Archive for September, 2007
Thursday, September 27th, 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 is where they going to invest. I think as a new arena for the chinese government, [...]
1 Comment » - Posted in Money Talk by oneonian
Monday, September 24th, 2007
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, and social interaction. This website provide a good resource.
No Comments » - Posted in General by oneonian
Monday, September 24th, 2007
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 recommended this stock for a more defense investors who looking for some nice dividend yields.
1 Comment » - Posted in Money Talk by oneonian
Monday, September 24th, 2007
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 a giant spread between my portfolio and S&P500. If I recall correctly, other than the [...]
No Comments » - Posted in Money Talk by oneonian
Sunday, September 23rd, 2007
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 Gilder; Prophet of Innovation: Joseph Schumpeter and Creative Destruction–by Thomas K. McCraw; On the Wealth of Nations–by P. J. [...]
No Comments » - Posted in General by oneonian
Friday, September 21st, 2007
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 Trillions of US dollars in reserve, you already see China dumping some money to Blackstone to test the [...]
No Comments » - Posted in Money Talk by oneonian
Wednesday, September 19th, 2007
Confidence
“If you can be persuaded, then you are ignorant; else you are arrogant or confident.”
- Yuan He
No Comments » - Posted in Money Talk by oneonian
Wednesday, September 19th, 2007
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 at least.
Since I derived the new ranking, I was eager to conform to it. I [...]
1 Comment » - Posted in Money Talk by oneonian
Tuesday, September 18th, 2007
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 to find an entry point to buy 1 lot of YZC, GRMN, CHL, and CREE. [...]
2 Comments » - Posted in Money Talk by oneonian
Friday, September 14th, 2007
New Theme
what you all think?
No Comments » - Posted in Website Related by oneonian
Friday, September 14th, 2007
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
No Comments » - Posted in Money Talk by oneonian
Friday, September 14th, 2007
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. for those that brought some upon my recommendations, make sure send some profit my way. [...]
2 Comments » - Posted in Money Talk by oneonian
Wednesday, September 12th, 2007
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 it in each of the following areas, weighting the same; Financial, management, product growth, competition, [...]
1 Comment » - Posted in Money Talk by oneonian
Tuesday, September 11th, 2007
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 ahead of the pack, the GaN they use for wafer is a great substrate for [...]
3 Comments » - Posted in Money Talk by oneonian
Friday, September 7th, 2007
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 and did my own assessment on annual report and acted promptly. Now, I just need [...]
No Comments » - Posted in Money Talk by oneonian
Friday, September 7th, 2007
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 to yield a reasonable return may not worth the investment. I think CHL has far growth [...]
No Comments » - Posted in Money Talk by oneonian
Wednesday, September 5th, 2007
On Travel
Out on Travel, in DC now, then Orlando, then Atlanta next week.