Portfolio Construction - Individual Stocks

STOCKTALK

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Strategies & Market Trends
Portfolio Construction - Individual Stocks

An SI Board Since October 2006

Posts	SubjectMarks	Bans
427	14	0

Emcee: Paul Chiu	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
127	Very long term investments these sectors are. Pick the right one and you got an	Paul Chiu	-	2/1/2007
126	MDV....up 622.02%!!...what the heck...I show only 14 shares sold at $100...maybe	pickypicky	-	2/1/2007
125	Hi Paul, Are you familiar with MDV, Medivation? It is a small biotech company	pickypicky	-	2/1/2007
124	AAPL Added more at 95.50 ahead of earnings.	Paul Chiu	-	1/17/2007
123	SMH Bought SMH at 34.48 after INTC earnings which was so so	Paul Chiu	-	1/16/2007
122	LFC Bought more yesterday at 47 LFC position now at 3.3% of portfolio.	Paul Chiu	-	1/11/2007
121	RIMM PALM AAPL Is this [graphic] the END of the Balckberry and Treo?	Paul Chiu	-	1/9/2007
120	LFC By Patricia Cheng Jan. 9 (Bloomberg) -- China Life Insurance Co., the natio	Paul Chiu	-	1/9/2007
119	LFC 2628.HK 601628.CH BEIJING, Jan 8, 2007 (Xinhua via COMTEX) -- China Life, t	Paul Chiu	-	1/8/2007
118	LFC Local 2628.HK started 2007 with a +6.5% performance	Paul Chiu	-	1/2/2007
117	LFC LFC with a 2.6666 to 1 split 12/29 ex date	Paul Chiu	-	12/26/2006
116	RVBD Another crazy near 10% up move over an analyst 4Q views.	Paul Chiu	-	12/20/2006
115	SAI SAIC 3Q beats by 12% 0.26 versus 0.23 Also sees EPS for FY07 at 0.96 to 0.9	Paul Chiu	-	12/12/2006
114	RVBD APKT Anyone?	Paul Chiu	-	12/11/2006
113	Lizzie, it's not that clear cut. Since I do not understand what their busin	Paul Chiu	-	12/2/2006
112	so you've got RVBD as a sell pretty unilaterally then? I own it, most recen	Lizzie Tudor	-	12/1/2006
111	RVBD Boy! I have missed on this one. 35 already and the average target price o	Paul Chiu	-	12/1/2006
110	LFC LFC also made a new ATH. Sequential picture D 9-4 Sell W 9-11 Sell M 9-8 S	Paul Chiu	-	11/23/2006
109	AAPL Impressive day yesterday as I totally missed that it made a new ATH. Sequ	Paul Chiu	-	11/23/2006
108	SHLD SHLD up as much as $10 in pre markets on Deutsche Bank comments on real es	Paul Chiu	-	11/22/2006
107	DELL DELL with .30 when .24 was expected. Nice! 26.80 in after hours.	Paul Chiu	-	11/21/2006
106	AIRT-IMO-Good value for long term portfolio position. Potential upside- Coming	richardred	-	11/21/2006
105	AER Aercap Holdings IPO An aircraft leasing company. Owns about 300 planes an	Paul Chiu	-	11/21/2006
104	NMX Seat One NyMex seat was sold for $9 million just 3 days ago. Each seat als	Paul Chiu	-	11/17/2006
103	SBUX Keeping my 1.8% portfolio weighting in SBUX even as the earnings were disa	Paul Chiu	-	11/17/2006

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