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

7 comments:

madmax said...

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

Stocks100 said...

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

Troy House said...

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

Stocks100 said...

Hi Troy,

V beat both top & bottom line...

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

Saleem

Troy House said...

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

Stocks100 said...

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

Troy House said...

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?