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Red Roadmaster Stock Talk featuring AXL, DRYS, MOT, WYNN, YHOO

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Page 1: Red Roadmaster Stock Talk
Page 2: Red Roadmaster Stock Talk
Page 3: Red Roadmaster Stock Talk
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The Red Roadmaster’s US Market Re-cap + Stock Talk ™

September 14, 2009 Date Line: USA

Alert: Red Roadmaster Motorola (MOT) looks at for the 1st time.

On the Week: US Stocks edged down a bit Friday for a pause to refresh after 5 days of running North. The S&P 500 is up 2.2% so far in September, historically the worst month for US equities.

Re-cap of the US Stock Market Action for the week ending September 11, 2009

The broad S&P 500 index is now up 545 from its closing low in March 2009 on the tail of the longest string of consecutive daily gains since November 2008. On the Day last Friday: The DJIA closed off 39.45 pts, or 0.41%, at 9,588.03, the S&P 500 lost 3.17 pts, or 0.30%, closing at 1,040.97, the NAS was off 7.91 pts, or 0.38% on the day at 2,076.11, the Russell 2000 fell 1.31, or 0.2%, to close at 593.59 on the day.

Among the winner on the day, FedEx rose 5.3% to US$76.49 after raising its Q-1 profit view, that action lifted UPS 3.6% to US$58.33 on the day

Crude Oil futures slipped more than US$3.00 to US$68.83 bbl as of 1:58 p.m. due to a rise in refined fuel inventory. The Greenback fell to a one-year low against major currencies on Friday.

Bloomberg reported that US T Bond prices were mixed after spiking Thursday when a government debt auction produced strong demand. The yield on the benchmark 10-year Treasury note was flat at 3.35% from late Thursday. The Reuters/University of Michigan Surveys of Consumers reported that consumer sentiment rose more than expected in early September, moving to its strongest level in three months.

Overseas Markets: Britain's FTSE 100 rose 0.5%, Germany's DAX index gained 0.5%, France's CAC-40 rose 0.8%, and Japan's Nikkei stock average fell 0.7

Stocks to Watch Today

American Axle & Manufacturing Holdings Inc. (AXL), DryShips, Inc. (DRYS), Motorola (MOT), Wynn Resorts Ltd. (WYNN), and Yahoo! Inc. (YHOO).

NB: The index retreated 1.3% on average since 1928 in September before this year, according to data compiled by Bloomberg. Last September the S&P 500 lost 9.1% after Lehman Brothers Holdings Inc. folded. The biggest drop occurred in September 1931 during the Great Depression, when the S&P 500 sank 30%.

Page 5: Red Roadmaster Stock Talk

American Axle & Manufacturing Holdings Inc. (AXL) Up-date 1

September 14, 2009

Paul A. Ebeling, Jnr. Analyst

Today, let’s look at American Axle & Manufacturing Holdings Inc. (AXL), designer and, manufacture of driveline and drive train systems, from a Technical POV. The overall indications, after Friday’s (September 11, 2009) market action, are Bullish: in the near term Very Bullish, mid-term Bullish, and long term Bullish. The recent candlestick analysis is Neutral.

**Chart by: http://www.stockta.com

Latest News: American Axle and Motorola big movers http://finance.yahoo.com/news/FedEx-Motorola-American-Axle-apf-2462998460.html?x=0&.v=2

Page 6: Red Roadmaster Stock Talk

Friday’s Market Action Close 7.34 + 1.02 Volume 24,114,300/shrs

There are three Gaps open up between May 6, and September 11, 2009 at 1.07/7.13, the near term resistance is Nil, support at 7.13, and the 50 day (EMA) exponential moving average is 4.37.

This is American Axle & Manufacturing Holdings Inc. (AXL): The Company engages in the engineering, design, manufacture, and validation of driveline and drive train systems, and related components and chassis modules for automotive industry in the United States. The company’s driveline and drive train systems include components that transfer power from the transmission and deliver it to the drive wheels. These products comprise axles, chassis modules, drives hafts, power transfer units, transfer cases, chassis and steering components, driving heads, crankshafts, transmission parts, and metal-formed products. It offers these products for light trucks, sport utility vehicles, passenger cars, crossover vehicles, and commercial vehicles. American Axle & Manufacturing Holdings also involves in differential gear, hypoid pinion, and ring gear forging businesses. The company was founded in 1994 and is headquartered in Detroit, Michigan.

Competitive Landscape

Demand for auto parts is driven by new car sales, which are strongly affected by interest rates, and by the replacement market. Company profitability industry depends partly on the difficulty of manufacturing products and partly on demand volume, since many costs are fixed. Small companies can compete successfully by focusing on a small number of products or some highly technical ones.

Automobile Parts and Accessories Manufacture Industry Forecast The output of US motor vehicle parts manufacturing is forecast to grow at an annual compounded rate of 4% between 2008 and 2013. Data Sourced: December 2008

American Axle & Manufacturing Holdings Inc. (HQ)

Richard E. Dauch , Co-Founder, Chairman, Chief Exec. Officer

One Dauch Drive Detroit, MI 48211-1198 United States - Map Phone: 313-758-2000 Fax: 313-974-3090 Web Site: http://www.aam.com

Page 7: Red Roadmaster Stock Talk

DryShips, Inc. (DRYS) Up-date 12

September 14, 2009

Paul A. Ebeling, Jnr. Analyst

Today, let’s have a look at DryShips, Inc. (DRYS), the international bulk sea carrier, from a Technical POV. The overall indications, after Friday’s (September 11, 2009) market action, are Neutral; in the near term Bullish, mid-term Neutral, and long term Neutral. The recent Candle Stick Analysis is: Neutral.

**Chart by: http://www.stockta.com

Latest News: DryShips Tops another Dry-Bulk Poll http://www.thestreet.com/_yahoo/story/10597679/1/dryships-tops-another-dry-bulk-poll.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

Page 8: Red Roadmaster Stock Talk

Friday’s Market Action Close 6.76 + .33 Volume 44,592,000/shrs

There is one Gap open up on September 11, 2009 at 6.54/6.57, the near term resistance is 7.13, support at 6.08, and the 50 day (EMA) exponential moving average is 6.16.

This is DryShips Inc. (DRYS): DryShips commands a fleet of 40 dry bulk carriers. The company's vessels carry commodities such as coal, iron ore, and grain, as well as bauxite, fertilizers, and steel products. The fleet, which is made up mainly of Panamax vessels but also includes Capesize and Supramax units, has an overall capacity of more than 3.1MM deadweight tons (DWT). Vessels are chartered to shipping companies largely on the spot market, but also on long-term contracts. In addition to its dry bulk operations, Dry Ships is engaged in the offshore drilling business.

The Competitive Landscape

Demand is driven by macroeconomic trends in global imports and exports. The profitability of individual companies depends on efficient operations and a good safety record. Large companies have advantages in fleet size and port access. Small companies can compete effectively by chartering services out of smaller ports and transporting unusual cargo. Average annual revenue per worker for a typical company is nearly US$500,000.

Deep Sea Shipping Industry Forecast The output of US water transportation, which includes deep sea shipping, is forecast to grow at an annual compounded rate of 7.4 % between 2008 and 2013.

DryShips Inc. (HQ)

Chairman, President, CEO, and Interim CFO George Economou

80 Kifissias Ave., Maroussi 15125 Athens, Greece Phone: +30-210-809-0570 http://www.dryships.com

Page 9: Red Roadmaster Stock Talk

Motorola (MOT)

September 14, 2009

Paul A. Ebeling, Jnr. Analyst

Today, let’s look at Motorola (MOT), a top choice for mobile phone users worldwide, from a Technical POV. The overall indications, after Friday’s (September 11, 2009) market action, are Bullish: in the near term Neutral, mid-term Very Bullish, and long term Very Bullish. The recent candlestick analysis i: Bearish

**Chart by: http://www.stockta.com

Latest News: Moto Makeover Could Click

http://online.barrons.com/article/SB125270789264304687.html?ru=yahoo&mod=yahoobarrons

Friday’s Market Action Close 8.68 + .71 Volume 60,684,100/shrs

Page 10: Red Roadmaster Stock Talk

There is a Bearish Engulfing Candle on September 9, and two Gaps open up between July 30, and September 11, 2009 at 6.77/8.17, the near term resistance is NIL, support at 8.14, and the 50 day (EMA) exponential moving average is 7.14.

This is Motorola (MOT): Motorola is still a top choice for mobile phone users worldwide despite flagging handset sales. The company is the #3 manufacturer of wireless telephone handsets (behind leaders Nokia and Samsung) and it also sells wireless network infrastructure equipment such as cellular transmission base stations and signal amplifiers. Motorola's home and broadcast network products include set-top boxes, digital video recorders, and network equipment used to enable video broadcasting, IP telephony, and high-def television. Its products for business and government customers consist mainly of wireless voice and broadband data systems used to build private networks and public safety communications systems.

Competitive Landscape

The industry depends on purchases from businesses, telephone companies, cable companies, data communications providers, and TV and radio broadcasters. Profitability for individual companies is linked to technical innovation and the ability to secure high-volume contracts from large customers. Small companies can be successful if they make highly specialized products. There are large economies of scale in manufacturing standard products, but many products are specialized and produced in small manufacturing plants. Annual revenue per employee in a large plant varies from US$500,000 to US$1M.

Telecommunications Equipment Manufacturers Industry Forecast The output of US communication equipment manufacturing is forecast to grow at an annual compounded rate of 2% between 2008 and 2013. Data Sourced: December 2008

Motorola Inc. (HQ)

Gregory Q. Brown , Co-Chief Exec. Officer, Pres, Exec. Director, Co-Chairman of Exec. Committee and Chief Exec. Officer of Broadband Mobility Solutions

1303 East Algonquin Road Schaumburg, IL 60196 United States Phone: 847-576-5000 Fax: 847-576-5372

http://www.motorola.com

Page 11: Red Roadmaster Stock Talk

Wynn Resorts Ltd. (WYNN) Up-date 4

September 14, 2009, 2009

Paul A. Ebeling, Jnr. Analyst

Today let’s look at Wynn Resorts Ltd. (WYNN), the brainchild of gaming wizard Steven Wynn, from a Technical POV. The overall indications, after Friday (September 11, 2009) market action, are Bullish: in the near term Neutral, mid-term Very Bullish, and long term Very Bullish. The recent Candle Stick analysis is: Neutral

**Chart by: http://www.stockta.com

Latest News: Wynn Is Cleared for Macau IPO http://online.wsj.com/article/SB125264136693102245.html?ru=yahoo&mod=yahoo_hs

Page 12: Red Roadmaster Stock Talk

Friday’s Market Action Close 64.50 + 2.35 Volume 4,633,400/shrs

There is a Bullish Engulfing Candle on September 4, are six Gaps open up between April 2, and September 11, 2009 at 21.64/63.60, the near term resistance is 69.63, support at 60.87, and the 50 day (EMA) exponential moving average is 51.27

This is Wynn Resorts Ltd. (WYNN): Wynn Resorts is the brainchild of gaming mogul and former Mirage Resorts chairman Steve Wynn. The US$2.4B resort and casino, built on the site of the former Desert Inn on the Las Vegas Strip, boasts more than 2,700 rooms, a casino with nearly 2,000 slots and about 140 table games, some 20 restaurants, a golf course, an art gallery (featuring Wynn's personal collection), two wedding chapels, and a Ferrari and Maserati dealership. Wynn Resorts also includes Encore at Wynn Las Vegas, a hotel and casino adjacent to its Wynn Las Vegas property, and the Wynn Macau, a hotel and casino in China. Steve Wynn owns about 21% of the company.

Competitive Landscape

Growth in consumer income and state spending has driven expansion of the US gambling industry. The profitability of individual companies depends on efficient operations and effective marketing. Large operators have the financial resources to make large investments in facilities and efficient computer operations, and have cross-marketing opportunities. Small gambling facilities can thrive by catering to a local clientèle. The industry is fairly labor-intensive: annual revenue per employee is US$90,000.

Gambling Operations Industry Forecast US personal consumption expenditures for participant amusements and pari-mutuel net receipts, which include gambling operations, are forecast to grow at an annual compounded rate of 4 % between 2008 and 2013. Data Sourced: December 2008

Wynn Resorts Ltd. (HQ)

Chairman and Chief Executive Officer: Stephen A. Wynn

3131 Las Vegas Boulevard South Las Vegas, NV 89109 United States Phone: 702-770-7555 Fax: 702-770-1571

http://www.wynnresorts.com

Page 13: Red Roadmaster Stock Talk

Yahoo! Inc. (YHOO) Up-date 6

September 14, 2009

Paul A. Ebeling, Jnr. Analyst

Today let’s look at Yahoo! Inc. (YHOO), a leading global Internet brand, from a Technical POV. The overall analysis after Friday’s (September 11, 2009) market action is Neutral: in the near term Bullish, mid-term Neutral, and long term Neutral. The Recent Candle Stick analysis is: Bullish

**Chart by: http://www.stockta.com

Latest News: Yahoo Set to Unveil Massive New Marketing Campaign at Advertising Week, Declaring Size Does Matter

Page 14: Red Roadmaster Stock Talk

http://kara.allthingsd.com/20090913/exclusive-yahoo-set-to-unveil-massive-new-marketing-campaign-at-advertising-week-declaring-size-does-matter/?reflink=ATD_yahoo_ticker

Friday’s Market Action Close 15.59 +.14 Volume 27,059,000/shrs

There is a Bullish Engulfing Candle on September 9, and three Gaps open up between April 9, and September 10, 2009, at 13,01/15.15, the near term resistance is 15.90, support at 115.58, and the 50 day (EMA) exponential moving average is 15.02.

This is Yahoo! Inc. (YHOO): Yahoo! Inc. is a leading global Internet brand and one of the most trafficked Internet destinations worldwide. Yahoo! is focused on powering its communities of users, advertisers, publishers, and developers by creating indispensable experiences built on trust. Yahoo! is headquartered in Sunnyvale, California. The Competitive Landscape Demand comes largely from corporations that sell consumer products, and telecommunications, entertainment, and financial services. The profitability of individual companies depends on creative skills and good marketing. Large companies are advantaged in being able to serve the varied needs of large customers, but small companies can be competitive through special talent or lower pricing or through special services. The industry is labor-intensive, but the high value of the product produces annual revenue per employee of about US$150,000.

Advertising and Marketing Industry Forecast

The output of US advertising services is forecast to grow at an annual compounded rate of 5.5 % between 2008 and 2013.

Where Yahoo! Competes

Media

Internet Search & Navigation Services (primary)

Business Services Advertising & Marketing Telecommunications Services Data Services Yahoo! Inc. (HQ) Jerry Yang Co-Founder, Chief Yahoo and Exec. Director 701 1st Ave. Sunnyvale, CA 94089 United States www.yahoo.com Disclaimer

DO NOT BASE ANY INVESTMENT DECISION UPON ANY MATERIALS FOUND ON THIS WEBSITE OR IN OUR NEWSLETTERS. Red Roadmaster is not registered as a securities broker-dealer or an investment advisor either

Page 15: Red Roadmaster Stock Talk

within the US Securities and Exchange Commission (the “SEC”) or with any state securities regulatory authority. We are neither licensed nor qualified to provide investment advice.

The information contained on our website or in any of our newsletters should be viewed as commercial advertisement and is not intended to be investment advice. Any information found on our website, or in any of our newsletters is not provided to any particular individual with a view toward their individual circumstances. The information contained on our website, and in any newsletter we distribute, is not an offer to buy or sell securities. We distribute opinions, comments, and information free of charge exclusively to individuals who wish to receive them.

Our newsletter and website have been prepared for informational purposes only and are not intended to be used as a complete source of information on any particular company. An individual should never invest in the securities of any of the companies’ profiled based solely on information contained in our report. Individuals should assume that all information contained on our website or in one of our newsletters about profiled companies is not trustworthy unless verified by their own independent research.

Any individual who chooses to invest in any securities should do so with caution. Investing in securities is speculative and carries a high degree of risk; you may lose some or all of the money that is invested. Always research your own investments and consult with a registered investment adviser or licensed stock broker before investing.

Information contained in the Redroadmaster Stock Talk report will contain “forward looking statements” as defined under section 27A of the Securities Act of 1933 and Section 21B of the Securities Exchange Act of 1934. Subscribers are cautioned not to place undue reliance upon these forward looking statements. These forward looking statements are subject to a number of known and unknown risks and uncertainties outside of our control that could cause actual operations or results to differ materially from those anticipated. Factors that could affect performance include, but are not limited to, those factors that are discussed in each profiled company’s most recent reports or registration statements filed with the SEC. You should consider these factors in evaluating the forward looking statements included in the report and not place undue reliance upon such statements.

Red Roadmaster is committed to providing factual information on the companies that are profiled. However, we do not provide any assurance as to the accuracy or completeness of the information provided, including information regarding a profiled company’s plans or ability to effect any planned or proposed actions. We have no first-hand knowledge of any profiled company’s operations and therefore cannot comment on their capabilities, intent, resources, nor experience and we make no attempt to do so. Statistical information, dollar amounts, and market size data was provided by the subject company and related sources which we believe to be reliable.

To the fullest extent of the law, we will not be liable to any person or entity for the quality, accuracy, completeness, reliability, or timeliness of the information provided in this report, or for any direct, indirect, consequential, incidental, special or punitive damages that may arise out of the use of information we provide to any person or entity (including, but not limited to, lost profits, loss opportunities, trading losses, and damages that may result from any inaccuracy or incompleteness of this information). We encourage you to invest carefully and read investment information available at the websites of the SEC at http://www.sec.gov and FINRA at http://www.finra.org