This will bode very well for all Titanium stocks on Friday when the news is confirmed. Keep your eyes on BA, ATI, TIE, AA.
Be Good.
Thursday, February 01, 2007
TIE: Titanium Metals is sharply higher for a second day after the WSJ noted the heavy insider buying at the company.
We Saw this on Jan 25 - see post below.
... In the meantime the stock is being manipulated to shake out weak shareholders. We would be a Big buyer in here!
TIE Chart
Harold Simmons BUYS and Keeps Buying! What does he know that you don't know??
TIE could see $40 soon.
... In the meantime the stock is being manipulated to shake out weak shareholders. We would be a Big buyer in here!
TIE Chart
Harold Simmons BUYS and Keeps Buying! What does he know that you don't know??
TIE could see $40 soon.
Money Flowing From ATI Into TIE
It appears that sellers in ATI are taking their money and buying TIE at these discounted prices, a smart move. Lighten up on ATI at these inflated prices now.
Wednesday, January 31, 2007
Will TIE Get Bought Out?
We are hoping that the buyout of TIE (if it happens like we think it will) could look like the recent buyout of Molecular Devices.
Chart on MDCC
Likely candidates: AA, NUE???
Chart on MDCC
Likely candidates: AA, NUE???
Tuesday, January 30, 2007
Oil Rallies - Good News For Metals Stocks, ATI, TIE, AA
Saudis to Cut Oil Output, Again
In an aggressive attempt to shore up oil prices, the WSJ reports that Saudi Arabia -- which has already dropped its oil output -- will cut production a further 158,000 barrels/day effective Feb. 1, bringing its total cuts since last summer to 1 million b/d. This is nearly double the total cuts it 
This Is Worth A Re-Post
In the meantime TIE stock is being manipulated to shake out weak shareholders. We would be a Big buyer in here on TIE!
TIE Chart
Harold Simmons BUYS and Keeps Buying! What does he know that you don't know??
TIE could see $40 soon.
TIE Chart
Harold Simmons BUYS and Keeps Buying! What does he know that you don't know??
TIE could see $40 soon.
Metals Stocks Are Leading The Pack
Alcoa added to stock list.
Alcoa Inc. (AA) was upgraded to overweight from equal weight at Morgan Stanley, which cited expectations of sustainable improvement in smelting and margin expansion in its downstream businesses. Analyst Mark Liinamaa also raised his stock price target to $40 from $30, his 2007 earnings estimate to $3.21 a share from $2.75 and his 2008 earnings forecast to $3.12 a share from $2.77.
Alcoa Inc. (AA) was upgraded to overweight from equal weight at Morgan Stanley, which cited expectations of sustainable improvement in smelting and margin expansion in its downstream businesses. Analyst Mark Liinamaa also raised his stock price target to $40 from $30, his 2007 earnings estimate to $3.21 a share from $2.75 and his 2008 earnings forecast to $3.12 a share from $2.77.
We Would Be Strong Buyers Of TIE At These Levels
Compared to ATI, RTI, USAP, it looks like TIE is the only stock that hasn't hit new highs since January, and we would expect the strong buying to take us to much higher levels soon. Something is up and we are taking advantage of this cheap stock now. Shares at or below $30 seem very attractive as we wait for the stock to break new highs in the $48 range.
We sense that some money from ATI and RTI is rolling into undervalued TIE today.
TIE Chart. Buy or Hold until RSI is at 80 - 90 level and the MACD level is at +3 - +4.
TIE has been trading in a channel since July and should break out of the channel around $37 - $38 level.
Insider Buys - Click here!!!
We'll keep you posted.
We sense that some money from ATI and RTI is rolling into undervalued TIE today.
TIE Chart. Buy or Hold until RSI is at 80 - 90 level and the MACD level is at +3 - +4.
TIE has been trading in a channel since July and should break out of the channel around $37 - $38 level.
Insider Buys - Click here!!!
We'll keep you posted.
Monday, January 29, 2007
Sunday, January 28, 2007
Saturday, January 27, 2007
Thursday, January 25, 2007
We Are Waiting For Good Earnings On TIE Stock
In the meantime the stock is being manipulated to shake out weak shareholders. We would be a Big buyer in here!
TIE Chart
Harold Simmons BUYS and Keeps Buying! What does he know that you don't know??
TIE could see $40 soon.
TIE Chart
Harold Simmons BUYS and Keeps Buying! What does he know that you don't know??
TIE could see $40 soon.
Wednesday, January 24, 2007
Prudent Speculator Newsletter - Mentions AAPL
John Buckingham, editor of the Prudent Speculator newsletter, says investors should be optimistic about the long-term prospects for technology stocks. He places a Target of $108 on Apple - AAPL.
Tuesday, January 23, 2007
Monday, January 22, 2007
Thursday, January 18, 2007
Tech Sector Is Hit Hard Due To Intel
Despite Intel's slide, all eyes were on the action at Apple, who reported a 78% surge in sales yesterday! Truly, news for the record books! Good going guys. As far as our explanation for the drop, we feel that the unwarranted sell-off was related to some very Big Hedge Funds holding the stock down with options expiration occurring this Friday. Monday will tell a different story! But why options manipulation and the stock?? Our explanation is simple. Some very Big, and very well financed Hedge Fund(s) sold several millions of dollars of out of the money calls (ie) Jan 100, Jan 95, and/or Jan 90 calls and needed the stock to close below the strike prices to make the options expire at zero or worthless tomorrow (triple witching). Eventually these funds will have to Buy back the shares that they have sold short to get the stock down in their manipulation as we saw months ago with GM. In that case the hedge fund went BUST when the stock reversed!
Also - Paid bashers (paid by hedge fund shorts) who sit on stock message boards all day and night long and post a negative comment over every positive statement that is made so don't even waste your time there. This is much bigger business than you think. You see shorts prey on negativity and emotions and that translates into multiple millions.
Apple stock should be at $105 with these impressive numbers, so don't throw in the towel just yet. For those who want to sell, wait for the euphoria to hit on some news of either a:
2:1 Stock Split
iTV Announcement
Stock Upgrades
other positive news relating to the "NEW" Apple.
Be Good. We Love AAPL.
EST
Also - Paid bashers (paid by hedge fund shorts) who sit on stock message boards all day and night long and post a negative comment over every positive statement that is made so don't even waste your time there. This is much bigger business than you think. You see shorts prey on negativity and emotions and that translates into multiple millions.
Apple stock should be at $105 with these impressive numbers, so don't throw in the towel just yet. For those who want to sell, wait for the euphoria to hit on some news of either a:
2:1 Stock Split
iTV Announcement
Stock Upgrades
other positive news relating to the "NEW" Apple.
Be Good. We Love AAPL.
EST
The Sell-Off In AAPL Shares Seems Overdone
As usual and in typical fashion, Apple provided conservative guidance below consensus for the fifth quarter in a row to keep expectations in check. The good news is that each quarter the numbers are usually better than analysts expect. What do analysts really know anyways?
Be smart. Buy the dips, and sell on the euphoria.
Be smart. Buy the dips, and sell on the euphoria.
Wednesday, January 17, 2007
Delphi Is Raring Back - DPHIQ
Buy on any significant dips it seems. Each severe drop looks like a temporary wash-out of weak shareholders.
This stock has some BIG players who are holding the majority of the shares. Look for new highs soon if you can hold out.
This stock has some BIG players who are holding the majority of the shares. Look for new highs soon if you can hold out.
Wait For The 2:1 Split News On Apple
Wait for the 2:1 Split action.
When you think that you have this all figured out, think again. Wall Street will always surprise you.
When you think that you have this all figured out, think again. Wall Street will always surprise you.
Apple Reports Record 1Q Profit
Analysts were looking for $6.0 - $6.2 Billion in revenue and the company produced $7.12 Billion.
The results beat the estimates of analysts surveyed by Thomson First Call, who expected Apple to earn 78 cents a share on revenue of $6.42 billion.
iPod sales estimates were 15 million iPods and the number came in at 21 million.
Hold on, Apple stock could see $100 by Friday!
The results beat the estimates of analysts surveyed by Thomson First Call, who expected Apple to earn 78 cents a share on revenue of $6.42 billion.
iPod sales estimates were 15 million iPods and the number came in at 21 million.
Hold on, Apple stock could see $100 by Friday!
Friday, January 12, 2007
Thursday, January 11, 2007
Here Is A Key To Successful Trading - See How Your Stock Fares With Insider Activity
Click On The Link Below And See What The Insiders Are Doing On Your Stocks. This Link Shows Insider Activity Of One Of Our Favorite Stocks.... TIE - NYSE.
Insider Trading Activity
Insider Trading Activity
Wednesday, January 10, 2007
Listen To This!
| Titanium: Alcoa credited robust demand from the aerospace industry where production is "expected "to remain near historic highs for several years to come." |
| ATI, RTI, TIE: Aerospace products producers rallied with Alcoa. |
This is what we are talking about. A world-wide shortage of Titanium and with the multi-billion dollar orders given to Airbus and Boeing for new planes, the demand for Titanium should remain high for several years to come!
We Suspect That Hedge Funds Are Holding TIE Stock Down
Why? To get the small fish out so that they can achieve their goal of actually acquiring more shares of TIE stock as they have been doing over the past week. Its a mental game at this point. Compare the price pattern of TIE to AAPL.
Get ready for a MAJOR POP in the stock soon.
Get ready for a MAJOR POP in the stock soon.
Tuesday, January 09, 2007
We Have Been Pounding The Table On AAPL For Weeks! Finally The Good News Is A Reality - iPhone is Announced
Stay tuned for the announcenment of the iTV box!
Friday, January 05, 2007
Tuesday, January 02, 2007
Goldman Sachs Upgrades Apple Computer Stock
Stating that....With the bias to estimates still upward and Apple about to start a new product cycle, Apple shares could move strongly toward our $102 target price, based on target price-to-earning multiples, growth-adjusted earnings multiples, cash flow metrics, and discounted cash flow -- well before our 12-month timeframe.
Friday, December 29, 2006
Soon Apple Products Will Be Everywhere!
Set top box due out in early 2007
Breaking with Apple's tradition of not announcing unreleased products, Steve Jobs said that the company will release a wireless, set-top box for the TV called iTV. It will be approximately half the size of the Mac mini, and the iTV will feature Ethernet, 802.11g, USB ports, component video, optical audio, and HDMI ports. It will work with the Apple Remote and sport an interface much like that of Front Row.
iTV will allow music, TV shows, and movies residing on a computer to play on a television in another part of the house with what Jobs describes as instantaneous access. It is slated to ship during the first quarter of 2007 and will retail for $299.
"Apple is in your den now," says Jobs. "Apple is in your living room. Apple is in your car. Apple is in your pocket." Will Apple be in your wallet?
Also - look for exciting stuff as Macworld EXPO starts on January 8.
AAPL target $100+ in January in our opinion now that the cloud has lifted today with the scare of the options probe that was with out a doubt played out in the media by the shorts who needed to get apple's stock lower to cover at a profit!We are BULLISH on AAPL. You should be too.
More Apple News
In a 10-K report filed with the Securities and Exchange Commission early Friday, Apple said it recorded $84 million in noncash expenses to account for backdated stock options.
The relatively small restatement was a BIG relief to investors, but their main cause for celebration centered around Jobs, whose future had been called into question as details of the stock option irregularities have come to light.
The filed statements with the U.S. Securities and Exchange Commission that took pains to exonerate Chief Executive Steve Jobs from wrongdoing in the company's handling of stock options from 1997 to 2002. A special committee appointed by Apple's board "found no misconduct by current management," the company said in a lengthy explanatory note attached to its yearend financial filing. That reiterated remarks made by Apple in October, and it was exactly what many investors and analysts wanted to hear. In early afternoon trading, Apple's shares got a 5% boost, to $84.93.As upbeat as the tone was toward management, the documents nevertheless underscores concerns over the way Apple handled options, which were used by many companies in recent years to compensate employees, and have become the target of widespread investigation. The practice of backdating, or changing a grant date to artificially boost the value of the option, can skew results by understating compensation costs and overstating profit.
Apple said its own probe turned up "a number of grants for which grant dates were intentionally selected in order to obtain favorable exercise prices," and that Jobs was "aware or recommended the selection of some of the favorable grant dates." Jobs "did not receive or financially benefit from these grants or appreciate the accounting implications."
Al Gore, the former US Vice-President and chairman of the special board committee, and Jerome York, chairman of Apple’s audit and finance committee, said: “The board of directors is confident that the company has corrected the problems that led to the restatement and it has complete confidence in Steve Jobs and the senior management team.”
The company admitted that it had falsified records to show that a board meeting on October 19, 2001, had approved the awarding of 7.5 million stock options to Mr Jobs. In fact, no meeting took place on that day and the records were fabricated, the company said.
The market applauded the Apple report, however, and seemed to share the company’s view that Mr. Jobs had been exonerated as the shares surged more than 5 per cent by midday on Wall Street.
Tuesday, December 26, 2006
Macworld iPhone and iTV News
Click To Read Article
We think the hedge funds are deliberately pushing Apple stock down before the Macworld convention in early January. Buying on any dips could be a prudent move as most analysts have a $100 Target on AAPL stock!
We think the hedge funds are deliberately pushing Apple stock down before the Macworld convention in early January. Buying on any dips could be a prudent move as most analysts have a $100 Target on AAPL stock!
Thursday, December 21, 2006
Highland Capital Partners Battles With Appaloosa Management To Get Contol Of Delphi
Delphi goes through the roof today!!!
Wednesday, December 20, 2006
Apple Looks Oversold Here
See the chart. Stock is on the moving average line. We should bounce at any time!
Click here
Click here
Tuesday, December 19, 2006
Monday, December 18, 2006
Morgan Stanley's Ups Target On AAPL To $110 Up From $90
Apple expects 57,000,000 iPods to be sold in 2007.
Wednesday, December 13, 2006
Delphi Stock On The Move
UPDATE 1-China's Weichai Power eyes Delphi assets - exec
--------------------------------------------------------------------------------
Reuters U.S. Company News
08:53 a.m. 12/13/2006
By Fang Yan
SHANGHAI, Dec 13 (Reuters) - Chinese diesel engine maker Weichai Power Co. Ltd. is interested in buying assets of bankrupt U.S. auto parts maker Delphi Corp. (DPHIQ), Weichai's executive director said on Wednesday.
"We are interested in Delphi's assets as their technologies are the best in the industry," Xu Xinyu told Reuters on the sidelines of a business forum. "We might have some cross-border acquisitions next year."
A deal would give Weichai a foothold in North America, a market many Chinese auto makers and parts suppliers have been eyeing.
But any move by the Chinese company to acquire Delphi's component business could spur opposition from U.S. labour unions and politicians fearful of more job losses and the transfer of technologies to China, analysts say.
In an effort to slash costs and emerge from bankruptcy protection, Delphi, a former General Motors (GM) unit, said earlier this year that it aimed to sell or close by the end of 2007 non-core product lines.
Delphi said these could include brake and chassis systems, cockpits and instrument panels, door modules and latches, and steering and wheel bearings.
Xu did not say which assets his company is particularly interested in.
Hong Kong-listed Weichai, which competes with companies like Cummins Inc. (CMI) to supply engines to the world's second- largest auto market, had in September announced a plan to also list on the Shenzhen Stock Exchange, after privatising its unit Torch Automobile Group Co. Ltd.
--------------------------------------------------------------------------------
Reuters U.S. Company News
08:53 a.m. 12/13/2006
By Fang Yan
SHANGHAI, Dec 13 (Reuters) - Chinese diesel engine maker Weichai Power Co. Ltd. is interested in buying assets of bankrupt U.S. auto parts maker Delphi Corp. (DPHIQ), Weichai's executive director said on Wednesday.
"We are interested in Delphi's assets as their technologies are the best in the industry," Xu Xinyu told Reuters on the sidelines of a business forum. "We might have some cross-border acquisitions next year."
A deal would give Weichai a foothold in North America, a market many Chinese auto makers and parts suppliers have been eyeing.
But any move by the Chinese company to acquire Delphi's component business could spur opposition from U.S. labour unions and politicians fearful of more job losses and the transfer of technologies to China, analysts say.
In an effort to slash costs and emerge from bankruptcy protection, Delphi, a former General Motors (GM) unit, said earlier this year that it aimed to sell or close by the end of 2007 non-core product lines.
Delphi said these could include brake and chassis systems, cockpits and instrument panels, door modules and latches, and steering and wheel bearings.
Xu did not say which assets his company is particularly interested in.
Hong Kong-listed Weichai, which competes with companies like Cummins Inc. (CMI) to supply engines to the world's second- largest auto market, had in September announced a plan to also list on the Shenzhen Stock Exchange, after privatising its unit Torch Automobile Group Co. Ltd.
Tuesday, December 12, 2006
AAPL Chart from Dec 15, 2005 Thru Jan 15, 2006
Will AAPL 's stock performance repeat itself again in late December through January?
See Last Year's Chart
RSI is at the 50 level and would not consider selling until we reach the "green" overbought area at the RSI 90 level.
See Last Year's Chart
RSI is at the 50 level and would not consider selling until we reach the "green" overbought area at the RSI 90 level.
Monday, December 11, 2006
Apple Stock Expected To Advance In Anticipation Of New Products That Are Expected To Be Announced Soon
Our guess is:
iPOD cell phones - a deal with Motorola or Nokia?
iTV products that will bridge the Internet with your TV or computer?
More iTunes music and new iTunes movie download services?
iPOD cell phones - a deal with Motorola or Nokia?
iTV products that will bridge the Internet with your TV or computer?
More iTunes music and new iTunes movie download services?
Prediction: Costco and Best Buys #1 Selling Items
The iPOD and iTunes gift cards!
Lesson #1: If you like the product and everyone is buying it (ie. iPODs)....BUY the stock.
Lesson #1: If you like the product and everyone is buying it (ie. iPODs)....BUY the stock.
AAPL IS OUR FAVORITE PICK
Short term target $93.
LT target $130 level or when notified or indicated as overbought on the RS chart at the 90 green level. Currently, we sit at the 55 level. See Chart
LT target $130 level or when notified or indicated as overbought on the RS chart at the 90 green level. Currently, we sit at the 55 level. See Chart
Peeling Off Some TIE and ATI - Buying AAPL On Recent Drop
iPods are flying off the shevles my friends. Strong iPod sales seen for kids, Mom, Dad and friends. Expect AAPL to break PAR or $100 by January.
Would be a buyer of TIE in the low $30 range if it gets there.
Would be a buyer of TIE in the low $30 range if it gets there.
Monday, December 04, 2006
Merger Mania Alert
The hot titanium trio; Allegheny Tech (ATI +6%), RTI Int'l Metal (RTI +4%) and Titanium Metals (TIE +5%) saw more follow-through M&A-related buying from last week. This should continue throughout the week until more definitive news is eventually released. This sector is hot, hot, hot!
TIE Short Squeeze Rating
TIE has a HIGH short squeeze rating of 78. Get ready for the fuel to hit the fire!
Click for Short Squeeze Info 7,600,000 shares are short!
ATI has a LOW short squeeze rating of 13. Many sharts have already covered here when the stock shot from the mid- $70's to $93! Yikes!
Click for Short Squeeze Info
The chart on TIE looks like it did back on Oct 4 when it ran from $23 to $34, a 47% run in 16 days! We are now only 4 days into this run! Hang on. TIE Chart
Click for Short Squeeze Info 7,600,000 shares are short!
ATI has a LOW short squeeze rating of 13. Many sharts have already covered here when the stock shot from the mid- $70's to $93! Yikes!
Click for Short Squeeze Info
The chart on TIE looks like it did back on Oct 4 when it ran from $23 to $34, a 47% run in 16 days! We are now only 4 days into this run! Hang on. TIE Chart
TIE and ATI on a TEAR!
The shorts will be certain to get squeezed hard as TIE approaches $40 and ATI $100!!!
Friday, December 01, 2006
Wednesday, November 29, 2006
Titanium Stocks Are in Play - ATI, TIE, RTI
SAN FRANCISCO (MarketWatch) -- The tight circle of U.S. titanium producers became the latest in the metals sector to catch the merger bug, as shares of Allegheny Technologies Inc. and others jumped Wednesday on word from aluminum giant Alcan Inc. that it would consider a deal.
Allegheny Technologies (ATI) shares surged as high as 8% to a new 52-week high of $89.49. Titanium Metals Corp. (TIE) jumped as much as 7.9% to $30.48. RTI International Metals Inc. (RTI) was last up 5.9% at $75.79.
Spurring the rally were early-morning remarks by the head of Montreal-based Alcan (AL), the world's second-biggest maker of primary aluminum.
In response to a question about future acquisitions, Chief Executive Richard Evans named titanium as one metals sector where Alcan would consider a purchase. The lure: Alcan already supplies aluminum to the aerospace market, one of the main buyers of titanium.
"We would be interested" in a titanium company, said Evans, adding that he was "not sure that this is the right time to be looking at that kind of acquisition."
Jetmakers are increasingly using titanium to build aircraft, as they try to cut down weight and improve fuel efficiency.
In mid-October, Pittsburgh-based Allegheny Technologies said that it had signed a $2.5 billion contract with Boeing Co. (BA) to supply the aerospace giant with titanium products over the next eight years.
An Allegheny spokesman declined to comment on Evans' remarks.
If Alcan does pursue a titanium maker, it will be reviewing a short list.
Russia's VSMPO-Avisma holds the biggest share of the milled titanium market, with a 31% stake, according to Citigroup Investment Research.
No. 2 producer Titanium Metals has an 18% stake; Allegheny holds 16% and RTI controls 7%, Citigroup says. The other major producers are based in Japan or Central Asia.
Alcan has also toyed with expanding in other metals.
"Everybody knows that we took a look at Inco and Falconbridge ," said Evans, who pointed out that he was glad his company ultimately shied away from trying to buy the Canadian firms.
Both of the nickel makers were the target of competing bids that that left their initial would-be buyers empty-handed.
________________
Also - Allegheny Tech predicts strong specialty metals demand
--------------------------------------------------------------------------------
Reuters U.S. Company News
4:30 p.m. 11/29/2006
NEW YORK, Nov 29 (Reuters) - Allegheny Technologies (ATI) on Wednesday said it expects strong growth in the specialty metals sector, including titanium, driven by the build-up of global infrastructure.
Allegheny Chairman and Chief Executive Pat Hassey at a Bear Stearns conference said the "infrastructure built around the world in the global economy needs specialty metals."
Hassey also said the titanium business has come back, with companies boosting titanium production.
"We can very authoritatively say that as we view this market from 2005 on to 2009, we are putting in new capacity, moving up about 84 million pounds of mill products," said Hassey.
Titanium is used by aerospace and military markets.
Shares of Allegheny gained 7 percent, or $5.81, to $88.60. Shares of Titanium Metals (TIE) gained 7.7 percent, or $2.17, to $33.42. RTI International Metals (RTI) stock climbed 5 percent, or $3.56, to $75.16 on late trading in the New York Stock Exchange.
Allegheny Technologies (ATI) shares surged as high as 8% to a new 52-week high of $89.49. Titanium Metals Corp. (TIE) jumped as much as 7.9% to $30.48. RTI International Metals Inc. (RTI) was last up 5.9% at $75.79.
Spurring the rally were early-morning remarks by the head of Montreal-based Alcan (AL), the world's second-biggest maker of primary aluminum.
In response to a question about future acquisitions, Chief Executive Richard Evans named titanium as one metals sector where Alcan would consider a purchase. The lure: Alcan already supplies aluminum to the aerospace market, one of the main buyers of titanium.
"We would be interested" in a titanium company, said Evans, adding that he was "not sure that this is the right time to be looking at that kind of acquisition."
Jetmakers are increasingly using titanium to build aircraft, as they try to cut down weight and improve fuel efficiency.
In mid-October, Pittsburgh-based Allegheny Technologies said that it had signed a $2.5 billion contract with Boeing Co. (BA) to supply the aerospace giant with titanium products over the next eight years.
An Allegheny spokesman declined to comment on Evans' remarks.
If Alcan does pursue a titanium maker, it will be reviewing a short list.
Russia's VSMPO-Avisma holds the biggest share of the milled titanium market, with a 31% stake, according to Citigroup Investment Research.
No. 2 producer Titanium Metals has an 18% stake; Allegheny holds 16% and RTI controls 7%, Citigroup says. The other major producers are based in Japan or Central Asia.
Alcan has also toyed with expanding in other metals.
"Everybody knows that we took a look at Inco and Falconbridge ," said Evans, who pointed out that he was glad his company ultimately shied away from trying to buy the Canadian firms.
Both of the nickel makers were the target of competing bids that that left their initial would-be buyers empty-handed.
________________
Also - Allegheny Tech predicts strong specialty metals demand
--------------------------------------------------------------------------------
Reuters U.S. Company News
4:30 p.m. 11/29/2006
NEW YORK, Nov 29 (Reuters) - Allegheny Technologies (ATI) on Wednesday said it expects strong growth in the specialty metals sector, including titanium, driven by the build-up of global infrastructure.
Allegheny Chairman and Chief Executive Pat Hassey at a Bear Stearns conference said the "infrastructure built around the world in the global economy needs specialty metals."
Hassey also said the titanium business has come back, with companies boosting titanium production.
"We can very authoritatively say that as we view this market from 2005 on to 2009, we are putting in new capacity, moving up about 84 million pounds of mill products," said Hassey.
Titanium is used by aerospace and military markets.
Shares of Allegheny gained 7 percent, or $5.81, to $88.60. Shares of Titanium Metals (TIE) gained 7.7 percent, or $2.17, to $33.42. RTI International Metals (RTI) stock climbed 5 percent, or $3.56, to $75.16 on late trading in the New York Stock Exchange.
Friday, November 17, 2006
Tuesday, November 14, 2006
More On Delphi (DPHIQ)
Delphi said on Sept. 26 that 20,100 United Auto Workers members, representing 61 percent of its employees, accepted buyouts. The announcement suggested Delphi's restructuring may be achieved quicker than forecasted.
The stock should continue to lift soon. Hold on. If it breaks down sell.
The stock should continue to lift soon. Hold on. If it breaks down sell.
Motorola Is On A Buying Rampage. Will They Eventually Buy Covad (DVW)?
Motorola is in a solid position to make several acquisitions. As of the end of the third quarter, the company had more than $3 billion in cash and cash equivalents.
Motorola To Buy Netopia For $208M, Or $7 A Share. Netopia counts among its customers AT&T Inc. (T), BellSouth Corp. (BLS), Covad Communications Group Inc. (DVW) and Swisscom AG (SCM).
Motorola To Buy Netopia For $208M, Or $7 A Share. Netopia counts among its customers AT&T Inc. (T), BellSouth Corp. (BLS), Covad Communications Group Inc. (DVW) and Swisscom AG (SCM).
Wednesday, November 08, 2006
Monday, November 06, 2006
Buying With Both Hands On Delphi - Accumulate Now
David Tepper owns 52,000,000 shares of Delphi - DPHIQ or 9% of the stock and is sure to be seeking a seat on the board to turn the company back to a $4 - $6 stock in the near term.
1) See Link
2) See Link
3) See Link
When Delphi reaches their agreement with the UAW and GM to help with their mountaing losses and they emerge from bankruptcy a cleaner debt free company profits will soar and so will the stock.
Hang on.
1) See Link
2) See Link
3) See Link
When Delphi reaches their agreement with the UAW and GM to help with their mountaing losses and they emerge from bankruptcy a cleaner debt free company profits will soar and so will the stock.
Hang on.
GM Says Delphi Deal May Come Soon
In the meantime the sophistocated traders are hitting the bids in attempts to bring in more cheap shares before running the stock back up to new highs. This is called a "wash out" and hope it's only temporary. This is how the game is played. Delphi is probably a $4 - $6 stock longer term now that new contracts and debts are being erased and re-negotiated.
Wednesday, October 25, 2006
Monday, October 23, 2006
Delphi (DPHIQ) Continues To Run Like A Freight Train
Compared to Visteon - stock symbol VC...Delphi could trade back to the $8.00 level over the long term. After all, Delphi will emerge as a much cleaner company after emerging from bankruptcy and renegotiated UAW contracts at lower wages. We wouldn't be surprised to see someone step up and make an offer for this stock soon. It's just too cheap at these levels.
Thursday, October 19, 2006
Wednesday, October 18, 2006
Apple Is Poised To Rocket On News of Earnings!
Apple Profit Up 27 Pct., Beating Estimates - Expect Short Covering!
Tuesday, October 17, 2006
Monday, October 16, 2006
Arch Coal (ACI) Is Running Strong!
Hoping to see the $40 - $50 level soon enough when the MACD breaks through as seen on the weekly chart.
See Chart
Looks similar to what happened to Broadwing!
See Similar Breakout Chart
See Chart
Looks similar to what happened to Broadwing!
See Similar Breakout Chart
Wednesday, September 27, 2006
Thursday, September 21, 2006
Thursday, September 14, 2006
Apple Looks Strong Here
Good back to school sales and Christmas is just around the corner. The chart shows a long term cup and handle formation from May through the end of August, indicating higher stock prices from here.
Friday, September 01, 2006
The FED ...
The FED will soon realize that their relentless series of rate hikes have slammed on the breakes of our economy. Spending is slowing and just about every 10th house in most neighborhood seem to be on the market for sale!
Wednesday, August 30, 2006
Tuesday, August 15, 2006
Tuesday, August 08, 2006
Go Figure? FED Action Trips Us Up Again
The market has rallied on good earnings reports and the likelihood that the FED would stop raising rates. Well, the FED halts a series of 2 years of ever increasing rate hikes and the market sells off on the news! Now, Wall Street will tell us that because the FED has paused on the rate hikes, this is not good since the economy may be slowing! That is...rising inflation in a slowing economy.....stagflation they will call it! What next??
Trinity Industries Could Run From Here
Looking at the chart, we feel that Trinity Industries - TRN cound run through $40 from these levels. It has been on a Buy signal since $35 and looks solid as it continues to move higher.
TRN Chart
TRN Chart
Telecoms Have Made A Good Run
Q, TWTC, And BWNG are positioning themselves to benefit from the upcoming high demands of media services with home and enterprise customers in the future. We are seeing a slight pullback after digesting the recent run ups, but expect that higher stock prices will follow quarter after quarter as profits continue to improve.
Wednesday, July 26, 2006
AT&T Leads the Telecom Stocks Higher
Finally, the telecom pendulum has started swinging up as investors look for defensive characteristics by investing in the telecom industry, so expect positioning in this industry in the coming weeks.
Monday, July 24, 2006
Friday, July 21, 2006
Today Was Options Expiration Day
Therefore, many good stocks were pushed down to make several options expire worthless today or for less money after the good spike we had in the market the other day. Here's hoping that we have a run in the market next week. We need it!
Wednesday, July 19, 2006
Bernanke: Interest Rate Hikes May Be Over
Ben Bernanke Signals That Two-Year Campaign of Raising Interest Rates May Be Coming to an End. What does this teach us. Well, when all looks lost the markets usually turn around. Shorts will be covering on this news and drive many of our stocks back up to higher levels.
Dow Shoots Up 100 Points After Bernanke Comments
Seems that Uncle Ben feels that inflation may be under control now. This is a good sign for the bulls.
Friday, July 14, 2006
Broadwing Update Per Company Call Today
- Fidelity Mid Cap Fund files 12.6% holding today on EDGAR
- Broadwing has proforma 1st qtr cash of $348.2 million in the bank.
- They are looking at a variety of acquisitions to add customers
- There are both internal and external candidates for CEO under review
- Company was $2.3 M adjusted EBITDA positive last quarter
- Company has evolved from an equipment company (Corvas) to a service provider
- They bought an asset from Cinncinati Bell that costed $5B to build for approx. $71 M
- They purchased Focal to broaden their services to small and medium customers
- In 2004 the company raised money with a Toxic convertible that was not a good deal and should not be confused with the recent good convertible that actually sold at a premium to the market price with a conversion price of $16.60 around May.
- The new convertible has a 20 yr life and interest is only paid in cash and Not stock as many short sellers or panic sellers may believe (this is where some confusion arises with panic sellers who remember the deal they did in 2004)
- Because of the Focal acquisition they were able to sign a deal with AOL recently
- Also, because of their partnerships with AOL, HTX and GLBC they will have the ability to sell their services to others more easily and more credibly
- Broadwing is following through as planned with their strategic plan to achieve higher margins
- The goal now is to drive more traffic to the network and adding customer density to achieve higher margins
- Broadwing has proforma 1st qtr cash of $348.2 million in the bank.
- They are looking at a variety of acquisitions to add customers
- There are both internal and external candidates for CEO under review
- Company was $2.3 M adjusted EBITDA positive last quarter
- Company has evolved from an equipment company (Corvas) to a service provider
- They bought an asset from Cinncinati Bell that costed $5B to build for approx. $71 M
- They purchased Focal to broaden their services to small and medium customers
- In 2004 the company raised money with a Toxic convertible that was not a good deal and should not be confused with the recent good convertible that actually sold at a premium to the market price with a conversion price of $16.60 around May.
- The new convertible has a 20 yr life and interest is only paid in cash and Not stock as many short sellers or panic sellers may believe (this is where some confusion arises with panic sellers who remember the deal they did in 2004)
- Because of the Focal acquisition they were able to sign a deal with AOL recently
- Also, because of their partnerships with AOL, HTX and GLBC they will have the ability to sell their services to others more easily and more credibly
- Broadwing is following through as planned with their strategic plan to achieve higher margins
- The goal now is to drive more traffic to the network and adding customer density to achieve higher margins
Telecom and AG Stocks Poised To Lead The Markets
Fidelity Mid Cap Fund Positions itself with several telecom stocks that are doing very well ytd. Qwest, Time Warner Telecom, Broadwing and others. POT and others in this industry (MOS) are running as well!
Click here
Click here
Wednesday, July 12, 2006
Broadwing Update
Here is what the street knows. The recent partnerships with AOL, Hutchison (HTX), and Global Crossing and the follow-on business from those relationships will be the catalyst that takes us back up to the mid to high teens for BWNG stock. The convert price on the recent fundraising debentures is $16.60. Also, Fidelity (FMR Corp), upped their stake to over 11% because in looking at the big picture, they see the high demand for greater bandwidth media services that Broadwing brings to the table on a global standpoint through its optical network and solid partnerships.
Analysts and fund managers know that BWNG is significantly undervalued, therefore we would be aggressive buyers at these levels.
Analysts and fund managers know that BWNG is significantly undervalued, therefore we would be aggressive buyers at these levels.
Sunday, July 09, 2006
High Bandwidth Is The Future For Triple Play Services
Service providers are looking to offer triple-play services, therefore it is imperative that they have a network that can handle the bandwidth required. Broadwing (Nasdaq - BWNG) has the #1 optical network that is suitable to carry out the high demands for future media services!
Read The Latest Info
More Interesting Reading
Also...FLORHAM PARK, N.J., June 6 /PRNewswire-FirstCall/ -- Global Crossing (Nasdaq: GLBC - News) announced today that it has more than quadrupled the capacity of its global IP network backbone to support the growing customer demand for bandwidth-intensive applications and converged IP services. It has implemented a core network architecture that has more than quadrupled its PoP-to-PoP core capacity capability to multiple 10-Gbps speeds, while providing a Terabit-capable hub that enables an on-demand migration path for speeds up to OC-768.
Read The Latest Info
More Interesting Reading
Also...FLORHAM PARK, N.J., June 6 /PRNewswire-FirstCall/ -- Global Crossing (Nasdaq: GLBC - News) announced today that it has more than quadrupled the capacity of its global IP network backbone to support the growing customer demand for bandwidth-intensive applications and converged IP services. It has implemented a core network architecture that has more than quadrupled its PoP-to-PoP core capacity capability to multiple 10-Gbps speeds, while providing a Terabit-capable hub that enables an on-demand migration path for speeds up to OC-768.
Thursday, July 06, 2006
Several Telecom Deals In The Works
TOP NEWS:
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
Intelsat, PanAmSat merger creates global leader
Jul 5, 2006 7:05 AM
News Links Found Here
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
Intelsat, PanAmSat merger creates global leader
Jul 5, 2006 7:05 AM
News Links Found Here
Several Telecom Deals In The Works: Telcordia, Cisco, Motorola, Clearwire, China Telecom, Nokia
TOP NEWS:
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
News Links Found Here
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
News Links Found Here
Broadwing - BWNG Looking Very Bullish
Broadwing has been under fire lately, but many analysts and traders like Ralph Acampora of Knight Trading feel that the telecoms will lead the market in the coming months. We agree with this rationale and Broadwing should move up nicely with recent news regarding alliances with AOL, Hutchison Telecommunications in Hong Kong, and others.
Following the Lead from stocks like EEM, AMX and PEIX....we could very well see a 20% spike in the stock on short covering at almost any time. Short Squeeze Info
Following the Lead from stocks like EEM, AMX and PEIX....we could very well see a 20% spike in the stock on short covering at almost any time. Short Squeeze Info
Wednesday, July 05, 2006
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