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Sell XING Now At Market

Tuesday, February 27, 2007By Horacio Marquez
Email – #27
** Sell XING Now At Market
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 [...]


We Jump on the Turnaround of the Microchip Cycle Ahead of the Surge in Demand

The Money Moves AlertMonday, February 26, 2007By Horacio Marquez
Email – #80
** We Jump on the Turnaround of the Microchip Cycle Ahead of the Surge in Demand
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 [...]


Portfolio Update

Friday, February 23, 2007By Horacio Marquez
Email – #26
** Portfolio Update
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 [...]


Portfolio Update

Friday, February 16, 2007By Horacio Marquez
Email – #25
** Portfolio Update
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 [...]


A Quick Update, And A Detailed Note On Silicon Image

The Money Moves AlertTuesday, February 13, 2007By Horacio Marquez
Email – #78
** A Quick Update, And A Detailed Note On Silicon Image
This morning, we see that our BHP Billiton (NYSE: BHP) is rumored to be bidding, in competition with archrival Rio Tinto (NYSE: RTP), for Alcoa (NYSE: AA). A successful bid would allow either company for [...]


While XING Breaks Through $17, G7 and Iran Dictate A Pause In The Market

Friday, February 9, 2007By Horacio MarquezEmail – #24
**
While XING Breaks Through $17, G7 and Iran Dictate A Pause In The Market
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 [...]


The U.S. Treasury Refunding Was A Success – And We Add More Tech

The Money Moves AlertThursday, February 8, 2007By Horacio Marquez
Email – #77
** The U.S. Treasury Refunding Was A Success – And We Add More Tech
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 3-year auction [...]


Still On Hold For Next Week's U.S. Treasury Refunding

The Money Moves AlertFebruary 2, 2007By Horacio Marquez
Email – #76
** Still On Hold For Next Week’s U.S. Treasury Refunding
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 [...]


Still on hold for the U.S. Treasury Refunding

The New China TraderFriday, February, 2, 2007By Horacio Marquez
Email – #23
** Still on hold for the U.S. Treasury Refunding
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, [...]


Issues 020107

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