Our Tech Plays Are Well on Their Way, While the Rest of the Market Corrects
The Money Moves Alert Tuesday, July 31, 2007 By Horacio Marquez
Email – #109
** Our Tech Plays Are Well on Their Way, While the Rest of the Market Corrects
I am back from our Agora Financial Conference in Vancouver, where I had the pleasure of presenting in front of a packed crowd to discuss the [...]
XING and China GrenTech
Tuesday, July 31, 2007By Horacio Marquez
Email – #55
** XING and China GrenTech
I am back from our Agora Financial Conference in Vancouver, which was a resounding success. Every session was packed with avid investors and top-quality speakers. I had the opportunity to meet many of you and discuss market developments in private with some of my [...]
Portfolio clean-up day: We take profits in some technically challenged plays
The Money Moves AlertWednesday, July 18, 2007By Horacio Marquez
Email – #108
** Portfolio clean-up day: We take profits in some technically challenged plays
High oil prices are very damaging to Japan, which lacks oil. In addition, even though we are bullish on Japan longer term, we have been sitting on some 25% profits, with only noise to [...]
Urgent Alert
The Money Moves AlertWednesday, July 18, 2007By Horacio Marquez
Email – #107
** Urgent Alert
I will follow up shortly with an analysis of our portfolio.
In the meantime, here are my recommendations.
Recommendations:
Sell iShares MSCI Malaysia Index Fund (NYSE: EWM) at market.
Sell iShares Japan Fund (NYSE: EWJ) at market.
Sell China Mobile (NYSE: CHL) at market.
Enjoy and Profit
Horacio Marquez
All Money [...]
XING and China GrenTech
Wednesday, July 18, 2007By Horacio Marquez
Email – #54
** XING and China GrenTech
Today, we’re going to look at two companies in our portfolio that have seen recent market action. Lets start with China GrenTech.
China GrenTech – Two pre-IPO Investors Sell in a Secondary Offering
Two core investors of China GrenTech (Nasdaq: GRRF), Actis China and Standard Chartered [...]
Take Profits in Peabody Energy…
The Money Moves AlertMonday, July 16, 2007By Horacio Marquez
Email – #106
** Take Profits in Peabody Energy…
Peabody Energy (NYSE: BTU) breached a technical support level and our internal, unpublished trailing stop loss for this stock. Even though we like the fundamentals for the company (for the second half and long term), the performance of this stock [...]
The Tech Rally Is Confirmed and AMD Breaks Out
The Money Moves AlertFriday, July 13, 2007By Horacio Marquez
Email – #105
** The Tech Rally Is Confirmed and AMD Breaks Out
Last week, I wrote:
I am seeing some opportunities develop for entry into ‘forgotten’ names. This is especially true in technology, which has lagged the market after many years of digesting the over-investment boom of 2000. Going [...]
Our Pick Qiao Xing Universal Telephone Is Up ONLY 13% today
Friday, July 13, 2007By Horacio Marquez
Email – #53
** Our Pick Qiao Xing Universal Telephone Is Up ONLY 13% today
Once more, the doubters in the stock had been shorting it left and right in order to try to get holders to exit and take losses. Today is the beginning of their demise.
With China Mobile rallying with [...]
Urgent Alert
Friday, July 13, 2007By Horacio Marquez
Email – #52
** Urgent Alert
I will follow up shortly with an analysis of our portfolio.
In the meantime, here are my recommendations.
Actions to Take:
Sell PetroChina (NYSE: PTR) at market.
Feel free to add to our China tech plays: XING and GRRF .
Aggressive investors should consider the XING September 2007 $15 calls (QAE-IC). [...]
Sell CTRP
Monday, July 9, 2007By Horacio Marquez
Email – #51
** Sell CTRIP
Even though we still love this name longer term, technical levels and valuation dictate that we take short-term profits in our shares and call options, where we are up some 17% and 106% respectively in a month. We may re-enter at a later date.
Recommendations:
Sell CTRIP.COM (Nasdaq: [...]
