Wednesday, August 30, 2006

August 30th - Trade Secrets

Get With The Program

Bolling
10, 20, and 50 day moving averages.
Once they are all crossed its a buy.
Head and Shoulders Chart Pattern - Technical Analyssis (Charting)
PG Procter & Gamble Co. is an inverted Head and Shoulders

Strazzini
Old Economy vs Growth Names.
Know the trends.
Know the earnings growth.
If a stock is underperforming in a sector and it rallies intra-day, short the underperformer.

Macke
Following fundamental momentum.
If key metrics for Sector are bad, get out.

Adami
Looks for double tops and bottoms - helps sets stops
Example: AW Allied Waste Industries Inc.
Looks for short interest on double bottoms for buying.

Get With The Program

Bolling
Commodities – Exchange Traded Funds
Fan of shorting the Dollar
Use the Stop-Loss – move the stop based on volatility

Strazzini
Doesn’t use Stop-Loss

Macke
Don’t play Index Options
Buy when the stocks are beaten down.

Adami
Don’t buy all at once and accumulate gradually.
Call Options
Allow the good trades to work for you and get out of the bad ones.
Look at Volume Trends:
High volume up day – Sell long position
High volume down day – Cover short positions

Stocks on Sale – 10 Year Outlook

Bolling
Buy “Water” Names
VE Veolia Environnement SA
SZE Suez
PHO PowerShares Water Resources
INSU Insituform Technologies Inc.

Strazzini
Buy AIG American International Group Inc.

Macke
Buy SWY Safeway Inc.

Adami
Buy CAT Caterpillar Inc.

Guest: Dr. Simring - Psychologist

What makes a good Trader:
Athletes tend to make good traders.
Ability to see the “whole field”
Seek objective advice on a losing trade.
Understand that loss is inevitable.
Have a “coach” and don’t do it all yourself.

Final Trade

Macke
Don’t trade hurt – go home

Strazzini
Options Players:
Sell calls when stocks gaps down at the open

Adami
Bring the energy and do your homework

Bolling
Discipline
Cut losers
Let winners run

Wednesday, August 23, 2006

August 23rd

Front Page

Bolling

Buy XHB SPDR HMBLDRS ETF

Short IYR ISHARE DJ R EST INX

M&A Trade: Commodities - SLW SILVER WHEATON CORP
(Macke Disagrees)


M&A Trade: CPO CORN PRODUCTS INTL

Stick with American Stocks on news of the Iran crisis
Buy DVY ISHARES DOW SEL DIV

Strazzini

Buy TRI TRIAD HOSPITALS INC

Buy KLAC KL A-TENCOR CP
Small Caps will underperform

Macke
Don't buy Home Builders

Market is running out of steam - Take Gains


Adami

M&A Trade: Buy CLX CLOROX CO

Buy GD GEN DYNAMICS CP

Buy LMT LOCKHEED MARTIN CP

Sell now and pick up some later AMD ADV MICRO DEVICES and Trade it

Winning Picks

Bolling

CVA COVANTA HLD CP up 17% in a month

Strazzini
CSCO CISCO SYS INC up 18% in a week

Macke
BGP BORDERS GROUP INC up 7% in a month

Adami

AMG AFFILIATED MGRS GRP


Sector Trade

Bolling

Buy CAG CONAGRA FOOD INC

Buy ADM ARCHER DANIELS MDLND
Orange Juice Commodity and Coffee

Strazzini
Wheat and Soy Beans


Adami

GIS GEN MILLS INC January $50 Puts ($0.85)


Timing The Ticker


Bolling
Sell SKS SAKS INC

Buy BHP BHP BILLITON LIMITED
Stay Away From Big Oil

Sell PTR PETROCHINA CO ADS

Buy CBS CBS CORP CL B


Strazzini
Buy IBM INTL BUSINESS MACH around $75


Macke
Sell SKS SAKS INC

Stay away from IBM INTL BUSINESS MACH

Sell KBH KB HOME

Adami

Sell SKS SAKS INC

Buy at BHP BHP BILLITON LIMITED at $39.50

Trade stocks like KBH KB HOME due to high short percentages

Buy CBS CBS CORP CL B at 26.50


Fast Fire - Bad Picks


Bolling
GLD STREETTRACKS GOLD TR down 4%. Still likes Gold.


Strazzini
CVH COVENTRY HLTH CARE down 4%. Still likes the stock and health sector.


Macke
SVU SUPERVALU INC down 13% still like the sector.


Adami

GW GREY WOLF INC
Down 6%. Stop out below $7 and re-evaluate.


Lenny
Dykstra - Guest Analyst


Buy LIPD LIPID SCIENCES INC

Deep in the money calls on HLX HELIX ENERGY SOLUTNS December $30


Stocks on Sale


Bolling

Buy LTR LOEWS CP


Strazzini

Buy JEF JEFFERIES GROUP INC


Macke

Buy MDT MEDTRONIC INC


Adami

Buy GHL GREENHILL & CO

Wednesday, August 16, 2006

August 16th

Front Page

Bolling
Buy SPY
SPDRs
Buy QQQQ NASDAQ 100 Trust Shares
Buy Brokers
Buy HPQ Hewlett-Packard Co.
Buy DELL Dell Inc.
Buy CSCO Cisco Systems Inc.
Buy AEOS American Eagle Outfitters Inc.
Buy PSA Public Storage Inc.

Strazzini
Buy Large Cap International Banks
Buy
IXG iShares S&P Global Financials Sector
Soft Commodities (Rice, Soybeans, Wheat)
Buy ADM Archer-Daniels-Midland Co.
Large Cap tech is back
Buy CAB Cabela's Inc. into the fall season
Buy CHS Chico's FAS Inc. into the fall season
Sell Covered Calls into 2007 for Home Builders
Sell XHB
SPDR Homebuilders
Buy ICF iShares Cohen & Steers Realty Majors

Macke
Buy
ERTS Electronic Arts Inc.
Buy ATVI Activision Inc.
Buy HPQ Hewlett-Packard Co.
Back to school trade is on:
Buy ANF Abercrombie & Fitch Co.
Avoid Home Builders

Adami
Buy NEM Newmont Mining Corp. December 45 Puts for $1.35
Buy HPQ Hewlett-Packard Co.
Buy ANF Abercrombie & Fitch Co. but not worth the 14% gain today.
Buy CWTR Coldwater Creek Inc. as the next ANF
Buy CT
Capital Trust, Inc.
Buy GLYT Genlyte Group Inc.

Winning Picks

Adami
CT Capital Trust, Inc. up 7% in 1 week
Strazzini
PD Phelps Dodge Corp. up 5 points in a week
Macke
TM Toyota Motor Corp. up 8% in a month
Bolling
DLP Delta & Pine Land Co. up 20%

Sea Change
Internet Media

Bolling
Buy SYMC Symantec Corp.

Strazzini
Buy QCOM
QUALCOMM Inc. on Dips
Sell IACI
IAC/InterActiveCorp
Buy YHOO Yahoo! Inc.

Macke
Sell NYT
New York Times Co.

Adami
Buy LAMR Lamar Advertising Co.

Timing the Ticker

Bolling
Buy MON Monsanto Co.
Buy GPS Gap Inc. for Breakout if it gets to $18
Buy PEP
Pepsico Inc.

Strazzini
Waiting for pull back on
MON Monsanto Co.
Buy AMAT Applied Materials Inc. $22 target by end of year

Macke
Buy
AMAT Applied Materials Inc. but don't stay in it long
Sell
GPS Gap Inc., buy at $16

Adami
Buy MON Monsanto Co.
Buy AMAT Applied Materials Inc.
Buy HD Home Depot Inc. but sell if it goes down to $32.50, add if it goes above $35

Fast Fire

Bolling
BIDU Baidu.com, Inc. down 10% - Still likes it

Strazzini
ZOLT Zoltek Companies Inc. down 10% - Still own it - High short percentage

Macke
FDX
FedEx Corporation down 2% - Still likes it

Stocks On Sale

Bolling
Buy ALJ
Alon USA Energy Inc.

Strazzini
Buy FCX
Freeport-McMoRan Copper & Gold Inc.

Macke
Buy LCAV
LCA-Vision Inc.

Adami
Buy SCX LS Starrett Co.

Wednesday, August 09, 2006

August 9th Show




Plays off the Pipeline Mess at BP

Bolling
Stay with Refiners
Avoid big oil
More corrosion in pipes to be found
Is currently short crude
Owns BP BP plc
VLO
Valero Energy Corp.
TSO
Tesoro Corp.
HES
Hess Corporation

Strazzini/
Macke
USO U.S. OIL FUND ETF

Adami
Oilfield Service Plays
BHI
Baker Hughes Inc.
SLB Schlumberger Ltd.





Playing the Bizzaro Earnings Numbers


Bolling
Owns Coffee
Gold ETF GLD
streetTRACKS Gold Shares
ADM Archer-Daniels-Midland Co
CME Chicago Mercantile Exchange Holdings Inc
GS Goldman Sachs Group Inc.

Strazzini
Sell Call Options into the Rally
Large Caps Semi-conductors
Big Banks
Health Care
UNH
Unitedhealth Group Inc.
INTC Intel Corp.

Adami
Hedge funds are playing off earnings
Allow volatility to work for you




Hurricane Plays

Bolling
FLI CHC Helicopter Corp.
RNR RenaissanceRe Holdings Ltd.
HET Harrah's Entertainment Inc. but has bad chart

Strazzini
If you own HD Home Depot Inc. and LOW Lowe's Companies Inc. sell calls as the hype dies down. But both are buys.
Reinsurers

Macke
Don't guess on the hurricanes

Adami
SGR Shaw Group Inc.

Winning Picks

Bolling
CME Chicago Mercantile Exchange Holdings Inc up $35
Strazzini
TRI Triad Hospitals Inc. up 6% in 2 weeks
Adami
FL Foot Locker Inc. buy puts - the stock fell 8%
Macke
MS Morgan Stanley up 4% in 2 weeks





BP President Interview


Bolling

If Force Majore - Spike in oil

Strazzini

Oil will go up on this problem


Macke

Negative on BP
BP plc
Oil will not go up on this problem


Adami

Oil will go up on this problem




Bolling
Buy NWPX
Northwest Pipe Co.

Strazzini
Buy AMAT
Applied Materials Inc.

Macke

Buy IMAX Imax Corp.

Adami
Be Careful with NWPX Northwest Pipe Co.
Buy CT Capital Trust, Inc.

Fast Fire
Bad Picks and opinions

Bolling
RIG
Transocean Inc. down 13% - Don't sell here

Strazzini
VRSN
VeriSign Inc. down 17% - Sticking with pick.

Macke
SCSS Select Comfort Corp. down 13% - Still great trading stock with earnings

Adami
LLL L-3 Communications Holdings Inc. down 12% - Still a takeover target

Money Mail
Playing the drought

Bolling
VE
Veolia Environnement SA
SJW SJW Corp.

Final Trade

Strazzini
CVS
CVS Corp.
PD Phelps Dodge Corp.

Adami
CT
Capital Trust, Inc.

Bolling
SLW
Silver Wheaton Corp.

Macke
IMAX Imax Corp.

Thursday, August 03, 2006

August 3rd Show - Game On




Buying On Health Hope

Bolling
TEVA Teva Pharmaceutical Industries Ltd.
Biotech ETF's

Strazzini
AZN AstraZeneca plc
NVS Novartis AG
MRK Merck & Co. Inc.
SEPR Sepracor Inc.

Macke
WAG
Walgreen Co.
CVS CVS Corp.

Adami
JNJ Johnson & Johnson
BBH Biotech HOLDRs
IBB iShares Nasdaq Biotechnology




Bolling - Assisted Living - HCR Manor Care Inc. and BKD Brookdale Senior Living Inc.
Strazzini - IMCL Imclone Systems Inc.(high Risk) and DNA Genentech Inc. and AMGN Amgen Inc.
Macke - MRX Medicis Pharmaceutical Corp.
Adami - Mental Health Stocks - PFE Pfizer Inc. (and Strazzini's Diabeties play)

Winning Picks

Bolling - VE Veolia Environnement SA
Strazzini - COH Coach Inc.
Macke - Shorted PIR Pier 1 Imports Inc.
Adami - MLI Mueller Industries Inc.




Bolling

Buy CVX Chevron Corp.
DD EI DuPont de Nemours & Co. will go lower then $35
Buy CAT Caterpillar Inc.
Buy ED Consolidated Edison Inc.
Buy MOT Motorola Inc.
Buy GS Goldman Sachs Group Inc.

Strazzini
Buy CSCO Cisco Systems Inc.
Buy PG Procter & Gamble Co.
Buy VZ Verizon Communications Inc.
Doesn't like DD EI DuPont de Nemours & Co.
Buy ED Consolidated Edison Inc.
Buy SNE Sony Corp.

Macke
Doesn't like DIS Walt Disney Co.
Doesn't like PG Procter & Gamble Co.
Doesn't like DD EI DuPont de Nemours & Co.
Doesn't like ED Consolidated Edison Inc.
Doesn't like SBUX Starbucks Corp.
Doesn't like MOT Motorola Inc.
Buy MCD McDonald's Corp.

Adami

DIS Walt Disney Co. could go lower.
PG Procter & Gamble Co. pulls back to 57.50 but is a buy.
Buy VZ Verizon Communications Inc.
DD EI DuPont de Nemours & Co. buy at 35.
Buy CAT Caterpillar Inc.
ED Consolidated Edison Inc. Room on the downside before buying.
Doesn't like GM General Motors Corporation
Buy GS Goldman Sachs Group Inc.

Derivative Play - Plays off Energy = Banks.

Bolling
Open a bank account with a private bank that could go public so you get in on the IPO

Strazzini
PRSP Prosperity Bancshares Inc.
SBIB Sterling Bancshares Inc.
CFR Cullen/Frost Bankers Inc.
SWS SWS Group Inc.

Stay Away From:

BBX
BankAtlantic Bancorp Inc.
BK Bank of New York Co. Inc.




Bolling - ERTS Electronic Arts Inc. vs ATVI Activision Inc. Winner: ERTS
Macke - MSFT Microsoft Corp. vs. GOOG Google Inc. Winner: GOOG
Adami - HD Home Depot Inc. vs LOW Lowe's Companies Inc. Winner: HD

Losing Trades

Adami - AMR AMR Corp. down 21% - Sticking with pick
Macke - NTES Netease.com Inc. down 18% - Buying more
Strazzini - PNR Pentair Inc. down 13% - Sticking with pick
Bolling - PDA Perdigao S.A. down 12% - Sticking with pick

Wednesday, August 02, 2006

August 2nd Show




Playing The Heat

Bolling - EME EMCOR Group Inc.
Strazzini - EIX Edison International
Macke - EMR Emerson Electric Co.
Adami - September $50 PUTS on ECA EnCana Corp.

Bolling - Now short crude oil. Long Natural Gas. Hesitant to short ECA.





Playing the Fed Meeting

Strazzini - Sell Covered Calls
Macke - SPY SPDRs
Adami - Thinks rates will go up but market will rally






Macke - July retail numbers could disappoint. Long SBUX Starbucks Corp. and JWN Nordstrom Inc.
Strazzini - Short Department Stores KSS Kohl's Corp. JCP J C Penney Corporation, Inc.
Adami - FL Foot Locker Inc. November 25 Puts

Recent winning picks: CEO LGF MNST ARE





Adami - Buy BUD Anheuser-Busch Companies Inc. at $45.50
Bolling/Adami - Sell PEP Pepsico Inc. if below $57 but buy on up tick
Macke - Buy WFMI Whole Foods Market Inc. at $50
Adami - Buy WFMI Whole Foods Market Inc. for a trade
Strazzini - Buy QCOM QUALCOMM Inc. now and sell at $42
Bolling - Buy T AT&T Inc. now If it dips below $26 let it go.





Macke - Buy TM Toyota Motor Corp.
Adami - Stay away fromTM Toyota Motor Corp.
Strazzini/Adami - Buy FE Firstenergy Corp.
Adami/Bolling - Buy GW Grey Wolf Inc. for trade. Could hit $9
Bolling - Buy CVA Covanta Holding Corporation
Make - Buy ATVI Activision Inc.
Strazzini/Adami - Buy ROP Roper Industries Inc.





Bolling - Buy CME Chicago Mercantile Exchange Holdings Inc. ICE InterContinental Exchange, Inc. BOT CBOT Holdings Inc.
Strazzini - Buy NYX NYSE Group, Inc.

Bad Picks to date shown from previous shows:
Adami - WY Weyerhaeuser Co. down 5%
Strazzini - RHI Robert Half International Inc. down 21%
Bolling - FS Four Seasons Hotels Inc. down 8%
Macke - SIRI Sirius Satellite Radio Inc. down 11%




Adami - Short ECA Long GW
Strazzini - Short KSS and JCP and Buy QCOM
Bolling - Buy GLD
Macke - Buy JWM