Wednesday, July 25, 2007

Yesterday's market dropped sharply. It was the third biggest drop this year.

However, today, with the help of strong earnings from AMZN and Boeing, the market is rebounding.

AMZN

Soared to 86+, Good :)

AAPL

Lost 6 pct. Due to the AT&T number of activated iPhone. Apple is going to release quarterly result today. I am very afraid that the street will look too much on the iPhone number. I will bet AAPL have a strong quarter and give a better forecast.

AKAM

This company is having a lot of customer, I re assure myself it will have its day.

BIDU

Bought 50 shares on $178.33. I bet it gave strong result today. Since I talked to my niece yesterday and she is using BIDU blogger.

Thursday, July 12, 2007

AMZN

AMZN

Bought 100@72.69

AMZN jumps 2.7% today on a comment of its quarterly profit prediction set to release on July 24. I would like to bet AMZN did a good quarter and price fly high.

I feel both confident and risky on this move. Jim Crammer has it in his 4 top choice. Xin bought something from it. That is the bull side. On the other hand, the price is at 7 year's height, little bit too high.


AKAM
Shed off 100 AKAM at 5.10. 3.99% gain. I will leave 100 till July 25, its quarterly report day.

Thursday, July 5, 2007

aapl flies

The lose to RIMM is deeper. It gains another 7 %, and yet another 3% after that big jump.

The lesson is:

When it is strong, follow it, don't be afraid because it rose before.

It is good that AAPL finally gains little bit less than 5%. I changed my idea to wait the quarterly report come out.

NCTY and BIDU is closely watched.

Friday, June 29, 2007

Just missed RIMM

I talked to myself yesterday: "Buy back RIMM. It is almost the price I sold it last time". Then I checked the history of RIMM of its report day, it shows a big drop. I hesitated and gave up the thought finally.

A bad move.

Today, RIMM reported 1st quarter of 2008 earning of 1.17, beat the 1.06 consensus prediction. The price soars from 164 to 200, a 20% jump!

I missed the opportunity of making 4000. :(

The lesson I learned here is: focus more on the real value of the company, not its history. Focus more on the big economy.

And, split the eggs.

I hope AAPL will give me some positive supprise.

AKAM: This stock seems has the same trend of CSCO. No wonder it is a network company.

Wednesday, June 20, 2007

AAPL and AKAM

Market is waiting for the oil price to drop.

I think the bull is not over, yet.

AAPL

Droped 0.34%. I am not sure if it will be back again. The over all trend is flat.

I maybe should sell it whenever above water. But iPhone is going to be released on 29. It may boost the stock price. But given last week's up and down, people seem over hyper on the product.
From the other side of view, the risk for this stock is only in its hight price. The high price is a direct result of iPhone. If iPhone has any negative supprise, or even no positive supprise, it could cause the stock price drop 5%!

I think the best way to do it is wait until iPhone on market, then sell at 5-10% gain.


AKAM

Rised 1.19%. This company I think is in a very good position. I should hold because the price of this stock is lower than 6 month ago. I will bet it rise.