Posts by: Shah Gilani

Email – #50
**Labor of Love
Dear Reader,
Wouldn’t it be nice if all our labors were as productive as our portfolio looks?
No, I’m not counting our chickens before they are hatched, but we are prudently positioned and appropriately balanced, which should continue to yield us gains.
On August 25, 2009 we added Electro Optical Sciences (MELA) to [...]

Email – #49
**A MARVELous Gain
Dear Reader,
This morning Marvel Entertainment (NYSE: MVL) hit our stop loss price of $48. The stock had zoomed up 26% yesterday on news that Disney agreed to Buy Marvel for $4 Billion.
For those of you who got in, congratulations are in order. We’re booking a $16.25 per share gain or 51.2% [...]

Email – #48
And indeed it was…
Dear Reader,
I titled my May 15, 2009 letter to you “MARVELous opportunity.” And, indeed it was. We bought Marvel Entertainment (MVL) that day for $31.75.
In case you didn’t catch the early breaking news this morning, here it is directly from the Wall Street Journal’s newswire alert service:
News Alert
from The Wall [...]

Email – #47
** Food vs. Fashion
Dear Reader,
What we look for at The Trigger Event Strategist are standout events that, by themselves, or better yet, in conjunction with a host of other confirming events and statistics, point us to an opportunity that either makes perfect sense or makes the hairs on our arms stand up.
Sometimes the Triggers make [...]

Email – #46

**Swimming with sharks
Dear Reader,
The saying goes, “If you want to learn to swim you’ve got to get into the water.” We’ve been in the water and swimming along very nicely. We’re up 88% on our Saks Inc. (SKS) position, 65% on our Schlumberger Ltd. (SLB) position, and 38% on our Market Vectors [...]

Email – #45

**Patience Pays…
Dear Reader,
Patience pays off when the markets are at a crossroads, as they were just over a week ago. On August 7th I recommended Inovio Biomedical Corporation (INO) and said we’d be watching for the rally to prove itself. If it did I said that we were going to be picking [...]

Email – #44

**Targeted Delivery
Dear Reader,
The saying goes, “Don’t look a gift horse in the mouth.” So we won’t. We’re going to ride this rally like a gift that that keeps on giving. If our horse gets tired and there’s no new pony to switch off to, we’ll have our stops in place and walk [...]

Email – #43

**The Art of Technology

Dear Reader,
These certainly are unusual times. If you’re wondering how the markets are able to propel themselves higher in the face of: rising unemployment, horrible earnings (sure, they are better than analysts’ beaten-down estimates, but in absolute dollar terms, they’re awful), massive and record after [...]

Email – #42

**Right Place Right Time
Dear Reader,
We bought Medarex (MEDX) on April 23, 2009 based on Trigger Events that signaled the company as a compelling buy. We were rewarded yesterday when another of our Trigger Event holdings (itself a candidate for takeover) Bristol Myers Squib Co. (BMY) stepped up and decided to takeover MEDX [...]

Email – #41
** CIT Group…not dead yet
Dear Reader,
If you placed your wager alongside me that CIT Group (NYSE: CIT) and all its ailing borrowers would not be abandoned by our government, you are as dismayed as I am, no doubt.
But, while the company was deemed not-too-big-to-be-allowed-to-fail (as I said would be the case), it [...]