May
4
Where do you think they will get money from?
May 4, 2008 | 2 Comments
Banks have not been doing well lately. They got caught into a sub-prime mess of their own co-creation (the American Consumer, and overseas mortgage backed investors being their accomplices). They have also co-created a secondary mess: credit cards.
In the Old Days banks got money from charging Interest. In the 90’s and 2000’s they got money [...]
Mar
25
Portfolio vs. Portfolio - 20 Days Later
March 25, 2008 | Leave a Comment
Just to keep myself honest, these are the two portfolios I started tracking (my recommendations since March 6 2008).
This is my poor’s man portfolio experiment:
Company
Symbol
Start Price Mar/06
Actual Price
Win/Loss
Pepsi
PEP
70.13
72
+2.7%
Walmart
WMT
50.04
53.11
+6.1%
Yum Brands
YUM
35.80
37.8
+5.6%
ATT
T
35.06
37.76
+7.7%
This is my Technocrat Portfolio experiment:
Company
Symbol
Start Price Mar/06
Actual Price
Win/Loss
Cisco
CSCO
23.90
25.62
+7.2%
Intel
INTC
19.87
22.11
+11.3%
Microsoft
MSFT
27.58
29.10
+5.6%
Apple
AAPL
120.93
139.98
+15.75%
Had I invested in the DOW 30 (DIA), NASDAQ 100 (QQQQ) or SP500 (SPY), this is how I would [...]
Mar
20
Zecco: Free Trading and $100 To Top It Off
March 20, 2008 | 2 Comments
Long ago I had opened my Zecco Trading account lured by the Free trading offer. They still hold their promise and offer free trades if you hold a balance of more than a few thousand dollars. My initial visit to the website found it very cumbersome to handle. Way to many clicks [...]
Mar
11
The Technocrat Portfolio
March 11, 2008 | 1 Comment
“I am a sucker for technology. I love gadgets. I can’t live without the fastest and meanest computer.” No, that is not me. That is America! I am a Computer Engineer, but I have lightly outdated hardware technology here even when I build state of the art software. But [...]
Mar
6
Poor’s Man Portfolio : An Experiment
March 6, 2008 | 2 Comments
There is a portfolio that I have designed, with the poor man in mind. The poor man is yours truly, of course, as I have lost so much money on the stock market that I am heading for the poorhouse. I don’t even have any money to buy stocks right now, so I [...]
Feb
29
YUM : Yo Quiero Taco Bell : Stock Recomendation
February 29, 2008 | 2 Comments
I like YUM Brands (YUM). They have Taco Bell, KFC, and Pizza Hut. They provide the junk food both kids and adults love. And being the underdog (or under-chihuahua), it is not in the spotlight as much as McDonald’s (MCD) — another great company. Take a look at McDonald’s lately. They have the lattes (espresso [...]
Feb
29
Wait for the 2nd Day?
February 29, 2008 | Leave a Comment
I am more of a value investor. I look for companies who have good growth potential but for some reason have been neglected by the market. I do this on a long term horizon as well as a medium term one.
When there is a bad day in the market, I tend to feel the urge [...]
Feb
12
RIMM: Doubling Up With Caution - And BUY Recomendation
February 12, 2008 | Leave a Comment
Research in Motion (RIMM) is a great company. A great Price to Earnings Growth (PEG) ratio of just a sliver above 1. People seem to be buying their new curve phones like crazy — at least those who can’t justify purchasing an Apple iPhone (AAPL) or don’t want to switch out of their [...]
Feb
10
Yahoo: Take Your Money And Run? - I Did
February 10, 2008 | Leave a Comment
Just before the announcement I had an interest in Yahoo (YHOO). I had purchased a significant amount of options on Yahoo back when it started dropping. I bought my options when the stock had fallen from $26 to $24 on the same day. I cried all the way while I saw the [...]
Nov
5
It Is Difficult to be a Bank
November 5, 2007 | 1 Comment
Banks have given me headaches this year. Good thing they have dividends to soothe the pain. I still believe it is better to Buy the Bank than to Deposit at The Bank. This is an opportunity to buy some banks. They have Yields, and yields support the price even on these extreme [...]
