Leopard Strategy - Siyu's Hybrid Stock Pick

2010-02-28T11:23:00.008-05:00

Update May10, WFMI

2007-05-10T11:55:00.000-04:00

Most of you know I haven't yet bought anything for a long time. I have a long watchlist, and none of them appears to be a value play for the last 3 months.Today, one of my all time favorites - Whole Foods (WFMI) jumps out. It suddenly went down over 10%, currently about $40.50. I just quickly checked out the triggers - lower profit due to new store openings, and potential difficult in getting

A quick notes

2007-04-26T23:36:00.000-04:00

Just a quick note to say hello to my regular readers, it has been a month since my last post. My wife and I went on a 10 days trip to Europe, including Berlin, Prague and Vienna, for our 6th wedding anniversary. It is good to be away for a while. We enjoyed it very much.The market couldn't be stronger - quite opposite to my prediction. I am still holding whatever I have a month ago. I have no

Jake, way to go.

2007-03-27T23:24:00.000-04:00

Has been a while since my last post. Quite immediately after my 2 recent trades (Sell ASFI and PALM), both stock had a strong ride - up about 30% - 40% in 2 months. My bad. I had a solid analysis (see here and here), bought at a low price, and set a reasonable target price ($18 for PALM, $40 for ASFI), but changed the mind and sold way too early with little profit.I hope you had followed my

A quick Portfolio Review

2007-03-07T23:41:00.000-05:00

A quick review starts from recent trading activities - I sold the remaining 1/3 RICK at $9.75 (bought at $6.6) , sold ASFI at $34.70 (bought at $32.30), and sold ESLR at $10.00 (bought at $7.7) recently, and here is my current holdings:Holdings:Large Cap (>10B): COPSmall Cap (<100m): MMG, UTK, DAGMMedium Cap (anything in between): OVTI, NTE, SCSSOthers: QIDRegarding PALM, it had an amazing ride,

The Fall

2007-02-28T00:25:00.000-05:00

I was, for the moment at 3pm yesterday, looking at the index board (our office has these electronic board hanging on the wall), and witnessed the 200 points fall in a matter of seconds. I do agree with this article that it may be caused by a system glitch. However, the Fall is real for the trading day...No intention to do "I said/warned so...", but on the record, In my recent portfolio review

Year of Golden Pig, RICK and Jae

2007-02-24T11:55:00.000-05:00

2007, year of Golden Pig, which symbolizes good luck and wealth, occurs once every 60 years. I wish you a happy new year. (comes later, last Saturday was the new year eve)First, let me review one of my recent transactions. I sold PALM (Palm) after Apple announces its iPhone entry into smartphone market, and bought ASFI (Asta Funding) as one of my picks in my Year 2007 Outlook Series.Both had a

A quick portfolio overview

2007-02-12T22:46:00.000-05:00

A quite volatile day on my portfolio.Both NTE and MMG are down over 5%, while RICK, ASFI, DAGM and OVTI are up over 5% today. This is the beauty of diversity, despite 2 disappointments, my portoflio hold well in an otherwise pretty weak market today.Let us take a moment to review all my stocks in my investment portfolio, and some recent transactions.Holdings:Large Cap (>10B): COPSmall Cap (<100m)

Sold PALM, Bought ASFI

2007-01-31T12:19:00.000-05:00

I just recommended PALM a few weeks ago, and my regular blog readers know that I usually will buy in and stay put for at least a few months. So why I am selling now?It is because of Apple. If you haven't watched Steve Jobs's keynotes 2007 about iPhone, go ahead and watch it. I noticed there are quite a handful of doubts on iPhone out there, I don't. iPhone has all the features that most users

Outlook 2007 - Part III - Debt Collection (ASFI)

2007-01-15T15:15:00.000-05:00

Today, I will discuss my second investment idea for 2007 - Financial Industry / Debt Sector. US consumers are generally under financial presure, and this plays a defensive hand if my overall economy prediction above turns to be true in 2007.The backdrop of this idea is US, the country as a whole, as well as its citizens will be facing unprecedented financial pressure. You can find some details

Investment Outlook 2007 - Part II - Energy (APA, CHK...)

2007-01-02T14:28:00.000-05:00

Let us review a part of my first investment idea for 2007 - energy: Invest Energy (e.g. Crude Oil), and Precious Metal Sector when price fluctuates.Before we dig into individual stocks, let's look at the following numbers to get a better understanding about the oil/gas industry. (numbers are quoted from BP Statistic Review of World Energy, a must read if you're interested in energy industry)

Investment Outlook 2007 - Part I

2007-01-01T08:33:00.000-05:00

I am mapping out my 2007 investment framework. A long shot, but planning before execution is vital to success, in my opinion.To begin with, this is not Dow/S&P index prediction for 2007. There are a handful of them, BusinessWeek for example, if you're interested. I have no clue where those indexes will settle in a year. And the truth is, the overall market trend is determined by many dynamic

RICK, New Year 2007

2006-12-30T23:49:00.000-05:00

To a few of you who recently concerned about RICK, I hope you had held tight, and enjoyed +20% ride in the last week. Recommending at $5.8 in my last post, I also bought an extra 1/2 unit, that is 20% profit, not bad for the last week of 2006.RICK posted a good fiscal 2006 report, with a promising future outlook. In short, this is a company with P/E less than 20, and with exponential growth

Portfolio Review and a Stock Idea - PNRA

2006-12-21T23:13:00.000-05:00

It has been 2 weeks since I wrote the last post. My family spent last weekend in Boston, visited our friends there, a lot of fun and great weather. I had a stock idea sparked from the trip, I will leave it to the end:-)A quick trading activities review for the last 2 weeks - I sold half NTE, sold remaining 1/3 IGLD, and bought PALM and RICK (Yes, RICK again), and here is my latest portfolio

Palm - Part II

2006-12-09T13:49:00.000-05:00

This is the second part of Palm (PALM) analysis. Note that during the week, I bought another 1/2 unit Palm (PALM) at $14.40. (I vote with my money)FinancialClosed at $14.54 on Friday, Palm is a 1.5B market cap company. Looking into its balance sheet, it has a good solid 760Million assets, including 500+M cash or cash equivalent and 260M deferred long term assets, which is the operating loss that

PALM - Part I

2006-12-05T23:47:00.000-05:00

I have a lot of respects for those companies that had a sucessful product before, then was defeated by others, and finally turned around after a few years with a new product and won the market again. I call them 2nd-time front runner.Being a 2nd-time front runner isn't easy - those companies usually have visionary and determined leaders, disciplined strategy, strong belief in their ideas and

Revisit Select Comfort (SCSS)

2006-12-01T23:25:00.000-05:00

Select Comfort (SCSS), one of my favorites in the portfolio, plunged over 18% on Thursday (hurts!) after an projected earning adjustment from $0.95 - $0.97 per share for 2006 to $0.80 - $0.87, citing its bed sales associations with weak house market. Reading the same filing, the management remains confident to deliver its long-term growth rate in 2007.A substantial adjustment like this from SCSS

Sold NTE, bought PALM, and COP

2006-11-29T22:34:00.000-05:00

I sold half my position in Nam Tai Electronics (NTE) at $16.37 today, and bought Palm (PALM) at $14.08. I continue to balance my portfolio allocation at 50% cash and 50% equity.NTE has a good ride, and go up over 30% since Sep. I have a uncertain feeling on this stock now - and decide to unload half of my position with a small loss (i bought around $17). I am very excited about the opportunity

A Tiny Gem - DAGM

2006-11-27T21:15:00.000-05:00

Mentioned in the last post that I have 2 exciting stock ideas to do further research and share with you. One of them is DAGM - DAG Media. It is a micro-cap $5.7 million company, which is by far the smallest one I have ever interested in. (Interested to know if you ever bought something smaller than this, and share with us the experience)It is in Yellow Page/Publish Directory business,

IGLD and RICK

2006-11-24T15:31:00.000-05:00

Sold 2/3 IGLD at average $9.70 this week, with over 80% profit in a few months. (thanks for introducing this stock to me, Jaewoo). In the meantime, I doubled my position in RICK at $6.72 - it is the largest holding in my portfolio now, with the average cost at around $6.60.If you haven't yet bought RICK, do your study, and take actions now! You simply won't have that many chances. It is a fast

MSFT Review and Portfolio Overview

2006-11-14T23:56:00.000-05:00

I recommended Microsoft (MSFT) on Apr30, 2006's post, when it was closed at 24.15. I considered that as a safe pick for conservative investors with a projected 8% to 12% annual return in the next 18-24 months.Check it out, MSFT is closed at $29.23 today, that is 21% return in less than 6 months! Quite rare for a super large-cap stock like MSFT, isn't it?I consolidated my portfolio and sold SCHN

CECO is up - Bought SCSS and UTK

2006-11-08T13:09:00.000-05:00

I mentioned in my Oct26 post that CECO was the only one in my watch list that went down, and I said:CECO was closed at $23.53 on 10/13, and closed at $21.05 today, down 10.5%....Will CECO be the next star in my watch list? I bet so. Well, don't let the stocks in my watch list go.It is trading at $24.50 now, 16% higher compared to 10/26 when I wrote the notes.Just let you know, I bought more SCSS

UTK #2

2006-11-05T08:13:00.000-05:00

I bought 1/3 invetment unit in both SCSS and UTK last week, at $20.50 and $13.99 respectively. Both closed at lower price on Friday, and they stayed in my watch list.Sam asked about UTK in the last post: You mentioned that you have UTK on your watchlist, but you didnt mention at what price it would be attractive to you. when are you planning to jump in, if at all?In long term, the price right

About UTK

2006-10-28T01:15:00.000-04:00

UTK was added to my watch list yesterday after an over 30% drop in one day solely due to an analysis report from http://sharesleuth.com/. A long story short - UTK business model is to acquire technology from university/lab at a low cost, and transfers to companies (usually micro-size/start-up) in exchange of the shares from them.The report challenges the background of those companies as well as

My Watch List: PLT, NVT and CECO

2006-10-26T22:11:00.000-04:00

In my last post 10/13, I mentioned 3 stocks in my watch list, they are: CECO, NVT, PLT.NVT was closed at $ $27.44 on 10/13, and closed at $33.59 today, up 22.4%.PLT was closed at $18.25 on 10/13, and closed at $21.33 today, up 17%.CECO was closed at $23.53 on 10/13, and closed at $21.05 today, down 10.5%.For both NVT and PLT, around 20% profit in 2 weeks, what a watch list! All these stocks in my