Badbet.
IshouldneverbuyanystocksIdon'tknowhowitworks.
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Summerisalmostgone.Autumnandwinterwillcome.Ithinkpeoplewillneedmorenaturegastoheattheirhouse.[
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Inthebullmarketlikethis,youwillmakemoneywhateveryoubought.DDR,URE,FIG,KFN,Dan.AllmoststockshavebeendoubledsinceIboughtthem.Asalways,sincemoststocks'RSIhavereached80,whichisasignalofoverbought,Istartedtosell1/3"positions.[
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IboughtDDRtoday.ItisaREITforshoppingmalls.Icheckeditsbalancesheet,whichisnotbadatall.IaddedmoreshareforURE.Nowagain,Iam100%stocks.Themarkethasn'thadapullbackasweexpected.So,IjustswiftedbacktoLong.Iamstillworriedaboutthevolumeforthemarket.[
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Yesterday,IsoldallmyBordersshare,whichissuchasbigmistake.
Today,itissoaring15%sofar.
IboughtsomesharesofFMD.
ThereasonIhavebefollowingFMDisits'relationshipwithGS.
Lastyear,GShadhugecapitalinfusionintoFMDandletthedealgothroughevenattheworsttimeofthemarket.
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IsoldBGP(Borders)todaywith80%profit.BGPpricesrosesharplythesetwodayswithoutanynews.
Ihavetosellittokeepmycashpostionat30%.
IaddedURE.Italkedtoafamousrealestatebroker(DCarea).Shesaidtherecessionisover.Peoplestartedtobuyhomecrazyagain.Thegoodhousewillbesoldinoneortwodays.
Before,bankswerereluctantlytosellhousebecausetheyarewaitingtoseewhattheycangetfromgovernment.
Now,waitingisover.T...[
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Addedanotherhousebuilderintomyportfolio.MyanotherhousebuilderSPFhasbeenmorethandoubled.However,Istillbelievetheyareatbottomlevel.AndIthinkairlinesshallmoveupfromnow.CAListhebestairlinesinUS.[
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Today,themarkethasa3%run.Butmyconcernisthevolumeistoolow.Tomorrow,itwilltest200dayaverageline.Ifthevolumeisstillatthislowlevel,Iwillconsidersell.TOday,AMDannouceditreleased6corechips,whichisagoodnews.[
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Today,IboughtbacksomeACASonnoon.Istilllikethisstockeventhoughitmayhavereversesplit.
Idon'thavedoubtthatitwillsurvive.Onceitsurvied,theupsideroomisunlimited.
IasloaddedsomesharesofFIG.Peopledidn'tlikeitsellsharesandpunishedit4$.Butthinkthisway,thecapitalitraisedwillmakeitbalancesheetmuchbetter.
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AMDandSPFhavebeengoingupeveryday.
IknowAMDwillrelease6corechiparoundAug.thisyear,whichisalmosthalfanyearaheadschedule.
IaslobelieveAMDwillfinallywinthelawsuitaginstINTC.Mostlikely,INTCwillpayahugeamountofmoneytoletAMDdropcase.
Asahomebuilder,SPFhasbetterbalancesheetthanHOVandBZH.Ithasalsoamergerpotentialforotherbighomebulders.
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