Seeking Alpha

Ashu Joshi's  Instablog

After being a lazy and passive investor since 1996, I have kind of decided to take matters in on my own hands and make 2009 more of an "investment" year! Professionally I am the technology domain working with Cisco Systems, Inc.... I am trying to diversify from Tech Holdings and Cash... More
My blog:
All Things CC:
  • Dell vs. HP

    The WSJ carried an article titled "PC Makers to Show Their Mettle" talking about how HP is better positioned to weather the downturn due to its diversified business compared to Dell. After HP announced their results today after the market close - the WSJ article makes me think how bad is it going to be for Dell?

    May 19 10:38 pm | Link | Comment!
  • Chinese Consumer is not going to bail us out...

    A couple of weeks back the Chinese stimulus was creating a buying frenzy in the stock market. An article in FT on Wal-Mart's recent results highlights the drop Wal-Mart saw in Chinese sales. Here is the article and the last line that shows the drop in consumer spending from the article:

    "In China, Wal-Mart reported a 1.8 per cent fall in sales at its around 140 Wal-Mart stores, and a 5.8 per cent decline at the 103 Trust-Mart stores where it holds a 35 per cent share."

    Tags: WMT, Consumer Spending, China
    May 16 03:13 pm | Link | Comment!
Full index of posts »

StockTalks

  • Bought FLEX @ 3.49
    May 27, 2009
  • Sold Yahoo @ 15.30 yesterday... it hasn't been moving. Made about 13% return (hasd bought first lot in Oct '08, and second in Jan 09)
    May 27, 2009
  • I should have sold DRYS when I had the chance :-(
    May 08, 2009
More »
Posts by Ticker
WMT
Posts by Themes
China, Consumer Spending
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.