hey, just loggin' in to make my blog quota. thought i'd log into marketocracy today to sell my appl, and maybe my goog. Noticed i didn't have either in my slo-account. Hmm, thought i'd bought some back at 120 and 500. maybe i did and already sold them a month or two ago. i don't remember now. :( Oh well.

Aapl buck a quarter earnings. 4 bucks a year. price ~160. forty years to cover. Ipod sales - saturated. Iphone - prices gotta come down. Mac sales - nice thin laptops. Need to market like all get out, artsy people still want the mac and the rest? focus is back to the mac. itunes - who wants to pay a buck a song? online shows n' stuff. blahblahblah take my imaginary gain for now...

Sold my Packeteer while i was at it. PKTR. It grew to 9%, now it's in cash. Bought out so bye bye. Bandwith management co.

Been workin' beacoup de temps. Classes. Market malaise this summer, like most summers? Oil break sometime this year? Fed cut what, .25? Dollar bottom this summer, after last rate cut and in the middle of the summer slowdown? Got my eye on housing/regionals/eths.

Tried to buy the t-35's yesterday morning for the lag rise on earnings, missed out on 20%, left me frustrated yesturday. Glad i never bought them sbux leaps yet. Is crox a good 12month value here? Who doesn't think T will be well over 40 a year from now? Think gss is/was flirting with 3 again, not a bad entry. Are refiners and eths in the same boat? Are eths cuttin' in to refiners margins? or too small to matter...

Hope you all took advantage of dvw. It's not often you come across a 90d t-bill paying 100% annualized returns. Lost out on about 4/5 of my april ops... T 40's, Sbux 19's, hal 37.5 puts (tried to trade it just as it went momemtum - darn, and this was one of my best personal bullcall theories for the year back at the new year, almost bought the 40call instead...), broke even on the cc (circuit city) 5's (missed selling on the monday morning spike while at work...!), but all in all broke even with a good play on the mgpi 7.5. Looking to do some eth calls or semi-calls or housing calls or financial calls over the next few months. My current most viewed watchlist, the usual suspects.... housing:hov, tol, ryl, bzh, phm, chci; financials: etfc, sov, cfc, mer (puts), etc. for plays and lots of others just for market pulse; eths: avr, vse, peix, mgpi, synm, rtk, for plays and ande, adm for market pulse. (i should probably find a way to watch commodities, corn/oil prices, and eth market prices, margins etc. if'm really going to be serious about this. the premise is, at least in theory, that high an' risin' pump prices this summer would make eth more attractive to blenders, and somehow co's like vse are still making profits with corn at 6pb, suprising some people ); gotta run.

Wanna know what we do here in iowa when the weather gets nice? morels.com, iowa board. sell for 25bucks a pound fresh. mmmmm, mmmmmm, delish. if anyone could ever find out how these mysterious little truffles of the midwest are grown they could make a mint. mahalo mes amis.

Comments: View Comments |  Thursday April 24, 2008