can we meet this week or weekend?

hey guys, can we meet this week? i am free tues, weds, friday or sat, or sunday late morning. I know everyone has things going on and its last minute, but I thought I'd see if we can work anything out? your thoughts?

Don't pick on the fat kid...

My pick for this qtr is Amylin Pharmaceuticals (AMLN). Like Joe, i took a look at our portfolio and tried a to pick a stock that was in a different sector than what we already have. I settled on AMLN because of the type of drugs they manufacturer and the amount they currently have on the market. These guys focus almost all of their resources on the treatment of obesity and diabetes in the US. Which as anyone will tell you, is a growing problem in the US. The market for these drugs is only going to increase.

Now, normally i don't like to pick a stock that i know very little about the industry, but we already have GE and CX in our profile, which are more my bag.

These guys sell "BYETTA (exenatide) injection and SYMLIN (pramlintide acetate) injection for the treatment of patients with Type II diabetes. The company also has research and development programs in the therapeutic areas of diabetes and obesity."

They have 2 approved drugs and various other drugs in mutiple stages of approval. They seem to have money in the bank as well.

Even if its too early to pull the trigger on a pharmie, i at least want to get the discussion rolling about them and see what all of your thoughts are regarding drug companies.

meeting this week?

Do we have a meeting day that works for everyone this week? Looks like weds is a no-go? Saturday maybe? Ill be at the sox game sunday, anyone want to pick up a few tixs and bring the ladies?

NCR

My pick this quarter is NCR corporation.

NCR makes ATM's and the self service check out machines that are in most stores now.

But its there newst venture that caught my attention. DVD vending kiosks. They have formed an alliance with Blockbuster to set up Blockbuster name brand vending DVD kiosks.

Analysts are projecting DVD vending kiosks could grow by more than 60 percent over the next three years, increasing from 9,300 units at the end of 2007 to more than 22,400 by the end of 2010. Additionally, consumer spending on movies from vending machines during that same period is expected to grow from $197 million to more than $760 million.

I think that this is stock we could get at a good price right now ($11.00 range) hold on to it for some time and hopefully make some money.

I have a problem with Monday night (sorry guys)...

Sorry to have to say this, but I am scheduled to work on monday night. I requested for the night off and i was told its only a request. I am trying to find someone to work for me, but its difficult bc a few people are on vacation and we are short staffed. Is there any way we can do tues, weds or thurs? let me know.

Oh, p.s. My phone is dead, it got wet some how at work last night so you can text me at 508.414.1970 if need be or email me and i will try and check it more. im going to verizon on monday...

Do You...

Take a look at our portfolio and we have holdings in most major categories; capital goods (CX), technology (EMC), conglomerates (GE), financial (BAC) and health care (HNT). We've done a good job spreading out our investments and it makes sense to continue such a practice, at least until our lineup is large enough to support sector duplication.

As much as I would love to motion for an energy stock, the heavy hitters are out of our price range. I opted to look in the services sector, or industries that sell a good that you can't physically wrap your hands around. My choice is a brand with a presence in over 30 countries, is used by millions of Americans each and every day and is a powerhouse in online advertising- Yahoo! Inc (YHOO).

For better or worse, when the economic climate is challenging, businesses cut their ad budget to conserve operating costs. Yahoo! has tremendous penetration and has managed to generate substantial income despite the current financial climate. As I'll explain live, an online ad campaign is simple to roll out and is far more cost effective than television, radio or outdoor. An advantage to strong service companies is their cost to do business- Yahoo! has its infrastructure in place and doesn't have the cost of warehousing inventory or coordinating shipping. A statistic closer to home- Yahoo! Sports has more daily viewers than ESPN.com. As long as Yahoo! keeps putting food in the spoon, anxious web browsers are standing by with their mouths open.

The biggest upside to Yahoo! is it's buyout potential. In search engines, there is Google and there's everyone else. Yahoo! is affordable enough for another search or software company to scoop up and pool assets to carve out market share with Google. Such an occurrence would be great for shareholders, but certainly isn't my primary reason for selecting the company.

I look forward to hearing your picks and feedback.

Ryan's Q3 Pick- Alcoa- AA

My selection is Alcoa Inc. I think this will help us spread out our portfolio a bit. Alcoa is engaged in the production and management of primary aluminum, fabricated aluminum, and alumina combined. It's products are used worldwide in aircraft, automobiles, commercial transportation, packaging, building and construction, oil and gas, defense, and industrial applications. Alcoa is a global company operating in 35 countries. North America and Europe generated 54% and 26%, respectively, of Alcoa’s sales during the year ended December 31, 2008. Their main product is a special light weight titanium that has the strength of much heavier titanium. this will be useful with the automobile industry. With many products in all these industries, I feel this is more of a safe play and long term stock. I would say we buy in the range of $9.80 to $10.20 and hang onto to it until it reaches the $25.00 range, which should be at least 2 years. before the fall of the market it was cosistantly traded in this range for quite a few years. pretty consistent....