3SOF

21 Nov, 2005

Bought CHAR.OB double stake. Sold PWAV, GTE, TFSM, RNWK, ELN and EMKR.

I am watching: VLO

22 Nov, 2005

Bought VLO and UPL. Sold EGY and DEZ.

Did not like fall in CKCM. Set my stop at 24.99.

Holding about 50% cash and I am ok with that, irrespective of bullishness.

I am watching: CHK, SWIR, ATPG, BRVO

23 Nov, 2005

I dont know whether the turkey will be much tired at the weekend or me. Anyway, just writing little more.

Doubled CHAR and EPEX.

Holding: BRVO[1x], CHAR [4x], EPEX [3x], UPL [2x], VLO[2x], KCS [1x]

I would even like to add to KCS but may do so on next trading day. Good thing is that Energy Spider is now less attractive on the short list.

24 Nov, 2005

Good to see slammers in my locol Walgreen and got hold dozen of them. And they taste wonderful.

If you have not tried Hansen Natural's Grapes&Strawbery Drink, then you are missing something in life. And no wonder why HANS is leaping. I must say they have very quality products. I am kicking myself for not picking up HANS. But at current levels I wont dare to touch it.

25 Nov, 2005

Bought XSNX [its in Business 2.0 latest edition]. Anyway I am bullish on energy.

Doubled BRVO, Doubled KCS, Added more CHAR and bought back my stake in EGY.

Though I am heavily invested in Energy. I do have my stops. If thing goes the other way I may sell out. But I think I have to be bit patient with energy this time. I may be early but early bird catches the worm.  

Holding: CHAR, KCS, EPEX, BRVO, VLO, XSNX, UPL, EGY, CKCM 

I may sell VLO next week for small profit and put money somewhere else.

26 Nov, 2005

I think there is small move going on in energy stocks and it could be fake or real only time will tell. So to protect myself, I have some numbers to keep in mind for these stocks.

LAST        TICKER    FAULT POINT          52 WEEK STRATA            
========================================
101.28      VLO        97                           (104   -  117.25)    
54.93        UPL        51                           (55    -  60.02)
26.10        KCS        23                           (27    -  28.87)
24.98        EPEX      23                           (26.80 -  28.49)
5.14          CHAR      4.75                        (5.5   -  7.43)
4.18          EGY        3.8                          (4.21  -  4.84)
0.36          XSNX      0.28                         (0.40  -  0.51)

I am keeping BRVO unless it breaks down 0.5 on above average volume and CKCM breaks down 25 on above average volume. I intend to keep three best energy stocks for medium to long term but its the market to tell me which one, when and how much. At the moment I am dangerously overweight in energy but would quickly flip if see things changing. However, need little chilly weather and some big money again flowing back to the sector.

In passing, I am fully invested now, but if I come across any new opportunities I will put them here. But unless I am putting my money where my posts are it would only be academic.

Some charts to show XLE [energy spider] 5 days and 6 month move compared to QQQQ and DOW. XLE last quote on Friday was 51. Support is at around 48.5 and resistance at 52 and 55. So that may give some reference to one's exit strategy.

27 Nov, 2005

I track market via these indices and ETFs

QQQQ   NASDAQ
SPY   S&P 500
DIA   Dow Jones Industrial
============================
OIH   Oil Services
XLE   Energy
GLD   Gold
XLI   Industries
UTH   Utilities
============================
BBH   Biotechs
PPH   Pharmas   
XLV     Healthcare
============================
SMH   Semisconductors
HHH   Internet
BDH   Broadband
SWH   Software
WMH   Wireless
============================
RTH   Retail

They are very helpful if you are betting on a sector.

Master swing trader Alan Farley, is of the opinion that if OIH [on Friday 127.21] closes above 125 then it will signal a major breakout and could be start of next bullish move in energy sector. To read the complete article click below

http://www.thestreet.com/_yahoo/comment/swingshift/10254170.html

Goodluck all.

Thanks for the sector list, Stocky!    [Applause]  Where do you go to get a list of stocks in each sector and what are your methods for choosing the strongest in that sector?  Thanks!

28 Nov, 2005

Oooch. It really hurts. But the bet was on cold weather. Crude sunk and so did my portfolio. However, interestingly my key holding CHAR did not sink, albiet on low volume. I think the buyout date closing of Nelson Resources 12 Dec, may bring some windfalls for CHAR. Have to watch this one.

Sold EGY and CKCM. Hodling bleeding stocks of VLO, BRVO, EPEX, KCS, XSNX, UPL. Would be selling now.

Basonista I just like to read here and there. Nothing special. But if I found something interesting I put it here. Since joining my new job my free time has shrink. Starting January I will be going for my second MS and would be busy still more.

I have to now eat my words along with every sip of crude. Must say violated the diversification rule. But just have to wait what to do now.

30 Nov, 2005

Sold BRVO, KCS, XSNX. Bought NVAX, HEB and XING. I am holding CHAR and ok about it.

Holding: DHB, CHAR, NVAX, HEB, XING.

1 Dec, 2005

So crude gave me headache again. This time going up after I sold. Thats the reason I dont like commodities. However, I am still holding CHAR and though it did not move with the sector, I think once the move in sector goes, then all boats floats.

Did not trade today. Though had my eye on BCRX but GERN experience told me to wait atleast a day or two.

Goodluck all.

3 Dec, 2005

Could not write on Friday. Bought BCRX.

Dip in NVAX, XING and HEB was not nice but will hold them for now.

Holding: CHAR, BCRX, HEB, NVAX, DHB, XING

6 Dec, 2005

Sold XING. Bought some more CHAR. Though I am not sure which way the company will go after recent news but ppl knew that the news was coming. Given the bullishness in oil and valuation of CHAR I would be watching it. Though I am less enthusiastic about it then before. Wont like to see it going below todays low.

I intend to buy back ELN and may be CKCM. But wont like to buy at higher gap at open.

Goodluck all.

8 Dec, 2005

It gets really hard for me to follow the market. But I am staying put. Though today I sold all my open positions. Quite tired.

Goodluck all.

13 Dec, 2005
Holding (for short term)

AOB, MPS, NMGC, SIFY, XWG