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dexion10 (27.51)

August 2008

Recs

11

Why +300 point days are BAD SIGNS for the market

August 29, 2008 – Comments (5) | RELATED TICKERS: XLE , XLF , SPY

Here is a scary historical fact... There were 16 (up) +300 point days for  the DOW in the 2000 to 2003 bear market. There were no 300 point days from 2003-2007 bull market. ZERO.....   [more]

Recs

7

Bank Stocks - How to recognize a LOSER!

August 27, 2008 – Comments (2) | RELATED TICKERS: C , JPM , WFC

I noticed a lot of people liked the posts I've done on bank stocks (thanks for the recs).   [more]

Recs

15

Outperforming Jim Cramer's Nat Gas Stocks - Part 4 of my Energy Series - The simple formula

August 21, 2008 – Comments (14) | RELATED TICKERS: CHK , XTO , SD

While Jim Cramer has got you KILLED in nat gas stocks. Some bloggers here at CAPS (Demon Doug, VTEngineer, myself, etc)  have been SPOT ON regarding the "surprise" move in commodity stocks - particularly Natural gas.   [more]

Recs

19

Another Overvalued Bank - Oh My (PRSP)

August 18, 2008 – Comments (18) | RELATED TICKERS: JPM , PB , WFC

I'm very excited to add a texas bank - Prosperity Bankshares (PRSP) to my list of regional bank shorts. I found this because the insiders just sold $3.3M in stock.   [more]

Recs

6

Tasty Lunch: Cleveland Cliffs (CLF) Doesn't Need Alpha Natural (ANR) @ $120 per share

August 16, 2008 – Comments (4) | RELATED TICKERS: CLF , ANR , PCXCQ.DL

I saw that Tasty Lunch was concerned that Harbinger Capital is being short-term focused by trying to block the merger between CLF and ANR.   [more]

Recs

13

My nat gas picks - Under-the-radar names with appealing risk / reward

August 14, 2008 – Comments (0) | RELATED TICKERS: EOG , STR , WLL

Since nat gas stocks are trading at a level that discounts an economically sustainable spot price (~ $7.00) I favor the group. Various sources suggest the marginal cost of production is at least $7.50 to $8.50 for nat gas.    [more]

Recs

19

THE BIG IDEA - How I Value Energy Stocks & Why they may be raging buys!

August 13, 2008 – Comments (3) | RELATED TICKERS: BEXP.DL , WLL , TXCO

As I said earlier Cramer is wrong on nat gas - but I have a gameplan that can work - so here is the post I promised I'd put up earlier today. I am absolutely thrilled to share this hardcore thinking with my fellow Fools.   [more]

Recs

8

I am an ALLSTAR again !! - Short Financials / Long Energy & Global Trade

August 13, 2008 – Comments (5) | RELATED TICKERS: BEXP.DL , WLL , TXCO

Many of you probably never new I had a score in the 90's a year ago.   [more]

Recs

7

Improving the CAPS Blog Page

August 12, 2008 – Comments (5)

Nice start with the main blog page ! One thing I'd appreciate as a frequent blogger is if you included not only the headlines of the most recent blogs on the main page... but if you'd ADD to the main blog page a larger list of recent blogs like the one you have on "View all posts" link.   [more]

Recs

24

Why Cramer is getting you KILLED in nat gas stocks

August 12, 2008 – Comments (13) | RELATED TICKERS: CHK , XTO , SD

Before I get started I should qualify myself as a (qualified) energy bull. So I'm not here to bash energy stocks wholsale. That said people like Cramer have ignored some facts and failed to accept their broken thesis on natural gas.  [more]

Recs

8

Was that the top of the Rally - I think it might be - Options Expiry Looms

August 11, 2008 – Comments (3) | RELATED TICKERS: RYL , SKF , SRS

You can never be sure if a top is in until after it's in... but I'm going to take some fresh short-side shots at this market off of this rally. Technically we hit a 1310 resistance and couldn't break it mid day... if we retest and fail later this week I believe that will be the top.  [more]

Recs

5

Killing Inflation with 2% Interest Rates? NO WAY!!

August 10, 2008 – Comments (1) | RELATED TICKERS: C , GLD , USO

This is a follow-up to my earlier post ( a highly recommended blog - see link here).  [more]

Recs

10

Bernanke Kills Inflation with 2% interest rates & I've got a bridge for sale

August 10, 2008 – Comments (5) | RELATED TICKERS: FCX , GLD , DUG

If any among you thinks that the inflation story is over then you'll have a rude awakening several years down the road.  Inflation may go dormant for an extended period of time over the near term but  at the end of the day the money supply will grow to ridiculous proportions once the credit crisis subsides.   [more]

Recs

17

SHORT THE REFINER RALLY - I'VE LOST HOPE FOR 90% OF THE INDUSTRY

August 08, 2008 – Comments (11) | RELATED TICKERS: TSO , VLO , WNR

I saw a post earlier today by goldminingXpert encouraging people to buy a refiner WNR.  [more]

Recs

4

Hanes Brands up 10% after my blog (potentially 15% FCF in 2009)

August 06, 2008 – Comments (2) | RELATED TICKERS: JBX , LOW , HBI

I work at a company that monitors insider buys and sells. I saw buying at Hanesbrands and dug into the story. I've reposted my original post on HBI.   [more]

Recs

3

Hanes Brands - It could rally 50% | Insiders Bought $1.7M after earnings

August 05, 2008 – Comments (0) | RELATED TICKERS: TGT , WMT , HBI

Why did the Hanes Brands insiders buy $1.7M worth of stock after they're earnings call?  [more]

Recs

9

Ugly Statistics at Two California Banks

August 03, 2008 – Comments (5) | RELATED TICKERS: C , MER.DL2 , WB.DL2

MEET PACW -   [more]

Recs

3

Too Much Natural Gas - Selling Offshore Nat Gas (WTI, HLX, ESV, RDC, HERO)

August 01, 2008 – Comments (1) | RELATED TICKERS: CHK , HERO , HK.DL2

=====================   [more]

Recs

3

Comments on my failed stock picks and updated strategy

August 01, 2008 – Comments (0) | RELATED TICKERS: MRO , NSM , VIP

MAN THIS MARKET IS CRUEL.  [more]

Recs

6

A Regional Bank that Still looks distressed to me - PACW

August 01, 2008 – Comments (7) | RELATED TICKERS: C , WB.DL2 , WAMUQ.DL

Sand Diego Based Bank

PACW has a Tangible Book Value is about $375M or 11.96, yet it sports a stock price of $18.80 w that is about 1.6x tangible book which may be VERY OVERVALUED... compared to other distressed banks.   [more]

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