Monday, April 28, 2008

Markets "on hold for economic reports"

Markets are "on hold" for GDP numbers & Fed decision / commentary......

Select techs are strong today which includes AAPL,RIMM,QCOM,JNPR.....

SOHU knocked the door of earning estimates & guiding out of the ballpark..UP a whopping $9..

In my portfolio :

Sold PMCS ..booked a gain of 72 cents per share

Bought NTES my old favourite cost $21.09

My portfolio is EGO,ICO,NTES,SEED,TSO,TOL,V.....

EGO UP 32 cents

ICO down 1 cents

NTES UP $1.14 .....I am UP 41 cents

SEED UP 89 cents

TSO down 60 cents

TOL down 1 cents

V UP $1.94

@11.36 AM the following are green :

VMW,LDK,CSIQ,TSL,CCJ,JRCC,CTRP,MA,LVS,NYX,ABX,
SPWR,ISRG,DRYS,AMZN,GOOG,SNDA,JRJC......

BLOG does NOT give buy or sell.

Saleem
at

7 comments:

  1. madmaxApril 28, 2008 at 10:02 AM

    SALEEM
    Congradulations ON selling PMCS

    I thought for sure that V would be sold

    Here is IBD on NTES, another GREAT pick!!!!!!
    Earnings Per Share (EPS) Rating Relative Price Strength (RS) Rating Industry Group Relative Strength (Grp RS) Rating Sales + Profit Margins + ROE (SMR) Rating Accumulation/ Distribution (Acc/Dis) Rating
    82 84 D A B
    TOP 5 COMPANIES ARE:

    Sohu.Com Inc SOHU

    Baidu.Com Inc Ads BIDU

    Bankrate Inc RATE

    Netease.Com Inc Adr NTES

    Shanda Interactive Entmt SNDA

    ReplyDelete
  2. Stocks100April 28, 2008 at 10:15 AM

    Hi Madmax,

    Thanks for IBD take on NTES.

    I have an "unemotional way of buying or selling"...it is done for many reason ...some of which are:

    Looking Toppy

    Some other stock is attractive

    locking profit

    With all this in mind everything is always on the chopping block..unless I have good reason to be patient...which could be either it IS underwater or more room on the UPside.

    Saleem

    ReplyDelete
  3. Troy HouseApril 28, 2008 at 1:13 PM

    Did V miss, they reported 0.52, unless I am seeing something wrong...

    ReplyDelete
  4. Stocks100April 28, 2008 at 1:36 PM

    Hi Troy,

    V beat both top & bottom line...

    EPS beat of 8 cents and sales beat also.....

    Saleem

    ReplyDelete
  5. Troy HouseApril 28, 2008 at 2:24 PM

    Saleem, Then why it down AH, is this good time to add more? What do you think?

    ReplyDelete
  6. Stocks100April 28, 2008 at 2:37 PM

    Hi Troy,

    Based on cc so far...everything is on track for V in terms of future growth....Q3 is on track as per guidance.

    Weakness in V is a good chance to add..imho

    Saleem

    ReplyDelete
  7. Troy HouseApril 28, 2008 at 7:43 PM

    Regarding V, I will just wait and see tomorrow how it pans out, I have original position at 57 so can wait to add more and average up...

    But V should be part of any long term portfolio, as life takes VISA...

    I am slowly positioning myself for a long term portfolio of:

    VMW
    V
    EXM
    LDK/TSL/YGE


    What do you guys think of this?

    ReplyDelete