ARKR hits our stop
Email – #32
**ARKR hits our stop
Dear Reader,
This week’s extremely volatile market has claimed our first stopped-out Alpha Bulldog, Ark Restaurants (OTC:ARKR), which closed Thursday at 13.40, below our stop price of 13.80.
To some extent that’s the result of not adjusting stops for dividends; the $1 dividend dropped the price more than 5%. Nevertheless [...]
Data shows that Asian GDPs dwarf the US exactly as we’ve said they would and the profits continue to mount up
Dear Reader,
Data shows that Asian GDPs dwarf the US exactly as we’ve said they would and the profits continue to mount up
Economic growth and money flows in Asia have been consistently increasing over the last four decades at rates that dwarf the credit impaired U.S exactly as we said they would and that further reinforces [...]
China and Taiwan to form trade pact that will increase profits
Email – #68
Dear Reader,
China and Taiwan to form trade pact that will increase profits
On October 25, 2009, officials from mainland China and Taiwan agreed to begin formal talks on signing an economic cooperation agreement by the end of this year. What they are proposing is the beginning of what could be an Asia -Union, similar [...]
Geiger Says Close down the SNDA Trade Because of Unusual Trading Activity
Email – #67
Dear Reader,
Geiger Says Close down the SNDA Trade Because of Unusual Trading Activity
Wednesday’s trading activity of Shanda Interactive Entertainment (SNDA) sent up some serious red flags, and the Geiger is suggesting we exit the trade now.
Here’s what to do: Buy to close “SNDA- Dec ‘09 $35 put (QKUXG) for $0.85 or less limit [...]
Data shows that Asian GDPs dwarf the US exactly as we’ve said they would and the profits continue to mount up
Dear Reader,
Data shows that Asian GDPs dwarf the US exactly as we’ve said they would and the profits continue to mount up
Economic growth and money flows in Asia have been consistently increasing over the last four decades at rates that dwarf the credit impaired U.S exactly as we said they would and that further reinforces [...]
Pick up another Alpha Bulldog in Energy
Email – #31
**Pick up another Alpha Bulldog in Energy
Dear Reader,
The market reversed its recent gains and was down about 4% this week, with a sharp sell-off Monday, as were our Alpha Bulldogs. The new Play-Money Commodities Portfolio matched the market, as commodities prices sold off their recent peaks. On the other hand our hedges in [...]
Rockwood Holdings (NYSE: ROC) reported strongly on Monday and beat expectations nicely – full steam ahead.
Email – #294
**Rockwood Holdings (NYSE: ROC) reported strongly on Monday and beat expectations nicely – full steam ahead.
Dear Reader,
Rockwood Holdings (ROC) reported earnings yesterday that handily beat estimates both bottom and top line. They reported adjusted EPS of 0.19 cents, which were 4 cents better than expected and net sales were down only some 10% [...]
New Report Sees China’s GDP Growing at 10.6% in Q4
Email – #220
Dear Reader,
New Report Sees China’s GDP Growing at 10.6% in Q4
Why are we not surprised?
According to the Langrun Forecast released last Saturday at the China Center for Economic Research (CCER) of Peking University, China’s GDP is forecasted to grow 10.6% in the fourth quarter of 2009. The report went on to predict that [...]
It’s time to cancel our EDU order
Email – #66
Dear Reader,
It’s time to cancel our EDU order
It’s time to abandon last week’s New Oriental Education & Technology Group (EDU) trade.
Last week’s volatile response to EDU’s earning disappointment gave us a great chance to quickly capitalize on Wall Street’s over-reaction – but in the end we just weren’t quite quick enough. By the [...]
Getting set to take advantage of new entry opportunities
Email – #293
**Getting set to take advantage of new entry opportunities
Dear Reader,
I am half way through my comprehensive review of emerging economies. This is where most of the action is, by mere fact that growth in these economies will accelerate strongly in 2010, just like my forecast at the beginning of the year.
In emerging [...]
