If a limit sell than you only sell if the stock is at or above the price you set in for a limit sell.
Stop-Limit Order: Once the stop price is reached, the stop-limit order becomes a limit order to buy or to sell at a specified price.
Day Orders(sometimes call Duration Order): Unless you give your broker specific instructions to the contrary, orders to buy or sell a stock are "day orders," meaning they are good only during that trading day.
If there are any more Melanie, just let the Bull know.
Anonymous Rob said...
ok, what the fuck is a 130/30 strategy, i even tried to find it online but it makes no sense
Rob, this is something you will never need to know but here is the most simplistic way to understand 130/30. You find an index you like, for this we will take the SP 500, you then invest 100% into the SP 500 with shorting 30% of the stocks you think will fare worst in the SP 500, then you take the proceeds from the shorted stocks and invest them in the stocks you think will do best in the SP 500. It is more complicated than that but that is the basic understanding of it.
Anonymous Anonymous said...
what is P/E, like what does it mean, i realize its price per earnigs?
Anonymous, glad you asked this question because so many times it is used incorrectly. You hear people talk all the time how much a stock is trading compared to its earnings but what does it matter? In general, a high P/E means investors see the stock growing at a large rate in the future and a low P/E means investors see the stock not growing at all. But many times investors have it wrong. The best way to use P/E is to compare stocks within the same industry, outside of that there is little good for it for the novice trader.
Anonymous Anonymous said...
How would you trade google
Anonymous, I would get into GOOG. I think it has hit bottom. At worst take some late summer calls on it.
Anonymous Anonymous said...
how much value should i put into volatily, does it matter
Anonymous(no one likes leaving names?), not sure what you mean by volatility? If in the volume sense, it is best to buy stocks on low volume or high volume days since the stock is either usually to high or to low on those days. If you mean how to play a volatile stock I would recommend a "Long straddle" which you can see in more detail in my January post titled "ABK MBI ect".
Anonymous Anonymous said...
Bull,
Explain what the the indexes all are
Anonymous, indexes are nothing more than stock exchanges, it is where a person goes to trade a stock. Imagine a mall, on one end you might have Bloomingdales, on another Dicks Sporting Goods, both these places sell items that one pays for, Bloomindales sells upscale clothes and Dicks sells sporting goods. Well the Nasdaq sells "tech stocks" and the NYSE would be like a wallmart, a little of everything.
Anonymous Anonymous said...
whats a margin call?
Anonymous(names people names), Margin call really comes into play when one is to short a stock, you receive a margin call if one of your securities(stocks) went below a certain price level. For instance, I have 10,000 dollars in my account and I short stock A for 5,000 dollars at 100 dollars per share, but the stock goes to 500 dollars and now I owe 25,000 dollars, how do I pay that back? The broker will have a margin call on you before that happens to assure that this situation does not come up.
Anonymous Anonymous said...
I need some tech play help, is Garmin done like u said in another post or is there a shot they can come back?
Anonymous, I would be shorting Garmin.
There were also a lot of questions on option strategies. I will have a post detailing them at a future point in time.
Lets get to some picks from the Bull:
I want everyone of the Bulls disciples to be shorting PDLI. The stock is down 18% in after hours after it decided not to put itself up for sale. It is a huge mistake and I like this stock going lower. Get into March/April puts on it people. Will make you money tomorrow. I personally like the 12.50 put at 10 cent per share and the 15 dollar put at 35 cents for march 08. These will skyrocket tomorrow. Get in and Get rich.
I will give you five stocks for tomorrow later tonight.
Monday, March 3, 2008
Questions for the Bull?
The Bull's Disciples,
The Bull was reading the Wall Street Journal this afternoon and there was an article on "the average person" and their "investment strategies and mistakes". After reading this article it struck the Bull that the Bull's job is just not to give his legion of fans picks but also teach them how to do scout out stocks and make their own picks. Therefore, the Bull would love his readers to submit questions they have about the market, whether it be "what does being long in a stock mean" or "Explain the disadvantages of a 130/30 strategy", all questions are welcomed.
To Big Daddy,
Investing with the worlds great investor is not lazy at all. There are two different Berkshire Hatha stocks which are BRK.A(the class A shares currently selling at 136,500 dollars) and BRK.B(the class B shares currently selling at 4,509 dollars). Buffet has taken the class A shares up around 7000% since he took over the company. I would prefer to see the company "split" the stock(2/1 to make the average share price around 65,000 dollars) but Buffet seems to be holding out on that idea. While the stock seems like a stable pick it is far from that, it had a huge year in 1997 when it jumped from 46,000 to 70,000 but it stayed around that value until 2005(88,000) which is only a 25.7% increase over a 7 year span. Of course Buffet seems to be a like wine, just keeps getting better with age and in the last two years the stock has jumped to as high as 151,000. I saw him on CNBC this morning saying the US is in a recession BUT that the market would come back and over time would destroy any other sort of investment. If you are in this for the long haul(5 years plus) then this is a great stock, if you are looking for quick gains then I might stay away.
http://online.barrons.com/article/SB119767697474830557.html?mod=b_hpp_9_0002_b_this_weeks_magazine_home_top
This is the famous article Barrons ran on Buffet a couple months ago forcing the stock to drop a large amount but the stock has surged back making many think Barrons has it wrong, but I think it is a good read with a strong push for a long term play.
Let the questions come people,
The Bull awaits
The Bull was reading the Wall Street Journal this afternoon and there was an article on "the average person" and their "investment strategies and mistakes". After reading this article it struck the Bull that the Bull's job is just not to give his legion of fans picks but also teach them how to do scout out stocks and make their own picks. Therefore, the Bull would love his readers to submit questions they have about the market, whether it be "what does being long in a stock mean" or "Explain the disadvantages of a 130/30 strategy", all questions are welcomed.
To Big Daddy,
Investing with the worlds great investor is not lazy at all. There are two different Berkshire Hatha stocks which are BRK.A(the class A shares currently selling at 136,500 dollars) and BRK.B(the class B shares currently selling at 4,509 dollars). Buffet has taken the class A shares up around 7000% since he took over the company. I would prefer to see the company "split" the stock(2/1 to make the average share price around 65,000 dollars) but Buffet seems to be holding out on that idea. While the stock seems like a stable pick it is far from that, it had a huge year in 1997 when it jumped from 46,000 to 70,000 but it stayed around that value until 2005(88,000) which is only a 25.7% increase over a 7 year span. Of course Buffet seems to be a like wine, just keeps getting better with age and in the last two years the stock has jumped to as high as 151,000. I saw him on CNBC this morning saying the US is in a recession BUT that the market would come back and over time would destroy any other sort of investment. If you are in this for the long haul(5 years plus) then this is a great stock, if you are looking for quick gains then I might stay away.
http://online.barrons.com/article/SB119767697474830557.html?mod=b_hpp_9_0002_b_this_weeks_magazine_home_top
This is the famous article Barrons ran on Buffet a couple months ago forcing the stock to drop a large amount but the stock has surged back making many think Barrons has it wrong, but I think it is a good read with a strong push for a long term play.
Let the questions come people,
The Bull awaits
Sunday, March 2, 2008
The Bull Speaks
The Bull apologizes for his lack of posts of late. There have been so few this past week because the Bull will never give his disciples a "half-ass" pick or a "half-ass" post.
Let me begin by not avoiding the bloody obvious and addressing the comments from previous blog entries. The Bull is not from Kosovo and is not Admira, the Bull is not from the west coast and is not from the south. The Bull is not even close to 65 years old and the Bull would not be recognized walking down streets in almost all of America. So who is the Bull? Who is this hiding behind an anonymous blog giving stock picks that have seen 5,000 dollars turn into a million? What is the Bull hiding? Is the Bull Buffet, Ichan, or Soros. How does the Bull do it? How does the Bull know these stocks and when they will go up? How the hell does the Bull do it when the "experts on cnbc" can't seem to ever beat the market? What does the Bull know that 99.9999% of mutual funds do not know? Who is this Bull?
The truth is, the Bull is bigger than any one person. The Bull lives in a world that most people cannot come close to imagining. All human beings have huge dreams, but even the biggest dreams do not compare to the life the Bull lives. While mutual fund managers dream up making 12% a year for their clients, the Bull hopes to be up 12% by the time he wipes his ass from his 10 AM dump. People throw the terms "hedge fund guy", "big time exec at citi", "goldman ceo", "natural gas trader from Houston" but these names are nothing but a slap in the Bulls face. There are over 9,000 hedge funds in just the United States, do you really think there are 9,000 Bulls? Natural gas trader is the closest one yet since the Bull has been long in natural gas all year and has been reaping the rewards. But people, the Bull is not just some "hedge fund guy" or some "big shot at some big time investment bank", the Bull is only one thing, and that is he is the BULL!
The Bull has read criticisms on other blogs that while the Bull has been "unimaginably successful", his "trading tactics" are "basic intermediate trading strategies at best, and novice mundane lucky strategies that any 12 year old kid could conquer in a few weeks of study". There is a saying that compliments bounce off people but insults stick and that rings true with the Raging Bull. The Bull loves the success stories and compliments but the Bull is driven off of insults and criticism. If the Bull was universally worshiped like he should be then the Bull would never thrive as he has in his career.
Of course calling the Bull a "novice trader" looks past the point of this blog. The Bull doesn't like hedge fund and wall street people. It is these greedy "novices" who put us in the financial difficulties we are today. The Bull has to deal with these people enough in his daily life, the Bulls goal is to get the "novice" to beat the top hedge funds.
To all the Bulls critics; the Bull uses strategies in his everyday trading that even the most knowledgeable investor would most likely never understand. The Bull could sit here and rant and rave about how he made money off of "distressed securities" or how he made millions with a "Regulation D strategy" or how through "merger arbitrage" he bought his first Ferrari. The Bull could talk about hedge fund strategies such as "130-30", "F3", or could even go into his favorite strategy which deals with derivative arbitrages. But how does this relate to the Bull's readers, how does this help the guy on scottstrade who is trying to save for his children's college education? Would getting the Bull's readers to start trading with a 130-30 strategy really help them make money or confuse them to the point they thought it was a losing game? The Bull doesn't try to impress his readers through using terms they would never understand, the Bull impresses his readers by helping them make money!
The Bull would love to continue on with this historic speech to his disciples but due to the time of the evening and the need to get some picks to the legion of fans I will cut it short but the Bull will be back with more tomorrow.
To get you held over, here is a pick from Tits and Ass himself which the Bull fully approves of
1. ETFC(E-Trade) - This one is from "Tits and Ass", he loves the new CEO and loves his track record. Tits and Ass also has rumored information that there is heavy "institutional buying" into this stock with anticipation of a run to anywhere from 5.50-7 dollar price range by weeks end. Tits and Ass gives this his full backing and the Bull supports it as well.
Let me begin by not avoiding the bloody obvious and addressing the comments from previous blog entries. The Bull is not from Kosovo and is not Admira, the Bull is not from the west coast and is not from the south. The Bull is not even close to 65 years old and the Bull would not be recognized walking down streets in almost all of America. So who is the Bull? Who is this hiding behind an anonymous blog giving stock picks that have seen 5,000 dollars turn into a million? What is the Bull hiding? Is the Bull Buffet, Ichan, or Soros. How does the Bull do it? How does the Bull know these stocks and when they will go up? How the hell does the Bull do it when the "experts on cnbc" can't seem to ever beat the market? What does the Bull know that 99.9999% of mutual funds do not know? Who is this Bull?
The truth is, the Bull is bigger than any one person. The Bull lives in a world that most people cannot come close to imagining. All human beings have huge dreams, but even the biggest dreams do not compare to the life the Bull lives. While mutual fund managers dream up making 12% a year for their clients, the Bull hopes to be up 12% by the time he wipes his ass from his 10 AM dump. People throw the terms "hedge fund guy", "big time exec at citi", "goldman ceo", "natural gas trader from Houston" but these names are nothing but a slap in the Bulls face. There are over 9,000 hedge funds in just the United States, do you really think there are 9,000 Bulls? Natural gas trader is the closest one yet since the Bull has been long in natural gas all year and has been reaping the rewards. But people, the Bull is not just some "hedge fund guy" or some "big shot at some big time investment bank", the Bull is only one thing, and that is he is the BULL!
The Bull has read criticisms on other blogs that while the Bull has been "unimaginably successful", his "trading tactics" are "basic intermediate trading strategies at best, and novice mundane lucky strategies that any 12 year old kid could conquer in a few weeks of study". There is a saying that compliments bounce off people but insults stick and that rings true with the Raging Bull. The Bull loves the success stories and compliments but the Bull is driven off of insults and criticism. If the Bull was universally worshiped like he should be then the Bull would never thrive as he has in his career.
Of course calling the Bull a "novice trader" looks past the point of this blog. The Bull doesn't like hedge fund and wall street people. It is these greedy "novices" who put us in the financial difficulties we are today. The Bull has to deal with these people enough in his daily life, the Bulls goal is to get the "novice" to beat the top hedge funds.
To all the Bulls critics; the Bull uses strategies in his everyday trading that even the most knowledgeable investor would most likely never understand. The Bull could sit here and rant and rave about how he made money off of "distressed securities" or how he made millions with a "Regulation D strategy" or how through "merger arbitrage" he bought his first Ferrari. The Bull could talk about hedge fund strategies such as "130-30", "F3", or could even go into his favorite strategy which deals with derivative arbitrages. But how does this relate to the Bull's readers, how does this help the guy on scottstrade who is trying to save for his children's college education? Would getting the Bull's readers to start trading with a 130-30 strategy really help them make money or confuse them to the point they thought it was a losing game? The Bull doesn't try to impress his readers through using terms they would never understand, the Bull impresses his readers by helping them make money!
The Bull would love to continue on with this historic speech to his disciples but due to the time of the evening and the need to get some picks to the legion of fans I will cut it short but the Bull will be back with more tomorrow.
To get you held over, here is a pick from Tits and Ass himself which the Bull fully approves of
1. ETFC(E-Trade) - This one is from "Tits and Ass", he loves the new CEO and loves his track record. Tits and Ass also has rumored information that there is heavy "institutional buying" into this stock with anticipation of a run to anywhere from 5.50-7 dollar price range by weeks end. Tits and Ass gives this his full backing and the Bull supports it as well.
Thursday, February 28, 2008
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)
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)
Sunday, February 24, 2008
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
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
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