My picks that I may buy tommorrow

[akclide]

Did not buy IBTYA call as it was high in the morning and than I had to leave .
SWKS Now at 7.27 buy was at 6.05 currently showing 20% profit.
AMTD  21.50         buy was at 21.25
Rhat went back to almost breakeven
UMC now at 3.62 buy was at 3.47
CRUS now 8.41 buy was at 8.43
Sanm now at 4.11 buy was at 4.12.
No new buys till next week

[akclide]

still a hold on everything.
Like RSTO for tomorrow.It is not the most charming stock or industry,but the momentum is swinging it's way.
Restoration Hardware, Inc. and subsidiaries is a specialty retailer of hardware, bathware, furniture, lighting, textiles, accessories and related merchandise that is authentically American. The Company also operates a direct-to-customer sales channel, which includes both catalog and Internet, and a wholly owned furniture manufacturer. As of January 29, 2005, the Company operated 102 stores and one outlet store in 30 states, the District of Columbia and in Canada. During the fiscal year ended January 29, 2005 (fiscal 2004), the Company opened one traditional retail store, remodeled another and opened its first outlet store.
Recent Insider Trading Activity: Restoration Hardware, Inc.
Date Name Transaction Num Shares Price(s) Value
12/09/05 KREVLIN GLENN J Purchased 159,462 $6.51 1.04 Mil
12/07/05 KREVLIN GLENN J Purchased 340,381 $6.48 2.20 Mil
12/01/05 KREVLIN GLENN J Purchased 122,613 $6.09 747,007.44
11/28/05 KREVLIN GLENN J Purchased 40,800 $5.51 224,808.00
10/12/05 KREVLIN GLENN J Purchased 117,458 $5.46 641,896.25
09/23/05 HAMER ROBERT C III Purchased 15,000 $6.32 94,800.00
06/30/05 BENSON MARTA H Sold 6,000 $8.00 48,000.00
06/23/05 BENSON MARTA H Sold 4,000 $8.00 32,000.00
06/22/05 BENSON MARTA H Sold 5,500 $8.00 44,000.00
06/21/05 BENSON MARTA H Sold 5,500 $7.92 43,560.00
06/06/05 KREVLIN GLENN J Purchased 100,000 $7.12 712,400.00
04/11/05 KREVLIN GLENN J Purchased 120,000 $6.01 720,600.00
5-Apr-06 KREVLIN, GLENN J.
Director  7,400 Indirect Purchase at $5.605 per share. $41,477
4-Apr-06 KREVLIN, GLENN J.
Director  39,622 Indirect Purchase at $5.59 - $5.5995 per share. $222,0002 

Shares Short (as of 10-Mar-06)3: 3.70M
Short Ratio (as of 10-Mar-06)3: 16.7
Short % of Float (as of 10-Mar-06)3: 10.90%  possible short squeeze
Shares Short (prior month)3: 3.47M

[eliteG]

Really nice work here ak!    RSTO has a really nice setup.. goodluck 

[akclide]

Thanks G

[akclide]

Rsto still watching ,low vol. and downwards move.let's see what happens

[akclide]

In at 5.95       RSTO

[akclide]

swks is 7.17 I will be selling this tomorrow.
Rhat put sold at a $100 loss.
Umc will sell if starts off week in the morning.
Crus at 8.44 purchase was at 8.43
Sanm has dropped.09 or about 2% since purchase will hold for now.
Amtd is about 1% below the buying price i will still hold .
Bought Rsto 5.95 close today at 6.13
No new buys for tomorrow.

[akclide]

sold swks for 7.2 for a 19% gain
As planned sold UMC for 3.55 made only 2 % better than loosing.
Sanm lost another 2%.
Amtd down to 20.69
crus is at 8.35.
rsto showed very good strength early in the morning but than came back,still finishing up for the day todays close was at 6.26.
Nothing new for tomorrow.

[akclide]

Nothing much has changed in the market todays move was nothing to write home about.
Amtd slipped furthur to 20.58
CRUS Is basically teasing slipped anothe .02.
Sanm Gained .02 whoopty do.
RSTO still looking good although it lost .08 it is still in green.
2 stocks today.
NAPS:


 

Piper Jaffray maintained an "outperform" rating and $6 price target on Napster after the company announced Thursday that it will exceed its previously provided guidance for its fiscal fourth quarter.

"Today's positive preannouncement shows that Napster subscription adds are tracking ahead of plan and provide us with more confidence that the company will remain healthy as it works to launch the new Napster.com," wrote analyst Gene Munster in a Thursday research report.

Napster (nasdaq: NAPS - news - people ) indicated that revenue will exceed $26 million, while current Street consensus calls for $25 million. The net loss for the quarter is expected to be "substantially better" than the company's current guidance range. The total subscriber count in the quarter grew to more than 600,000. Munster had been modeling for 573,000 at quarter's end.

The company also exceeded the analyst's expectations on expense control in the quarter. Cash and equivalents at the end of the March quarter were more than $103 million. Munster was expecting a cash balance of $96.1 million.

Napster will report final fourth-quarter results on May 17

UTSI:
Total Cash (mrq): 511.22M
Total Cash Per Share (mrq): 4.231
Total Debt (mrq): 501.30M
Total Debt/Equity (mrq): 0.51
Current Ratio (mrq): 1.816
Book Value Per Share (mrq): 8.184

Shares Short (as of 10-Mar-06)3: 17.12M
Short Ratio (as of 10-Mar-06)3: 13.6
Short % of Float (as of 10-Mar-06)3: 15.10%
Shares Short (prior month)3: 19.38M

Shares of UTStarcom (UTSI:Nasdaq - commentary - research - Cramer's Take) rose 8% after the company issued a bullish first-quarter forecast. "We are enthusiastic about the customer traction we are seeing for our product portfolio so far this year," the company said. "In fact, we are particularly pleased with shipments in the first quarter of 2006 and believe that Q1 shipments for the Personal Communications division will exceed those of the first quarter of 2005." The company, which is attending the CTIA Wireless 2006 conference in Las Vegas, added that it has also "shipped more UTStarcom manufactured handsets already in 2006 than we did in all of 2005." Shares were trading up 57 cents to $7.27

[akclide]

Amtd  closed 20.77
Crus    Closed 8.35
Sanm   Closed 3.96
Rsto closed 6.12
Naps had a great  day in at 4.14 closed 4.44
Utsi showed some promise in at 6.75 closed 6.82
I will be posting my picks and my thoughts on the market this weekend as market is closed tomorrow.

[akclide]

Markets have been choppy at best.Future looks to be heading towards downside but it is hard to say.It has been like a seesaw up one day and down two.Hard to make money if you are diversified and easy to loose money if you are concentrating on one or two industries.Telecom,and semi conductors had a good run up and are now showing sign of weakness,Metals and mining are still showing strength but one has to wonder ,how much longer?.Energies will be strong in the near future but I have a hard time picking stocks as most of the good companies are up there in price already I did like EPL though,as it seems to have a little room to go.Gas should pick up strength going into summer.Historically gas has always been around 1/6th of Oil price  but that is not the case anymore so I believe that gap has to be filled somewhat and as I don't see oil prices slipping too much i will have to favour gas to go higher.

The new picks for Monday.
TUNE
earnings scheduled for April 27th
Miles Flint, the president of Sony Ericsson, says that television on mobile phones will become a mass market feature in a couple of years. Uncertainty over which of the seemingly endless array or technologies will emerge as the standard, could slow down the development. "We see that coming, but I don't think that it is going to be a real volume market in 2006. It is certainly on the horizon," said Flint. He suggested that 2007 or 2008 is when it will really take hold
Although this is a semi conductor stock .It is a specialized manufacturer.

Next one is KOPN
Diversified electronics.
Kopin Corporation engages in the design, manufacture, and marketing of Gallium Arsenide-based heterojunction bipolar transistor wafers (HBT transistor wafers) and other commercial semiconductor products. The company offers HBT transistor wafers to telecommunication providers for use in cellular phones, wireless fidelity, voice over Internet protocol, and high-speed Internet data transmission systems. It also provides display products under the brand CyberDisplay. The company's CyberDisplay products are used in various consumer electronics and defense systems, including camcorders, digital cameras, personal video eyewear, and thermal weapon sights. Kopin sells its HBT transistor wafer products directly to integrated circuit manufacturers in the United States and Asia, and consumer electronic CyberDisplay products both directly and through distributors to original equipment manufacturers. The company was co-founded by John C.C. Fan. Kopin Corporation was incorporated in 1984 and is headquartered in Taunton, Massachusetts.
This is a small company with better results than the industry average.
KOPN EMKR HIT RFMD Industry
Market Cap: 367.08M 493.29M 23.97B 1.59B 220.32M
Employ­ees: 313 650 323,072 2,570 563
Qtrly Rev Growth (yoy): 35.10% 47.90% 6.40% 23.10% 18.10%
Revenue (ttm): 90.30M 140.53M 78.07B 694.77M 82.69M
Gross Margin (ttm): 31.29% 18.23% 22.24% 34.23% 30.89%
EBITDA (ttm): 12.73M -3.83M 6.92B 63.82M 7.20M
Oper Margins (ttm): 10.03% -12.54% 2.66% -0.36% 4.68%
Net Income (ttm): 12.11M -22.98M -183.73M -45.08M 928.78K
EPS (ttm): 0.166 -0.220 -0.57 -0.239 0.13
P/E (ttm): 32.23 N/A N/A N/A 32.36
PEG (5 yr expected): 3.06 N/A N/A 1.69 1.39
P/S (ttm): 3.91 3.37 0.31 2.26 2.12

[akclide]

Amtd down again, closed 20.39-buy was at 21.25 8% rule will sell this one at 19.55.I am still optimistic.
CRUS closed at 8.22 bought at 8.43 a little disappointed but will hold for now.
Sanm
closed at 3.94 bought at 4.12 again 8% rule will sell at 3.79 still hold
RSTO stayed flat for the day There is not al ot of scenerios that can move this stock this was a pure momentum stock and did move fairly good one day but I did not sell.It is still showing a little profit so unless something fabulous happens to move this stock in the morning I will cash it in and move to something else.Still think it is a good stock to hold,but it is not for me.
NAPS had a little pull back.Bought at 4.14 closed at 4.2
UTSI bought at 6.75 closed today at 6.58
Tune bought at 5.95 closed today at 6
KOPN bouught at 5.35 closed at 5.53
Tomorrow will be a watch day for me .Few stocks I do like SLW,KGC only problem is that they had very good day today and might pull back a little tomorrow.I don't want to chase them so I will stay on the side line and watch
However I will look at playing BUCY as a call option.Today Cramer had a segment on metals and mining and he mentioned JOYG and CAT.BUCY is a direct competitor and Cramer has a lot of die hard fans.
JOYG BUCY CAT MX Industry
Market Cap: 8.14B 1.64B 51.29B 5.36B 1.32B
Employ­ees: 7,900 2,125 85,116 22,178 3.06K
Qtrly Rev Growth (yoy): 48.00% 33.90% 12.60% 25.50% 14.80%
Revenue (ttm): 2.11B 575.04M 36.34B 5.11B 616.07M
Gross Margin (ttm): 29.26% 23.90% 24.80% 26.32% 23.90%
EBITDA (ttm): 359.15M 88.52M 5.35B 521.92M 88.52M
Oper Margins (ttm): 15.10% 12.88% 10.44% 7.77% 9.31%
Net Income (ttm): 182.98M 53.56M 2.85B 215.55M 39.08M
EPS (ttm): 1.501 1.714 4.044 1.71 1.50
P/E (ttm): 44.08 30.36 18.90 22.13 26.70
PEG (5 yr expected): 1.41 0.74 1.55 N/A 1.41
P/S (ttm): 3.84 2.82 1.42 1.04 1.25

[akclide]

What a day.
AMTD closed at 20.89 still in red.
sanm 4.01                  still in red.
RSTO closed at 6.30 unfortunately I sold it earlier for 6.19 buy was 5.95 4% profit.
Naps closed at 4.15 which brings me to around break even I will sell if it goes below 3.95.
UTSI closed at 6.83 buy was at 6.75 so now I am in green.
TUNE closed at 6.33 buy was at 5.95.
KOPNclosed at 5.68 bought at 5.35.
Bucy would have been a good one but I hesitated to pull the trigger and than it was too late,so I walked away from it.
Tomorrow I will be looking at PPP (pogo petroleum)Technically it looks fair but what I noticed was the valuation as compared to it"s competition.
PPP curent p/e 4.26 and forward p/e 7.94.I will use 7.94 as the number for my calculations.
P/E Industry average for the competition 15.26.
Fair p/E conservatively speaking is around 11.(XOM,BP,)

PPP current price 52.54/7.94(p/e)=6.617x11(avg p/e)=72.78
So the fair value lies somewhere around $72.
Than there is the news about POGO buying Latigo petroleum which will increase Pogo's reserves.One good thing about Latigos reserve is that they are one half oil and one half gas.

Another piece of good news that came out on the 5th of APRIL.

Sharing Contract for Block 124 Offshore Vietnam
Wednesday April 5, 5:42 pm ET


HOUSTON, April 5 /PRNewswire-FirstCall/ -- Pogo Producing Company (NYSE: PPP - News; "Pogo") announced today that it has signed a Production Sharing Contract for Block 124 offshore Vietnam in the Phu Khanh Basin. Pogo will serve as operator of the block and will have a 100% working interest. Vietnam Oil and Gas Corporation ("PetroVietnam") reserves the right to elect to participate in any oil and gas discovery with up to a 20% working interest upon declaration of commerciality.
ADVERTISEMENT


Block 124 covers approximately 1,480,000 acres and abuts the eastern coastline of Vietnam, northeast of Ho Chi Minh City. The exploratory phase of the contract is seven years, with a firm minimum work program during the first three years that includes the acquisition of new 3-D seismic data and the drilling of two exploratory wells. The exploratory phase is followed by two optional two-year periods during which a well must be drilled in order to retain the acreage. Pogo has acted promptly, with the vital cooperation of PetroVietnam, to begin acquiring some 850 square kilometers (209,000 acres) of 3-D seismic data as early as the third quarter of this year.

Pogo's Chairman and Chief Executive Officer, Paul G. Van Wagenen, said, "Pogo's preliminary analysis of prospectivity, utilizing existing 2-D seismic data, indicates the presence of several promising leads in Miocene and Paleozoic age rocks. We are pleased to be able to accelerate our 3-D seismic data acquisition program in order to explore this promising and high-potential block at the earliest possible time."

Pogo Producing Company explores for, develops and produces oil and natural gas. Headquartered in Houston, Pogo owns approximately 3,885,000 gross leasehold acres in major oil and gas provinces in North America, 1,044,000 acres in New Zealand and 1,480,000 acres in Vietnam. Pogo common stock is listed on the New York Stock Exchange under the symbol "PPP."

[akclide]

Another good day.
I should have picked BUCY yesterday It had a huge move today,but I didn't.
AMTD 22.10 in green finally buy was 21.25
Sanm 4 still in red It has to cross 4.12 to make a substantial move to the upside.
Naps 4.34 buy was at 4.14
UTSI 7.06 buy was at 6.75
Tune 6.62 buy was at 5.95
KOPN 5.53 buy was at 5.35
PPP 53.61 buy at 52.48
CRDN looks great for tomorrow
Ceradyne, Inc. engages in the development, manufacture, and marketing of technical ceramic products, powders, and components for defense, industrial, automotive/diesel, and commercial applications in the United States. The company's products comprise lightweight ceramic armor for soldiers and other military applications; ceramic industrial components for erosion and corrosion resistant applications; and ceramic powders, including boron carbide, boron nitride, titanium diboride, calcium hexaboride, and zirconium diboride, which are used in manufacturing armor and various industrial products. In addition, it offers evaporation boats for metallization of materials for food packaging and other products; ceramic diesel engine components; functional and frictional coatings primarily for automotive applications; translucent ceramic orthodontic brackets; ceramic impregnated dispenser cathodes for microwave tubes, lasers, and cathode ray tubes; ceramic crucibles for melting silicon in the photovoltaic solar cell manufacturing process; and ceramic missile radomes for the defense industry. It serves primarily the U.S. government and prime government contractors, as well as industrial, automotive/diesel, and commercial manufacturers in domestic and international markets. Ceradyne was co-founded by Joel P. Moskowitz in 1967 and is based in Costa Mesa, California.


It is an expensive stock so I will try to buy call I would look for a pull backMay 50 call is sitting at 7.3 which means I will have to pay 1.3 as the time value I would prefer not to pay more than 1 for time value and buy around 7 but I will have to see how it acts in the first 30 min.

[akclide]

Summary:
  I started writing about some of the stocks I will buy tomorrow on March 16th.
Scln gain           23%
Ciph Lost         ( 22%)
WTSLA gain         4%
Swks    gain         19%
extr     loss        (8%)
utsi      gain        2%
rsto      gain        2%
still holding
AMTD CLOSED     1%
CRUS                   6%
NAPS                   1%
SANM                 (1%)
utsi                      6%\
tune                   15%
KOPN                    4%
ppp                       2%

keeping it dollar weighted. that is 3.6% gain in a little over a month.Starting monday I will get a little more aggresive and see what I can accomplish in the next 30 -35 days goalwould be to make 8-10 %