08/25/2005 - Shoot!

Well, --- I got out of Citigroup. I thought we were onto something here. The stock picked it head up last week and showed some strength. This week, not so. Looks like investors are not sure about the new leader at C. We all know how the Market hates uncertainty. True, change is sometimes good but on Wall Street, investors want to get a good idea about the direction a company will take. That is where we are now. I am not in the "hoping" business. I sold with a small loss and will go in again if things look better.

08/16/2005 - What I think now.

OK, DPZ is showing weakness. I sold my position. It may be basing but I have a 25% gain and will lock into that now.

MOT id showing weakness. I sold my position for a small gain. 22$ a share was a magic number for that company. The stock had a nice run up the prior weeks. Can't go like that forever.

C, I like this company and bought at $43.73. Stock is showing some good strength the past few days.

08/10/2005 - Citigroup and DPZ

C
Citigroup has hit a major support point. It will be interesting to see what happens here. If C goes any lower new support will be established. I would like to see the stock pick its head up and pop a few points. I am keeping an eye on this one.



DPZ

So what do you think will happen to DPZ? The stock had great earnings last qtr yet the Street did not reward it at all. I know, disappointing. I think the Street is waiting to see what mgmt has up its sleeve to keep earnings going. I know Bain Capital probably went in and has expanded the margins the best they could by tweaking the technology and maybe negotiating with suppliers. We have to see how DPZ comes up with new ideas to create more sales. Will they start serving breakfast in bed? Will they make hot dogs and cheese burgers? Beats me?

08/04/2005

08/03/2005 - You gotta love this Market!

The one thing that you can count on is that you can never figure out how the Market will react, at least I can't. What am I talking about? Lets talk about two live examples, DPZ and MOT.

DPZ came out with great earnings for the last qtr and what did the stock do? Went down. On the other hand, analysts are telling us that MOT is fairly valued at $21., yet the stock keeps going up.

You can't do anything about it but you have to be open minded to succeed in the Market.

From the Yahoo Message Board, a chap wrote:

They guided down on the full year. With the new regulations of FD (Full Disclosure), the Street reacts more to guidance then quarterly results. Prior to FD, the quarterly results drove price increases and guidance was the extra push, assuming that it was positive. If it was neutral, the Street knew that it would have access to feret out results during the active quarter. That's all changed now.

Makes sense to me. The company said they will have earnings of 13-15%. The PE is at 25. Could be price a little high. Lets see what happend tmwr!

08/02/2005 - DPZ

08/02/2005

You may remember my posting about DPZ in April. The stock has had a nice move up so far. It is up about 25% since I mentioned it. I think this stock is forming a base now. I do not want to make any quick moves but I am keeping and eye on DPZ. Is it basing or losing steam?

08/01/2005 - OTEX - strength?

08/01/2005

OTEX, stock is showing strength. Too early to tell how much strength there is though. Keeping an eye on this one though. Sell poiunt on this would be at about $11.65.

MOT seems to be doing OK after BOA's downgrade. The stock was up $.34 today. BOA really did not say anything. They must have had a deadline to publish a report and they could not come up with anything to say.