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Tom Au, CFA

 
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  • Tom Au, CFA
    Europe's flying. Bought TEF and CEDC.
    1/3/12
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    • mitrado: TEF seems a good choice at these prices. Unfortunately for me, the EUR/USD is at levels which are good for selling US stocks, not buying.
      1/5/12
    • mitrado: ... and that's why I've paid 13.04€ a share for TEF. (I've bought through Madrid instead of NYSE. I hope I won't regret this.)
      1/5/12
      • Tom Au, CFA
        Gold stocks didn't follow the underlying metal upward. Might be the thing to own when the metal rises again.
        8/30/11
        Reply (1)
        • SlingWing9: Agreed, I'm looking for entry into GDXJ at around 30.77, its 20-day MAVG.
          10/31/11
          • Tom Au, CFA
            Even (MCD) seems to be benefiting from the "coffee" craze
            8/23/11
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              • Tom Au, CFA
                Some best-performing stocks, Green Mountain, Caribou, Peets, Java are tied to coffee. Is this crazy market making us drink more coffee?
                8/23/11
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                  • Tom Au, CFA
                    Speaking of which, another cheap Chinese stock is LDK Solar
                    8/23/11
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                      • Tom Au, CFA
                        MSFT getting into "cloud" in a roundabout way--via China.
                        8/23/11
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                          • Tom Au, CFA
                            MSFT moving into cloud computing in a big way. May be time to buy.
                            8/23/11
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                              • Tom Au, CFA
                                SoGen should be so lucky as to be valued at book value.
                                8/18/11
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                                  • Tom Au, CFA
                                    SoGen's Andy Perkins values BBRY at year end book value, with a $20 PT
                                    8/18/11
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                                      • Tom Au, CFA
                                        Gold is moving close to fair value in terms of stocks.
                                        8/18/11
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                                          • Tom Au, CFA
                                            HPQ could logically be broken up into two or three pieces.
                                            8/18/11
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                                              • Tom Au, CFA
                                                Oilfield services stocks taking it on the chin; RIG more than most.
                                                8/18/11
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                                                  • Tom Au, CFA
                                                    But (MDLZ's) strength is mainly on restructuring. Its "franchise" isn't as good as (MCD's)
                                                    8/15/11
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                                                      • Tom Au, CFA
                                                        The Dow's food stocks (MCD) and (MDLZ) have been market resistant.
                                                        8/15/11
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                                                          • Tom Au, CFA
                                                            (NOK) seems undervalued relative to (ERIC) and the two Motorolas (put together).
                                                            8/15/11
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                                                              • Tom Au, CFA
                                                                Is today another "Merger Monday?"
                                                                8/15/11
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                                                                  • Tom Au, CFA
                                                                    Is JAPAN going to lead world markets up?
                                                                    8/15/11
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                                                                      • Tom Au, CFA
                                                                        The common denominator is the consumer.
                                                                        6/15/11
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                                                                          • Tom Au, CFA
                                                                            Sales of "gizmo" toys (by Activision, Take-two etc.) are "punk."
                                                                            6/15/11
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                                                                              • Tom Au, CFA
                                                                                And the pressure remains downward on housing.
                                                                                6/15/11
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