Monday, September 10, 2012

KSW to be acquired

Looks as if I am not the only one to see a lot of value in KSW. The company is being acquired for $5 a share, about a 25% premium. I think this price is a steal. Kudos to the acquiring firm and thank you KSW for all the profitable trades over the years!

Thursday, September 6, 2012

A strong Market breeds strong stocks

Some hot stocks today, up on high relative volume:

RFIL SNFCA BDSI APP STL POPE CRWS KSW PEBK BTC PAR CBM REED BSRR CFNL
Click here for these stocks at finviz.com

One will note CRWS BDSI APP KSW have all gotten some mention here in the past few weeks. So far all my highlighted stocks on this blog have done real well. Today I have bought some KSW at $4 and look to accumulate some more. I had a bid in on CRWS for a while at $6 but pulled it and put a bid in on KSW instead. I still hold OFI and CLBH.

The general market as measured by the S&P 500 is in a giant base with handle, with the breakout starting this week and confirmed if we close above 1420 today on the S&P 500. Here is a link to how I would view the breakout.
http://stockcharts.com/h-sc/ui?s=$SPX&p=D&yr=0&mn=9&dy=0&id=p96456529413

A very important factor from my perspective to confirm a possible longer term bull or good rally is the strength of small cap stocks versus large cap stocks. I measure this using the ratio of the Russell 2000 to the S&P 500 as charted here
http://stockcharts.com/h-sc/ui?s=$RUT:$SPX&p=D&yr=0&mn=9&dy=0&id=p38619738156
As you can see the Russell 2000 has been outperforming the S&P 500 since the beginning of August. This is great news as investors are becoming more speculative and this is also great news for us small cap investors. We will start to see many many breakouts and many big moves in the coming weeks. Unless, of course, there is some really bad news in the works.

Speaking of news, the unemployment news out this week has been great. This could fuel a rally in and of itself.

Happy investing all.

Wednesday, September 5, 2012

KSW high volume

For the second day in a row KSW has high relative volume as it attempts a breakout. I highlighted the excellent fundamentals of the company on August 29th. This company should be near the top of any small cap investor's list.