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Wednesday, March 31, 2004  

Mobiles 00017

Bidet Mobile

To keep it extra clean during those roadtrips.

The evolution of portable clean.

Brought you by Washlet .


2:45 PM

Sunday, March 28, 2004  

Things they didn't told you 00025

A close shave

Hair Removal Advice for Every Area

Brought you by Pubic Shave.



9:44 AM

Wednesday, March 24, 2004  

Idiot Savant 00004
Stock Picking without Luggage



Orthodontic Centers of America Inc

A chip of my favourite wood. A timeless business with a solid base beaten down and dragged through mud. Nevertheless, just like SRZ (old peeps biz) SRV and STEI (6-feet under biz) OCA (teeth biz) is quite likely to climb to her previous appreciation. It can be as soon as tomorrow as it can take years. Based on previous trading experience with troubled stocks, prudent trading might be the reasonable thing to do. To buy some at dips and put immediately a reasonable GTC sell order to enjoy the first revival. But be ready to freeze your capital for some years, active shorters are worse then a pack of hyenas.


A short covering canidate


How long can OCA's agony go on? With the outrageous short ratio (42.54%), it might be for quite a while, huge powers are doing everything they can to keep it down and possibly lower.

On the other hand, once the outcome of ongoing trials is clear or on a technical upwards breakthrough from the current triangle, the short covering on this one can be spectacular. Due to the lawsuits the institutional had to step out of OCA, although many are just aching to have such a share in their portfolios.

We got in at $6,51 and the very next day OCA was trading as low as $6,00. With a GTC limit of 7.23 to net 10% we were quite fortunate to sell our lot at $7,30 3 market days after our purchase, meanwhile OCA is quoting under the $7,00 again. This one stays for sure on our watch list and if we got the cash at the good momentum we'll get some again. But one has to be prudent and strong hearted when dancing with OCA.


Behold the newly picked:


  • NYFIX Inc NYFX for about € 2000 (1/3 of the mainstream part).


Warning

  • Do not buy anything that you do not fully comprehend. Stocks for instance.

  • Do not buy anything without making your own investigation.

  • Do not buy anything if you can't explain your motivation, 'Market Feeling' is not a motivation.

  • Do not buy anything just because I or anybody else did.


11:30 AM

Tuesday, March 23, 2004  

Do you remember? 00015

Jurassic Park Moral

So little to learn and still they can't keep themselfs from doing it.

Reviving the death

Brought you by the Why Files.

Gelukkige Verjaardag C.


10:32 AM

Saturday, March 20, 2004  

Quote of the week 00024

'Cats, like men, are flatters.'
William S. Landor

Hold me tight Handsome.

How can cats undo iron wire and turn on the gas without thumbs? Cat-sitting escape artists = headache.


8:04 PM

Friday, March 19, 2004  

Mobiles 00016

Bionic Dolphins

For those who wish they could swim, like dolphins swim.

New Lives on Wheels

Brought you by Bionic Dolphin.


7:19 PM

Wednesday, March 17, 2004  

Funny side up 00025

It's Save Sex, but not like we known it.

Safe For Work Porn

Warning although this slideshow is SFW,
the other links on the page might Not be so SFW.


If everyone would do it this way, I wouldn't have had the opportunity to play the ambulance driver in the middle of last night. To bad She didn't accept my camera-man services though...


8:29 PM

Tuesday, March 16, 2004  

Idiot Savant 00003
Stock Picking without Luggage



American Mortgage Acceptance Company

For these lost times we live in it will not hurt to have a good old granny stock in the portfolio. AMC is not a stock that will double overnight, but the old lady takes care of herself. As a Real Estate Investment Trust she's supposed to distribute at least 90% of her taxable income in dividends. What results in a current quarterly dividend on an annualized basis of $1,60 per share. At the current quotation the Yield is no less then 9,04% and the short re-appreciation period after the ex-dividend date is also quite remarkable.


A rare graph



The downside of AMC is the relatively short track record and low trading volume.

The upsides are numerous though:


  • Price/Earnings: 11,52

  • Price/Book: 0,96

  • ROE: 10,64%

  • Dividend Yield: 9,06%

  • Total Debt/Equity: 0

  • Cash per share: $1,17


Behold the newly picked:

  • Redhook Ale Brewery Inc HOOK for about € 1600 (1/4 of the SC part).

  • Orthodontic Centers of America OCA for about € 2100 (1/3 of the mainstream part).


Warning

  • Do not buy anything that you do not fully comprehend. Stocks for instance.

  • Do not buy anything without making your own investigation.

  • Do not buy anything if you can't explain your motivation, 'Market Feeling' is not a motivation.

  • Do not buy anything just because I or anybody else did.


4:53 PM

Monday, March 15, 2004  

Things they didn't told you 00024

Mica

The future is transparant.

1 GB stamp size

Brought you by Info-Mica.



9:19 PM

Friday, March 12, 2004  

L'ombelico del mondo 00005

Could it be?


Make up your own mind.


Does anybody remember South America? While the continent was beautiful and successful suddenly 'terrorists' appear. The misguided people empowered their police and army to end this terrorism by all means. As by magic the bombing stopped and as by magic ... countless people disappeared too. The enemies of the state were gone, the state became the enemy.


Was it a mere coincidence that some of USA's best customers were becoming equals and competitors? Was it a coincidence that some countries wanted to take the land of US corporations to give it the people? Today all those countries are still crippled. Is it normal that only the powers that be became better of terrorism?


With that in mind. The Spanish powers sucked up to the ones who gained the most out of terror. Isn't such an event a ticket to get rid of all your opponents? Basque and other? Democratic totalitarianism can only thrive in a climate of fear and rage and such a climate is easy to establish.


The bombing is just too well organised to have been done by the ETA or al-Qaeda. And why would the ETA sign his own death treaty by doing this?


Scary to imagine that reality can be worse then 24.


10:48 AM

Thursday, March 11, 2004  

Art Colony 00011

Susannah Breslin

'Why don't you make a blog?' She once said.

Bukkake Foundness

Brought you by the Artbomb.Net.



12:57 PM

Wednesday, March 10, 2004  

Funny side up 00024

It's a doggy bag, but not like we known it.

The anti-purse theft

Brought you by Calling All Dogs.


6:11 PM

Monday, March 08, 2004  

Idiot Savant 00002
Stock Picking without Luggage


Well, this was a fortunate week. CTCI and TFS are already up and away.

Three-Five Systems Inc TFS first caught my attention while browsing fundamentals listings and was amongst the first 20 selected stocks. Reading an article on Au Optronics AUO and Planar PLNR made TFS even more attractive. The flat screen market was taken off and somehow TFS stayed behind. If TFS would meet the price/book and price/sales of Planar and Au Optronics it might even double. But like we are not too greedy we're happy with a 15% gain. Furthermore if we don't leave something for the one that buys our picks he won't be able to buy from us the next time we're selling.

CT Communications Inc CTCI made it also based on near perfect fundamentals and had even a very nice ROE and dividend. This one was a sure pick and the very same week Forbes made it Bargain Of The Week. For once I agreed with a spotlighted pick, usually they're quite overpriced. Nevertheless I don't see this one double soon but a 25% target seemed reasonable. Therefore we're happy with a 10% gain.

It's always easy to give a nice motivation after something went well. I wanted to do this from time to time, stock by stock. But the market was faster then me. Back to the research to seek out those bargains that are out there.



Warning


  • Do not buy anything that you do not fully comprehend. Stocks for instance.

  • Do not buy anything without making your own investigation.

  • Do not buy anything if you can't explain your motivation, 'Market Feeling' is not a motivation.

  • Do not buy anything just because I or anybody else did.


1:08 PM

Sunday, March 07, 2004  

Quote of the week 00023

'Lovin' is good, when your dick is made of wood.'
Damien Rice

Nymphes are out there.

What can I say, he was enlighted during last weeks' closure in the AB.


12:30 PM

Friday, March 05, 2004  

Hey...What's that sound?! 00017
Listen to the web and catch them if you can.

Le Blur nouveau.

Blur's Good Song

Brought you by Shynola.


2:11 PM

Wednesday, March 03, 2004  

Do you remember? 00014

The Russian Court

A travelogue through Imperial Russia

Remembered by Alexander's Palace.


1:33 PM

The Archives.
The Archives.
 

 
Intro
 
Deli Blitz Archives.
 
I did that! Archives.
 
Idiot Savant Future Archives.
 
Portfolio
€ 12.500
Symbol
AMC
APAT
CTCI
FAVS
GFR
HOOK
ICCC
LSBC
NYFX
OCA
OCCF
TFS
Cash
Total:
Since
Friday Close
$ 17,60
SOLD
SOLD
SOLD
STOP
SOLD
$ 4,30
$ 1,10
STOP
$ 5,23
SOLD
SOLD
€ 6.225,96
€ 12.125,55
27/2/2004
€ Gain
+1.02%
+15,00%
+10,00%
+15,00%
-1,21%
+20,00%
-5,28%
-34,46%
-7,00%
-0,46%
+9,04%
+15,00%
-3,00%
Last Updated on 18/12/2004