Nice collection of links

Selected links from an old Forbes magazine.

Ivolatility - volatility measures and comparisons
CEOExpress - list of news sources
BioSpace - biotech news
About.com Biotech - biotech info
FairMark - tax guide for investors
Bussiness.gov - small business development
CANSLIM - CANSLIM discussion group
Value Investors Club - selected club of value investing (2-mo old for guests)
ERaider - quality investing forum

Bill Gross makes 2 recommendations:

1) Invest in reflatables.
2) Invest in securities that borrow at 1% instead of lending at 1%.

That means:

1) Commodities and tangible assets
2) Foreign currencies
3) Real estate
4) TIPS
5) Global bonds and equities denominated in non-dollar currencies

Click here to see a further explanation.

Bearish guru recommends gold laggards

I heard through the grave pine that Mr. Martin Weiss would be recommending Goldcorp Inc (GG, $13.62 on 1/25/2004) below $13.55 and Cambior Inc (CBJ, $2.79 on 1/25/2004) below $2.61. Since I am not a Safe Money subscriber, I cannot confirm these allegations though.

I would also take a look at Metallica Resources Inc (MRB, $1.60 on 1/25/2004) and Gold Fields Limited (GFI, $13.45 on 1/25/2004).

GG $13.62 on 1/25/2004	CBJ $2.79 on 1/25/2004
MRB $1.60 on 1/25/2004	GFI $13.45 on 1/25/2004

Mega list of silver stocks:

Yahoo list of silver stocks

Pill promises to reduce artery swelling

AtheroGenics Inc (AGIX, $20.60 on 1/25/2004) - Atherogenics has just initiated the Phase III of FDA trials for its pill that treats swelling resulting from inflamation of arteries. That is a problem that Pfizer's Lipitor and Merck's Zocor cannot prevent.

Atherogenics began a 4 thousand patient trial of its AGI-1067 that will cost $40 million and as featured in Forbes' "Cardiovascular Drugs To Watch", it is the the first pill aimed at reducing cardiac inflammation.

Two years from now this could be a blockbuster drug. Morgan Stanley biotech analyst Steve Harr guesses that sales could readily surpass $1 billion.

The stock is 185% up from a year ago and could still become an acquisition target at a healthy premium. Big pharma is falling behind and they need new drug discoveries (a lot of their patents are expiring in 2008).

AGIX $20.60 on 1/25/2004

Asia's Leading Companies

The REVIEW 200 is an annual readership survey of the Far Eastern Economic Review magazine that ranks which companies in Asia best exemplify selected qualities of corporate leadership.

Free wireless-capable Palm Pilot i705 PDA when opening an account with Ameritrade

Minimum balance $5,000. Offer ends February 29, 2004.

Ranking of Nanotech stocks:
Percentage of increase since 24-November/3-December prices.

Symbol	Perfor mance		Theme
BIPH.OB	253%		nanomagnetic MRI shielding
PFCE.OB	145%		fuel cell carbo nanotubes
TINY	150%		Cap invest in nanotech
USGA.OB	117%		nanotech armor plate
NGEN	113%		key patent nano
CTT	87%		Hi risk -nanoparticle bone biomaterial
JMAR	107%		laser nano chipmaking spintronics
NANX	88%		nanocrystals nanomaterials
MFIC.OB	96%		nanoparticles microfluidizer equip
OBDCF.PK	63%		spintronics
ACO	60%		owns Nanocor plastic clay composite
NNOS.OB	47%		Nanosignal ATF
PCOP	45%		research
TGAL	51%		possible nano-etching technology
ELN	47%		hi risk
WEDX	38%		owns Nucryst - nanocrystaline metals
ROBE.OB	38%		particle nanocluster mfg process
ALTI	43%		-
SMMX	33%		research
NANO	31%		not nano microscale mfg losing
SPHRF.PK	31%		drug delivery
NPCT.OB	9%		electronics connection system Nanopierce
NVEC	19%		MRAM Josh Wolfe
AGNT	10%		nano purification & bioanalytical analy
FEIC	15%		Supplies advanced microscopy tools
NVMI	13%		possible nano-etch
HDWR	12%		hydrogen peroxide using nanocatalyst
HPQ	15%		molecular transistors & switches
GE	9%		Fort500 player nanoaluminum
NNPP.OB	3%		carbon nanotube nanoflat tv June04
VECO	8%		Supplies advanced microscopy tools
UTEK	5%		nanolithography
MDT	6%		Med equip maker may benefit
CBT	5%		Bought Superior MicroPowder
FLML	3%		French pharma nice pipln nanodrug delivr
DD	4%		Fort500 player
INTC	-1%		Fort500 player
IBM	5%		nano storage & nanotube transistors
SKYE	-6%		-

An interesting TASR report:

From the Rubin Investment Group.

One way bet: gold, up.

That is what says Dr. Steve Sjuggerud:

"Fortunately, the Fed is not hiking rates, and with the recent (reported) inflation numbers at 40-year lows, it doesn't appear that Greenspan will raise rates for a while.

Mainstream investors still aren't (though perhaps not for much longer): gold.

With interest rates close to zero, gold actually poses competition to paper money...

When given a choice between government-printed paper money paying 5% interest, and gold paying no interest, most folks take the paper money - they figure it's a risk worth taking.

But when the government-printed paper money pays no interest, and the government behind the money is in debt somewhere between $80,000 and $400,000 per household in America, then gold looks more attractive.

Right now, the government does not look likely to raise interest rates in the near term. And based on that, gold will continue to be a one-way bet - up!

The "one-way bet" is a simple idea... if inflation is dead, the government will print money to create inflation (really to prevent deflation), causing the price of gold to rise. And if inflation appears, gold will rise even more, as the dollar continues to fall, until the Fed seriously starts hiking interest rates multiple times.

There is plenty of room for gold to move higher, even though it has already moved significantly. Triple-digit gains are still possible."

Dr Marc Faber provides his outlook for 2004

Economist Marc Faber is author of "Tomorrow's Gold".

Click here for the article.

Some short squeeze candidates that showed up on my screen

Valence Technology Inc (VLNC, $4.21 on 1/7/2004) - Research Services. Short interest 28 days to cover.

Telesp Celular Participacoes SA (TCP, $7.38 on 1/7/2004) - Brazilian Telecom Services. Short interest 24.

Identix Inc (IDNX, $5.3288 on 1/7/2004) - Software. Short interest 18.

Pegasus Communications Corp (PGTV, $30.62 on 1/7/2004) - CATV Systems. Short interest 16.

Advent Software Inc (ADVS, $21.29 on 1/7/2004) - Software. Short interest 13 days.

OSI Systems, Inc (OSIS, $21.12 on 1/7/2004) - Semiconductor. 12 days.

TradeStation Group Inc (TRAD, $10.04 on 1/7/2004) - National brokerage. 12 days to cover.

Knight Trading Group Inc (NITE, $15.64 on 1/7/2004) - Regional brokerage. 11 days.

99 Cents Only Stores (NDN, $29.65 on 1/7/2004) - Discount stores. 11 days to cover.

Collins and Aikman Corp (CKC, $6.44 on 1/7/2004) - Auto parts. 10 days to cover.

SAFLINK Corp (SFLK, $3.10 on 1/7/2004) - Internet Software. Shorts have 10 days to cover.

VLNC $4.21 on 1/7/2004	TCP $7.38 on 1/7/2004
IDNX $5.3288 on 1/7/2004	PGTV $30.62 on 1/7/2004
ADVS $21.29 on 1/7/2004	OSIS $21.12 on 1/7/2004
TRAD $10.04 on 1/7/2004	NITE $15.64 on 1/7/2004
NDN $29.65 on 1/7/2004	CKC $6.44 on 1/7/2004
SFLK $3.10 on 1/7/2004

Best performing precious metals stocks in my watch list

Maybe worth a look if one believes in a continued fall of the US dollar.

CDE SSRI GSS WHT HL PAAS WTZ AGT BGO

CDE $6.13 on 1/7/2004	SSRI $12.15 on 1/7/2004
GSS $6.65 on 1/7/2004	WHT $3.01 on 1/7/2004
HL $8.45 on 1/7/2004	PAAS $14.54 on 1/7/2004
WTZ $5.65 on 1/7/2004	AGT $2.35 on 1/7/2004
BGO $3.60 on 1/7/2004

Companies with the Highest Level of Insider Buying

VLNC ENR CVST CHK WMS MVL

Valence Technology Inc (VLNC, $3.97 on 1/6/2004) - A leading battery technology developer, topped the list of companies with the largest aggregate insider purchases in 2003. Director Carl Berg accounted for all $21.6 million of the firm's insider buying last year.

Second and third on the list were Energizer Holdings Inc (ENR, $37.50 on 1/6/2004) and Covista Communications Inc (CVST, $2.78 on 1/6/2004) - with total acquisitions worth $18 million and $ 17 million, respectively.

Rounding out the top five places were natural gas producer Chesapeake Energy Corp (CHK, $13.73 on 1/6/2004) with $15 million in purchases and electronic game technology maker WMS Industries Inc (WMS, $27.33 on 1/6/2004) at $14 million.

Largest Individual Insider Purchases

Valence Technology Inc. Director Carl Berg had the largest volume of buying ($16.6 million) for a single insider in 2003, followed by Energizer Holdings Chairman William Stiritz ($15.1 million) and Time Warner Director Reuben Mark ($13.2 million). Rounding out the top five list were Sumner Redstone, Beneficial Owner of More than 10% at WMS Industries Inc. - $12.4 million - and Isaac Perlmutter, Vice Chairman at Marvel Enterprises Inc (MVL, $29.36 on 1/6/2004) - $9.1 million.

Last year, 41 companies experienced at least a doubling (100% gain or greater) of their stocks' prices in the months subsequent to their insiders' purchasing activities. Leading the pack was Akamai Technologies, which saw its stock surge 662% between the time Chief Scientist Thomas Leighton acquired 400,000 shares in early-February (through a family trust) and year's end.

The other noteworthy cases included Intervoice Inc. soared 298% following Director Gerald Montry's May purchase of 122,000 shares, NII Holdings Inc which increased 291% after Officer Miguel Rivera's 20, 000-share February addition and Pep Boys which jumped 237% after Chairman Bernard Korman bought 100,000 shares in early-March.

VLNC $3.97 on 1/6/2004	ENR $37.50 on 1/6/2004
CVST $2.78 on 1/6/2004	CHK $13.73 on 1/6/2004
WMS $27.33 on 1/6/2004	MVL $29.36 on 1/6/2004