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US stock discussion v4, Bulls-Bears HUAT AH!! Pigs get slaughter
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yok70
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Jul 6 2013, 12:01 AM
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QUOTE(danmooncake @ Jul 5 2013, 09:29 PM) Don't worry abot UE 7.6%. But, the non-farm payroll numbers are good. Both May and April numbers are revised higher! Buy signal here for equities, dump bonds and gold. bonds yield goes crazy! 3% on its way! bad for yield stocks?
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yok70
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Jul 6 2013, 12:51 AM
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QUOTE(danmooncake @ Jul 6 2013, 12:27 AM) On the same note for rising Oil price.. alternative energy like Solar is good for long side play (short term only). Take a look at FSLR, YGE, JASO, LDK and CSIQ etc..  interesting. thanks.
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yok70
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Jul 6 2013, 12:57 AM
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QUOTE(danmooncake @ Jul 6 2013, 12:22 AM) No, not necessarily for all yield stocks. Bad for home builders and mortgage stocks - yes because they fear people may not buy homes because of rising interest rates. US mortgage for 30 year has gone up to 4.4% (risen 0.02) from last week. Is it because bond is pretty much as risky as yield stocks? Unlike the situation in Malaysia's bond, many even at fixed rate. Which US bank is good to ride the recovery? I thought WFC is good for major property recovery, but it's at top valuation among US banks now. BAC and Citi seems cheap, but do they have good chance for aggressive growth potential? Their share price has such a huge gap comparing to before the crisis.
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yok70
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Jul 6 2013, 02:49 AM
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QUOTE(danmooncake @ Jul 6 2013, 02:09 AM) No, bond is actually safer than risky assets like stocks. The yield for bond is fix if you hold it till maturity.  I don't know which US bank is good to ride now.. but recovery is already here and any upside could be limited - just my opinion, if interest rate rise.. I don't know if banks can make more money if less people willing to borrow. I see. Thanks! btw, bull continues tonight. While everyone anxiously looking for volatile market this year, market may surprise everyone by showing full year bull.  nice play on Apple you sold at 420. Later may buy back at lower price. This post has been edited by yok70: Jul 6 2013, 02:50 AM
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yok70
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Jul 7 2013, 11:49 PM
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QUOTE(Macrusin @ Jul 7 2013, 06:13 PM) Agree for what you said, profits has been slowly slide to HTC. Samsung & Apple is slowing down unless something new invented. I think there will be more and more people move to HTC & Sony. I don't understand what made you think that HTC and Sony could grab some market shares from Apple and Samsung. What advantage do they have? Cheaper? Or more innovative? Please enlighten me.
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yok70
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Jul 8 2013, 10:49 PM
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QUOTE(countdown @ Jul 8 2013, 08:44 PM) 3 to 5 yrs or until it breaks or slows down, same applies to laptop/PC usage. Same here. I'm a lazy buyer.
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yok70
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Jul 9 2013, 12:55 AM
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HTC profit dropped 83%.
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yok70
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Jul 9 2013, 04:01 AM
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QUOTE(danmooncake @ Jul 9 2013, 03:37 AM) Yes, it is pretty substantial isn't it? First it was AAPL, then Samsung, now HTC.. It won't be pretty for others as well. nokia also suffers from reducing cash. that's good news. all start from fresh, see who is better on evolution.
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yok70
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Jul 10 2013, 12:37 AM
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Apple touched 420 again! Dan, you sold your calls? Another round of winning.
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yok70
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Jul 10 2013, 04:03 AM
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QUOTE(danmooncake @ Jul 9 2013, 07:36 PM) A big reset switch huh? I think the mobile phone evolution is coming to the peak already. Not sure what else they can think next to make it more revolutionary, to excite the consumers again. A lot of hype on wearables - like watches or glasses or necklaces.. but could be distracting though - communication device like this. Wearable "computers" will be the next big hit in next few years. Gadget cannot stays, must evolved. And Apple stands a good chance of becoming "once again" a big winner on this one, just like its iphone used to be, similarly its ultrabook. By then, papers will start saying "Apple is back!", and then put a sky-high TP for it....maybe $1000 again.
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yok70
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Jul 11 2013, 11:28 PM
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Finally, Nokia's 808 phone camera technology is on a usable OS now. 41MP Lumia. http://finance.yahoo.com/news/nokia-unveil...A3BtaA--;_ylv=3
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yok70
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Jul 12 2013, 02:07 AM
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QUOTE(danmooncake @ Jul 12 2013, 01:53 AM) Nice! 41Mp But.. it's a Windows phone..  Ya, the apps library will be very much smaller. if just to surf net and use just normal apps, it would be fine. Windows apps are actually not bad. however, user will be isolated by friends when they talk about iOS and Android apps.
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yok70
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Jul 12 2013, 02:13 AM
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wah, Apple 430 coming. ....i mean, 450.
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yok70
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Jul 12 2013, 05:01 AM
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QUOTE(danmooncake @ Jul 12 2013, 04:38 AM) Okay.. AAPL closed 427. Nice!! Raise your stop to 425.  keep that running. fundamental is boring but rocks as always.  expecting upcoming qtr report to play a role in volatility? This post has been edited by yok70: Jul 12 2013, 05:02 AM
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yok70
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Jul 12 2013, 08:49 AM
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QUOTE(kb2005 @ Jul 12 2013, 08:03 AM) AAPL can see dare not touch! Too bad! Anyone playing IBM ? reach 160 i play.
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yok70
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Jul 12 2013, 11:11 PM
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QUOTE(danmooncake @ Jul 12 2013, 10:47 PM) Kaching.. AAPL 429.50 Out JASO 8.12 Out NFLX... sell queue at 255 for quick scalp.... just need a little more here. Come 'mon, give a little push.  How many % you can earn on Apple options for every $5 movement? May I know? Thanks.
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yok70
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Jul 13 2013, 12:39 AM
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QUOTE(danmooncake @ Jul 12 2013, 11:57 PM) It varies... 20%-50% maybe? The weeklies are pretty volatile. Yesterday bot $6.25, this morning sold $9. Now, back to $5.25. If AAPL closes at 425 today, then it probably stay at $5. The opex day usually draws them to close at the $5 range. Update: Looks like they took my NFLX out 255. I'm done tonight. Going to take family out for nice meal this weekend!  wow! that's a lot! nice play on Apple. Now heading downwards, probably more than $5 this round.
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yok70
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Jul 13 2013, 04:01 AM
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market rebound. genius!
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yok70
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Jul 17 2013, 09:33 PM
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QUOTE(danmooncake @ Jul 17 2013, 08:52 PM) Tonight, Uncle Ben will speak tonight again on his thoughts about the economy and so forth. Market will react again.. let see how it goes.  i bet no surprise?
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yok70
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Jul 18 2013, 11:10 PM
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crazy bull.
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