Taking A Break On This Blog

Take some profits when you can and let your winners run. Don't forget to take some money off the table on some of the high fliers though. My time is limited lately and will be taking a break from this blog for a while. Watch the market closely at the end of September to Mid-October 2007. If it starts to sell off get completely out and wait for the bottom which may not occur until sometime in 2008. We are not sure what all the sub-prime news that was just revealed will bring so please be careful.

TIE - Titanium Metals Chart - Bullish

The FED Is Expected To Cut Rates At Every Meeting Moving Forward To Stop The Stall In The US Economy

Cover any shorts now, because the FED could move at almost any time on or before September 18. Then, if the market breaks down, get short and stay short. A favorite short would be "SKF" in the $70 range.

Potash Continues to be in High demand for the next several years

Continue to HOLD POT, MOS, and MOO

Government Contracts

Click - To See Link

Analysts - Metals Prices To Stay Strong

Click - To Read Article

Motley Fool Loves TIE

Click - For Article

The Russian Air Show Is In Process

Organizers said over 540 Russian companies and at least 240 foreign firms from over 100 countries are participating in the air show this year.
Click - For Link

Metal Stocks - Not Effected By Subprime or Credit Crunch Yet

There is an huge demand for metals from China and India so many companies are trying to expand their operations just to keep up with the high demands.
Click - To Read Article

The Rocket Is Lit With Titanium Metals - TIE

Expect some serious short covering with TIE in the next few days backed up by unusually high insider buying these past few days! Insider Buying Info.
We could see a bounce to the $35 level soon as the MACD starts to turn up. It should cross over at the $30.60 - $30.70 level then proceed higher! TIE Chart

For ZOLT Investors

Click - To See Video

In Times Of Uncertainty, Billionaires Buy Metals

1) Click - Soros
2) Click - Icahn
3) Click - Simmons

Russia To Build 4,500 Aircraft By 2025

Click: To Read Article

Now Is Not The Time To Panic - Article

Wall Street Journal Online Article

Receiving Emails About ...What Is Going On?

There seems to be a panic on the street and all logic usually goes out the window. While we are losing short term, I think that a bounce is warranted and soon. I would be holding stocks like AA, ATI, Delphi, AMX and a few others. Having made some markets in stocks years ago...when the markets look ugly and sellers keep hitting the bids, the strategy was to just drop the bids and keep dropping them until the selling stops, unfortunately. The values were worth more, but when everyone wants to sell at one time, it is usually the practice to drop. Its like trying to sell your house immediately today and there are really no buyers. The prices we see today are not what I would call "real". In time of chaos, and hype played up on programs like CNBC, we find that there is a limited market or no market for stocks when everyone panics as we have seen over the past few days. The fundamentals haven't changed so please remember that if you are nervous. Focus on the fundamentals and it will all work out.

Remember these very important lessons:
1) When the market is running and you get euphoric and you start calculating all the money that you are making - sell some stock and keep selling if it continues to run
2) When the market looks bad are you are scared beyond belief - buy some high quality stocks and leg in more on further drops
3) Repeat the process

2 Billionaires Buying Stock - Carl Icahn and Harold Simmons

Carl Icahn: WASHINGTON, Aug 14 (Reuters) - U.S. billionaire investor Carl Icahn reported on Tuesday that his fund has taken significant stakes in aluminum companies Alcan Inc. and Alcoa Inc. (AA), which had previously held discussions to merge. Icahn Management LP reported in a filing with the U.S. Securities and Exchange Commission its holdings as of June 30, which included a 3.52 million share stake in Alcoa and a 1.18 million share stake in Alcan.

Harold Simmons - Click Here

FED's Monetary Policy

Last night Bloomberg reported that the FED's goal was to take rates from 5.25% to 4.75% by March of 2008. I would bet on an emergency FED rate cut before their next meeting if things get worse. Stay calm, everything will work out with a lot of EC's working together to calm the markets.

Anatomy Of A Professional Wash Out - InterOil - IOC

You have to assume that good news from IOC went to insiders and preferred stockholders a few months ago. With that news, here's what the Billionaire investors and large hedge funds do. SLAM the bids with huge blocks. Maybe even initiate a huge short position and drive out all stop orders and small investors, then re-buy those shares and then some. Following what appears to be a collapse in the stock, the manipulators take the stock to new highs when the real news is disseminated to the average folk. See for yourself. This is how the game is played.

Here is the news: Click Here

Here is the chart: Click Here

Insider Transactions

Click - To Read
BTW - This confirms the Russian Tycoon buying into GM as reported earlier this week.

Highland Capital Benefits From Shorting Subprime

As you know, we have been following the moves from Highland Capital for years. They are very smart people who know the investment business.

Click - To Read

Alcoa Takeover Speculation - Target $49

Friedman, Billings, Ramsey & Co. upgraded shares in AA to outperform from market perform Thursday, saying the recent sell-off in the aluminum producer's stock price "has completely removed any takeover premium in the name and provides upside potential" even if it's not bought out. Analyst Amir Arif kept his price target at $49 and said "there is a good probability of a takeout."

A View Of Some Of Our Stocks

HERE IS A LOOK AT SOME OF OUR STOCKS:
Zolt Chart
BHP Chart
Hansen Chart
TIE Chart
ATI Chart
Apple Chart
America Movil Chart (MACD Turning Up)
EEM Chart (MACD Turning Up)
Alcoa Chart (Buying Now)

Shorts Take A Beating With Harold Simmon's Company Valhi - VHI and NL Industries

Click - For Info

Rumor has it that Harold Simmons has hired an investment bank to sell off some of his assets. The NYSE asks the company for a comment on the unusual activity. VHI says, we don't comment on stock activity. Something looks like it is in the works. Also - There has been a lot of speculation that Harold and Annette Simmons are setting up their companies up to be sold follow an unusually high degree of insider buying by the Simmon's family over the last few weeks in Titanium Metals stock. Click - To See Insider Buying

We see that Blackrock is taking a piece of VHI already. Click Here

DARPA Chief Says - Titanium Is The Next Internet

Click - For Article

He's right about being in the Titanium Age except for the price of Titanium.

Alcoa Back In Play

Alcoa upgraded to "buy"

Tuesday, August 07, 2007 10:24:21 AM ET
Davenport & Co.

NEW YORK, August 7 (newratings.com) - Analysts at Davenport & Company upgrade Alcoa Inc (AA.NYS) to "buy." The target price is set to $43.

In a research note published this morning, the analysts mention that there is a 50% possibility of the company receiving a takeover offer from BHP Billiton, CVRD or a private equity. Any takeout offer for Alcoa is expected to be higher than the target price, the analysts say. The upgrade in the rating is based on valuation and the company�s fundamentals, Davenport & Company adds.

Sources In London Say A Russian Metals Tycoon Is Looking At GM and Other US Assets

As you know, we follow the best metals companies, but Russians buying into GM? We think that more and more foreign tycoons are interested in top quality US assets. With all the insider buying going on in Titanium Metals (TIE- NYSE) we can see someone taking a strong interest in the US's #1 Titanium company as well. Analysts have a target on TIE at $41 and earnings and expansion plans seem to suggest that TIE is on the fast track to continue their 23% ROA and 38% ROE. The Rolls-Royce Trent 1000, launch engine for the Boeing 787 Dreamliner, has received its airworthiness certification on schedule as well. Click - For News

Question: Why all the insider buying here? Unlike anything that we have ever seen. Ever! What does Harold Simmons know that we don't? Is he setting his company up to go private accumulating all the float? Click - For News

TIMET Reports Second Quarter 2007 Results and Additional Titanium Melt Capacity Expansion Plans

PRNewswire 5:00 p.m. 08/07/2007

DALLAS, Aug 07, 2007 /PRNewswire-FirstCall via COMTEX/ -- Titanium Metals Corporation ("TIMET" or the "Company") (TIE) reported its net income attributable to common stockholders increased 41% to $76.3 million, or $0.42 per diluted share, for the quarter ended June 30, 2007, compared to $54.3 million, or $0.31 per diluted share, for the quarter ended June 30, 2006.
The Company's net sales increased 13% from $300.9 million during the second quarter of 2006 to $341.2 million during the second quarter of 2007 due primarily to increases in average selling prices and favorable changes in product mix. Overall industry fundamentals and outlook continue to support a long-term favorable trend in demand for titanium across all major industry market sectors which has favorably impacted melted and mill titanium prices. Current trends in market demands have also resulted in a shift of the Company's product mix toward an increased proportion of mill products, including a higher mix of aerospace plate and sheet products, which require additional processing and resources as compared to melted products, but which also command higher sales prices. While volumes of melted and mill products declined somewhat compared to the same period in the prior year due primarily to the near-term effects of production delays with certain commercial aircraft and other adjustments to build-out schedules of certain customers, increased pricing on our products and a favorable shift in product mix more than offset the effects of the decline in aggregate sales volume.
Operating income increased 26% to $118.0 million for the quarter ended June 30, 2007 compared to $93.6 million for the quarter ended June 30, 2006. In addition to increased production costs associated with the shift in product mix to a greater percentage of mill products, cost of sales also increased due to higher costs of certain raw materials, including titanium sponge. Despite the increased cost of sales associated with higher raw material and production costs, profitability improved, as the favorable effect of higher average selling prices and a favorable change in product mix more than offset the effect of the higher costs. Operating income comparisons were also impacted by a reduction in other operating income in 2007, due primarily to $4.1 million of equity in earnings TIMET recognized in the second quarter of 2006 from our VALTIMET joint venture that was sold in December 2006.
The Company's sales order backlog at the end of June 2007 was $1.0 billion compared to $1.0 billion at the end of March 2007 and $0.9 billion at the end of June 2006.
Steven L. Watson, Vice Chairman and Chief Executive Officer, said, "We continue to see long-term favorable demand trends across all of our primary markets. Our facilities are operating at high capacity levels that improve cost efficiency, contributing to our record levels of operating income. While our near-term focus remains on maximizing our existing productive capacity through initiatives that emphasize efficiency, innovation and technological advances, we are also continuing our efforts to expand our productive capacity across all areas of our manufacturing operations. We are committed to maintaining the certainty, quality and reliability of supply to service the expanding needs of our current and prospective customers.
"Our 4,000 metric ton Vacuum Distillation Process ("VDP") sponge expansion in Henderson, Nevada commenced commercial production in April 2007, and we expect to be operating at full annual capacity of approximately 12,600 metric tons by the end of the third quarter of 2007. As part of our plans to assure our future supply of raw materials, we are continuing our design, engineering and site selection for a new VDP premium-grade sponge facility. We are also continuing to explore and pursue additional third-party long-term sources of sponge and scrap.
"Our electron beam cold hearth ("EB") melt capacity addition in Morgantown, Pennsylvania of approximately 8,500 metric tons, annually, is on schedule for an anticipated completion date of early 2008. We also commenced efforts to add a similar EB furnace at our Morgantown, Pennsylvania facility, scheduled to be completed in the last half of 2009. During 2007 we have also commenced construction of additional vacuum arc remelt ("VAR") capacity additions at our Witton, Morgantown and Savoie locations, all of which are expected to be completed by the end of the second quarter of 2008. Upon completion, these melt capacity additions will increase our EB melt capacity by approximately 107% and will increase our VAR capacity by approximately 34%. As we continue to adjust our long-term business plan in response to industry trends, we will consider more additions to our melt capacity based on our raw material sources and product mix.

Asian Markets Rebound Tuesday Morning

HONG KONG (MarketWatch) -- Asian markets rebounded early Tuesday, inspired by a strong overnight recovery on Wall Street, as bargain buying lifted financial stocks such as Mitsubishi UFJ Financial Group and Mizuho Financial Group in Japan, and Macquarie Bank in Australia.

TIMET, Titans In Their Industry

Click: To See Article

Incredible Boeing Titanium Metals Supply Info

Sources say that....Boeing must invest hundreds of millions of dollars more this year than originally planned to keep pace with booming demand for their Dreamliner. R&D spending is projected to reach $3.7 billion this year, up from the previous estimate of between $3.2 billion and $3.4 billion.

Based on current production capabilities, the Dreamliner is virtually sold out until 2013.

What about supply for Airbus? This bodes well for TIE and ATI stocks.

3 Very Large Shareholders Are Banking On The Strong Demand In The World-Wide Refleeting Of Lighter Airplanes With Boeing, Airbus And Rolls Royce

1) Harold Simmons
2) HS's Friend - T Boone Pickens: BP Capital, Boone's first major post-Mesa venture, was virtually minting money. He had opened the energy hedge fund in the spring of 1997 with $10 million of his own money and another $26 million supplied by a group that included his Dallas billionaire buddy Harold Simmons and former Mesa directors Fayez Sarofim and John Cox. Today Boone owns over 552,000 shares of TIE. Within only two years, BP Capital’s funds had dwindled down to $3.4 million, but in 2000, gas finally began the ascent he had long predicted. He commenced what an associate later described as “one of the greatest trading runs of all time.” By the end of 2000, the fund was up to $252 million—a stunning gain of 7,300 percent.
3) Fidelity ownership

Higher fuel costs are increasing the demand to refleet old commercial aircraft to new stronger, lighter and on-corrosive aircraft. What are the materials used? Titanium, Aluminum and composite materials. Stocks to own now are: TIE, ATI, ZOLT
Click: Boeing Orders and Deliveries
Click: Airbus Orders & Deliveries
Click: Rolls Royce Engines News

Spoke To Titanium Metals Today

Their plant expansion in Henderson, Nevada was completed a few months ago and the original plant was opened in 1940. Therefore, increased earnings should include revenues from this operation that may not yet be anticipated. TIMET's current annual sponge manufacturing capacity, including the recent 4,000 metric ton expansion in Henderson, Nevada, is approximately 12,600 metric tons. Plans for the new facility are expected to provide for an initial 10,000 to 20,000 metric tons of capacity to be built in phases.

Very Good Boeing News Today - Great For TIE and ATI

NEW DELHI, Jul 30, 2007 (The Canadian Press via COMTEX) --
India will likely need 911 new passenger jets over the next 20 years to meet the growing demand for air travel, Boeing Co. said Monday, announcing an upward revision to its earlier forecast. India's demand for new planes over the next 20 years could result in orders worth $86 billion at current list prices, making it one of the world's largest markets for new jets, Boeing said in its latest market outlook for India. India's rapid economic expansion in recent years, coupled with policies to break the monopoly of state-run companies in the airline sector has driven demand for air travel and new planes. In 2003, India had a fleet of only 121 planes, which has since increased to 257 with 387 firm orders for new planes by Indian firms. In the past two years, Boeing has won orders for 144 jets worth $21 billion, said Dinesh Keskar, Senior Vice President of sales. The success of private airlines and the surge in air travel has encouraged companies like Boeing to repeatedly revise their forecasts, Keskar said.

Re-Post Of Good Chart Patterns

Indicators like TRIX and MACD are not perfect, but they do help in the timing of momentum moves in good stocks. TRIX oscillates around a zero (0.00) line. When it is used as an oscillator, a positive value indicates an overbought stock while a negative value below the 0.00 line indicates an oversold stock. TRIX is designed for trading trends. Trix uses a triple-smoothed moving average. This indicator will keep you in trends shorter or equal to the window period. Here are some examples. The Bullish signal is "best" indicated when the lines cross up and is below the 0.00 line. Please click on the picture for a better view:

We Are Adding Haynes Int'l To Our List

Haynes International has an agreement with Titanium Metals and we are very bullish on Titanium at this time. We are hearing that more and more components of the Airbus and Beoing 787 will be made from Titanium. TIE, ATI and HAYN will all benefit from this aerospace Ti boom over the next several years.

ATI - Conference Call

This is a good call that talks about the ongoing Boom in Titanium.
Titanium is used in many many aspects of the new Boeing 787 and Airbus Commercial Planes! Click: To Hear Call

Alcoa News - New York Times

Click: Did BHP make an offer on Alcoa? A Source Says Yes.
.........

Some in the mining industry maintain that BHP is the only company with the means to buy Alcoa, probably in the $50 billion price range, given Rio Tinto’s offer for Alcan.

Mr. Meyer, however, said it might be possible that two other huge companies — Anglo American, the diverse South African-founded conglomerate now based in London, or Companhia Vale do Rio Doce of Brazil, which bought the Canadian nickel company Inco last year — may also have designs on Alcoa.

On Monday, the Brazilian company announced plans to build an alumina refinery in the northern part of the country with Hydro, a leading Norwegian producer of aluminum. It said in a statement that it had “strategic focus on bauxite and alumina.”

Representatives of Alcoa and BHP both declined to comment, although reports last week from Australia suggested that BHP was not interested in bidding for Alcoa.

But an executive with knowledge of Alcoa’s strategy, who spoke on condition of anonymity, said the company received a buyout offer, most likely from BHP.

The timing remains the unknown.

More Insider Buying On Titanium Metals - TIE

Click: To See The Filing

Phantom Shares - By Bloomberg

A Special Report Detailing Naked Short Selling On Stocks - A Harsh Reality
Click: For The Report "Phantom Shares" Part 1
Click: Part 2
Click: Part 3

Classic Manipulation Before A Buyout

Ryerson Agrees to $1.06B Buyout At $34.50

See the news? Now go see the last 10 day chart and 2 month chart on RYI and you will see that this stock was "gamed" (alledgedly) going into the last few days before an announcement that was released today . Negotiations started in February. Why? To get a better price I'm sure. What's your take?

Alcoa's CEO Belda Sells Stock

He welcomed bidders to Alcoa at $60 and files to sell a huge blocks of shares? Why? What is he up to now? Click: To See Filing

Carlos Slim's America Movil Keeps Running - AMX

MEXICO CITY (Dow Jones)--Mexican stocks closed higher on Monday, led by gains in U.S. equities and shares of local heavyweight America Movil (AMX). The stock closed up $2.32 today.

A View Of Our Stocks

HERE IS A LOOK AT SOME OF OUR STOCKS:
Apple Chart
Potash Chart
BHP Chart
Hansen Chart
Alcoa Chart
TIE Chart
ATI Chart
Akamai Chart
American Movil
EEM Chart

More Insider Buying On Titanium Metals - TIE

Click: To See Info

Its Time To Roll Profits From AA, AL, BHP and Others Into Titanium Stocks

1) Titanium Metals - TIE
2) Allegheny Technologies - ATI
Earnings reports are due out soon and should beat the street with their explosive aerospace demand.
Click: Titanium News

TRIX Technical Indicator With Chart Examples

Indicators like TRIX and MACD are not perfect, but they do help in the timing of momentum moves in good stocks. TRIX oscillates around a zero (0.00) line. When it is used as an oscillator, a positive value indicates an overbought stock while a negative value below the 0.00 line indicates an oversold stock. TRIX is designed for trading trends. Trix uses a triple-smoothed moving average. This indicator will keep you in trends shorter or equal to the window period. Here are some examples. The Bullish signal is "best" indicated when the lines cross up and is below the 0.00 line. Please click on the picture for a better view:

Brent Crude Oil Rises Above $78 a Barrel; Reaches 11-Month High

July 16 (Bloomberg) -- Brent crude oil, the benchmark for two-thirds of global supplies, rose above $78 a barrel for the first time since Aug. 9.

Crude oil for August settlement rose as much as 45 cents, or 0.6 percent, to $78.02 a barrel in electronic trading on the London-based ICE Futures exchange. It traded at $78 at 3:38 p.m. Singapore time.

Carlos Slim's Mexican Stock AMX Continues To Shine

Click: Carlos Slim Helu's Holdings

China's Titanium Plants

Since titanium's  initial  applications,  the number of end-use markets for
titanium has significantly  expanded.  Established  industrial uses for titanium
include chemical plants, power plants, desalination plants and pollution control
equipment.  Rapid growth of the Chinese and other  Southeast Asian economies has
brought unprecedented demand for  titanium-intensive  industrial  equipment.

In November  2005, Titanium Metals (TIE)  entered into a joint  venture with XI'AN  BAOTIMET
VALINOX TUBES CO. LTD.  ("BAOTIMET")  to produce welded  titanium  tubing in the
Peoples Republic of China.  BAOTIMET's  production facilities will be located in
Xi'an, China, and production is expected to begin in early 2007.

Click For More Info
Valtimet's Plants (Valtimet SAS has been sold)

T Boone Pickens - A Large TIE Shareholder

TIE has been consolidating for months. Our guess is that there is a strategy developing to CRUSH the shorts on or before the release of the next earnings report due out in the next week or two.

T Boone owns 552,000 TIE Shares.

T Boone Pickens Interview On CNBC July 13th. - Calling For $80 Oil
If oil goes up so will the demand for Titanium (Ti) especially in aerospace!

July 14 (Bloomberg) -- U.S. stocks climbed for a third straight week, sending the Standard & Poor's 500 Index and Dow Jones Industrial Average to records, after takeover speculation swept through the metals industry and companies announced $49 billion of share buybacks.

Companies have announced about $1.4 trillion of takeovers and $466 billion of stock buybacks this year, according to data compiled by Bloomberg and Birinyi Associates Inc.

What Is TRIX?

TRIX is a momentum indicator that displays the percent rate-of-change of a triple exponentially smoothed moving average of a security's closing price. It was developed in the early 1980's by Jack Hutson, an editor for Technical Analysis of Stocks and Commodities magazine. Oscillating around a 0.00 "zero" line, TRIX is designed to filter out stock movements that are insignificant to the larger trend of the stock. The user selects a number of periods (such as 15) with which to create the moving average, and those cycles that are shorter than that period are filtered out.

The TRIX is a leading indicator and can be used to anticipate turning points in a trend through its divergence with the security price. Likewise, it is common to plot a moving average with a smaller period (such as 9) and use it as a "signal line" to anticipate where the TRIX is heading. TRIX line crossovers with its "signal line" can be used as buy/sell signals as well.

Like many oscillators, TRIX oscillates around a zero line. When it is used as an oscillator, a positive value indicates an overbought market while a negative value indicates an oversold market. When TRIX is used as a momentum indicator, a positive value suggests momentum is increasing while a negative value suggests momentum is decreasing. Many analysts believe that when the TRIX crosses above the zero line it gives a buy signal, and when it closes below the zero line, it gives a sell signal. Also, divergences between price and TRIX can indicate significant turning points in the market.

TRIX calculates a triple exponential moving average of the log of the price input over the period of time specified by the length input for the current bar. The current bar's value is subtracted by the previous bar's value. This prevents cycles that are shorter than the period defined by length input from being considered by the indicator.

Advantages of TRIX
Two main advantages of TRIX over other trend-following indicators are its excellent filtration of market noise and its tendency to be a leading than lagging indicator. It filters out market noise using the triple exponential average calculation, thus eliminating minor short-term cycles that indicate a change in market direction. It has the ability to lead a market because it measures the difference between each bar's "smoothed" version of the price information. When interpreted as a leading indicator, TRIX is best used in conjunction with another market-timing indicator - this minimizes false indications.

Analyst at Deutsche Bank Says Titanium Is On Fire

'Titanium is on fire at the moment, and this is clearly a very attractive market,' said David Martin, an analyst at Deutsche Bank in New York.

Alcoa Withdraws Hostile Bid for Canadian Rival Alcan

Metal Stocks Are Consolidating

With all the consolidations in metal stocks:
TIE should fetch $45 - $50
ATI could catch a bid for $140 - $150 per share

Roll profits from AA into TIE and ATI now.

Rio Tinto Offers $38.1 Billion for Alcan

Featured Top Stock Idea: Titanium Metals - TIE

Here's what we know about TIE:

1. TIE has a 20 year agreement with Haynes Int'l who provides them with the ability to service long-term agreements requiring sheet and plate products; capicity of 4,500 metric tons of titanium mill rolling services and hold an option to increase the output capacity to 9,000 metric tons.
2. The Henderson, Nevada plant is nearing final completion
3. Alcan stated in Dec. 2006 that they would be interested in a Titanium company
4. TIE is a supplier to Airbus, Boeing, Rolls-Royce, GE Aircraft Engines, Pratt & Whitney, Wyman-Gordon, Snecma and others
5. Titanium demand is strong until 2010 - 2011 to meet defense spending, as well as Airbus and Boeing commercial airline demands
6. Titanium (Ti) is used for jet engines, blades, rings, landing gear, rings, wing supports, bulkheads, tail sections, and other aerospace components
7. TIE is the primary supplier to Rolls-Royce engines; the agreement starts on Jan 2007 and continues through through 2016
8. Rolls-Royce received over $15 Billion in orders at the recent Paris Air Show
9. Titanium continues to gain momentum in emerging markets and entered into a joint agreement with Chinese company XI'AN BAOTIMET. Production began in Jan 2007.
10. Approximately 146 metric tons of Ti will be purchased for each Airbus A380 manufactured
11. Boeing's 787 will require approximately 136 metric tons of Titanium
12. TIE is a "pure play" in Titanium and regarded as the largest US producer of titanium sponge.
13. In 2006, 57% commercial aerospace; 15% military sector; 17% chemical process, oil and gas, consumer and sporting goods products; 11% melted and mill products
14. Backlog on December 31, 2006 stood at $1.125 Billion compared to $870 Million in 2005
15. Dallas Billionaire, Harold Simmons and related family own approximately 51.9% of common shares
16. Institutions own about 36% of the stock
17. There are 6.1 million shares short or 32% of the float
18. Gross margin in 2006 increased 119% compared to 2005
19. Operating income increased 124% compared to 2005
20. Net sales increased 58% compared to 2005
21. Friend of Harold Simmons, T. Boone Pickens and BP Capital owns about 550,000 shares of TIE
22. Titanium Metals is on the forefront of several rumors and speculation that it may be the target of a takeover by a major conglomerate
23. A respected analyst at Bank of America places at value on the shares at $41
24. Ernst & Young Says Private Equity Firms Should Reconsider Mining Sectors

We Suggest Taking Some Profits On High Flying Stocks And Go Buy TIE And ATI At These Levels

German Metals Company May Be Targeting A US Titanium Company

Tuesday, The Times is claiming that unnamed sources close to the company say that ThyssenKrupp Titanium GmbH had appointed investment bank Deutsche Bank to work on a possible bid for an American titanium company.

Traders on Wall Street have assumed that the German industrial group (ThyssenKrupp Stainless AG and ThyssenKrupp Titanium GmbH) might make a bid for Allegheny Technologies (ATI) when it may in fact be eyeing Titanium Metals (TIE) located in Dallas, Texas.

ThyssenKrupp stock fell more than 2 percent on Tuesday and the company was forced to make a statement that they were not interested in acquiring Allegheny Technologies (ATI). TIE traded at $34.08 in after hours trading up 1.46%.

Click: How To Make Titanium

Renewed Takeover Chatter On Titanium Stocks

All eyes are on ATI and TIE.

Apple, BHP, AMX, EEM Hit New Highs

Forbes Magazine - Titanium Metals Looks Strong

Click: View Article #1
Click: View Article #2

Asian Stocks Rally - BHP Hits New High

Click: News

Metal Stocks Rise As The Dollar Weakens

More Insider Buying On Titanium Metals - TIE

Click: For Link
Click: Look for TIE To Bounce

Titanium Metals - TIE: Insider Buying Today

Click: Simmons buys $1.2 Million in stock today.

Bear Stearns Puts Bailout at $1.6 Billion

Folks, we are getting caught a little in the cross currents of some poorly managed hedge funds losing billions. Some investors are capitulating and selling in a panic. Its not the time to sell. Our stocks are solid, so hang on.

If you are feeling Bearish - hedge your portfolio with QID.

Oakley and Titanium Metals Rumor Similarities

Oakley Rumor - (StreetInsider.com) 6/12/2007
Oakley Gets Bought Out - 6/21/2007
Oakley News on high options contracts prior to the buyout

Titanium Metals Rumor - (StreetInsider.com) 6/25/2007
Who and when??? It looks like its on!!!

TIE CALL OPTIONS Expire at close Fri, Jul 20, 2007
Strike . Symbol . Last . Chg . Bid . Ask . Volume . Open Interest
22.50 - TIEGX.X 10.10 0.00 9.40 9.80......... 2.................. 11
25.00 - TIEGE.X 8.10 + 0.60 7.00 7.30......... 5................ 152
30.00 - TIEGF.X 2.80 - 0.20 2.70 2.85......... 439 ...........2,494
35.00 - TIEGG.X 0.70 + 0.10 0.65 0.70....... 7,413......... 8,997
40.00 - TIEGH.X 0.20 + 0.05 0.20 0.25....... 3,178......... 4,807
45.00 - TIEGI.X 0.10 + 0.05 0.05 0.10........... 830......... 1,459
50.00 - TIXGJ.X 0.14 0.00 0.05 0.10............. 0............... 350
55.00 - TIXGK.X 0.15 0.00 N/A 0.05.............. 0................. 10
60.00 - TIXGL.X 0.10 0.00 N/A 0.05.............. 0................. 30

TIE Rumors Are Resurfacing Again Today

Click for info
We spoke to the company today and they declined to make any comments (ph. 972.450.4207). Our feeling is that several other companies that are not as attractive as TIE have been trading at new highs for the year, yet TIE hasn't done so. At least not yet. Their suspicious trading behavior and volatility only suggests to us that TIE is being eyed and gamed by a very big company who would like to addsome Titanium to their portfolio. Regardless of a takeover or not by the likes of rumors that are bouncing around about an acquisition by ATI, AL, or MT, we still feel that you are looking at a stock that will eventually trade at $45 - $50 per share. Banc America's analyst valued TIE several weeks ago at $41.

A Recent Merrill Lynch Report Says That "Titanium Demand Is Almost Unfathomable"

World titanium sponge production doubled over the past five years to 124,000 metric tons in 2006, causing major producers Timet - TIE, Allegheny Technologies - ATI, Sumitomo Titanium, Toho Titanium and Russia's VSMPO-Avisma to announce sponge capacity expansions over the next decade. Most market analyses say that's because of the growing demand for titanium metal in new-generation commercial and military aircraft, which use more of this light metal in conjunction with new families of composites. Boeing's new 737 Dreamliner uses 20,000 lbs of titanium in its airframe, while the new 787 will use 250,000 lbs; the Airbus A320 uses 25,000 lbs, but the new A380 will use 150,000 lbs. In military aircraft, the F-15 contains 50,000 lbs of titanium metal, while the F-22 uses 100,000 lbs and the Joint Strike Fighter contains 60,000 lbs. A Merrill Lynch report says that "titanium demand is almost unfathomable" because of a "secular change towards composite aircraft manufacturing." The Merrill Lynch report says that "commercial aerospace is in the midst of a secular shift away from aluminum alloy use in airframes to that of composites. The shift towards composites goes hand in hand with the shift towards higher levels of titanium usage, as carbon-based composite airframe construction requires many of the properties that are unique to titanium." The analysis compares the transition to the earlier shift away from wood and canvas aircraft construction to aluminum. Also, industrial demand for heat exchangers, pipes, tanks and pump components in the power, petrochemical and other process industries also is growing, particularly in China, according to a new Roskill Consulting Group report. The report says the global market for titanium mill products exceeded 90,000 metric tons, with another 45,000 metric tons consumed in the form of the ferrotitanium alloy. World demand for mill products is forecast by Roskill to grow by 6.8% annually up to 2011, resulting in a market for 124,000 metric tons of mill products that year requiring some 230,000 metric tons of sponge.

Rolls Royce and Titanium Metals Connection

Click: Rolls Royce News
Click: TIE is the "primary supplier" to Rolls Royce engines
Click: Paris Air Show Info
Click: Rolls Royce Titanium Application
Info: V2500 Engine

1. Rolls-Royce develops and produces the V2500 in collaboration with MTU, Pratt & Whitney and the Japanese Aero Engines Corporation. A joint venture company, International Area Engines (IAE), in which Rolls-Royce holds a 32.5 percent stake, was founded in 1983 for marketing purposes. At present between 250 and 300 engines of this type are built every year. Globally, over 1,000 aircraft fitted with V2500 engines are in service with over 125 customers in 35 countries.
2. Rolls-Royce Deutschland has a workforce of around 2,500 divided between its two sites in Dahlewitz near Berlin and Oberursel near Frankfurt am Main. Rolls-Royce Deutschland is Germany’s only officially approved engine manufacturer licensed to develop, manufacture and maintain modern civil and military turbine engines. The BR700 family of engines, developed in Dahlewitz, are the first German civil jet engines to have international certification. As a centre of competence for twin-shaft engines within the Rolls-Royce Group, the Dahlewitz site is also responsible for the Tay, Spey and Dart engine series and now for the Rolls-Royce share of the V2500 engine as well.
3. The Oberursel plant manufactures components for Rolls-Royce engines, and maintains and overhauls small gas turbines for civil and military applications. Final assembly, maintenance and support for the RTM322 engines developed jointly with Rolls-Royce Turbomeca for the Bundeswehr’s new NH90 helicopters are carried out in Oberursel.
4. Rolls-Royce has a global workforce of around 36,000, of whom 22,000 are based in the United Kingdom. 40 per cent of its employees are located outside the UK, including almost 5,000 in continental Europe and 8,000 in North America. Rolls-Royce operates in four markets - civil aerospace, defence aerospace, marine and energy. The company is investing in technology and capability that can be exploited in each of these sectors to create a competitive range of products.

On March 15, 2007, the registrant entered into an agreement for the purchase and sale of titanium products (the "Supply Agreement") with Rolls-Royce, Plc ("Rolls-Royce") and certain of its affiliates.

The Supply Agreement was effective as of January 1, 2007 and, unless extended by the parties, will expire December 31, 2016. Under the Supply Agreement, among other things, the registrant will be the primary supplier of Rolls-Royce's titanium requirements for gas turbine engines.

Bear Stearns Hedge Fund Fire Sale Already Under Way

Two big hedge funds at Bear Stearns Cos. were close to being shut down last night as a rescue plan developed over several days fell apart in a drama that could have wide-ranging consequences for Wall Street and investors.

Merrill Lynch & Co., one of the hedge funds' lenders, said it would move to seize collateral -- much of it mortgage-backed debt -- from the two funds and sell it, according to documents reviewed by The Wall Street Journal. At the same time, the funds' managers worked with a handful of other key lenders, including Goldman Sachs Group Inc. and Bank of America Corp., to pay off the funds' $9 billion in loans, according to a person familiar with the matter.

As of a few weeks ago, the two Bear Stearns hedge funds held more than $20 billion of investments, mostly in complex securities made up of bonds backed by subprime mortgages -- the relatively risky home loans made to borrowers with troubled credit histories.

Additionally: The last minute effort by Bear Stearns to rescue its High-Grade Structured Credit Strategies Enhanced Leverage Fund seems to have collapsed. Moments before midnight last night, the Wall Street Journal’s Kate Kelly reported that Merrill Lynch was going to push forward with its plan to sell at least $850 million of mortgage-related securities it seized from the hedge fund. This morning the New York Post's Roddy Boyd said that end had come for the fund. And now CNBC’s Charlie Gasparino is reporting that JP Morgan and Deutsche Bank have already begun selling collateral they seized from the hedge fund.

The securities were collateral assets for leverage the banks had extended to the debt-heavy fund. The fund has reportedly been battered by bad bets in collateral debt obligations and mortgage securities. The widely publicized trouble in the subprime sector helped make shorting subprime—which hedge funds did through a complex array of swaps and derivative products offered by investment banks—a popular and profitable bet late last year and earlier this year. But when banks reportedly began to ease credit terms on mortgage holders in a coordinated effort to stave off mass defaults and a meltdown in the market, many of these positions went bad for the fund.

[How leverage and bad directional betting crushed the fund, after the jump.]

We’re told that the Bear fund was purchasing credit default options that essentially amounted to a bet that the market would recover earlier this year, and ran into trouble when the ABX, an index for mortgage backed securities, took a nose dive earlier this year. It seems the fund then took the opposite position—so that it was short subprime—just as the market turned around. The fund took its position by buying and selling credit default options as well as credit products that aggregated those options—sometimes called CDO2s, we’re told.

These somewhat illiquid securities are priced according to complicated mathematical models worked out by guys who would be rocket-scientists if rocket-scientists made more money, and some observers wonder if anyone really has a good way of evaluating their worth.

Ironically, Bear Stearns itself has been accused by some hedge fund managers of manipulating the market in subprime mortgages to prevent defaults and prop up the ABX. The bank is one of the largest players in the market, and hedge funds have accused it of bailing out the mortgage market to avoid paying out on credit default swaps that it sold to the hedge funds.

What really seems to have got the Bear fund in trouble was the massive amount of leverage it was employing in it’s bets. Leverage ratios climbed as high as 10-to-1 and 15-to-1, according to Boyd in today’s New York Post. We’re told that one senior banker at Bear Stearns calls this “a stupid amount of leverage.”

The bear fund, which is less than a year old, was reportedly down 23% by the end of April. The situation looked so bad that its managers suspended redemptions, locking in investors. Because the fund was highly levered, it’s lenders began fearing that they might lose out if the fund collapsed. When Merrill, which is reportedly the fund’s biggest lender, made its move to seize collateral with plans to auction it off, it seems to have set off a chain reaction with other lenders.

Various schemes to rescue the fund seem not to have satisfied the lenders. The fund sold some of its trouble mortgage back securities to another Bear investment vehicle that the bank plans to sell to the public, raising some capital. It’s managers reportedly gained access to a $1.5 billion line of additional credit from Bear, and planned to take in an additional $500 million of investment equity. Blackstone was reportedly advising the fund on how to prevent a total collapse.

The fund’s managers—who are led by Ralph Cioffi—argued that a forced dissolution of the fund and an auction of its positions might lead to a systemic event or domino effect in the marketplace, damaging other market players.
“The bond market's most battered players - the hedge funds and trading desks specializing in mortgage-backed securities - now have to handle a total of $2 billion or more hitting a market that is still licking its wounds from the first burst of sub-prime woes,” the Post’s Boyd writes. “The sales are likely to force a serious re-pricing of billions of dollars worth of highly complex and often illiquid securities called collateralized debt obligations, or bonds made from other bonds. Held by both Wall Street firms and hedge funds, the CDOs stocked with sub-prime bonds have not collapsed in price alongside other sub-prime bonds. This will hurt returns at hedge funds and profits at Wall Street trading desks.”

It seems that the lenders to the Bear fund have decided that this risk is worth taking on. Or at least, that taking money off the table now is a safer bet than going forward with the Bear fund.

A 'Subprime' Fund Is on the Brink [Wall Street Journal]
Bad News Bear [New York Post]
Hedge Fund Sale [CNBC]

------------------------

Click: Another Bear Stearn's Story - Sub Prime Investments, Not Stocks

Rolls Royce Engines Lead In Orders At The Paris Air Show This Week With $14.4 Billion In Orders

Click: Rolls Royce News
Click: TIE is the "primary supplier" to Rolls Royce engines
Click: Paris Air Show Info
Click: Rolls Royce Titanium Application

TIE and ATI Are Strong Buys On Any Correction

TIE Due Dilligence.

TIE was not in compliance with the NYSE once one of their directors left the company for personal reasons on June 5th - Norman Green. Family problems.
http://yahoo.brand.edgar-online.com/fetc...

A fund or funds were selling to reduce their risks based on these material events even though the company is solid and this problem was in the works to be resolved. Now, TIE has signed a new director and they are in complete compliance. His name is Terry Worrell. As a result of the registrant’s appointment of Mr. Worrell to its board of directors, the registrant (TIE) believes that it has cured its deficiency under Section 303.A.01 of the NYSE corporate governance listing standards and is now compliant with that section.
http://yahoo.brand.edgar-online.com/fetc...

Hold your TIE shares to $45 - $50. ATI shares To $140. They will get there eventually. I've been doing this too long and I know that TIE as well as ATI aren't going out of business anytime soon. If TIE stock continues to drop, Harold Simmons knows that his company will be acquired. Maybe that's what is really happening here anyway?

Wait it out and be patient all.

Arcelor Mittal Rumor Is Circulating - MT, ATI, TIE

MT is a very strong company in need of future acquisitions and synergies to assist in future growth strategies. Rumors are circulating that they may be interested in a Titanium acquisition: ATI? or TIE? Regardless, each company is a core holding for those following the strong demand in the Titanium (Ti) industry.

Metal Merger Mania continues in our opinion. Own ATI and TIE and wait.

Arcelor Mittal Chart

ZOLT Is Overbought For Now

Roll some money into TIE and ATI.

Who Is The Best Suitor For Titanium Metals - TIE?

1) Click: Russia's VSMPO-AVISMA Corporation – world's largest producer of titanium
2) Click: America's Allegheny Technologies
3) Click: Canada's Alcan
4) Click: China's Baoji Titanium Industry Co. Ltd.
5) Click: Netherland's Arcelor Mittal
6) Click: China's Chinalco

Recap From Our March 9 and 10th Notes

In March we saw AA as a prime takeover candidate when the stock was trading at the $30 level. Today, AA is at $42.50. Now we are calling for a buyout or hostile takeover on Titanium Metals - TIE.

-----------------------

Saturday, March 10, 2007

Takeover Plays In Metals

Alcoa tops Our List - Click
posted by ExpStkTrader

Friday, March 09, 2007

Alcoa News, JP Morgan Analyst Sees Buyout Talk as Credible

Boston, Mar 09, 2007 (MidnightTrader via COMTEX) -- Alcoa (AA) shares are higher late in the day after a JP Morgan analyst says he believes buyout talk is credible. He says BHP Billiton (BHP) and Companhia Vale do Rio Doce (RIO) could be possible bidders, as has been reported in the press. He says the stock has value of about $41 per share in buyout scenario. He also raised 2007 earnings estimate to $3.12 per share from $2.65 to reflect an increased outlook for aluminum prices.

Looks like its just a matter of time....possibly days??

Our Stocks Are Rocking!

HERE IS A LOOK AT SOME OF OUR STOCKS:
Zolt Chart
BHP Chart
Hansen Chart
Alcoa Chart
TIE Chart
ATI Chart
Akamai Chart
American Movil Chart
Apple Chart
EEM Chart

Global Titanium Research Info

Titanium Research Info

TZ Minerals International Pty Ltd: Demand estimates for global titanium metal industry
Released : Thursday, June 14, 2007

Strong demand growth for milled products is forecast; however, an increasing over supply for titanium sponge is expected until 2011 according to a new report, The Global Titanium Metal Industry, from TZMI and EHK Technologies (EHKT).

Overall demand for titanium milled products was 92,800 tonnes in 2006, an increase of 10,400 tonnes over 2005. Titanium consumption in the global commercial aerospace sector was estimated to be 27,000 tonnes, including engines, of which over 70% relates to Boeing and Airbus airframes. A diverse set of markets make up the largest overall segment of the titanium industry, industrial applications. This segment accounted for 46,800 tonnes in 2006.
A key component of the Global Titanium Metal Industry report covers detailed demand estimates to 2015, during which period demand is forecast to grow at an average compound rate of 7.3%, while still showing some cyclical behaviour. Consistent with the situation in 2006, industrial uses should account for half the growth, retaining an estimated overall 51% share of the market.

On a regional basis, the major change is the substantial increase in Chinese milled product demand, to the extant that it is very close to that forecast for the US, whose market share declines in a similar fashion to Japan and Western Europe. During the period to 2015 the report estimates that there will initially be a sharp reduction in capacity utilisation from the peak level reached in 2006. This change will be felt across all producers, with Chinese performance being the most uncertain to forecast to avoid the accumulation of significant excess inventories.
The two major conclusions from the analysis, which are highly material to the price projections, included:

* The change in the milled product balance from a deficit in 2005 to a significant surplus peaking in 2011 and then progressively declining over the forecast period to 2015.

* A parallel reduction in sponge capacity utilisation from its 92% peak in 2006 to a low point in 2008, followed by a progressive recovery to at least 85% from 2013.
At year-end 2006, it is estimated that globally there were 1,193 million contained TiO2 units in identified ilmenite resources and 165,000 contained TiO2 units in identified rutile resources globally. In 2006, world supply of titanium minerals was 5.8 million TiO2 units, of which 93% was to the pigment industry, with only 4% reporting to the titanium metal sector. Seven major producers of titanium sponge accounted for over 93% of global production in 2006 of 125,700 tonnes.

TZMI, an independent consulting and publishing company established in 1994, specialising in the titanium minerals, zircon and TiO2 pigment industries has been closely involved with China for several years. EHKT, through its principal, Dr Edwin Kraft, has an extensive industrial background, having served in technology, production and commercial positions in several major corporations. He has worked on titanium and other advanced materials for over 35 years and regularly provides articles and reports for the International Titanium Association and materials related publications.

(M2 Communications Ltd disclaims all liability for information provided within M2 PressWIRE. Data supplied by named party/parties. Further information on M2 PressWIRE can be obtained at http://www.presswire.net on the world wide web. Inquiries to info@m2.com).
Copyright 2007 M2 Communications Ltd.

Click to see their client list

Goldman Sachs Upgrades Hansen To $52

Click For News

Could this indicate a Top?

For Those Watching TIE

TIE A Great Buy At These Levels

The Full STO has turned positive at the - 20
level, which shows that TIE is clearly oversold.
When it hits the 80 level it's time to peel some off.
The MACD will turn positive if the stock is up the
next 2 days then it should continue to run.
Also, the stock bounced off the RSI 30 line. When
it gets to the 70 - 80 level be safe and sell some as well.
Friday is generally a good day too for TIE, as traders do
not want to be caught short over the weekend in this
metals merger mania environment.

T Boone Pickens and BT Capital

When it comes to investing you only want to ride with the BEST!!!

Click: Look at their holdings
Click: Who is BT Capital?
Click: Who is T Boone Pickens - Calling for $100 Oil!

Upgrades Coming On Metals Stocks

Click: Bloomberg News

Boeing Plane Orders

Click to see Boeing's plane orders and deliveries.

Good News For Titanium Stocks

Boeing Signs 22 787 Dreamliner Order!

China May Buy BHP

China has been given a mandate to invest over $200 Billion Internationally!
Click for the story

Stock With Huge Potential - Titanium Metals: TIE

Titanium Metals Chart



Here's Why:
Reason #1
Reason #2
Reason #3 - Most Successful Insider to follow
Reason #4
Rotation from Steel to Aluminum to Titanium
Reason #5

Akamai Is Running!!!

Akamai is on fire!

Chinese Investing In Metals

Midnight Trader
7:01 a.m. 06/07/2007

Boston, Jun 07, 2007 (MidnightTrader via COMTEX) -- BHP Billiton (BHP) reportedly could get a bid.

BHP could get a bid from the recently-formed Chinese State Investment Company, according to a report in the Herald Sun newspaper, quoting the chief of research at Australian stockbroker Bell Potter.

The Bell Potter analyst reportedly said the Chinese fund's recent investment in U.S. private equity firm Blackstone could be a precursor to other deals. One of these deals could be an acquisition of BHP to relieve Chinese concern over the availability over commodity supplies, the report said.

Airbus Expects Titanium Demand Will Double In 3 Years

Airbus's director of procurement says... he expects their use of titanium to double in the next three years.

Xstrata Is Ready to Spend Billions on Acquisitions

Click For Metals News

Titanium Prices Rise

Click for news
Also - the word from analysts is that Titanium is the metal for the 21st Century, replacing Aluminum that was adopted in the 20th Century. Aluminum companies World-Wide are surely eyeing TIE and ATI stocks!

Also - Airbus to buy $1 Billion in Titanium

Analysts Upgrade Apple

Apple Inc.'s price target was raised to $140 a share from $120 by Credit Suisse analyst Robert Semple on Tuesday. In a research note, Semple said he believes the iPhone "will elicit a superior perceived value" compared to other mobile phones due to factors such as its technical superiority and the idea of consumers to own a "hot product". Semple estimates that Apple will sell 5 million iPhones in 2007 and 15 million of the devices in 2008. Apple plans to release the iPhone on June 29.

UBS Hedge Fund Mounts Serious Losses

Hedge Fund Unwinding

If they are short our stocks - they will have to cover soon enough!
ATI
TIE
AMX
HANS

Delphi Stock Is Running

Click For Rally Monkey!

New TIE - Titanium Metals Info

1) Motley Fool Article

2) TIE Chart



3) More Insider Buying!

4) We see very attractive valuations and continued future growth prospects with TIE, and don't forget the blistering Mergers & Acquisitions activities in the metals sectors to boot. (ie) Steel and Aluminum Stocks. Funds and Corporate Cash Reserves are loaded with spendable cash and need to land somewhere. Titanium will be the next sector for M&A activity!

5) What about the Russian VC Boom!
Russian's Buy Oregon Steel

6) OK, so why Titanium??
Titanium is three times stronger than steel, while weighing only 42% - 45% as much, making it an ideal strong, lightweight metal for structures such as airplanes and rockets. It is also chemically inert under normal conditions, enabling its use in medical devices, and implants such as pacemakers.

Boeing Gets Upgraded To $120

This will be BULLISH for our Titanium Picks. TIE and ATI!

BTW - it was B of A who upgraded Boeing, and they have a target on TIE at $41. Will they upgrade TIE too?? Stay tuned.

Boeing Upgrade

TIE Recommendation

Harold Simmons

Click For Insider Info

Mrs. Simmons Converts $5,000,000 of Pfd into Common Stock

Why would someone convert a pfd stock into common shares??

Because the upside for Harold Simmon's wife's $5,000,000 in stock is worth more as a common stock vs. 6% pfd. Something could be in the works and therefore the common shares are the place to be in a takeover situation.

The last time Harold Simmons purchased $1,500,000 in common shares at $29 - the stock dropped a few days afterwards to the $28 level and confused some onlookers (as intended by hedgies shaking the trees for cheap stock) then the stock bounced to the $39 level on May 11, 2007.

Now, after his wife's recent filing for $5,000,000 in common shares, we see a slight drop and would expect the next few days will be followed up by a radical spike up to be witnessed by all.

Harold Simmons track record!

Click Here for Mrs. Simmons track record!

Her Dec 20, 2006 conversion of 325,000 @ $31 = $10,075,000 hit $39 on May 11, 2007 for a 26% return = $2.6 Million return!

Her July 15, 2005 acquisition of 65,000 shares or $3.5 Million Dollars at a split adjusted price of $6 hit $39 on May 11, 2007 for a 550% return = $2.5 million return!

Now - ask yourself, does her most recent conversion tell you something????

Answer: Yes. Load up on the stock and ride with the BIG money!

Gambling Stocks Up On Takeover Rumors and News

See Charts On:
IGT
MGM

Adding To Titanium Metals - TIE

This stock is ripe to be acquired and we feel that it is just a matter of time before someone steps up and takes out TIE in the $50 - $55 range.
Click: Takeover News
Click: May 14 (insider Filing)

Another Positive Insider Filing For Titanium Metals: TIE

Mrs. Simmons files to convert her 6% pfd stock to 133,333 common shares on May 16, 2007. Why would anyone convert a paying dividend stock unless you figured that the stock was about to move up?
Click For Filing

Boeing Gets Huge $4.7B Order From TUI, A Tourism Company In Europe - Great For Suppliers Like TIE and ATI

This new Boeing order will help boost Titanium stocks like ATI and TIE just like they have done in the past year or two.
http://biz.yahoo.com/bizj/070516/1463022.html?.v=2

Click: (TIE - NYSE) A Top Pick For 2007

Professional Vs. Amateur Trading

SHORT AMAZON NOW!!!

-----------------------------------------------

Professional vs. Amateur Gaps

When you are looking at gaps on a stock chart, the most important thing that you want to know is this:

Was this gap caused by the amateur traders buying
or selling based on emotion?

Or you migh ask...

Was this gap caused by the professional traders that do not
make emotional decisions?

To figure this out you have to understand this one important
concept first. Professional traders buy after a wave of selling
has occurred. They sell after a wave of buying has occurred.

Amateur traders do the exact opposite! They see a stock advancing
in price and are afraid that they will miss out on the move, so they
pile in - just when the pro's are getting ready to sell.

Look at this example of a gap caused by amateur traders...

See how this stock gapped up after a wave of buying occurred?
Probably short covering? These amateur traders got emotionally
involved in the stock. They piled in after an already extended
move to the upside. They let their emotions dictate that the stock
would continue to move higher and probably bought more and it
eventually collapsed within a few weeks.

These amateur traders eventually lost money as the stock sold off
over the next few weeks. Notice how the stock eventually did go
back up - but only after a wave of selling occurred (professional buying).

We initiated a SHORT on AMZAON after the stock spiked $22 that created the gap like you see in this picture. Usually after a good spike, there is some sideways action and then like 99% of most stocks that spike up in euphoria like this, eventually they will fill the GAP. In the case with Amazon... at or around the $44- $45 level. The market is over heated and without fail, you will see a sell off any day now and this stock will drop too and drop HARD!

Click: Money Flow Analysis shows mostly selling this week.

Click: Insiders are selling BIG Time too. Follow the insiders.

Good trading.

The Stock Market Is At A Peak

U.S. stocks may lose ground next week, pressured by a series of economic reports. Be careful and start getting your money on the sidelines. Hold the Delphi for positive news though.

Delphi - Starting To Run Again

As much as we hate cheap stocks....We said that Delphi was a screaming BUY the other day at $2.00 level. A major GM supplier in the automotive industry and we also like the players who will eventually take this stock to record levels. Watch and see. ( DPHIQ)

SHORT AMAZON - Chart Looks Like It's About To Collapse

Click: Insider Selling Report
AMAZON CHART
Just bought some OEX JUNE 690 Puts too. The market is is the nose bleed seats, so be careful.

Start Taking Some Money Off The Table

The DOW is rocking and getting over extended, so start selling some of your positions. If the stocks go higher, sell some more.

A Lesson On Trading Like A Pro

Anatomy of a professional stock trader. First, hit the stock hard with shares then Second, step in and Buy when everyone is paralyzed about what just happened.
Click Chart on 5/08

Click Chart To See The Following Day 5/09

ALCAN - AL: Identified As A Possible Suitor For Titanium

ALCAN talks up Titanium....Will they buy TIE? Sources feel that AL may acquire TIE to thwart off the likes of a hostile Buyout by Alcoa - AA. We shall have to wait and see.
I-Watch shows Heavy Buying!

CLICK: ALCAN News

More ALCAN Info

Regardless, Harold Simmons a Billionaire in Texas is regarded as one of the country's most successful insider's with the BEST stock track record. His recent acquistions of stock tells us to Hold so we will continue to ride along with his successful track record!

CLICK: HS Insider Filings

Delphi - A Screaming Buy In Here Today As Large Stockholder Is Finally Flushed Out

Hold on - we are almost out of the woods. I think the seller (Owl Creek LP) is done or almost out of stock today. A screaming BUY at the $2.00 range. You will see that Goldman Sachs has a good position in here at $2.85 - $2.95.

David Tepper of Appaloosa Management and Charles Brandes of Brandes Investment Partners hold millions of shares too!

http://www.secform4.com/insider-trading/1072342.htm

Massive Buying Today

Takeover Talks On Titanium Metals - TIE

Titanium Metals Corp. (NYSE: TIE): Takeover rumors resurface. Alcan (NYSE: AL) and Allegheny Technologies Inc. (NYSE: ATI) mentioned as suitors.

Source: Click Here

Titanium Metals (TIE) Jumps Higher on Renewed Takeover Speculation

Titanium Metals Corp. (NYSE: TIE) is higher today on resurfaced talk the company is the target of a takeover approach.

Titanium Metals - TIE Running Hot Today - Holding

SAN FRANCISCO (MarketWatch) -- Shares in Titanium Metals Corp.
(TIE37.23, +2.77, +8.0% ) jumped as much as 10% Wednesday!
Something seems to be in the works and there is 6.6 Million shares short
or 11% of the float on this stock. It could get exciting, so stay tuned!

News , chart , profile , more

Last: 37.23+2.77+8.04%
12:33pm 05/09/2007

Who Will Step Up And Buy TIE?

A strong bid of $50 might take this company. This is one of our core holdings besides Alcoa.

Alcoa and Alcan Stocks Pop Today

Judging by the serious volume of call options trading last week, it is safe to say that somebody knew something! See our previous posts last week!

A Strong Buyer Is Stepping Into Alcoa - AA

10,000's+ call options trading too.

A Lot Of Insider Sell Filings On - AMZN

Click To See Current Filings

All Eyes Are On Delphi, AKAM, IGT and TIE Today

AMZN should fall to the $50 level, and not a good pick LT to have on our ongoing list.

Apple - Sell, Sell, Sell in AH ($102 - $103 range)

Don't wait for the opening if you are long. Get out and wait for it to settle.

Like AMZN, this GAP should close like last quarters debacle the next morning on the opening....a $10 point drop!

The risk does not warrant the return of holding for a few more points up if there is any more upside?

Alcoa Reports Strongest 1st Quarter Income in Company History

Highlights:

• Income from continuing operations of $673 million or $0.77 per share.
• Income from continuing operations excluding restructuring of $691 million or $0.79 per share.
• Revenues up 11 percent from a year ago to $7.9 billion.
• Highest 1st quarter cash flow in Company history and a more than $700 million improvement from year-ago quarter.
• Debt-to-capital ratio within target range at 30.9 percent while continuing significant investment in strategic growth projects.
• ROC including major growth investments of 12.7 percent; excluding growth investments, ROC was 15.6 percent.
• Downstream businesses deliver strong results.
• First electricity flows to new Alcoa Fjardaal smelter in Iceland today.

During the quarter, Alcoa increased its dividend, announced refinancing plans for some of its debt, and authorized the repurchase of up to 10 percent of its outstanding common stock, or about 87 million shares...a $2.7 Billion Buyback of stock.

Spotlight On Some Of Our Stock Picks

HERE IS A LOOK AT SOME OF OUR STOCKS:

Alcoa Chart
TIE Chart
ATI Chart
Akamai Chart
American Movil Chart
Apple Chart
Delphi Chart
IGT Chart
EEM Chart

Alcoa Alert

Today someone Bought 500,000 shares of Alcoa stock at $34.60 at 12:42 EST according to the Time & Sales report.

The Market Continues To Get Whipsawed By Housing And Economic News

Worth A Post...Mexico Drug Raid Yields $205 million in U.S. cash

Police have found $206 million in cash tied to drug smugglers who imported chemicals used to make methamphetamines. The money was piled inside a mansion in a wealthy Mexico City neighborhood.
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