tag:blogger.com,1999:blog-3657291824051989150Wed, 01 Feb 2012 03:57:42 +0000Mutual FundsTradingETFseducationmodelPMarketsInformationPollsopinionsoptionsStocks<br> <br> <br> The markets can be treacherous, if not deceitful<br> for retail investors, in particular during times <br> of heightened volatility. Stay informed, do<br> your research, and don’t be led astray by the<br> self serving talking heads. Subscribe to PaperGains.http://papergains.blogspot.com/noreply@blogger.com (PaperGains)Blogger233125Papergainshttp://feedburner.google.comtag:blogger.com,1999:blog-3657291824051989150.post-2417603413635304953Wed, 01 Feb 2012 03:57:00 +00002012-01-31T19:57:42.472-08:00Frontier (NASDAQ: FTR) is keeping people up and night I'm sure. Here's the recent news, it took a beating the past couple of weeks, the talking heads keep saying dividend cut imminent, FTR is the 5th most shorted stock on the NASDAQ, volume has been through the ceiling, the company moved up it's earnings release, and I bought more. Here's why I'm still a believer, even if the dividend were cut http://feedproxy.google.com/~r/Papergains/~3/QnhMSmu0cWw/ftr-ftr-ftr-ftr-ftr.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/VS7D_aZVKC0pmm2MxW-PhKHZpxk/0/da"><img src="http://feedads.g.doubleclick.net/~a/VS7D_aZVKC0pmm2MxW-PhKHZpxk/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/VS7D_aZVKC0pmm2MxW-PhKHZpxk/1/da"><img src="http://feedads.g.doubleclick.net/~a/VS7D_aZVKC0pmm2MxW-PhKHZpxk/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=QnhMSmu0cWw:1zPE5_7J1lo:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=QnhMSmu0cWw:1zPE5_7J1lo:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=QnhMSmu0cWw:1zPE5_7J1lo:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/QnhMSmu0cWw" height="1" width="1"/>http://papergains.blogspot.com/2012/01/ftr-ftr-ftr-ftr-ftr.htmltag:blogger.com,1999:blog-3657291824051989150.post-7903844518069737409Sat, 21 Jan 2012 03:32:00 +00002012-01-20T19:32:52.555-08:00Sorry for the absence. Looks like the sun wants to shine on the market again. Some of our MP losers have come to life. People realize solar isn't dead, but we've still got a suicide watch on Frontier (FTR) and Novatel (NVTL). Our side bet on BofA (BAC) at around $5 has paid off, but we're not ready to sell yet. We still have to get our MP picks together in a table. One more note, look at Vivus (http://feedproxy.google.com/~r/Papergains/~3/BhVs8_tJPjc/fog-may-have-lifted.htmlnoreply@blogger.com (PaperGains)2<p><a href="http://feedads.g.doubleclick.net/~a/jx0ZQexaKLMNHzTLITE6JDoOEQo/0/da"><img src="http://feedads.g.doubleclick.net/~a/jx0ZQexaKLMNHzTLITE6JDoOEQo/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/jx0ZQexaKLMNHzTLITE6JDoOEQo/1/da"><img src="http://feedads.g.doubleclick.net/~a/jx0ZQexaKLMNHzTLITE6JDoOEQo/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=BhVs8_tJPjc:SBnMEW_2aRc:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=BhVs8_tJPjc:SBnMEW_2aRc:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=BhVs8_tJPjc:SBnMEW_2aRc:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/BhVs8_tJPjc" height="1" width="1"/>http://papergains.blogspot.com/2012/01/fog-may-have-lifted.htmltag:blogger.com,1999:blog-3657291824051989150.post-9143213935928515982Wed, 07 Dec 2011 05:31:00 +00002011-12-06T21:52:35.174-08:00opinionsMarketsHave you noticed how stocks go round and round, then sometimes rally for a few months then sometimes sell off for a few months, but most stocks seem to have no intermediate or long term direction? Well, get used to it. I've written about this in the past and here it is again. Our markets are dominated by algorithms and people sitting in back rooms next to computers. If you need proof, read this http://feedproxy.google.com/~r/Papergains/~3/SSpcuafZh4o/new-new-normal.htmlnoreply@blogger.com (PaperGains)4<p><a href="http://feedads.g.doubleclick.net/~a/Q0fB-vQk94eTkzKGy5rP5J2-1bU/0/da"><img src="http://feedads.g.doubleclick.net/~a/Q0fB-vQk94eTkzKGy5rP5J2-1bU/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/Q0fB-vQk94eTkzKGy5rP5J2-1bU/1/da"><img src="http://feedads.g.doubleclick.net/~a/Q0fB-vQk94eTkzKGy5rP5J2-1bU/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=SSpcuafZh4o:7TXCOBxfUAw:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=SSpcuafZh4o:7TXCOBxfUAw:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=SSpcuafZh4o:7TXCOBxfUAw:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/SSpcuafZh4o" height="1" width="1"/>http://papergains.blogspot.com/2011/12/new-new-normal.htmltag:blogger.com,1999:blog-3657291824051989150.post-8275086041208911056Tue, 29 Nov 2011 04:20:00 +00002011-11-28T20:34:13.161-08:00opinionsStocksI thought I'd throw a few ideas your way. This market is tricky and not to be trusted. We're in that type of market where trading can be dangerous. Volatility is all over the place, rumors are rampant, and that can also create opportunities for the patient investor. Remember SQNM, we picked up a little. Couldn't resist down just under $4. If their Down Syndrome test works as advertised, it http://feedproxy.google.com/~r/Papergains/~3/d7nQ5tkPM8k/few-thoughts-on-few-things.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/eH2AmbtOE5-NtMuoAvtGvhO-9ac/0/da"><img src="http://feedads.g.doubleclick.net/~a/eH2AmbtOE5-NtMuoAvtGvhO-9ac/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/eH2AmbtOE5-NtMuoAvtGvhO-9ac/1/da"><img src="http://feedads.g.doubleclick.net/~a/eH2AmbtOE5-NtMuoAvtGvhO-9ac/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=d7nQ5tkPM8k:RltTHVDPM0U:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=d7nQ5tkPM8k:RltTHVDPM0U:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=d7nQ5tkPM8k:RltTHVDPM0U:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/d7nQ5tkPM8k" height="1" width="1"/>http://papergains.blogspot.com/2011/11/few-thoughts-on-few-things.htmltag:blogger.com,1999:blog-3657291824051989150.post-1974156577647831205Mon, 14 Nov 2011 04:26:00 +00002011-12-06T21:47:37.372-08:00modelP13 Nov - We added, NutriSystem (NYSE: NTRI) to the MP at a hair over $11, so cal it $11. This one is a little different, as revenues are off from a year ago and it's another small cap. The good is it's got that 6% yield and obesity is such a huge deal that I think there's enough to go around between NTRI and WTW. NTRI needs to get their marketing machine working and hire some celebs that need to http://feedproxy.google.com/~r/Papergains/~3/q9bf6fC2pY0/picking-fruit-from-our-trees-updated-13_13.htmlnoreply@blogger.com (PaperGains)2<p><a href="http://feedads.g.doubleclick.net/~a/RS41etusMVH_4MHu3GJIJv48t38/0/da"><img src="http://feedads.g.doubleclick.net/~a/RS41etusMVH_4MHu3GJIJv48t38/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/RS41etusMVH_4MHu3GJIJv48t38/1/da"><img src="http://feedads.g.doubleclick.net/~a/RS41etusMVH_4MHu3GJIJv48t38/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=q9bf6fC2pY0:4rY87j_aapM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=q9bf6fC2pY0:4rY87j_aapM:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=q9bf6fC2pY0:4rY87j_aapM:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/q9bf6fC2pY0" height="1" width="1"/>http://papergains.blogspot.com/2011/11/picking-fruit-from-our-trees-updated-13_13.htmltag:blogger.com,1999:blog-3657291824051989150.post-3016787139558186994Mon, 24 Oct 2011 05:39:00 +00002011-12-06T21:47:46.054-08:00modelP23 Oct - We added Freeport (NYSE: FCX) to the MP at $34. We thought long and hard about CLF or FCX, but opted for the exposure to gold rather than iron ore. Also, the 3% yield is nice. Wish we had pulled the trigger under $30, but we'll live. There may be a bumpy road ahead, as the economy is on shaky ground which means copper demand will be uneven, but things will be up and down over the next 2 http://feedproxy.google.com/~r/Papergains/~3/zh1qS1rXuYo/picking-fruit-from-our-trees-updated-23.htmlnoreply@blogger.com (PaperGains)8<p><a href="http://feedads.g.doubleclick.net/~a/W95m6O9MPtLTPGF19ABY-kGAjeM/0/da"><img src="http://feedads.g.doubleclick.net/~a/W95m6O9MPtLTPGF19ABY-kGAjeM/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/W95m6O9MPtLTPGF19ABY-kGAjeM/1/da"><img src="http://feedads.g.doubleclick.net/~a/W95m6O9MPtLTPGF19ABY-kGAjeM/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=zh1qS1rXuYo:6WqFEUc56Bc:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=zh1qS1rXuYo:6WqFEUc56Bc:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=zh1qS1rXuYo:6WqFEUc56Bc:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/zh1qS1rXuYo" height="1" width="1"/>http://papergains.blogspot.com/2011/10/picking-fruit-from-our-trees-updated-23.htmltag:blogger.com,1999:blog-3657291824051989150.post-8619923830375821339Tue, 04 Oct 2011 04:24:00 +00002011-10-23T22:30:02.583-07:00Frontier (FTR) paid the usual dividend today and the Board said they intend to keep paying the say dividend. What more do people need? Shorts are trying to force a dividend cut, but I don't see it happening. The yield is over 12% now and the stock is around 5.5. Oddly enough, the Jan 13 calls look expensive at $5 and $7.5. I'd add more in here and reap the rewards of a failed short attack and a http://feedproxy.google.com/~r/Papergains/~3/q-2JrnzFL5I/frontier-is-even-more-interesting.htmlnoreply@blogger.com (PaperGains)4<p><a href="http://feedads.g.doubleclick.net/~a/83AecU9XHIi3GF-D6vflj06h6fg/0/da"><img src="http://feedads.g.doubleclick.net/~a/83AecU9XHIi3GF-D6vflj06h6fg/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/83AecU9XHIi3GF-D6vflj06h6fg/1/da"><img src="http://feedads.g.doubleclick.net/~a/83AecU9XHIi3GF-D6vflj06h6fg/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=q-2JrnzFL5I:s_RmXasD-4I:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=q-2JrnzFL5I:s_RmXasD-4I:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=q-2JrnzFL5I:s_RmXasD-4I:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/q-2JrnzFL5I" height="1" width="1"/>http://papergains.blogspot.com/2011/10/frontier-is-even-more-interesting.htmltag:blogger.com,1999:blog-3657291824051989150.post-6898152382324665574Tue, 04 Oct 2011 04:10:00 +00002011-10-03T21:24:24.654-07:00The Solar industry is so beaten up, it looks like it's almost over. I hope it's the 'rope a dope' and not the real thing! That's why I gotta believe we gotta be buying them. I think we're going to see some M&A activity in that space, but who has the money to buy? Definitely not another solar name. Maybe a big company like GE or Dow Chemical. Either way, I think the downside risk is so small and http://feedproxy.google.com/~r/Papergains/~3/emiTGW5JfFc/wow-solar-industry-is-on-ropes.htmlnoreply@blogger.com (PaperGains)2<p><a href="http://feedads.g.doubleclick.net/~a/KzPUlQCVXTaBdP67OsfpMqhrY_k/0/da"><img src="http://feedads.g.doubleclick.net/~a/KzPUlQCVXTaBdP67OsfpMqhrY_k/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/KzPUlQCVXTaBdP67OsfpMqhrY_k/1/da"><img src="http://feedads.g.doubleclick.net/~a/KzPUlQCVXTaBdP67OsfpMqhrY_k/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=emiTGW5JfFc:UrOsv0neAtI:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=emiTGW5JfFc:UrOsv0neAtI:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=emiTGW5JfFc:UrOsv0neAtI:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/emiTGW5JfFc" height="1" width="1"/>http://papergains.blogspot.com/2011/10/wow-solar-industry-is-on-ropes.htmltag:blogger.com,1999:blog-3657291824051989150.post-5515036779477715797Sun, 02 Oct 2011 19:02:00 +00002011-12-06T21:47:55.270-08:00modelP2 Oct - We added MetroPCS (NYSE: PCS) to the MP at $8.70. I gotta believe this ATT/T Mobile potential deal is a positive for this company. If the deal goes through, Verizon, Sprint, or some unforeseen entity will be pressured to step up and buy them. If the deal doesn't go through, then great for PCS. In addition, wireless is just where everything is going, land line are dead. The wireless http://feedproxy.google.com/~r/Papergains/~3/d8amLMRYvvM/picking-fruit-from-our-trees-updated-2.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/KtzEnV-Cw_gXCLpXbeh8glo-q1M/0/da"><img src="http://feedads.g.doubleclick.net/~a/KtzEnV-Cw_gXCLpXbeh8glo-q1M/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/KtzEnV-Cw_gXCLpXbeh8glo-q1M/1/da"><img src="http://feedads.g.doubleclick.net/~a/KtzEnV-Cw_gXCLpXbeh8glo-q1M/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=d8amLMRYvvM:FPonyKok_IM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=d8amLMRYvvM:FPonyKok_IM:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=d8amLMRYvvM:FPonyKok_IM:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/d8amLMRYvvM" height="1" width="1"/>http://papergains.blogspot.com/2011/10/picking-fruit-from-our-trees-updated-2.htmltag:blogger.com,1999:blog-3657291824051989150.post-4670905557472084161Thu, 22 Sep 2011 04:15:00 +00002011-10-03T08:00:50.112-07:00So the latest rumor is Frontier (FTR), MP member, has been targeted by shorts. The action of the past few days did get my attention. The volume was enormous and the price movement was ridiculous. This is one the shorts may regret going after with that hefty dividend. Their plan must be to send the stock down enough so the dividend is not sustainable, but that's a risky play. I'd buy more at $6 http://feedproxy.google.com/~r/Papergains/~3/7KLYFOPNMJI/another-mp-short-target.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/q1PWH7F1VulZjxHFgH_N4oClZF4/0/da"><img src="http://feedads.g.doubleclick.net/~a/q1PWH7F1VulZjxHFgH_N4oClZF4/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/q1PWH7F1VulZjxHFgH_N4oClZF4/1/da"><img src="http://feedads.g.doubleclick.net/~a/q1PWH7F1VulZjxHFgH_N4oClZF4/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=7KLYFOPNMJI:vDyR4xbopFw:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=7KLYFOPNMJI:vDyR4xbopFw:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=7KLYFOPNMJI:vDyR4xbopFw:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/7KLYFOPNMJI" height="1" width="1"/>http://papergains.blogspot.com/2011/09/another-mp-short-target.htmltag:blogger.com,1999:blog-3657291824051989150.post-5900900425790241138Wed, 21 Sep 2011 04:45:00 +00002011-09-20T21:45:39.195-07:00We went through this mid last year, where the market was ruled by the unruly. This is why we say over and over again, don't try to trade this market, but invest and be prepared to stay with your positions for a year or longer. Seems everything China is taking the brunt of the beating. Still waiting to fill our last three Model Portfolio spots.  I wonder if the SEC is ever going to take our http://feedproxy.google.com/~r/Papergains/~3/7w0PzOtEf00/hold-on-to-your-hats-its-stormy-outside.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/VVDsEf-BmPtVG0RkPhBdi22PhrU/0/da"><img src="http://feedads.g.doubleclick.net/~a/VVDsEf-BmPtVG0RkPhBdi22PhrU/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/VVDsEf-BmPtVG0RkPhBdi22PhrU/1/da"><img src="http://feedads.g.doubleclick.net/~a/VVDsEf-BmPtVG0RkPhBdi22PhrU/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=7w0PzOtEf00:QEuU1YzETHg:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=7w0PzOtEf00:QEuU1YzETHg:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=7w0PzOtEf00:QEuU1YzETHg:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/7w0PzOtEf00" height="1" width="1"/>http://papergains.blogspot.com/2011/09/hold-on-to-your-hats-its-stormy-outside.htmltag:blogger.com,1999:blog-3657291824051989150.post-2366275406498080955Sat, 17 Sep 2011 18:24:00 +00002011-10-03T08:01:52.076-07:00This market is up to its old tricks. Hedge funds are back with a vengeance and that can be seen in the volatility and high level of correlation between similar stocks. It creates opportunity, as times like these traders tend to throw the baby out with the bath water.  Notable stories, Netflix (NASDAQ: NFLX), what a disaster. They actually thought they could raise prices 60% over night and not http://feedproxy.google.com/~r/Papergains/~3/nu4lNhgP4Nw/crazy-week-with-crazy-volatility.htmlnoreply@blogger.com (PaperGains)4<p><a href="http://feedads.g.doubleclick.net/~a/Wlg-tUiaA5zMmCUxZX4mX9QEp6Q/0/da"><img src="http://feedads.g.doubleclick.net/~a/Wlg-tUiaA5zMmCUxZX4mX9QEp6Q/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/Wlg-tUiaA5zMmCUxZX4mX9QEp6Q/1/da"><img src="http://feedads.g.doubleclick.net/~a/Wlg-tUiaA5zMmCUxZX4mX9QEp6Q/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=nu4lNhgP4Nw:JwlxuF7HPq0:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=nu4lNhgP4Nw:JwlxuF7HPq0:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=nu4lNhgP4Nw:JwlxuF7HPq0:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/nu4lNhgP4Nw" height="1" width="1"/>http://papergains.blogspot.com/2011/09/crazy-week-with-crazy-volatility.htmltag:blogger.com,1999:blog-3657291824051989150.post-5592254482714166444Wed, 14 Sep 2011 23:52:00 +00002011-09-14T16:52:11.382-07:00opinionsStocksmodelPSome bodies have it in, not just for DANG, but for NVTL. I'm starting to see the most obscure articles written by unknown bloggers, even more unknown than PaperGains, being published on Google and Yahoo dogging NVTL. I thought there was a raid taking place in NVTL stock and I'm completely convinced now. The stock hasn't moved much as a result of these perceived negative stories, so I'm thinking http://feedproxy.google.com/~r/Papergains/~3/K9LB7NfR5CQ/novatel-being-dogged-by-shadowy-figures.htmlnoreply@blogger.com (PaperGains)2<p><a href="http://feedads.g.doubleclick.net/~a/96-MgSP6keXU6nTV6zwVXWt4ONg/0/da"><img src="http://feedads.g.doubleclick.net/~a/96-MgSP6keXU6nTV6zwVXWt4ONg/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/96-MgSP6keXU6nTV6zwVXWt4ONg/1/da"><img src="http://feedads.g.doubleclick.net/~a/96-MgSP6keXU6nTV6zwVXWt4ONg/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=K9LB7NfR5CQ:oINNWrAdVXU:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=K9LB7NfR5CQ:oINNWrAdVXU:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=K9LB7NfR5CQ:oINNWrAdVXU:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/K9LB7NfR5CQ" height="1" width="1"/>http://papergains.blogspot.com/2011/09/novatel-being-dogged-by-shadowy-figures.htmltag:blogger.com,1999:blog-3657291824051989150.post-5309624762685848221Sat, 10 Sep 2011 18:35:00 +00002011-12-06T21:48:16.941-08:00modelP10 Sep - I know we were reluctant to touch the insurers 30 days ago, because of European exposure concerns, but one of our old friends Hartford (NYSE: HIG) doesn't have much of that, so we're adding HIG to the list at $16.75 it's a bargain. We don't believe it or most of the other insurers fully recovered from the beating they took over the past few years. It's a solid name and has a 2.3% yield http://feedproxy.google.com/~r/Papergains/~3/MN-ogmkLRPk/picking-fruit-from-our-trees-updated-10.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/NZIn9UBdPhKNOnGKmeFXOpCzBck/0/da"><img src="http://feedads.g.doubleclick.net/~a/NZIn9UBdPhKNOnGKmeFXOpCzBck/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/NZIn9UBdPhKNOnGKmeFXOpCzBck/1/da"><img src="http://feedads.g.doubleclick.net/~a/NZIn9UBdPhKNOnGKmeFXOpCzBck/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=MN-ogmkLRPk:2cR4uU4YKiY:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=MN-ogmkLRPk:2cR4uU4YKiY:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=MN-ogmkLRPk:2cR4uU4YKiY:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/MN-ogmkLRPk" height="1" width="1"/>http://papergains.blogspot.com/2011/09/picking-fruit-from-our-trees-updated-10.htmltag:blogger.com,1999:blog-3657291824051989150.post-841616030594481832Tue, 23 Aug 2011 03:02:00 +00002011-08-22T20:04:27.616-07:00StocksmodelP22 Aug - So DANG appears to have been targeted by short sellers. Got hammered today and I didn't notice it was on the Reg SHO/Threshold list until today (been there for a while). For those of us who can wait it out, we should see a nice pop, eventually. 20 Aug - Adding a combo play Dangdang (NYSE: DANG) at $7.90 and Renren (NYSE: RENN) at $7. This position will hold one spot in the portfolio, sohttp://feedproxy.google.com/~r/Papergains/~3/un6nG4ILAhQ/picking-fruit-from-our-trees-updated-22.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/BGDSUfrE0tOBtiPKXVngrawbBo8/0/da"><img src="http://feedads.g.doubleclick.net/~a/BGDSUfrE0tOBtiPKXVngrawbBo8/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/BGDSUfrE0tOBtiPKXVngrawbBo8/1/da"><img src="http://feedads.g.doubleclick.net/~a/BGDSUfrE0tOBtiPKXVngrawbBo8/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=un6nG4ILAhQ:MmPs4hL7An4:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=un6nG4ILAhQ:MmPs4hL7An4:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=un6nG4ILAhQ:MmPs4hL7An4:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/un6nG4ILAhQ" height="1" width="1"/>http://papergains.blogspot.com/2011/08/picking-fruit-from-our-trees-updated-22.htmltag:blogger.com,1999:blog-3657291824051989150.post-7006368041302156049Sat, 20 Aug 2011 17:27:00 +00002011-08-20T10:35:13.161-07:00optionsI was snooping around and see that you can actually buy the 2013 5 strike call on FTR for about 2 bucks. The stock is trading at about 7 right now, so for those of you with a stomach for huge moves in your portfolio, like 20-30% swings a day, looks like easy money. Let me break it down this way. The stock goes up 50 cents, the call goes up at least 50 cents which is a 25% move. With that fat http://feedproxy.google.com/~r/Papergains/~3/H9f4GTtwis8/interesting-opportunity.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/skPvguAh1cNiVQHU0IDzEoTtAS0/0/da"><img src="http://feedads.g.doubleclick.net/~a/skPvguAh1cNiVQHU0IDzEoTtAS0/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/skPvguAh1cNiVQHU0IDzEoTtAS0/1/da"><img src="http://feedads.g.doubleclick.net/~a/skPvguAh1cNiVQHU0IDzEoTtAS0/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=H9f4GTtwis8:Ppnl4SijIiM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=H9f4GTtwis8:Ppnl4SijIiM:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=H9f4GTtwis8:Ppnl4SijIiM:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/H9f4GTtwis8" height="1" width="1"/>http://papergains.blogspot.com/2011/08/interesting-opportunity.htmltag:blogger.com,1999:blog-3657291824051989150.post-2232937272875150507Thu, 11 Aug 2011 03:23:00 +00002011-08-22T20:02:32.156-07:00StocksmodelP20 Aug - Adding a combo play Dangdang (NYSE: DANG) at $7.90 and Renren (NYSE: RENN) at $7. This position will hold one spot in the portfolio, so it's a split. This is our speculative play and gets ups good exposure to the Chinese consumer and both companies increased revenues by over 50%. Some of the negative news around these names doesn't bother me as I heard the same stuff about Baidu and http://feedproxy.google.com/~r/Papergains/~3/Kj_50EVe0p0/picking-fruit-from-our-trees.htmlnoreply@blogger.com (PaperGains)6<p><a href="http://feedads.g.doubleclick.net/~a/Sf34DQwMoHAte9ewDDHL_SrkzGo/0/da"><img src="http://feedads.g.doubleclick.net/~a/Sf34DQwMoHAte9ewDDHL_SrkzGo/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/Sf34DQwMoHAte9ewDDHL_SrkzGo/1/da"><img src="http://feedads.g.doubleclick.net/~a/Sf34DQwMoHAte9ewDDHL_SrkzGo/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=Kj_50EVe0p0:VH-NiapA6wg:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=Kj_50EVe0p0:VH-NiapA6wg:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=Kj_50EVe0p0:VH-NiapA6wg:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/Kj_50EVe0p0" height="1" width="1"/>http://papergains.blogspot.com/2011/08/picking-fruit-from-our-trees.htmltag:blogger.com,1999:blog-3657291824051989150.post-5599359274331989754Tue, 09 Aug 2011 04:02:00 +00002011-08-08T21:18:52.734-07:00StocksmodelPIt's nice being a spectator on days like this. I could hardly take my eyes of the tv and Internet. Too bad I had to work! The tricky part about making real money in the stock market, is how do you keep your money when everyone else is loosing theirs, so you can buy cheap at times like this. Well we've been waiting. We've nibbled around the edges, but took no big bites. So in getting prepped http://feedproxy.google.com/~r/Papergains/~3/0dMXjBx6SgM/what-day.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/tYG-BkPaunn5GfzsKaCtG7oCWrs/0/da"><img src="http://feedads.g.doubleclick.net/~a/tYG-BkPaunn5GfzsKaCtG7oCWrs/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/tYG-BkPaunn5GfzsKaCtG7oCWrs/1/da"><img src="http://feedads.g.doubleclick.net/~a/tYG-BkPaunn5GfzsKaCtG7oCWrs/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=0dMXjBx6SgM:iiag9TJR66A:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=0dMXjBx6SgM:iiag9TJR66A:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=0dMXjBx6SgM:iiag9TJR66A:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/0dMXjBx6SgM" height="1" width="1"/>http://papergains.blogspot.com/2011/08/what-day.htmltag:blogger.com,1999:blog-3657291824051989150.post-3656143301866526722Sat, 06 Aug 2011 02:59:00 +00002011-08-05T20:18:12.198-07:00opinionsStocksYes, we talked about this stock and we bought some and guess what readers, we bought some more today. Here's the skinny, close to record quarterly revenues which are up over 50% year over year, book value of over $5 per share, mobile broadband and mobile wifi/mifi taking off, and their machine to machine business is just starting to kick in.At the end of the day, this drop is trader driven and http://feedproxy.google.com/~r/Papergains/~3/ADR58Yphm-8/horror-show-that-was-novatel.htmlnoreply@blogger.com (PaperGains)2<p><a href="http://feedads.g.doubleclick.net/~a/9OEO4W4UKWqbypdcwfzi82I8Npw/0/da"><img src="http://feedads.g.doubleclick.net/~a/9OEO4W4UKWqbypdcwfzi82I8Npw/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/9OEO4W4UKWqbypdcwfzi82I8Npw/1/da"><img src="http://feedads.g.doubleclick.net/~a/9OEO4W4UKWqbypdcwfzi82I8Npw/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=ADR58Yphm-8:1YFeSMW5lLQ:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=ADR58Yphm-8:1YFeSMW5lLQ:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=ADR58Yphm-8:1YFeSMW5lLQ:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/ADR58Yphm-8" height="1" width="1"/>http://papergains.blogspot.com/2011/08/horror-show-that-was-novatel.htmltag:blogger.com,1999:blog-3657291824051989150.post-2989475741813537536Sat, 06 Aug 2011 02:56:00 +00002011-08-05T19:59:28.610-07:00opinionsMarketsFinally, this market is creating some buying opportunities. I haven't forgotten about publishing the new portfolio, but given recent events, the prudent thing to do is sit back and watch the show for just a while before picking up those bargains.Can't wait until Monday. The mayhem level should be off the chart after the S&P downgrade.http://feedproxy.google.com/~r/Papergains/~3/bqDTOsrqnik/these-are-days-weve-been-waiting-on.htmlnoreply@blogger.com (PaperGains)2<p><a href="http://feedads.g.doubleclick.net/~a/HS4Lv-sRiXKrxqwhOllHbopUFXk/0/da"><img src="http://feedads.g.doubleclick.net/~a/HS4Lv-sRiXKrxqwhOllHbopUFXk/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/HS4Lv-sRiXKrxqwhOllHbopUFXk/1/da"><img src="http://feedads.g.doubleclick.net/~a/HS4Lv-sRiXKrxqwhOllHbopUFXk/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=bqDTOsrqnik:l2QR_wRszxY:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=bqDTOsrqnik:l2QR_wRszxY:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=bqDTOsrqnik:l2QR_wRszxY:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/bqDTOsrqnik" height="1" width="1"/>http://papergains.blogspot.com/2011/08/these-are-days-weve-been-waiting-on.htmltag:blogger.com,1999:blog-3657291824051989150.post-4271614052926845226Fri, 15 Jul 2011 05:03:00 +00002011-07-14T22:16:07.007-07:00opinionsStocksOther than a nibble here and a nibble there, we've still got high levels of cash. In fact we're pretty surprised no one seems to care a whole lot about the pending disasters, for example the US credit rating and Europe. The S&P is just about where it was at the end of the 1st quarter. This is another one of those periods where things could go either way in a hurry, which means the prudent thing http://feedproxy.google.com/~r/Papergains/~3/HpwCeIVDqko/what-to-do-what-to-do.htmlnoreply@blogger.com (PaperGains)6<p><a href="http://feedads.g.doubleclick.net/~a/YDaNsSQDd5LFsRjVXtf6ObrLgxY/0/da"><img src="http://feedads.g.doubleclick.net/~a/YDaNsSQDd5LFsRjVXtf6ObrLgxY/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/YDaNsSQDd5LFsRjVXtf6ObrLgxY/1/da"><img src="http://feedads.g.doubleclick.net/~a/YDaNsSQDd5LFsRjVXtf6ObrLgxY/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=HpwCeIVDqko:oH8KTOuKhP4:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=HpwCeIVDqko:oH8KTOuKhP4:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=HpwCeIVDqko:oH8KTOuKhP4:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/HpwCeIVDqko" height="1" width="1"/>http://papergains.blogspot.com/2011/07/what-to-do-what-to-do.htmltag:blogger.com,1999:blog-3657291824051989150.post-1719520401089457482Sun, 19 Jun 2011 17:11:00 +00002011-06-19T10:21:31.959-07:00opinionsMarketsStocksThe recent market sell off has been nice, but I'd like to see more and if we don't get it this coming week with the pending Greece disaster, I think we'll get it this earnings season in July, as I don't think the forecasts for the rest of the year are going to expectations.A couple of stories we like, Novatel (NASDAQ: NVTL) has made a nice move since we started buying under 5 and I don't care http://feedproxy.google.com/~r/Papergains/~3/V-wPTxyC8yc/what-nice-bath-investors-have-taken.htmlnoreply@blogger.com (PaperGains)4<p><a href="http://feedads.g.doubleclick.net/~a/1xgjp_UKzCJhDDMZVAD0BdzvdBg/0/da"><img src="http://feedads.g.doubleclick.net/~a/1xgjp_UKzCJhDDMZVAD0BdzvdBg/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/1xgjp_UKzCJhDDMZVAD0BdzvdBg/1/da"><img src="http://feedads.g.doubleclick.net/~a/1xgjp_UKzCJhDDMZVAD0BdzvdBg/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=V-wPTxyC8yc:pjLRabLAZ_I:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=V-wPTxyC8yc:pjLRabLAZ_I:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=V-wPTxyC8yc:pjLRabLAZ_I:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/V-wPTxyC8yc" height="1" width="1"/>http://papergains.blogspot.com/2011/06/what-nice-bath-investors-have-taken.htmltag:blogger.com,1999:blog-3657291824051989150.post-2448160842197871511Thu, 02 Jun 2011 05:25:00 +00002011-06-01T22:33:06.921-07:00opinionsMarketsRemember what we've said about huge sell offs that happen toward the beginning of the month -look out below! I admit, this market has been tricky and today may end up being just another blip, but today didn't look good. This might be the beginning of a long, hot, nasty summer in the markethttp://feedproxy.google.com/~r/Papergains/~3/8d6sSHQJvMQ/what-day.htmlnoreply@blogger.com (PaperGains)0<p><a href="http://feedads.g.doubleclick.net/~a/IpAGlff0VgmjuCiIR7RU6zK0Duo/0/da"><img src="http://feedads.g.doubleclick.net/~a/IpAGlff0VgmjuCiIR7RU6zK0Duo/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/IpAGlff0VgmjuCiIR7RU6zK0Duo/1/da"><img src="http://feedads.g.doubleclick.net/~a/IpAGlff0VgmjuCiIR7RU6zK0Duo/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=8d6sSHQJvMQ:OKN4Ii8W0E4:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=8d6sSHQJvMQ:OKN4Ii8W0E4:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=8d6sSHQJvMQ:OKN4Ii8W0E4:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/8d6sSHQJvMQ" height="1" width="1"/>http://papergains.blogspot.com/2011/06/what-day.htmltag:blogger.com,1999:blog-3657291824051989150.post-8990404348094851205Fri, 27 May 2011 04:45:00 +00002011-05-26T21:54:18.608-07:00StocksA couple of years ago we added Sierra Wireless (NASDAQ:SWIR)to the 2011 Model Portfolio and we were very happy with the return, buying at $3.8 and it trades around $11 now. It's ugly sister, Novatel (NASDAQ:NVTL) always seem to be not quite as good, but the two stocks over the years crissXcross.When one trades at twice or near twice the other, it's not long before they come together. With that http://feedproxy.google.com/~r/Papergains/~3/B_pQIoUR3xs/taking-close-look-at-small-company.htmlnoreply@blogger.com (PaperGains)2<p><a href="http://feedads.g.doubleclick.net/~a/XrtrQWt57y-xUGJRV6c-2p-uP9o/0/da"><img src="http://feedads.g.doubleclick.net/~a/XrtrQWt57y-xUGJRV6c-2p-uP9o/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/XrtrQWt57y-xUGJRV6c-2p-uP9o/1/da"><img src="http://feedads.g.doubleclick.net/~a/XrtrQWt57y-xUGJRV6c-2p-uP9o/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=B_pQIoUR3xs:sY9oftRTq-A:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=B_pQIoUR3xs:sY9oftRTq-A:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=B_pQIoUR3xs:sY9oftRTq-A:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/B_pQIoUR3xs" height="1" width="1"/>http://papergains.blogspot.com/2011/05/taking-close-look-at-small-company.htmltag:blogger.com,1999:blog-3657291824051989150.post-579662920020207215Mon, 16 May 2011 04:22:00 +00002011-05-15T21:25:17.270-07:00MarketsStocksAlthough I'm not eager to put on any new positions, I added a little Cisco (CSCO) to the pile. Couldn't resist. I just think that long term this stock looks cheap. It also pays a little dividend which fits in with the long term strategy.Other than that, still in a holding pattern. Prices have come down, but we're waiting on a nice shake out, that causes people to question the market.http://feedproxy.google.com/~r/Papergains/~3/BkfjijK-A98/looking-at-cisco.htmlnoreply@blogger.com (PaperGains)4<p><a href="http://feedads.g.doubleclick.net/~a/tu83-clls40neiJVQXdc4dKHo5U/0/da"><img src="http://feedads.g.doubleclick.net/~a/tu83-clls40neiJVQXdc4dKHo5U/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/tu83-clls40neiJVQXdc4dKHo5U/1/da"><img src="http://feedads.g.doubleclick.net/~a/tu83-clls40neiJVQXdc4dKHo5U/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/Papergains?a=BkfjijK-A98:3JzKZ_sKorE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/Papergains?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=BkfjijK-A98:3JzKZ_sKorE:63t7Ie-LG7Y"><img src="http://feeds.feedburner.com/~ff/Papergains?d=63t7Ie-LG7Y" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/Papergains?a=BkfjijK-A98:3JzKZ_sKorE:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/Papergains?d=qj6IDK7rITs" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/Papergains/~4/BkfjijK-A98" height="1" width="1"/>http://papergains.blogspot.com/2011/05/looking-at-cisco.html