The Stock Playbook : The Stock Playbook

The Stock Playbook 10/29/08

Dave Dispennette — Thu, 30 Oct 2008 04:04:00 GMT

This is the market summary.

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The Stock Playbook 10/28/08

Dave Dispennette — Wed, 29 Oct 2008 02:27:00 GMT

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The Stock Playbook 10/27/08

Dave Dispennette — Mon, 27 Oct 2008 02:25:00 GMT

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The Stock Playbook 10/22/08

Dave Dispennette — Thu, 23 Oct 2008 00:16:00 GMT

Visit us at www.TheStockPlaybook.com and let us help you navigate these tough markets.

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The Stock Playbook 10/21/08

Dave Dispennette — Tue, 21 Oct 2008 22:39:00 GMT

Just click on video below for our insight and visit www.TheStockPlaybook.com for more investment ideas.

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The Stock Playbook 10/20/08 Debut Issue

Dave Dispennette — Mon, 20 Oct 2008 23:55:00 GMT

Enjoy, just double click on video below. Thanks.

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The Stock Playbook 10/20/08

Dave Dispennette — Mon, 20 Oct 2008 21:56:00 GMT

Double click on the video below and get a taste of what The Stock Playbook could do for you.

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Testing Video

Dave Dispennette — Mon, 20 Oct 2008 21:46:00 GMT

Hi Eveyone,

I'm hoping to start providing you videos shortly with stock tips and more. This is just a test run to make sure I can get it all to work.

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Altra Holdings (AIMC) breaks out...

Dave Dispennette — Thu, 28 Aug 2008 18:19:00 GMT

AIMC @ $18.20 (Altra Holdings) manufactures mechanical power transmission and motion control products for the energy and industrial industries. Revenues have increased 30%, 31%, 23% and 9% over the last four quarters and earnings are expected to grow 109% this year to $1.38 a share. We are establishing a position here and will set a stop loss at a close below $16.

Issue: 1/09/2008

Dave Dispennette — Thu, 10 Jan 2008 16:26:00 GMT

Market Summary:

The market finished a back-and-forth session sharply higher today as investors sought bargains while also contending with concerns about the strength of the economy and upcoming corporate results. The Dow, which had been down nearly 90 points in the session, finished up 146.24, or 1.16 percent, to 12,735.31. The S&P 500 rose 18.94, or 1.36 percent, to 1,409.13, and the Nasdaq, which had been down more than 1 percent during the session, finished up 34.04, or 1.39 percent, at 2,474.55.

Fallen Stars:

MOT @ $14.79 (Motorola) manufactures wireless handsets, wireless infrastructure communication systems and analog and digital two-way radios. It is no secret that this company has done nothing but lose market share to Nokia since their last hit, the Razor. However, they do have a few exciting products that they unveiled at the Consumer Electronics Show this week. One of which was a hand held device that on top of being a phone, MP3 player, GPS and all the other exciting features that are now standard on all high end devices, it also receives live TV signals. I haven't seen it yet, but it could be the next big thing for Motorola. If we're wrong, we'll end up owning a stock that everyone already hates and probably doesn't have much more downside risk. However, if we're half right and this company regains some of the buzz from the good old days, we have ourselves a stock with the potential to double. This stock is going into The Playbook 100. We will establish half a position here and add remaining half on any weakness that brings the stock toward the $12 level. We also have an attractive long term option (LEAP) listed below as another opportunity.

(INSERT CHART HERE)

Options:

WMA AB @ $6.05 (Motorola 2010 $10 Call) is our LEAP of choice for Motorola listed above. We are paying $1.25 for two years of time on this contract. We would establish half a position here and if we get the pull back mentioned above to $12, we should be able to add remaining half around $3, giving us a cost average of $4.50. If the stock goes to $20 anytime during the next year, we make over 100% return. A move back to $26, the recent high set back in 2006 and we gain almost 300%. This is the type of risk to reward that we like to get involved with. Rather than investing almost $15,000 to own a 1,000 shares, we can control the same amount of stock for $4,500 in this LEAP and make the same amount of money on the upside.

We don't want to get too fancy here, but for those of you that write options, you can wipe out the entire time value by writing (or selling) the WMA AD at $1.25 (Motorola 2010 $10 Call) and collect that premium. This spread will yield you a 200% return with a move to $20, assuming we get second half of option on pull back to $12, otherwise, we'll only make 100%. AS always, call me if you need help with this play.

DISCLAIMER
This newsletter has been sent to you for informative purposes only and in no event should be construed as a representation by The Stock Playbook or its employees as an offer to sell or solicitation of an offer to buy any securities. The factual information given is taken from sources we believe to be reliable, but is not guaranteed as to its accuracy or completeness. The opinions expressed should be given only such weight as opinions warrant. employees and/or family members may have a position in the securities mentioned and may make purchase and/or sales of such securities from time to time in the open market or otherwise Recipients of The Stock Playbook prohibited from, directly or indirectly, distributing, forwarding , plagiarizing or copying any part of this message without expressed written consent from The Stock Playbook. Some content may have been based, at least in part, on material gathered from Investor's Business Daily ® and/or YAHOO!®

Issue: 1/08/2008

Dave Dispennette — Wed, 09 Jan 2008 21:05:00 GMT

Market Summary:

The market skidded lower in another fitful session today, with investors worried that the tumbling economy may not only cripple mortgage lenders like Countrywide Financial Corp. but also create problems for other companies like AT&T. Investors tried to take the market higher at many points during the day, but eventually succumbed to another stream of bad news. The Dow and the S&P 500 are down more than 5 percent so far this year and the Nasdaq is down nearly 8 percent, having been pummeled since Jan. 1 due to worse-than-anticipated readings on the economy. Today's events raised fears that fourth-quarter earnings reports, which start pouring in later this week, may not meet already lowered expectations. The Dow fell 238.42, or 1.86 percent, to 12,589.07, after ratcheting up and down through the day. The S&P 500 dropped 25.99, or 1.84 percent, to 1,390.19, and the Nasdaq, reflecting uneasiness about tech stocks after AT&T's news, declined 58.95, or 2.36 percent, to 2,440.51.

Shorts:

The recent correction has been hard and swift. We are more inclined to buy stocks at these levels, rather than shorting them. Shorting the market would have been a great idea a week ago. However, for those that have been emailing us the last few days, looking for shorts, I would suggest exercising caution. We would rather use this as an opportunity to add to some of our favorite positions on this weakness. As we usually do during market corrections, we've brought back our popular Watch List section, which will highlight a few stocks that we want to accumulate during this weakness.

Watch List:

It is tough to recommend buying stocks in a market like this. There are, however, some stocks that we will slowly accumulate during these tough times. These stocks are investments. You still need to set some downside protection on them. These are stocks that we wouldn't mind owning in three years from now and will add to positions on weakness. We, personally, like using long term equity options (LEAPS) instead of equities in many of these cases, but that is for you individually to decide. Call us at (386)756-9728, if you need help figuring out the best plan of attack for you.

We will start nibbling on: GS @ $175-$178, NYX @ $68-$70, RIMM @ $87-$92, AAPL @ $145-$150, and MSFT @ $31.

Issue: 1/04/2008

Dave Dispennette — Fri, 04 Jan 2008 15:24:00 GMT

Market Summary:

The market closed narrowly mixed today as investors traded cautiously ahead of the Labor Department's Friday reading on December employment. Inflation jitters remained high as oil prices set a new trading record above $100. The Dow rose 12.76, or 0.10 percent, to 13,056.72. The S&P 500 was unchanged at 1,447.17, and the Nasdaq slipped 6.95, or 0.27 percent, to 2,602.68.

Momentum Stocks:

IDRA @ $13.29 (Idera Pharmaceuticals) develops DNA and RNA-based therapeutics for the treatment of cancer, asthma, allergies, HIV and other infectious diseases. Revenues have accelerated 186%, 215% and 246% during the last three quarters, yet they are still a few years away from turning a profit. However, heavy upside volume has landed this company on our radar for the last few months, almost daily. Therefore, we will establish half a position here and enter the remaining half on a pull back to $11. Our stop loss will be set at $10.25.

(INSERT CHART HERE)

IPO's and New Issues:

KGS @ $25.75 (Quicksilver Gas Service) is engaged in the gathering and processing of natural gas from the Barnett Shale located at Fort Worth basin in Texas. Revenues have increased between 107%and 222% during the last four quarters. Earnings are expected to grow 190% this year and another 341% in 2008 to $1.28 a share. KGS came public in August at $21 and appears ready to emerge from its first trading pattern. We are establishing half a position here and will enter the remaining half on a pull back to $24. Our stop loss will be set at $22.50.

(INSERT CHART HERE)

Stocks Under $10:

COIN @ $5.74 (Converted Organics) is a development stage company seeking to manufacture fertilizers from organic food waste for the agribusiness market. This tiny $24 million company has seen volume explode over the last few days as it rose from $4 to almost $7. This is not for the faint of heart and we won't touch it unless we get a pull back to $4.75, where we will establish half a position. The remaining half will be bought at $4 and we will have a tight stop set at $3.75.

(INSERT CHART HERE)

DISCLAIMER:

This newsletter/blog is for informative purposes only and in no event should be construed as a representation by InvestorsInsight Publishing, The Stock Playbook or its employees as an offer to sell or solicitation of an offer to buy any securities. The factual information given is taken from sources we believe to be reliable, but is not guaranteed as to its accuracy or completeness. The opinions expressed should be given only such weight as opinions warrant. Employees and/or family members may have a position in the securities mentioned and may make purchase and/or sales of such securities from time to time in the open market or otherwise Recipients of The Stock Playbook prohibited from, directly or indirectly, distributing, forwarding , plagiarizing or copying any part of this message without expressed written consent from The Stock Playbook. Some content may have been based, at least in part, on material gathered from Investor's Business Daily ® and/or YAHOO!®

Issue: 1/02/2008

Dave Dispennette — Wed, 02 Jan 2008 15:52:00 GMT

Market Summary:

The market skidded lower today after a weaker-than-expected reading on the manufacturing sector and a spike in oil prices to $100 a barrel triggered concerns of a further slowdown in the overall economy. Light, sweet crude closed up $3.64 to $99.62 per barrel on the New York Mercantile Exchange after earlier hitting $100 for the first time. The rise follows violence in the oil-producing nation of Nigeria, concerns about weather-related production halts in Mexico and speculation that inventory figures will show drops in levels of U.S. supplies. The economic reading and rising oil prices were unwelcome for investors wading into the first trading session of 2008 and indicated the concerns that weighed on stocks in the second half of 2007 will for now persist. The Dow fell 220.86, or 1.67 percent, to 13,043.96. The blue chips briefly fell below 13,000 for the first time since November. The S&P 500 slid 21.20, or 1.44 percent, to 1,447.16, and the Nasdaq fell 42.65, or 1.61 percent, to 2,609.63.

Growth Stocks:

ATVI @ $28.43 (Activision) publishes interactive entertainment software games for consoles, hand-held devices and PC's. Revenues have increased between 66%, 163% and 69% during the last three quarters. Earnings have increased 320% and 125% during the last two quarters and are expected to grow 188% in 2008 to 0.95 cents a share. We are establishing half a position here and will enter the remaining half on a pull back to $26. Our stop loss will be set at $25.
(INSERT CHART HERE)

Stocks Under $10:

ACPW @ $2.35 (Active Power) manufactures flywheel energy storage systems used to replace lead-acid batteries in commercial and industrial markets. Revenues have increased between 44% and 68% during three of the last four quarters. This company is still a couple of years away from turning their first profit, but they have seen a steady increase in upside volume over the last couple of months. For those who like to take on a little more risk, we would establish half a position here and would buy the remaining half on a pull back to $2. Our stop loss will be set at $1.80.

(INSERT CHART HERE)

DISCLAIMER:
This newsletter/blog is for informative purposes only and in no event should be construed as a representation by InvestorsInsight Publishing, The Stock Playbook or its employees as an offer to sell or solicitation of an offer to buy any securities. The factual information given is taken from sources we believe to be reliable, but is not guaranteed as to its accuracy or completeness. The opinions expressed should be given only such weight as opinions warrant. Employees and/or family members may have a position in the securities mentioned and may make purchase and/or sales of such securities from time to time in the open market or otherwise Recipients of The Stock Playbook prohibited from, directly or indirectly, distributing, forwarding , plagiarizing or copying any part of this message without expressed written consent from The Stock Playbook. Some content may have been based, at least in part, on material gathered from Investor's Business Daily ® and/or YAHOO!®