博文
GSOL - earning play
(2010-03-15 22:49:59)
3percentprofitbutsoldtooearlier.
shouldwaituntilnoon.
thisisagainasolidstock,2historyearningannounceshowingpositiveresponsebythemarket.
shortratioislow.
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why FDS is not good earning play?
(2010-03-15 22:47:54)
-highshortratio
-ifflatearning(meetestiamte)itwillgoesdown5-6%
-lastQalsoflatthestockdown13%
sotheexpectionisreallyhighconsidreingcurrentstockprice.
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why bother to research stock?
(2010-03-14 21:57:06)
"Thepointofresearchistocutthroughthatemotionandtobringamorerationalperspective,"hesays."Researchpermitsyoutodotheunpopular,andtheunpopularisalmostalwaysthemostprofitable."
"Thisisararemomentwhenbigischeaperthansmall,"hesays."Typicallysmallischeaperthanbig,becausesmallmakesyoufeelinsecureandbigmakesyoufeelsafeandsecure."ThatisbutoneoftheopportunitiesthatSanders,thelongtimevalueinvestor,hopestoc...[阅读全文]
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whole sale inventory distribution
(2010-03-10 19:26:19)
Wholesalershold25percentofallinventorieswithfactoriesholdingaboutone-thirdandretailersholdingstherest.inventorytosalesnow:1.1,lowestsince1992.[阅读全文]
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short rule
(2010-03-10 12:36:45)
Nevershortbasedonpriceaction.Astockthatisgoingstraightupcancontinueatleastuntilyouarebankruptbeforefallingtotheground.Nevershortbasedonvaluation.Astockmightbeexpensiveat100timesearningsanditwillbeevenmoreexpensiveat200timesearnings.Unlessyouarehedging,yourshortpositionsshouldbe1/3thesizeofyourlongpositions.Believeitornot,shortstocksthathavehighshortinterest.Ingeneral,shortsqueezesareamythandstocks...[阅读全文]
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S&P 500 PE average
(2010-03-09 23:36:32)
avg:16.36(1880tonow).
1930:30+
2000:40+
2008:26
Now:around20
2009Marchwhenbottom:12
1970to1980:around10
Monitorthiscloselycanavoidbubblemarket
theP/Eis18.5whentheeconomyiscomingoutofarecession.Mr.Siegel
nowisthetradingat14.5timesforecast2010profits.
thatimplyanothe20%stockmarketgain.
nowcompanymarginis7%,historicallyis6%.
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美国的百万富翁数据
(2010-02-21 15:09:24)
6.7million个家庭净资产超过100万美元（5.9%oftotalhousehold)
1/3-自己经营公司
1/3-专业人士在公司工作
59%从普通州立大学毕业
56%说金钱给了他们自由从而争强了快乐感。
http://customsites.yahoo.com/financiallyfit/finance/article-108828-4137-1-10-things-millionaires-wont-tell-you[阅读全文]
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CA Housing market news
(2010-02-20 13:23:35)
AsofDecember,11.4%ofCaliforniahomeownerswere90daysormorelateontheirloans,accordingtoFirstAmericanCoreLogic,aSantaAnarealestatedatafirm.Thatcompareswithadelinquencyrateof8.4%nationwide.
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Checking NRG
(2010-02-09 11:37:04)
5startonCAPS.2010guideisprettylowwhichalreadypricedintocurrentstockprice.Buffetholding,0.3%ofportfolio(6mnow,sold1.2monQ3,donotknowwhy).6monthchartshowingitmightstarttogoesup.donotexpectthepowerconsumptiongoesupquicklyduetoweakrecovery.
butshortterm,mighthave10%upopportunityTrailingP/E:5.18,2ndbestinElectricUtilityindustry
ForwardP/E:10.29
ROE:15.60,2ndbest
Net:9.5%,industryavg:6.6...[阅读全文]
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USG Q4 earning call
(2010-02-09 11:24:23)
·2009revenuefall30%·100mcashfromlawsuitwon,300mseniornotes.Total700m·Cashflow:30m(positive)·2010housingstartforecast:600kto900k·2009:reduceOHspendingfor75m·Q4lossis11m,withthebenefitofthe97mincomefromsettlementoflawsuit·31mchargeongoodwillandassetdepreciation·2009netlossis598m·deferredtaxvaluationallowance:548m·170minterestexpensefor2010·Industryisrunning50%capacity
USGcouldbreakout...[阅读全文]
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