Posts

Showing posts from July, 2005

BOO to you too $11.75

Image
Consolidation breakout. Looking to add to Marketocracy account. Featured as a gold member pick on July 19th. Site subscription necessary to view commentary. DD as always, DJF

ANGO sell, TSN wavering

ANGO earnings 'up' but disappointment rules the day. Likely to fill at $23 for a modest 11% gain (well below the 24% prior to earnings). Never let profits slip. TSN is also wavering around its 20-day MA and if it doesn't recover soon this too will bite the dust. DD as always, DJF

Performance as of Jul 22nd

Image
FSPLR (yellow) m100 (grey) S&P 500 (light green) DJIA (olive) Nasdaq (light blue) Symbol Price Shares Value Portion of fund Gains Return Link CYCL $14.29 7,000 $100,030 9.63% $2,139.05 2.19% Breakout ANGO $25.60 4,850 $124,160 11.95% $24,499.78 24.58% Gold member ERES $14.50 5,130 $74,385 1.75% $2,139.05 5.41% Public list TSN $18.90 5,140 $97,146 9.35% ($2,313.00) (2.33%) Stockchart 'Gold member' stocks require a subscription to Fallondpicks.com to view

TSN to buy at open

Image
Working through a base following a break of resistance. Long term I would remain concerned about BSE but at least for now - this is a long play. http://biz.yahoo.com/ap/050715/tyson_foods_mover.html?.v=2

WFR to be sold at open

Image
Looking to get rid of WFR which appears in wont of a pullback. Volume into its recent advance has declined and a lower close Friday could precipitate a larger sell off. The stock featured as a free breakout play for June 9th and will remain in play until either its original stop ($13.49) or target price ($23.14) is reached - but for the purpose of my Marketocracy fund I have choosen to sell. DD as always, DJF

ERES added $13.75

Date Stock Order Shares Price Value July 5th ERES Buy 5,130 $13.75 $70,565 June 23rd PCU Sell 3,440 $41.45 $142,612 June 23rd NGPS Sell 3,870 $27.47 $106,335 June 16th CYCL Buy 7,000 $13.98 $97,890 June 13th PCU Buy 3,440 $43.49 $149,612 June 13th WFR Buy 6,510 $15.40 $100,254 June 10th ANGO Buy 4,850 $20.54 $99,660 June 7th NGPS Buy 3,870 $25.80 $99,873

Fund status as of July 1st

Image
FSPLR (yellow) m100 (grey) S&P 500 (light green) DJIA (olive) Nasdaq (light blue) No change in the positions - the flip to the sell side has limited new positions but I do like the look at ERES here. CYCL managed to break resistance as ANGO and WFR limp along. Symbol Price Shares Value Portion of fund Gains Return Link CYCL $14.92 7,000 $104,440 10.32% $6,549 6.69% Breakout ANGO $21.37 4,850 $103,644 10.24% $3,948 4.00% Gold member WFR $15.82 6,510 $102,988 10.18% $2,734 2.73% Breakout 'Gold member' stocks require a subscription to Fallondpicks.com to view

Archive

Show more