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

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
77	In hindsight, it always looks so simple. ^-^	Sam Citron	-	11/7/2006
76	I failed to chase CROX down after the earnings and just missed getting it subseq	Paul Chiu	-	11/7/2006
75	Yes. It's private. My spec play of the day was a small position in CROX call	Sam Citron	-	11/7/2006
74	I may have visited one in New Jersey. They are still private, right?	Paul Chiu	-	11/7/2006
73	I'm trying to make up my mind on WFMI. Punk sales trend at OATS today not en	Sam Citron	-	11/7/2006
72	Sold some EWH above 15 CME 515.5 BIDU 92 EEM 106 Still over 100% equities, jus	Paul Chiu	-	11/7/2006
71	C GE MO PG 4 stocks I have a huge interest in adding more. Key here is to lower	Paul Chiu	-	11/6/2006
70	EWH Sold 1/3 position at 15.05 just now Hong Kong ETF gaps during NY day is alw	Paul Chiu	-	11/6/2006
69	WFMI Have a bid at 45.09 or 25% off yesterday's close of 60.12 This has go	Paul Chiu	-	11/3/2006
68	WFMI OK, -24.1% at the low of 45.66 earlier. That's internet like numbers.	Paul Chiu	-	11/3/2006
67	BIDU Overall volume was enormous, as it was yesterday. Historically, such volum	Paul Chiu	-	11/1/2006
66	BIDU Goldman Sach's upgrade supporting BIDU in pre markets by at least $3	Paul Chiu	-	11/1/2006
65	BIDU Replay of webcast here phx.corporate-ir.net	Paul Chiu	-	10/31/2006
64	BIDU BIDU last 5 QTRs Q3 2006 0.31 0.26 +18.32% beat Q2 2006 0.21	Paul Chiu	-	10/31/2006
63	BIDU 3Q beats by at least 0.05 at 0.31 3Q ex comp cost at 0.37 First Call at 0.	Paul Chiu	-	10/31/2006
62	Sonki, IACIW are IAC/Interactive Corp Warrants. Terms are below: [graphic] Pa	Paul Chiu	-	10/31/2006
61	thanks paul. dell looks to have bottomed .. i m getting AMD inside emails from	Sonki	-	10/31/2006
60	DELL At 11am, UBS's Reitzes raised tgt to $25 and rating to neutral from re	Paul Chiu	-	10/31/2006
59	SAI SAN DIEGO and MCLEAN, Va., Oct. 30 /PRNewswire-FirstCall/ -- Science Applic	Paul Chiu	-	10/30/2006
58	BIDU +5% before 11am on no blocks but healthy volume ahead of earnings after cl	Paul Chiu	-	10/30/2006
57	CME Even more boring action than GOOG, but more exciting versus BRK.A	Paul Chiu	-	10/27/2006
56	Paul...No! I did not see the Goldman rating! Not sure how I missed it...thanks	pickypicky	-	10/27/2006
55	CME 498.76 avg this week. Bidding on a small lot here....	Paul Chiu	-	10/27/2006
54	CME PP, You know about the Goldman new rating on CME posted yesterday, right?	Paul Chiu	-	10/27/2006
53	Yes...these past few days have been good. CME is taking off as I write this...ha	pickypicky	-	10/27/2006

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