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Strategies & Market Trends : January Effect 2007 -- Ignore unavailable to you. Want to Upgrade?


To: 8bits who wrote (47)12/30/2006 8:44:18 PM
From: Q.  Read Replies (2) | Respond to of 94
 
Final picks:

I bought some more stocks on the last day of trading.

I added:
industrial oil-product distributor FUEL
grocery wholesaler XYBR

Also, a pair of Canadian income trusts CNE and AAV on the NYSE -- all such trusts are beaten down because in Oct. the Canadian govt. announced new taxes on them and they saw some December tax-loss selling. They are much healthier companies than the typical stock that's hit by tax-loss selling, and are trading at about book value which is based on the price the trusts paid earlier for oil & gas assets.

Also, Midland's picks OTIV and LTON plus John's pick FORD.

Updated list:

USD stocks price/mkt cap -- story
AEY 2.79 /29M -- profitable CATV equipment vendor, lost customers
HYGS 1.28 /118M -- unprofitable fuel cell maker, out of favor sector
MCEL 0.91/45M -- unprofitable fuel cell maker, out of favor sector
CRTX 1.86/79M -- unprofitable biopharmaceutical, asthma drug, restructuring, dilution
VSTY 1.67/30M -- unprofitable uniform vendor, undoing a diversification gone bad, my favorite co.
SYBR 0.84/5M -- profitable grocery wholesaler
OTIV /104M -- unprofitable smart cards
LTON /125M -- profitable Chinese games for cell phones, profit decline blamed on new law
FUEL /15M -- gasoline trucking
FORD /33M -- profitable carrying cases for cell phones

CAD stocks
EON.V 0.91 /23M -- oilfield pipeline construction, not much info on them, claims to be near profitability
ESY.TO 0.49 /5M -- profitable software for online gambling, biz hurt by new US law
RVE.TO 3.44 /68M -- unprofitable natural gas producer, adding production

Canadian income trusts traded in US:
CNE 13.90 /3.1B -- oil/gas trust, yielding 16%
AAV 10.65 /1.1B -- oil/gas trust, yielding 22%



To: 8bits who wrote (47)1/17/2007 10:10:59 PM
From: 8bits  Read Replies (1) | Respond to of 94
 
Sold all GGC @ 20.18 - Approx - 4% gain (maybe I should have waited on this one..)

Sold all RNVS @ 3.52 - Approx - 15% gain.

Somewhat underwater with OCPI(approx - 3%) and OPMR (approx - 3%). OPMR has been above my cost basis for much of January aside from today, I suspect it will bounce back. Will wait until first week of February before I cut OCPI.

HAEYF.PK down by almost 12%. A Canadian trust that has been declining to some degree every day since I bought it.