Cohu Inc. (COHU)

Sold the other half position of Cohu Inc. (COHU) at 26,10 for a gain of 8,3 %.

Overall the COHU trade summed up to a gain of 8,9 %.

GTK & NTST & ACCL &BRLI

• Sold GTECH Holdings Corp. (GTK) at 31,58 for a loss of 2,1%.
  

• Sold NTST (13,6) & ACCL (7,50) & BRLI (17,90) short

GTECH Holdings Corp. (GTK)

GTECH Holdings Corp. (GTK) looks no longer "Long" on my weekly trading strategy, so I will look for an exit here today.

Weekly Watchlist 11/28/05

Long

• Dobson Communications Corp. (DCEL) - perhaps a buy above 7,63 / traget 8,29+x

• Healthextras Inc. (HLEX) maybe a breakout play above 24,3
  

Short

• Bio-Reference Laboratories Inc. (BRLI) maybe a short below 17,79 / target around 16,7

• Netsmart Technologies Inc. (NTST) looks short below 13,7 / target around 12,6

• Accelrys Inc. (ACCL) is perhaps a short below 7,4 / target 6,9-6,7

Consider always the disclaimer, I'm not a professional investor !

Cohu Inc. (COHU)

Cohu Inc. (COHU) breaks out to new year highs today and is up more than 6%.













I sold half of my position at 26,4 for a gain of 9,5%. Perhaps we see another squeeze, so I can sell the other position, too.... Otherwise I placed a stop to lock in another couple of %...

There is no Weekly Watchlist this week due to lack of time last weekend, so I couldn't sroll to my stock lists...

Wynn Resorts Ltd. (WYNN)

Sold Wynn Resorts Ltd. (WYNN) at 54,57 for a gain of 6,58%.

ProLogis (PLD)

Bought some ProLogis (PLD) at 43,75 today after it hits my buy target yesterday.

Consider always the disclaimer, I'm not a professional investor !

Charles & Colvard Ltd. (CTHR)

Charles & Colvard Ltd. (CTHR) breaks out to new year highs today, a really nice performance... to bad that I'm out already...

Weekly Trading Review

Week	Symbol	L/S	Bought	Sold	Gain/Loss	Notes
10/10/05	NTAP	Long	24,10	26,12	+8,38%
	QCOM	Short	43,6	43,32	0% (SL)	low: 41,36
	QSII	Short	66,6	66,21	0% (SL)	low: 62,2
10/17/05	GFIG	Long	42,33	46,64	+10,18%
	CYMI	Long	34	36,77	+8,15%
10/24/05	DIGE	Long	30,05	28,89	-3,86%	SEO
	COHU	Long	24,11			OPEN
	CERN	Short	84,07	89,4	-6,34%	low: 81,6
	NFLX	Short	25,50	29,51	-15,73%	low: 23,81
10/31/05	KNDL	Short	22,96			OPEN
	CPSI	Long	36,7	39,75	+8,31%	High at 44!
	CTHR	Long	24,25	27,81	+14,68%
11/07/05	WYNN	Long	51,20	54,57	+6,58%
11/14/05	GTK	Long	32,28			OPEN
	PLD	Long	43,75			OPEN

Charles & Colvard Ltd. (CTHR)

Sold the other half position of CTHR at 28,82 for a gain of 18,85 %.

Overall the CTHR trade summed up to a gain of 14,69 %.

Weekly Watchlist update:

Bought some GTK at 32,28 & placed a stop buy at VRNT above 39,3.

Weekly Watchlist 11/14/05

Long

• Great Atlantic & Pacific Tea Co. Inc. (GAP) once again may be a buy above 29,4 / Target 31+x

• GTECH Holdings Corp. (GTK) is a long play above 32,41 / target 34+x

• Progress Software Corp. (PRGS) above 31,75 / target 34+x

• Verint Systems Inc. (VRNT) above 39,15 / target around 42

• Oshkosh Truck Corp. (OSK) above 44 / target 46,5+x

• ProLogis (PLD) maybe a buy above 44 / target 46+x
  

Short

• Alpharma Inc. (ALO) looks below 24,4 like a short to me / target around 21,60

• TODCO (THE) maybe a short below 40,7 / target 38-36

Consider always the disclaimer, I'm not a professional investor !

Wynn Resorts Ltd. (WYNN)

Bought some shares of WYNN at 51,20 after it hits my buy trigger above 51,45.

Netflix, Inc. (NFLX)

Rumors about NFLX as a takeover target sent the stock more than 5% higher today. Sometimes it is really hard to be short in stocks... Nevertheless such risks I have to take at "overnight-trading".

Here is the story by Business Week.

Finally I got out of the short at 29,51 for a loss of 15,73%. That's really a big hit and my biggest loss this year in my weekly trading strategy.

Charles & Colvard Ltd. (CTHR)

I sold half position of Charles & Colvard Ltd. (CTHR) at 26,80 for a gain of 10,52%. (Reason: resistance zone around 27 & stock was near to my first target)I didn't sell the complete position due to the fact that I started an experiment to optimize my exits after I got out to early a few times.

Now we will se if the stock can move to new year highs. In case of heading lower I placed a stop, so I will lock in another couple of %.

Digene Corp. (DIGE)

News are out by Digene Corp. (DIGE):

Digene Announces 3-Million Share Offer

On this news stock goes down around 4% actually. So what to do? (Note: I own this stock on my weekly trading strategy)

Well, in an academic sense a new stock offering may be a sign of overvaluation. Who knows better about their own company than the CEO/CFO or other owner/insider?

To cut a long story short: I sold DIGE today 28,89 for a loss of 4,01%. Perhaps I will get in again, but for now I will keep it on my watchlist and wait for another buy/sell signal.

Computer Programs & Systems Inc. (CPSI)

Nice performance here and finally CPSI broke out to new year highs. However I sold the stock a few days to early...

Weekly Watchlist 11/07/05

Long

• Great Atlantic & Pacific Tea Co. Inc. (GAP) is a buy above 29,4 / Target 31+x
  

• Wynn Resorts Ltd. (WYNN) - perhaps a buy above 51,45 / Target 55,5+x
  

• Sirius Satellite Radio Inc. (SIRI) maybe a buy above 7,20/ Target 7,5-7,9

Short

• Bio-Reference Laboratories Inc. (BRLI) maybe a short below 17 / Target 16
  

Chart of the day

Some interesting "Stocks" to keep an eye on:

• Energy Select Sector SPDR (XLE)

• OIL SERVICE HOLDRS T (OIH)

Weekly trading review

Week	Symbol	L/S	Bought	Sold	Gain/Loss	Notes
10/10/05	NTAP	Long	24,10	26,12	+8,38%
	QCOM	Short	43,6	43,32	0% (SL)	low: 41,36
	QSII	Short	66,6	66,21	0% (SL)	low: 62,2
10/17/05	GFIG	Long	42,33	46,64	+10,18%
	CYMI	Long	34	36,77	+8,15%
10/24/05	DIGE	Long	30,05			OPEN
	COHU	Long	24,11			OPEN
	CERN	Short	84,07	89,4	-6,34%	low: 81,6
	NFLX	Short	25,50			OPEN
10/31/05	KNDL	Short	22,96			OPEN
	CPSI	Long	36,7	39,75	+8,31%
	CTHR	Long	24,25			OPEN

Daily Trade review from 10/24/05 to 10/31/05

	Symbol	L/S	Bought	Sold	Gain/Loss	Notes
10/24/05	GVHR	Long	25,10	26,45	+5,38%
	CEPH	Long	46,36	45,8	-1,21%
10/26/05	ASF	Long	40,95	41,88	+2,27%
	MIDD	Long	72,80	75,43	+3,61%
10/27/05	ESLR	Long	8,85	8,4	-5,08%
	TIE	Short	42,5	43,85	-3,18%
10/31/05	CTHR	Long	24	22,7	-5,41%
	HANS	Long	49,2	51	+3,66%
	NVDA	Long	32,74	34,06	+4,03%

Weekly Trading update

• Bought Charles & Colvard Ltd. (CTHR) at 24,25
  

• Cerner Corp. (CERN) short stopped out at 89,4 for a loss of 6,34%

• I missed to sell Computer Programs & Systems Inc. (CPSI) yesterday - perhaps we get above 40 today, then I will get out ... otherwise I placed a stop to lock in some gains.

Update: Sold CPSI at 39,75 for a gain of 8,3%

Daily & Weekly Trading update

Daily:

Sold Middleby Corp. (MIDD) at 75,43 for a gain of 3,6%

Weekly:

Sold GFI Group Inc. (GFIG) at 46,64 for a gain of 10,18%.

Looking for an exit at Computer Programs & Systems Inc. (CPSI) (currently around 5% up, bought 36,7)

Forbes: The 200 Best Small Companies

Perhaps a good list to find some interesting stocks:

The 200 Best Small Companies

Top Ten:

01. Hansen Natural
02. Cognizant Technology Solutions
03. Travelzoo
04. Remington Oil & Gas
05. Usana Health Sciences
06. Forward Industries
07. Laserscope
08. Ceradyne
09. American Healthways
10. Middleby

Hansen Natural Corp. (HANS)

Owned HANS at 49,2 and got out at 51 on Monday.... a little bit to early...

Today stock is up more than 13% by an upgrade from citigroup with a price target of 72$.




Well - there was a downgrade by the "citibankers" for GFI Group Inc. (GFIG) a few days ago. See what happenend:



















We will see what will happen with HANS....

NVIDIA Corp. (NVDA)

Sold stock (NVDA) at 34,06 for a gain of 4%.

Middleby Corp. (MIDD) - Breakout

MIDD breaks out to new year highs today and is up more than 6% actually. I'm looking for an nice exit here (Bought 72,80)...

Daily Watchlist update

Due to lack of time I can't do "daily-strategy-trading" anymore, so I will concentrate on the weekly and monthly time frame.

I sold CTHR at 22,7 for a loss of 5,4%. Stock was not able to break the resistance around 24...

Placed a stop at NVDA so I won't produce any losses here... also I hold on to MIDD


On weekly trading strategy I sold KNDL short at 22,96 and bought CPSI at 36,7.

Daily Watchlist for Tuesday 11/01/05

Long

• "Breakout-Plays":

• Bio-Reference Laboratories Inc. (BRLI) above 19
• Dril-Quip Inc. (DRQ) above 41,70
• Intuit Inc. (INTU) above 46,40
• Manpower Inc. (MAN) above 45,60
• Nike Inc. (NKE) above 84,4

Short

• Rural Cellular Corp. (RCCC) looks short under 15,60

• Strayer Education Inc. (STRA) maybe a short below 89,25

Consider always the disclaimer, I'm not a professional investor !