With Google’s block buster earnings release, you can’t help but wonder if Microsoft is too late to the advertising game. Looking at the stocks performance on MSFT, YHOO, these two stocks didn’t move on Friday at all. As if the investors think Google has already dominated the internet advertising the same way Microsoft [...]

Trade Executed 10/20/2005

Daily Trading Ideas 10/20/2005

Not sure the details yet, More to come. But I hope I’m wrong.
Update: No possible case. LAX is just creating a quarantine plan.

Huge Exxon Mobil block trade worth over $1 billion was traded. Typically, this a large position is unwind for a period of hours even days. What is the purpose of this trade?

Trading List 10/18/2005

Mad Money “Investment” Challenge should be call “Train Wreck” challenge. The contest does nothing, but entice participants to recklessly taking huge risk because looking at the top performers’ holdings, most of them are concentrating all their money in one stock. If this was a real portfolio, I think no one in this top [...]

GE and many of the well known big caps have been outperformed by small and mid cap companies for the past few years now, but I think GE is ready to outperform the market. Here is why.
Just release a great quarterly earning
Big cap should start outperform small and mid cap after two years of [...]

Market Recap 10/14/2005

Microsoft is partnering with Yahoo on the instant messaging program. Their instant messaging program will communicate with each other. The combined user base (27.3 million from MSN, 21.9 million from Yahoo) will now rival AOL’s 51.5 million subscribers.
Microsoft appears to be in a trend to convert enemies to friends. The recent [...]

Opening Bell 10/11/2005

Opening Bell 10/7/2005

Today’s Trade 10/7/2005

Signed up with Mad Money Investment Challenge and here are my picks so far.
YUM – YUM BRANDS INC 350 Shares
DIGE – DIGENE CP 600 Shares
ANF – ABERCROMBIE & FIT 350 Shares
SBUX – STARBUCKS CP [...]

Action List 10/6/2005

Mid Day 10/5/2005

I’m kicking myself right now for not selling Valoro two days ago and now I have gave back all my gains. Along the way there was sign about possible drop. I need to listen to myself and leave my ego at the door.

PD was downgraded to hold from buy at Legg Mason over valuation. It’ll be interesting if it will hurt the stock today.

Nothing looks attractive for me to trade this morning. I will wait and see how market react to yesterday drop and the oil inventory number. Continue to hold QCOM and DNA from yesterday.

Google and Sun announced the co-promotion of Sun’s Star Office Suite. This will help Sun’s Java run-time environment and for Google to offer additional application service to bring users to Google sites. This should translate into additional traffic for Google, but possible decrease in revenue for Microsoft down the road. But why [...]

If you listen to me from my previous post on Phelps Dodge, you would have miss out today’s 7pt surge. Unbelievable!!!

10/05/2005

CHK is buying CNR for 2.2 billion in cash and 75 million in debt from Triana Energy Holdings. It will create the third largest reserves in the US after Exxon Mobil and ConocoPhillips. They are planning to spend 4.1 billions to actively develop CNR’s probable reserves. With the natural gases moving up [...]

With copper at 16 year high, producer like Phelps Dodge (PD) are enjoying record profits. Chinese demand and global economic expansion reduced the inventory to 31 year low and consolidation in copper industry during the 1990s bodes well for the world’s second largest copper producer. PD also produced molybdenum, a secondary metal surged [...]

Lennar was selected to move into the S&P 500 and Beazer is moving into the mid-cap 400. The selection is a surprise to most people as speculation was for Google to move into the S&P 500. The selection help these two stock surged on heavy volume as the index funds will not have [...]

Gasoline futures are down, but refiners are up like Valero and Tesoro. Why??? Typically, refiner stocks move with the future price. I have 6 contracts of Nov 115 call and try to decide whether or not to close out half to realized some profit because I’m not sure if the energy prices [...]

Pre-Market 9/30/2005

Dell will be announcing its new luxury lines of PCs and laptops today to compete with Apple. I believe it is a good move to capture the better margin segment of the industry. The customers who buy these upper end products look for performance, but most important style.

Last Friday DNA discontinued enrollment in the Phase II ovarian cancer trial when five out of 44 patients, or 11 percent, given Avastin showed signs of gastrointestinal perforations, a known possible risk that has arisen in 2 percent to 4 percent of patients in previous trials. Stock down 2% on the news. Yesterday, [...]

As usual the top 10 richest Americans stayed the same. With Bill Gate, Warren Buffett, Paul Allen, Michael Dell, Larry Ellison, and 5 Walton family members. Every time I see this list I can’t help but at awe on how powerful Walmart is. New comers to the list have businesses in gaming, [...]