Tuesday, May 15, 2007

CPI index is really benign

All eyes for the rate cut, rate cut. Bonds got sell off. This is the good news for market. Once we see the rate cut, Market will rally huge. Currently, according to the central bank overnight borrowing rate, it could be september that we can see the first rate cut.

MR breakout with in-line earning.

HTLD assigns special dividend, pumping the stock for 10%.
It is recently added to IBD TOP 100 with strong earning.

GM remains strong, another 4% increase (total 8% ) after we mentioned on Last Friday.

34 comments:

Carol said...

MR is good, qianhu is good, haha

Metronic said...

hehe, what is your id?

bobby said...

MR's numbers came out better than my expectation. I bought 200 shares AH after I read the PR. Good MR.

Also bought RS today for my IRA account today. Plan to hold it for 6-12 months with a target of 78 (that would be about 25% gain). On the down side, will cut loss at -8%. Hehe. Let's see how this goes.

Carol said...

Sigh, I am Carol, hehe. Try to set up a blog, but didn't like it. However got myself stucked with this Just for Fun nick, 5555

bobby said...

haha, 这么老实,一诈唬你就出来了。I thought you are fanzhi first.

Carol said...

AH,你们咋都爱欺负厚道老实人,5555。不过反指是好娃~~

Metronic said...

hehe cong to Bobby.
RS's target is quite conservative, $82. You see, steel sector is currently the no.1 leading sector. MR is quite good, I recomend my friend to buy ahead of ER. and he is smiling now.hehe

Metronic said...

hehe, Carol ah?
you neeed to change your nick. It is quite simple to do this. Just in your blog setup, change your nick. that is it.

Metronic said...

haha, fanzhi is good I think.
all of you are good.

Carol said...

Hehe, got it changed back, hia hia, thx Qianhu!

"I recomend my friend to buy ahead of ER. and he is smiling now.hehe"

Key Word:" Be qianhu's friend, you will always be smiling"

Metronic said...

not necessary, also under strong pressure. For Example, those who have purchased SBUX as I did, am experiencing big pressure now as it broke its support yesterday with big volume. This is not good for people who has no patience.

bobby said...

fanzhi must be mad today. He could have made 3000 more if he kept his calls. I feel 不安 thinking maybe my post had an influence on him. Sigh.

Metronic said...

his call on MR?

Carol said...

I am holding SBUX and also just bought coffee and cookie from them. You already said this is long term investment, so I would not worry at all. And I think like PaoPao said, don't build a big position when you are longing, build slowly and buy on dip.

bobby said...

哎,庸人自扰。EVERY trade has its inherent risk no matter who recommended it or I made the decision myself. It is absolutely not necessary to be under strong pressure. For me, I feel very lucky to be able to discuss and learn from you. I learned a lot from your calmness and analytic perspectives. And the bottom line, I know I can trust you because you are a good person.
Keep going.

Metronic said...

ya, Carol
that is true. I will keep holding SBUX. Its cash inflow is there, no matter whether the expansion slow down or now. :)

Carol said...

What's your ID ah, bobby? My turn to ask, hiahia

Metronic said...

Thanks Bobby,
hehe, sometimes I just want people to make money from recommendation. :)

Carol said...

QQ, we are writing at the same time, haha

Metronic said...

ha,I saw that.

and GM is stronger than I expect.

Carol said...

I am not sure about GM. One of my Shixiong works there, not really impressed.

bobby said...

My ID? hehe, 打死也不说。
About SBUX, as I said, currently you are in the minority group. According to Robin's 搏傻论, you cannot expect a gain in the short term.
However, the greatest value investors often find themselves in the minority group. So...

Unknown said...

haha,我这么老实的人,怎么会冒用别人的名字呢,千户你说是不是,hiahia

Metronic said...

carol,
we are not talking long term fro GM but short term. My original post:

"Normally as volatility increase, consumer stapler and consumer discretionary sector could outperform. Especially consumer discretionary hasn't made a new high, giving us a contrarian play chance. The consumer discretionary spending sector involves some interesting stock groups, and brand names and, in my view, some of the best opportunities to grow your personal wealth. This is a sector that most people can relate to.
The key stocks in this sector are Dow 30 components, Disney (DIS), General Motors (GM), Home Depot (HD) and McDonalds (MCD).
On friday, the money flow into Chipotle Mexican Grill (CMG) and Buffalo Wild Wings, (BWLD) two restaurant stocks may tell us this sector will start to play soon"

it is a contrarian play. hehe

Metronic said...

hehe, fanzhi
you misused my id,heihei.
All right, I gotta study .
enjoy for today.
GM ,MCD and others consumer discretionary really hold market today.

Unknown said...

about my MR option, 我觉得还是不赌er对。毕竟原来的计划就是不赌,按照kittybaby JJ说的,按照正确的plan赚钱,比没有按照plan赚钱要好 :)

Carol said...

I am newbie, no play play any more. Not sure about MR, no play play. High hand plan swing, high high hand play DT, High^n play hold and buy, I am underwater turtle, watching and watching.

Carol said...

QQ 你的watchlist是绿的?幸福啊~~

Metronic said...

hehe, my hsc is green.:)

Unknown said...

哈哈,现在EDU的扑可赚大了,打倒玉米糊 :)

Metronic said...

yes, PUT edu is quite nice play.

Carol said...

你的blog太火爆了,今天本来想起来想回去看看前边的一篇文章,死活翻了半天没找到,哭死。555

Unknown said...

好,以后每天来这里灌水,哈哈。

Metronic said...

hehe carol,
that is why I put a google search bar there ah?
as long as you remember the key word, use goog bar.