Sell XING Now at Market
Email – #27
Dear Reader,
We have hit our trailing stop on Qiao Xing Universal Telephone (Nasdaq:XING) and will be exiting the position. In order to protect your profits, sell XING now at market. I will follow up with an analysis this week.
Action to take: Sell Qiao Xing Universal Telephone (Nasdaq:XING) at market.
Enjoy and Profit,
Horacio Márquez
We Jump on the Turnaround of the Microchip Cycle Ahead of the Surge in Demand
Email – #80
Dear Reader,
The Advanced Micro Devices (NYSE:AMD) stock has been a disaster since it peaked a year ago at around $42 per share. It has lost about two-thirds of its value as the PC cycle came to a saturation and the lack of exciting new products took its toll: Lackluster sales of PCs ended [...]
We Remain Patiently Disciplined
Email – #26
Dear Reader,
Our plays in iShares FTSE/Xinhua China 24 Index (NYSE:FXI) and PetroChina (NYSE:PTR) keep consolidating at their current levels as the markets are closed in China for the lunar year.
Although PetroChina is lagging today, the oil sector has rallied nicely with the confluence of many events that are very supportive of energy prices:
Massive [...]
A Good Week for the Market and Some of Our Picks
Email – #25
Dear Reader,
As we anticipated, the U.S. Treasury refunding did marvelously well, and Ben Bernanke told us that inflation is abating. The economy is strong, and the weakness in housing and autos is NOT spreading to the rest of the economy.
Today, we also saw U.S. housing starts plummet to 10-year lows. If housing starts [...]
A Quick Update and A Note on Silicon Image
Email – #78
Dear Reader,
This morning, we see that our BHP Billiton (NYSE:BHP) is rumored to be bidding, in competition with arch-rival Rio Tinto (NYSE:RTP), for Alcoa (NYSE:AA). A successful bid would allow either company for very strong synergies in capturing more value in the production value chain, and thus the three names are trading up. [...]
While XING Breaks Through $17, G7 and Iran Dictate A Pause in the Market
Email – #24
Dear Reader,
The all-important U.S. Treasury refunding looked like a walk in the park. All the new issues were very well bid.
Though many Fed directors today reminded us that inflation risks remain, price action in bonds has been very positive, with yields falling. This trend should continue, so bond traders should feel free to [...]
The U.S. Treasury Refunding Was A Success – And We Add More Tech
Email – #77
Dear Reader,
The U.S. stock market was consolidating sideways in the last few days, waiting to see if the critical 10-year U.S. Treasury bond issue would go well.
Following a screamingly successful three-year auction on Tuesday, the 10-year did very well. And today’s 30-year auction was solidly placed. It helped a lot to see the [...]
Still on Hold For Next Week’s U.S. Treasury Refunding
Email – #76
Dear Reader,
I am attending our Oxford Club offshore chapter meetings. Between working on research, presentations, and discussing the markets with peers and members alike, I have been unable to visit the pool or the sea. However, if there was a week to be away from my normal geography (my daily routine barely changes [...]
Still on Hold for the U.S. Treasury Refunding
Email – #23
Dear Reader,
I am in our Cancun Oxford Club offshore chapter meetings, enjoying thorough discussions on markets and stocks with some of our members and my peers. I have been engaged in these matters or working in my room, unable to make use of the multi-tone blue sea and pools that tempt my views [...]
Issues 020107
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