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- Check our Buy on BBY, we raised our entry price.
- AAPL hit a homerun on earnings. The stock hit 99 in post-market trading. Tomorrow should be a strong day. If you are not a long term holder, anything above 103 is a good short term play. However, you will be disappointed long term. You may or may not get another chance to get in the low to mid 90s.
- 3 days doesn't make a base on AMD. However, if we get a few days of playing off of 18 we may average down.
- We have promised another buy for a while and we are thinking the Friday market is just what we need. Stay tuned!
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- Demand for the website has been overwhelming. In fact, it has surpassed all of our expectations. So, this week we are moving our servers to a new colocation facility in order to improve capacity and performance. Feedback from some of you has indicated this is an issue. We do not expect any significant downtime, but your patience is appreciated.
- Speaking of patience, some of our open orders are getting closer, which only validates some of our strategies. Remember, reserve some of your capital for each position to average up and down holding over long term.
- We expect to have 15 to 25 open positions eventually. Portfolio will fluctuate as we trade in and out of positions.
- Still planning on some additional buys this week.
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- AMD is still a long term hold in our portfolio. We are still considering what our buy will be as we are analyzing where the bottom will end up. The fundamentals of this company are still strong and we continue to like it for the long term. See the article of the day to see what we mean.
- All of our positions continue to perform beautifully.
- Our open orders are not performing as well as we expected. For instance, as soon as we found COO as a great buy, so did everyone else. We may not get in COO now, but we will keep it open just in case.
- We expect to issue 1 or 2 more buys this week depending on market conditions. We will keep you informed.
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- Sorry for missing the newsletter yesterday. We will not do this often, but sometimes there is just not anything to say or add, but not very often.
- Our positions are performing well. You should have been out of PALM at open at 13.96.
- Our buy add on NYX is getting away from us, but we will keep it open in case it every comes back down.
- We were right ahead of some instiutions on COO, but we picked a price too low. Our mistake. We make them.
- We are opening a buy on Pfizer. Undervalued, and forward looking even more undervalued. This stock meets all of our criteria.
- More picks coming. When the market finally does show signs of reversing we hope to show off our bear market skills also, but we are fine with it going up too :) Everyone knows it cannot do this forever though. When you listen to Buffet talk about how he wish he sold Coca Cola at 80 that tells it all. Cycles, fundamentals, and probabilities.
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- So, you have probably figured out by now that we are not a daily stock picking service, or even a swing trader newsletter. We mean what we say in our description, we are trying to do something new. Combining the focused investing approach of Buffet, Graham, Lynch, and others, and some of the technical analysis of trading, we are trying to create a trading method that invests in companies and people. Not rolling dice. Buffet is very clear that 5 yrs+ is the minimum horizon for focused investing, but even he will sell before then if the fundamentals, management or underlyiing basics change. Same here, although if our focused investing approach leads us to a short term gain, great!
- NYX may trend back down now. May be a great opportunity to get in in 90s again sometime in next 10 days. We are holding, but if you want to take some or all of your profits off the table, now may be a good time. No one can predict exactly what will happen in any market btw, but simple trend analysis shows a probability worth observing.
- Some of our open orders are getting close. We love when we are about to get some stocks on sale.
- We are going to sell Palm for a small gain. Long term, the new Treo 680 won't be able to compete with the new iPhone from what we saw today. If you have not checked out the iPhone from Apple, check it out and you will know why we are going to hold this position for a while.
- If you see us exit a lot of our positions, and then go back in a few days later, we are just playing the correction; if it comes, once again no one knows the future. The total yield of the portfolio will be higher this way.
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