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
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
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
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
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
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
Confidence
“If you can be persuaded, then you are ignorant; else you are arrogant or confident.” – Yuan He
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
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
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
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
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
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
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
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
On Travel
Out on Travel, in DC now, then Orlando, then Atlanta next week.