tag:blogger.com,1999:blog-2335748440449035592.post1927309060608837128..comments2008-08-29T09:28:41.478-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-2335748440449035592.post-41637310624736656362008-08-29T09:28:00.000-04:002008-08-29T09:28:00.000-04:00You may have a cold hand at the moment, but you've made some good calls in the past week. I noticed that my APWR buys were timed with yours (b4 earnings, and on the dip to 18 after earnings). That was a solid bounce off of the 200 and an easy 10%. <BR/>My next pickup may be GM if they crack the 20 and 50-MA, or on the dip if they bounce off the 20 again. It has been held down, but is showing regular 10% flutters. I expect that they will receive strong verbal support from the candidates in this year's American election (unions and american pride) causing at least a 20% breakout.Stevehttp://www.blogger.com/profile/07022483201256743891noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-91263456134701748552008-08-28T16:25:00.000-04:002008-08-28T16:25:00.000-04:00Right now I have a very cold hand, so I am the last one you should be asking :)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-82253136880077650852008-08-28T16:09:00.000-04:002008-08-28T16:09:00.000-04:00Should add gov't subsidies on solar, clinical trial or FDA approval results for pharm, oil and commodity prices, interest rates, etc to the list. It's all the same game.<BR/><BR/>Was just curious about your opinion because I've made a lot of similar plays as yourself.Stevehttp://www.blogger.com/profile/07022483201256743891noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-43819436097333418542008-08-28T15:56:00.000-04:002008-08-28T15:56:00.000-04:00I cannot model government intervention so its really impossible to say.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-9743587295631186952008-08-28T15:37:00.000-04:002008-08-28T15:37:00.000-04:00Mark, What are your thoughts on picking up a stake in FRE or FNM if they have a small sell-off after this huge upward correction? I see amazing long-term potential for both, even at their current price... it feels like we may have left Vegas.Stevehttp://www.blogger.com/profile/07022483201256743891noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-18982628795299654322008-08-28T14:41:00.000-04:002008-08-28T14:41:00.000-04:00Yep MBIA, Ambak, Freddie, Fannie, any airline etc<BR/><BR/>this market is nuts.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-24744381737482275602008-08-28T14:37:00.000-04:002008-08-28T14:37:00.000-04:00Good short-term call Mark. AMLN has potential to rise again in a few months (as so many other small biotechs do), but the risk here is just too great. There are better places for your money at this time.Stevehttp://www.blogger.com/profile/07022483201256743891noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-22477132168028820212008-08-28T14:06:00.000-04:002008-08-28T14:06:00.000-04:00Good thing you cut back in the $28's! What a fall that was!Bluedoghttp://www.blogger.com/profile/13620622716492473197noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-81241624343194001272008-08-28T13:07:00.000-04:002008-08-28T13:07:00.000-04:00Yeh I wrote about it earlier this week in the SQNM pieceTraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-55005137562791918072008-08-28T12:53:00.000-04:002008-08-28T12:53:00.000-04:00Check out MYGN I haven't done any hw on this, but the chart is fabulous.Siahttp://www.blogger.com/profile/05915856696281889732noreply@blogger.com