Friday, Sept 21, 2007

Finally, the Investopedia simulator gives me my annual return (compounded since I've been trading for 3 months).

1. Holding RIMM until Q3 earnings (October 4).

2. It's funny, I first bought Countrywide Financial at $22.56, lost money on it, but bought another 50 at $19 which seems to be providing a support level. The only reason I bought it is because its arguably it has been the most affected stock by the subprime issues (-53.8 % YTD) and I want to do a post mortem at the end of the year to test various correlations.

3. I bought WMT since retail indicators showed mortgage crisis is not hitting everyday retail sales as bad as expected (i.e people will still be able to buy pots & pans from WMT).

4. I am long on Intel over AMD since in my opinion, they have much better prospects long term than AMD. Click here on my analysis of INTC.

5. BIDU (Baidu ADR) I bought strictly on technicals, the volume was just hard to ignore. I'll sell it as soon as I make a grand, maybe sooner than that.

6. Vasco Data (VDSI) has been my favourite stock ever since I started and has grown 53 % since I bought it. (And 190 % YTD). Definately long term. Click here for analysis on VDSI.

7. Lululemon Athletica (LULU)'s real potential will be tested in the subsequent 2 quarters (especially Christmas). Click here for LULU analysis.

8. TIE is the largest supplier of titanium products, surge in global demand by airlines for new airplanes has boosted earnings.