Stock Pick

NCMI fast growth plus dividend .

To expect the cinema advertising to be second fastest growth sector in media (second only to the Internet). National CineMedia should be a big beneficiary of traditional media’s woes but has compelling video delivery capabilities, wide national reach, ability to reach hard-to-get demographics, also. NCMI is a growth stock with a dividend. The initial yield will be 2%, but strong growth and a rising payout could push it to 4%-plus by 2009. Target 31. Sentiment: Buy

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On everyone’s mind

about this latest market shock.

Just how bad is the falloff in the subprime lending market?
Will conditions in the subprime mortgage market hurt national
economic output?
In recent years, home equity spending has been a major strength of the economy.

Are subprime defaults expected to change this?
Which areas of the economy could be hurt by the reduction in home
equity money?
Will this surge in subprime defaults have repercussions in any
particular region of the country?

How bad is going to be?

*

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Invitation

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High Yield Stocks

picks:

FRO 20.6%

Founded in 1985, Frontline Ltd is a Bermuda-based shipping company that owns and operates Very Large Crude Carriers (VLCC) and Suezmax tankers. In 2001, the shares were listed on the NYSE. FRO is engaged primarily in the transportation of crude oil products, and, in addition, raw materials such as coal and iron ore.

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AHM 16.5%

American Home Mortgage is a real estate investment trust engaged in the investment and origination of residential mortgages in the U.S. AHM's main revenue source has been the origination and resale of securitized loans (79% of net revenue in 2006), primarily residential mortgages. The majority of the remainder of AHM's revenue (16%) is derived from net interest income from investments in high credit quality mortgage-backed securities and mortgage loans.

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CSE 9.6%

CapitalSource is a specialized commercial finance company offering senior secured cash flow, senior secured asset-based, first mortgage, and mezzanine loans to small and mid-sized borrowers through three focused lending groups: Healthcare and Specialty Finance, Structured Finance, and Corporate Finance.

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see more about quality fund

Quality Stocks In

Since Inception 121.50%Alpha 7.11% Beta 0.95

Top Ten SID USNA CEDC LOGI NXY XTO INT SPAR IMO MCO

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Energy sector

Crude oil futures slipped to a sevenweek closing low, as U.S. refinery maintenance and unplanned outages cut short-term demand and led to forecasts of increased inventories.
The front-month April contract, in its last day of trading, finished $2.97 a barrel lower than the May contract, which analysts said indicated demand for crude is low now.

see performance of my energy fund

Japanese Candlestick

screened today:

CCU Harami Bearish
EMMS Harami Cross Bearish
MAGS Meeting Lines Bullish
RIG Long Legged Doji Bearish
SYNM Stick Sandwich Bullish



It helps in making decision to buy or sell stock.
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Marketocracy Media Highlights

Two weeks after

a 3.5% one-day drop in the S&P 500, the market suffered another 2% decline, triggered by a Mortgage Bankers Association (MBA) report of an increase in subprime and prime delinquencies. All 10 sectors in the S&P 500 took a hit on March 13, with the S&P 500 financials sector down themost on the day (-3%). All that is not likely over? From a technical perspective, Mark Arbeter, S&P’s chief technical strategist believes the S&P 500 financials index has broken down on an intermediate term basis on very heavy volume, and appears headed for a test of long-term support just 1% below current prices. Near-term investor sentiment in this sector has been hurt by concerns in the subprime mortgage market. Opportunities are seen in higher-quality banks.
WB BAC C See also previous posts in Financials.
Look over the shoulder of the best investors in the world as they discuss the topics :
forums

The Wall Street Journal was founded in 1889

Consumer Discretionary vs S&P

This fund has experienced every troubled waters imaginable since inception:Nov 06, 2000, including 9/11 before and after and now stands with return of 57.70%. Make your conclusion here. Subprime woe, uncertainity again once the dust settles, inflation worries,name it. What a deal, in the middle of the 13th century Venetian bankers began to trade in government securities. They had the same worries too. Is it going to be business as usual? Will the next six years S&P graph show same mediocre performance? The most probably yes.

Learn your way and take care about your investments.

consumer discretionary fund

"A great leader never sets himself above his followers except in carrying responsibilites."-Jules Ormont

Gurus Buy Banks, Prep For Inflation

Top stock pickers at Marketocracy.com were net buyers last week, picking up beaten stocks in the wake of the market shakeout two weeks ago. But overall they didn’t change their main investing themes of energy, materials and financial services. The three sectors continue to make up half of their combined portfolio.

Guru Buys

Corus Bankshares CORS

Bank of America BAC

Alpharma ALO

Newmont Mining NEM

Myriad Genetics MYGN

Guru Sells

Market Vectors Gold Miners ETF GDX

Globalsantafe GSF

Biogen BIIB

Senior Housing Properties SNH

XTO Energy XTO

more about Guru Buys And Sells

click here

Trades

During last hours selloff bought XLF WB ADVNB in my financials sector.

Buy XLF SPDR Financials

Order to buy XLF before market open, adding to already top holding #7, due to recent money inflows in this ETF.

financials

Opinion

SPLS (office supply retailer) After strong January-quarter earnings and a recent sell-off inthe shares SPLS seems attractive. quote

NCTY( online game company) recentlydropped along with other Chinese shares. I find it appealing. quote

ALXN- FDA approval inearly March for the biotech’s Soliris, a potential treatment for arare blood disorder. I believe that Alexion will dominate this market. quote

The thought I want to leave with you is this familiar axiom:"If you think you can, you can. If you think you can't, you are right.

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As my financials sector portfolio got pummeled,need fresh capital .
All Trades at market open:
Sell all shares of AMIC SSS CBL

trades...

sell -half position in World Acceptance Corporation (WRLD)despite recent upgrade, seems overvalued. Candkestick pattern, Downside Gap Three Methods Bearish

buy -Bank of America Corp. (BAC); added, now top holding #10, 2.76% -financials sector

Dual Buffett Strategy...Amateur Guru

Christopher Rees
read more

stock picks health sector...

The healthcare arena is made up of companies that provide biotechnological and pharmaceutical products and medical devices, AMED LH MDF NHWK operate in healthcare facilities. I believe are a good buy opportunities.

Sector health fund

Since Inception 114.42%

Opportunities...

The 3.46% drop in the S&P 500 on February 27 was not recordsetting, but certainly eye-catching, In fact, it was only No. 31 on the one-day “hit” parade since 1950.The first trading day’s decline after 9/11. Of course, the mother of all single-session slumps occurred on Black Monday, October 19, 1987.
In my opinion opportunities are likely to emerge once the dust settles!

Trades...

this week:

RE quote chart forum postings added in financials fund
Looking to buy:
BJS quote chart forum postings

Weely quote:
If a man's actions are not guided bythoughtful conclusions, then they are guided byinconsiderate impulse, unbalanced appetite,caprice or the circumstances of the moment.
John Dewey

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Warren Buffett Letter to Shareholders

between...

Buffett seeks a 'New Buffett' In annual report released Thursday, the world's greatest investor says he's looking for an understudy - job-hoppers and money-grubbers need not apply.

Picking the right person to hire on the investment side will not be easy, Buffett says. "We need someone genetically programmed," he specifies, "to avoid serious risks, including those never before encountered." Other talents he will be looking for, he says, are "independent thinking, emotional stability, and a keen understanding of both human and institutional behavior."

Thanks for lessons Warren !
The Essays of Warren Buffett : Lessons for Corporate America

keyword: Warren Buffett

Market Watch by Ken Kam, Marketocracy...

Don't panic!
The headlines: "Stocks plummet 3.5% on ... blah, blah, blah which was the largest single day drop since blah, blah, blah." Fear is not a bad thing. Overblown fears can drive prices down, creating terrific buying opportunities.
Click here to see the article.