tag:blogger.com,1999:blog-78008219887007787432012-02-01T07:31:13.906-05:00Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.comBlogger1831100tag:blogger.com,1999:blog-7800821988700778743.post-69402742623496373562012-02-01T07:30:00.000-05:002012-02-01T07:31:13.914-05:00

Link above shows CAT just crushed projections.

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-49470261645632345552012-01-31T07:54:00.002-05:002012-01-31T07:58:12.033-05:00

Click the title of this blog for a five minute video editorial on the difference in investment value between betting on gold extraction companies and the overhead/management that goes along with them against simply buying gold via GLD (which we've done) and other methods.

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-9253057252681599762012-01-29T11:35:00.000-05:002012-01-29T11:35:15.311-05:00

My selection is rack space hosting. They did well for us last year and I'm sure they will do well again this year. Data construction was booming in 2011. No signs of letting up in 2012 too. http://wallstcheatsheet.com/stocks/data-center-construction-booming.html/ Great article on data center construction. They offer a lot more than just data construction and with an awesome atmosphere to work

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-24371765898307060132012-01-28T15:22:00.002-05:002012-01-28T15:36:12.145-05:00

My pick this quarter is Freeport-McMoRan Copper and Gold Inc. FCX. Trading at $46.13. They are a copper and gold mining company. They are all over the world. Out of all the Metals and mining companies they have the highest Earnings yield. That means most of the time that the stock is Undervalued. We all know tha the price of copper and gold are very high right now and I see us making a ten

mikey veechhttp://www.blogger.com/profile/07434278468691289935noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-69619072117083087182012-01-28T13:17:00.002-05:002012-01-28T13:47:25.422-05:00

My pick for this qtr is CAT. I know I've made this pick before but I still feel there is alot of potential in it. You guys all know what the company is all about so I won't bother with details. Although its trading above $100 - i think it will reach the $130s. Construction is picking up again in the US and CAT made huge profits last year and I think they will continue to beat estimates this

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-90948170268340771262012-01-28T09:41:00.000-05:002012-01-28T09:41:24.599-05:00

On February 9th, Activision Blizzard (ATVI) announces their 2011 earnings.  I think they will beat earnings based on record sales of Call of Duty, and new games on the horizon including Diablo III and potentially The Hunger Games. Activision reported that COD3 was their most successful launch ever, selling over $1B in product in only 16 days following their November 8th launch.  ATVI also

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-52570055082176673132012-01-27T19:38:00.002-05:002012-01-27T19:58:19.838-05:00

Boston Scientific is a Natick-based company that develops, manufactures and sells cardio vascular, urinary and digestive-aiding medical devices. The company has over 20,000 employees, an 8.5b market cap and a PE ratio in the 15's. This pick brings us back into the health care sector (we miss you HNT) and medical supplies/equipment are new to our portfolio. Major competitors Johnson & Johnson,

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-43569820784866541922011-11-04T11:19:00.001-04:002011-11-04T11:19:52.762-04:00

Daily deals site Groupon opened at $28 a share on the Nasdaq, up 40% from its initial public offering price of $20. Though the company's valuation of roughly $12.7 billion is below the $15 billion to $20 billion that it originally projected, the deal is still considered a success for Groupon and its bankers. http://online.wsj.com/article/SB10001424052970203716204577017773545604142.html?mod=

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-46879516439205365602011-11-02T11:05:00.000-04:002011-11-02T11:05:03.586-04:00

http://www.marketwatch.com/story/aol-in-spotlight-as-tech-stocks-climb-2011-11-02?link=MW_latest_news SAN FRANCISCO (MarketWatch) — Tech stocks mostly rose Wednesday, with AOL Inc. in the spotlight after the online media company reported better-than-expected quarterly results prior to the start of trading.

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-60173848363931612092011-10-27T22:16:00.001-04:002011-10-27T22:16:03.110-04:00

http://www.dividend.com/blog/?p=39019

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-8353389805283998112011-10-24T22:39:00.002-04:002011-10-24T23:15:27.411-04:00

My pick this quarter is KOG. I was going to go with my other pick from two weeks ago, but it appears we missed the boat on that. I came across a pretty cheap that has a lot of upside. I was purchasing this stock in our portfolio challenge and it did very well for me. This company sits on what could be the largest shale found on our continent that will produce oil and natural gas. Here is a

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-38180842225695525612011-10-24T12:10:00.000-04:002011-10-24T12:10:22.148-04:00

I know, I know - they are the laughing stock of the tech industry.  Their outdated dial-up service is a joke, and they have missed the boat on nearly every new trend in the past decade. All jokes aside, however, the company is still very profitable, and still owns some precious dot-com real estate.  Word on the street has been that they are an ideal buyout candidate.  One confirmed potential

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-51249435740600028182011-10-24T11:45:00.002-04:002011-10-24T11:57:32.469-04:00

Tata Motors (TTM), based in India, manufactures and sells compact cars and commercial vehicles internationally. With corporate offices in England, South Africa, Korea and Spain, they generated $27b in revenue worldwide last year. They have 5.9m cars on the road in India today, in addition to being the world's fourth largest truck manufacturer and third largest bus manufacturer. Their vehicles

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-52725025316814772712011-10-24T10:57:00.005-04:002011-10-24T11:13:20.325-04:00

I have two picks I'd like to bring to the table for discussion Tuesday. The first one is Mueller Industries (MLI). Ryan sent over a good article a week or so back regarding the construction slow down in China and the subsequent drop in demand of construction material (copper in particular). Pat brought up a good point that a drop in the cost of copper would equal profits for companies that use

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-37816154625946052822011-10-24T09:49:00.002-04:002011-10-24T10:10:54.827-04:00

Hey guys. First of all thanks for taking care of some issues last night without me. I think it was a good that you did that so we are clear heading to the meeting tomorrow. My Pick for this quarter is AO Smith Corporation (AOS). This company is right up my alley. They are a leader in the residential and comercial water heating equipment. My company only uses AO Smith water heaters on any of our

mikey veechhttp://www.blogger.com/profile/07434278468691289935noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-57866847258210165932011-10-13T12:21:00.001-04:002011-10-13T12:21:49.232-04:00

We shoud keep a close eye on this stock. It is down a lot this year but has technology that other companies (google) are very interesed in. Could be on course for a buy out. Sent from my Verizon Wireless BlackBerry

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com3tag:blogger.com,1999:blog-7800821988700778743.post-17236807754674153822011-08-27T14:14:00.000-04:002011-08-27T14:14:50.284-04:00

Reports show that Amazon is set to release a tablet of their own this fall.  I know there have been dozens of iPad-killer attempts and no one has been successful to date, however I think Amazon is going to surprise everyone and be the big contender. Amazon plans on selling their tablet for "hundreds less" than the ipad.  I'm guessing that means we're looking at $199 tablet that will be compete

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com4tag:blogger.com,1999:blog-7800821988700778743.post-86028553341036691212011-08-25T20:06:00.001-04:002011-08-25T20:06:52.205-04:00

Why Steve Jobs means more to Apple than the general public understands...https://plus.google.com/u/2/107117483540235115863/posts/gcSStkKxXTw#107117483540235115863/posts/gcSStkKxXTw-jLSent from my iPhone

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-37660632711131426772011-08-25T09:33:00.002-04:002011-08-25T09:34:37.455-04:00

Bank of America said it will receive a $5 billion investment from Warren Buffett's Berkshire Hathaway as doubts have grown in recent days about the banks's capital position. BofA shares surged 26% to $8.76 premarket trading. http://online.wsj.com/article/SB10001424053111904787404576530211731979854.html?mod=djemalertMARKET

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-35530245280177561612011-08-25T07:56:00.001-04:002011-08-25T07:56:13.436-04:00

With steve jobs stepping down from the CEO post apple stock is taking an (unnecessary) beating. While Jobs is the visionary, Cook has been on the front lines for years and has been groomed by Jobs to take the helm. With the iphone5 and I'm sure an iPad3 coming out sooner rather than later, and with HP folding its tablet cards, I think APPL will continue to crush earnings and make waves. I Motion

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-30964408424961289062011-05-23T16:07:00.004-04:002011-05-23T16:32:02.260-04:00

Since the nuclear disaster in Japan, Uranium has taken has a huge hit (Global X Uranium ETF) as could be expected. As of now, Uranium is trading at its 52 week low of about $12.90, while back before the disaster it was up around $22. I think this is a golden opportunity for us to get on URA while its at it low point and ride reap in profits as it climbs back up to where it was pre-Fukishima.

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-67841637711377754772011-05-05T11:09:00.003-04:002011-05-05T11:32:51.784-04:00

With a decent balance in the money market - discussing other possible investments for TM is a good plan. I want to bring the company LB Foster (FSTR) to the table for discussion. I was talking with a guy I work with about investments and companies that might stand to gain when the construction industry picks back up and he mentioned LB Foster. L.B. Foster is a manufacturer, fabricator and

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-69125245733488680292011-05-04T22:57:00.000-04:002011-05-04T22:57:14.354-04:00

Let's face it.  Facebook will be offering itself to the public - but it's going to be at least 12-18 months or even longer before we see something like.  With valuations over 50B on the low end (currently) it's going to be a HUGE IPO and likely will be quite pricey.  Recent statistics have shown that Facebook is already accounting for 30% of ad impressions online in the US - a stunning figure (

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com3tag:blogger.com,1999:blog-7800821988700778743.post-15782522012090605382011-04-26T08:21:00.002-04:002011-04-26T08:32:31.998-04:00

My pick for this quarter us Monster.com. We all know about the website that our Pike brother has created. My interest was peaked by an analyst on MSNBC so I decided to research. Monster has had steadily increasing U.S job postings and strong growth in Europe and Asia. The sector overall is also showing stronger performance. Unemployment is decreasing and companies are spending more money in 2011

mikey veechhttp://www.blogger.com/profile/07434278468691289935noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-58839701632106479152011-04-25T23:11:00.003-04:002011-04-25T23:35:59.773-04:00

My selection is AMD. AMD is a semiconductor maker that competes with companies like Intel, but is only about $8.70/share. They are sent to launch a set of microprocessors for their server market based on a new design that allows for more processing power to be packed on a single Chip. Right now, their market share for processing chips is very little, so even a modest gain of say 10% of market

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-10224607265404065292011-04-25T22:25:00.002-04:002011-04-25T22:46:04.090-04:00

Home Depot caters to both the weekend warrior as well as the everyday contractor. With over 2,200 stores nationwide, Home Depot has a tremendous footprint and our portfolio lacks a solid retail store presence. In addition to the typical over the counter purchases you'd expect, Home Depot has also increased revenue through their installation services and credit card finance programs. At about $37/

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-21681090905826471122011-04-25T21:41:00.004-04:002011-04-25T22:49:50.809-04:00

My pick for this quarter Waste Management (WM). They are the largest solid waste management company in the US. Good chance some of you have a barrel in your basement with their logo on it, so I'm sure most of you are familiar with their services (garbage collection, recycling, landfill storage, and waste to energy production). The majority of their revenue is from government and municipal

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-87880566817245347152011-04-25T21:27:00.000-04:002011-04-25T21:27:54.042-04:00

Back in March Sanofi-Aventis closed on it's $20B purchase of Genzyme (GENZ).. paying out GENZ stock holders about $74/share. For those that had purchased the stock in July 2010 when the rumors started flowing, that represented about a 50% profit on their purchase price - a nice payday. Believe it or not there is still a chance for everyone else to own a small piece of Genzyme though! When

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-89289905010563717422011-03-16T16:45:00.000-04:002011-03-16T16:45:20.697-04:00

The devastation in Japan is unbelievable. The threat of a nuclear disaster is upon them and there is much concern over what happens if there is another disaster in line with what happened in Chernobyl.. most experts say that there will not be anything to that maginitude, however. I do think that there is opportunity in some companies to make huge profits from this disaster and that is worth us

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com3tag:blogger.com,1999:blog-7800821988700778743.post-51970177230776763152011-02-14T09:38:00.004-05:002011-02-14T09:43:07.214-05:00

I think good idea to take a hard look at our entire portfolio and evaluate where we stand on the rest of our holdings.We are spending all this time analyzing the shit out of RAX and BJs when we have many other securities at 52 week highs. Where is the sense of urgency with these other stocks? Should there be one?BOA and NCR are almost up 40%, why aren't we talking about banking a 40% profit

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-165193487671839332011-02-12T10:06:00.000-05:002011-02-12T10:10:15.720-05:00

If you haven't heard yet, chances are high that Borders will be filing for chapter 11 come Monday this week, shuttering hundreds of stores. Who's the likely winner in that event? Sources say Amazon, Barnes & Noble, and Google among others. Out of those 3 top benefactors I have to think that B&N will benefit the most, as they have brick & mortar storefronts unlike the other two and I think

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-48551102758539592482011-02-11T15:34:00.000-05:002011-02-11T15:36:46.322-05:00

What are the groups thoughts on cashing in our short-term profit gains and setting a buy back price? Any appetite for risk, or should we hold on for the ride? Curious to see what you all think.

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com12tag:blogger.com,1999:blog-7800821988700778743.post-57161785457938654942011-01-18T09:45:00.000-05:002011-01-18T09:47:28.351-05:00

With Steve Jobs announcing yesterday that he is going out on medical leave indefinitely to treat the after-effects of his pancreatic cancer, Apple is already down 5% early. I think our MM acct is empty, but if the company falls below $300/s (from $347/s), it'll be worth scooping even a single share). Thoughts?

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-83247119034595189782011-01-06T11:37:00.000-05:002011-01-06T11:43:31.349-05:00

My pick is Rite-Aid (RAD). I've watched this company in my IRA for 18 months and I'm baffled as to how low they trade. With over 50,000 employees and hundreds of locations, they are currenty valued below $1/s. With Walgreens, CVS, Longs and other pharmacy outlets continuing to thrive, Rite-Aid has struggled since merging with Brooks. This company has a huge footprint and I recommend it as a

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-62349867110319063032011-01-06T08:55:00.000-05:002011-01-06T09:05:33.184-05:00

My selection for Q1 of 2011 is Rackspace Hosting. The company specializes in cloud computing. I think cloud computing will take off this year and strongly believe we will find great value in this company over the next 12 months. Rax (rackspace hosting inc) recently purchased a development company in san francisco (which is a good sign for us) and the stock is very low compared to its

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com7tag:blogger.com,1999:blog-7800821988700778743.post-71207618088121863262011-01-05T22:54:00.000-05:002011-01-05T22:59:46.839-05:00

My pick for Q1 2011 is BJ's Wholesale Club. If you have been living under a rock the past quarter and are unaware, BJ's is prime for a takeover/buyout and private equity companies are chomping at the bit waiting for them to make a deal work. The stock has seen an increase from speculation, however I do not think it's seen anywhere near enough of a valuation from the speculation so far. I think

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-28018640167023127902011-01-04T21:14:00.000-05:002011-01-04T21:52:17.182-05:00

Big meeting for TM this quarter - with four figures available for investments and the market on the rise, we have quite an opportunity here. I have two stock choices for this quarter - I know its not standard practice, but I figured with the added money to spend, why not? The two stocks are Entropic Communications (ENTR) and Omnicare (OCR).Entropic Communicatons makes semiconductor chipsets

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-19113527944598916512011-01-03T10:06:00.000-05:002011-01-03T10:09:47.336-05:00

Goldman drops a bombski on Facebook and the market is up in 2011!Our first four-figure spending spree. Picks and pockets due Wednesday?

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-28837362887731739872010-12-14T12:28:00.001-05:002010-12-14T12:33:53.711-05:00

http://wallstreetpit.com/53161-merrill-lynch-ford-f-is-headed-to-24I've read a couple articles about how many "experts" are expecting the auto industry to improve big time in 2011. I think it might be a good idea to revisit Ford. Our first Q1 meeting is going to be a pivotal one for TM. We have just over 1K in the money market, plus our dues so we are looking at being able to potentially

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-9766192205547098202010-12-14T08:28:00.000-05:002010-12-14T08:32:37.933-05:00

So PWX is up 25%, which is enough for the Cialis to kick in if we were standing on The Street. However, one member and I recently discussed our quick trigger finger. Sure we've been banking profits like Goldman Sachs, but are we leaving money on the table like Cliff Lee?This isn't a motion to do anything- simply a flag to keep your antennas up about this stock. Why and how and what has the price

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com10tag:blogger.com,1999:blog-7800821988700778743.post-13528486332095646752010-12-03T13:48:00.001-05:002010-12-03T13:49:13.294-05:00

So Cooper Tires is up 15% including B/S commissions. Does anyone have a reason why we should hold? When is our next meeting scheduled- January? I know we all have things going on but let's not lose sight of our year-end goals.

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com8tag:blogger.com,1999:blog-7800821988700778743.post-1762203103261380102010-11-29T22:18:00.000-05:002010-11-29T22:19:58.900-05:00

Could what's happening behind closed doors at BOA/Countrywide come back to haunt the thriving bank?

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com3tag:blogger.com,1999:blog-7800821988700778743.post-10634878392583468882010-11-11T12:21:00.000-05:002010-11-11T12:24:03.885-05:00

Simple concept- we roll the dice on a SmallCap stock, the stock spikes 68% and we sell for a $92 total profit. I motion we sell Abraxas while it sits at its 52-week high, bank the profits and move to the next one.

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com5tag:blogger.com,1999:blog-7800821988700778743.post-73371096217577405862010-11-10T15:35:00.000-05:002010-11-10T15:36:11.059-05:00

BJ's Wholesale Club Inc. (NYSE: BJ) is planning to auction itself off to the highest bidder, according to a Bloomberg News report.Bloomberg cited three unnamed sources, who reported that the decision was made after BJ's received an offer from private equity firm Leonard Green and Partners.The Natick, Mass.-based company has not yet commented on the report.BJ's Wholesale Club operates 191 stores

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-79224693389653526742010-11-09T15:52:00.000-05:002010-11-09T15:55:27.103-05:00

Guys Yahoo! is up 5% today on takeover rumors. As a result, the stock is up 3% YTD. Experts think going private is the only way the company can trim the fat and restructure. Any thoughts on banking 9% including buy/sell commission and unloading it?http://cnnmoney.mobi/wk_snarticle?articleId=urn:newsml:CNNMoney.com:20101109:thebuzz:1&category=cnnm_business

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-65845758391781845152010-11-03T07:53:00.000-04:002010-11-03T07:55:46.332-04:00

fellas - last time PWX was trading in the 13's we passed a motion to sell. Due to a Zecco error of some sort, the sale never went through. If it had, we could have bought back in at $11.70-$11.80 and be reselling now.How does everyone feel about this? If it is the same way, then we should try to do the same thing again now - sell our position, and immediately place a limit purchase to buy it

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-68402305126831608862010-11-02T23:29:00.000-04:002010-11-02T23:35:10.875-04:00

Guys - I've been thinking about this since Saturday but keep forgetting to post.I think we should consider investing some money market into Microsoft (MSFT). Tomorrow, Microsoft XBOX launches "Kinect" which is their response to the Wii. Sony has released one too - but microsoft has something different... the player IS the controller.. making it the first system that will have technology

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-34579830406647114002010-10-28T14:57:00.000-04:002010-10-28T15:00:02.623-04:00

Fellas - we have 3 stocks trading at their 52 week high. Just want to open discussion on this in case some of you weren't aware. I suggest we all look at them over the weekend and see if we want to stay in the game or sell/rebuy on next dip.AXAS, IMAX, WTR - all are trading at or near 52 week highs.-PREZ

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-31812764397556363022010-10-08T21:15:00.000-04:002010-10-08T22:08:13.178-04:00

Gents my selection is nearer and dearer to you all than to me. No, it's not Jesus Incorporated. Callaway Golf Company (ELY) has a presence in 110 countries selling equipment and apparel under the Top Flite, Odyssey, Ben Hogan and of course the Callaway name. They just recently announced a corporate restructuring to occur over the next eighteen months in response to the shifting economy. The

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-51450831044033407042010-10-08T16:45:00.000-04:002010-10-08T16:56:19.303-04:00

Guess whos back, back again! AA. I would like to recommend our old friend Alcoa. Alcoa posted their earnings today and that help push the stock up to 12.89. from the low 12's. they company has recently raised its expected annual global aluminum forecast from 12 to 13%. I think we should jump on it this time around. The are the giant of the aluminum industry and think this company will

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-43868015749782089202010-10-07T17:19:00.001-04:002010-10-07T17:26:52.111-04:00

My choice for Q4 2010 is UDR, Inc. (UDR). UDR, Inc. is a REIT (Real Estate Investment Trust) that owns, manages, and operates nearly 46,000 apartment homes primarily in other parts of the country than the Northeast, however the basis for my decision to recommend this stock now is their recent change to thier portfolio - entry into the Northeast market.The Northeast market is considered a "High

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-30335981635486294132010-10-07T07:21:00.000-04:002010-10-07T07:37:45.184-04:00

My stock selection for this quarter is Progressive Corp (PGR). You all have seen their annoying commercials with Flo - the insurance rep. They have been marketing like hell the last year or so and they are expanding into more and more states. Our portfolio lacks any insurance companies and i think we need to get on board. These companies make money - and almost every state requires car

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-18258811124971342192010-08-11T10:25:00.000-04:002010-08-11T10:30:31.973-04:00

When we were taking Theta Mutual real estate acquisitions, BoA was a 60% profit for us. Now, they are down to 20%. We are chillin, sittin on about half a million (ok, a few hundred) and I think it makes sense to pony up and grab another 15 shares of BoA. It currently sits at $13.40 and we own it for an average of $11.03/s. The motion is we set a buy at $12/s to bring our ownership total to 12.6

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-20736473588465414972010-07-14T22:34:00.000-04:002010-07-14T22:48:04.087-04:00

In Q3 of 2009, Comcast was on the table and we collectively opted against it. On 10/1/09, it was reported on TM.com that Comcast had struck a content-sharing deal with GE to distribute programming online and on mobile devices using one another's products and technologies. It's been nearly nine months of investigating and another major antitrust approval came through today in favor of the in the

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-39920495092361184142010-07-14T21:36:00.000-04:002010-07-14T21:51:43.089-04:00

My pick for this qtr is Shaw Group (SHAW). They are a multi-disipline engineering firm with a fairly large market share in the oil clean-up jobs in the Gulf Coast. They are trading around 35 right now. I think they will see a spike in revenue due the gulf coast clean-up effort which will easily extend into the next year and probably beyond. They are a very large company with work in a variety

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-61169837845417562712010-07-14T19:16:00.000-04:002010-07-14T19:22:05.683-04:00

My pick is intel. We all know what they do... Provide chips for the most popular computers and appliances in the world. Intel is a play on the economic recovery much like Dell was. Having recently reported great numbers, intel has proved they are a powerhouse. Intel currently is trading in the low 20's, and would be a safe long term play for our portfolio. They are time tested and at the top of

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-3883233792759449562010-07-14T11:41:00.000-04:002010-07-14T13:38:04.713-04:00

My pick this quarter is Abraxas Petroleum Corp, aka axas. They are an energy company that is mainly in business for the development and production of oil and natural gas. In march, they sold off assets that gave them the ability to cut its debt in half and boost its its capital program by 50%. I think this is why the stock took a big jump in march. The company has identified another group of

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-66170360581664737152010-07-14T08:05:00.000-04:002010-07-14T08:14:35.128-04:00

Hey guys. My pick for this quarter is Cooper Tire and Rubber. (CTB) I have been looking at this stock for a few weeks now and from everything I have read it is a very solid company with good financials and a great business plan. Also, the automobile industry is poised to very well in the next few years. Right now most people are bullish on it and have given it a buy recommendation. It is trading

mikey veechhttp://www.blogger.com/profile/07434278468691289935noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-15911813750625100572010-07-06T13:27:00.000-04:002010-07-06T13:30:01.138-04:00

http://finance.yahoo.com/news/8-Problems-That-Could-Trigger-usnews-2034065513.html?x=0something to consider when selecting an investment for our next quarter

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-45700933794309675952010-06-30T09:13:00.000-04:002010-06-30T09:18:08.088-04:00

http://www.boston.com/business/ticker/2010/06/verizon_wireles_11.htmli know this is a very expensive stock, but i have to think that apple selling iphones to any cell phone carrier will only dramatically increase their profits. Next year, apple projects they will sell 12 million iphones! its a very tough buy when we have little money, but maybe an option we should consider....

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-32826295928998892572010-06-21T15:27:00.000-04:002010-06-21T15:35:02.271-04:00

Looks like things are turning around for our friends at PWX.We're approaching Jewly and with the holiday and vacation time, it may be difficult to coordinate our next live meeting. How does the weekend of the 10th/11th look? Location?We're inside 90 days to Cheechfest!

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com6tag:blogger.com,1999:blog-7800821988700778743.post-62873048199823732032010-06-14T11:35:00.000-04:002010-06-14T11:42:59.776-04:00

Guys it's clear British Petroleum is f-ed. When Exxon pissed the bed in '89, their company image suffered, but they rebounded and are now considered an industry leader. As we approach our next meeting, monitor BP trading. They've fallen 50% from $60.48 to $31.48. Sure consumers are boycotting their 13,000 gas stations, but those are franchises owned by independents and have lesser effect on the

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com4tag:blogger.com,1999:blog-7800821988700778743.post-68170070378085436902010-06-01T12:21:00.001-04:002010-06-01T12:22:42.962-04:00

So no comments on my VIV purchase, which dropped to the target buy price I had mentioned, then rose to $28.36 (over 10%) a few days later. It has since settled back in at $26 and change. Are we just waiting on our next meeting or are we looking to do anything with our money market?

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-19316738880463477592010-05-26T11:13:00.000-04:002010-05-26T11:15:29.556-04:00

http://www.usatoday.com/money/markets/2010-05-26-pullbacks26_ST_N.htmsolid article! It explains what goes down must come up!

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-90702691171687379322010-05-14T22:35:00.001-04:002010-05-14T22:52:25.713-04:00

Hey guys - I wanted to take a moment to introduce a mid quarter pick for a place to put our money market funds. The pick is Vivo Participacoes SA (VIV) - it is the largest mobile phone operator in Brazil. An obvious play on the strength of the Brazilian economy, VIV is a company that controls the majority of the 180 million strong cell phone subscriber base in Brazil (accounting for nearly 90%

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-33324817965529237692010-05-04T21:56:00.001-04:002010-05-04T22:19:49.966-04:00

Since DISCA doesn't seem to fit in our price range and is trading too high...I'd like to hear your thoughts on two cheaper stocks that i think would make good investments.First is Ebay (EBAY). Its trading at about 23.00/s right now. As you all know its a solid company that will likely benefit from the up-turn in the economy. People are starting to spend more money, but at the same time spend

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com12tag:blogger.com,1999:blog-7800821988700778743.post-3853701633691584532010-05-04T11:52:00.000-04:002010-05-04T11:56:30.288-04:00

http://seekingalpha.com/article/202222-the-biggest-problem-facing-sirius-xm?source=feedfound a great article! I am still not completely ready to recommend this stock, but as i was researching on my lunch, i found this interesting article. it also covers short selling and shows a real example. Short selling is something that i have brought up a few times. We have stayed away due to the

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com5tag:blogger.com,1999:blog-7800821988700778743.post-80765296277416436192010-05-03T21:55:00.000-04:002010-05-03T22:14:26.294-04:00

After researching this weekend's offerings, I motion we move money from our cash account to purchase twenty shares of NewsCorp (NWSA). Although IMAX falls under the motion picture business, NWSA expands our firm's reach into print and published media. NewsCorp is said to hold the most cash in the entertainment industry, is bullish on 3D television and projects to beat it's 3Q numbers handily. In

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com11tag:blogger.com,1999:blog-7800821988700778743.post-43399909010317686612010-05-02T08:22:00.000-04:002010-05-02T08:33:36.993-04:00

Fellas, back on Jan. 24th I posted this on our blog about NewsCorp.Since that posting, NWSA has risen over 22% to date -- however I still don't think we have to rule out future gains. With Avatar being released on DVD there is more money to be made as fans run out to buy the highest grossing movie of all time. In the first four days of release on DVD over $130m in sales were brought in on DVD

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-30603670417648351612010-05-01T23:05:00.001-04:002010-05-01T23:33:49.860-04:00

Pre-call thoughts:Do Not Pass Go- Rule against immediately selling PWX. Although we're still at double-digit profits, the stock is down 5% since Wednesday. Call me greedy, but I'm not ready to pull the trigger for a Monday open.Turnovers Cost Us The Game- Lack of communication resulted in whiffing on two 20% wins. Then, we call a special meeting and everyone ignores the noontime submission

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-88056327789799545042010-04-29T13:24:00.000-04:002010-04-29T13:33:49.123-04:00

Looks like HP is the leading candidate to scoop Palm, spiking the stock 25% today alone. Whoops.Have we decided whether to call a phone meeting this weekend to figure out what to do about international investments or money market allocation? We keep recycling ideas about making moves and seizing opportunities without taking initiative.I motion that we get picks to the blog by Saturday night and

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com3tag:blogger.com,1999:blog-7800821988700778743.post-91385406665582543932010-04-29T13:23:00.000-04:002010-04-29T13:28:00.265-04:00

We missed the boat on this one and its my fault. i was on the fence and would have been vote 3. I dont know about trying to get in at this point. If anything, maybe it will come back down under 3.00 and we can get in at that point?

The Shaggydoghttp://www.blogger.com/profile/01338699635813385272noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-80631467661994894352010-04-28T10:09:00.001-04:002010-04-28T10:12:36.705-04:00

Fellas, PWX has climbed big time today up nearly 8%. I motion we sell and look for a re-entry when it dips again. PWX recently reported a loss and is trading up only on news that perhaps their loss wasn't as severe as it's peers in the industry. We can lock in about 15% in profits now after commissions and I feel as though we'll have another chance to buy back again in the coming months to

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com7tag:blogger.com,1999:blog-7800821988700778743.post-14490733318578690352010-04-23T22:54:00.000-04:002010-04-23T22:57:30.671-04:00

Iron Man 2 is the summer's most anticipated blockbuster and it's set to be released on IMAX. Check please!

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com15tag:blogger.com,1999:blog-7800821988700778743.post-76852080019952111832010-04-22T23:50:00.001-04:002010-04-23T00:00:10.136-04:00

Now that we have a good amount of cash in the money market, what do you guys think about revisiting Discovery Communications (DISCA). It hasn't risen too much since I suggested it (31 to 36/s). I still think there is huge potential for this stock to rise even higher. As I'm writing this, i am watching insects on LIFE scurry around and collect food for their young larva... 1 of 33.8 MILLION

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com3tag:blogger.com,1999:blog-7800821988700778743.post-43121098436775678052010-04-21T14:02:00.000-04:002010-04-21T14:20:18.879-04:00

Guys I checked Zecco and didn't see a trade execution. Is EMC gone? It's up 4% since we voted to dump it. Confirmation?We can move IMAX right now for a 7% gain including buy/sell commission and GE for 15% profit.YOUR thoughts?

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com5tag:blogger.com,1999:blog-7800821988700778743.post-23098039531238365602010-04-17T12:29:00.001-04:002010-04-17T13:24:28.301-04:00

Gents as we enter our third year of playing the market together, it's a pivotal time to look over our should and revisit our vision statement. If our goal is truly to increase our value every half-decade, I motion that we sell our stake in EMC and bank a 20% post-commission profit. In the last five years, EMC spent only a brief period above $20/s and that was the time leading up to the

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com5tag:blogger.com,1999:blog-7800821988700778743.post-47625327629034498062010-04-12T22:35:00.000-04:002010-04-12T22:36:29.573-04:00

Since TM has been banking money in an effort to get back to our mission statement and double our money every five years, what do you guys think about banking the 20% profits in EMC and selling it?

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com4tag:blogger.com,1999:blog-7800821988700778743.post-68880926105007084122010-04-12T10:25:00.001-04:002010-04-12T10:27:23.549-04:00

Just a quick update.HNT was sold today for 22.8/s. We made just over 50% on our investment.Not too shabby.

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-42657755546577921842010-04-10T14:52:00.001-04:002010-04-10T14:52:35.000-04:00

whats uo boys. I dont have time to write a huge thing cus I am running late for work..my pick is TIETitanium Metals Corporation check it out and I will send a more in depth email tomorrow.

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-5314539318576043792010-04-09T09:43:00.000-04:002010-04-09T09:51:05.643-04:00

Guys I like IMAX, the 3D movie theater technology company currently trading in the mid-$17/s. Traditionally known for documentary and educational movies, IMAX 3D released four feature films on their screens last year. Among those was the most expensive film ever made, resulting in the biggest box office earnings ever. Since Avatar, over a dozen films have been contracted this year alone, boosting

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-83721742633754293102010-04-08T19:54:00.000-04:002010-04-08T20:06:28.459-04:00

My pick for Q2 is Hawaiian Holdings (HA) - who's principal business it's ownership of Hawaiian Airlines.You might be wondering.. "why buy into airlines right now?" "didn't this guy say buying JetBlue was an awful idea 6 months ago?" Well my answer is simple... Hawaiian is one of the only profitable airlines operating.. and not just barely profitable like Southwest and JetBlue who average a few

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com2tag:blogger.com,1999:blog-7800821988700778743.post-54778794987632803792010-04-08T06:19:00.000-04:002010-04-08T13:46:37.152-04:00

My pick for this qtr is International Stem Cell Corp (ISCO). I know we have talked about getting some biotech stocks into our portfolio in the past, but we concluded that we did not know enough about them to invest anything significant. My pick back at that meeting was Amylin which is actually up quite a bit right now (not that I knew that would happen). My rational for picking ISCO is that if

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-77393233103478738402010-03-18T21:50:00.001-04:002010-03-18T21:52:31.259-04:00

Gents- here comes HNT! It's almost back to its pre-dip high. We know we could have sold, banked and rebought, but the good news is it looks like we didn't end up losing ground. Did we finalize 4/11 at the recently acquired Flynn Estate? Is it a yay/nay on the Sportsbook.com Tiger action? I motion that we throw $25 down if we have it in free cash to make that Sunday even more eventful. Motion

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com9tag:blogger.com,1999:blog-7800821988700778743.post-5427553689773807912010-02-09T13:20:00.000-05:002010-02-09T13:30:41.152-05:00

Evergreen Solar (ESLR) again has disappointed The Street by missing earnings again. Evergreen ended up losing 48 cents per share vs. analyst estimates of a loss of 9 cents per share, though ESLR did beat revenue estimates slightly.What happens from here? ESLR has been missing earnings quarter after quarter and not by small margins. Further, there is talk that ESLR will be charged with a loss

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-20414606995687961572010-02-02T11:04:00.000-05:002010-02-02T11:05:37.728-05:00

Don't say you didn't hear it from me a week ago!http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=AP&date=20100202&id=11080012

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-24589025524135595102010-01-28T10:29:00.000-05:002010-01-28T10:36:55.337-05:00

What's up boys? Motorola stock took a big hit today as the company forecast a loss this quarter due to their increased spending getting the android smartphone out on the market. Despite the fact that the Droid phone sold very well, it did not produce the revenue that investors had hoped it would. When we purchased MOTO we were hoping that the droid sales would boost profits and the stock would

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-71700919493028052842010-01-24T23:21:00.000-05:002010-01-24T23:28:59.856-05:00

Many of News Corps investments are somewhat questionable -- MySpace is losing ground on a daily basis to Facebook and other rivals, and its investments in paper publications can be looked at as a thing of the past, but News Corp also owns 20th Century Fox -- the studio that is behind Avatar. Avatar is slated to surpass Titanic in sales by the end of this week.. only a couple months after having

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com4tag:blogger.com,1999:blog-7800821988700778743.post-21363011401666308382010-01-24T10:31:00.000-05:002010-01-24T10:34:10.330-05:00

Hey guys,Any other thoughts/opinions on Healthnet (HNT)? So far we've heard from me and Mike (via email -- for some reason he's anti-blog). Since Joe's post, HNT has slipped 4% (which in all fairness is consistent with the rest of the market). I'm not lobbying my position in any way I just want to hear some other thoughts on the matter.On another note, I've added some links from the option

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-59376328919922893042010-01-19T22:09:00.000-05:002010-01-19T22:15:34.753-05:00

HNT is up over $26/s and most of our holdings are climbing. It will be interesting to monitor whether a delay in health reform will negatively impact the industry's stocks. Also notice if tech stocks stall as a chain reaction and see if financials spike as a counter to the proposed bank tax. Or, don't.

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com4tag:blogger.com,1999:blog-7800821988700778743.post-35493093817955102942010-01-06T23:07:00.001-05:002010-01-06T23:37:34.328-05:00

Happy 2k10 boys! This is gonna be our year, i can feel it! Lets start this decade off on the right foot and make some money with our 1st qtr pick. I really like the picks that you guys have submitted so far - lots a variety and lots of potential. Joe stole a bit of my thunder as I was also looking into water/sewer utility stocks and WTR was one i was looking at as well. So instead of

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-4376243774528612462010-01-06T20:57:00.000-05:002010-01-06T20:57:12.078-05:00

"whats up boys. This quarter I am going with a company called Cogent (COGT). They are a provider of automated fingerprint identification systems and other fingerprint biometrics solutions to governments, law enforcement agencies and other organizations worldwide.I started thinking about the national security sector when the latest attempted attack on us happened. It only failed because of a brave

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-10399069723094603872010-01-05T13:56:00.000-05:002010-01-05T14:04:25.837-05:00

My pick for Q1 2010 is Banco Bradesco (BBD). BBD is a "giant bank for the little guy" according to Hoovers.com. As one of the largest banks in Brazil, serving low to moderate income families, this bank has on average tripled each year over the past 10 years. A $100 investment in BBD in 1999 would be worth 6 million dollars today -- think about that! Brazil is a hot market, and it's GDP is

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-35958042620470137482010-01-04T21:14:00.000-05:002010-01-04T21:39:25.936-05:00

The same approach was again taken to diversify sectors and this selection is close to home for our friend Eggman. I motion for AquaAmerica Inc. (WTR), a water distribution and waste water treatment company out of Pennsylvania. The company has began by providing running water to sinks, spouts, showers and sh:tters over 125 years ago and went public in 1971. Through a business model of municipal

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-75860902935917978312009-11-20T08:26:00.000-05:002009-11-20T08:40:57.145-05:00

Guys good morning. Since we launched over eighteen months ago, I admit I am much more dialed into market activity on a day to day basis. Not only is it a great way to make money, but daily market fluctuation is a great indicator of the state of our nation.Dell's numbers were released this week and "revenue was mostly lower on sales to large businesses, which tumbled 23% from a year earlier. Small

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com4tag:blogger.com,1999:blog-7800821988700778743.post-57662144262212587582009-11-04T23:24:00.000-05:002009-11-04T23:38:09.579-05:00

My pick for 4Q 2009 is Dell (Nadaq:DELL). We all know who and what Dell is so I'll spare you the full background. My reason for the pick is a mixture of a holiday gift play, and a play on the economic recovery in 2010. With the affordability of computers and with Dell's brand name, I think there will be solid sales in 2009's holiday season that will be realized when they announce their results

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-73933703331090149732009-11-03T22:02:00.000-05:002009-11-03T22:56:19.564-05:00

My stock pick for this final quarter of 2009 is Motorola (MOT). You may have heard of this company - they make cell phones. Say what you want about the quality of your moto of the past, I'm looking toward the future here. The smart phone war is full in effect right now and everyone is looking for the next iphone. Google launched its Android platform late last year to compete with the apple

Jimmy Chttp://www.blogger.com/profile/11656267435524729977noreply@blogger.com0tag:blogger.com,1999:blog-7800821988700778743.post-30029614743912644372009-10-30T19:57:00.000-04:002009-10-30T22:02:39.016-04:00

As we look at our fourth and final round of picks in 2009, take a step back and realize that we are amidst our eighteenth month of investing and chose to launch this club at the worst time to play the market of our lives. Sure we've taken a few punches, but we have also managed to flip some holdings for profit. Throughout the process, we have stuck to a Buffet-esque "buy-hold" strategy and built

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-33547756286235257682009-10-22T09:40:00.001-04:002009-10-22T09:41:19.389-04:00

NCR missed it's earnings and today has fallen hard. Do we panic? I think not - the long term potential for growth is still there and the company isn't in risk of collapsing. I think we roll with this punch and wait for the longer term upside.http://www.learningmarkets.com/index.php/200910226491/News-Feed/News-Feed/ncr-corp-falls-short-of-analyst-expectations-ncr-acs-csc.html

Patrick Flynnhttp://www.blogger.com/profile/18343287541931828404noreply@blogger.com1tag:blogger.com,1999:blog-7800821988700778743.post-71465048220396144542009-10-01T22:17:00.000-04:002009-10-01T22:20:42.083-04:00

I know our group has considered buying Comcast and we currently own GE. Well as we sleep, GE is working a deal with Comcast to spin of majority ownership of NBC Universal. I'll spare you the details as other TM members have likely noticed the buyout rumors, but this could impact our position in GE. If the deal goes, expect a 5-7% increase in our GE value. Certainly not enough to warrant a sale,

Money187http://www.blogger.com/profile/10837046109075104281noreply@blogger.com1