3SOF

30 Oct, 2005

Thanks elite, I appreciate it.

Tomorrow's going to be Halloween [hope i spelled it write], so have fun at party.

Some good technical plays are:

SWIR, JDAS and ARBA. These are picks from a famous newsletter [wont quote its name but will add more if I am buying anything from the suggested picks].

1 Nov, 2005

Sold all my DRDF. Reason I dont know but I just want to be out of penny land for a while and into some bigger stock. The killing volatility in market enticed me to take positions in the following slow breeders:

VLO, MGI, AAI, RDCM from 3SF and

YELL, GPN, SRCL, ADVS from my another subscription.

Still have about ten positions worth of cash. Will wait and see.

I am watching: ET, BRVO, WFMI, IVIL, RHAT and JCOM

Goodluck all.

2 Nov, 2005

Well now thats called bullish reversal and I was buying like a mad guy. I bought at open:

AAPL, SNDK, TEVA, SBUX, NBIX, TIE, TNE.

So holding now:

Tech H/W:   AAPL, SNDK
Tech S/W:   ADVS
Telecom:     RDCM, TNE
Finance:       MGI, GPN
Medical:       NBIX, TEVA, SRCL
Energy:       VLO
Metals:        TIE
Transport:   YELL, AAI
Resturant:   SBUX

Its after very long time that I am feeling good about whatever I am holding. I have three positions left and would like to buy picks from the competition

And I am seeing that mid and big cap after year of underperformance may be good place to park your money.

But I would be taking profits along the way. I am not forgetting the choppiness and the pain that comes with it. The first to go may be losers or least profitables. I dont appreciate playing earnings. So may out of plays which has earnings near.

I am watching CKCM, IVIL, LSCP, BRVO, WFMI

Goodluck all.

3 Nov, 2005

SOLD ALL with some quick profits.

Nothing bearish but just hit another milestone and I wanted to clear my head and put all the money in my pocket. I am also very much interested in picking stocks from the competition. So need deep pockets for that.

Watching BRVO, CNXT, JNPR, KFRC, KCS, UPL

Goodluck all.

9 Nov, 2005

I have been hell of busy over the week at work (infact I am still are). I did some buying today in BRVO, XWG and earlier in PAX, CKCM and AOB [though I sold AOB today].

I am not able to concentrate much but getting into right stocks could mean cash pile. I will put some bullish stocks here later.

Oil and gas stocks are the one we should keep an eye on. They may be good shorts at the moment  but I dont think that weakness in the sector will persist for long time. They may come back with vengeance. I would be keeping eye on UPL, KCS, CHK, VLO and EPEX. Though wait for a while.

Watching: SBAC, ADPT

10 Nov, 2005

Quoting Ashbaugh

"While the markets are near-term extended, and due to consolidate following a strong one-week run, the real takeaway technically speaking is that the longer-term market backdrop has changed. Until proven otherwise, this is a market to buy on pullbacks to support".

I am looking forward to some buys. Will see what David has on menu.

Got into SOHU, AOB, TIII, DROOY, HQSM.

11 Nov, 2005

Sold AOB [get some more fast out of the fast one], DROOY

Added more TIII [now holding really big position in this one]

Holding: BRVO, XWG [I am not worried about dip in it, this one is way undervalued and a fast mover], PAX [would sell near original 1.15 target], CKCM, HQSM and SOHU

I am ok with all my holdings. I will be watching 3SOF Fast for further buys. I think SOHU and XWG both could pop up any time soon. BRVO and HQSM are dependent on the earnings and I will be watching them. I was too lazy to sell PAX and now I think that I may have better sell price then todays close. CKCM reminds me of SNDK. It has potential to double from its todays closing quote. So if you think you missed the move you are wrong. There may not be another dip So come aboard, CKCM.

And I am putting my max money in TIII, this one is a real mover. Lets see what Monday has in store.

12 Nov, 2005

Yesterday while back from work I noticed Gas station selling gas good two quarters below where I used to fill the tank in hurricane furry days. Add to it the coverage of how big oil has fooled ppl and pushed prices up on local TV and you could see why energy sector despite being undervalued is not popping up. I still think its good to keep these stocks on the watch. The best in the group are familiar names UPL, CHK, KCS and VLO. Just keep watching them. I dont know when the trend will reverse but whenever it does I need to grab some.

I particularly like the 3SOF fast. I dont have the luxury to watch the market but it seems that this is the best portfolio in bullish markets and the best place to put ones money in. If things changes then this could give us some fast moving shorts. Just kiddin' I dont have guts to short any stock.

Technically, ELN is near breakout, if it does not gap higher on Monday, it could be a good buy.

14 Nov, 2005

Sold all but CKCM. ELN was a good buy today as I said but I missed it. 3SOFast is more fascinating after TIII nice gain today.

Watching EPEX, PD

15 Nov, 2005

Bought double position in ELN and quarter position in BRVO.

16 Nov, 2005

Bought PWAV and EMKR [both 1.5x positions]. I am watching BRVO with interest and would increase my position sooner.

Oil and gold stocks are again raising heads. I have to watch them now with buying interest.

Will wait for opportunities and setup. I am not rushing in.

17 Nov, 2005

Gold is on the brink of breakout. Its best to get into fast movers in the group. I may add small position in USGL and full position in HMY.

Also oil though technically weaker is amassing stregth. I missed on EPEX, UPL, VLO and KCS [my four favorite in the group] but would like to buy them even at higher levels now.

I would sell PWAV if closes below 12.35. For EMKR the sell is close below 5.55. Will hold CKCM and BRVO.

BOUGHT EPEX, KCS, DEZ, GTE.  My order on USGL did not fill and I am not chasing the stock.

18 Nov, 2005

Totally exhausted at the end of week. woofh..

Bought today RNWK, TFSM, EGY[marketocracy top pick], and raised stake in BRVO to full position.

Now DEZ is underperforming but its only matter of time that GOLD moves.

Holding:

DEZ,  BRVO, ELN, GTE,

EGY, EPEX, KCS,

TFSM, RNWK, CKCM, EMKR, PWAV

19 Nov, 2005

Once again its calm Saturday here. I could not sleep enough, just to enjoy this calmness.

Market is strong and full of opportunities. However, its always good to be careful out there. My first priority has always been preserving the capital and at times it has resulted in missed opportunities. But atleast it keeps me and my portfolio saner if not overly exciting.

Also USGL, again gained a lot on Friday. Had I not sitting on a very big position in DEZ I would have jumped even at higher levels. If the gold stocks pull back and for that matter USGL too pull back then its a good buy. Though it does come crashing down when the sector comes down. True for all high betas.

Quoting Alan Farley: "In past years, the market has seen dramatic moves when approaching Thanksgiving in a bullish frame of mind." However, I will again readjust my portfolio in the strength. Energy may take a hit, and tech may fly, but the point is to keep head cool and execute your strategy, whatever that is.

20 Nov, 2005

Its going to be thinly traded week. With the mood swing is toward shopping I will be myself hunting for some bargains. WSJ syas that the nation is obssessed with coupons and rightly so, when you see your mail box stuffed with all the goodies its hard to resist. However, the best place I found to shop is Internet, and the best site to look at bargain is pricegrabber.com [especially for electroncis and computers stuff].

As for stocks I am particularly interested in SWIR if it does not open higher.

Most energy stocks are showing double bottom on ascending trendline. I am looking for good low P/E, high growth stocks in the sector. The best that comes to my mind is still VLO. Also not to left behind is CHAR.OB. Technically ATPG is the best performing in the energy sector. Now this shows there is so much good stuff out there. Though you have to wait for chilly winds to start blowing. I may keep just three names among the list of about six. I already own EGY, EPEX and KCS.

I would like to get my foot out of tech in the next couple of week. CKCM is still hell of cheap vs its growth and future potential, I would be keeping it atleast till the year end.

About Gold, I will quote analysis of Michael Ashbaugh:

"As a rule, gold is considered a leading indicator of inflation because the supply is relatively fixed, making the price sensitive to small increases in demand. So gold strengthening is consistent with rising inflation and the prospect of higher interest rates. From a technical standpoint, the uptrend that started June 17 has been confirmed, with the Gold & Silver Index now challenging eight-year highs".

See his illustrated chart below: