Miles J. Stoner, @StockHollywood

Dallas, Texas

6.11.2010

Preview June 11

  1. Mad Catz (MCZ:$0.4499,$0.049700,12.42%)reports Q4 sales of $26.3 mln, up from $22.8 mln in the year ago quarter. Net income was $0.02 per share, vs. a year ago loss of $0.07 per share. Adjusted EPS was $0.01 per share, vs. a year ago loss of $0.01 per share.
    • Long, people are gona jump on this cheap penny stock and drive it up over a dollar, market permitting. Long .51.
  2. Wendy's/Arby's Group Inc. (WEN:$4.34,00$0.19,004.58%)
    • Nelson Peltz said Thursday an outside party has approached the billionaire investor about a potential acquisition.
    • private-equity firms, with a renewed appetite for fast- food chains, may see the company as undervalued.
    •  Long, 4.8, this ones kinda tricky, anything over 5.2 I'd be leary of a comedown. Long the dips though.
  3. ArcSight (ARST:$19.82,00$0.81,004.26%) firmed in after-hours trade after topping Q4 estimates and guiding in-line to above expectations for Q1.
    • Short, 22, Long, 21.5, anything out of that range, real-time me.
  4. National Semiconductor (NSM:$13.53,00$0.42,003.20%) advanced in after-hours trade after beating Q4 expectations and setting its Q1 view above Street estimates.
    • Long, 13.5, Short 14.15.
  5. Exide Technologies (XIDE:$5.39,00$0.29,005.69%) announced a new licensing agreement with Honeywell Consumer Products Group. Honeywell Consumer Products Group is a business unit within the Honeywell Transportation Systems segment.
    • Short, I know this is good news, but if it pops at all I'm short, short, short.
  6. DELL (DELL:$13.07,00$0.29,002.27%) : -2.6%; revises down EPS to reflect possible legal liability.
    • Mixed, legal issues aren't good so leaning towards Shorting it, but Long around 12.5 thats a bargain.
  7. Finisar (FNSR:$14.24,00$0.70,005.17%) gained in evening action after reporting better-than-expected results and guidance.
    •  Long, probably continue its uptrend, but I'd buy dips and long them and short pops.
  8. Men's Wearhouse (MW:$22.20,00$3.53,0018.91%), huge gain today topping last years numbers, combined with todays great broad market run. 
    • Short, This run went way too far this company is not a 23 dollar a stock company, I'd long short if if that makes any sense, I'd short it and go long on your short, not a short scalp.
  9. Express Inc.'s (EXPR:$14.01,00$0.57,004.24%) fiscal first-quarter profit more than quadrupled, helped by surging sales and margins.
    •  Long, profit quadrupled! duh. Short it if it gets too far up, say over 15.5-16.
  10. Shares of Rambus Inc. (RMBS:$18.83,00$0.64,003.52%) fell sharply Wednesday after a federal court ordered a rehearing of arguments in a patent dispute with Hynix Semiconductor and Micron Technology (MU:$8.77,00$0.24,002.81%) . 
    •  MU long, RMBS short, for tomorrow. Scalp these two
  11. Bristol-Myers Squibb Co (BMY:$24.64,00$0.50,002.07%) and its partner Pfizer Inc (PFE:...) said on Thursday they will halt a big study of their experimental blood clot preventer apixaban due to clear evidence that it prevented stroke among patients with atrial fibrillation.
    •  Long, enough said.
  12. ValuEngine, Inc., has upgraded Constellation Brands, Inc. (STZ:$16.42,00$0.38,002.37%) to a "5" rating, the serviceĆ¢€™s highest. 
    • Short, even though they got the rating, I think there was some under the table payment made for that. May pop tomorrow so you could scalp the long pop, but then I'd short it. 
  13. Delcath Systems (DCTH:$9.20,00$0.43,004.90%)
    • Long, they have gotten beaten up the last few days and should pop back into the 11 area, try to buy as close to 9 as possible.
  14. Brookfield Properties Corp (BPO:$14.40,00$0.50,003.60%) had Property owner Tishman Speyer say on Thursday it led a $700 million injection into its protfolio of Washington-area office buildings, fighting off a foreclosure attempt, which BPO owns. 
    • Long, love when other companies have the ability to pay money to stay from being foreclosed. 
  15. (LGF:$6.99, -$0.06, -.85%) Icahn wants LGF for $7 and Cuban's stake would give Icahn about 28% of Lions Gate shares, which he plans to do. 
    • If LGF falls below $7 and you're looking to scalp this is the perfect stock for that.
    • I love Lions Gates movies haven't been able to make any money off the stock, but I hope Icahn can get some good stuff going. 
  16. Medical Nutrition USA, Inc. (MDNU:$2.78,00$0.235,09.23%) a developer and distributor of nutrition-medicine products, has entered into a definitive merger agreement with Danone North America, Inc. under which Danone will acquire all the outstanding shares for $4.00/share in cash.
    • Long, these one are always so hard to get before they get to the buyout price, but if you can, more power to you, I'd put my entire account in it. 
Its a crazy market we try to make a living in / but baby the hard hits are what make or break us and I'm not giving in / I'ma show you my gains are meant for very / Cause capital gain loss pain is temporary / So wake up, shake a leg, get your brain going and take some ease / Slip into your day like house shoes and .................................................make money.