Monday, July 30, 2007

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:




Thursday, July 26, 2007

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

Tuesday, July 24, 2007

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?

Monday, July 23, 2007

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.

Tuesday, July 17, 2007

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:




Monday, July 16, 2007

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

Sunday, July 15, 2007

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.



Thursday, July 12, 2007

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

Wednesday, July 11, 2007

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

Tuesday, July 10, 2007

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.

Tuesday, June 26, 2007

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.

Monday, June 25, 2007

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.

Sunday, June 24, 2007

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.

Friday, June 22, 2007

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

bearstearnsblackandwhite.gif






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


Wednesday, June 20, 2007

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.

Monday, June 18, 2007

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??


Friday, June 15, 2007

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?

Wednesday, June 13, 2007

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.

Friday, June 08, 2007

Thursday, June 07, 2007

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.

Tuesday, June 05, 2007

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.

Monday, June 04, 2007

Tuesday, May 29, 2007

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.


Thursday, May 24, 2007

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

Tuesday, May 22, 2007

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

Monday, May 21, 2007

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)


Thursday, May 17, 2007

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

Wednesday, May 16, 2007

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...

chart of an amateur gap

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.

Sunday, May 13, 2007

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.

Friday, May 11, 2007

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.

Thursday, May 10, 2007

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

Wednesday, May 09, 2007

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!

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

Monday, May 07, 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!

Wednesday, May 02, 2007

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.

Wednesday, April 25, 2007

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?

Tuesday, April 10, 2007

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.

Tuesday, April 03, 2007

Alcoa Alert

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

Sunday, March 25, 2007

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.
Click To Read the Story

Friday, March 23, 2007

Huge Volume On Alcoa - AA In The Last Hour

33,200 Buy at $34.19 then followed by another
266,600 Block Buy Order at $34.19 at the close

Monday, March 19, 2007

AA Big Block 245,000 Buy At the Close!

245,000 and 35,000 share trades at the close today on Alcoa. Something is in the works for sure!
Here's hoping for a Buyout at $45!
AA Chart - Bullish, Bullish, Bullish! The MACD Crosses Up Today

Thursday, March 15, 2007

Alcoa Jumps Another 3%

SAN FRANCISCO (MarketWatch) -- Shares in Alcoa, Inc. (AA), the world's largest aluminum producer, rose 3% to $34. 40 Thursday as base metals rallied in London. Official prices for aluminum delivered in three weeks rose to $2,765 a metric ton on the London Metal Exchange, up 1. 3% from $2,730 on Wednesday. Other metals, including nickel and copper, rallied on Chinese demand data.