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Manutius (< 20)

Weekly Buy/Hold Strategy 22 Nov 09

Recs

2

November 22, 2009 – Comments (1)

Running -- Hold. Sell or take profits by rule.

Ticker     AROI     PE(fwd)      Target    Price     Weeks to go (est)

NFLX      240%     32                  41       59.95      45% overrun (10 weeks)

AAPL     132%     26                235      199.92     7-8 

AMZN     124%     69               112      129.66      16% overrun (6 weeks)  

CEO         77%     16               158      160.57      2% overrun (1 week)

WCN        69%     22                 37       31.79       12-13

Next in: (buy if one of the above needs to be replaced, in priority order)

V               69%    22                 88       80.00      7-8 

GOOG       67%    25                605     569.96      4-5  

GIS            53%    15                 72        67.94     6-7   

Special Opportunity: Local Bank, YIELD + swing trading (currently BUY)

WASH        --        15                 18        14.90     ?                            

1 Comments – Post Your Own

#1) On November 23, 2009 at 11:07 AM, Manutius (< 20) wrote:

Addendum, Monday Nov 23

Modifications based on due diligence and continued analysis:

1. Remove V from "next in" list unless it breaks out of its current correction on volume.

2. Completed DD on DISCA (Discovery Channel). Currently in a run with AROI of 104% so this is to be immediately purchased, replacing CEO.

3. On reviewing watch-listed DAR, it has signalled a correction breakout and should continue its 88% AROI.  So all things considered, the "next-in" list becomes

 DAR (88%), CEO (77%), WCN (69%), GOOG (67%), CNI (63%), GIS (53%).

4. On special watch: awaiting 2nd breakout signal from TNDM (236%) and DLB (28%). These are estimated potential AROIs and for several reasons DLB might not be a buy at all, with too low a reward/risk ratio for me.

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