Street Justice: Motion Sickness

Welcome back. From where I'm sitting, both the market and the weather looked pretty dreary today. Lucky for me this isn't my first hurricane or my first day investing. I know the media tends to hype bad days for the market like they do cyclonic weather formations approaching the US. I understand the losses sustained over the past 2 days are real, but heck! We can't go up everyday. Still, I'll feel a lot better when we get a bit further away from 11,000. Having taken the day off yesterday, I was able to find 4 companies for you to check out.
This first company might be considered a speculative buy because until recently they were priced at under $5. The company is MITI/Micromet. They develop proprietary anti-body based products for treatment of cancer and auto-immune diseases. Their drug platform of which the majority is still in clinical trials is an antibody-based format that leverages the cytotoxic potential of T-cells. MITI has one of the lowest relative values I have ever seen(0.07 of 2.00), the relative safety is decent and the relative timing is THE highest I've seen(1.99 of 2.00). They are currently trading below earnings(-10.76 P/E ratio) and have a -6% forecasted earnings growth rate. Sales for MITI are up 43% over last quarter. MITI is up(price) 193% over the past 52 weeks, 22% over the last month and 32% over the last 7 days. Next up is KEX/Kirby Corp. They provide marine transport and diesel engine services. This includes inland transportation of petrochemicals, black oil products, refined petroleum products, agricultural chemicals and dry-bulk cargo to tank barges. KEX operates a fleet of 913 active inland tank barges, 258 active inland towboats, 4 offshore dry cargo barges, 4 offshore tugboats and 1 shifting tugboat. KEX has great relative value and safety, but the relative timing isn't so great(0.81 of 2.00). They have an 11% net margin and a P/E ratio of 15.36. Sales for KEX are up 5% over last quarter and net income is up 29% over last year. They have increased(price) 30% over the past 52 weeks, 6% over the last month and 3% for the week. USPH/Us Physical Therapy is next on today's list. They provide outpatient physical and occupational therapy through clinics offering post-operative care and treatment for a variety of orthopedic related disorders and sports related injuries. USPH offers services such as ultrasound, electronic stimulation, hot packs and iontophoresis as well as several exercise programs in their 379 outpatient clinics which are spread throughout 43 states nationwide including Tennessee, Texas, Michigan, Oklahoma, Wisconsin, Virginia, Florida, Indiana, Maine and Arizona. USPH has great relative value, timing and safety. They have a 6% net margin and a P/E ratio of 20.97. Sales for USPH are up 5% over last quarter and 10% 5 years historically. USPH has a forecasted earnings growth rate of 18% and net income was up 39% for the year. They are up(price) 56% over 52 weeks, 22% over 4 weeks and 9% over 1 week. Today's "bonus" company is HWK/Hawk Corp. They sell friction products used in industrial, aircraft, agriculture and performance applications. These products include parts for brakes, clutches and transmissions used in construction, mining and agriculture vehicles as well as trucks, motorcycles and race cars. They have achieved significant market share in their industry using proprietary formulations and designs of composite materials and metal powders. HWK has decent relative value, timing and safety and a 30% forecasted earnings growth rate. They have a 4% net margin and a P/E ratio at 19.51. Sales for HWK are up 9% for the quarter and 3% 5 years historically with net income climbing 483% for the year. HWK is up(price) 77% over 52 weeks, 43% over 1 month and 5% over the past 7 days.
So far this week oil, gold and the dollar aren't behaving. As a result the DOW is again slipping ever closer to that icky 11,000 mark. It's still too early for me to tell if these recent trends will continue, but I am an optimist and believe it'll be short-term. It is very possible oil it's finding is real value or price around $110-$115 a barrel.
There has been a lot of talk in financial circles as to whether or not global growth may be outpaced by the US soon. Do you think the US is finally closing the growth gap versus the globe? Will emerging and foreign markets continue to outperform? Let me know.
Today the dollar was a prime example o9f what goes up must come down. The USD has peaked and pulled back against virtually every major cross, most notably the EUR and GBP to which the USD gave back over 100 pips. I am NOT following this trend and would strongly recommend you don't either. I can assure you the USD has not finished it's comeback, especially against the EUR. I have widened my stop/loss margin for my USD long positions, but am supremely confident we've not seen the last of the dollar's rally. This may even be a good time to get long some USD, though you must be careful where you get in . When trading Forex(margin trading) you can get stopped out or margin called if you're not careful.
we haven't exactly seen the week start the way I wanted. All the more reason for me to spend every waking hour researching. I'll do what I can, cause we're all in this together. Thanks for reading.