20060303 Tom PM

SPX 1287.30 down 4.30. Lighter volume. Bullish.
INDU 11021.59 down down 3.92. Lighter volume. Bullish.
CCMP 2302.60 down 8.51. Higher high with higher volume. Short term can pull back. Longer term building cause to break highs.
Gold 566.80 down 1.20. Junior golds are running.

INTC 20.32 down .17 with volume. Closed higher than lower, is back inside trading range. Is testing low from September 2004. Needs time here.
CSCO 21.04 up .16. Not a short.
QQQQ 41.45 down .24. In consolidation. Today higher high with higher volume. Resistance is January 20 2006 down day. Can go .30 lower. Wants to go higher.
BKHM 8.46 up .97 with volume. Hit 8.75 intraday. Good chart, needs time to pull back and build cause.
GLW 26.64 up .38. Didn't hold high today. Finished ABC up. Will consolidate.
ALKS 25.74 down .14. Broke out February 27, 2006. Can pull back to 23 with lighter volume and be okay.
NOV 62.74 up .08. Can go down to 55.
FF 16.27 up .01. Not a long.
BAC Pays 4.4% dividend.
ECIL 9.07 down .07. Will pull back to 8.65.
VLO down .21. Got over yesterday's high and closed over it. Wants to go down to 53.50.

AAPL 67.72 down 1.89. Needs more volume to keep going down.
EXFO 7.38 up .75 with heavy volume. Going for 8.02. Has built a base since 2002. Action. Real resistance about 10. Caller was "dan from breckenridge".
CAU .91 up .06. Will soon break through trend line. Will test 1.05 then has resistance.
TAGS 1.32 up .12 with some volume. Has built a couple years of base. Wants to go to 1.40. Needs to test lower another time.
KBX 2.65 up .17 with volume. Going to 3.
SVM.TO 13.49 up 1.87 with heavy volume. Keep an eye on this.
SMH 37.94 down .56. In consolidation. Under 36.87 would signal a problem, and this should not happen. May sell off Monday, should be higher later in the week. Inside contains KLIC. Contains INTC which was weak. 10 stocks make up 80% of this.
KLIC 11.55 down .19.
INTC OK.
TXN Dynamite.
AMAT Close.
KLAC Really good.
AMD 39.51 down 1.82. Volume off the top. Not good.

EWJ 13.53 down .19. Mimics Nikkei. Will test lower about .40. Longer term likes the setup.
RBAK 21.75 up 1.20. Volume is lightening up. Finishing weekly ABC up. Sell near 24.
NVAX 5.40 up .02. Gap open at 5.12. Volume is drying up. Be very careful if long.
RIMM Settled patent dispute after market close.
MEDI 36.65 up .31. Not a great short. Volumes are not clear. Don't short this industry group.
DROOY Action. Going to 2.05.
ITRI 60.55 down .48. Time to close the long.
MBAY 1.48 up .37.

Ideas

DROOY 1.55 up .10. Buy soon looking for 2.02.
JDSU 3.49 up .32. Can retest 5.88 from January 2004.
BLS VZ. Telecoms that pay dividends. See price from 2000 and 2002.
TSM 9.95 down .10. 3% dividend. Getting close to a buy.
CIEN 4.64 up .29 with volume. Possible buy.

Ideas

DROOY 1.55 up .10. Buy soon looking for 2.02.
JDSU 3.49 up .32. Can retest 5.88 from January 2004.
BLS VZ. Telecoms that pay dividends. See price from 2000 and 2002.
TSM 9.95 down .10. 3% dividend. Getting close to a buy.
CIEN 4.64 up .29 with volume. Possible buy.

20060302 Tom PM

INDU 11025.51 down 28
SPX 1289.14 down 2.10.
CCMP 2311.11 down 3.53.
Markets running higher.
Gold 572.
Silver 10.17 new high from 1984.

NG 13.82 up 1.32. Took out swing point.

BGO 4.57 up .32. Took out high. Hold if long. Cause built since November 2003.
AEM 28.18 up 1.58.
GG Looks good.
KGC TRE Ready to go.
DROOY 1.55 up .10. Action. Took out swing. Going back to 2.02 then can go higher. Tom bought this morning.
TS 179.41 up 12.16. Steel producer. Hold the long until 190 then it will pull back.
MO 71.61 down .44. Not a long candidate.
SIL 24.27 up 2.26. Has done 100% move in two weeks. Get ready for it to pull back. Can pull back to 19.
ARTG 2.94 up .01. Consolidating.
AUY 9.12 up .12. Pushing highs with monster volume. If it breaks out can go to 14.
JDSU 3.49 up .32 with volume. Action.
BLS 31.88 up .09. 3% dividend. Telecoms want to take off. Weekly close over 32 and it is going to 40.
TSM 9.95 up .10. 3% dividend. Action.
USG 85.47 down 1.03. Hold a long. Looks good.
AUA.CN 1.80 down .17. Buy at 1.40.
NSTK 14.43 down 8.59. Blow out on the downside. Wait for bounce, under 14.43 with lighter volume, and then a sign of strength. There is support a little lower.

FWLT 47.34 up 1.04. Consolidation, can trade down to 42.
WBSN 62.07 down .59. Big consolidation.
GFI 21.57 down 1.63 with volume. A business partner selling shares. Try to buy at 19.50.
AAPL Not a short because market is going up.
AVNX 1.69 up .01. Today higher high then closed a penny under yesterday is a short term problem. Can come back to 1.42. Is going to pull back.
CNXT 3.17 down .11. February 07 2005 came down with volume to 2.61. This needs to be tested.
PETM 28.25 up 2.04. Making way back into gap from August 2005. Buy retracement then can go back to 36.
GOOG 376.45 up 11.65. Counter trend move up from big down day of February 28 2006. Eventually will get back to 300. Close over 397 and it can go to 440.
ALTI 3.67 up .18. Can test the high of 6.42. May pull back to 3.45.
CIEN 4.64 up .29 with volume. Action. Has base from June 2004. Going to 6.
XSNX 1.60 up .08. Looks good. Consolidation.
SPNC 11.43 down .08. Nice setup. Needs more volume and can test 13.38.
RGLD 31.42 up .70 with volume. Yesterday had volume coming down. Be careful if long.
CRDN 60.08 down 1.23. IBD 100 stock. February 08 2006 sell off with volume is a problem. Now pushing highs with volume. Wait for a better setup.

PayPal Stops Sales At Gold Info Site

The quick ramp-up of sales from jsmineset.com caused PayPal to stop processing their transactions. The site has been too successful selling their CDs!


Wednesday, March 01, 2006, 2:17:00 AM EST

Online CD Sales

We are still waiting for PayPal to approve the reactivation of our online payment feature for Jim Sinclair’s Gold Compendium. These folks (PayPal - an E-Bay subsidiary) redefine "arbitrary" in terms of their dealings with common folk like us.

In any event, we are all caught up with our advanced mail orders (which were payable by check) and are working on mailing out the online orders we received before PayPal concluded that our sales volume made us suspect.

We haven't given up with online sales yet and invite suggestions from readers who have had success dealing with this internet behemoth which is becoming a fossil before its time.

David Duval

Managing Editor

Ideas

Stock markets were down, gold was up.

AVNX 1.42 up .09 on double average daily volume. Closed above high from December 27, 2005. This is strong is going up.
BEAS Relative strength.
ESLR Relative strength.
TRAD Relative strength.

ROS Sold off after big up day yesterday. Volume heavy.

20060227 Tom PM

SPX Short term problem.
INDU Wants to go back 80 points.
Nasdaq Broke up through down channel line.
Silver is strong. Has different chart than gold.

NEM 54.78 down 3.32 after numbers. It had come down with volume then back up with lighter volume. This was not quality volume going up.
DNA 86.09 up 1.14. Broke through down channel. Running in to resistance. Needs time to build cause.
PAYX 39.71 up 2.03. Came up to the down day December 22 2005, this is resistance. Buy pull back to 38.5.
EMC 14.18 up .25. Volume is coming in to take out 14.65 from 2003.
NOK 18.79 up .08. 2.4% dividend. Looks good.
NAT 31 down .47. 24% dividend. Had volume off the top in March 2005. This stock is setting up to go to 14.
REGN 17.50 up 1.50. Broke out. 800K shares tomorrow and it will go to 20.43. Put in sell before it gets there, as it will pull back.
RGLD 32.13 down 1.77. Wants to go lower.
OVTI 25.93 up .53. Some day can come down to 22.49.
AMZN 38.01 down .34. Hasnt shown sign of strength since gap down in February 2006. So this is not a long. Should test bottoms at 37.30. If you are long, put stop at 37.20 because after that it can go to 32.79.

AGT .59 up .09. Miner. Finishing ABC, has 7 more cents in it.
AAPL 70.99 up .47. Volume is picking up on the way down. Wants to go to 59 then 51 longer term.
CAKE 36.25 up .16. Consolidation. Can buy in low 30s.
VZ 34.06 up .25. Nice long term hold and buy at 33.60.
GROW 14.60 down .78. Coming back to around 12. Price is coming down with lighter volume, this is a bull market for commodities.
SMDI 8.25 up 1.40. Pushing highs without volume. Eventually wants to go to 10. Buy retracement to breakout at 7.27.