James Shaw

September All Over Again?

Are you copying my article publisahed on October 2, 2009?

Here is the link:

seekingalpha.com/artic...

Sentiment Overview: Surprising Increase in Optimism

My view on near term market direction:

Market has made seven consecutive monthly gains since March this year. Soon or later, market will have a real correction, no doubt about it.

Also once the correction comes, it will be quick and severe.

Now the sentiment indicators seems giving us conflict signals.

That means, we will not see big market correction in sight but we will not see big runs either near term.

That is, after last week's big drop, I believe that we will see ups this week.

Most likely, real correction will happen early next year.

Will October's Market Mimic September's Comeback?

You are right on the employment numbers but market did quite good today:

Down at open but come back later and closed with a small loss.

Next week will be UP and UP.

Employment is only one of many economy indicators.

- US will see positive GDP in Q3;

- Consumer started spending, personal income sees growth again;

- Technology sector has been strong, chip sector in particular. Chip orders have been up for 6 consecutive months. Intel upped its numbers several times.

- Many companies made remarkable turnaround in Q2, turned from big losses to profitable one. Big banks, big insurance companies, REIt's, Newspapers, chip companies, ...

Actually we have turned bullish from November 2008: We claimed early this year that 2009 will be once in a life time investment opportunity.

Now is still not too late to enter the market.


On Oct 02 09:03 AM Old Trader wrote:

> This morning's employment numbers don't bode fell for an "up" day
> today, either.

Will October's Market Mimic September's Comeback?

Our stand is very clear as can be seen in the post;

1. We believe that October will be an up month again:

"We made a prediction in early May that the market would see consecutive monthly gains up to the end of this year (that is, we will see 10 non-stopping monthly gains this year)."

2. We think that October may minic September's trend:

"Big loss first day, flat second day and will resume its up move next week."

"We are quite bullish on the market's future direction."

McClatchy Company - On the Long Road to Recovery

Agreed. It is one of our core holding. Newspaper sector is one the best performers recently due to their turnaround stories.

I believe that the profitability should be sustainable.

McClatchy Company - On the Long Road to Recovery

Agreed. It is one of our core holding. Newspaper sector is one the best performers recently due to their turnaround stories.

I believe that the profitability should be sustainable.

Sirius XM's Game Changer About to Rock

I do think that the skydock will bring in new revenue for the company.

I do not own the stock now but will buy it Monday.

$1.00 will be easy within a month.

Chart is very bullish now.

When Unemployment Peaks, The Bottom Should Follow

I do believe that market bottom is here as if you read the comments here and not even single one is bullish on the market.

market bottom is when the mood is extremely bearish.

My fund is 100% long in stocks as of Friday.

Of course, I have to buy stocks with undervalued good fundamental stocks. Right now there are plenty. Those stock prices were driven down by fear. Many have pe = 1. On average, S&P 500 pe = 20.

Sector Update for March 1

Bottom is near. It cannot go down forever.

Another Tough Month

Dow bottom will be in 6000 range before reversal.

March will be another 10%+ down month.

April is earning release month and the earnings could not be good for more companies.

The key is future projection.

Stock price is directly tied to companies' earnings. A rally will occured either April or May.

Eight Reasons Bank of America Is Going to $20

Fully support the opinion.

Bank of America will be back to top again quickly.

Our fund is long on BoA.

Did Jim Chanos Break the Law?

We should ban analyst public upgrade/downgrade. All the upgrade/downgrade should be a paid service.

Most of the cases, the free upgrade/downgrade will harm small investors in big way.

Domestic Air Travel: Lowest Since Post-9/11

Airline sector will be recovering soon as lower fuel prices, tight cost control will give them much needed profit in coming quarters even with lower revenue.

Now they can hedge for lower fuel prices long term and the huge hedge loss will be the past.

It is a great time to buy major airline stocks.

Barron's Takes Down Cramer, Again

I am a regular watcher on Cramer's show.

I remembered that he mentioned to buy VC when it was $5.00 and now is $0.16 stock.

When he said that "complete stop buying stocks in the next five years" when the market bottomed in November 21, the market rebounded strongly.

Most of the times, you just take the actions complete against Cramer's to win.

REIT SL Green: 'Hand-to-Hand Combat' in NYC

I do believe that SLG did have delivered a solid report at such a difficult time. The stock has lost 85% of its value from high in six months.

As CEO confirmed $5.20 - $5.40 2009 FFO, I felt more comfortable of owning SLG now. Our fund returned 35% in 2008, 70%+ annualized return since 2001. We do hope that SLG will bring happy to us though owning stocks at this time does need great courage.

Another bullish indicator: UBS and Cramer both bearish on SLG, both downgraded it to "SELL" recently.

Disclosure: bought it after its recent earning release.