I bought 5,000 TEKELEC [[TKLC]] @ $16.19 and 2,500 Cummins Inc. [[CMI]] @ $49.50.
Disclaimer: I am too busy to be clever. Don’t follow me, for this is space alien magician shit.
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Joined Nov 10, 2007
23,428 Blog Posts
indeed!
What about the PPT score? Aren’t you jumping the gun?
I have a lottta more cash. A lotta more (Clubber Lang voice)
Alot more? You had less than 16% cash left according to your post today. You said “you increased your cash to 16%”. 16% is not a lot.
CMI and TKLC are terrible stocks. They fall in the same camp as your FTK. Are you losing sight of what’s going on in the market now? Being 84% long as the market melts down is downright wreckless.
Mr. President sustained heavy losses – heavy losses – on the China front.
I must say, though, as I’ve watched my largest China positions crumble to the tune of 10% in the last 2 trading days…it’s been in very lukewarm volume. This is my hope, and to it I shall cling. I shall add to these names with another 10% drop.
My favorite China plays are growth companies with forward PEs around 8. They’re freakin’ cheap, and freakin’ profitable. And freakin’ growing. And freakin’ WAY off their highs, even before this last 2-day meltdown (in low volume). They shall bounce, and reclaim their winning ways.
FUQI
CPBY
LIWA
ADY
There they are. “Gwan” and say what you will; they’re winners.
Good thing that Republican guy won the Mass election. Market really seems to be loving that shit.
Not to worry.
EZ Corp (EZPW), the pawn shop, is doing a booming business.
Didn’t Clubber Lang (I pity the fool) make a move on Rocky’s wife? Yo Adrian.
Madness
Sold RUTH (bot @ $2.12) for $3.15 before the close for a nice 50% gain in 2-3 wks ….
I live about 5 minutes from HQ for RUTH.
About three weeks ago Shulas opened a steakhouse almost across the street.
Interesting to see what happens.
They did a PIPE deal for capital and you know how those usually work out … it was undervalued but time to take the $ off the table now … besides, the chart for MRT looks better!
See ya @ Perkins (PSTL) in March … Love the new avatar TC