________________________________________
Ha ha, just like my annual [[PAAS]] Easter Egg coloring pun pick, I feel the need to get that header in there every once in a while, just so I can feel young again.
I thank you for that indulgence, M. Le Fronteer Development Group Inc. (USA) [[FRG]] , you little power house uranium-gold junior, you.
Not since those halcyon days of “Skiffles” [[SKF]] has there been a stock that moves so nicely whilst also providing ample punning opportunity. What more can a semi-serious blogger require, I ask you?
And you likely remember this chart from the last time… we’ve finally cleared that consolidation area, and are seeking to secure radioactive gold gains (gold mixed w. uranium makes for the most posh nuclear weapons) with these targets:
I would like a short golf clap for frequent visitor “Employee8/Teahouse on the Tracks,” who reminded me of this holding yesterday and prompted this reminder post. He’s also been very successful with his [[MVG]] call, which I have not yet gotten around to buying yet. Startling, I know.
I would also like to point you in the direction of the recent Exeter Resource Corp. [[XRA]] spinoff, [[EXGMA]] (which I’m not sure we’ve got in our system yet). It was up over 17% yesterday, proving the good sense in spinning off everything you can in a bull market, and hoping the market takes that unlocked value higher.
We are of course in a raging bull for the precious metals, and that’s indicated by the acquisitions which seem to be popping for the smaller miners (see [[LIHR]] last week and Agnico-Eagle Mines Limited (USA) [[AEM]] ‘s announcements this week) so it’s likely the spin-off is now being reflected as a value play AND an M&A trade bait possibility.
Last, I am hoping to roll out a couple of more LED plays, as soon as I do a little more research in some of these other names. Of course Cree, Inc. [[CREE]] and Veeco Instruments Inc. [[VECO]] are the monsters in the space, and I’ve already bedded my stock barges with their shares. I am looking to add as I think this space will remain hot, no matter whether our President remains Green or not. Cheap lighting is cheap lighting, and it’s the pennies that count.
Best to you all.
____________________
If you enjoy the content at iBankCoin, please follow us on Twitter
Home again, and look, I have the 3G network again! Got tired of sending messages by pelican, from the back woods of bayou country. Its nice to be home, sweet home alabama!
You make good X’s and O’s
FRG’ing A
Some game last night….I kept thinking if they showed that 1/2 ct. shot enough it maybe would go in. Big shout out to the 2nd tier.
A great disappointment to sports montage aggregators everywhere.
“Just missed” a real life Hoosiers. Not sure I could hate Duke anymore if I caught them marching people into ovens post-game.
_________
As the loyal enemy, I should remind you of AIXG…which is kicking ass. Personally, under the hood, they look stronger than VECO, but the market seems to feel otherwise…. I wonder what a weaker euro will mean, and I’m thnking that that hasn’t yet been priced into the stock. The big monster is Nichia, which dominates the phosphor space, but is private. The LED story is still ramping, and, I don’t think, not really discovered yet!
VECO has other interesting things going for it besides LED. Nano-needles for one thing.
AIXG has got too much country risk. Stick to Amelica, M. Le Phantome.
(That said, I might grab some on a return to the 20 day MA here, or a handle formation on the daily.)
___________
___________
The country risk is a consideration, I grant you that, but there’s also currency risk, which is not the same thing. It’s Germany, dude–and most of the customers for both veco and aixg are in asia. A weaker euro and a stronger dollar means only that their earnings will be besser und besser…
I just read the veco 10-k, and saw the nano needles, but what’s the market for that?
I wanna buy in more, but these rockets are not pulling back!
The market for Nano needles is in cellular mechanics and genetic biochemistry. It’s quite fascinating, I assure you Captain.
Not so much worried about the Euro as I am the entire German Republic going up in a ball of flames.
_______
Jake,
How do you determine entry points for your stocks? I was looking at FRG and it is up a bit today.
Thanks
I try to grab a reasonable pullback to support after a breakout. Or in the case of CREE, just wade in and grab some, let the stock take you from there.
____________
nice little bullish video about SLW from IBD http://bit.ly/alXPDG
Agggghh! Annoying voice!
Sell! Sell! 😉
(I took 30% off today)
Trimmed a bunch of shares of my regular names today in anticipation of a pullback. Very close to 30% cash. Did not touch VECO or CREE, however.
___________________
Then there’s our other pay service Shedder’s Wizadry — check out dese appers, Hans Brix!
Sold CBL for a 8% gain.
Sold YSI for a 4.22% gain.
Sold YSI for a 4.08% gain.
Sold NUAN for a 4% gain.
Sold NUAN for a 4% gain.
Sold MRX for a 3.86% gain.
Sold EBAY for a 2.82% gain.
Sold DRE for a 2.64% gain.
Sold ICF for a 2.22% gain.
Sold FAF for a 2.12% gain.
Sold GBCI for a 2.03% gain.
Sold SNWL for a 2.01% gain.
Sold INAP for a 1.94% gain.
Sold WRI for a 1.91% gain.
Sold GBCI for a 1.9% gain.
Sold WBS for a 1.88% gain.
Sold HBAN for a 1.84% gain.
Sold SNWL for a 1.78% gain.
Sold ELY for a 1.76% gain.
Sold LSI for a 1.46% gain.
Sold IBOC for a 1.43% gain.
Sold HR for a 1.4% gain.
Sold LRY for a 1.38% gain.
Sold HR for a 1.06% gain.
Sold VTR for a 0.99% gain.
Sold HBAN for a 0.91% gain.
Sold VTR for a 0.84% gain.
Sold FAF for a 0.77% gain.
Sold MTB for a 0.72% gain.
Sold CPWR for a 0.71% gain.
Sold HCP for a 0.7% gain.
Sold LSI for a 0.64% gain.
Sold EPR for a 0.55% gain.
Sold CPWR for a 0.24% gain.
Sold FAF for a 0.23% gain.
Sold EPR for a 0.07% gain.
Sold HCP for a -0.12% loss.
Sold IBOC for a -0.17% loss.
Sold FNFG for a -0.83% loss.
Sold PNM for a -1.39% loss.
Sold VICL for a -5.61% loss.
__________
World Trade Federation makes you feel young?
Hey Jake,
Are you aware of any plasma lighting plays? I saw you liked the LED market. I have been testing some new lights at my work over the past few months and the plasma technology is freakin cool but it hasn’t caught on yet and the tech is not quite mass market ready as far as I can tell. At any rate, the amount of light that is produced is huge. Any thoughts?
Check out quantum dot LED:
http://www.physorg.com/news7421.html
That’s some cool stuff. Hope they can mfg it cheaply. Can’t wait to get rid of these twisty flourescent ass-hatteries.
_________
Check yer email … mine is a pure play unlike that mini conglomerate your looking at …. if it’s grid efficiency then TLVT is the name …. water & gas, take your pick but this one looks like it’s setting up the first bull flag formation coming off a saucer bottom.
POWR taking off today. Gave it to the PPT last night.
___
That’s why it’s taking off today … I’ll give you $9.50 but does it have legs?
Thanks, T
eahouse, I will check it out.
Mr. L*** revealed! Film at 11:00!
Jake, is this move in gold for real or a fake-out? Looks like we broke out of a triangle, no?