TraderMark

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    • Mon Sep 17th 17:52 PM | Rating: 0 0
      Commented on:
      Why Apple Isn't Worth the Risk
      Other tech names of interest? Much of the networking sector is re-accelerating. If you want the safe name, Cisco (CSCO) - if you want to take some smaller names try a Blue Coat Systems (BCSI) - there are a few pockets of tech doing well. Some might even argue Amazon (AMZN) although I am not in that camp.
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    • Tue Sep 11th 11:40 AM | Rating: 0 0
      Commented on:
      Why I'm Not Buying Allegheny Technologies, Titanium Metals, or RTI International Metals, Just Yet
      Vincent, I did read that as well. Sometimes investor psychology gets in the way of logic. That is what makes the market tough sometimes. When I read that data, I see no reason for the weakness especially in TIE or ATI, yet the stocks remain weak. Hence you have to respect what the 'market' is telling us, until the 'market' changes its mind. Again, my call is a near term, and I am bullish on the sector, just not the stocks at these levels and with these weak charts. I try to stay focused on very good sectors with long term strength, of which I'd consider these speciality metal makers to be one, but until the price action improves the stock appreciation is limited. This will change at some point in the future, at which point I plan to add a good lot of shares. Thanks for your comments.
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    • Tue Sep 11th 11:37 AM | Rating: 0 0
      Commented on:
      Why I'm Not Buying Allegheny Technologies, Titanium Metals, or RTI International Metals, Just Yet
      echotoall - my thoughts exactly on the 32 or so area. TIE's CEO has long history of insider purchases - always good, but until chart takes a turn for the better we are limited to the upside. Right now a break of the 200 day (32.50) is in order to get constructive for a longer term trade. Until then, range bound and 'dead money'; one could buy now and hold for a while but when a change in stock direction happens is unknowable. In the meantime you can do more things with your money if you have a shorter time frame; time value of money sitting in dead stocks is not something I enjoy. That said, for trading purposes in that narrow range the past 6 weeks, 28-32 its been a nice area to play.
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    • Tue Sep 11th 11:29 AM | Rating: 0 0
      Commented on:
      Why I'm Not Buying Allegheny Technologies, Titanium Metals, or RTI International Metals, Just Yet
      Hi Jessica, I agree that ATI is less of a pure play on titanium than the other 2, with a broader portfolio. However of the 3, I like it best due to its direct tie to Dreamliner. An investors *have* latched on to it for the titanium portion hype in 06. It also was the last to fall of the 3 in terms of stock price on this recent drag - first came RTI, than TIE, than finally ATI succumbed to the general weakness in this 'area'.
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    • Thu Sep 6th 12:47 PM | Rating: 0 0
      Commented on:
      Deep Sea Drillers Turning Back Up?
      Thanks Richie - on first glance they don't look like a pure play driller but more of a service company in this niche similar to FTI - I am also high on that subsector: CLB, FTI, CAM, SII, et all. So I will add OII to the watch list for that group. Thanks for the feedback.
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    • Thu Sep 6th 10:41 AM | Rating: 0 0
      Commented on:
      More on Pork, China and Smithfield Foods
      thanks semuren. Part of this is a pure economic theory play - from much of what I read in general most of China is not very fertile ground vs say parts of Russia or the American Midwest - hence the movement of goods from 1 country to another makes sense if trade barriers fall - i.e. we (America Midwest) provide what we specialize at (grain/wheat etc from fertile grounds) and export, whereas Chinese move from inefficient rural farming to more efficient (for them) items such as manufacturing. Sort of a big picture idea.
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    • Fri Aug 31st 12:38 PM | Rating: 0 0
      Commented on:
      Where Does the ETF Industry Go From Here?
      Could you mention ways to trade real estate in emerging markets? Are any ETFs developing (or launched) for that?
      The pace of ETF development and slicing and dicing is overwhelming. :) Hard to keep up.
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    • Thu Aug 30th 07:22 AM | Rating: 0 0
      Commented on:
      Coach is the Real Retail 'Tell' Stock
      Dan, I agree there is some dilution by the outlet mall stores, but I believe their Chairman/CEO has stated that they try to keep the outlets something like 70 miles away from normal stores, to avoid this as much as possible. I still believe its caters to many of this target group but your list of names is also a great list; also I would add RL (look at the 4-5 week stock performance, north of 100 down to low/mid 70s). WFMI is sort of hard to use as a tell simply due to the mess surrounding the Wild Oats aquisition and the stock has been in a fall for a year now due to slowing growth and entry into its turf by traditional grocers. TIF, LVHM, BMW can agree on those.

      Amit, I like COH in the long(er) run due to their inevitable cache and expansion into China. COH is huge in Japan and many luxury brands are booming due to their new exposure in China. Chinese seem to love brands. SBUX is only staying afloat in terms of valuation due to this international expansion but coffee/food is a lot harder to transcend borders than a pretty purse. ;) But not enough sales are ex-Japan or US to help them in the near term. COH will probably be a great buying opportunity sometime here in 6-18 months in my opinion for the Chinese middle/upper class consumer play.
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    • Mon Aug 27th 15:52 PM | Rating: 0 0
      Commented on:
      The Long Case for Hong Kong
      Hi Spike,

      As a trading opportunity you may be correct; however FXI has seemed to benefit even more than EWH from the arbitrage. My comment was more of a long term play, but a week long trade. This is simply a pilot program at this point, when/if this goes into full effect you will have a much larger and sustainable inflow of funds over the long haul since this will be only the 2nd market main land Chinese will be able to invest in. So I think this will be a multi year situation.

      As individual investors we will never (rarely ever?) have information ahead of institutional money so I am trying to look for sustainable situations for longer term plays. Thanks.
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