Date updated:01-18-2007
pick stocks with positive cash flow...very little debt...and unique business
models that are hard to compete with due to product/service startups difficulty

-
LIFC
Lifecell Corporat - $0.00
- 0.00%
- $N/A
This is a very hard business to compete with due to the nature of its products...it makes skin for use in operations...and has little or no competition..and a great management team! Look for this one to doublein 2yrs.

-
STLD
Steel Dynamics - $17.05
- +2.53%
- $16.68
Makes steel from scrap...pricing looks good for the next few qtrs... 2.2 bil in sales...growing customer base. ROE near 25%..only drawback to this stock is its nearly 50% debt,,the guy running this company knows what he's doing...trained with NUCOR as #2 man...and took a few good men with him when he left!

-
BLUD
Immucor - $19.08
- -1.45%
- $19.37
develops complete line of reagents (hard to duplicate) for hospitals clinics.. good cash generator with minimul debt...and a growing customer base.

-
CHKE
Cherokee Inc. - $19.50
- +0.21%
- $19.58
for a pure dividend play with little or no risk...this one is hard to beat...generates a whopping ROE of 83%...17 employees with only the top dawg getting overpaid (4+ mil a yr) . The float(#of shares outstanding) is less than 9mil...this one has room to run while it pays you to ride it!! Saddle up and get ready for next Christmas...

-
ERF
Enerplus Res Fd - $23.38
- +1.12%
- $23.33
This is a beaten down oil/gas play from Canada...pays a monthly dividend and in 2010..the tax structure will change along with the divident...so just enjoy the monthly dividend (over 10%) and the ups and downs for a 1 1/2 yrs..then sell in the low to mid 50's..

-
SCHN
Schnitzer Steel I - $47.17
- +3.10%
- $45.84
This is a great company with accelerating earnings....but not good enough for the so called analyst...it has taken a dive since reporting earnings. Trust me on this one...the numbers will improve quickly and you should buy this one ...now!! The chart looks like a falling knife..but don't let that worry you...charts change quickly when the numbers change...back up the wheelbarrow after you buy a thousand shares..

-
MM
Mm - $0.00
- N/A
- $N/A
recycles scrapmetal...healthy 28% return on equity...positive cash flow of 48Mil...float 26.68mil..this one looks good to go for 2007...throw your golf bag in the cart and take a few days off..this one should keep your membership for 1 more yr!
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A. I dont know, but heres what I do
know...
Buying the broad market (SPY/"your
picks") on Fridays has paid off
(sometimes huge) by selling on Monday.
Its been that way for weeks...pull up a
SPY chart!!!...the chances are very
high, like over 70% for 21weeks and over
80% for 12 weeks...I am not a T/A guy,
but because nobody anywhere is talking
about this I have to play with my own
numbers...if theres a big rally day, Ive
noticed that day is usually a Monday...I
started trading on this 3 weeks ago,
calling it "Free Money on
Mondays"...I simply do this:
1) Buy on Friday
2) Sell on Monday, as everyones saying
how great things are going
3) For the rest of the week, listen to
everyone saying how horrible things are
going [and laugh]
4) Repeat step #1
I stumbled on this after many many weeks
of hearing guys on T.V. say
"Managers are doing allocations on
Mondays" and finally decided to
look at the chart history. I am not
sure why nobody is analysing or talking
about this in detail, but I generally
DONT discuss things that I do not see
others discussing. I thought I would
bring it up to you because you seem to
care about Friday being a "bad
day", when I now offically consider
all Fridays a "buy day", at
least until I get beat a couple of times
(according to charts a beat like that
last occurred Aug 10th and 17th).
A. The only one I own : SLX,
too hard pick a winner out all of them
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