AOB SSRX
Just glanced at it, SSRX The PE looks high and there are some figures that look bad. Let’s dig. For the third quarter 2008, 3SBio expects total net revenues of approximately RMB68.2 million (US$10.0 million), representing an increase of 21.6% over the third quarter 2007. For the same period, 3SBio expects to recognize a one-time [...]
Happy Holidays
Hey, I haven’t written anything lately cause not much has changed. If you want to play the January effect, it should happen, but not for the same reasons that it used to. It’s probably just going to happen cause the small tech sector is significantly oversold. Expect to see a self fulfilling prophecy. Also, Oil [...]
BAC
Bank of America – Now is a good time to buy January 2011 Calls on BAC. Also, expect to see HIG beat the market this next week. It’s at $14.59, $20 sounds good. I expect $25. I expect it to be a lot like Citigroup, C. These ideas are not like my Buffet ideas. But, [...]
Barrel of Oil
Hey, in case you read my last post on the price of a barrel of oil, I now would like to revise my last statement. It’s going to fall. The countries producing it are fighting and OPEC doesnt seem to have much control over supply.. so they’re going to keep production as it is. $50 [...]
PRSC
opportunity of a lifetime? “Analysts and others speculating that we’ll violate our covenants” “Most of this is the result of incorrect calculations” “Historically speaking, recessions are favorable for us” Looking at this, the earnings grow at about 12% and earnings have been growing at 40% year over year. It’s priced to shrink. This Last quarter [...]
STRA, FDS
Data Triumphs EducationbyGlen Bradford I thought it would be difficult to find overpriced companies. I was wrong. Even in an environment like this — I was able to find people paying more than they should for stability. It’s like buying ice cream in the middle of winter and expecting the demand to increase in the [...]
The Pursuit
Wall Street is known for taking the brightest of minds and curb stomping their faces on the patio out back. In the past 3 months I’ve learned a lot about the dynamics of the stock market amidst one of the largest crashes we’ve ever seen. Especially, how accelerations in price evaluations can be expected in [...]
Reasons to buy
Happy Thanksgiving! Right now might not be the greatest time to buy since the market’s been leaping off it’s bottom. I think there’s still room for downside — but I’m fully leveraged up, as I have leveraged up at 9000, 8500, and 8000 — leaving one more opportunity to leverage up at 7000 (which is [...]
My Call Stocks
Half Down! Let’s make 100% to break-even! Just For the record, In case you can’t read my main holdings changes by looking at my Validation pictures, here’s my open positions. I figure — I’ll list them and discuss them afterwords. Quantity/Ticker/Strike Price I could only get BEAV for April 2008April 20092 BEAV 25, 2 BEAV [...]