FedEx had a terrific quarter with 10% growth year over year with revenue growth in every line of its business. Overall the company looks stronger than ever. it also raised guidance for the year to a range between 5.25 to 5.5. The competition from DHL doesn’t look as threatening amost defected customers [...]

With no support from the Fed and the threat from hurricane Rita, stock market is in a downward spiral. Energy sector continues to advance while other sectors are in red especially in discretionary spending stock like Best Buy continues to fall. Home builders are recovering a little today from yesterday’s violent drop.

The rumors is that Microsoft is in talk to purchase AOL, or having majority stake, or join venture. Can these two entities benefit each other? On the surface it seems that Microsoft can benefit from gaining access to existing AOL customers and convert them to MSN users. If they like it enough [...]

Best Buy missed the earning estimate this past quarter with 7.2% decline in entertainment software, DVD, and CDs, but offset by strong flat panel TVs and MP3 sales. The comp. store sales slightly below expectation and guided lower for the third quarter. The company also caution the impact of higher gas prices and [...]

Starbucks have been moving downward since beginning of the year. It has failed to moved up from a great earning release in July. But I believe we have found some support at $48. This is a great company with excellent management and an innovative work force where Starbucks tap into to create [...]

eBay is planning to purchase Skype, a VOIP service provider. Is eBay going to compete with Google and Microsoft? I don’t think so. I’m guessing eBay is trying to improve it infrastructure of communication between buyers and sellers. This channel may help sellers answer questions more efficiently and resolve product and [...]

There’s no argument that the future of medicine is in biotech, not old pharma. Two companies in particular stands out the most and they are AMGN and DNA. These two companies have great pipeline, management, and earnings (not just potential). Between these two companies, I favor AMGN because of lower PE and [...]

Microsoft (SOFT) have acquired Teleo, a provider of VOIP software and services provider. See article. The war between Google and Microsoft are getting more and more tense. The advantage is still with Google because of its more innovative approach to R&D. But Microsoft got cash$$$ and lots of it and cash is [...]

Sandisk (SNDK) continues to be the leader in the flash memory space pioneering the multi-level cell (MLC) technology. Its penetration into Walmart, other retailers and OEMs have gain more market shares. Most important of all is that the market size continues to grow rapidly. More and more devices like mp3 players and [...]

I guess now we are going to talk about oil going above $80, $90, and $100… I think the most important question is that how will the economy be affected. Will people start altering their spending habit to pay for the higher gasoline price? The answer is no. People will continue [...]

There’s been a lot of talk about September and October been very bad months for the stock market. I think we should take a contrarian view this year because the anticipation of being bad and the pull back has already occurred in August. I will be putting some money back to work this [...]

Retail clothing stocks have been hit hard this month. This sell off is due to worries about slowing economy and maybe going into recession. I believe this pull back create some great opportunity for us to pick up some of the good retailers like Chico FAS and Abercrombie & Fitch. Both companies [...]

I’ve decided to try Netflix and see if the service is really great. After a couple months of using the service, I found it be hassle free, fast delivery, and great selections. With that said, I’m cancelling my membership for two reasons.
1. With the 3 DVD plan, I’m forcing myself to watch more [...]

Marvell Technologies reported another good quarter, but is it too expensive to buy.

There are too much skepticism and concerns to represent the top

I’ve just posted my investment picks

Everybody is worrying about oil and wondering how high it is going to go.

Home builders have pull back sharply due to worry about comment from National Assoication of Realtors

The war in China is getting heated

Rumor around Wall Street is that Cisco Systems Inc. is considering buying Nokia to get a hold of its wireless network technology. Cisco, the largest maker of Internet equipment, is worth about $123 billion, while Nokia’s market value is around $71 billion.
Cisco will be reporting its earnings after market close on Tuesday.

The market is worry about Inflation, Interest, and Energy.

Use pull back to add to your stock positions.

An easier way to invest in oil.

With Walmart out of the way, it is time to buy NFLX.

Should we buy goog right now? Not yet.