Posts by: Horacio Marquez

Please Log In
Type your username and password into the form below.

Username

Password

Log In | Lost Your Password?

Email – #312
Urgent: Buy Fibria (NYSE: FBR) Today
Dear Reader,
Fibria is the global leader in market pulp. The company is the product of the merger between Brazilian producer Aracruz, the world market leader, and its close Brazilian follower, Grupo Votorantim. We played this merger beautifully last year, as we went into Aracruz before it was consummated, [...]

Email – #311
The Sell-Off Will Give Us a Great Re-Entry Opportunity

Dear Reader,
Markets do not turn on Fridays. And this past Friday, we got more of the same downward drift that we have been seeing. Since we pretty much took all of our profits ahead of this, with the exception of two stocks, I am not [...]

Email – 310
Corning Beats the Street on All Fronts – Stay Long

Dear Reader,
Despite beating on all fronts and giving strong guidance, Corning’ stock sold off after the report and was weak during the day. The sell-off was due to market weakness, rather than Corning’s specific issues. It was only later in the day that buyers [...]

Email – 309

Markets Adjust, Corning Prepares to Report Earnings
Dear Reader,
A little over a week ago, I outlined how riding the sugar high could be very profitable. And I still believe that there are opportunities. But the view has been recently tempered more toward Mohamed El-Erian’s “need for structural reform” call. (The question over Bernanke’s nomination [...]

Email – #308
**Urgent trade recommendation:
Dear Reader,
We hit our stop-loss limit in our Brazilian stock market ETF: the iShares MSCI Brazil Index (NYSE: EWZ)
Sell your shares at market for a small loss. We will re-enter this position at a later date.
More information will be forthcoming later.

Enjoy and profit,

Horacio Marquez

Email – #307
Dear Reader,
Consumers are feeling better and credit delinquencies are already falling, even though charge-offs are still increasing. JPMorgan’s report was fine, and Intel beat as well. In addition, inflation still does not show any strength yet, even though the trend is up.
Also, December industrial production was up another 0.6%, like last month, and [...]

Email – #306
Dear Reader,
We have hit our trailing stops in Fibria (NYSE: FBR).
Sell at market and capture a 40% gain. We will re-enter the position at a later date.
Additional analysis will be forthcoming later today.
Enjoy and profit,

Horacio Marquez

Please Log In
Type your username and password into the form below.

Username

Password

Log In | Lost Your Password?

Email – #304
Dear Reader,
We are closing a strong trading year on an upswing. Our current positions, none of which is older than three months, are up 29% on average. Our latest addition, Corning (NYSE:GLW), is up 7% in a couple of weeks.
Including the prior batch of three conservative mid-year positions, which yielded almost 9% on [...]