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Chris Lau
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Premium author for 'Value Stocks for DIY (Do it yourself) Investors' - complete transparency, performance tracking, and timely reports. More info on this exclusive service below. Interview on this service: http://bit.ly/1FmX9YN Yahoo no longer displays articles. Don't miss out. Follow and... More
My company:
DIY (Do-it-yourself) for Value Investors
My blog:
SA Performance
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  • Nokia-Alcatel On The Rise As Predicted

    The contents below were sent to premium subscribers before the start of this week.

    Alcatel-Lucent merges with Nokia

    In the next few weeks, there may be a catalyst for Alcatel-Lucent or Nokia stock moving up: quarterly results. Nokia reports on April 30, 2015. If the results are good, Nokia will rally. Similarly, Alcatel-Lucent reports on May 7 2015.

    Where Nokia and Alcatel-Lucent fit for the DIY value: portfolio: bit.ly/1biwPlw

    Volatility is higher this month even with barely more than half the portfolio invested, the rest in cash. As the model unfolds we will be closer in beating the indices:

    (click to enlarge)

    Premium Posts Portfolio Performance: Advanced Micro Devices And A...
    Premium Posts Why These Two Are Moving Up
    Premium Posts Mid-April Commentary: Two Technology Stocks In Focus
    Premium Posts There Is No Shame Holding Cash
    Premium Posts Model Portfolio: Q1 2015 Holdings
    Premium Posts These Two Biotech Picks Hurting Portfolio, But I'm ...
    Premium Posts Alert: This Is When [this device maker]Will Be A Ten Bagger
    Premium Posts How Badly Do You Want To Beat The S&P 500?

    The approximate peak to trough return is -3.63% and +1.58% since the subscription was launched. This is an acceptable level of volatility, because if the asymmetric upside plays out, only then will the portfolio beat the index while leaving room to start new opportunities.

    The equity exposure is 60% (long only).

    The model portfolio's total account value is: $142,240.00

    Tags: NOK, ALU
    Apr 22 8:27 AM | Link | 1 Comment
  • Exclusive Research

    All stock pick performance, returns, changes are done through real time, shareable model portfolio:

    Learn more: here: https://secure.seekingalpha.com/account/research/subscribe

    Samples:

    Deep discussions and alerts on"

    The Good ("buy" with ~25% upside):

    the Bad (stock was a "buy the dip" call last year):

    Tags: IMOS, HIMX
    Apr 06 9:21 AM | Link | Comment!
  • Beat The Market In 2014

    Update: Find my portfolio on www.kapitall.com

    Measured over 1 full year, beat the market:

     3 mo6 mo1 year
    Chris0.1%8.8%21.8%
    SPY6.5%5.3%13.5%
    Nasdaq (NASDAQ:QQQ)6.6%9.2%19.2%

    Conclusion:

    Subscribers may experience paper losses over the short-term (3 mo, 6 mo) but it's what counts over the year.

    Tags: BBRY, AMD, ALU
    Jan 05 8:36 AM | Link | 2 Comments
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