Now,Ihave50%cash.
Ifmarketgoesdow,thosesmallcapstockswillbehitmost.
StillholdBX,FCE/A,SPF,AMD,AIGandFRE.
AIGandFREarestillunderwater.
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Tony's stock investment
I will wrote down everyday's thought about stock
博文
(2009-05-13 10:16:30)
(2009-05-12 09:16:51)
Stillasmallpositionforgambleplan.
Today,CORSisabove$1.Ithinksomegoodnewsisleaking.MaybeCORSfinallymangedtoraisesomecapitalrequired.
BTW,therealestatemarketisrecovered.
Italkedtoarealtortwodaysago.Shetoldmethatthebuyersarebiddingupforhouses.
Thatisreallyagoodsign.
The8500$creditisreallyabigseductionforalotofbuyers.
Idon'texpectrealestatemarketgoingupfromnow.Butastablizedmark...[阅读全文]
Today,CORSisabove$1.Ithinksomegoodnewsisleaking.MaybeCORSfinallymangedtoraisesomecapitalrequired.
BTW,therealestatemarketisrecovered.
Italkedtoarealtortwodaysago.Shetoldmethatthebuyersarebiddingupforhouses.
Thatisreallyagoodsign.
The8500$creditisreallyabigseductionforalotofbuyers.
Idon'texpectrealestatemarketgoingupfromnow.Butastablizedmark...[阅读全文]
(2009-05-11 17:08:20)
Itwasup140%today.Ialmostforgotthisstock.Iboughtitaround90Canditwentdownto10C.Sofar,its'terOneratioisstillalittlebitmorethan4%.ButitisunderreceivershipTodayssoaringmaybebecauseofsomenewsofraisingcapital.Itwasrequiredtoraisecapitaltoachieve6%Tironeratio.Ionlyhave200sharessofar.Butifitisabove1$,IneedtoseriouslythinkifIneedtoaddmore.Hopefully,itisnotdeadfishrebound.BTW,MBIhasagoodearningtoday.[阅读全文]
(2009-05-11 09:39:36)
ABKfiledmanylawsuitforbigbanks.
Basically,heclaimedthatintheirinsurancecontract,banksarenotallowedtopactsubprimeloanintotheresecuritizedmorgtagebackedbonds.
IbelieveABKsaidthetruth.
Idon'tthinkABKwillwinthecasequickly.ButthelawsuitwillchangeeverythingifABKhaschancetowin.
Mostlikely,thebankswillmakesomekindofagreementwithABKandMBIorPMI,etcoutofcourt.
IfABKsurvivedfromthiscrisis,...[阅读全文]
Basically,heclaimedthatintheirinsurancecontract,banksarenotallowedtopactsubprimeloanintotheresecuritizedmorgtagebackedbonds.
IbelieveABKsaidthetruth.
Idon'tthinkABKwillwinthecasequickly.ButthelawsuitwillchangeeverythingifABKhaschancetowin.
Mostlikely,thebankswillmakesomekindofagreementwithABKandMBIorPMI,etcoutofcourt.
IfABKsurvivedfromthiscrisis,...[阅读全文]
(2009-05-07 09:54:19)
Readit'searningcall.Starttolovethisstock.
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(2009-05-06 20:59:06)
Today,IboughtbackthesharesofACASandKFNIsoldtwodaysago.ACAShadbadearningandhad30%drop.ButACASmaysurviveafterselleuroasset.Ibelieve.Ifhesurvived,thiswillbeatleast40$stockinfiveyears.AsIplaned,ifKFNdroppedbeforeER,Iwillbuyback.Normally,whenstockdropsbeforeER,theERmaybebeat.Thelasthourdropgavemeagoodchancetoreloadmyshares.IalsoboughtbacksomesharesofFIGandaddedmoresharesofBX.IreallybelieveBXwillbeGSsom...[阅读全文]
(2009-05-04 09:47:05)
AllofthemwillreleaseearningbyWed.
Iamreallyworriedabouttheirearnings.
Ijustoldhalfpositionforallofthem.
Anyway,allofthemhavebeendoubledortrippled.
Iftheearningwillbegood,MMmayjustscarepeoplebeforeearningbyloweringtheprice.
iftheearingwillbebad,Wedwillbeabloodyday.
However,Iwillbuybackalloftheminnearfuture.
Iamstillbullonmarket.
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Iamreallyworriedabouttheirearnings.
Ijustoldhalfpositionforallofthem.
Anyway,allofthemhavebeendoubledortrippled.
Iftheearningwillbegood,MMmayjustscarepeoplebeforeearningbyloweringtheprice.
iftheearingwillbebad,Wedwillbeabloodyday.
However,Iwillbuybackalloftheminnearfuture.
Iamstillbullonmarket.
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(2009-05-01 15:03:52)
BX,FIG,KFN,ACASallhave20+%runtoday.
AndallofthemwillreleasequarterresultnextWed.
IfnextMondayorTuesday,theystillhavehugerun,Iwillsellhalfofthem.
IfnextMondayandTuesday,theirpricedropsorflat,Iwillkeepthemforearning.
LVSwillreleaseearningnextTuesday.
Ibelievetheresultofallofthemwillnotbepretty.Butlookslikethemarketislookingaheadandignoremostofbadnews.
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AndallofthemwillreleasequarterresultnextWed.
IfnextMondayorTuesday,theystillhavehugerun,Iwillsellhalfofthem.
IfnextMondayandTuesday,theirpricedropsorflat,Iwillkeepthemforearning.
LVSwillreleaseearningnextTuesday.
Ibelievetheresultofallofthemwillnotbepretty.Butlookslikethemarketislookingaheadandignoremostofbadnews.
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(2009-04-30 09:35:46)
Isoldpsunat1$anditwentto3+.
IsoldAAIat4anditwentto6+.
IsoldCACHat2anditis4+.
Butlasttime,Ifinallysoldsomestocksright.
Igotridofallinsurancecompanies.AIG,MBI.Ifelttheywillbelasttorecoverevenstockmarketwillgoup.Normally,stockmarketwillrecover6monthsbeforeeconmyandemployment.Butthose6monthswillbedarkesttimeforinsurancecompanies.
IboughtmoreforLVSandACAS.Thosecompaniesmainissueisth...[阅读全文]
IsoldAAIat4anditwentto6+.
IsoldCACHat2anditis4+.
Butlasttime,Ifinallysoldsomestocksright.
Igotridofallinsurancecompanies.AIG,MBI.Ifelttheywillbelasttorecoverevenstockmarketwillgoup.Normally,stockmarketwillrecover6monthsbeforeeconmyandemployment.Butthose6monthswillbedarkesttimeforinsurancecompanies.
IboughtmoreforLVSandACAS.Thosecompaniesmainissueisth...[阅读全文]
(2009-04-22 21:52:13)
Isoldalmosthalfpositiononnoon.Somestockshavesomehugerunduringlastmonth.Ithinkthereshouldbesomecorrectionahead.andIdon'tfeelgoodforthebanktestresultwhichmaybereleasedonthisFriday.Let'sseewhatwillhappentomorrow.andIdon'tlikethisafternoon'spullback.[阅读全文]
