Monthly Archives: January 2007

Getting’ SIGI wit’ some Margin!

January 28, 2007 – 8:14 pm

Selective Insurance (SIGI) is one of the “Value” stocks on the watch list, which, incidentally, is now a selection on the top menu bar. SIGI is primarily a commercial lines IA company based in the northeast, with Jersey and NY as about 2/5ths of their total premium volume, although they write some PPA, HO, […]

By Bill | Posted in Specific Discussion of Individual Trades | Comments (4)

Davos News You Can Use

January 28, 2007 – 9:13 am

The Newsweek reports on Davos confirm that the rest of the world has a different opinion of U.S. “foreign policy” than most residents of the United States do. While most Americans seem to be concerned about what Iran might do, the rest of the world is concerned about what the United States will do.
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By Bill | Posted in Politics From the Anarchist P.O.V. | Comments (15)

Predictive Model Output - Jan 26, 2007

January 27, 2007 – 7:49 am

My vote to the Blogger Sentiment Poll by TickerSense is “bullish.”
I’m officially agnostic as to which sectors are going to be the winners; it is so time-frame dependent! One week versus two weeks, last week different from the week before, YTD, you get the drift. The metals sector has been strong the last […]

By Bill | Posted in General Market Commentary | Comments (0)

My Stock Screens

January 26, 2007 – 6:55 pm

Although the scanning criteria I use does get tweaked from time to time, currently I am using four different scans to add to my watchlist. Here are their criteria:
2007 Anti-Value
The idea here is to find over-valued high flyers that make either good momentum plays or very good shorts when the market turns south. […]

By Bill | Posted in Scanning For Things To Trade | Comments (6)

Buying Some Cognizant Tech Today

January 26, 2007 – 6:54 am

I don’t know how I missed an entry into Lyondell Chemical (LYO). Must have been looking at my navel lint. Oh, bother. Only the REITs worked for me today, oddly, these were the undersized positions I considered adding to but declined to actually execute. I gave almost all of my gains […]

By Bill | Posted in Specific Discussion of Individual Trades | Comments (6)