The Fly already mentioned DDD and SSYS so I’m not going to regurgitate this one; but they are in my “vision portfolio”.

Today, I like to bring to your attention SZYM.

Solazyme specializes in biofuel and they have been very successful in turning science into practical use.  Instead of trying to explain the science; please visit their site and do your due diligence.  You can start with this link below:

http://solazyme.com/videos

Today, Solazyme announced a joint venture with Bunge Ltd. (BG) to build a plant in Brazil.

http://www.bloomberg.com/news/2012-04-03/solazyme-jumps-on-bunge-biofuel-deal-in-brazil-sao-paulo-mover.html?cmpid=yhoo

I believe this is just the beginning.  The fact that a plant is going to be built speak volume to the effectiveness of SZYM’s technology.  If you do your DD, you will find that the application for SZYM biofuel expands across many industries.

Of course, SZYM is in my “vision portfolio”; but remember my vision can be wrong.  Therefore, I’m prepared to take action to save my portfolio when necessary.

Good Hunting!

 

 

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I believe someone here already posted a thesis supporting uranium stock at this level so I’m only going to add one additional point to support why uranium related stocks are one of my heavy position in my portfolio for 2012.

Simply put, I believe the Middle East crisis will impact 2012 the way European crisis affected 2011 except the magnitude will be much larger.  While oil price will shoot up, uranium will be seen as a long-term alternative to oil.  Possibly with the crisis in the Middle East, consistent oil supply may become an issue in the long run; this prospect will, in my opinion, fuel the need for more nuclear power plants.

Hence, my loading up on uranium related stocks: CCJ (the King of uranium stock); URRE, URG, and USU.

This is not a recommendation to buy; just me making a note for myself…

Good Hunting!

 

 

 

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I’m sure you already know that I like to “gamble” in biotech stocks.  Normally, I don’t like to pitch my biotech picks since they are all highly speculative.  While the risk is high, the reward can be superior as well.  Just check my recent win in DNDN.

But recent new development in the antibiotic sector is so revolutionary I felt like I’ve to at least bring a cursory introduction to you guys.  Remember, this is a cursory introduction, not a recommendation to buy.  There is no guarantee that this new science will take off.

The problem with our current batch of antibiotic drug is that the bacteria eventually learns to mutate around it and make the antibiotic less effective in the long run.  Now, we may have a new weapon.  An antibiotic that destroy the bacteria so that it simply cannot mutate at all.

Check the link below and please do your own due-diligence if you are thinking of “gambling” on this.

http://finance.yahoo.com/news/PolyMedix-Completes-pz-1895229302.html?x=0

Btw, PYMX is an OTC bulletin stock; so the risk is doubling crazy!  If you buy this stock based on this post, you could go crazy as well.

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The way I see it, Amazon.com selling Amazon Prime using annual fee is almost parallel to insurance company selling coverage using premium.

Both offer “perceived value” greater than the price being charged.  Of course, the actual value kicked in once you filed an insurance claim to cover your unexpected loss in the case of insurance.  Or you actually read a free new rental kindle book every month, engaged in multiple shopping expedition in Amazon.com that incurred multiple 2 days free shipping; and watch Amazon prime TV or movies while commuting daily.

Giving the scenario that the average Amazon Prime member probably may not engage in active pursue of taking advantage of the benefits Amazon Prime has to offer, I can imagine Amazon.com’s  receipt of the Prime membership more than offset the cost of providing the services being offered.  In other words, a business model not unlike that of insurance company.

Here is my extrapolation.  The way it is now, the popularity of Kindle Fire feeds the fire for Amazon Prime.  And in the not too distance future, I expect to see Amazon.com offering a “free” Kindle Fire just for signing up for Amazon Prime membership for the first time.   If we see this kind of offer, then we know Amazon.com hit another milestone on their business model.  Edit:  Some might think it is too costly to offer a free Kindle Fire to new Amazon Prime member; but I think the fact that they can make this offer mean that their renewal rate is high and the production cost of Kindle Fire has come down.

In summary, Amazon.com is NOT Netflix.  In other words, I just don’t see Amazon.com trading the way Netflix did in 2011.

And I’ll be looking for an opportunity to buy back AMZN when the chart look right.

Good Hunting!

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Simply said, my opinion is that Best Buy is going the way BlockBuster did.  While Netflix was Blockbuster’s nemesis; I see Amazon.com as Best Buy’s nemesis.

From my personal experience, I bought most of my electronic gadgets from Amazon using Amazon Prime for 2 days shipping.  While I’m paying an annual fee for the Amazon Prime, the benefit already out-weighted the cost due to my watching videos, free book rental, and the 2 days shipping I used all the times.

I can’t help thinking that there may be a lot more people doing the same thing as I did since there is real savings from buying electronic equipments from Amazon.com comparing to buying from Best Buy.

Enough of fundamental, the most important factor is that the BBY chart looks bearish.  A break thru October 2011 low of $21.79 will start another leg down.

Good Hunting!

Disclosure: I’m short BBY

 

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DNDN! Yes, it is day like today that wipe-out all the minor whip-saws from picking falling knives.

It is all about “song selection” that win you the vote as they repeated over and over again at the American Idol TV show.  Well, in the stock market, it is all about the stock selection.  As not to be too greedy, I took profit of DNDN @ 9.70 average price.

Also took profit today on

ANR

CCJ

I took small losses on SINA and a decent profit on AMZN yesterday.

Remember it is all about song selection that complement your style of singing.  Oop!, please substitute song with stock and singing with trading…

Good Hunting!

Update: in hindsight, look like I “should” have hold on to DNDN a little longer; but that would be counter-productive to think like that.  I see DNDN as a brand new “possible trade” and will review it as though I was never in it before.  If I’m still interested, I will have to evaluate the trade based on its risk factor since it already run so much.

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DNDN (again!)

CCJ

ANR

AMZN (I’ll give 10banger credit for driving it down for nice picking. Thanks!)

SINA

All have stops below day low.  So far, no cut yet.

Again, not a recommendation to buy.  Remember, there are always an equal force (if not more powerful) going against your position.

Good Hunting!

and a Happy New Year to ALL!

 

 

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SINA

ANR

CCJ

MCP

AMRN

Edit: New addition:  GMCR

So far, no cut on my hand “yet”.  Stops are at yesterday low or today low.

These are highly volatile stocks; therefore it is not a recommendation.

Come to think of it, nothing I trade is a recommendation since I’m trading thru my personal “tunnel vision” glasses.  Use your own “tunnel vision” glasses please!

Good Hunting!

 

 

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Forget swing trading, current market environment for the last few months is ripe for daytrading.  Profit, once seen, has to be taken.  Any attempt for a longer ride on the “perceived” trend, which is definitely a respectable position to take, have been seriously punished by current market condition.

As a trader, we need to adapt, adapt, and adapt.  Flowing with the market also means reading the multiple sign posts given by the market.  All these multiple small losses you took as part of trade management are your guiding light to the mood of the market.  If you are applying the proper trend-trading strategy in the market but kept getting punished, you know the market mood has changed.

My strategy in monitor marketing mood is by having multiple trading accounts.  One for day-trading, one for swing trade, and one for longer-term trading.  So far, my daytrading account is ahead for the year but my swing trade and long-term trade accounts were not doing well.   However, I was able to reduce my damage to my accounts by decreasing the positions and trading activities to my non-daytrading accounts.

As long as you are disciplined and always stick with a specific strategy for the trading period, day trade or longer-term, your losses are your sign posts you should not ignore.

I took profit on my DNDN this morning.  Also attempt to catch the SINA falling knife but got a minor cut instead thanks to the close stop a few ticks below yesterday close.

Good Hunting!

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Caught myself a falling knife without getting cut!  Look at the multiple time frames of DNDN chart.  Good support, good momentum indicator coming up from below.   After aligning my sight to the knife,  I clapped both hands and caught it.

This is not a recommendation to buy DNDN.  DNDN is a highly volatile stock with a strong tendency to overshoot.  It is simply that I like to catch falling knife with a good story.   If there is no follow-thru tomorrow, I may just take my profit and run; but if the run continue, I’m hanging on for the ride…

Good hunting!

Edit: Btw, since I caught the knife near support, my risk level is low.  My protective stop is a few ticks below the previous pivot low.

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