SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends
Portfolio Construction
An SI Board Since December 2005
Posts SubjectMarks Bans
1964 37 0
Emcee:  Paul Chiu Type:  Moderated
Introduction Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
1564Zero commodity exposure. Building positions in all other areas of the market asKeith Feral-7/29/2008
1563Good to see oil prices moving below $125. Better OPEC supplies and demand destrKeith Feral-7/25/2008
1562Thanks Paul... Stock Bullstock bull-7/23/2008
1561last 2 weekly sequential counts on ba has failed. i am only market weighted in bPaul Chiu-7/23/2008
1560Hi Paul, What do you think of BA? New Dreamliner looks like a great plane. Stostock bull-7/23/2008
1559Who knows, maybe we can get back to the concept of total return investing - yielKeith Feral-7/23/2008
1558yes plenty of on paper double digits yield in the financials. paulPaul Chiu-7/23/2008
1557I was thinking about PFE too. Nice yield, even though that's a bad word theKeith Feral-7/23/2008
1556i bought c a month ago, my only addition in financials in some time. i had a reaPaul Chiu-7/23/2008
1555I'm buying more plain vanilla stocks today. Financials, brokers, consumer gKeith Feral-7/23/2008
1554From an allocation standpoint, the obvious trade would be out of commodities intKeith Feral-7/22/2008
1553but where will they go? we don't want them to do plain vanilla stuff either.Paul Chiu-7/22/2008
1552Looks like the commodity trades are started to fall apart. The momentum has reaKeith Feral-7/22/2008
1551k, that ended a few days agoPaul Chiu-7/18/2008
1550the p/c run ended with 0.92Sr K-7/18/2008
1549is this multi years commodities surge over? look at clf, an iron ore mines operPaul Chiu-7/18/2008
1548my massive commitment in goog, about 12.8% now is killing my portfolios, but i aPaul Chiu-7/18/2008
1547Looks like C is taking the pressure off the market this morning. Frankly, I wasKeith Feral-7/18/2008
1546mer not hit that badly to 28.20, still up for the dayPaul Chiu-7/17/2008
1545It will take the spinsters some time to sort through the earnings tonite - ibm, Keith Feral-7/17/2008
1544if market can do well after this miss from goog and huge loss at mer, then the bPaul Chiu-7/17/2008
1543I think we have to play it as a real market bottom, and potentially a secular shKeith Feral-7/17/2008
1542Bloomberg buying back Merrill Lynch's 20%.Sr K-7/17/2008
154113 straight 1+ p/c over with a 0.93 today! we saw that all time high in new lowPaul Chiu-7/16/2008
1540i am pre-occupied with buying a new office chair for my old body. getting bored Paul Chiu-7/16/2008
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News