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Passion for Stocks and Life: May 2010
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Passion for Stocks and Life. Focus on cyclicals.focus on 1 to 6 months. Thursday, May 27, 2010. Retailers' Outlook in the Second Half. Earnings report cards of retailers so far this year have been upbeat. In the last quarter, about two-thirds of the nation's retailers' earnings topped analysts' expectations, with profits up 26% on average from a year earlier, according to Thomson Reuters. To name a few. [Click on the diagram below to enlarge it]. Can this be sustainable? 2 Expected increase in inventory ...
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Passion for Stocks and Life: April 2010
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Passion for Stocks and Life. Focus on cyclicals.focus on 1 to 6 months. Tuesday, April 27, 2010. Ford's upbeat results and cautious outlook. While the auto giant swung to a $2.1 billion profit for the first quarter of 2010 from a loss of $1.43 billion for the same period last year, the stock price of company took a hit together with the rest of the market today. Underneath the upbeat results is a toned down outlook by both the management and analysts. As written in " Ford delivers $2.1bn net profit.
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Passion for Stocks and Life: October 2010
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Passion for Stocks and Life. Focus on cyclicals.focus on 1 to 6 months. Friday, October 29, 2010. 3 Cases for DECK. Deckers Outdoor Corporation (DECK), the shoemaker that makes the "ugly shoes", UGG, just announced a stellar earnings report. 1 The Lure of UGG. UGG has demonstrated years of double digit growth. In the third quarter, UGG has once again turned in a 20% year-over-year growth. Well, one could very well argue that it is unrealistic to expect double digit growth forever. Granted thi...Given tha...
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Passion for Stocks and Life: 3 cases for DANG
http://cocacolabuffet.blogspot.com/2012/02/3-cases-for-dang.html
Passion for Stocks and Life. Focus on cyclicals.focus on 1 to 6 months. Friday, February 3, 2012. 3 cases for DANG. Coined as "Amazon of China", the Chinese B2C company, Dangdang ( DANG. That was barely $5 at the start of the year, soared by 70% to as high as $8.50 before it retreated to $7 toward the end of January. There were many non- DANG. Has some merits to itself. These may not merit a 70% run in less than a month but they may merit a much higher valuation in 12 months than what it is now. One of t...
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Passion for Stocks and Life: August 2010
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Passion for Stocks and Life. Focus on cyclicals.focus on 1 to 6 months. Sunday, August 15, 2010. Chris Botti and Yo-Yo Ma - Cinema Paradiso. The weather in New York is cooling down. It makes people wanna dance. This classic “Cinema Paradiso" was introduced me by a very gifted individual stock trader. Wish him all the best thousands of miles away. Links to this post. Wednesday, August 11, 2010. Health Care Reform Part I. How will it affect consumers? Although it is a blessing to consumers, the actual cost...