Wednesday, May 10, 2006

Three I-Buys of Note

Three after-hours I-Buys from last night (Tuesday):

IMCL
- Carl Icahn bought $1.8M, adding to his 10% stake; what does he know?

NL
- Harold Simmons bought $429K, adding to his 10% stake; what does he know?

VPHM - A Director bought $96K and stock is down over 50% in past three months, again, what does he know?


A

PS: I bought them all on the Open today (Wednesday).

11 comments:

Ronny said...

Allan,are you going to try to hold these for the intermediate term?
Ron

A said...

Ron, that's the plan, subject to change at any moment. From my experience with I-Buys, these three, especailly NL and IMCL, will easily outperform the S&P over the coming months. But I don't like to just outperform the S&P, I like to decimate it.

A

Anonymous said...

Allan,

I didn't receive the Sallyinsider e-mail about IMCL !!! Is there some problem with the software ? Does it occasionally not send some ?

Beth.

Anonymous said...

IMCL alert for insider buys..I did not receive one either!

A said...

Since IMCL was not an Officer or Director, but a 10% owner, Sally filtered it out. I saw it this morning and since the 10% owner was Icahn, considered it worth playing.

A

Anonymous said...

Hi A:

What do you think of KEYW as a trade today.

1st Qtr reported revenue doubled, profits up, order backlog up, working capital up. Never-the-less The Street is still disappointed, taking the tape down 10+% today. Poised to fill gap from 1/18/06.

I think this is an over reaction and have an order in at $18.25, just above bottom of gap.

Any interest?

Greg Reiman

A said...

Greg - go with your gut on it, you know more about it then I do.


A

Anonymous said...

Hi A:

I got filled on my KEYW order at $18.25. It filled the gap from 1/18/06 before moving back up. KEYW is the only green in a sea of red today. I am up 50 cents a share now, but plan to hold for a return to the previous trend line at $20ish.

Any opinion on DSCO? I bought at $2.84 earlier in the week, sitting on a small loss. Are you selling, buying or holding at this point? Are you sill hopefull on DSCO or are you cutting losses?

Thanks

Greg

A said...

Any opinion on DSCO?

One pissed-off HOLD for now.

A

tjbrune said...

NPSP may get a good pop tomorrow.....late news today about the use of Teduglutide for Tx of Crohn's Disease. Differet drug than what caused the drastic decline the last 2 weeks. this seems like a good potential for double or triple.

Anonymous said...

just a test for date and time stamp on the comment.