I re-balance my portfolio.

Dumped DANG - breakeven
Dumped GLD and AGQ for BIG losses
Re-enter LVS 70% at before Christmas
Cash 30% to re-enter any of the RED CHIPS of Great Wall of China

RENN // YOKU // DANG

Z: I still got some GLD that I bought back in 09.. holding on to those. Not sure if I want to trade GLD at this time. I like to just buy and keep that's all. Really difficult to say for AGQ since it is 2x leverage of SLV. SLV has tanked big since last May and stagnant since Oct.I think both precious metals will be in play again if we see another possible hyperinflation fear.

I still staying away from pure China play like RENN/YOKU/DANG.. these are so unpredictable.  Still can't trust the accounting..

I got some copper miner stock to play too for now: switched out TCK for FCX (better PE).
I'm seeing a moderately good demand for copper this year.

Good evening,

I'll continue to stay long for FCX. It manages to close above the 200MA yesterday. Hopefully, earnings will be good.

Also, I've been watching DLTR (which operates the retail/discount) stores in US.
Stock been on a rise since last year..nice price action above 50MA.
Broke out above 85 yesterday.

Update:
LVS: 47.50 price target reached... next stop: 49~50. I like to see it touches 50 again. 

FCX got stopped 1/2 out at $44..  both eps and revenue seems ok but trader wants their money back because less stellar outlook for first Q.  Reloading back at 43.45 here.. will hold stop at 43.50 by closing.

I re-balance my portfolio.

Dumped DANG - breakeven
Dumped GLD and AGQ for BIG losses
Re-enter LVS 70% at before Christmas
Cash 30% to re-enter any of the RED CHIPS of Great Wall of China

RENN // YOKU // DANG

Hi zams

IMO wrong time to dump especially GLD...gold is already bottoming.
GLD is for long haul, difficult to trade whereas AGQ is for trading due to its
volatile and leveraged nature. However if you have not sold earlier on the way
down, i would have held. i have been trading this AGQ and SVM the last few months.

Already made back some of the losses from correction 

Hard call to make, but time to shift out of GOLD and SILVER for now for me.

Will concentrate on TECHNOLOGIES Stock

Have a look at ATML - in 1 month up by 26% or $2.06
http://www.google.com/finance?q=NASDAQ:ATML

The first 4 I'm watching closely, based on personal ranking
ATML 9.84
STM 7.33
MU 7.88
AMD 6.22 (PC sales are not encouraging, a little risky here)

wow! Great trading choice!

What does Atmel do?

Atmel Corporation (Atmel) is engaged in designing, developing and supply of microcontrollers. The Company offers a portfolio of touch products, which integrate its microcontrollers with touch-focused property. The Company also designs and sells products, which are complementary to is microcontroller business, including nonvolatile memory and flash memory products, radio frequency (RF) and mixed-signal components and application specific integrated circuits (IC). Its microcontrollers, which are self-contained computers-on-a-chip, and related products are used in smartphones, tablet devices and other consumer and industrial electronics to provide core functionality for touch sensing, security, wireless and battery management

No trading for me this week due to CNY holiday eventho it is only here and not Wallstreet.

Waiting for short opportunity or small pull back. Also, I'm wanting a much bigger pull back later which
I think will happen sometime in the early week of Feb .. perhaps all the way to late April/May.

My advice

Do not attempt to short the us market now

It's crazy. Slowly melting up day by day with no volume at all 

Yes, definitely.. will wait.

Now, first I'm enjoying the big payout from AAPL big blow out earnings.
13.87/shr vs 10.16/shr..
46.33 bln vs. 38.91 bln..revenue

$500 in sight soon.. 

Yup, amazing quarter. The OPTIONS are fried. I stayed out.
Short @ 500$

Don't see any miracle in the coming Quarters

Well, for next Q, watch out iPAD3 in March... this is even bigger than iPAD2.
Extremely cash rich now.. almost $95 bln in the bank.
I think AAPL will continue to innovate reach the sky before stalling out.

Tonight it is the newly crowned biggest market cap company in US.. $400 bln company. 
AAPL itself is holding up Nasdaq and others are in red..

Amazing run. I remembered back then when I played with the option of $275-300. LOL

From unverified source, iPhone 5 and iPad 3 is not as amazing as the earlier models. Pakcik Stevie is out of commission.

yeah.. but that iPhone and iPad itself has created a huge fan base worldwide that the consumers continue to buy their products no matter. So.. I don't think the AAPL train is stopping anytime soon.

Tonight.. I decided to take 3/4 off my LVS trade..exactly $49. So, cashing out here. I'll leave the rest to run or taken out by stops later.  Maybe it'll score $50 by early next week.. just before earnings. then kaboom. 

3/4? that's too soon, aren't you putting a loose TS? I'm putting $1.00 TS on LVS.
Loaded 5 options as well for $50 (Feb Exp)

LVS result on 1st FEB

Then again, what the heck, as long as you can earn some