Wednesday, March 29, 2006

Three Weeks

I received this from Ilene today and wanted to post it before the close today (Wednesday).

Hi, Allan!

Here you go: Bird flu projected to be in Alaska in three weeks. Scary, this may energize the bird flu stocks as they've been quiet lately. West cost, by autumn -- that's us!


As for which stocks might catch a bid on any new bird flu scares, Ilene says her top picks are: AVAN, AVII, BCRX and GNBT.


A

Tuesday, March 28, 2006

donde esta tota las personas !?

donde esta tota las personas !?
you guys on vacation ?


Nothing gets by you guys. Yes, on the beach on Kiawah for the week, but still trading and looking for new ideas, just with limited bandwith. That ocean is something, eh?


A

Wednesday, March 22, 2006

VRA

Allan, I don't have time to write this up, but VRA was mentioned on briefing.com as a speculative bird flu play -- a cheap one you don't already own. Also, they found a link to a site in mexico, written in spanish, suggesting that a duck there died from bird flu - don't know if it's true, but VRA looks like a good buy here with more bird flu news. - Ilene

I'm in VRA as of 0.65, pure speculation while Ilene and I and anyone else who is a mind to, does some homework on it.

A

Tuesday, March 21, 2006

GNBT Update

GNBT is on fire, up 50% since my original post recommending it after insider buying on March 3rd. Check out the spate of positive news items that followed that insider purchase, all propelling the stock higher:

http://finance.google.com/finance?q=gnbt&btnG=Search


BTW, the above link is to the new Google Finance Beta Service, which you can read about today at David Gordon's blog.

A

Monday, March 20, 2006

NNVC

LINK TO ENTIRE NEWS RELEASE


NanoViricides, Inc. Achieves Broad Success in Initial FluCide-I(TM) Anti-Influenza Studies
Monday March 20, 7:30 am ET
Company Says That Nanoviricides(TM) is Now a Proven Platform To Attack Bird Flu

WEST HAVEN, Conn.--(BUSINESS WIRE)--March 20, 2006--NanoViricides, Inc. (Pink Sheets:NNVC - News), today announced it has received additional results from its FluCide-I(TM) efficacy studies performed at a major US research facility. On the basis of these data, Dr. Krishna Menon, the Company's Chief Regulatory Officer, said that the drug candidate tested was worthy of filing an Investigational New Drug Application (INDA) with the FDA. "The results were so positive that with an appropriate dosage protocol, it may be possible to save human lives even in bird flu cases using this test nanoviricide itself," suggested Dr. Menon.

Sunday, March 19, 2006

Jim Dines

Always engaging, Jim Dines published again this weekend and his view of the markets, the world and investing psychology are a healthy read. Here is a brief review.

Energy Markets

The shift from an oil-based world energy market to a uranium-based world energy market is in full swing. It also is early in the paradigm switch and fortunes will be made investing in this theme in the next 10 years.

Iraq

Dines suggests a novel tactic, he calls, "The Attacking Retreat". Pull back all troops into the empty desert.

"...and when enough Iraqis get killed, including the hotheads, they might realize that we are trying to be a stabilizing force.....It puts America into a no-lose position, because if al-Qaeda took over Iraq they would be right where our military could get at them from out of the nearby desert. But if Iraq successfully took care of its own house, we could then get out of there and stop squandaring American lives and funds."


Gold and Silver

In still early stages of bull markets.

Stock Market

Mixed signals, but impressed with how the market is holding up in spite of all of the havoc in the world. A bump in the road can happen at any time but doesn't expect it to be very long nor deep.

Bird Flu

Holy shit, here it comes. Party on.

"The High State is to do your very best in life and then enter the High State of Detachment from Result."

A

Friday, March 17, 2006

Two EXPLOSIVE opportunities - update

Since publishing this blog on Tuesday, NNVC and PTSC are up about 40% and 25% respectively.

Not bad for two day returns, but in case there is any doubt, I don't consider those returns explosive.

The best is yet to come.

A

Thursday, March 16, 2006

Insider Buying

The table below shows the results of five independent studies on insider buying. It shows the investment returns generated from stocks showing significant insider buying compared to the general market. The only criteria in these studies was that two or more insiders bought company stock and that generally more insiders were buying then selling. I don't know what the hold period was in these studies, but I can safely guess were talking about months or years, instead of my favorite, minutes.

In any case, the edge that insider buying gives to stocks is what is important, and it's clearly set out below:


Wednesday, March 15, 2006

PTSC - perspective

I ran across this post over on Raging Bull and with PTSC getting hammered this week, I thought it was worth repeating here:

"I think everyone needs to take a chill pill. Your lives would be alot less tressful if you didn't sit on these boards all day. Stocks like these weren't meant to be watched by the minute/hour. If you bought because of the company's potential and are long, then why stare at each trade and panic or rejoice?
One thing to keep in mind is the dividend...or have you (those running around like headless chickens) forgot about that? A company, let alone a BB, rarely issues back-to-back dividends....unless they're desperate or holding pocket aces...I don't think this is a good time to think they're bluffing. Stay long & strong if that's intention, but enough with the whining."


A

Tuesday, March 14, 2006