Monthly Archives: September 2007

On the money for Chinese Investment Fund

Man, somebody must be watching my blog closely. Last time, I mentioned CREE, a week later, it jumps 15%+. Last week, I mentioned about China  own investment Fund, this week, it is formed. here is link http://biz.yahoo.com/ap/070927/china_investment_fund.html?.v=2 the money question … Continue reading

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Mentat Wiki

Link http://www.ludism.org/mentat/ There is a saying goes “the difference between good poker player and great poker player is math apathy.” For us to be great investors and simply become more efficient, we need to develope the skills for memorization, math intuition, speed reading, … Continue reading

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PWI up 32% Brought by Abu Dhabi

My previous recommendation of PWI is up a whopping 32% today. Abu Dhabi buys it for 2.4B. PWI had a sound finanical strenghen, but more importantly, it pays about 1% in dividend every month, which makes it very attractive. I … Continue reading

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Great Morning Kickoff & 53% Yield YTD

Great morning kickoff for my portfolio today. If you look at http://finance.google.comtoday’s top 3 moves are YZC, PTR, CEO and ACH is not far behind (from 12% to 6%). Should be a strong boost today, if not, at least will be … Continue reading

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Recommended Book List from Rich Karlgaard

From http://www.forbes.com/free_forbes/2007/1008/031.html?feed=rss_news  Books to Get Rich By Rich Karlgaard 10.08.07 Theory of Capitalism The Age of Turbulence: Adventures in a New World–by Alan Greenspan; The Black Swan: The Impact of the Highly Improbable–by Nassim Nicholas Taleb; Wealth and Poverty–by George … Continue reading

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Positive Outlook for Market

Let me bring about another idea that will light up your future. Other than getting out of Sub-prime problem, pushing stock higher, you know what one other big indirect effect of Fed cut? That’s right, China again. China is holding … Continue reading

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Confidence

“If you can be persuaded, then you are ignorant; else you are arrogant or confident.” – Yuan He

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Patience is the virtue

You read about it, you heard about it, and you know about it, but you constantly fail at it. That’s right, the itsy bitsy thing called patience, I think it costed me, a rough calculation of Two Thousand Dollars this month … Continue reading

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The Big Rate Cut

With the big rate cut today, most stocks surged, and I thought it was a good time to take some of my FCX off the table in preparation for my portfolio balance in accordance with ranking I derived earlier. Now I just need … Continue reading

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New Theme

what you all think?

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Two New Book Reviews: Ugly Americans and The Warren Buffett Portfolio

Ugly Americans http://www.oneonian.com/books.php?book=UglyAmericans The Warren Buffett Portoflio http://www.oneonian.com/books.php?book=WarrenBuffettPortfolio

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CREE on the run 11% today

Grrr. I just decided to look into CREE this past week, was planing on going back to bloomington and put all the data into my oneOnian model before I buy it. and guess what! it shot up 11% today. Grrr. … Continue reading

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Current Portfolio stock ranking Draft

Got bored sitting in my training class, so I decided to wondering my imagination aloft the classroom and enter a deep thought about the future of my prospective and current companies. I tabulated the companies and assign a value to … Continue reading

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CREE My next analysis

Just throwing this out there right now, I believe CREE has a bright future with LED. I believe LED is the future for lightning. I believe they can be as big as GARMIN in GPS. Their technology in LED is far … Continue reading

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CXTIE Transaction Review

For Short Term, I think I made the right call on CXTIE, after I bailed out at $2.57, it continued to drop all the way to today price at $1.50. It’s a good thing I didn’t listen to the analysts … Continue reading

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Out CFC; In CHL

With housing continued to be hammered away, I sense CFC is far from bottom up. I still believe the $18 Bank of America deal mark is at a bargain if they don’t go bankrupt. The risk and the long horizon needed … Continue reading

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On Travel

Out on Travel, in DC now, then Orlando, then Atlanta next week.

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