Sunday, January 13, 2013

Thursday, January 3, 2013

Oil Companies

Starting up

T

a new round my be coming

Too Rush

SPN & NTAP --- a lot of money still left on the table

Plastic Money

still in fashion --- watch for turning point, then escape

Retail

DLTR --- still on Clearance; Smart Money can come in anytime; jump on the wagon once SM is in

TJX --- SM started to come back

COH --- joined between 56-58

BP

Watch for Smart Money coming in

Participating the Housing Story

HOV --- watch the hump up

Wednesday, January 2, 2013

Is this GOOG's year?

Maybe...

Fund from AAPL needs a placeholder;
YHOO still holds too much pure speculations;
FB is pure GS play;
GOOG could be the one --- new ideas; cash mountain in the bank; genius in house brain power; plus the existing King's spot in search

Or maybe MSFT?

Follow the Crowd

Whenever there is a sharp green, there is some kind of price appreciation followed; after a big sale occurred, wait for a little bit, there will be another run-up coming --- be patient; do not rush in; only get in when the first case chance shows up --- this is applicable only to Medium-Term; anyways, is there any true long-term? Hard to get one unless you have billions to move the market like Warren does --- his GEICO can always supply the needed capitol --- this is the key; after all, Berkshire is an insurance company --- makes good money when Warren or Granham philosophy is applied to manage the premium they received ....