Thursday, February 28, 2008
yahoo/google
so in whittling down my stocks i dumped yahoo and kept google:
all the talk about google buying yahoo, brought yahoo up 30% and google down 18%, I'm hesitating on selling, just because I don't know what to buy, yet now I'm wondering if I may recoup my losses holding on to gooogle, as people may buy google again, because it went down that far-- now I realize that I am caught in the game, the wondering, the reading wall street journal and motley fool and trying to deduct out of my sparce knowledge, a hint about what may or not happen.
google quickly announced their health care application - a great marketing move, great timing. i guess they are trying to stop the fall.
I "lost $697.24" today, wow - everyone is talking about rates of inflation, value of the dollar against the Euro falling more. Last week it was recession and today a tired president bush say's that it won't be so bad and that the american economy is resilient, but even he doesn't seem to pay attention to his own words.
Western Digital - some investors are downgrading it, because they see consumer demand falling lower than expected and don't see it rising till the holiday season again, by which time other competitors could come up and positions themselves nicely.....hmmmph, down goes their stock, but not so drastically and I look and see that May 2007 the stock price was at $18 and now its around $30. It seems like it might be a good thing to fly under the radar sometimes for a stock, so you don't have such an emotional rollercoaster of stock buyers and sellers reacting.
So, my last comment: JCPenney - they only lose 3,5% of earnings at the end of 2008 instead of 3.8 or 4.5% so people are happyand hold on to their stock -- another company, whose name eludes me, because i didn't take enough notes in my two day flurry of stock selection, well they dissapoint share holders because their sales under perform on what they hoped to earn - they went from $108 Million in sales to 184 Million! , but missed there mark buy 5 or 8 Million and everyone starts selling off stock....
details, i must get into them more......
all the talk about google buying yahoo, brought yahoo up 30% and google down 18%, I'm hesitating on selling, just because I don't know what to buy, yet now I'm wondering if I may recoup my losses holding on to gooogle, as people may buy google again, because it went down that far-- now I realize that I am caught in the game, the wondering, the reading wall street journal and motley fool and trying to deduct out of my sparce knowledge, a hint about what may or not happen.
google quickly announced their health care application - a great marketing move, great timing. i guess they are trying to stop the fall.
I "lost $697.24" today, wow - everyone is talking about rates of inflation, value of the dollar against the Euro falling more. Last week it was recession and today a tired president bush say's that it won't be so bad and that the american economy is resilient, but even he doesn't seem to pay attention to his own words.
Western Digital - some investors are downgrading it, because they see consumer demand falling lower than expected and don't see it rising till the holiday season again, by which time other competitors could come up and positions themselves nicely.....hmmmph, down goes their stock, but not so drastically and I look and see that May 2007 the stock price was at $18 and now its around $30. It seems like it might be a good thing to fly under the radar sometimes for a stock, so you don't have such an emotional rollercoaster of stock buyers and sellers reacting.
So, my last comment: JCPenney - they only lose 3,5% of earnings at the end of 2008 instead of 3.8 or 4.5% so people are happyand hold on to their stock -- another company, whose name eludes me, because i didn't take enough notes in my two day flurry of stock selection, well they dissapoint share holders because their sales under perform on what they hoped to earn - they went from $108 Million in sales to 184 Million! , but missed there mark buy 5 or 8 Million and everyone starts selling off stock....
details, i must get into them more......
Wednesday, February 27, 2008
Tuesday, February 26, 2008
why i chose the other stocks
Since I was determined to pick at least one stock from a Mass. company, I stumbled onto "the Boston 100" put out by the Boston Globe, which gave a plethora of information. I was intrigued by the way they organized the companies into top ten lists: top ten in sales, top ten in stock value over 10 years, IPOs, etc
I finally chose Perini Corp. a multi national Building firm with huge government and a slew of humongous Las Vegas Resorts - but what got me (I admit), was that one of the newest news feeds on them, was that they were able to successfully renegotiate a mortgage deal with a Swiss Bank; This allows them to continue building on a month to month basis on a resort in Vegas. That it made the news that they have the negotiating prowess to do so impressed me. These guys will keep building even if they have to bail out their client!
I also know nothing about the construction field and although most stocks I've looked into nose dived early this year - Perini did less so, so I attribute their dive to general cold feet in general not the company itself - which despite building slow downs in the home building arena has orders lined up for the next few years. I'm worried about putting all of Thom's hard earned money into the mob.......
TER or "Teradyne, Inc. manufactures and sells automatic test equipment worldwide. The company offers semiconductor test systems used for wafer level and device package testing. These chips are used in automotive, communications, consumer, computer, and electronic game applications." From yahoo's profile... High in Boston 100, an industry I don't understand - so good learning opportunity, seems to me that they are selling all the right things. 1 billion in sales, 3600 employees. more later. I realize I'm forgetting the other reasons - must go back and check notes.
I canned these cause I wanted to simplify my portfolio
I forgot to note yesterday that the product I bought from Western Digital was a external hardrive for my computer, a sleek, shiny red gadget with a discreet power-on light.
Great Wolf Resorts: As a mom I know how absolutely cool these indoor parks are for kids - You don't need to deal with the weather, don't need to fly to get there, you are all under one roof....I think that the demand for vacations closer to home, where you don't need to pay for airline ticket is going up.....Just to note, I would not like to go there, I like the weather, camping, traveling far....my kids think they would love it - actually if they knew about it, would put a lot of pressure on me (I think they should do tv ads for this reason alone - again: great opportunities)
I finally chose Perini Corp. a multi national Building firm with huge government and a slew of humongous Las Vegas Resorts - but what got me (I admit), was that one of the newest news feeds on them, was that they were able to successfully renegotiate a mortgage deal with a Swiss Bank; This allows them to continue building on a month to month basis on a resort in Vegas. That it made the news that they have the negotiating prowess to do so impressed me. These guys will keep building even if they have to bail out their client!
I also know nothing about the construction field and although most stocks I've looked into nose dived early this year - Perini did less so, so I attribute their dive to general cold feet in general not the company itself - which despite building slow downs in the home building arena has orders lined up for the next few years. I'm worried about putting all of Thom's hard earned money into the mob.......
TER or "Teradyne, Inc. manufactures and sells automatic test equipment worldwide. The company offers semiconductor test systems used for wafer level and device package testing. These chips are used in automotive, communications, consumer, computer, and electronic game applications." From yahoo's profile... High in Boston 100, an industry I don't understand - so good learning opportunity, seems to me that they are selling all the right things. 1 billion in sales, 3600 employees. more later. I realize I'm forgetting the other reasons - must go back and check notes.
I canned these cause I wanted to simplify my portfolio
- Yahoo although I would like to just follow the action, but I don't expect this possible buyout to offer any benefits in the short run here.
- ARTG although it is an upstart from Jan. and they are buying up their own stock because they think it is undervalued!
- BAC cause I wanted it for the same reason I bought Wells Fargo
- MFE
- SNE
I forgot to note yesterday that the product I bought from Western Digital was a external hardrive for my computer, a sleek, shiny red gadget with a discreet power-on light.
Great Wolf Resorts: As a mom I know how absolutely cool these indoor parks are for kids - You don't need to deal with the weather, don't need to fly to get there, you are all under one roof....I think that the demand for vacations closer to home, where you don't need to pay for airline ticket is going up.....Just to note, I would not like to go there, I like the weather, camping, traveling far....my kids think they would love it - actually if they knew about it, would put a lot of pressure on me (I think they should do tv ads for this reason alone - again: great opportunities)
friends give advice
here are some responses to my call for stock suggestions:
I am interested in Horizon Dairy- you know the milk and yogurt people, I know there have been fluctuations with the price of organic milk and I wonder how the company is doing , whole foods what is the history of that stock. Ha it been correctly valued, What is the P/E ratio.... I would love to see what you come up with...
..............
Starbucks has been having an extremely bad year, and recently announced major layoffs, which should send their stock prices swinging. It will be interesting to watch.
Pfizer just pulled a major ad campaign after charges of misperception. They will also start swinging and will mount a response. Also interesting to watch.
Visa has announced an IPO. Their stock will start trading in mid-March for the first time. As one of the few IPOs this year, its performance will be seen as a market indicator, making it interesting, too.
One of the major American car companies (Saturn?) just announced a new line of hybrids. This may boost their stock price.
The New York Stock Exchange, itself, is a publicly traded company. You could learn a great deal about how markets work just by researching the exchange and the factors which affect its stock price.
I am interested in Horizon Dairy- you know the milk and yogurt people, I know there have been fluctuations with the price of organic milk and I wonder how the company is doing , whole foods what is the history of that stock. Ha it been correctly valued, What is the P/E ratio.... I would love to see what you come up with...
..............
Starbucks has been having an extremely bad year, and recently announced major layoffs, which should send their stock prices swinging. It will be interesting to watch.
Pfizer just pulled a major ad campaign after charges of misperception. They will also start swinging and will mount a response. Also interesting to watch.
Visa has announced an IPO. Their stock will start trading in mid-March for the first time. As one of the few IPOs this year, its performance will be seen as a market indicator, making it interesting, too.
One of the major American car companies (Saturn?) just announced a new line of hybrids. This may boost their stock price.
The New York Stock Exchange, itself, is a publicly traded company. You could learn a great deal about how markets work just by researching the exchange and the factors which affect its stock price.
Monday, February 25, 2008
I set my stocks - spent my $20,000!
These are the stocks I have decided on:
Western Digital, WDC - I picked this company, because I love their product and in researching my purchased realized that they have an 80% share of the hard drive market( impressive), I liked their branding, advertising, website and materials included in their product. Their stock price is at 32.97, with the 2 year high being around 35, which means that they did not fall as far as other stocks in the beginning of this year. Their quarterly earnings growth is over 100% and income hovers around 900 M. My notebook harddrive is sleek, shiny and red!
Google - it's a great company and although it is priced high, I still think they are on the right track and therefore their stock could continue to rise - this gives me the opportunity to follow an expensive stock, without risk! I should have bought this stock 8 years ago and didn't so this is my way to deal with that missed opportunity.
Google's stock price has grown to almost $800 a share to now around 450. I have watched them grow strategically grow into a firma that could have it's thumb in the pie of just about every other company in the world - that is great placement. At this point, whether you advertise on line or want you website searched or want to find anything about anything - most go to google!
Their revenue is 18 B with 24% profit - need i say more?
Wells Fargo - well reading the blogs, Forbes magazine and business week; they all agree that these finacial stocks have been pummeled to a rate lower "than they deserve" so in the long run they should rebound to a more realistic price. I have chosen Wells Fargo , honestly, because of good ol' american West mystic and because I'm made at just about every other bank, as my banks have switched hand multiple times in the last 15 years and there was no customer loyalty along the way! Their revenue is 34B with 22B profit in 2008. At the moment I bought, financial blogs were confident that Wells Fargo was not going to sucked in much deeper into the crisis.
Great Wolf Resorts - I am ambivalent about this one: Great Product, new resorts opening, but I hated their press material, the language- boring - This company needs to restructure, re-organize, they are seriously not taking advantage of their strengths and the financial management is not managing their loans ( they have had to sell off property) I'm impressed that despite all these drawbacks their sales are continuously up by double digits - There is opportunity here...
more later....
Western Digital, WDC - I picked this company, because I love their product and in researching my purchased realized that they have an 80% share of the hard drive market( impressive), I liked their branding, advertising, website and materials included in their product. Their stock price is at 32.97, with the 2 year high being around 35, which means that they did not fall as far as other stocks in the beginning of this year. Their quarterly earnings growth is over 100% and income hovers around 900 M. My notebook harddrive is sleek, shiny and red!
Google - it's a great company and although it is priced high, I still think they are on the right track and therefore their stock could continue to rise - this gives me the opportunity to follow an expensive stock, without risk! I should have bought this stock 8 years ago and didn't so this is my way to deal with that missed opportunity.
Google's stock price has grown to almost $800 a share to now around 450. I have watched them grow strategically grow into a firma that could have it's thumb in the pie of just about every other company in the world - that is great placement. At this point, whether you advertise on line or want you website searched or want to find anything about anything - most go to google!
Their revenue is 18 B with 24% profit - need i say more?
Wells Fargo - well reading the blogs, Forbes magazine and business week; they all agree that these finacial stocks have been pummeled to a rate lower "than they deserve" so in the long run they should rebound to a more realistic price. I have chosen Wells Fargo , honestly, because of good ol' american West mystic and because I'm made at just about every other bank, as my banks have switched hand multiple times in the last 15 years and there was no customer loyalty along the way! Their revenue is 34B with 22B profit in 2008. At the moment I bought, financial blogs were confident that Wells Fargo was not going to sucked in much deeper into the crisis.
Great Wolf Resorts - I am ambivalent about this one: Great Product, new resorts opening, but I hated their press material, the language- boring - This company needs to restructure, re-organize, they are seriously not taking advantage of their strengths and the financial management is not managing their loans ( they have had to sell off property) I'm impressed that despite all these drawbacks their sales are continuously up by double digits - There is opportunity here...
more later....
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