RIMM RFMD RAD

I guess I've been on an R kick lately. Don't know what the deal is but it certainly has worked out well.

Since purchase:

RIMM: +16.57%
RFMD: +14.15%
RAD: -2.17%

RAD was down worse than that so @ down a dime I'll take it. I'm buying 60 of SNDK @52.14. We'll see how that turns out. It's the downer of the day on my list but I've been eye-balling it for some time now so it's time to shit or get off the pot. PNRA up today as well. Bold prediction: Gold 800 be4 the Super Bowl.

Regards,
John Galt Jr.

Kinda Ugly

Kinda getting to be an ugly day. Few +'s though, PNRA & JSDA with RAD making back some ground.

I guess I didn't clarify a date on some CROX puts but I'd go with December. In all reality I think, despite obvious trends and past history, that December will be when a couple walls come tumbling down. That's been my prediction since around February so we'll see if I'm as good at predicting market trends as I am baseball games.

Rough patches for the day include AEO, ZUMZ, SLW, CAT, (I took a nibble). But no giant losses so I'm flirting with even for the day.

Late day buy possibilities: SNDK, I know I said no tech but they're undervalued because they'll take more of the market share then expected come the holidays. I'm gonna take an extra swig (100 shares) of SLW at 13.30. RIMM's still cheap so I'll dive in with 30 shares at 96.53. Other than that the market may not look pretty again tomorrow (for a 3rd day in a row). Just my two cents.

Regards,
John Galt Jr.

New Blood

I figure let's get some new blood in there to change things up a bit. I hadn't owned EBAY in awhile and despite the Skype write-off this is still a money maker. Therefore, I went with 100 shares @ 39.28 especially considering it has shown its first upside tick of the day. SLW, GLD, JSDA, AMZN=not pretty. ZUMZ, PNRA, RFMD=so so. NFLX may have backed off enough @ 20.84 to be a cheapish buy. I'll personally start seeking positions at 20.75. BBI has been the one on a tear in the rental sector. AEO may be in the same boat as well. I'm gonna enter under 25. As far as a DOW component I'd roll with either big MO or CAT. I think MO still has some upside and CAT is undervalued. Little known CBST Cubist Pharmy is showing some good upside momentum. Ok that's enough spaghetti on the wall for one moment. On the sector side I think tech might be near a saturation point. I just don't think holiday expectations are going to be met and tech along with retail usually get the stick in the eye first.

Good luck,
John Galt Jr.

I Drank the Kool-Aid

So I thought it was a new improved kool-aid called Rite-Aid. Apparently it was poison in a bottle. Oh well can't dwell on one turd. ZUMZ and PNRA were there to pick up the pieces. RFMD and BCO aren't making a bad run at things at all either. Here's a tidbit buy some CROX puts @ 65. I had a dream that there were more of you peeps out there reading this so it better happen. I mean heck I proved I can forsee the future in baseball at least. (Bye Mets!) Still going with AMZN, GLD, SLW. WMT's showin life, careful there it could be rigor mortis. I must admit that the Fly's IIG is looking pretty at 23.25. If it's still cheap tomorrow I'll take a nibble. Till next time,

John Galt Jr

Family Guy-Kool-Aid Man