Friday, March 30, 2007

Friday Update

NNVC is up to $1.18, or about 25% from when I posted this on Wednesday.

As discussed below, FOXH didn't work, not yet at least and because it declined, I was stopped out. It may still pop, but if it does it will do so without me.

Finally, last Friday I posted about The Taylor Effect, a/k/a/ Gravitas here. The QQQQ, which is how I trade Gravitas (with options), is down 1.54% since it's flip to a Sell on March 24th. That signal flips back to a Buy over this weekend.

A

Wednesday, March 28, 2007

FOXH

Back on February 2, 2006, my friend and long time reader of AllAllan, Greg, shared a promotional e-mail he obtained from a $5,000 per year newsletter published by Stansberry & Associates. That email described, but did not name, two "cutting edge" biotechnology companies that it was about to release to it's subscribers. Ilene was able to identify those two companies as ALNY and RNAI. Three weeks later, both stocks were up 25%.

Greg has emailed me the text of another pre-release promotional piece from the same publication. Greg has identified the company and I have confirmed his work, this time the publication, after the close on March 29th, will recommend to its subscribers, FOXH.

A

NNVC

NanoViricides has now become a fully reporting company with the SEC. The significance:

"The effectiveness of its Form 10-SB makes the Company eligible to have its common stock quoted on the NASD Over-The-Counter Bulletin Board upon approval of a recently-submitted application as provided under Exchange Act Rule 15c2-11. NanoViricides cannot predict when its shares of common stock will begin trading on the OTC Bulletin Board but believes it now meets all requirements for doing so."

NNVC's market cap is only $100MM and it's share price is still hovering just under $1.00. Their pipeline is impressive. Absent unforeseen adverse exogenous events, the risk:reward profile of this development stage biotech remains enticing. A move to a legitimate exchange will help both visibility and the stock's eligibility for some funds and institutions to get involved.

I've bought shares as low as 10 cents and more recently as high as 80-90 cents. I think this is one you can buy here, or watch price and volume to start moving up and jump on board then. One big successful trial on any one of their products makes this a $1B company. In other words, achieving a proof of concept milestone catapults market cap and share price.

Make no mistake, this is a bet. But one with a tip sheet.

A

Friday, March 23, 2007

Market Timing

There have been some big moves both up and down in the equity markets since the end of February. Some of the market timing indicators that I watch caught some of these moves, but one indicator caught each and every one of them:


Sell Feb 27--->S&P 500 -3.45%
Buy Mar 6--->S&P 500 +1.5%
Sell Mar 13--->S&P 500 -2.0%
Buy Mar 19--->S&P 500 +1.0%
Buy Mar 21--->S&P 500 +1.7%


Which one?

Robert Taylor and his Xyber9 Gravitational-based discovery for market timing.

This is not the first time I've written up this remarkable methodology. But it keeps coming through with amazingly accurate forecasts. At some point, one has to abandon skepticism, read Taylor's book, Paradigm, and start paying attention.

Not shilling here, just one damn impressed trader.

A

Friday, March 16, 2007

Cramer -Thou Shall Not Steal

At about 1:00PM ET Friday, March 16, 2007 NSTK started running higher, on heavy volume. By the close of trading NSTK had run from $9.83 to $10.93. After hours it has traded as high as $11.45.

Why the spike?

After hours, it was Jim Cramer touting it on his CNBC TV show. Only thing is, Cramer tapes his show earlier in the afternoons. Anyone want to guess about what time he started taping Friday's show?

Pretty damn blatant, Jim.

Booyah, my ass.

A

PS: I owned NSTK since Monday, an I-Buy.

Monday, March 12, 2007

Uranium Update

Thanks to reader Greg for the following heads up:

ERA Mine Flooding Further Tightens Uranium Supply

http://energy.seekingalpha.com/article/29277

Sunday, March 11, 2007

Sunday Night

The Asian markets are not crashing tonight and the Globex American indexes are up a bit, but that's not what I mean by, "Sunday Night."

I used to hate Sunday nights as a kid, the weekend was over and tomorrow started a new school week. Then I went to college and as a first year freshman at the dorm, every meal all week was covered for us, except dinner on Sunday night. Spent a lot of Sunday nights walking alone up and down the streets of Ann Arbor.

A few minutes ago my daughter Sarah called from the Atlanta airport. She was on her way home to Charleston SC from a senior high school trip to Costa Rica. Sarah was so excited to call me and tell me all about her week. I asked her to repeat it all a second time. God, I miss my kids.

Sunday nights continue to stalk me.

I sent a friend a copy of this song by Emmylou Harris yesterday. It is from her Pieces of The Sky Album, circa 1975. I remember listening to it over and over again, on a Sunday night, 30 years ago, when I was 26 and alone:

Before Believing

Winter, summer seasons is taken over, its quiet
Like new fallen snow
I told you summer stories but outside is getting mighty cold
I told you everything I could about me
Told you everything I could

How would you feel if the world was falling apart around you
Pieces of the sky were falling in your neighbors yard
But not on you,
Wouldn't you feel just a little bit funny
Think maybe there's something you oughta do

Solutions, that never lay down before you, the answers are all around
Believing, is all the friend you need to talk to,
Believing, in you
I told you everything I could about me
Told you everything I could

I told you everything I could about me
Told you everything I could


A

Wednesday, March 07, 2007

Stopping by Woods on a Snowy Evening

Whose woods these are I think I know.
His house is in the village though;
He will not see me stopping here
To watch his woods fill up with snow.
My little horse must think it queer
To stop without a farmhouse near
Between the woods and frozen lake
The darkest evening of the year.
He gives his harness bells a shake
To ask if there is some mistake.
The only other sound's the sweep
Of easy wind and downy flake.
The woods are lovely, dark and deep.
But I have promises to keep,
And miles to go before I sleep,
And miles to go before I sleep.

Sunday, February 25, 2007

Odds and Ends

Odds and Ends, for a Sunday in February.

Basketball

My daughter Alana's high school basketball team (Charleston Collegiate) went 8-0 in their conference. They are now playing in the South Carolina SCISA State Championship Tournament. They won their first tournament game and play again Tuesday. If they win Tuesday, they advance to the quaterfinals next weekend. It would cost me about $2,000 to fly back east to see her play in that round. That's about a 15 cent move on NNVC.

Also, a month ago Alana's coach called me here in Washington to tell me that the prior night, with her team down 14 points with 3 minutes to go in the game, Alana hit 4 straight 3-pointers, a jump shot and 2 free throws to win the game for her team. I've never been so proud of her, and told her so. That I missed that moment in her life, haunts me still.

Basketball II

About three weeks ago the Gonzaga star forward, Josh Heytvelt was pulled over in a traffic stop and ultimately arrested when police found a bag of mushrooms in the vehicle. The pretense for the stop varies from police reports on a broken taillight(note singular) to defective taillights (note plural). The pretense for the search was first reported to be the "odor of marijuana" and later changed to "the bag of mushrooms was in plain view in the back seat." Student accounts say that Heytvelt had just left a party in a private residence and police were selectively pulling over vehicles looking for drunk drivers. Heytvelt was not charged with anything related to the car, or his sobriety, or even given a field sobriety test, he was only charged with felony possession of psychedelic mushrooms. You other defense attorneys know what happened, an illegal stop and an illegal search. But heck, they were only college kids, no harm, right? Except once a certain NBA draft pick, Heytvelt is now suspended indefinitely, his BB career in jeopardy if not gone altogether and Gonzaga will now be lucky to make the NCAA tournament at all. Yes, the team that beat North Carolina last fall.

Up all Night

Reading Trend Following by Michael W. Covel. The sub-title is "How Great Traders Make Millions In Up or Down Markets." My favorite chapter so far is an analysis of the great stock market bubble burst in 2000-2002, including the Sep. 11th drop. Billions lost, investors wiped out, companies reduced in market cap by 95%. Those were the losers, but who was on the other side of those Long trades? According to the author, with empirical evidence, Trend Followers. I'm only half-way through the book, and if the rest of it is just as riviting, I'll write more later. Meanwhile, here is a link to the author's website.

Your Comments and Questions

I am getting a lot of comments and questions from readers, overwhelming in a way. Please understand that I am trading during the day and it is hard to get to them all in a timely manner. Then I post a new Blog, like this one, and questions on the previous Blog, although still there, sometimes slip through cracks of day-to-day mayhem. Should time allow, I'll go back into the archives and bring forward all the unanswered questions and post a special FAQ Blog. So don't take my not answering your question personally, it's my bad, not yours.


A

Tuesday, February 20, 2007