Saturday, February 28, 2009

Portfolio Update February 2009

Portfolio Growth (YTD) 30.78%
Portfolio Value (Asset Value) $15,166.29
Account Value (Owner's Equity) $15,166.29
Outstanding Shares 100,000
Wittaya Wongwanich 88,362
Pramote Lumyai 11,638
Price/Share $0.1517
Capital Inflow $0
Capital Outflow $0
Fund Purchasing Fee $0
Total Capital $11,600.00
Wittaya Wongwanich $10,250.00
Pramote Lumyai $1,350.00
Asset Category
Cash Acct Balance $1,001.29
Margin Acct Balance $0
Margin Loan Balance $0
Equity $14,913.54
Fixed Income $0
Commodity $0
Real Estate $0
Options ($748.54)

Sunday, February 15, 2009

Screen Potential Candidate EP III

Earnings Momentum and Analyst Upgrades

This particular screen is meant to be used as a brainstorming tool for those stocks that may be possible short- to mid-term momentum plays. The very thought that analysts are raising their assumptions can cause the sentiment surrounding a stock to quickly change. As has been seen from the bull markets that occurred during the latter part of the 1990s, earning surprises both to the upsides and downsides have a habit of creating either prosperity or poverty.

When an analyst that closely studies a certain company or sector changes his or her rating or earnings estimate for that company or sector, it is a pretty good sign that there is something
more going on than meets the eye.


This search focuses on the companies with the highest earnings-per-share growth projected for the next year and for which the analysts have increased their estimates. It also adds additional
parameters and overlays to find the stocks with the greatest recent price changes and upward-moving technical trends.

Criteria We Used:
  1. Earning Estimate Increased in Last Month.
  2. EPS Growth Rate Next Year as High as Possible.
  3. Previous Day's Closing Price more than 50-Day Moving Average.
You will undoubtedly find many stocks that you have probably never heard of within these results. Try not to let yourself get sucked into the temptation of following historic returns. Be sure to keep a cool head and think about the company and its longer-term prospects.

Economy Cycle & Sector Rotation

Let's talk about economy cycles. As we all know, business have 2 main stages; Expansion and Contraction. Normally, Expansion will last about 36 months while Contraction last about 18 months. Well, you easily compare side-by-side between business cycle and stock market because they are a replica of each others; just the main street (business) behind wall street (stock market) about 6 months.

Each sector are strong in different phases of the cycle. Let's explain more .... About Sector Rotation.

Early Bull - Transportation (Airlines, Railroads and Trucking) and Technology (Software, Hardware, Box Makers)
Middle Bull - Capital Goods (Manufacturing equipment)
Late Bull - Basic Materials (Aluminum, Copper, Steel, Chemicals, Paper)
Top Bull - Energy (Oil, Oil Services, Coal, Natural Gas)
Early Bear - Defensives (Non-Cyclicals) like Health Care and Consumer Staple (Food, Beverages, Drugs, Cosmetics, Tobacco)
Middle Bear - Utilities (Electricity, Gas)
Late Bear - Consumer Cyclicals like Housing and Autos
Bottom Bear - Financial Sector

Monday, February 9, 2009

What's in Our Dull Brian A dAy

US Citizen Data Consumption A Day
3.6 x 10^21 Bytes .... OMG !!

What's Next ? After Crisis and Election

Blink Blink $$$$ Dollar is falling .... What should we do now ?

There are a lot of question on the market now; people talking about Recession 2.0 that will be worse than 1939. Government need to bail out Uncle Sam ASAP before it's collapse. Ben S. Bernanke, Chairman of the Federal Open Market Committee, and Treasury Secretary Henry M. Paulson Jr. will dump another three hundred-billion dollar rescue package once more after 1st attempt and TARP fund are not enough to stable the crazy market; let's see if it work.

However, if you never invest in stock market before; this is the time. Stocks now are very cheap and attractive. A bunch of good companies with strong management team and excellent products & services are sold at deep discount like never before such as MHP (Publishing), AEO (Apparel Retailing) or ADBE (Software Maker).

You should be able to make a 25% return at least if you pick strong companies and hold it for a year or two. Believe us !!! It's not that's difficult to do better than the market. You just need to split 20% of your time a day to research and study the market.

Like our blog motto said "InvestMadeEasy"

Saturday, February 7, 2009

Drive Your Users to the Limit



This guy is a founder of Digg.com and an investor of Twitter.com, taking about social-network oriented websites nowadays and how to maximize your users; features users needed like a leader board, followers and etc. Watch this ... See how entrepreneurs created. Facebook.com is the best social network that you can thinking of right now.

Monday, February 2, 2009

Sitting Out The Boom

Here's some funny comic about stock market boom; The Retro Kook, The Dot-Com Rationalist, The Psychotic Optimist and the rest.

Click A Picture To Enlarge