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:
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
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
Did V miss, they reported 0.52, unless I am seeing something wrong...
Hi Troy,
V beat both top & bottom line...
EPS beat of 8 cents and sales beat also.....
Saleem
Saleem, Then why it down AH, is this good time to add more? What do you think?
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
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?
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