Covestor - koke Track Lists Posts

Hexdek16 - Housing?

Wed, 09 Jan 2008 10:01:45

In a down market, and continued retraction in housing this is a GS trade. With the yield and a general recovery in the economy in 09 this is an early entry. Quality over quantity. I hope to get a shot at this lower later on, if not this is a good entry.

Related Stocks: TMA

Hexdek16 - Good Entry Price

Sun, 06 Jan 2008 18:01:56

One thing I like is when a stock is 'hated' and despised by the market. This is one of those stocks. The once polish of a small cap gem turned out to be (for the time being)well "Like investing in a box of rocks!" I like rocks. This company has plenty of that and in an area where those rocks will be worth lots to companies (oil) doing business in that area. Cost over runs has knocked this stock in to the dirt. If the price holds till February 2008 I will double the investment in this unloved gem.

Related Stocks: BHMNF

Hexdek16 - Recovery 2008

Sun, 06 Jan 2008 18:01:16

Stock looks to be recovering from late '07 where shares could be had for .80 or better. Still long term bullish on the stock, technology & company. Neutral on management.

Related Stocks: NTRZ

Hexdek16 - Additional Shares

Sun, 06 Jan 2008 18:01:27

Just adding to the core holding for this portfolio. Stock has been trading sideways for some time. No new news.

Related Stocks: BAM

Hexdek16 - Mean Average

Sun, 06 Jan 2008 18:01:04

Just a trade. Looking for a $1.98 - 2.02 exit price. Which may seem quite aggressive, but if things look to slow at 100% returns I may take off half my investment and let the other run long term.

Related Stocks: CCBEF

Hexdek16 - ALRX Watchlist idea

Tue, 11 Dec 2007 09:12:44

Looking at the company's potential currently.

Related Stocks: ALRX

Hexdek16 - IESV Watchlist idea

Tue, 11 Dec 2007 06:12:53

Looking to produce pipeline gas which should occur early Feb. 08. Recent insider buy in at .03 cents a share.

Related Stocks: ITRPE

Hexdek16 - Market report: 2007-11-16

Fri, 16 Nov 2007 18:11:45

With market volatility punishing the small caps the portfolios performance as indicated by the charts has taken on water. This is the part where getting "there" is half the fun. Knowing risks, the growth story of developing companies and markets is of key importance. Short term risk in smaller market capitalization companies can be a bit of a roller coaster at times. This is one of those times. Opportunity such as this allows one to make key investment choices through evaluation and price performance, or lack there of, looking beyond the volatility of the choppy markets is where long term gains have their seed beds rowed. Happy Trading! Regards.

Hexdek16 - Adding To Postion

Wed, 14 Nov 2007 06:11:40

With a severe dip in valuation through market conditions and understanding to the opportunities available in the Alberta Oil Sands. With $1-2 billion in assets coming into production BMD will generate some interest from someone. Roads and production will happen in Canada and this company's assets are well positioned to benefit from that fact. There's the given, now the unknown... With failed execution by management to successfully control and project production cost and the pass on developing other resources available over time the stock decline reflects that uncertainty. With available contracts existing and future this company will be purchased by a competent company if management can not govern it's business and reduce costs in development. We have more than doubled our holding in BMD 11/13/07. Regards.

Related Stocks: BHMNF

Hexdek16 - Going In for More

Fri, 02 Nov 2007 15:11:29

If prices hold to the bottom until Monday, we will be going in for another buying opportunity. The story on this stock is intact, despite the downside of price depreciation in the short term. Unless the 'technology' moat is bridged on their patented processing or people no longer need nutrition this will hold the test of time and the markets. a second concern would be a prolonged build in receivables or pronounced management failure execution.

Related Stocks: NTRZ

Hexdek16 - Geothermal

Mon, 29 Oct 2007 01:10:56

Geothermal energy play. A three year investment before strong output production.

Related Stocks: CA:WGP

Hexdek16 - Potential Growth

Mon, 29 Oct 2007 01:10:43

Small Cap Potential growth stock. Several key opportunities exist with this company. High volatility due to a pending litigation against Toyota.

Related Stocks: SOLM

Hexdek16 - Core Holding

Mon, 29 Oct 2007 01:10:18

This will be a core holding for our portfolio which will be identified as one of five. We will add to this holding over time.

Related Stocks: BAM

Hexdek16 - Increasing Holdings

Mon, 22 Oct 2007 08:10:48

Giving the opportunity presented in the market today we are increasing our position in NTRZ. There has been little market news and overall this position will benefit as a percentage our portfolio greatly. Numbers should be good for next quarter which will be reflected in the stocks price appreciation.

Related Stocks: NTRZ

Hexdek16 - Historical Pricing

Tue, 16 Oct 2007 08:10:09

Purchased on valuation, see web site for details.

Related Stocks: HMA

Hexdek16 - Long Term Turn Around

Wed, 10 Oct 2007 04:10:15

A company that I've watched, in an industry I understand. Same sector WAG got punished for .07cents (picked up for my private account) so it is now a rating system between CVS, WAG and RAD. CVS is taking the day currently. WAG is a deep value play. RAD is the perpetual turn around story, which if they get it right, will garner the lion's share of stock appreciation. This is a 18 to 24 month turn around story as the Eckerd Chain was a bigger fish then they should have swallowed. The last quarter shows it.

Related Stocks: RAD

Hexdek16 - Valuation?

Mon, 08 Oct 2007 17:10:28

I've posted a rationale write up on the blog.

Related Stocks: LDK

Hexdek16 - WX

Sun, 07 Oct 2007 21:10:48

See my website for rationale. Recommend tight trailing stops for this or any China investments in the current market.

Related Stocks: WX

Hexdek16 - Jackpot?

Sat, 29 Sep 2007 16:09:25

This is very much a momentum gold play. Currently it is working, and may continue to work, in our favor throughout 2008. The announcement of value to this company is well over due. Upon a favorable permitting down south the stock price will rocket. A negtive announcement will cut the stock price in half over night and most likely lead to it under performing for 12 - 18 months, unless some non existing buyout or tender comes across. Until that event, this stock will basically "mark time" until the determination.

Related Stocks: KRY

Hexdek16 - Take Profits

Sat, 29 Sep 2007 16:09:14

Just in case you ignored my lamenting, warning you to avoid this stock, here's your opportunity to try again. 18% is not bad for a very (I did say *very*) risky trade. Take the money and run! The news feed and information being disbursed by this company is non existing. Now conventional wisdom is "no news is good news". This is not a conventional trade and the players in this poker game are stone cold silent. Which could mean anything, nothing or ......worse! Caveat Emptor.

Related Stocks: OPBL

Hexdek16 - Profit Taking Note

Sat, 29 Sep 2007 16:09:56

If you have realized 25% gains on this trade, and are risk adverse, it's is a nice time to take some profits here. Taking 50% off the table is a safe trade. That said, we will continue to hold, and buy on weakness. Reports on current build out projects is strong and expected to continue. Regards.

Related Stocks: HIL

Hexdek16 - IVAN

Sat, 29 Sep 2007 15:09:30

See my Web site for commentary. Regards.

Related Stocks: IVAN

Hexdek16 - E House

Thu, 27 Sep 2007 19:09:36

See my Web site for commentary. Regards.

Related Stocks: EJ

Hexdek16 - Road Less Traveled

Wed, 19 Sep 2007 11:09:21

This level there is something beside pavement I could recall. This is where the truck backs up and you hear that sound................beep, beep, beep. It is here now, buy in & profit. There is nothing long term that says this stock is going down the tubes. You get a green light to buy at this level $1.48 go invest and make a dollar or two, what you have here 18 months is a easy double. Happy Trading!

Related Stocks: BHMNF

Hexdek16 - Shortsville

Wed, 12 Sep 2007 20:09:44

Reviewing this stocks performance & the current short interest there is but one logical thing to do on Friday afternoon (9-14-07) which is to double down on the amount of shares owned if it trends back to the $1.30 level. There is no logical rational to the current short interest to the fundamental perspective of the business or the book & inventory. Most people who pronounce that a stock is a "gift" at a given level are usually rewarded by Mr. Market with a whack to the side of the head. Though perhaps one might view the current market level as a unique opportunity for gainful future valuation, beyond that trade at your own level of comfort. Regards.

Related Stocks: NTRZ

Hexdek16 - Blackbox

Sun, 09 Sep 2007 09:09:58

Blackstone Group plans to buy a 20 to 40 percent stake in chemicals company China National BlueStar (Group) Corp for up to $500 million, marking its first major investment in the world's fastest-growing major economy. This (form) of news being repeated in various investments is what will make this a long term power house. I'm some what adverse to risk in china's market because I don't know the markets and is some what "Black Box" investing to me. That said, there is the dollar trade to consider. With out long explanation they have all of our debt and need to leverage it, Blackstone looks to be a vehicle to do that, with a interest one would expect that they would expose them to such opportunities such as this, I'd expect more. You don't by in to heavily state owned operations unless you have a guide.

Related Stocks: BX

Hexdek16 - Forward Growth

Sat, 08 Sep 2007 16:09:41

This was a blank check company acquisition, which does worldwide construction and project management. With only one analyst currently covering this global growth company which is picking up projects in all the right places. Listed on the Russell Microcap Index back in June 2007 this company's prospects for share price appreciation with a P/E = Forward P/E makes this a stable growth story.

Related Stocks: HIL

Hexdek16 - Atom Ant

Sun, 02 Sep 2007 19:09:52

A WHITE powder, thorium oxide, could be the answer to many concerns about nuclear power. Reactors that use thorium, rather than uranium, produce radioactive waste that needs to be stored for only 500 years. They can also incinerate the much longer-lived radioactive products from conventional nuclear plants, including plutonium. Even to adopt conventional nuclear power, thorium-based reactors would need to be developed in parallel. "They will provide the solutions for handling the waste of the other reactors". Below .22 cents this stock is interesting & profitable as a investment/trade. If it takes off too quick and visits the .38 to .42 levels it then becomes over bought and trades off again. The company it's self is interesting, with a long term hedge in thorium mining. It's proprietary technology and current projects gives it a wider moat in a niche industry. In order for superior share advancement the technology would need a larger audience and interest through it's current projects, long term.

Related Stocks: THPW

Hexdek16 - An Options Play

Fri, 31 Aug 2007 20:08:17

I wrote an post on a forum a month back, is Optionable Inc., ...well "optionable"? Conventional wisdom said "No". I almost agree. After two months and a bad market, it is a risk play, to put it lightly: This Dog Has Fleas! Then why fight the tape? Well my thesis is to treat it as a LEAP, which is a long term options play, at .15 cents a share currently it is the equivalent of buying a put option for a future date. What date? I have no idea. Not a great recommendation for sure, and if you know anything about options they can and do at times expire worthless. So why fight the tape, because the really terrible bad stuff surrounding this meteoric rise and fall in share value in 2007 has been priced in heavy. What they do, will continue to happen, could they be marginalized -sure- and they have been. The tombstone has been etch & carved for this one, everybody hates it! (me too) So this is by far a contrarian's options play, and best left to the thick skinned, strong of heart, roller coaster riders of the market. I will use this type of terminology often in my write ups so here's the first: Don't buy this stock if you have trouble sleeping at night. Leave it alone. Nobody says you have to buy anything, and if you don't know what your buying or how to trade it you could loose a lot of money! Even if you do know what your buying & how to trade it you could still loose money. Loosing money sucks! Bottom line. Making money, that's good, so go make some money and forget you even heard of Optionable Inc. Ok?

Related Stocks: OPBL

Hexdek16 - An Options Play

Fri, 31 Aug 2007 20:08:20

Related Stocks: OPBL

Hexdek16 - Feed The World

Fri, 31 Aug 2007 19:08:47

While I might be the worlds biggest humanitarian, I am interested in things that grow green, crops or cash. Up markets down markets, first world, third world - people have to eat! This company provides patent-protected, proprietary technology that stabilizes rice bran, a nutritionally dense value added product with strong market demand, great margins and strong company growth. There are other valuations to this company to consider, see their website for additional product information. Bottom line, this company just recently reported a great quarter just at the time that market took a hit. At it's current levels ($1.65- $1.75) this stock is a "gift", a second chance to pick up shares at prices at or lower then several insiders, this month or this year. Management is putting it's money where it's mouth is on this one. Mean while the "shorts" are taking this opportunity to pummel share price. I have two words for all the shorts who are helping to "ride this one down.......THANK YOU! From the bottom of my wallet. With all the nice opportunities in the market I am running out of free cash flow to buy more shares than stocks I have long term plans or ideas for, so if you could guide this one in at $1.50 - $1.55 before a correction I'll be sure to put you on my Christmas Card List. Just Send a S.A.S.E to:

Related Stocks: NTRZ