My picks that I may buy tommorrow

[akclide]

sold CBM this morning It was just a $300 gain ,but I will take that over a little loss any day.
CBI has done great and is taking a breather today.
KNXA was a good buy .Moving fairly well today.
EdS is  alow mover but it is constantly gaining ground.
OSK has done really good this morning I will watch it today and may even take profits today.
ADDED MM this morning,do not like the vol.but let's see what happens.
SGP is not doing as good as I had hoped for it is a little in the red.I will wait another day or two.
MM jUNE 45 CALL PURCASED FOR 6.3

[akclide]

Current holdings
Calls:
CBI , good profit over 80%
KnxA over 75%
EDS very little up
OSK over 40%
MM close to even
Equity
SPG loosing a little

Looking at GDI
Has been working in a channel b/w 31-40/It closed at 40.01.Volume went up.I will have to confirm the price action But if it looks good monday morning I will be buying June 35 calls.

Other things to consider
Fwd. p/e 12.39
current ratio 1.882
lagging S&P 500 in 52 wk change
Earnings up
Guides higher
Looks like it can be a good trade.

[akclide]

Just sold my CBI calls very happy with the profits.
GDI price action is not favorable so I will pass on that.
Bought some CAT JUNE 72.5 calls for 4.3.
KnXA has good movement again.

[akclide]

Holding everything that I wrote about earlier.Lot will depend on CPI numbers.
Shopping list
Gpxm gold has taken a hit lately but I believe that is about to change.Weakness in dollar will continue raising the demand for gold.this is a small company that is engaged in gold mining.This is totally a speculative play so I would like to watch and if I decide to go in ,it will be for fairly short period.

ALJ a good refining play with a p/e of about 11.Refineries are going through shut downs causing a restricted supply.crack spreads are very high.Which will help the refiners to generate better bottom lines.Upgraded today by Lehman bros, broke out of a month long downward channel.

[akclide]

Sold EDS this morning just about broke even.
CAT still looking good holding
KNXA is pulling back but I believe this to be a minor correction holding
MM holding
OSK sold for about 25% profit.
SGP still holding
Still watching ALJ for entry.

[akclide]

Did not buy ALJ because some analyst decided to downgrade the refineries yesterday.
Trying to sell KNXA for 4.6
Holding MM,CAT and SGP.
Time to take a breather for day or two.See which way the chips fall.

[akclide]

I was able to sell Knxa for 4.6 which gave me about 33% Icould have made lot more.As long as it is green I do not want to get married to a stock.
I will watch the market as it evolves.Do like MS and FWLT here.
My stock portfolio has 25% in steel and it has not done much last few days . Shortage of steel and metal products is growing.The bridge that colapsed in San Fransisco recently can not be fixed in timely manner, reason given was that they could not find steel. Time to start looking at stocks in that sector for some quick profits.

[akclide]

CAT holding,Some idiot decided to downgrade.Sometimes I wonder how they come up with upgrades and downgrades.I believe they use such technical methods as
TAROT CARDS.
OLD FAITHFULL, PULL A NAME OUT OF THE HAT.
OR THE OLD, I HATE MY NEIGHBOUR'S CAT .SO ALL THE STOCKS THAT START WITH THE NAME CAT CAN NOT BE VERY GOOD.
Either way I will be looking to sell today or tomorrow and move on.Utilitie and their options are looking good today.Two names stand out EXC and PEG
EXC would be my choice as that is the company looking to start on a new atomic energy plant.Down .73 cents right now

[akclide]

Still holding CAT did not sell.
finally sold sgp.
mm still holding showed some promise friday.
Like CRDN for option play.IT did a pull back action friday for no good reason but profit taking.THis maker of light weight ceramic armor for soldiers has been looking good and with lots of talk about how lives of a few soldiers could have been saved with better armors should start some sparks in the price action of this stock.
Since I sold SGP,Idid buy vwpt and Home solution ,One more stock that comes to my attention is CHRD, Price hit 52 wk. high Friday.This software provider,primarily to Financial ser,Telecom,Retail sector, is in a very good position.Company has 71 M in cash and no debt.Beating analysts estimates and raising all kinds of guidence. Yet the stock only moved about 5% since the earning announcement on the 30th april.

[akclide]

i got in Crdn earlier.What a swing from a low of 64.5 this morning to 66.34 currently.Also bought Chrd this morning.After reading David's comments on Hsoa, I sold ,what few shares i had of Hsoa.
STLD is getting ready for another runup.Has taken it's breather,and filled up the gas tank.Watch this one.

[akclide]

Still holding CAT.
MM is in green not by much but it is in green
CRDN did great with it today and still holding/
CHRD moved a little,
Did not do anything with STLD,Just kept watching.
Like FTO a refinery play Fundamentally the stock is great better 5 yr. peg  than the industry average.
P/e 10.62
Top 20 in Barron's 500 this past Sunday.
Volume has a been up.
Gasoline usage season starts next weekend.Enough reasons for me to look at the calls.

TNL I like for a very strange reason something I picked up in the chart trend.In the past one year whenever the stock's M. avgs ie 10,20,30 are converging to turn downwards stock reverses and goes up and when they are converging to turn upwards the stock price starts fallin.This is on of those situations.Plus the fact that stock belongs in electronic sector which lately is showing strength and improvement.Companies financial strngth is not bad at all

IO technically is looking very good.Fast approaching it's 52 wk. high. Belongs to S&P 600 small cap which had a great move up today and is ready break out to it's all time high and beyond.

[akclide]

Cat still holding went up .66 today\
MM lost .39 still holding.
Crdn went down today, Just broad market action.
Chrd had another 3.7% move
FTO stayed almost all day before it ended up down for the day I got in towars the end of the day.
TNL stayed down all day before it turned green.Did'nt like the vol. still watching.
IO got in stayed green pretty much all day I went in at 15.25 so I am a little neg.
I would like to see what the numbers are for oil and gasoline before I decide to buy something else.

[akclide]

Took Profits on Cat and CRDN .
Everything else still holding.Bought July  in the money calls for toll brothers.Bldg. sector's chart shows a cup and a handle and breaking of the handle high.Toll is going to report earnings tomorrow.I think it is going to be a fair speculative play as I believe Toll will show that they have taken care of some of the inventory problems as that was the biggest issue last earning call.
MM should keep going up.Today's news about aquisition and the quick impact of that acquisition on their bottom line should bring it up.

[akclide]

Just bought some in the money July calls for PEG.I believe it is just a little pull back today.We should see oil prices going down tomorrow that shoul bring the price of Utility companies up including PEG.

[akclide]

current holdings that I have written about.
MM Still looking good
chrd down a little today.
IO in green
bought TOL calls
Bought peg calls
Towards the end of the day added SId .
Mr Green Spank's comment brought most of my portfolio down but tomorrow is going to be a higher day,Bulls will have the S&P in the record territory before the long weekend.(positive thinking)