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Beanie11111

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Location: USA

The last few years have been great to me, as i was able to clobber the S&P500 many times in returns. But of course, you can't make a living trading the markets if you don't make great great returns. I'll try to give my readers trades that i think will make them money. However, you need to have money management skills, in order not to lose everything on a greedy or stupid trade. I may or may not already be in the trades i recommend. I may or may not trade the stocks i recommend. Due diligence is required on your part and the usual disclaimer that i am not responsible for your losses always apply. I have no affiliations with any broker/dealer and all posts are for educational purposes only. Remember to 'refresh' the home page and the "Comments" pages frequently in order to receive updated posts. Let's rock!

Tuesday, July 31, 2007

6 stocks to boost your porfolio!

NYX @ 78.24
SOHU @ 31.25
MA @ 164.59
FSLR @ 120.28

NVDA @ 45.49
BIDU @ 209.25

The first 4 are having earnings this week, with FSLR being first on tap. Buy the stocks, or you can buy Sept (or August if youre brave) calls on them and hold thru earnings, otherwise take profits (if you got them) just right before the announcements.

NVDA is next week. I know i got some puts on NVDA but we can make some money on the long side before earnings.

BIDU is always a buy because it's headed to $1,000 .


Sunday, July 29, 2007

BIDU is headed to $1,000!!!

BIDU closed @ 204

Here's the deal. Within the next two years there will

be more internet users in china than in the USA. BIDU
owns almost 60% of the market while GOOG owns 25% of
Chinese users. Assuming that pace keeps up, i give
BIDU as least 20% (and that is being conservative) the
valuation of GOOG. GOOG is now 160 billion market cap,
while BIDU is 7 billion market cap. 20% of 160 billion
= 32 billion. To get to 32 billion market cap, BIDU
would need to get to 5 times bigger than it is now.
$200 * 5 = $1,000!!!!!!!

If it ever corrects to $180, back up 3 trucks!

Thursday, July 26, 2007

Time to whack NVDA!

NVDA trades @ 43.40 right now.

Earnings is august 9th.

Buy the aug 40 puts (or aug 45 puts) at .80 or better. You might want to wait till tomorrow for a market bounce before buying. Up to you depending on how much risk you're willing to take at this point.

All or nothing play. We hold thru earnings.

Good luck.

Both AAPL & BIDU on afterburner!

Simply amazing, particularly AAPL - being the big stock that it is.

I have no doubt that AAPL will see $200. Absolutely no doubt. Just not tomorrow.

BIDU has jetfuel ready to launch to the stratosphere! I tagged this one with a target of $1,000 and i believe it will get there. Will BIDU do an ISRG tomorrow, with a 50-60 point gain? If you're not in already, you're late to the party. So you should only buy the dip or decide whether it will get a second day run by watching the close (as well as the general market). It needs to stay above 216 to move higher.

Wednesday, July 25, 2007

YGE - a solar you need to own!!!

YGE closed @ 16.31

The bears have overpushed this time. The late bears
will get pulverized tomorrow. Time to back up 2 trucks
on stocks! SNDK, RIMM, AMZN, etc.

Also, a word on solar energy to the disbelievers.
China is growing up and growing up fast. Two things
they absolutely need are infrastructure (that's why
these infrastructure plays have rallies for over 2
years now) and energy (they cannot go mainly on oil
because they are dying from air pollution and there
ain't enough cheap oil to go around). The chinese need
alternative energy and the most viable will be solar
energy. China, as is the rest of the world, is really
pushing alternative energy.

Do yourselves a favor and get in early in solar stocks,
arguably one of the best investments of a lifetime.

May i serve you some YGE, STP, TSL, JASO, FSLR, SPWR,
LDK ?

Tuesday, July 24, 2007

AAPL going red today!! Short it!!

AAPL is now down almost $3 premarket to 141.

Channel checks are showing that the iphones are not moving as fast recently.

I think AAPL will get hit at earnings tomorrow.

sell sell sell! Short short short! Buy puts!

Saturday, July 21, 2007

Is the bull market done?

Even though i was very negative on tech after GOOG's disappointing earning, all may not be lost. Because we are still in a very bullish environment (climbing thru a constant Wall of Worries) selloffs are usually deep like the one we had on friday. It is meant to work off a short term overbought condition. The indexes are still in an uptrend and hasn't broken, so we have to respect that. Short term, i think the markets will go generally down most of next week.

GOOG may turn out to be a great buy on friday in the low 500. And it most likely is. It will trade sideways for awhile and let AAPL (assuming they impress next week) step up as General to lead the techs. Other techs that could follow are RIMM, AMZN (assuming they don't get iced on earnings), BIDU (same assumption), SNDK, GRMN, KLA, ORCL, CSCO.

I would not dispose of those sept RIMM. I still like it alot. Imo, there is no way it won't have a pre or post split rally.

AAPL is a monster. We complained and complained when it was at $60. Just a little bit of patience does a wallet good.

I still think we will end with a great year in 2007, a presidential cycle. And you know that whatever GW Bush wants, he gets. Who wants to bet that he doesn't want the market to end on a bang, going into the 2008 election?

Friday, July 20, 2007

Time to sell tech & short SNDK

SNDK is gapping up to 59 this morning.

The GOOG miss will eventually hurt tech, and soon. Wait till GOOG bounces and SNDK stalls, then short SNDK or buy the aug 55 puts. The AAPL upgrade this morning should help with the tech bounce.

Sell tech on the bounce. The 4 horsemen had their 3 month rally and is now ready to head back to the valley. If you feel aggressive you can short tech: GOOG, EBAY, SNDK, NVDA, AMZN (which i think will get hit on earnings next week), RIMM, etc.




Thursday, July 19, 2007

APA set for breakout at $88

APA closed @ 87.60

I am hoping this oil/natural gas outfit opens below $88 so we get a chance to buy the July 90 (for the brave) or 85 option calls once it takes out $88. Beginner option traders should buy the Aug calls instead. Alternatively, go buy the stock.

A break above 88 obviously takes it to 100 and then beyond.


Tuesday, July 17, 2007

RIMM to $300 by end of Sept?

RIMM is perhaps the strongest tech stock right now. If tech is perking up to take a stand, RIMM is the leader especially with a 3:1 split lurking in August.

I highly suggest you buy some Sept calls to take advantage of the pre or post split rally that i fully expect will happen with this stock.

$300 by Sept is my opinion.

Friday, July 13, 2007

solar CSUN about to rise from the ashes?

CSUN is currently trading @ 12.38

Once 12.60 gets taken out it should go higher.

I believe solar stocks are going to a huge phenomenon. The detractors might not want solars now, but eventually they can't get enough of them is what i believe.

Get in early! Own some solar stocks!

GRMN positions to go higher!

GRMN closed @ 81.48

Amazing how far this stock has gone. Not surprising though, since it has a lock on gps.

Heading straight to $100.

Wednesday, July 11, 2007

SPWR earnings is July 19

http://finance.yahoo.com/q/ce?s=SPWR

Stock closed @ 68.42

I dunno which direction the stock will go after earnings but i own some August calls. Not alot, just some. It's an all or nothing play, nevertheless. It's best to own the stock rather than the option if you believe in the long term potential of this company, which i do.

Tuesday, July 10, 2007

Call to Action: Buy SOLF aug 15 calls @ .40 (or less)

Since solar stocks on fire, i'm giving out a very very speculative solar play.

Buy the SOLF august 15 calls @ 40 cents or less.

I could be wrong but i have a feelin that they're gonna run this one just like JASO, to $20 and then to $40. It might take longer than August to get there. We'll play the august and if it doesn't work out, we'll play the september or october after august expires. So you better have some money saved up for later.

This is a pretty much all-or-nothing play.

Good luck.

Monday, July 09, 2007

STP aug 40 calls @ 2.20 (or less) is a buy!

STP trades at 39.74 right now.

If it breaks $40, you need to get in!!!

BIDU is a buy above $200 if you don't own it already.

BIDU closed @ 197.60

You could have owned it $25 lower but the past is the past. Tomorrow, BIDU will likely take out $200. Even daytraders can make big money on this one. Remember what happened to RIMM once it took out $200? Well, BIDU has a lower float. You decide.

I believe BIDU will get to $800 before GOOG does.

Friday, July 06, 2007

JSDA bubbles away!

JSDA closed @ 16.52

It closed above the 200 day MA of $15 today on signficant volume. The stock is severely oversold and should go higher from here.


Thursday, July 05, 2007

Shorts get reamed by RIMM

RIMM currently trades @ 214

After years of fighting the red tape, China finally allows RIMM to sell the blackberry inside of China. Already 5000 companies have pre-ordered. This i think is huge for RIMM.

Buy the stock, or the Sept 220 (around $10) or Sept 230 calls (around $14). The reason for the september calls, instead of July or Aug.? The stock splits 3:1 on August 20th. The september calls allow you to take advantage of the split run.

Tuesday, July 03, 2007

Any hope for blackeyed Blackstone (BX) ?

BX closed @ 29.72

BX is the biggest private equity fund around. While i find private equity going public makes no sense at all, i feel that the big boys will eventually put this stock in play.


It is very important the stock trades and stays above $30 soon, or else i don't recommend owning it. The stock could still dip to the low $20. I will use $30 as my guide. Get in above $30 and stay out below $30.

I am choosing to look at playing this stock at this time is because the chart is saying it should go higher at least in the short term. I am hoping the big boys pick this one up and run it to new highs, instead of bouncing it and then let it rip lower. We'll just have to put this one on our radar and see.

Buy the stock (or the option) if it trades and holds above $30. The July 30 calls are $.80 right now. You must be sure that the stock goes above $30 if you're gonna buy those calls, or you might as well put good money down the drain.

The AAPL Of My Eye

AAPL closed @ 121.26

AAPL earnings come out end of july. The iPhone sales probably will not count toward this quarter because the quarter already ended before the launch of the iPhone. Nevertheless, i believe that anticipation of the iPhone has brought alot of people to Apple products. What is important, though, at earnings will be the guidance. Make no mistake about it, the iPhone will be responsible for future blockbuster quarters. Why did Steve Jobs go with Cingular, when their network ain't that great? Because Cingular was the only company that was willing to give up alot to Steve Jobs, including a percentage of the monthly fees you and i pay to use the iPhone. Verizon probably told Stevie Jobs to get lost.

There's been talk of AAPL heading to $200, which would give a market cap of about $200 billion (which is bigger than Intel's $155 billion market cap). I personally think that ($200) will be the ultimate top for AAPL, because any tech stock that gets bigger than Intel (with the exception of MSFT) is probably done going up. I guess if AAPL continues innovating and brings in more people to the world of Apple and Macs, the stock could surpass $200 billion market cap. AAPL could also trade above $200 if the company keeps on buying back stock in the future but i don't think AAPL is known for liking to buy back stock their own stock.

Let's worry about the ultimate top later, but right now i want you to buy:
Aug 140 calls @ 1.50 or so, or buy the stock.

I don't like this play as much as i liked the BIDU play. AAPL could drop to $115 where you can back up the truck if that happens, but at a lower strike price.

Let's see if the stock can hold above the opening price before buying.


Monday, July 02, 2007

Do you BIDU?

BIDU is current trading @ 173

I like this dominant search company of China. It now owns over 55% of search while GOOG commands only 19% of all the searches in China.

Earnings is at the end of July and i think it will be a blowout. I believe the stock will trade to $200 after the report. It would really make my month if it gets to $200 before earnings.

I recommend buying August calls.

I am bullish on GOOG and CME

GOOG closed @522.70
CME closed @534.36

GOOG is basing for a run to $600. As long as it stays above previous high of 513, i'm very bullish.

CME has double trendline support right here.