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- Gafisa: Think American Housing Market in the 1950s
- Trader Mark submits: I always enjoy Investor Business Daily's company focus articles - not too technical, and easy for the layman to understand. I especially enjoy it when they highlight one of our portfolio companies; in this case, one of our favorites and top dogs for 2009: Gafisa GFA. I...
- External links 2009-10-21
- Placing My Chips on Las Vegas Sands
- Trader Mark submits: Las Vegas Sands LVS is our one truly speculative fare in the portfolio - after sitting on the precipice of potential default, banks swooped in [Apr 22, 2009: Wynn Resorts, Las Vegas Sands Amend Credit Terms] and helped both LVS and MGM Mirage MGM live despite...
- External links 2009-11-01
- My Trading Strategy for BHP Billiton
- Trader Mark submits: As I am reviewing trading history for the week, I missed a limit buy order that went off late Friday. On Monday, we had sold just about all our BHP Billiton BHP [Oct 26, 2009: Bookkeeping - Sold Most of BHP Billiton BHP - Looking to...
- External links 2009-11-01
- ChiNext: China's New Gambling Hall
- Trader Mark submits: If you are not familiar with the "closed" system of investment in China's multiple stock markets, feel free to review this post [Oct 13, 2007: Shanghai the Mystical Land of Premium Valuations], but it appears the Chinese have a new gambling hall... the ChiNext! Need a...
- External links 2009-11-02
- A Chance to Follow John Paulson with Less Hype?
- Trader Mark submits:I have been following insurer, Conseco CNO for a good 4 months as I looked over potential "home run" plays (or on the other hand, a strike out) and was surprised to see hedge fund megastar John Paulson swoop in for a 9.9% stake about 3 weeks ago....
- External links 2009-11-03
- A Market with No Memory
- Trader Mark submits: What has been a tradition in this market, where so many hair triggers are set to instantaneous computer exploitation of every incremental data point, is a complete lack of memory from day to day. A bad labor report nearly 4 weeks ago on a Friday ...
- External links 2009-11-03
- Gold Fever Spreads to India
- Trader Mark submits: There were rumors China [Apr 25, 2009: China Begins Building Gold Reserves] was going to buy this stash of gold from the IMF; but it appears India "won". This will drop the International Monetary Fund stake, but still keep it at spot #3 in world's reserves, and...
- External links 2009-11-03
- Long-Term Downside Protection and January Puts
- Trader Mark submits: I am going to repeat a strategy I've tried 3 times in the past half year, once successfully - twice not so much; that is to buy a long-term put as "portfolio insurance". If the market has a sizeable downdraft in the months to come...
- External links 2009-11-04
- America Is Creating Green Energy Jobs...in China
- Trader Mark submits: A quite fascinating read in the New York Times about the cross-section of much of what is broken in America. We've often statee the focus on green energy as a "new dawn of jobs" is a bit over the top, considering Germany is about 15 years...
- External links 2009-11-04
- Not Everyone in China Wants to Buy an iPhone
- Trader Mark submits: For those of you who took an economics course at some point in your lives, I am happy to report "price elasticity" is still alive and kicking. It appears the $1000 price point for Apple's AAPL iPhone is a bit of an issue for the "middle...
- External links 2009-11-04
- Wyndham Worldwide Is Still Cheap
- Trader Mark submits: Wyndham Worldwide WYN reported Tuesday evening; we did not have time to discuss it Wednesday due many other activities happening. This hotel chain continues to be one of our best performers of the year, and as I say in almost every update on the name ......
- External links 2009-10-30
- Selling Most of Fuel Systems on a Spike
- Trader Mark submits: Isn't it funny how much the world changes in two minutes? Specifically between 8:29 AM and 8:31 AM. The market was broken, and even after a material selloff was only bouncing along at +2 on the S&P in premarket. This was below the 50 day...
- External links 2009-10-30
- Cutting AsiaInfo Position in Half on Strong Earnings
- Trader Mark submits: Sometimes it is better to be lucky than good - but it's always preferable to be both. Mid-month we cut back our position in AsiaInfo Holdings ASIA by half on a spike around $23. Since then, as the stock has fallen back, we've made some...
- External links 2009-10-30
- TriQuint Semiconductor Savaged After Hours: Another Reason Not to Game Earnings
- Trader Mark submits: Wow, things went from extremely boring to exciting all the sudden. Sheesh - when I typed this in the morning, I did not mean it literally. by TraderMark
- External links 2009-10-21
- Equinix: The Biggest Fish in the Pond
- Trader Mark submits: I've had a limit buy order out for Equinix EQIX for many months now; the price I was seeking now looking foolish. Talk about a perfect chart.We talked about this sector, and stock in particular in July [Jul 29, 2009: Guest Post - Colocation Stocks and...
- External links 2009-10-23
- How to Value Amazon?
- Trader Mark submits: It's starting to feel all 1999 again...once we begin to hear the most cited example of why stocks are cheap that we heard a decade ago i.e. well if Amazon.com AMZN is worth 65x earnings surely ABC is worth 50x, we know Ben Bernanke has bested his...
- External links 2009-10-26
- Getting out of BHP Billiton Before the Dollar Rallies
- Trader Mark submits: I personally think it is pathetic the entire market, with all these trillions of dollars, sophisticated computer systems, and PhDs galore has become nothing more than a 1st grade math equation dollar up = everything down dollar down = everything up but this...
- External links 2009-10-27
- Meritage: Home Is Where the Handouts Are
- Trader Mark submits: Pardon my constant discussion of things like "company fundamentals" and "business outlook". I do realize all the stock market is about is predicting the current algorithmic assumptions over the next 1/400th of a second, cross referenced by the action in the U.S. dollar. Everything else...
- External links 2009-10-27
- Baidu: A Pure Momentum Trader's Favorite (with Occasional Blowups)
- Trader Mark submits: There is an avalanche of interesting earnings out right now, so we'll try to address as many as possible in the coming days. First off, we have Chinese "Google" Baidu BIDU - I've had this position at the bottom of the portfolio with a 0.1% exposure...
- External links 2009-10-27
- Wynn Resorts: Overpriced, Even After Sell Off
- Trader Mark submits: Wednesday's reaction by Wynn Resorts WYNN is exactly the type of thing that causes those of us who still deal in the dark magic of "fundamentals" to go batty. I had been shorting Wynn which let me reiterate is a very well run company as it...
- External links 2009-10-28
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