DO NOT SHORT !

Here is the revised list (949 and counting), of IFIs (Identified Financial Institutions), based on the SEC revisions of 09/23/08:

AAME
AANB
AB
ABBC
ABCB
ABCW
ABK
ABNJ
ABVA
ACAS
ACBA
ACE
ACFC
ACGL
ADS
ADVNA
ADVNB
AEG
AEL
AET
AF
AFFM
AFG
AFL
AFSI
AGII
AGM
AGMA
AGO
AGP
AGX
AHD
AHL
AIB
AIG
AINV
AIZ
ALD
ALL
ALLB
ALNC
AMB
AMCP
AMFI
AMG
AMIC
AMNB
AMP
AMPH
AMRB
AMSF
AMTD
ANAT
ANCX
ANNB
AOC
APAB
ARCC
AROW
ASBC
ASBI
ASFI
ASFN
ASRV
ATBC
ATLO
ATLS
ATN
AUBN
AWBC
AWH
AXA
AXG
AXP
AXS
AZ
BAC
BANF
BANR
BARI
BAYN
BBD
BBNK
BBT
BBV
BBX
BCA
BCAR
BCBP
BCH
BCP
BCS
BCSB
BDGE
BEN
BERK
BFBC
BFED
BFF
BFIN
BFNB
BFR
BFSB
BGCP
BHB
BHBC
BHLB
BK
BKBK
BKCC
BKJ
BKMU
BKOR
BKSC
BKUNA
BLK
BLX
BMA
BMO
BMRC
BMTC
BNCL
BNCN
BNS
BNV
BOCH
BOFI
BOFL
BOH
BOKF
BOMK
BOVA
BPFH
BPOP
BPSG
BRKA
BRKB
BRKL
BSRR
BTC
BTFG
BUSE
BWINA
BWINB
BX
BXS
BXXX
BYFC
C
CAC
CACB
CADE
CAFI
CAPB
CAPE
CART
CARV
CASB
CASH
CATY
CB
CBAN
CBBO
CBC
CBIN
CBKN
CBNJ
CBNK
CBON
CBSH
CBU
CCBD
CCBG
CCBP
CCFH
CCNE
CCOW
CEBK
CFBK
CFFC
CFFI
CFFN
CFNB
CFNL
CFR
CHC
CHCO
CHEV
CHFC
CI
CIA
CIB
CINF
CISG
CIT
CITZ
CIZN
CJBK
CLBH
CLFC
CLMS
CM
CMA
CME
CMFB
CMGI
CMSB
CNA
CNAF
CNB
CNBC
CNBKA
CNC
CNLA
CNO
CNS
COBH
COBK
COBZ
COF
COLB
COOP
CORS
COWN
CPBC
CPBK
CPF
CPHL
CRBC
CRFN
CRMH
CRRB
CRVL
CS
CSBC
CSBK
CSE
CSFL
CSHB
CSNT
CSWC
CT
CTBC
CTBI
CTBK
CTZN
CVBF
CVBK
CVCY
CVH
CVLL
CVLY
CVS
CWBC
CWBS
CWLZ
CYN
CZFC
CZNC
CZWI
DB
DCAP
DCOM
DEAR
DFG
DFR
DFS
DGICA
DGICB
DHIL
DLLR
DNBK
DR
DRL
DSL
DUF
EBSB
EBTC
EBTX
ECBE
EFSC
EGBN
EHTH
EIG
EIHI
EII
EMCI
EMITF
ENH
EPHC
ERIE
ESBF
ESBK
ESGR
ESRX
ESSA
ETFC
EUBK
EV
EVBN
EVBS
EVR
EWBC
F
FABK
FAC
FAF
FBC
FBCM
FBIZ
FBMI
FBMS
FBNC
FBP
FBR
FBSI
FBSS
FBTC
FBTX
FCAL
FCAP
FCBC
FCCO
FCCY
FCF
FCFL
FCLF
FCNCA
FCSX
FCVA
FCZA
FDEF
FDT
FED
FFBC
FFBH
FFCH
FFCO
FFDF
FFFD
FFG
FFH
FFHS
FFIC
FFIN
FFKT
FFKY
FFNM
FFNW
FFSX
FHN
FIFG
FIG
FII
FISI
FITB
FKFS
FLIC
FMAR
FMBI
FMD
FMER
FMFC
FMR
FNB
FNBN
FNF
FNFG
FNLC
FNM
FNSC
FPBI
FPBN
FPFC
FPIC
FPTB
FRBK
FRE
FRGB
FRME
FSBI
FSBK
FSGI
FSNM
FSR
FSTF
FTBK
FULT
FUNC
FUR
FVE
FWV
FXCB
GABC
GAN
GBCI
GBH
GBL
GBNK
GBTS
GCA
GCBC
GE
GFED
GFG
GFIG
GFLB
GGAL
GGP
GHL
GIW
GLBZ
GLG
GM
GNW
GOV
GRAN
GRNB
GROW
GS
GSBC
GSLA
GTS
HABC
HAFC
HALL
HARL
HAXS
HBAN
HBC
HBHC
HBNC
HBNK
HBOS
HCBK
HCC
HCII
HDB
HEOP
HFBC
HFFC
HFWA
HGIC
HIFS
HIG
HMN
HMNF
HMPR
HNBC
HNT
HOMB
HOME
HRZB
HTGC
HS
HTBK
HTH
HTLF
HUM
HWBK
HWFG
IAAC
IBCA
IBCP
IBKC
IBKR
IBN
IBNK
IBOC
ICE
ICH
IDC
IFC
IFSB
IHC
IMP
INCB
INDB
INDM
ING
IPCC
IPCR
IRE
ISBC
ITC
ITG
ITIC
ITU
IVZ
IX
JAXB
JEF
JFBC
JFBI
JLI
JNS
JPM
JRJC
JXSB
KB
KBW
KCAP
KCLI
KENT
KEY
KFED
KFFB
KFS
KRG
KRNY
L
LAB
LABC
LARK
LAZ
LBAI
LBBB
LBCP
LEGC
LEH
LFC
LION
LKFN
LM
LNBB
LNC
LNCB
LPHI
LPSB
LSBI
LSBK
LSBX
LTS
LUK
LYG
MAIN
MASB
MBFI
MBHI
MBI
MBR
MBRG
MBTF
MBVA
MBVT
MBWM
MCBC
MCBF
MCBI
MCGC
MCO
MCY
MER
MERR
MET
MF
MFC
MFG
MFLR
MFNC
MFSF
MGYR
MHLD
MHP
MI
MIG
MIGP
MKL
MKTX
MLVF
MNRK
MOFG
MOH
MORN
MPB
MRH
MROE
MS
MSBF
MSFG
MSL
MTB
MTG
MTU
MVC
MXGL
NAHC
NAL
NARA
NASB
NATL
NAVG
NBBC
NBG
NBN
NBTB
NBTF
NCBC
NCC
NDAQ
NEBS
NECB
NEWS
NEWT
NFBK
NFP
NFS
NFSB
NHTB
NICK
NITE
NKSH
NLY
NMR
NMX
NNI
NOVB
NPBC
NRF
NRIM
NSEC
NSFC
NSH
NSUR
NTQ
NTRS
NVSL
NWFL
NWLIA
NWSB
NXTY
NYB
NYFX
NYM
NYX
OB
OCFC
OCN
OFG
OKSB
OLBK
OLCB
ONB
ONFC
OPHC
OPOF
OPY
ORH
ORI
ORIT
OSBC
OSBK
OSHC
OVBC
OXPS
OZM
OZRK
PABK
PACW
PBCI
PBCT
PBHC
PBIB
PBIP
PBKS
PBNY
PCAP
PCBC
PCBI
PCBK
PCBS
PEBK
PEBO
PFBC
PFBI
PFBX
PFED
PFG
PFS
PGC
PGR
PHLY
PICO
PJC
PKBK
PL
PLBC
PLCC
PLD
PLFE
PMACA
PMBC
PMI
PNBC
PNBK
PNC
PNFP
PNSN
PNX
PPBI
PRA
PRE
PRK
PROS
PROV
PRS
PRSP
PRU
PRWT
PSBC
PSBH
PSEC
PTA
PTP
PUK
PULB
PVFC
PVSA
PVTB
PWOD
PZN
QCRH
QNTA
RAMR
RAS
RBCAA
RBNF
RBPAA
RBS
RCBK
RCKB
RDN
RE
REXI
RF
RGA
RGA A
RIVR
RJF
RKH
RLI
RNR
RNST
RODM
ROMA
ROME
RPFG
RVSB
RWT
RY
SAF
SAFT
SAL
SAMB
SAN
SASR
SAVB
SBBX
SBCF
SBIB
SBKC
SBNY
SBP
SBSI
SCA
SCB
SCBT
SCHW
SCMF
SEAB
SEIC
SF
SFG
SFNC
SFST
SGB
SHBI
SHG
SIEB
SIFI
SIGI
SIVB
SLF
SLG
SLM
SMBC
SMCG
SMHG
SMMF
SMTB
SNBC
SNFCA
SNV
SOCB
SOMH
SONA
SOV
SRCE
SSBI
SSBX
SSE
SSFN
STBA
STBC
STBK
STC
STD
STEL
STFC
STI
STL
STSA
STT
STU
SUAI
SUBK
SUFB
SUPR
SUR
SUSQ
SVBI
SWIM
SWS
SYBT
TAMB
TAQ
TAXI
TAYC
TBBK
TBHS
TCB
TCBI
TCBK
TCHC
TD
TDBK
TFIN
TFSL
TGIC
THFF
THG
THRD
TIBB
TIL
TMCV
TMK
TMP
TNCC
TOFC
TONE
TOWN
TRAD
TRH
TRMK
TROW
TRST
TRUE
TRV
TSBK
TSFG
TSH
TWGP
TWPG
UAM
UB
UBB
UBCP
UBFO
UBNK
UBOH
UBS
UBSH
UBSI
UCBA
UCBH
UCBI
UCFC
UDR
UFCS
UHAL
UMBF
UMPQ
UNAM
UNB
UNH
UNIB
UNM
UNTY
USB
USBI
UTR
UVE
UVSP
UWBK
VALU
VBFC
VCBI
VIST
VLY
VNBC
VPFG
VR
VSBN
VYFC
WABC
WAIN
WAL
WASH
WAUW
WAYN
WB
WBCO
WBK
WBNK
WBS
WCBO
WCG
WDR
WF
WFBC
WFC
WFD
WFSL
WGNB
WHG
WHI
WIBC
WL
WLP
WM
WPL
WRB
WSB
WSBC
WSBF
WSC
WSFG
WSFS
WSH
WTBA
WTFC
WTM
WTNY
WVFC
XL
Y
YAVY
ZION
ZNT

Banks are for Asshats

[Pictured: Doug Kass says buy bank stocks, as he gets ready to jump into a pool of sharks at his home in Florida.]

Out to Lunch Indefinitely

Hanging out at www.ibankcoin.com

Today's Sector Buys

Todays sector buys:

Energy:

Stone Energy (SGY)….$65.85

Fording Canadian Coal(FDG)….$62.88

Industrials:

Genco Shipping(GNK)…$70.16 (short term trade)

Materials:

Gerdau S.A.(GGB)….$38.19


Disclaimer: This information is for educational purposes only. The stocks listed in this post are those purchased by the author and are not necessarily appropriate for all investors. This information should not be construed as a recommendation to buy stocks, as it is not sufficient enough to be used as the primary basis of investment decisions. Please consult your personal investment advisor.

Focus on Stocks

Update on current Focus stock portfolios. My Focus Portfolios consist of ten stocks that are for aggressive to very aggressive investors. These stocks require a cast iron stomach, as the volatility is high. However, the rewards can be commensurate.

On 04/14/08, I bought:

Agrium [[AGU]] @ $74.95
Apache [[APA]] @ $133.70
Cleveland Cliff [[CLF]] @ $146.59
Companhia Siderurgecia [[SID]] @ $39.88
Devon Energy [[DVN]] @ $111.69
FMC Technologies [[FTI]]@ $63.39
Murphy Oil [[MUR]] @ $89.25
Lindsay Mfg [[LNN]] @ $108.76
Mosaic [[MOS]] @ $123.08
Permian Basin Royalty [[PBT]] @ $25.22
From the names you see, this is a concentrated portfolio of stocks.


Yesterday, 04/21/08, I bought seven stocks:

Apache [[APA]] @ $141.71 (adding to position)
China Mobile [[CHL]] @ $85.16
CONSOL Energy [[CNX]] @ $88.13
Flour Corp [[FLR]] @ $160.60
Mechel Open [[MTL]] @ $155.54
Monsanto [[MON]] @ $128.52
Rio Tinto [[RTP]] @ $497.28
These stocks were selected from different sectors and industries to achieve more diversificaton.

Disclaimer: This information is for educational purposes only. The stocks listed in this post are those purchased by the author and are not necessarily approppriate for all investors. This information should not be construed as a recommendation to buy stocks, as it is not sufficient enough to be used as the primary basis of investment decisions. Please consult your personal investment advisor.

Pull The Damn Trigger

I've been having fun picking targets out. It's almost getting ridiculous. Lots of stocks starting to give me buy signals. This market is about to bust loose and shoot some bears in the balls.

Here's what I've been buying for short term trades:

[[APA]]...still a buy under 142.

[[CLF]] ...it still looks good to buy up to 152.

[[SID]]...buy it up to 44.

[[FTI]].. bought around 66. Buy up to 69.

[[MUR]]..looking real good. Bought under 90. Good still up to 93.

[[MDR]] looks interesting here under 60. I may pull the trigger on that one tomorrow.

[[GHM]] is another candidate. It closed at 52. A breakout to 54 would propel it up to over 60 in no time.

There are many more: [[DVN]] closed at 116.63; [[MOS]] at 136.82 still looks good; [[OXY]] at 83.19 is going higher; if you don't mind paying $500 a share, look at [[RTP]]; [[TNH]] @143.45; [[ATW]] under 109, etc., etc., etc... See? It's starting to get ridiculous.

So many stocks begging to be bought, and not enough money to fill the orders.....

Bullish Ideas

For those of you in the Bullish minority, here are some trading ideas for the near term:

GILD closed at 52.00 yesterday.




Big base breakout. Looking at a target range of 69-70 on a market rally.

—————————————————————————

BNI closed at 95.54 yesterday.



Bullish price objective is 117. Very nice looking chart.

—————————————————————————

CHRW closed yesterday 59.74.



Look at the demand that comes in at 52-53 levels. Huge base breakout from there. The PnF horizontal count puts this stock at a $94 price objective on a longer term rally.

—————————————————————————

and finally….the egregiously irrational MTH, which closed at 21.84 yesterday.



Target: $35. Look at the bottoming pattern. George Costanza, do the exact opposite of what your common sense would tell you.

Disclaimer: Trading stocks involves risk. You could, and should lose money (just to keep yourself humble).