tag:blogger.com,1999:blog-2335748440449035592.post4391560075477176999..comments2008-08-12T16:08:48.954-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2335748440449035592.post-30229929725764793782008-08-12T16:08:00.000-04:002008-08-12T16:08:00.000-04:00maybe health care turn into woodshed? It's the only one that hasn't visited hah<BR/><BR/>I was looking at finally adding that today at $82<BR/><BR/>just missed by a few cents it appears. Maybe I can get it down to 50 day moving average at $78 which it falls to every so often.<BR/><BR/>It was not a good day for medical CROTraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-61795315406601250802008-08-12T16:06:00.000-04:002008-08-12T16:06:00.000-04:00yeah, often if it wasn't for bad luck, I would have no luck<BR/><BR/>I also hold ICLR, the only stock I know that sinks into a split [tonight]. go figurehrs0944http://www.blogger.com/profile/09986838112144909482noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-76052917576077631022008-08-12T15:19:00.000-04:002008-08-12T15:19:00.000-04:00One thing I'm trying to do is let winners run to some degree. I have a bad habit of cutting winners off at the knees - luckily we had a large position to start in FSYS so despite selling at $48 and $56s we still have a goodly sized proportion.<BR/><BR/>But this market is so 2faced it could be down 15% tomorrow morning for all we know. <BR/><BR/>If it pulls back from here I am ok with it as well, most of my cost is in the $30s and some in low $40s. <BR/><BR/>CMED - amazing luck here to find the medical stock who decided to do a secondary. Quite a run of stock picking lately - in the wrong direction. Still just below where I bought but all that unrealized gain disappeared.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-44409120474646158232008-08-12T15:15:00.000-04:002008-08-12T15:15:00.000-04:00it is good to see FSYS up today [and good that I hold it along with FXP in the same account that has CMED]; probably time to take the profit off the tablehrs0944http://www.blogger.com/profile/09986838112144909482noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-57934321392822051482008-08-12T13:46:00.001-04:002008-08-12T13:46:00.001-04:00I find Americans much too Ethno centric<BR/><BR/>There is a whole world out there - a world where countries are giving citizens rebates ($1800 in Australia) to convert. Countries where they are sick of being hostage to oil and converting city and state vehicles.<BR/><BR/>if you want to play Pickens plan your play is CLNE since its a similar idea but Pickens actually owns a huge stake.<BR/><BR/>This is the problem with many stocks now - they are bought and sold by Americans and judging by how self serving we are, most don't even realize there is a whole world going on out there - unless its a "buy oil to $148 since Chindia is rocking" theme - anything more sophisticated than that is beyond us.<BR/><BR/>I read 2 years ago that 70% of Americans could not pick Iraq out on a map, 5 years into a war. That pretty much sums it up.<BR/><BR/>Anyhow, FSYS is a global play on the conversion kits. If Pickens plan goes to hell, the rest of the world won't notice 1 bit.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-48071932882268367012008-08-12T13:19:00.000-04:002008-08-12T13:19:00.000-04:00buddy says that "FSYS appears to be best play if one is bullish on the Pickens Plan (its actual success, not just its sound ideology)"<BR/><BR/>makes sense no? what if the plan doesn't succeed though... think the ideology is enough to give this company staying power?J. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.com